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This page summarizes the BX 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 BX 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).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing BX Share Count |
Robeco Institutional Asset Management B.V. |
246 |
13,931 |
+13,685 |
+5563.01% |
Sanders Morris Harris LLC |
16,960 |
524,490 |
+507,530 |
+2992.51% |
Roble Belko & Company Inc |
229 |
5,229 |
+5,000 |
+2183.41% |
Quantbot Technologies LP |
5,342 |
53,916 |
+48,574 |
+909.28% |
Hazlett Burt & Watson Inc. |
19 |
175 |
+156 |
+821.05% |
Annex Advisory Services LLC |
4,035 |
28,927 |
+24,892 |
+616.90% |
Exchange Traded Concepts LLC |
233 |
1,584 |
+1,351 |
+579.83% |
JFS Wealth Advisors LLC |
1,709 |
9,116 |
+7,407 |
+433.41% |
SG Americas Securities LLC |
61,230 |
307,965 |
+246,735 |
+402.96% |
Koss Olinger Consulting LLC |
2,033 |
9,575 |
+7,542 |
+370.98% |
Addison Advisors LLC |
71 |
304 |
+233 |
+328.17% |
Rappaport Reiches Capital Management LLC |
3,127 |
12,927 |
+9,800 |
+313.40% |
Independence Bank of Kentucky |
759 |
2,894 |
+2,135 |
+281.29% |
Quent Capital LLC |
331 |
1,071 |
+740 |
+223.56% |
Natixis Advisors L.P. |
56,584 |
177,102 |
+120,518 |
+212.99% |
HighMark Wealth Management LLC |
8 |
22 |
+14 |
+175.00% |
Sigma Planning Corp |
7,225 |
17,424 |
+10,199 |
+141.16% |
Planning Capital Management Corp |
100 |
231 |
+131 |
+131.00% |
Smartleaf Asset Management LLC |
601 |
1,270 |
+669 |
+111.31% |
PFG Investments LLC |
9,931 |
19,556 |
+9,625 |
+96.92% |
First Horizon Advisors Inc. |
1,682 |
3,099 |
+1,417 |
+84.24% |
Barrett & Company Inc. |
950 |
1,696 |
+746 |
+78.53% |
Van ECK Associates Corp |
9,044 |
15,597 |
+6,553 |
+72.46% |
Bruce G. Allen Investments LLC |
254 |
435 |
+181 |
+71.26% |
Altus Wealth Group LLC |
5,577 |
9,532 |
+3,955 |
+70.92% |
SJS Investment Consulting Inc. |
312 |
512 |
+200 |
+64.10% |
Trust Point Inc. |
3,340 |
5,397 |
+2,057 |
+61.59% |
Sage Mountain Advisors LLC |
5,940 |
9,544 |
+3,604 |
+60.67% |
Meyer Handelman Co. |
48,200 |
76,512 |
+28,312 |
+58.74% |
Chemistry Wealth Management LLC |
2,845 |
4,256 |
+1,411 |
+49.60% |
Wambolt & Associates LLC |
17,133 |
25,423 |
+8,290 |
+48.39% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,107 |
3,126 |
+1,019 |
+48.36% |
TFB Advisors LLC |
2,914 |
4,309 |
+1,395 |
+47.87% |
BW Gestao de Investimentos Ltda. |
69,190 |
102,293 |
+33,103 |
+47.84% |
Glassy Mountain Advisors Inc. |
26,158 |
38,437 |
+12,279 |
+46.94% |
Greenleaf Trust |
3,088 |
4,525 |
+1,437 |
+46.53% |
Benjamin Edwards Inc. |
3,330 |
4,842 |
+1,512 |
+45.41% |
Empirical Finance LLC |
2,354 |
3,419 |
+1,065 |
+45.24% |
Norden Group LLC |
1,683 |
2,427 |
+744 |
+44.21% |
CNB Bank |
23 |
33 |
+10 |
+43.48% |
Dakota Wealth Management |
9,675 |
13,674 |
+3,999 |
+41.33% |
Brookstone Capital Management |
5,915 |
8,332 |
+2,417 |
+40.86% |
Trust Co. of Toledo NA OH |
10,130 |
13,896 |
+3,766 |
+37.18% |
AIA Group Ltd |
21,401 |
29,210 |
+7,809 |
+36.49% |
Cary Street Partners Investment Advisory LLC |
13,324 |
18,017 |
+4,693 |
+35.22% |
Next Level Private LLC |
27,184 |
36,535 |
+9,351 |
+34.40% |
Veriti Management LLC |
8,928 |
11,786 |
+2,858 |
+32.01% |
CX Institutional |
1,870 |
2,428 |
+558 |
+29.84% |
Diversified Trust Co |
8,268 |
10,724 |
+2,456 |
+29.70% |
River Street Advisors LLC |
10,562 |
13,658 |
+3,096 |
+29.31% |
Advisory Alpha LLC |
1,650 |
2,126 |
+476 |
+28.85% |
Fifth Third Bancorp |
55,256 |
70,795 |
+15,539 |
+28.12% |
Ashton Thomas Private Wealth LLC |
16,155 |
20,585 |
+4,430 |
+27.42% |
Regions Financial Corp |
28,699 |
36,503 |
+7,804 |
+27.19% |
Peak Financial Management Inc. |
2,142 |
2,655 |
+513 |
+23.95% |
Silicon Valley Capital Partners |
43,880 |
54,301 |
+10,421 |
+23.75% |
Round Rock Advisors LLC |
3,000 |
3,712 |
+712 |
+23.73% |
GAMMA Investing LLC |
3,712 |
4,581 |
+869 |
+23.41% |
LexAurum Advisors LLC |
4,598 |
5,592 |
+994 |
+21.62% |
CWM LLC |
30,773 |
37,262 |
+6,489 |
+21.09% |
Carret Asset Management LLC |
38,595 |
46,645 |
+8,050 |
+20.86% |
Inscription Capital LLC |
5,468 |
6,596 |
+1,128 |
+20.63% |
Daymark Wealth Partners LLC |
11,978 |
14,351 |
+2,373 |
+19.81% |
Fortem Financial Group LLC |
8,489 |
10,102 |
+1,613 |
+19.00% |
Stablepoint Partners LLC |
32,852 |
38,654 |
+5,802 |
+17.66% |
Chesley Taft & Associates LLC |
75,712 |
89,072 |
+13,360 |
+17.65% |
Rockline Wealth Management LLC |
32,218 |
37,897 |
+5,679 |
+17.63% |
Merit Financial Group LLC |
7,692 |
9,031 |
+1,339 |
+17.41% |
Appleton Partners Inc. MA |
85,228 |
98,837 |
+13,609 |
+15.97% |
PDS Planning Inc |
1,699 |
1,966 |
+267 |
+15.72% |
Ritholtz Wealth Management |
7,900 |
9,069 |
+1,169 |
+14.80% |
Accel Wealth Management |
12,486 |
14,251 |
+1,765 |
+14.14% |
FinTrust Capital Advisors LLC |
1,950 |
2,220 |
+270 |
+13.85% |
Allworth Financial LP |
28,127 |
32,009 |
+3,882 |
+13.80% |
Worth Financial Advisory Group LLC |
4,499 |
5,105 |
+606 |
+13.47% |
DNB Asset Management AS |
217,483 |
246,232 |
+28,749 |
+13.22% |
Wealthcare Advisory Partners LLC |
20,567 |
23,221 |
+2,654 |
+12.90% |
Nicholas Hoffman & Company LLC. |
2,368 |
2,661 |
+293 |
+12.37% |
M3 Advisory Group LLC |
3,729 |
4,186 |
+457 |
+12.26% |
Benjamin F. Edwards & Company Inc. |
10,337 |
11,595 |
+1,258 |
+12.17% |
Whalen Wealth Management Inc. |
4,814 |
5,386 |
+572 |
+11.88% |
Lbmc Investment Advisors LLC |
8,649 |
9,651 |
+1,002 |
+11.59% |
Marion Wealth Management |
15,995 |
17,843 |
+1,848 |
+11.55% |
Rise Advisors LLC |
2,366 |
2,631 |
+265 |
+11.20% |
Retirement Group LLC |
6,007 |
6,677 |
+670 |
+11.15% |
Oregon Public Employees Retirement Fund |
55,448 |
61,520 |
+6,072 |
+10.95% |
Fundamentun LLC |
3,517 |
3,902 |
+385 |
+10.95% |
Equitable Trust Co. |
2,760 |
3,060 |
+300 |
+10.87% |
Moody National Bank Trust Division |
9,562 |
10,582 |
+1,020 |
+10.67% |
Royal Fund Management LLC |
45,597 |
50,332 |
+4,735 |
+10.38% |
LVW Advisors LLC |
1,682 |
1,852 |
+170 |
+10.11% |
Cullinan Associates Inc. |
24,042 |
26,442 |
+2,400 |
+9.98% |
Massmutual Trust Co. FSB ADV |
1,757 |
1,931 |
+174 |
+9.90% |
Sage Rhino Capital LLC |
6,891 |
7,573 |
+682 |
+9.90% |
Mayfair Advisory Group LLC |
3,776 |
4,149 |
+373 |
+9.88% |
Daiwa Securities Group Inc. |
69,471 |
76,308 |
+6,837 |
+9.84% |
Tokio Marine Asset Management Co. Ltd. |
17,228 |
18,865 |
+1,637 |
+9.50% |
Howland Capital Management LLC |
34,483 |
37,734 |
+3,251 |
+9.43% |
J.W. Cole Advisors Inc. |
22,357 |
24,456 |
+2,099 |
+9.39% |
Simon Quick Advisors LLC |
3,988 |
4,356 |
+368 |
+9.23% |
Accurate Wealth Management LLC |
4,525 |
4,938 |
+413 |
+9.13% |
OLD Second National Bank of Aurora |
35,788 |
39,032 |
+3,244 |
+9.06% |
Bremer Bank National Association |
41,729 |
45,445 |
+3,716 |
+8.91% |
Insight Advisors LLC PA |
16,173 |
17,559 |
+1,386 |
+8.57% |
Claro Advisors LLC |
5,416 |
5,875 |
+459 |
+8.47% |
Summit Trail Advisors LLC |
12,324 |
13,346 |
+1,022 |
+8.29% |
Prosperity Consulting Group LLC |
7,634 |
8,264 |
+630 |
+8.25% |
MJP Associates Inc. ADV |
4,253 |
4,592 |
+339 |
+7.97% |
Stratos Wealth Partners LTD. |
69,694 |
75,227 |
+5,533 |
+7.94% |
First Bank & Trust |
1,616 |
1,742 |
+126 |
+7.80% |
Essex Financial Services Inc. |
24,066 |
25,897 |
+1,831 |
+7.61% |
Novare Capital Management LLC |
1,710 |
1,840 |
+130 |
+7.60% |
Checchi Capital Advisers LLC |
4,085 |
4,392 |
+307 |
+7.52% |
Manchester Capital Management LLC |
4,085 |
4,391 |
+306 |
+7.49% |
Pallas Capital Advisors LLC |
2,945 |
3,164 |
+219 |
+7.44% |
Chickasaw Capital Management LLC |
13,071 |
14,036 |
+965 |
+7.38% |
Hoxton Planning & Management LLC |
1,739 |
1,867 |
+128 |
+7.36% |
Coastline Trust Co |
24,179 |
25,944 |
+1,765 |
+7.30% |
Duncker Streett & Co. Inc. |
41,957 |
44,983 |
+3,026 |
+7.21% |
Wedmont Private Capital |
5,218 |
5,591 |
+373 |
+7.15% |
Avondale Wealth Management |
2,800 |
3,000 |
+200 |
+7.14% |
Sumitomo Mitsui DS Asset Management Company Ltd |
64,245 |
68,812 |
+4,567 |
+7.11% |
Mcdaniel Terry & Co. |
1,700 |
1,818 |
+118 |
+6.94% |
Signaturefd LLC |
12,662 |
13,535 |
+873 |
+6.89% |
Moseley Investment Management Inc. |
10,454 |
11,165 |
+711 |
+6.80% |
Cryder Capital Partners LLP |
1,971,355 |
2,104,205 |
+132,850 |
+6.74% |
Revolve Wealth Partners LLC |
4,907 |
5,231 |
+324 |
+6.60% |
Kathmere Capital Management LLC |
8,303 |
8,848 |
+545 |
+6.56% |
Kaizen Financial Strategies |
29,692 |
31,608 |
+1,916 |
+6.45% |
Compass Wealth Management LLC |
42,148 |
44,733 |
+2,585 |
+6.13% |
Principal Financial Group Inc. |
806,923 |
856,027 |
+49,104 |
+6.09% |
Alpha Cubed Investments LLC |
5,459 |
5,787 |
+328 |
+6.01% |
Parallel Advisors LLC |
20,780 |
22,013 |
+1,233 |
+5.93% |
Magnus Financial Group LLC |
16,854 |
17,851 |
+997 |
+5.92% |
Highlander Partners L.P. |
155,000 |
164,000 |
+9,000 |
+5.81% |
Lake Street Financial LLC |
35,903 |
37,983 |
+2,080 |
+5.79% |
Confluence Wealth Services Inc. |
2,080 |
2,198 |
+118 |
+5.67% |
Linden Thomas Advisory Services LLC |
13,313 |
14,031 |
+718 |
+5.39% |
Prentice Wealth Management LLC |
6,338 |
6,676 |
+338 |
+5.33% |
Hennion & Walsh Asset Management Inc. |
19,263 |
20,266 |
+1,003 |
+5.21% |
Fulton Bank N.A. |
10,229 |
10,745 |
+516 |
+5.04% |
RMR Wealth Builders |
10,745 |
11,283 |
+538 |
+5.01% |
StoneX Group Inc. |
28,061 |
29,458 |
+1,397 |
+4.98% |
Wealthfront Advisers LLC |
36,776 |
38,608 |
+1,832 |
+4.98% |
Lindbrook Capital LLC |
4,256 |
4,466 |
+210 |
+4.93% |
Beech Hill Advisors Inc. |
25,020 |
26,240 |
+1,220 |
+4.88% |
Ballentine Partners LLC |
9,552 |
10,017 |
+465 |
+4.87% |
SOL Capital Management CO |
75,700 |
79,350 |
+3,650 |
+4.82% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
154,561 |
161,861 |
+7,300 |
+4.72% |
FFT Wealth Management LLC |
5,094 |
5,319 |
+225 |
+4.42% |
Legacy Advisors LLC |
10,860 |
11,332 |
+472 |
+4.35% |
Candriam Luxembourg S.C.A. |
38,410 |
40,023 |
+1,613 |
+4.20% |
HB Wealth Management LLC |
22,529 |
23,474 |
+945 |
+4.19% |
Financial Advisory Service Inc. |
19,178 |
19,946 |
+768 |
+4.00% |
Huntington National Bank |
20,869 |
21,673 |
+804 |
+3.85% |
Nordea Investment Management AB |
48,755 |
50,614 |
+1,859 |
+3.81% |
Veracity Capital LLC |
3,038 |
3,152 |
+114 |
+3.75% |
Modus Advisors LLC |
30,235 |
31,362 |
+1,127 |
+3.73% |
Terra Nova Asset Management LLC |
16,920 |
17,547 |
+627 |
+3.71% |
Wagner Wealth Management LLC |
3,840 |
3,980 |
+140 |
+3.65% |
Arthur M. Cohen & Associates LLC |
2,745 |
2,845 |
+100 |
+3.64% |
Hartford Financial Management Inc. |
534 |
553 |
+19 |
+3.56% |
Symphony Financial Ltd. Co. |
1,864 |
1,929 |
+65 |
+3.49% |
LMG Wealth Partners LLC |
8,125 |
8,405 |
+280 |
+3.45% |
Aurum Wealth Management Group LLC |
11,933 |
12,343 |
+410 |
+3.44% |
Horizon Bancorp Inc. IN |
1,272 |
1,315 |
+43 |
+3.38% |
AdvisorNet Financial Inc |
5,856 |
6,051 |
+195 |
+3.33% |
Capital Advisors Ltd. LLC |
2,500 |
2,583 |
+83 |
+3.32% |
Cohen Investment Advisors LLC |
25,953 |
26,778 |
+825 |
+3.18% |
Chicago Partners Investment Group LLC |
171,357 |
176,780 |
+5,423 |
+3.16% |
Aveo Capital Partners LLC |
1,659 |
1,708 |
+49 |
+2.95% |
Stiles Financial Services Inc |
15,178 |
15,616 |
+438 |
+2.89% |
Fragasso Group Inc. |
3,164 |
3,255 |
+91 |
+2.88% |
Premier Path Wealth Partners LLC |
4,325 |
4,449 |
+124 |
+2.87% |
Raymond James & Associates |
1,394,705 |
1,434,254 |
+39,549 |
+2.84% |
Shepherd Financial Partners LLC |
29,359 |
30,179 |
+820 |
+2.79% |
MGB Wealth Management LLC |
4,500 |
4,625 |
+125 |
+2.78% |
Ellsworth Advisors LLC |
39,792 |
40,890 |
+1,098 |
+2.76% |
Global Retirement Partners LLC |
41,661 |
42,807 |
+1,146 |
+2.75% |
RSM US Wealth Management LLC |
10,442 |
10,728 |
+286 |
+2.74% |
Hedeker Wealth LLC |
39,463 |
40,540 |
+1,077 |
+2.73% |
Whittier Trust Co. of Nevada Inc. |
109,248 |
112,213 |
+2,965 |
+2.71% |
Signal Advisors Wealth LLC |
2,550 |
2,619 |
+69 |
+2.71% |
IAM Advisory LLC |
6,299 |
6,467 |
+168 |
+2.67% |
First United Bank Trust |
12,950 |
13,295 |
+345 |
+2.66% |
Cedar Brook Financial Partners LLC |
1,752 |
1,798 |
+46 |
+2.63% |
Kercheville Advisors LLC |
41,199 |
42,284 |
+1,085 |
+2.63% |
NorthCrest Asset Manangement LLC |
19,774 |
20,295 |
+521 |
+2.63% |
Garrison Bradford & Associates Inc. |
66,610 |
68,303 |
+1,693 |
+2.54% |
Financial Advocates Investment Management |
7,629 |
7,819 |
+190 |
+2.49% |
MONECO Advisors LLC |
5,667 |
5,808 |
+141 |
+2.49% |
Whittier Trust Co. |
297,093 |
304,436 |
+7,343 |
+2.47% |
Saxon Interests Inc. |
1,863 |
1,909 |
+46 |
+2.47% |
Capital Investment Advisors LLC |
14,718 |
15,078 |
+360 |
+2.45% |
Capital Performance Advisors LLP |
2,596 |
2,659 |
+63 |
+2.43% |
Regent Peak Wealth Advisors LLC |
1,612 |
1,651 |
+39 |
+2.42% |
Wiley BROS. Aintree Capital LLC |
23,706 |
24,258 |
+552 |
+2.33% |
Assenagon Asset Management S.A. |
15,303 |
15,660 |
+357 |
+2.33% |
O ROURKE & COMPANY Inc |
64,405 |
65,886 |
+1,481 |
+2.30% |
Peddock Capital Advisors LLC |
1,801 |
1,842 |
+41 |
+2.28% |
Integral Investment Advisors Inc. |
1,622 |
1,659 |
+37 |
+2.28% |
International Assets Investment Management LLC |
27,680 |
28,305 |
+625 |
+2.26% |
ARS Investment Partners LLC |
90,229 |
92,162 |
+1,933 |
+2.14% |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
1,900 |
1,938 |
+38 |
+2.00% |
Pinnacle Wealth Management Advisory Group LLC |
3,510 |
3,580 |
+70 |
+1.99% |
Parkside Financial Bank & Trust |
3,776 |
3,850 |
+74 |
+1.96% |
Dover Advisors LLC |
2,050 |
2,090 |
+40 |
+1.95% |
SlateStone Wealth LLC |
3,711 |
3,781 |
+70 |
+1.89% |
BSW Wealth Partners |
4,472 |
4,556 |
+84 |
+1.88% |
Baxter Bros Inc. |
8,699 |
8,861 |
+162 |
+1.86% |
Adviser Investments LLC |
11,935 |
12,152 |
+217 |
+1.82% |
Blue Bell Private Wealth Management LLC |
448 |
456 |
+8 |
+1.79% |
Procyon Private Wealth Partners LLC |
11,781 |
11,991 |
+210 |
+1.78% |
Moloney Securities Asset Management LLC |
4,499 |
4,578 |
+79 |
+1.76% |
Clear Creek Financial Management LLC |
4,326 |
4,401 |
+75 |
+1.73% |
State of Alaska Department of Revenue |
76,735 |
78,055 |
+1,320 |
+1.72% |
Czech National Bank |
124,468 |
126,571 |
+2,103 |
+1.69% |
Argonautica Private Wealth Management Inc. |
35,563 |
36,160 |
+597 |
+1.68% |
Principle Wealth Partners LLC |
19,267 |
19,587 |
+320 |
+1.66% |
Texas Permanent School Fund |
147,165 |
149,561 |
+2,396 |
+1.63% |
Capital Advisors Inc. OK |
330,211 |
335,206 |
+4,995 |
+1.51% |
Avitas Wealth Management LLC |
29,049 |
29,471 |
+422 |
+1.45% |
First Pacific Financial |
8,816 |
8,940 |
+124 |
+1.41% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
10,064 |
10,205 |
+141 |
+1.40% |
Retirement Systems of Alabama |
156,598 |
158,773 |
+2,175 |
+1.39% |
State of Michigan Retirement System |
194,500 |
197,100 |
+2,600 |
+1.34% |
Astoria Portfolio Advisors LLC. |
2,162 |
2,191 |
+29 |
+1.34% |
Strategic Blueprint LLC |
8,265 |
8,375 |
+110 |
+1.33% |
Spire Wealth Management |
30,743 |
31,153 |
+410 |
+1.33% |
GSG Advisors LLC |
2,927 |
2,966 |
+39 |
+1.33% |
Welch Group LLC |
52,514 |
53,208 |
+694 |
+1.32% |
Savant Capital LLC |
18,435 |
18,674 |
+239 |
+1.30% |
Empowered Funds LLC |
22,884 |
23,179 |
+295 |
+1.29% |
Seelaus Asset Management LLC |
7,903 |
8,003 |
+100 |
+1.27% |
Mather Group LLC. |
7,026 |
7,113 |
+87 |
+1.24% |
Security National Bank |
48,843 |
49,445 |
+602 |
+1.23% |
Bogart Wealth LLC |
3,003 |
3,039 |
+36 |
+1.20% |
Accretive Wealth Partners LLC |
13,465 |
13,623 |
+158 |
+1.17% |
MV Capital Management Inc. |
621 |
628 |
+7 |
+1.13% |
Enterprise Bank & Trust Co |
3,603 |
3,643 |
+40 |
+1.11% |
Sowell Financial Services LLC |
14,357 |
14,508 |
+151 |
+1.05% |
WFA Asset Management Corp |
287 |
290 |
+3 |
+1.05% |
Mirador Capital Partners LP |
86,638 |
87,543 |
+905 |
+1.04% |
Stratos Wealth Advisors LLC |
113,438 |
114,614 |
+1,176 |
+1.04% |
Northeast Investment Management |
218,616 |
220,739 |
+2,123 |
+0.97% |
Outlook Wealth Advisors LLC |
2,105 |
2,125 |
+20 |
+0.95% |
Narwhal Capital Management |
49,682 |
50,150 |
+468 |
+0.94% |
JNB Advisors LLC |
37,688 |
38,039 |
+351 |
+0.93% |
Apella Capital LLC |
8,212 |
8,287 |
+75 |
+0.91% |
Lantz Financial LLC |
2,450 |
2,472 |
+22 |
+0.90% |
Spinnaker Investment Group LLC |
4,134 |
4,171 |
+37 |
+0.90% |
Patrick M Sweeney & Associates Inc. |
13,640 |
13,760 |
+120 |
+0.88% |
Rehmann Capital Advisory Group |
18,770 |
18,933 |
+163 |
+0.87% |
Summit Global Investments |
1,763 |
1,778 |
+15 |
+0.85% |
Maryland State Retirement & Pension System |
55,475 |
55,949 |
+474 |
+0.85% |
Stonegate Investment Group LLC |
19,996 |
20,165 |
+169 |
+0.85% |
WASHINGTON TRUST Co |
127,959 |
129,032 |
+1,073 |
+0.84% |
Valued Wealth Advisors LLC |
126 |
127 |
+1 |
+0.79% |
Cravens & Co Advisors LLC |
7,954 |
8,015 |
+61 |
+0.77% |
Tower View Investment Management & Research LLC |
529 |
533 |
+4 |
+0.76% |
Walker Asset Management LLC |
7,144 |
7,198 |
+54 |
+0.76% |
Almanack Investment Partners LLC. |
10,929 |
11,011 |
+82 |
+0.75% |
Valley National Advisers Inc. |
19,179 |
19,321 |
+142 |
+0.74% |
Compass Ion Advisors LLC |
25,244 |
25,431 |
+187 |
+0.74% |
Benchmark Financial Wealth Advisors LLC |
7,297 |
7,351 |
+54 |
+0.74% |
Tanglewood Legacy Advisors LLC |
672 |
677 |
+5 |
+0.74% |
Marest Capital LLC |
3,239 |
3,263 |
+24 |
+0.74% |
NorthStar Asset Management LLC NJ |
4,959 |
4,995 |
+36 |
+0.73% |
GHP Investment Advisors Inc. |
1,656 |
1,668 |
+12 |
+0.72% |
Walnut Private Equity Partners LLC |
351,000 |
353,500 |
+2,500 |
+0.71% |
Sugarloaf Wealth Management LLC |
704 |
709 |
+5 |
+0.71% |
Proficio Capital Partners LLC |
41,204 |
41,490 |
+286 |
+0.69% |
Moody Lynn & Lieberson LLC |
270,969 |
272,823 |
+1,854 |
+0.68% |
Riggs Asset Managment Co. Inc. |
1,353 |
1,362 |
+9 |
+0.67% |
RIA Advisory Group LLC |
1,670 |
1,681 |
+11 |
+0.66% |
Valeo Financial Advisors LLC |
12,416 |
12,495 |
+79 |
+0.64% |
ST Germain D J Co. Inc. |
88,204 |
88,762 |
+558 |
+0.63% |
L.M. Kohn & Company |
12,904 |
12,984 |
+80 |
+0.62% |
Nations Financial Group Inc. IA ADV |
15,492 |
15,585 |
+93 |
+0.60% |
Boltwood Capital Management |
6,138 |
6,173 |
+35 |
+0.57% |
BOK Financial Private Wealth Inc. |
355 |
357 |
+2 |
+0.56% |
Gulf International Bank UK Ltd |
60,646 |
60,983 |
+337 |
+0.56% |
Cooper Financial Group |
7,460 |
7,501 |
+41 |
+0.55% |
Brown Miller Wealth Management LLC |
7,615 |
7,655 |
+40 |
+0.53% |
Patriot Financial Group Insurance Agency LLC |
3,202 |
3,218 |
+16 |
+0.50% |
Norway Savings Bank |
11,213 |
11,268 |
+55 |
+0.49% |
CVA Family Office LLC |
1,103 |
1,108 |
+5 |
+0.45% |
Jennison Associates LLC |
466,730 |
468,754 |
+2,024 |
+0.43% |
Creative Financial Designs Inc. ADV |
233 |
234 |
+1 |
+0.43% |
PFS Partners LLC |
462 |
464 |
+2 |
+0.43% |
Bay Rivers Group |
19,769 |
19,853 |
+84 |
+0.42% |
Ausdal Financial Partners Inc. |
5,859 |
5,883 |
+24 |
+0.41% |
Masso Torrence Wealth Management Inc. |
2,032 |
2,040 |
+8 |
+0.39% |
CHICAGO TRUST Co NA |
5,727 |
5,748 |
+21 |
+0.37% |
Chevy Chase Trust Holdings Inc. |
400,044 |
401,502 |
+1,458 |
+0.36% |
Joel Isaacson & Co. LLC |
16,485 |
16,539 |
+54 |
+0.33% |
Smith Anglin Financial LLC |
2,182 |
2,189 |
+7 |
+0.32% |
Atlas Capital Advisors LLC |
14,753 |
14,799 |
+46 |
+0.31% |
WoodTrust Financial Corp |
2,900 |
2,909 |
+9 |
+0.31% |
Sumitomo Mitsui Trust Holdings Inc. |
1,693,677 |
1,698,822 |
+5,145 |
+0.30% |
Cora Capital Advisors LLC |
4,276 |
4,289 |
+13 |
+0.30% |
Krilogy Financial LLC |
16,104 |
16,149 |
+45 |
+0.28% |
New York State Teachers Retirement System |
625,456 |
627,023 |
+1,567 |
+0.25% |
Mutual Advisors LLC |
15,096 |
15,130 |
+34 |
+0.23% |
Davis Capital Management |
873 |
875 |
+2 |
+0.23% |
Flagship Harbor Advisors LLC |
26,268 |
26,326 |
+58 |
+0.22% |
Maltin Wealth Management Inc. |
2,351 |
2,356 |
+5 |
+0.21% |
OMNI 360 Wealth Inc. |
5,683 |
5,695 |
+12 |
+0.21% |
Woodward Diversified Capital LLC |
1,960 |
1,964 |
+4 |
+0.20% |
RFG Advisory LLC |
10,157 |
10,176 |
+19 |
+0.19% |
Southland Equity Partners LLC |
7,335 |
7,348 |
+13 |
+0.18% |
Pittenger & Anderson Inc. |
14,535 |
14,560 |
+25 |
+0.17% |
Sandy Cove Advisors LLC |
9,722 |
9,739 |
+17 |
+0.17% |
Verum Partners LLC |
2,892 |
2,897 |
+5 |
+0.17% |
Iron Financial LLC |
3,142 |
3,147 |
+5 |
+0.16% |
Birinyi Associates Inc. |
4,698 |
4,705 |
+7 |
+0.15% |
Klingman & Associates LLC |
13,388 |
13,407 |
+19 |
+0.14% |
First Long Island Investors LLC |
145,214 |
145,403 |
+189 |
+0.13% |
Vishria Bird Financial Group LLC |
51,053 |
51,121 |
+68 |
+0.13% |
CFM Wealth Partners LLC |
2,431 |
2,434 |
+3 |
+0.12% |
Heirloom Wealth Management |
7,671 |
7,680 |
+9 |
+0.12% |
Park Edge Advisors LLC |
1,726 |
1,728 |
+2 |
+0.12% |
Fairhaven Wealth Management LLC |
3,602 |
3,606 |
+4 |
+0.11% |
SOA Wealth Advisors LLC. |
2,638 |
2,641 |
+3 |
+0.11% |
Wolff Financial Management LLC |
2,040 |
2,042 |
+2 |
+0.10% |
Eagle Wealth Strategies LLC |
3,484 |
3,487 |
+3 |
+0.09% |
Townsend Asset Management Corp NC ADV |
3,809 |
3,812 |
+3 |
+0.08% |
Marino Stram & Associates LLC |
2,592 |
2,594 |
+2 |
+0.08% |
Callan Capital LLC |
6,577 |
6,582 |
+5 |
+0.08% |
AM Investment Strategies LLC |
2,824 |
2,826 |
+2 |
+0.07% |
Tyche Wealth Partners LLC |
5,847 |
5,851 |
+4 |
+0.07% |
Sovereign Financial Group Inc. |
3,803 |
3,805 |
+2 |
+0.05% |
Sweet Financial Partners LLC |
4,153 |
4,155 |
+2 |
+0.05% |
Augustine Asset Management Inc. |
5,604 |
5,606 |
+2 |
+0.04% |
Octavia Wealth Advisors LLC |
5,398 |
5,400 |
+2 |
+0.04% |
Janney Montgomery Scott LLC |
645,472 |
645,653 |
+181 |
+0.03% |
Howard Financial Services LTD. |
3,144 |
3,145 |
+1 |
+0.03% |
Foster Victor Wealth Advisors LLC |
2,914 |
2,915 |
+1 |
+0.03% |
Mcdonald Partners LLC |
5,437 |
5,438 |
+1 |
+0.02% |
Levin Easterly Partners LLC |
33,941 |
33,942 |
+1 |
+0.00% |
Grandview Asset Management LLC |
26,066 |
26,067 |
+1 |
+0.00% |
13F Filers Reporting New Positions In BX |
Adams Diversified Equity Fund Inc. |
0 |
153,600 |
+153,600 |
+100% |
Campbell Capital Management Inc. |
0 |
15,004 |
+15,004 |
+100% |
Toth Financial Advisory Corp |
0 |
110 |
+110 |
+100% |
BNP Paribas |
0 |
1,240 |
+1,240 |
+100% |
Stephenson National Bank & Trust |
0 |
140 |
+140 |
+100% |
Hartline Investment Corp |
0 |
10,205 |
+10,205 |
+100% |
Franklin Street Advisors Inc. NC |
0 |
4,940 |
+4,940 |
+100% |
Roof Eidam & Maycock ADV |
0 |
2,055 |
+2,055 |
+100% |
Rational Advisors LLC |
0 |
25,600 |
+25,600 |
+100% |
Strategy Asset Managers LLC |
0 |
5,441 |
+5,441 |
+100% |
Indiana Trust & Investment Management CO |
0 |
125 |
+125 |
+100% |
Capstone Investment Advisors LLC |
0 |
564 |
+564 |
+100% |
Aspiriant LLC |
0 |
2,653 |
+2,653 |
+100% |
Palisade Asset Management LLC |
0 |
12 |
+12 |
+100% |
Confluence Investment Management LLC |
0 |
11,000 |
+11,000 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
20,369 |
+20,369 |
+100% |
Community Financial Services Group LLC |
0 |
6,817 |
+6,817 |
+100% |
Riverview Trust Co |
0 |
367 |
+367 |
+100% |
BTC Capital Management Inc. |
0 |
3,180 |
+3,180 |
+100% |
Blue Chip Partners Inc. |
0 |
1,166 |
+1,166 |
+100% |
Omnia Family Wealth LLC |
0 |
1,782 |
+1,782 |
+100% |
SpiderRock Advisors LLC |
0 |
163,653 |
+163,653 |
+100% |
CenterStar Asset Management LLC |
0 |
2,463 |
+2,463 |
+100% |
17 Capital Partners LLC |
0 |
11,971 |
+11,971 |
+100% |
Gryphon Financial Partners LLC |
0 |
3,659 |
+3,659 |
+100% |
FORA Capital LLC |
0 |
72,058 |
+72,058 |
+100% |
9258 Wealth Management LLC |
0 |
1,917 |
+1,917 |
+100% |
VeraBank N.A. |
0 |
2,314 |
+2,314 |
+100% |
CCG Wealth Management LLC |
0 |
1,894 |
+1,894 |
+100% |
Cornerstone Wealth Group LLC |
0 |
28,593 |
+28,593 |
+100% |
Vista Wealth Management Group LLC |
0 |
2,010 |
+2,010 |
+100% |
Parcion Private Wealth LLC |
0 |
1,835 |
+1,835 |
+100% |
LifeSteps Financial Inc. |
0 |
487 |
+487 |
+100% |
Future Financial Wealth Managment LLC |
0 |
900 |
+900 |
+100% |
Charter Oak Capital Management LLC |
0 |
1,566 |
+1,566 |
+100% |
Legacy Financial Group LLC |
0 |
1,679 |
+1,679 |
+100% |
GoalVest Advisory LLC |
0 |
17,225 |
+17,225 |
+100% |
Birchcreek Wealth Management LLC |
0 |
1,551 |
+1,551 |
+100% |
Financial Management Network Inc. |
0 |
7,242 |
+7,242 |
+100% |
Sageworth Trust Co of South Dakota |
0 |
3,960 |
+3,960 |
+100% |
Border to Coast Pensions Partnership Ltd |
0 |
90,797 |
+90,797 |
+100% |
Eagle Strategies LLC |
0 |
2,317 |
+2,317 |
+100% |
Redmont Wealth Advisors LLC |
0 |
173 |
+173 |
+100% |
Mystic Asset Management Inc. |
0 |
1,637 |
+1,637 |
+100% |
Simplicity Wealth LLC |
0 |
32,915 |
+32,915 |
+100% |
Schrum Private Wealth Management LLC |
0 |
2,878 |
+2,878 |
+100% |
Global Assets Advisory LLC |
0 |
495,167 |
+495,167 |
+100% |
Trifecta Capital Advisors LLC |
0 |
392 |
+392 |
+100% |
Fidelis Capital Partners LLC |
0 |
2,700 |
+2,700 |
+100% |
Dupree Financial Group LLC |
0 |
2,086 |
+2,086 |
+100% |
Strategic Advocates LLC |
0 |
2,159 |
+2,159 |
+100% |
CGC Financial Services LLC |
0 |
162 |
+162 |
+100% |
Focus Financial Network Inc. |
0 |
5,787 |
+5,787 |
+100% |
Triad Wealth Partners LLC |
0 |
1,606 |
+1,606 |
+100% |
Foguth Wealth Management LLC. |
0 |
2,500 |
+2,500 |
+100% |
Emprise Bank |
0 |
2,750 |
+2,750 |
+100% |
Central Pacific Bank Trust Division |
0 |
485 |
+485 |
+100% |
Diversify Advisory Services LLC |
0 |
30,978 |
+30,978 |
+100% |
Hilltop National Bank |
0 |
11,445 |
+11,445 |
+100% |
13F Filers With Unchanged Share Count |
Rockland Trust Co. |
1,825 |
1,825 |
UNCH |
0.00% |
Romano Brothers AND Company |
2,086 |
2,086 |
UNCH |
0.00% |
Caldwell Sutter Capital Inc. |
100 |
100 |
UNCH |
0.00% |
Altfest L J & Co. Inc. |
2,386 |
2,386 |
UNCH |
0.00% |
City Holding Co. |
712 |
712 |
UNCH |
0.00% |
Walter & Keenan Financial Consulting Co. MI ADV |
11,477 |
11,477 |
UNCH |
0.00% |
South State CORP. |
3,280 |
3,280 |
UNCH |
0.00% |
Park National Corp OH |
3,335 |
3,335 |
UNCH |
0.00% |
Country Club Bank GFN |
10,485 |
10,485 |
UNCH |
0.00% |
Wesbanco Bank Inc. |
3,222 |
3,222 |
UNCH |
0.00% |
Salem Investment Counselors Inc. |
4,965 |
4,965 |
UNCH |
0.00% |
Cadinha & Co. LLC |
1,925 |
1,925 |
UNCH |
0.00% |
Gillespie Robinson & Grimm Inc. |
11,585 |
11,585 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
1,700 |
1,700 |
UNCH |
0.00% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,450 |
1,450 |
UNCH |
0.00% |
Tompkins Financial Corp |
1,500 |
1,500 |
UNCH |
0.00% |
Optimum Investment Advisors |
3,200 |
3,200 |
UNCH |
0.00% |
Spirit of America Management Corp NY |
11,550 |
11,550 |
UNCH |
0.00% |
Atwood & Palmer Inc. |
100 |
100 |
UNCH |
0.00% |
Burns J W & Co. Inc. NY |
5,325 |
5,325 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
44,566 |
44,566 |
UNCH |
0.00% |
First National Bank Sioux Falls |
16,693 |
16,693 |
UNCH |
0.00% |
Sigma Investment Counselors Inc. |
3,428 |
3,428 |
UNCH |
0.00% |
Markel Corp |
1,229,000 |
1,229,000 |
UNCH |
0.00% |
Dupont Capital Management Corp |
71,172 |
71,172 |
UNCH |
0.00% |
Trust Co. of Vermont |
1,875 |
1,875 |
UNCH |
0.00% |
Central Bank & Trust Co. |
454 |
454 |
UNCH |
0.00% |
Culbertson A N & Co. Inc. |
1,800 |
1,800 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
1,859 |
1,859 |
UNCH |
0.00% |
Thompson Investment Management Inc. |
700 |
700 |
UNCH |
0.00% |
MeadowBrook Investment Advisors LLC |
28 |
28 |
UNCH |
0.00% |
Legacy Private Trust Co. |
2,230 |
2,230 |
UNCH |
0.00% |
Contravisory Investment Management Inc. |
24 |
24 |
UNCH |
0.00% |
Penbrook Management LLC |
17,523 |
17,523 |
UNCH |
0.00% |
Merrion Investment Management Co LLC |
3,500 |
3,500 |
UNCH |
0.00% |
Reik & CO. LLC |
2,425 |
2,425 |
UNCH |
0.00% |
Sterneck Capital Management LLC |
2,900 |
2,900 |
UNCH |
0.00% |
Eagle Ridge Investment Management |
1,900 |
1,900 |
UNCH |
0.00% |
Supplemental Annuity Collective Trust of NJ |
6,000 |
6,000 |
UNCH |
0.00% |
State of New Jersey Common Pension Fund D |
402,197 |
402,197 |
UNCH |
0.00% |
Vista Capital Partners Inc. |
2,278 |
2,278 |
UNCH |
0.00% |
David R. Rahn & Associates Inc. |
5,320 |
5,320 |
UNCH |
0.00% |
Perkins Coie Trust Co |
4,697 |
4,697 |
UNCH |
0.00% |
Smart Portfolios LLC |
2,245 |
2,245 |
UNCH |
0.00% |
Banque Pictet & Cie SA |
1,820 |
1,820 |
UNCH |
0.00% |
Alta Advisers Ltd |
1,900 |
1,900 |
UNCH |
0.00% |
South Dakota Investment Council |
18,480 |
18,480 |
UNCH |
0.00% |
Nadler Financial Group Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
1,586 |
1,586 |
UNCH |
0.00% |
Consolidated Investment Group LLC |
86,229 |
86,229 |
UNCH |
0.00% |
Sippican Capital Advisors |
7,414 |
7,414 |
UNCH |
0.00% |
Oxbow Advisors LLC |
24,495 |
24,495 |
UNCH |
0.00% |
Financial Management Professionals Inc. |
20 |
20 |
UNCH |
0.00% |
Segment Wealth Management LLC |
12,260 |
12,260 |
UNCH |
0.00% |
Parkside Advisors LLC |
1,787 |
1,787 |
UNCH |
0.00% |
Oakworth Capital Inc. |
1,770 |
1,770 |
UNCH |
0.00% |
JJJ Advisors Inc. |
305 |
305 |
UNCH |
0.00% |
Pictet North America Advisors SA |
8,800 |
8,800 |
UNCH |
0.00% |
Signet Financial Management LLC |
2,108 |
2,108 |
UNCH |
0.00% |
Stanley Laman Group Ltd. |
3,242 |
3,242 |
UNCH |
0.00% |
Private Ocean LLC |
1,215 |
1,215 |
UNCH |
0.00% |
Riverpark Capital Management LLC |
17,615 |
17,615 |
UNCH |
0.00% |
Davy Global Fund Management Ltd |
40,055 |
40,055 |
UNCH |
0.00% |
Mitchell Mcleod Pugh & Williams Inc. |
2,380 |
2,380 |
UNCH |
0.00% |
Summit Financial Wealth Advisors LLC |
3,912 |
3,912 |
UNCH |
0.00% |
Trust Co |
210 |
210 |
UNCH |
0.00% |
First Personal Financial Services |
1,200 |
1,200 |
UNCH |
0.00% |
Donald L. Hagan LLC |
10,000 |
10,000 |
UNCH |
0.00% |
Pegasus Partners Ltd. |
2,731 |
2,731 |
UNCH |
0.00% |
Arcus Capital Partners LLC |
4,750 |
4,750 |
UNCH |
0.00% |
First PREMIER Bank |
6,000 |
6,000 |
UNCH |
0.00% |
GSB Wealth Management LLC |
2,135 |
2,135 |
UNCH |
0.00% |
TRUE Private Wealth Advisors |
5,296 |
5,296 |
UNCH |
0.00% |
Bristlecone Advisors LLC |
2,310 |
2,310 |
UNCH |
0.00% |
Harbour Capital Advisors LLC |
3,025 |
3,025 |
UNCH |
0.00% |
Harbor Advisors LLC |
7,700 |
7,700 |
UNCH |
0.00% |
Legacy Bridge LLC |
1,955 |
1,955 |
UNCH |
0.00% |
Mascoma Wealth Management LLC |
66 |
66 |
UNCH |
0.00% |
Kohmann Bosshard Financial Services LLC |
3,800 |
3,800 |
UNCH |
0.00% |
Pinnacle Bank |
613 |
613 |
UNCH |
0.00% |
Bfsg LLC |
600 |
600 |
UNCH |
0.00% |
Cantor Fitzgerald Investment Adviser L.P. |
6,000 |
6,000 |
UNCH |
0.00% |
Gradient Capital Advisors LLC |
4,487 |
4,487 |
UNCH |
0.00% |
Global Trust Asset Management LLC |
900 |
900 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
700 |
700 |
UNCH |
0.00% |
Northwest Capital Management Inc |
568 |
568 |
UNCH |
0.00% |
Investors Research Corp |
50 |
50 |
UNCH |
0.00% |
Triumph Capital Management |
2,715 |
2,715 |
UNCH |
0.00% |
New Potomac Partners LLC |
1,576 |
1,576 |
UNCH |
0.00% |
APCM Wealth Management for Individuals |
3,161 |
3,161 |
UNCH |
0.00% |
Centerpoint Advisors LLC |
833 |
833 |
UNCH |
0.00% |
Versant Capital Management Inc |
2,411 |
2,411 |
UNCH |
0.00% |
LFA Lugano Financial Advisors SA |
2,000 |
2,000 |
UNCH |
0.00% |
Impax Asset Management Group plc |
5,200 |
5,200 |
UNCH |
0.00% |
Essex Savings Bank |
2,013 |
2,013 |
UNCH |
0.00% |
Selective Wealth Management Inc. |
2,614 |
2,614 |
UNCH |
0.00% |
CRA Financial Services LLC |
2,543 |
2,543 |
UNCH |
0.00% |
Salomon & Ludwin LLC |
280 |
280 |
UNCH |
0.00% |
Yarbrough Capital LLC |
94,255 |
94,255 |
UNCH |
0.00% |
PSI Advisors LLC |
100 |
100 |
UNCH |
0.00% |
Atticus Wealth Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
Lion Street Advisors LLC |
3,996 |
3,996 |
UNCH |
0.00% |
Powell Investment Advisors LLC |
5,520 |
5,520 |
UNCH |
0.00% |
Center for Financial Planning Inc. |
1,150 |
1,150 |
UNCH |
0.00% |
Total Clarity Wealth Management Inc. |
4,929 |
4,929 |
UNCH |
0.00% |
Citizens National Bank Trust Department |
300 |
300 |
UNCH |
0.00% |
Affinity Capital Advisors LLC |
2,900 |
2,900 |
UNCH |
0.00% |
StrongBox Wealth LLC |
15,918 |
15,918 |
UNCH |
0.00% |
Concord Wealth Partners |
119 |
119 |
UNCH |
0.00% |
Carl P. Sherr & Co. LLC |
2,250 |
2,250 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
312 |
312 |
UNCH |
0.00% |
Bank of New Hampshire |
635 |
635 |
UNCH |
0.00% |
JTC Employer Solutions Trusteee Ltd |
7,160 |
7,160 |
UNCH |
0.00% |
Householder Group Estate & Retirement Specialist LLC |
1,002 |
1,002 |
UNCH |
0.00% |
Activest Wealth Management |
28 |
28 |
UNCH |
0.00% |
McElhenny Sheffield Capital Management LLC |
8,519 |
8,519 |
UNCH |
0.00% |
Essex LLC |
2,606 |
2,606 |
UNCH |
0.00% |
MKT Advisors LLC |
3,145 |
3,145 |
UNCH |
0.00% |
PACK Private Wealth LLC |
2,000 |
2,000 |
UNCH |
0.00% |
SC&H Financial Advisors Inc. |
2,532 |
2,532 |
UNCH |
0.00% |
Kathleen S. Wright Associates Inc. |
1,400 |
1,400 |
UNCH |
0.00% |
Ameliora Wealth Management Ltd. |
5,010 |
5,010 |
UNCH |
0.00% |
City State Bank |
1,747 |
1,747 |
UNCH |
0.00% |
Regatta Capital Group LLC |
3,975 |
3,975 |
UNCH |
0.00% |
Autumn Glory Partners LLC |
3,145 |
3,145 |
UNCH |
0.00% |
Oak Harbor Wealth Partners LLC |
5,579 |
5,579 |
UNCH |
0.00% |
Hutchens & Kramer Investment Management Group LLC |
3,000 |
3,000 |
UNCH |
0.00% |
W Advisors LLC |
1,926 |
1,926 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
3,545 |
3,545 |
UNCH |
0.00% |
Ruedi Wealth Management Inc. |
375 |
375 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
1,730 |
1,730 |
UNCH |
0.00% |
Gray Wealth Management Inc. |
2,222 |
2,222 |
UNCH |
0.00% |
Stephens Consulting LLC |
1,000 |
1,000 |
UNCH |
0.00% |
Davis Investment Partners LLC |
9,540 |
9,540 |
UNCH |
0.00% |
Channel Wealth LLC |
3,082 |
3,082 |
UNCH |
0.00% |
Armstrong Fleming & Moore Inc |
3,000 |
3,000 |
UNCH |
0.00% |
Silvia Mccoll Wealth Management LLC |
3,009 |
3,009 |
UNCH |
0.00% |
Halpern Financial Inc. |
152 |
152 |
UNCH |
0.00% |
DiNuzzo Private Wealth Inc. |
120 |
120 |
UNCH |
0.00% |
Financial Perspectives Inc |
560 |
560 |
UNCH |
0.00% |
Trueblood Wealth Management LLC |
3,985 |
3,985 |
UNCH |
0.00% |
Gold Investment Management Ltd. |
1,159 |
1,159 |
UNCH |
0.00% |
Wetzel Investment Advisors Inc. |
71 |
71 |
UNCH |
0.00% |
Sachetta LLC |
1,745 |
1,745 |
UNCH |
0.00% |
Private Wealth Management Group LLC |
18 |
18 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
500 |
500 |
UNCH |
0.00% |
13F Filers Decreasing BX Share Count |
Granite Bay Wealth Management LLC |
1,566,326 |
11,528 |
-1,554,798 |
-99.26% |
ORG Partners LLC |
1,351 |
11 |
-1,340 |
-99.19% |
Meitav Dash Investments Ltd. |
183,416 |
9,042 |
-174,374 |
-95.07% |
Prestige Wealth Management Group LLC |
2,271 |
142 |
-2,129 |
-93.75% |
TruWealth Advisors LLC |
74,295 |
4,813 |
-69,482 |
-93.52% |
Soltis Investment Advisors LLC |
40,615 |
4,222 |
-36,393 |
-89.60% |
Hudock Inc. |
18,003 |
2,773 |
-15,230 |
-84.60% |
Ayrshire Capital Management LLC |
39,374 |
9,575 |
-29,799 |
-75.68% |
Farmers & Merchants Trust Co of Chambersburg PA |
117 |
34 |
-83 |
-70.94% |
Park Place Capital Corp |
491 |
146 |
-345 |
-70.26% |
Mirae Asset Global Investments Co. Ltd. |
212,840 |
64,951 |
-147,889 |
-69.48% |
Teacher Retirement System of Texas |
57,863 |
18,073 |
-39,790 |
-68.77% |
Ronald Blue Trust Inc. |
1,684 |
575 |
-1,109 |
-65.86% |
Secure Asset Management LLC |
11,637 |
4,340 |
-7,297 |
-62.71% |
Integrated Advisors Network LLC |
72,624 |
31,046 |
-41,578 |
-57.25% |
Rakuten Securities Inc. |
28 |
12 |
-16 |
-57.14% |
Artemis Investment Management LLP |
677,562 |
307,254 |
-370,308 |
-54.65% |
Great Valley Advisor Group Inc. |
61,676 |
28,365 |
-33,311 |
-54.01% |
Good Life Advisors LLC |
25,776 |
12,138 |
-13,638 |
-52.91% |
Tower Bridge Advisors |
7,056 |
3,509 |
-3,547 |
-50.27% |
Victory Capital Management Inc. |
460,520 |
229,989 |
-230,531 |
-50.06% |
Sierra Capital LLC |
34,750 |
17,392 |
-17,358 |
-49.95% |
Cypress Wealth Services LLC |
3,494 |
1,784 |
-1,710 |
-48.94% |
Sequoia Financial Advisors LLC |
294,223 |
150,267 |
-143,956 |
-48.93% |
Tsfg LLC |
551 |
284 |
-267 |
-48.46% |
Dynamic Advisor Solutions LLC |
17,191 |
9,151 |
-8,040 |
-46.77% |
Avory & Company LLC |
8,081 |
4,400 |
-3,681 |
-45.55% |
Schnieders Capital Management LLC |
3,538 |
2,038 |
-1,500 |
-42.40% |
Transform Wealth LLC |
34,568 |
20,420 |
-14,148 |
-40.93% |
First Financialcorp IN |
857 |
508 |
-349 |
-40.72% |
Lincoln Capital Corp |
3,663 |
2,187 |
-1,476 |
-40.29% |
HBC Financial Services PLLC |
50 |
30 |
-20 |
-40.00% |
WBI Investments |
17,058 |
10,341 |
-6,717 |
-39.38% |
Newbridge Financial Services Group Inc. |
5,638 |
3,419 |
-2,219 |
-39.36% |
Asahi Life Asset Management CO. LTD. |
3,860 |
2,350 |
-1,510 |
-39.12% |
Westside Investment Management Inc. |
20,923 |
12,970 |
-7,953 |
-38.01% |
Mission Wealth Management LP |
7,201 |
4,586 |
-2,615 |
-36.31% |
First Hawaiian Bank |
10,745 |
6,845 |
-3,900 |
-36.30% |
Family CFO Inc |
284 |
184 |
-100 |
-35.21% |
Braun Bostich & Associates Inc. |
2,457 |
1,599 |
-858 |
-34.92% |
Sound Income Strategies LLC |
1,194 |
777 |
-417 |
-34.92% |
SeaCrest Wealth Management LLC |
14,384 |
9,418 |
-4,966 |
-34.52% |
MCF Advisors LLC |
1,300 |
882 |
-418 |
-32.15% |
Everpar Advisors LLC |
13,878 |
9,437 |
-4,441 |
-32.00% |
Schwarz Dygos Wheeler Investment Advisors LLC |
2,423 |
1,650 |
-773 |
-31.90% |
Tealwood Asset Management Inc. |
27,470 |
18,973 |
-8,497 |
-30.93% |
Larson Financial Group LLC |
4,084 |
2,862 |
-1,222 |
-29.92% |
Ferguson Wellman Capital Management Inc. |
5,992 |
4,324 |
-1,668 |
-27.84% |
Proequities Inc. |
3,698 |
2,676 |
-1,022 |
-27.64% |
Hodges Capital Management Inc. |
10,805 |
7,875 |
-2,930 |
-27.12% |
Emfo LLC |
2,782 |
2,032 |
-750 |
-26.96% |
Rheos Capital Works Inc. |
112,000 |
82,000 |
-30,000 |
-26.79% |
ACT Wealth Management LLC |
2,080 |
1,550 |
-530 |
-25.48% |
First Dallas Securities Inc. |
13,165 |
9,815 |
-3,350 |
-25.45% |
Financial Counselors Inc. |
9,984 |
7,546 |
-2,438 |
-24.42% |
Congress Wealth Management LLC DE |
36,215 |
27,390 |
-8,825 |
-24.37% |
Asset Dedication LLC |
986 |
755 |
-231 |
-23.43% |
Carnegie Capital Asset Management LLC |
2,149 |
1,667 |
-482 |
-22.43% |
Sapient Capital LLC |
5,510 |
4,280 |
-1,230 |
-22.32% |
Litman Gregory Asset Management LLC |
10,550 |
8,250 |
-2,300 |
-21.80% |
Summit Financial LLC |
4,830 |
3,841 |
-989 |
-20.48% |
Allspring Global Investments Holdings LLC |
66,788 |
53,152 |
-13,636 |
-20.42% |
Bank Hapoalim BM |
10,550 |
8,418 |
-2,132 |
-20.21% |
TFC Financial Management |
243 |
194 |
-49 |
-20.16% |
Webster Bank N. A. |
621 |
496 |
-125 |
-20.13% |
KMG Fiduciary Partners LLC |
5,467 |
4,430 |
-1,037 |
-18.97% |
Pennsylvania Capital Management Inc. ADV |
10,745 |
8,707 |
-2,038 |
-18.97% |
Vantage Investment Partners LLC |
133,493 |
109,211 |
-24,282 |
-18.19% |
West Bancorporation Inc. |
4,173 |
3,423 |
-750 |
-17.97% |
Montecito Bank & Trust |
5,439 |
4,484 |
-955 |
-17.56% |
DekaBank Deutsche Girozentrale |
206,006 |
170,795 |
-35,211 |
-17.09% |
Naviter Wealth LLC |
7,213 |
6,003 |
-1,210 |
-16.78% |
Hoertkorn Richard Charles |
1,400 |
1,175 |
-225 |
-16.07% |
BluePath Capital Management LLC |
5,946 |
5,021 |
-925 |
-15.56% |
Western Wealth Management LLC |
17,580 |
14,872 |
-2,708 |
-15.40% |
Amalgamated Bank |
181,585 |
153,893 |
-27,692 |
-15.25% |
Kovack Advisors Inc. |
16,080 |
13,642 |
-2,438 |
-15.16% |
Evolution Advisers Inc. |
100 |
85 |
-15 |
-15.00% |
Apollon Wealth Management LLC |
63,087 |
53,741 |
-9,346 |
-14.81% |
Northside Capital Management LLC |
3,226 |
2,752 |
-474 |
-14.69% |
Teamwork Financial Advisors LLC |
2,156 |
1,840 |
-316 |
-14.66% |
Portside Wealth Group LLC |
2,019 |
1,731 |
-288 |
-14.26% |
Acropolis Investment Management LLC |
1,169 |
1,004 |
-165 |
-14.11% |
HighTower Advisors LLC |
1,768,349 |
1,522,734 |
-245,615 |
-13.89% |
Morton Capital Management LLC CA |
4,902 |
4,225 |
-677 |
-13.81% |
Sabal Trust CO |
11,250 |
9,698 |
-1,552 |
-13.80% |
ZWJ Investment Counsel Inc. |
1,889 |
1,640 |
-249 |
-13.18% |
Bradley & Co. Private Wealth Management LLC |
115 |
100 |
-15 |
-13.04% |
Kingswood Wealth Advisors LLC |
13,181 |
11,536 |
-1,645 |
-12.48% |
American National Bank |
83 |
73 |
-10 |
-12.05% |
Empower Advisory Group LLC |
2,070 |
1,822 |
-248 |
-11.98% |
Rosenberg Matthew Hamilton |
512 |
451 |
-61 |
-11.91% |
Kellett Schaffner Wealth Advisors LLC |
2,544 |
2,242 |
-302 |
-11.87% |
Clarity Capital Partners LLC |
1,785 |
1,585 |
-200 |
-11.20% |
Clarius Group LLC |
12,766 |
11,394 |
-1,372 |
-10.75% |
RiverPark Advisors LLC |
21,434 |
19,194 |
-2,240 |
-10.45% |
WBH Advisory Inc. |
5,579 |
4,997 |
-582 |
-10.43% |
Charter Trust Co. |
2,755 |
2,469 |
-286 |
-10.38% |
Northcape Wealth Management LLC |
20,155 |
18,163 |
-1,992 |
-9.88% |
Brown Advisory Inc. |
6,429,749 |
5,816,422 |
-613,327 |
-9.54% |
Renaissance Investment Group LLC |
13,662 |
12,379 |
-1,283 |
-9.39% |
Blue Zone Wealth Advisors LLC |
33,859 |
30,765 |
-3,094 |
-9.14% |
Lewis Asset Management LLC |
7,160 |
6,508 |
-652 |
-9.11% |
PFG Private Wealth Management LLC |
2,005 |
1,825 |
-180 |
-8.98% |
VAUGHAN & Co SECURITIES INC. |
5,440 |
4,958 |
-482 |
-8.86% |
Intellectus Partners LLC |
19,345 |
17,653 |
-1,692 |
-8.75% |
Bouchey Financial Group Ltd |
1,883 |
1,720 |
-163 |
-8.66% |
Quad Cities Investment Group LLC |
5,975 |
5,475 |
-500 |
-8.37% |
Pekin Hardy Strauss Inc. |
19,658 |
18,016 |
-1,642 |
-8.35% |
Putnam FL Investment Management Co. |
3,965 |
3,639 |
-326 |
-8.22% |
Investment Partners Asset Management Inc. |
9,806 |
9,005 |
-801 |
-8.17% |
Werlinich Asset Management LLC |
40,072 |
36,812 |
-3,260 |
-8.14% |
Gradient Investments LLC |
141,694 |
130,295 |
-11,399 |
-8.04% |
Avion Wealth |
51 |
47 |
-4 |
-7.84% |
Fort Pitt Capital Group LLC |
816,558 |
753,652 |
-62,906 |
-7.70% |
McAdam LLC |
1,733 |
1,600 |
-133 |
-7.67% |
Wsfs Capital Management LLC |
13,602 |
12,566 |
-1,036 |
-7.62% |
Perfromance Wealth Partners LLC |
132,246 |
122,245 |
-10,001 |
-7.56% |
Glass Jacobson Investment Advisors llc |
3,653 |
3,379 |
-274 |
-7.50% |
Mitchell & Pahl Private Wealth LLC |
15,287 |
14,149 |
-1,138 |
-7.44% |
Ballast Advisors LLC |
22,683 |
21,008 |
-1,675 |
-7.38% |
Jmac Enterprises LLC |
6,800 |
6,300 |
-500 |
-7.35% |
Cyndeo Wealth Partners LLC |
20,553 |
19,082 |
-1,471 |
-7.16% |
Venturi Wealth Management LLC |
2,590 |
2,406 |
-184 |
-7.10% |
Cullen Investment Group LTD. |
6,774 |
6,293 |
-481 |
-7.10% |
Silverlake Wealth Management LLC |
5,048 |
4,691 |
-357 |
-7.07% |
Blue Square Asset Management LLC |
17,977 |
16,715 |
-1,262 |
-7.02% |
Private Trust Co. NA |
13,062 |
12,150 |
-912 |
-6.98% |
Kestra Private Wealth Services LLC |
64,991 |
60,497 |
-4,494 |
-6.91% |
Perigon Wealth Management LLC |
82,707 |
76,992 |
-5,715 |
-6.91% |
Crescent Grove Advisors LLC |
13,094 |
12,199 |
-895 |
-6.84% |
Compagnie Lombard Odier SCmA |
592,816 |
553,899 |
-38,917 |
-6.56% |
Envestnet Portfolio Solutions Inc. |
20,759 |
19,406 |
-1,353 |
-6.52% |
Relyea Zuckerberg Hanson LLC |
2,888 |
2,701 |
-187 |
-6.48% |
Janney Capital Management LLC |
3,564 |
3,335 |
-229 |
-6.43% |
Arlington Trust Co LLC |
1,390 |
1,301 |
-89 |
-6.40% |
Tritonpoint Wealth LLC |
35,675 |
33,478 |
-2,197 |
-6.16% |
Verdence Capital Advisors LLC |
11,582 |
10,877 |
-705 |
-6.09% |
Arkadios Wealth Advisors |
12,788 |
12,012 |
-776 |
-6.07% |
Opinicus Capital Inc. |
16,626 |
15,633 |
-993 |
-5.97% |
True North Advisors LLC |
20,981 |
19,731 |
-1,250 |
-5.96% |
Newman Dignan & Sheerar Inc. |
8,279 |
7,789 |
-490 |
-5.92% |
PBMares Wealth Management LLC |
8,503 |
8,003 |
-500 |
-5.88% |
Mayflower Financial Advisors LLC |
8,883 |
8,362 |
-521 |
-5.87% |
Securian Asset Management Inc |
44,912 |
42,327 |
-2,585 |
-5.76% |
Ellis Investment Partners LLC |
58,844 |
55,460 |
-3,384 |
-5.75% |
Chapin Davis Inc. |
11,121 |
10,481 |
-640 |
-5.75% |
Capital Asset Advisory Services LLC |
2,611 |
2,461 |
-150 |
-5.74% |
New Century Financial Group LLC |
1,628 |
1,536 |
-92 |
-5.65% |
Onyx Bridge Wealth Group LLC |
4,081 |
3,851 |
-230 |
-5.64% |
Triangle Securities Wealth Management |
56,775 |
53,607 |
-3,168 |
-5.58% |
PayPay Securities Corp |
36 |
34 |
-2 |
-5.56% |
Garrett Investment Advisors LLC |
17,736 |
16,770 |
-966 |
-5.45% |
Wolff Wiese Magana LLC |
551 |
521 |
-30 |
-5.44% |
Means Investment CO. Inc. |
23,400 |
22,130 |
-1,270 |
-5.43% |
B & T Capital Management DBA Alpha Capital Management |
69,050 |
65,425 |
-3,625 |
-5.25% |
IVC Wealth Advisors LLC |
3,621 |
3,437 |
-184 |
-5.08% |
Nilsine Partners LLC |
2,425 |
2,302 |
-123 |
-5.07% |
Nisa Investment Advisors LLC |
137,578 |
130,656 |
-6,922 |
-5.03% |
Sterling Investment Advisors Ltd. |
24,451 |
23,228 |
-1,223 |
-5.00% |
Carmel Capital Partners LLC |
6,263 |
5,956 |
-307 |
-4.90% |
RDA Financial Network |
11,681 |
11,111 |
-570 |
-4.88% |
Heritage Investors Management Corp |
12,214 |
11,639 |
-575 |
-4.71% |
Retirement Planning Co of New England Inc. |
28,112 |
26,792 |
-1,320 |
-4.70% |
Private Capital Advisors Inc. |
106,723 |
101,712 |
-5,011 |
-4.70% |
Apexium Financial LP |
8,949 |
8,529 |
-420 |
-4.69% |
Conning Inc. |
2,775 |
2,645 |
-130 |
-4.68% |
First Interstate Bank |
37,576 |
35,829 |
-1,747 |
-4.65% |
BLB&B Advisors LLC |
3,466 |
3,308 |
-158 |
-4.56% |
Csenge Advisory Group |
6,188 |
5,908 |
-280 |
-4.52% |
Douglas Lane & Associates LLC |
851,237 |
812,767 |
-38,470 |
-4.52% |
SYSTM Wealth Solutions LLC |
3,113 |
2,975 |
-138 |
-4.43% |
Marietta Wealth Management LLC |
54,775 |
52,413 |
-2,362 |
-4.31% |
Keel Point LLC |
3,342 |
3,198 |
-144 |
-4.31% |
Cornerstone Wealth Management LLC |
59,684 |
57,204 |
-2,480 |
-4.16% |
Zurcher Kantonalbank Zurich Cantonalbank |
126,453 |
121,270 |
-5,183 |
-4.10% |
BKD Wealth Advisors LLC |
2,520 |
2,418 |
-102 |
-4.05% |
Diligent Investors LLC |
24,370 |
23,386 |
-984 |
-4.04% |
Welch & Forbes LLC |
11,997 |
11,512 |
-485 |
-4.04% |
SFE Investment Counsel |
43,401 |
41,667 |
-1,734 |
-4.00% |
Asset Management One Co. Ltd. |
303,069 |
291,305 |
-11,764 |
-3.88% |
Register Financial Advisors LLC |
25,510 |
24,528 |
-982 |
-3.85% |
Galvin Gaustad & Stein LLC |
6,180 |
5,943 |
-237 |
-3.83% |
M&R Capital Management Inc. |
7,897 |
7,597 |
-300 |
-3.80% |
Purus Wealth Management LLC |
6,527 |
6,281 |
-246 |
-3.77% |
Geneos Wealth Management Inc. |
5,257 |
5,059 |
-198 |
-3.77% |
Advisors Capital Management LLC |
776,014 |
746,720 |
-29,294 |
-3.77% |
YHB Investment Advisors Inc. |
2,410 |
2,320 |
-90 |
-3.73% |
Greenwood Capital Associates LLC |
11,102 |
10,689 |
-413 |
-3.72% |
Curbstone Financial Management Corp |
5,480 |
5,280 |
-200 |
-3.65% |
Mosley Wealth Management |
3,672 |
3,540 |
-132 |
-3.59% |
Wealth Alliance Advisory Group LLC |
3,045 |
2,937 |
-108 |
-3.55% |
Stony Point Wealth Management Inc. |
62,003 |
59,804 |
-2,199 |
-3.55% |
Embree Financial Group |
63,482 |
61,232 |
-2,250 |
-3.54% |
Xcel Wealth Management LLC |
12,743 |
12,293 |
-450 |
-3.53% |
Commerce Bank |
35,241 |
34,012 |
-1,229 |
-3.49% |
Sandbox Financial Partners LLC |
12,194 |
11,773 |
-421 |
-3.45% |
Opal Wealth Advisors LLC |
2,987 |
2,884 |
-103 |
-3.45% |
Union Savings Bank |
8,521 |
8,234 |
-287 |
-3.37% |
OneAscent Financial Services LLC |
2,145 |
2,073 |
-72 |
-3.36% |
Gateway Investment Advisers LLC |
14,039 |
13,570 |
-469 |
-3.34% |
Zhang Financial LLC |
11,168 |
10,814 |
-354 |
-3.17% |
Main Street Financial Solutions LLC |
1,998 |
1,935 |
-63 |
-3.15% |
Palumbo Wealth Management LLC |
3,540 |
3,429 |
-111 |
-3.14% |
Transcend Wealth Collective LLC |
61,854 |
59,912 |
-1,942 |
-3.14% |
Jeppson Wealth Management LLC |
7,303 |
7,078 |
-225 |
-3.08% |
UMB Bank N A MO |
13,542 |
13,129 |
-413 |
-3.05% |
McKinley Carter Wealth Services Inc. |
5,255 |
5,101 |
-154 |
-2.93% |
Guinness Asset Management LTD |
4,308 |
4,183 |
-125 |
-2.90% |
Tandem Investment Advisors Inc. |
4,035 |
3,920 |
-115 |
-2.85% |
Miracle Mile Advisors LLC |
30,499 |
29,640 |
-859 |
-2.82% |
Argent Capital Management LLC |
606,796 |
590,232 |
-16,564 |
-2.73% |
Grove Bank & Trust |
1,470 |
1,430 |
-40 |
-2.72% |
New Mexico Educational Retirement Board |
36,800 |
35,800 |
-1,000 |
-2.72% |
Princeton Global Asset Management LLC |
97,764 |
95,128 |
-2,636 |
-2.70% |
Park Avenue Securities LLC |
17,858 |
17,375 |
-483 |
-2.70% |
North Star Investment Management Corp. |
185,630 |
180,672 |
-4,958 |
-2.67% |
Haverford Trust Co. |
6,883 |
6,700 |
-183 |
-2.66% |
Fortune Financial Advisors LLC |
24,006 |
23,376 |
-630 |
-2.62% |
Chicago Capital LLC |
28,523 |
27,787 |
-736 |
-2.58% |
Louisiana State Employees Retirement System |
43,000 |
41,900 |
-1,100 |
-2.56% |
Lincoln National Corp |
24,402 |
23,779 |
-623 |
-2.55% |
Covenant Asset Management LLC |
17,863 |
17,414 |
-449 |
-2.51% |
Moody Aldrich Partners LLC |
3,687 |
3,595 |
-92 |
-2.50% |
Carson Advisory Inc. |
11,245 |
10,965 |
-280 |
-2.49% |
Wellington Shields & Co. LLC |
34,378 |
33,539 |
-839 |
-2.44% |
Leavell Investment Management Inc. |
201,397 |
196,511 |
-4,886 |
-2.43% |
Bank of New York Mellon Corp |
4,739,784 |
4,624,849 |
-114,935 |
-2.42% |
Voisard Asset Management Group Inc. |
2,039 |
1,990 |
-49 |
-2.40% |
Vanguard Capital Wealth Advisors |
4,350 |
4,250 |
-100 |
-2.30% |
New York Life Investment Management LLC |
110,790 |
108,242 |
-2,548 |
-2.30% |
Hudson Valley Investment Advisors Inc. ADV |
13,149 |
12,849 |
-300 |
-2.28% |
West Paces Advisors Inc. |
716 |
700 |
-16 |
-2.23% |
OLD National Bancorp IN |
5,670 |
5,545 |
-125 |
-2.20% |
Wealth Enhancement Advisory Services LLC |
433,576 |
424,092 |
-9,484 |
-2.19% |
NBC Securities Inc. |
5,669 |
5,545 |
-124 |
-2.19% |
NewEdge Wealth LLC |
637,375 |
623,499 |
-13,876 |
-2.18% |
Gables Capital Management Inc. |
6,980 |
6,830 |
-150 |
-2.15% |
Virginia Wealth Management Group Inc. |
9,987 |
9,774 |
-213 |
-2.13% |
STA Wealth Management LLC |
16,985 |
16,629 |
-356 |
-2.10% |
Wellington Shields Capital Management LLC |
139,918 |
136,991 |
-2,927 |
-2.09% |
Valmark Advisers Inc. |
3,804 |
3,727 |
-77 |
-2.02% |
Aprio Wealth Management LLC |
2,436 |
2,387 |
-49 |
-2.01% |
WealthShield Partners LLC |
1,765 |
1,730 |
-35 |
-1.98% |
Capital Management Associates NY |
22,655 |
22,212 |
-443 |
-1.96% |
Atlantic Union Bankshares Corp |
5,108 |
5,010 |
-98 |
-1.92% |
Private Advisor Group LLC |
219,914 |
215,763 |
-4,151 |
-1.89% |
Aviance Capital Partners LLC |
16,584 |
16,275 |
-309 |
-1.86% |
Raymond James Financial Services Advisors Inc. |
443,786 |
435,814 |
-7,972 |
-1.80% |
Redwood Financial Network Corp |
3,777 |
3,710 |
-67 |
-1.77% |
Honkamp Krueger Financial Services Inc. |
3,527 |
3,465 |
-62 |
-1.76% |
Herbst Group LLC |
17,751 |
17,451 |
-300 |
-1.69% |
Sunbelt Securities Inc. |
6,570 |
6,459 |
-111 |
-1.69% |
Naples Global Advisors LLC |
44,183 |
43,458 |
-725 |
-1.64% |
Adell Harriman & Carpenter Inc. |
280,575 |
276,032 |
-4,543 |
-1.62% |
Account Management LLC |
93,171 |
91,681 |
-1,490 |
-1.60% |
Hofer & Associates. Inc |
3,161 |
3,111 |
-50 |
-1.58% |
Courier Capital LLC |
3,200 |
3,150 |
-50 |
-1.56% |
Summit Place Financial Advisors LLC |
26,580 |
26,175 |
-405 |
-1.52% |
Stock Yards Bank & Trust Co. |
25,296 |
24,917 |
-379 |
-1.50% |
GPS Wealth Strategies Group LLC |
18,143 |
17,877 |
-266 |
-1.47% |
Cigna Investments Inc. New |
7,650 |
7,539 |
-111 |
-1.45% |
Busey Wealth Management |
5,847 |
5,765 |
-82 |
-1.40% |
Seamount Financial Group Inc. |
5,063 |
4,993 |
-70 |
-1.38% |
Baldwin Brothers Inc. MA |
268,849 |
265,235 |
-3,614 |
-1.34% |
Clifford Swan Investment Counsel LLC |
5,676 |
5,601 |
-75 |
-1.32% |
San Luis Wealth Advisors LLC |
4,610 |
4,551 |
-59 |
-1.28% |
Fishman Jay A Ltd. MI |
474,886 |
468,836 |
-6,050 |
-1.27% |
Cambridge Investment Research Advisors Inc. |
292,317 |
288,761 |
-3,556 |
-1.22% |
Wealth Effects LLC |
26,147 |
25,830 |
-317 |
-1.21% |
Lodestone Wealth Management LLC |
13,668 |
13,515 |
-153 |
-1.12% |
Coastal Investment Advisors Inc. |
5,494 |
5,433 |
-61 |
-1.11% |
First National Trust Co |
8,721 |
8,625 |
-96 |
-1.10% |
Team Hewins LLC |
14,893 |
14,732 |
-161 |
-1.08% |
Ridgecrest Wealth Partners LLC |
2,780 |
2,750 |
-30 |
-1.08% |
Slow Capital Inc. |
3,417 |
3,380 |
-37 |
-1.08% |
Neville Rodie & Shaw Inc. |
192,337 |
190,292 |
-2,045 |
-1.06% |
Community Bank & Trust Waco Texas |
77,729 |
76,919 |
-810 |
-1.04% |
Mcintyre Freedman & Flynn Investment Advisers Inc. |
62,253 |
61,606 |
-647 |
-1.04% |
Field & Main Bank |
19,190 |
18,993 |
-197 |
-1.03% |
Commonwealth Equity Services LLC |
720,712 |
713,557 |
-7,155 |
-0.99% |
Thomas Story & Son LLC |
25,816 |
25,566 |
-250 |
-0.97% |
Bill Few Associates Inc. |
38,226 |
37,861 |
-365 |
-0.95% |
E&G Advisors LP |
10,584 |
10,484 |
-100 |
-0.94% |
Hexagon Capital Partners LLC |
7,984 |
7,917 |
-67 |
-0.84% |
NBT Bank N A NY |
6,946 |
6,888 |
-58 |
-0.84% |
Mutual of America Capital Management LLC |
95,095 |
94,315 |
-780 |
-0.82% |
Allen Capital Group LLC |
57,018 |
56,563 |
-455 |
-0.80% |
Capital City Trust Co. FL |
19,572 |
19,417 |
-155 |
-0.79% |
CAPROCK Group Inc. |
5,360 |
5,319 |
-41 |
-0.76% |
Delta Financial Group Inc. |
2,653 |
2,633 |
-20 |
-0.75% |
Madison Park Capital Advisors LLC |
16,677 |
16,555 |
-122 |
-0.73% |
Red Door Wealth Management LLC |
19,027 |
18,900 |
-127 |
-0.67% |
Howard Capital Management Group LLC |
304,214 |
302,249 |
-1,965 |
-0.65% |
Canal Capital Management LLC |
104,699 |
104,050 |
-649 |
-0.62% |
Harbour Trust & Investment Management Co |
55,724 |
55,388 |
-336 |
-0.60% |
Bard Financial Services Inc. |
33,200 |
33,000 |
-200 |
-0.60% |
Perennial Advisors LLC |
3,560 |
3,540 |
-20 |
-0.56% |
Steel Peak Wealth Management LLC |
39,488 |
39,272 |
-216 |
-0.55% |
Investors Asset Management of Georgia Inc. GA ADV |
12,504 |
12,435 |
-69 |
-0.55% |
Gilman Hill Asset Management LLC |
5,600 |
5,570 |
-30 |
-0.54% |
Cottage Street Advisors LLC |
67,586 |
67,230 |
-356 |
-0.53% |
Institute for Wealth Management LLC. |
16,741 |
16,652 |
-89 |
-0.53% |
Raymond James Trust N.A. |
23,385 |
23,262 |
-123 |
-0.53% |
Berger Financial Group Inc |
1,973 |
1,963 |
-10 |
-0.51% |
Pinnacle Financial Partners Inc. |
39,671 |
39,482 |
-189 |
-0.48% |
McMahon Financial Advisors LLC |
2,567 |
2,555 |
-12 |
-0.47% |
Pinnacle Associates Ltd. |
192,054 |
191,169 |
-885 |
-0.46% |
Yousif Capital Management LLC |
93,085 |
92,698 |
-387 |
-0.42% |
JNBA Financial Advisors |
2,369 |
2,359 |
-10 |
-0.42% |
IFM Investors Pty Ltd |
140,880 |
140,327 |
-553 |
-0.39% |
Gilliland Jeter Wealth Management LLC |
6,232 |
6,210 |
-22 |
-0.35% |
Kennedy Investment Group |
2,827 |
2,817 |
-10 |
-0.35% |
Schechter Investment Advisors LLC |
19,016 |
18,951 |
-65 |
-0.34% |
Bridge Creek Capital Management LLC |
60,622 |
60,420 |
-202 |
-0.33% |
Metis Global Partners LLC |
26,932 |
26,842 |
-90 |
-0.33% |
Pinnacle West Asset Management Inc. |
15,505 |
15,455 |
-50 |
-0.32% |
Hollencrest Capital Management |
11,992 |
11,956 |
-36 |
-0.30% |
Amplius Wealth Advisors LLC |
127,877 |
127,521 |
-356 |
-0.28% |
Harbor Investment Advisory LLC |
38,487 |
38,395 |
-92 |
-0.24% |
CENTRAL TRUST Co |
9,664 |
9,642 |
-22 |
-0.23% |
Schmidt P J Investment Management Inc. |
6,792 |
6,777 |
-15 |
-0.22% |
Godsey & Gibb Associates |
4,837 |
4,827 |
-10 |
-0.21% |
Advisory Services Network LLC |
42,499 |
42,413 |
-86 |
-0.20% |
Jamison Private Wealth Management Inc. |
92,961 |
92,815 |
-146 |
-0.16% |
Cross Staff Investments Inc |
42,042 |
41,974 |
-68 |
-0.16% |
DAVENPORT & Co LLC |
80,153 |
80,030 |
-123 |
-0.15% |
Acorn Wealth Advisors LLC |
15,526 |
15,508 |
-18 |
-0.12% |
Randolph Co Inc |
320,019 |
319,636 |
-383 |
-0.12% |
Brave Asset Management Inc. |
12,433 |
12,419 |
-14 |
-0.11% |
Griffin Asset Management Inc. |
68,221 |
68,145 |
-76 |
-0.11% |
Wulff Hansen & CO. |
59,767 |
59,717 |
-50 |
-0.08% |
Marshall Financial Group LLC |
3,355 |
3,353 |
-2 |
-0.06% |
Sontag Advisory LLC |
23,656 |
23,642 |
-14 |
-0.06% |
Parsons Capital Management Inc. RI |
113,809 |
113,742 |
-67 |
-0.06% |
13F Filers Exiting BX |
Ables Iannone Moore & Associates Inc. |
422 |
0 |
-422 |
-100.00% |
Turtle Creek Wealth Advisors LLC |
445 |
0 |
-445 |
-100.00% |
Oak Hill Wealth Advisors LLC |
3,477 |
0 |
-3,477 |
-100.00% |
McGlone Suttner Wealth Management Inc. |
354 |
0 |
-354 |
-100.00% |
Retireful LLC |
11,234 |
0 |
-11,234 |
-100.00% |
Life Planning Partners Inc |
19 |
0 |
-19 |
-100.00% |
Disciplined Equity Management Inc. |
10,102 |
0 |
-10,102 |
-100.00% |
Keystone Wealth Services LLC |
2,231 |
0 |
-2,231 |
-100.00% |
Westwood Wealth Management |
7,175 |
0 |
-7,175 |
-100.00% |
Childress Capital Advisors LLC |
1,788 |
0 |
-1,788 |
-100.00% |
Morris Retirement Advisors LLC |
1,533 |
0 |
-1,533 |
-100.00% |
Planned Solutions Inc. |
1,166 |
0 |
-1,166 |
-100.00% |
Satovsky Asset Management LLC |
1,652 |
0 |
-1,652 |
-100.00% |
MADDEN SECURITIES Corp |
2,090 |
0 |
-2,090 |
-100.00% |
Stokes Family Office LLC |
2,717 |
0 |
-2,717 |
-100.00% |
Fortis Capital Management LLC |
15,000 |
0 |
-15,000 |
-100.00% |
Single Point Partners LLC |
1,548 |
0 |
-1,548 |
-100.00% |
Charles Schwab Trust Co |
3,222 |
0 |
-3,222 |
-100.00% |
Curated Wealth Partners LLC |
10,057 |
0 |
-10,057 |
-100.00% |
IFG Advisory LLC |
2,197 |
0 |
-2,197 |
-100.00% |
Measured Wealth Private Client Group LLC |
2,103 |
0 |
-2,103 |
-100.00% |
Meridian Wealth Management LLC |
2,633 |
0 |
-2,633 |
-100.00% |
Ibex Wealth Advisors |
34 |
0 |
-34 |
-100.00% |
Integrated Investment Consultants LLC |
1,839 |
0 |
-1,839 |
-100.00% |
Moisand Fitzgerald Tamayo LLC |
22 |
0 |
-22 |
-100.00% |
Glassman Wealth Services |
1,949 |
0 |
-1,949 |
-100.00% |
Butensky & Cohen Financial Security Inc. |
1,700 |
0 |
-1,700 |
-100.00% |
Richardson Capital Management LLC |
300 |
0 |
-300 |
-100.00% |
Strategic Advisors LLC |
1,643 |
0 |
-1,643 |
-100.00% |
Cutler Group LP |
4,231 |
0 |
-4,231 |
-100.00% |
JCIC Asset Management Inc. |
50 |
0 |
-50 |
-100.00% |
Halbert Hargrove Global Advisors LLC |
2,163 |
0 |
-2,163 |
-100.00% |
Hanson & Doremus Investment Management |
5 |
0 |
-5 |
-100.00% |
Arlington Partners LLC |
899 |
0 |
-899 |
-100.00% |
Overbrook Management Corp |
5,285 |
0 |
-5,285 |
-100.00% |
Country Trust Bank |
18 |
0 |
-18 |
-100.00% |
BNP Paribas Arbitrage SA |
1,600 |
0 |
-1,600 |
-100.00% |
Northern Oak Wealth Management Inc. |
2,096 |
0 |
-2,096 |
-100.00% |
Proffitt & Goodson Inc. |
400 |
0 |
-400 |
-100.00% |
Bourgeon Capital Management LLC |
216 |
0 |
-216 |
-100.00% |
Oak Ridge Investments LLC |
2,147 |
0 |
-2,147 |
-100.00% |
University of Texas Texas AM Investment Managment Co. |
40 |
0 |
-40 |
-100.00% |
Kayne Anderson Capital Advisors LP |
14,200 |
0 |
-14,200 |
-100.00% |
See Summary: Institutional Holders of BX
See Details: Top 10 Hedge Funds Holding BX
Also See: BX Insider Buying
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