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This page summarizes the IBM 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 IBM 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 IBM Share Count |
Ibex Wealth Advisors |
41 |
28,390 |
+28,349 |
+69143.90% |
Roble Belko & Company Inc |
254 |
10,959 |
+10,705 |
+4214.57% |
Consolidated Planning Corp |
1,417 |
42,850 |
+41,433 |
+2923.99% |
Q3 Asset Management |
1,158 |
16,518 |
+15,360 |
+1326.42% |
Dakota Wealth Management |
7,858 |
109,067 |
+101,209 |
+1287.97% |
Birinyi Associates Inc. |
2,508 |
25,661 |
+23,153 |
+923.17% |
Signet Financial Management LLC |
1,236 |
11,076 |
+9,840 |
+796.12% |
GPS Wealth Strategies Group LLC |
1,043 |
8,523 |
+7,480 |
+717.16% |
Prosperity Consulting Group LLC |
4,615 |
30,964 |
+26,349 |
+570.94% |
First Dallas Securities Inc. |
1,850 |
8,755 |
+6,905 |
+373.24% |
Lloyd Advisory Services LLC. |
1,648 |
6,420 |
+4,772 |
+289.56% |
GoalVest Advisory LLC |
100 |
358 |
+258 |
+258.00% |
Investment House LLC |
4,225 |
13,125 |
+8,900 |
+210.65% |
Smith Salley & Associates |
3,115 |
8,822 |
+5,707 |
+183.21% |
Financial Synergies Wealth Advisors Inc. |
75 |
198 |
+123 |
+164.00% |
Los Angeles Capital Management & Equity Research Inc. |
81,945 |
204,709 |
+122,764 |
+149.81% |
Fifth Third Wealth Advisors LLC |
1,270 |
2,891 |
+1,621 |
+127.64% |
Sigma Planning Corp |
15,177 |
34,259 |
+19,082 |
+125.73% |
S.E.E.D. Planning Group LLC |
5,393 |
11,520 |
+6,127 |
+113.61% |
PFG Investments LLC |
21,044 |
44,100 |
+23,056 |
+109.56% |
OFI Invest Asset Management |
13,468 |
27,960 |
+14,492 |
+107.60% |
Robeco Institutional Asset Management B.V. |
567,476 |
1,131,258 |
+563,782 |
+99.35% |
Red Door Wealth Management LLC |
2,223 |
4,412 |
+2,189 |
+98.47% |
Cornerstone Wealth Group LLC |
1,734 |
3,431 |
+1,697 |
+97.87% |
BNP Paribas Arbitrage SA |
632,919 |
1,189,970 |
+557,051 |
+88.01% |
SlateStone Wealth LLC |
5,515 |
10,096 |
+4,581 |
+83.06% |
Cornerstone Wealth Management LLC |
10,924 |
19,872 |
+8,948 |
+81.91% |
FSC Wealth Advisors LLC |
862 |
1,560 |
+698 |
+80.97% |
Chicago Partners Investment Group LLC |
7,528 |
13,565 |
+6,037 |
+80.19% |
American Capital Advisory LLC |
116 |
203 |
+87 |
+75.00% |
Alpha Cubed Investments LLC |
2,730 |
4,630 |
+1,900 |
+69.60% |
Hodges Capital Management Inc. |
12,767 |
20,535 |
+7,768 |
+60.84% |
Creative Capital Management Investments LLC |
130 |
204 |
+74 |
+56.92% |
Exchange Traded Concepts LLC |
69,890 |
109,353 |
+39,463 |
+56.46% |
Horizon Wealth Management LLC |
1,743 |
2,710 |
+967 |
+55.48% |
Versant Capital Management Inc |
141 |
218 |
+77 |
+54.61% |
KMG Fiduciary Partners LLC |
19,644 |
30,017 |
+10,373 |
+52.80% |
Revisor Wealth Management LLC |
2,623 |
4,002 |
+1,379 |
+52.57% |
Fidelis Capital Partners LLC |
2,245 |
3,420 |
+1,175 |
+52.34% |
Trueblood Wealth Management LLC |
1,390 |
2,100 |
+710 |
+51.08% |
First Citizens Bank & Trust Co. |
35,964 |
53,707 |
+17,743 |
+49.34% |
Sage Mountain Advisors LLC |
3,156 |
4,676 |
+1,520 |
+48.16% |
Connecticut Wealth Management LLC |
6,434 |
9,517 |
+3,083 |
+47.92% |
Alliance Wealth Management Group |
1,405 |
2,077 |
+672 |
+47.83% |
Palumbo Wealth Management LLC |
5,219 |
7,680 |
+2,461 |
+47.15% |
Sutton Place Investors LLC |
6,941 |
10,210 |
+3,269 |
+47.10% |
Financial Partners Group LLC |
6,342 |
9,324 |
+2,982 |
+47.02% |
Rise Advisors LLC |
1,027 |
1,503 |
+476 |
+46.35% |
Quantum Financial Advisors LLC |
1,358 |
1,980 |
+622 |
+45.80% |
Moody Lynn & Lieberson LLC |
16,670 |
23,857 |
+7,187 |
+43.11% |
Northcape Wealth Management LLC |
14,934 |
21,060 |
+6,126 |
+41.02% |
Inscription Capital LLC |
6,038 |
8,466 |
+2,428 |
+40.21% |
Gillespie Robinson & Grimm Inc. |
2,537 |
3,542 |
+1,005 |
+39.61% |
Aurum Wealth Management Group LLC |
6,459 |
8,941 |
+2,482 |
+38.43% |
Allspring Global Investments Holdings LLC |
373,024 |
508,368 |
+135,344 |
+36.28% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
7,217 |
9,789 |
+2,572 |
+35.64% |
Summit Trail Advisors LLC |
5,222 |
7,081 |
+1,859 |
+35.60% |
Congress Park Capital LLC |
3,863 |
5,223 |
+1,360 |
+35.21% |
Moseley Investment Management Inc. |
1,496 |
2,013 |
+517 |
+34.56% |
V Square Quantitative Management LLC |
11,565 |
15,499 |
+3,934 |
+34.02% |
St. Louis Trust Co |
3,500 |
4,632 |
+1,132 |
+32.34% |
Fragasso Group Inc. |
2,147 |
2,836 |
+689 |
+32.09% |
Kovack Advisors Inc. |
6,568 |
8,652 |
+2,084 |
+31.73% |
Kessler Investment Group LLC |
8,164 |
10,712 |
+2,548 |
+31.21% |
American Institute for Advanced Investment Management LLP |
1,579 |
2,054 |
+475 |
+30.08% |
Johnson & White Wealth Management LLC |
2,823 |
3,670 |
+847 |
+30.00% |
Creative Financial Designs Inc. ADV |
3,142 |
4,076 |
+934 |
+29.73% |
Sovereign Financial Group Inc. |
3,578 |
4,636 |
+1,058 |
+29.57% |
Pasadena Private Wealth LLC |
2,182 |
2,808 |
+626 |
+28.69% |
New England Research & Management Inc. |
8,119 |
10,440 |
+2,321 |
+28.59% |
Jennison Associates LLC |
349,312 |
447,609 |
+98,297 |
+28.14% |
AdvisorNet Financial Inc |
4,688 |
5,997 |
+1,309 |
+27.92% |
Arkfeld Wealth Strategies L.L.C. |
4,699 |
6,002 |
+1,303 |
+27.73% |
Marks Group Wealth Management Inc |
8,857 |
11,289 |
+2,432 |
+27.46% |
Terra Nova Asset Management LLC |
6,643 |
8,459 |
+1,816 |
+27.34% |
Linden Thomas Advisory Services LLC |
1,229 |
1,554 |
+325 |
+26.44% |
Tower Wealth Partners Inc. |
1,620 |
2,041 |
+421 |
+25.99% |
Clarus Group Inc. |
1,983 |
2,490 |
+507 |
+25.57% |
Main Street Financial Solutions LLC |
7,797 |
9,700 |
+1,903 |
+24.41% |
Conning Inc. |
3,636 |
4,513 |
+877 |
+24.12% |
Zhang Financial LLC |
11,817 |
14,650 |
+2,833 |
+23.97% |
Center for Financial Planning Inc. |
2,582 |
3,195 |
+613 |
+23.74% |
Capital Advisory Group Advisory Services LLC |
6,567 |
8,104 |
+1,537 |
+23.40% |
Meridian Wealth Management LLC |
45,320 |
55,876 |
+10,556 |
+23.29% |
First National Bank |
3,102 |
3,811 |
+709 |
+22.86% |
Silvant Capital Management LLC |
12,534 |
15,363 |
+2,829 |
+22.57% |
Single Point Partners LLC |
1,257 |
1,539 |
+282 |
+22.43% |
Diversified LLC |
1,281 |
1,565 |
+284 |
+22.17% |
Newton One Investments LLC |
277 |
338 |
+61 |
+22.02% |
Ballast Advisors LLC |
2,354 |
2,863 |
+509 |
+21.62% |
Bank of Stockton |
2,771 |
3,368 |
+597 |
+21.54% |
Cullen Investment Group LTD. |
3,003 |
3,642 |
+639 |
+21.28% |
Nilsine Partners LLC |
5,872 |
7,119 |
+1,247 |
+21.24% |
FinTrust Capital Advisors LLC |
5,211 |
6,316 |
+1,105 |
+21.21% |
Neville Rodie & Shaw Inc. |
24,326 |
29,467 |
+5,141 |
+21.13% |
Van ECK Associates Corp |
138,801 |
167,942 |
+29,141 |
+20.99% |
First National Bank & Trust Co. of Newtown |
5,909 |
7,117 |
+1,208 |
+20.44% |
Benedict Financial Advisors Inc. |
1,369 |
1,642 |
+273 |
+19.94% |
Union Savings Bank |
1,688 |
2,019 |
+331 |
+19.61% |
Wealth Alliance Advisory Group LLC |
4,847 |
5,797 |
+950 |
+19.60% |
MONECO Advisors LLC |
7,996 |
9,544 |
+1,548 |
+19.36% |
Salomon & Ludwin LLC |
2,190 |
2,611 |
+421 |
+19.22% |
Phillips Wealth Planners LLC |
1,354 |
1,607 |
+253 |
+18.69% |
American National Bank |
3,161 |
3,749 |
+588 |
+18.60% |
Ellenbecker Investment Group |
1,751 |
2,068 |
+317 |
+18.10% |
Gray Wealth Management Inc. |
1,517 |
1,784 |
+267 |
+17.60% |
Atlas Capital Advisors LLC |
14,551 |
17,068 |
+2,517 |
+17.30% |
IVC Wealth Advisors LLC |
5,895 |
6,898 |
+1,003 |
+17.01% |
Resonant Capital Advisors LLC |
2,037 |
2,381 |
+344 |
+16.89% |
Mirador Capital Partners LP |
5,329 |
6,220 |
+891 |
+16.72% |
Austin Private Wealth LLC |
2,463 |
2,873 |
+410 |
+16.65% |
Joel Isaacson & Co. LLC |
13,599 |
15,831 |
+2,232 |
+16.41% |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
2,505 |
2,915 |
+410 |
+16.37% |
Chesley Taft & Associates LLC |
14,821 |
17,241 |
+2,420 |
+16.33% |
Norden Group LLC |
5,056 |
5,880 |
+824 |
+16.30% |
Wiley BROS. Aintree Capital LLC |
14,374 |
16,696 |
+2,322 |
+16.15% |
Wealth Effects LLC |
12,192 |
14,146 |
+1,954 |
+16.03% |
Secure Asset Management LLC |
1,523 |
1,758 |
+235 |
+15.43% |
Strategic Planning Group LLC |
20,011 |
23,097 |
+3,086 |
+15.42% |
Trust Co. of Toledo NA OH |
14,673 |
16,925 |
+2,252 |
+15.35% |
Onyx Bridge Wealth Group LLC |
7,526 |
8,673 |
+1,147 |
+15.24% |
Griffin Asset Management Inc. |
11,215 |
12,869 |
+1,654 |
+14.75% |
Worth Asset Management LLC |
1,683 |
1,928 |
+245 |
+14.56% |
CBOE Vest Financial LLC |
204,296 |
233,841 |
+29,545 |
+14.46% |
Evanson Asset Management LLC |
1,832 |
2,092 |
+260 |
+14.19% |
Valued Wealth Advisors LLC |
36 |
41 |
+5 |
+13.89% |
GAMMA Investing LLC |
5,783 |
6,582 |
+799 |
+13.82% |
CIC Wealth LLC |
11,238 |
12,777 |
+1,539 |
+13.69% |
TRUE Private Wealth Advisors |
5,682 |
6,447 |
+765 |
+13.46% |
McGlone Suttner Wealth Management Inc. |
2,366 |
2,684 |
+318 |
+13.44% |
Nations Financial Group Inc. IA ADV |
14,388 |
16,294 |
+1,906 |
+13.25% |
Lewis Asset Management LLC |
2,691 |
3,034 |
+343 |
+12.75% |
Register Financial Advisors LLC |
4,891 |
5,501 |
+610 |
+12.47% |
Wealthcare Advisory Partners LLC |
13,794 |
15,505 |
+1,711 |
+12.40% |
First Interstate Bank |
1,680 |
1,888 |
+208 |
+12.38% |
Naviter Wealth LLC |
7,874 |
8,849 |
+975 |
+12.38% |
Revolve Wealth Partners LLC |
1,474 |
1,649 |
+175 |
+11.87% |
Green Alpha Advisors LLC |
13,920 |
15,566 |
+1,646 |
+11.82% |
Financial Advocates Investment Management |
4,994 |
5,577 |
+583 |
+11.67% |
Vantage Financial Partners LLC |
1,392 |
1,554 |
+162 |
+11.64% |
Citizens Business Bank |
1,876 |
2,092 |
+216 |
+11.51% |
Veriti Management LLC |
21,884 |
24,383 |
+2,499 |
+11.42% |
Sequent Asset Management LLC |
1,968 |
2,192 |
+224 |
+11.38% |
Cherry Tree Wealth Management LLC |
853 |
950 |
+97 |
+11.37% |
Stablepoint Partners LLC |
4,391 |
4,884 |
+493 |
+11.23% |
PFS Partners LLC |
1,513 |
1,681 |
+168 |
+11.10% |
Tokio Marine Asset Management Co. Ltd. |
20,601 |
22,880 |
+2,279 |
+11.06% |
Newbridge Financial Services Group Inc. |
3,054 |
3,387 |
+333 |
+10.90% |
Haverford Trust Co. |
10,611 |
11,766 |
+1,155 |
+10.88% |
Wedmont Private Capital |
8,453 |
9,373 |
+920 |
+10.88% |
DMG Group LLC |
2,914 |
3,230 |
+316 |
+10.84% |
Burns J W & Co. Inc. NY |
2,321 |
2,571 |
+250 |
+10.77% |
Ballentine Partners LLC |
12,986 |
14,367 |
+1,381 |
+10.63% |
Independence Bank of Kentucky |
2,763 |
3,055 |
+292 |
+10.57% |
Precedent Wealth Partners LLC |
3,106 |
3,421 |
+315 |
+10.14% |
Cohen Investment Advisors LLC |
3,188 |
3,511 |
+323 |
+10.13% |
WESPAC Advisors LLC |
1,557 |
1,712 |
+155 |
+9.96% |
Raymond James Financial Services Advisors Inc. |
588,310 |
646,263 |
+57,953 |
+9.85% |
Pure Financial Advisors Inc. |
3,766 |
4,135 |
+369 |
+9.80% |
Mission Wealth Management LP |
19,540 |
21,399 |
+1,859 |
+9.51% |
NBT Bank N A NY |
44,697 |
48,893 |
+4,196 |
+9.39% |
Joule Financial LLC |
8,426 |
9,217 |
+791 |
+9.39% |
Aspen Investment Management Inc |
7,816 |
8,549 |
+733 |
+9.38% |
Syverson Strege & Co |
1,909 |
2,088 |
+179 |
+9.38% |
Simon Quick Advisors LLC |
5,747 |
6,270 |
+523 |
+9.10% |
Arbor Trust Wealth Advisors LLC |
4,110 |
4,480 |
+370 |
+9.00% |
Wesbanco Bank Inc. |
84,539 |
91,967 |
+7,428 |
+8.79% |
Stephenson National Bank & Trust |
1,443 |
1,567 |
+124 |
+8.59% |
Global Retirement Partners LLC |
18,559 |
20,127 |
+1,568 |
+8.45% |
Patton Albertson Miller Group LLC |
19,242 |
20,864 |
+1,622 |
+8.43% |
Waterway Wealth Management LLC |
2,638 |
2,860 |
+222 |
+8.42% |
Narus Financial Partners LLC |
1,826 |
1,979 |
+153 |
+8.38% |
Charter Oak Capital Management LLC |
1,721 |
1,865 |
+144 |
+8.37% |
West Paces Advisors Inc. |
252 |
273 |
+21 |
+8.33% |
Smith Chas P & Associates PA Cpas |
1,965 |
2,126 |
+161 |
+8.19% |
TrimTabs Asset Management LLC |
30,238 |
32,692 |
+2,454 |
+8.12% |
Centric Wealth Management |
1,763 |
1,906 |
+143 |
+8.11% |
Optimum Investment Advisors |
2,526 |
2,726 |
+200 |
+7.92% |
WoodTrust Financial Corp |
5,736 |
6,189 |
+453 |
+7.90% |
Hexagon Capital Partners LLC |
7,241 |
7,810 |
+569 |
+7.86% |
Ritholtz Wealth Management |
9,709 |
10,465 |
+756 |
+7.79% |
Curbstone Financial Management Corp |
2,574 |
2,774 |
+200 |
+7.77% |
Meyer Handelman Co. |
331,857 |
357,575 |
+25,718 |
+7.75% |
JNB Advisors LLC |
9,038 |
9,738 |
+700 |
+7.75% |
Quent Capital LLC |
3,630 |
3,907 |
+277 |
+7.63% |
Dechtman Wealth Management LLC |
1,376 |
1,481 |
+105 |
+7.63% |
Uncommon Cents Investing LLC |
7,683 |
8,248 |
+565 |
+7.35% |
Cullinan Associates Inc. |
141,759 |
152,051 |
+10,292 |
+7.26% |
Derbend Asset Management |
3,127 |
3,354 |
+227 |
+7.26% |
Bath Savings Trust Co |
5,145 |
5,518 |
+373 |
+7.25% |
Norwood Financial Corp |
3,326 |
3,566 |
+240 |
+7.22% |
New England Capital Financial Advisors LLC |
393 |
421 |
+28 |
+7.12% |
Wealthfront Advisers LLC |
86,340 |
92,447 |
+6,107 |
+7.07% |
Regions Financial Corp |
63,092 |
67,536 |
+4,444 |
+7.04% |
Lincoln National Corp |
34,831 |
37,274 |
+2,443 |
+7.01% |
DekaBank Deutsche Girozentrale |
1,267,979 |
1,355,436 |
+87,457 |
+6.90% |
Cardinal Capital Management |
40,437 |
43,212 |
+2,775 |
+6.86% |
PBMares Wealth Management LLC |
7,123 |
7,608 |
+485 |
+6.81% |
Klingman & Associates LLC |
3,378 |
3,602 |
+224 |
+6.63% |
Red Tortoise LLC |
199 |
212 |
+13 |
+6.53% |
Claro Advisors LLC |
4,742 |
5,049 |
+307 |
+6.47% |
Foster Group Inc. |
1,751 |
1,863 |
+112 |
+6.40% |
StoneX Group Inc. |
10,867 |
11,557 |
+690 |
+6.35% |
Park Place Capital Corp |
128 |
136 |
+8 |
+6.25% |
Daiwa Securities Group Inc. |
159,094 |
168,966 |
+9,872 |
+6.21% |
Flagship Harbor Advisors LLC |
9,606 |
10,201 |
+595 |
+6.19% |
Sumitomo Mitsui DS Asset Management Company Ltd |
295,230 |
313,390 |
+18,160 |
+6.15% |
Almanack Investment Partners LLC. |
1,946 |
2,065 |
+119 |
+6.12% |
Aprio Wealth Management LLC |
1,277 |
1,354 |
+77 |
+6.03% |
Sterling Investment Counsel LLC |
1,997 |
2,117 |
+120 |
+6.01% |
Compagnie Lombard Odier SCmA |
99,387 |
105,347 |
+5,960 |
+6.00% |
Apollon Wealth Management LLC |
45,464 |
48,121 |
+2,657 |
+5.84% |
Southland Equity Partners LLC |
2,181 |
2,308 |
+127 |
+5.82% |
Gryphon Financial Partners LLC |
2,394 |
2,533 |
+139 |
+5.81% |
James Hambro & Partners |
74,704 |
78,990 |
+4,286 |
+5.74% |
Clarity Wealth Advisors LLC |
1,832 |
1,936 |
+104 |
+5.68% |
CHICAGO TRUST Co NA |
8,546 |
9,025 |
+479 |
+5.60% |
Cambridge Investment Research Advisors Inc. |
231,347 |
244,224 |
+12,877 |
+5.57% |
Private Advisor Group LLC |
156,216 |
164,921 |
+8,705 |
+5.57% |
Nisa Investment Advisors LLC |
200,038 |
211,164 |
+11,126 |
+5.56% |
Kowal Investment Group LLC |
2,004 |
2,114 |
+110 |
+5.49% |
Kohmann Bosshard Financial Services LLC |
1,326 |
1,398 |
+72 |
+5.43% |
Lindbrook Capital LLC |
3,589 |
3,784 |
+195 |
+5.43% |
Miracle Mile Advisors LLC |
3,116 |
3,281 |
+165 |
+5.30% |
OneAscent Financial Services LLC |
3,756 |
3,955 |
+199 |
+5.30% |
Catalyst Financial Partners LLC |
3,161 |
3,326 |
+165 |
+5.22% |
Financial Advisory Service Inc. |
7,582 |
7,976 |
+394 |
+5.20% |
Altfest L J & Co. Inc. |
8,637 |
9,085 |
+448 |
+5.19% |
Fulton Bank N.A. |
32,471 |
34,142 |
+1,671 |
+5.15% |
N.E.W. Advisory Services LLC |
17,515 |
18,414 |
+899 |
+5.13% |
Retirement Group LLC |
957 |
1,006 |
+49 |
+5.12% |
Strategic Blueprint LLC |
6,420 |
6,749 |
+329 |
+5.12% |
Lakeside Advisors INC. |
2,545 |
2,675 |
+130 |
+5.11% |
Foresight Capital Management Advisors Inc. |
13,160 |
13,829 |
+669 |
+5.08% |
Perigon Wealth Management LLC |
20,240 |
21,247 |
+1,007 |
+4.98% |
Harbor Investment Advisory LLC |
5,913 |
6,206 |
+293 |
+4.96% |
Proequities Inc. |
14,402 |
15,115 |
+713 |
+4.95% |
Total Clarity Wealth Management Inc. |
1,689 |
1,772 |
+83 |
+4.91% |
Rinkey Investments |
3,675 |
3,855 |
+180 |
+4.90% |
Patrick M Sweeney & Associates Inc. |
2,058 |
2,158 |
+100 |
+4.86% |
Proficio Capital Partners LLC |
1,978 |
2,074 |
+96 |
+4.85% |
PDS Planning Inc |
3,704 |
3,880 |
+176 |
+4.75% |
Everett Harris & Co. CA |
3,707 |
3,882 |
+175 |
+4.72% |
Bill Few Associates Inc. |
3,054 |
3,195 |
+141 |
+4.62% |
MJP Associates Inc. ADV |
6,539 |
6,839 |
+300 |
+4.59% |
Royal Fund Management LLC |
33,973 |
35,531 |
+1,558 |
+4.59% |
Charter Trust Co. |
70,628 |
73,855 |
+3,227 |
+4.57% |
Renaissance Investment Group LLC |
6,613 |
6,898 |
+285 |
+4.31% |
Horizon Bancorp Inc. IN |
1,240 |
1,293 |
+53 |
+4.27% |
Optas LLC |
2,177 |
2,269 |
+92 |
+4.23% |
Private Trust Co. NA |
12,052 |
12,554 |
+502 |
+4.17% |
Greenleaf Trust |
17,353 |
18,055 |
+702 |
+4.05% |
Smart Portfolios LLC |
3,225 |
3,355 |
+130 |
+4.03% |
Signal Advisors Wealth LLC |
2,458 |
2,557 |
+99 |
+4.03% |
Brown Miller Wealth Management LLC |
12,281 |
12,756 |
+475 |
+3.87% |
Abundance Wealth Counselors |
17,307 |
17,967 |
+660 |
+3.81% |
Parcion Private Wealth LLC |
7,209 |
7,482 |
+273 |
+3.79% |
Wetzel Investment Advisors Inc. |
633 |
657 |
+24 |
+3.79% |
Burt Wealth Advisors |
5,999 |
6,225 |
+226 |
+3.77% |
Valley National Advisers Inc. |
3,154 |
3,272 |
+118 |
+3.74% |
Pinnacle Financial Partners Inc. |
79,897 |
82,879 |
+2,982 |
+3.73% |
Morton Capital Management LLC CA |
1,710 |
1,773 |
+63 |
+3.68% |
MBA Advisors LLC |
5,198 |
5,389 |
+191 |
+3.67% |
626 Financial LLC |
2,499 |
2,589 |
+90 |
+3.60% |
Glass Jacobson Investment Advisors llc |
560 |
580 |
+20 |
+3.57% |
Relyea Zuckerberg Hanson LLC |
1,658 |
1,717 |
+59 |
+3.56% |
Grant GrossMendelsohn LLC |
4,685 |
4,852 |
+167 |
+3.56% |
RMR Wealth Builders |
3,399 |
3,517 |
+118 |
+3.47% |
IMZ Advisory Inc |
4,413 |
4,565 |
+152 |
+3.44% |
Hall Laurie J Trustee |
27,378 |
28,311 |
+933 |
+3.41% |
Stock Yards Bank & Trust Co. |
23,982 |
24,792 |
+810 |
+3.38% |
Aurora Private Wealth Inc. |
1,571 |
1,624 |
+53 |
+3.37% |
Nordea Investment Management AB |
64,850 |
66,975 |
+2,125 |
+3.28% |
Atwood & Palmer Inc. |
5,135 |
5,299 |
+164 |
+3.19% |
S.A. Mason LLC |
661 |
682 |
+21 |
+3.18% |
Pinnacle Wealth Management Advisory Group LLC |
12,068 |
12,451 |
+383 |
+3.17% |
WASHINGTON TRUST Co |
12,701 |
13,098 |
+397 |
+3.13% |
Byrne Asset Management LLC |
8,553 |
8,817 |
+264 |
+3.09% |
Twelve Points Wealth Management LLC |
9,656 |
9,946 |
+290 |
+3.00% |
Hummer Financial Advisory Services Inc |
2,041 |
2,102 |
+61 |
+2.99% |
RFG Advisory LLC |
21,266 |
21,897 |
+631 |
+2.97% |
Walkner Condon Financial Advisors LLC |
2,428 |
2,500 |
+72 |
+2.97% |
Foster & Motley Inc. |
34,235 |
35,244 |
+1,009 |
+2.95% |
Advance Capital Management Inc. |
2,431 |
2,502 |
+71 |
+2.92% |
Arden Trust Co |
1,919 |
1,973 |
+54 |
+2.81% |
Wells Trecaso Financial Group LLC |
43,368 |
44,582 |
+1,214 |
+2.80% |
Hunter Associates Investment Management LLC |
10,266 |
10,551 |
+285 |
+2.78% |
CWM LLC |
110,505 |
113,524 |
+3,019 |
+2.73% |
Lantz Financial LLC |
11,517 |
11,828 |
+311 |
+2.70% |
HighMark Wealth Management LLC |
713 |
732 |
+19 |
+2.66% |
Key Client Fiduciary Advisors LLC |
10,229 |
10,498 |
+269 |
+2.63% |
JB Capital LLC |
3,186 |
3,268 |
+82 |
+2.57% |
HB Wealth Management LLC |
65,087 |
66,751 |
+1,664 |
+2.56% |
Kanawha Capital Management LLC |
53,556 |
54,914 |
+1,358 |
+2.54% |
Callahan Advisors LLC |
2,995 |
3,070 |
+75 |
+2.50% |
Ergawealth Advisors Inc. |
2,000 |
2,050 |
+50 |
+2.50% |
Essex Financial Services Inc. |
29,952 |
30,686 |
+734 |
+2.45% |
Channel Wealth LLC |
1,399 |
1,433 |
+34 |
+2.43% |
Patten Group Inc. |
9,219 |
9,441 |
+222 |
+2.41% |
Checchi Capital Advisers LLC |
9,066 |
9,280 |
+214 |
+2.36% |
Pinnacle Associates Ltd. |
131,097 |
134,165 |
+3,068 |
+2.34% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
273,226 |
279,581 |
+6,355 |
+2.33% |
Cooper Financial Group |
12,906 |
13,207 |
+301 |
+2.33% |
Fortitude Advisory Group L.L.C. |
4,408 |
4,508 |
+100 |
+2.27% |
Manchester Financial Inc. |
4,583 |
4,686 |
+103 |
+2.25% |
Grimes & Company Inc. |
15,078 |
15,416 |
+338 |
+2.24% |
Provident Wealth Management LLC |
2,722 |
2,783 |
+61 |
+2.24% |
Capital Advisors Wealth Management LLC |
2,321 |
2,373 |
+52 |
+2.24% |
Fairman Group LLC |
46 |
47 |
+1 |
+2.17% |
Arkadios Wealth Advisors |
15,046 |
15,362 |
+316 |
+2.10% |
Smith Anglin Financial LLC |
10,377 |
10,589 |
+212 |
+2.04% |
Salem Investment Counselors Inc. |
6,492 |
6,621 |
+129 |
+1.99% |
Benin Management CORP |
5,067 |
5,166 |
+99 |
+1.95% |
MBL Wealth LLC |
3,592 |
3,661 |
+69 |
+1.92% |
BSW Wealth Partners |
7,715 |
7,858 |
+143 |
+1.85% |
Leavell Investment Management Inc. |
12,462 |
12,688 |
+226 |
+1.81% |
Nadler Financial Group Inc. |
2,074 |
2,110 |
+36 |
+1.74% |
Stratos Wealth Partners LTD. |
58,963 |
59,968 |
+1,005 |
+1.70% |
Massmutual Trust Co. FSB ADV |
6,471 |
6,580 |
+109 |
+1.68% |
Central Bank & Trust Co. |
1,794 |
1,824 |
+30 |
+1.67% |
Folger Nolan Fleming Douglas Capital Management Inc. |
13,536 |
13,761 |
+225 |
+1.66% |
Navis Wealth Advisors LLC |
2,951 |
3,000 |
+49 |
+1.66% |
Principal Financial Group Inc. |
1,048,256 |
1,065,495 |
+17,239 |
+1.64% |
Brookstone Capital Management |
17,898 |
18,187 |
+289 |
+1.61% |
Hoxton Planning & Management LLC |
4,729 |
4,804 |
+75 |
+1.59% |
Sunbelt Securities Inc. |
9,190 |
9,333 |
+143 |
+1.56% |
LaFleur & Godfrey LLC |
38,845 |
39,443 |
+598 |
+1.54% |
Peoples Financial Services CORP. |
6,206 |
6,299 |
+93 |
+1.50% |
Vicus Capital |
3,349 |
3,399 |
+50 |
+1.49% |
Norris Perne & French LLP MI |
3,436 |
3,486 |
+50 |
+1.46% |
Steigerwald Gordon & Koch Inc. |
94,596 |
95,920 |
+1,324 |
+1.40% |
Beech Hill Advisors Inc. |
16,516 |
16,746 |
+230 |
+1.39% |
Whittier Trust Co. of Nevada Inc. |
28,899 |
29,292 |
+393 |
+1.36% |
NorthCrest Asset Manangement LLC |
80,592 |
81,680 |
+1,088 |
+1.35% |
Hanson & Doremus Investment Management |
23,861 |
24,180 |
+319 |
+1.34% |
High Net Worth Advisory Group LLC |
6,551 |
6,639 |
+88 |
+1.34% |
Park Avenue Securities LLC |
19,948 |
20,213 |
+265 |
+1.33% |
waypoint wealth counsel |
1,278 |
1,295 |
+17 |
+1.33% |
Allworth Financial LP |
26,146 |
26,492 |
+346 |
+1.32% |
Patriot Financial Group Insurance Agency LLC |
4,104 |
4,158 |
+54 |
+1.32% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
11,422 |
11,571 |
+149 |
+1.30% |
Perkins Coie Trust Co |
21,170 |
21,443 |
+273 |
+1.29% |
Farmers & Merchants Trust Co of Chambersburg PA |
1,468 |
1,487 |
+19 |
+1.29% |
North Star Investment Management Corp. |
15,784 |
15,984 |
+200 |
+1.27% |
Dash Acquisitions Inc. |
1,315 |
1,331 |
+16 |
+1.22% |
Whitener Capital Management Inc. |
7,430 |
7,520 |
+90 |
+1.21% |
LVM Capital Management Ltd. MI |
11,194 |
11,329 |
+135 |
+1.21% |
Kornitzer Capital Management Inc. KS |
267,693 |
270,858 |
+3,165 |
+1.18% |
State of New Jersey Common Pension Fund D |
515,212 |
521,266 |
+6,054 |
+1.18% |
GHP Investment Advisors Inc. |
74,963 |
75,836 |
+873 |
+1.16% |
Bank of New Hampshire |
4,318 |
4,368 |
+50 |
+1.16% |
BKM Wealth Management LLC |
9,025 |
9,129 |
+104 |
+1.15% |
SYSTM Wealth Solutions LLC |
184 |
186 |
+2 |
+1.09% |
Iowa State Bank |
27,341 |
27,636 |
+295 |
+1.08% |
Stonebridge Capital Management Inc. |
21,491 |
21,716 |
+225 |
+1.05% |
Palisade Asset Management LLC |
106,449 |
107,565 |
+1,116 |
+1.05% |
Range Financial Group LLC |
7,195 |
7,269 |
+74 |
+1.03% |
GDS Wealth Management |
3,308 |
3,342 |
+34 |
+1.03% |
Delta Financial Group Inc. |
7,233 |
7,307 |
+74 |
+1.02% |
Bellevue Asset Management LLC |
100 |
101 |
+1 |
+1.00% |
Adell Harriman & Carpenter Inc. |
55,607 |
56,155 |
+548 |
+0.99% |
Cypress Wealth Services LLC |
1,322 |
1,335 |
+13 |
+0.98% |
Burkett Financial Services LLC |
419 |
423 |
+4 |
+0.95% |
Gleason Group Inc. |
210 |
212 |
+2 |
+0.95% |
Round Rock Advisors LLC |
13,201 |
13,325 |
+124 |
+0.94% |
SkyOak Wealth LLC |
13,798 |
13,927 |
+129 |
+0.93% |
Schulhoff & Co. Inc. |
10,524 |
10,619 |
+95 |
+0.90% |
Blue Chip Partners Inc. |
3,044 |
3,071 |
+27 |
+0.89% |
Investment Advisory Group LLC |
2,247 |
2,267 |
+20 |
+0.89% |
J.W. Cole Advisors Inc. |
19,856 |
20,026 |
+170 |
+0.86% |
Chicago Capital LLC |
7,979 |
8,048 |
+69 |
+0.86% |
Insight Inv LLC |
14,554 |
14,679 |
+125 |
+0.86% |
Smallwood Wealth Investment Management LLC |
5,781 |
5,831 |
+50 |
+0.86% |
Financial Freedom LLC |
935 |
943 |
+8 |
+0.86% |
Silvia Mccoll Wealth Management LLC |
1,885 |
1,901 |
+16 |
+0.85% |
L.M. Kohn & Company |
2,255 |
2,274 |
+19 |
+0.84% |
Cedar Mountain Advisors LLC |
120 |
121 |
+1 |
+0.83% |
Principle Wealth Partners LLC |
56,727 |
57,192 |
+465 |
+0.82% |
Princeton Global Asset Management LLC |
613 |
618 |
+5 |
+0.82% |
Ferguson Wellman Capital Management Inc. |
143,564 |
144,708 |
+1,144 |
+0.80% |
Jamison Private Wealth Management Inc. |
1,043 |
1,051 |
+8 |
+0.77% |
Naples Global Advisors LLC |
16,101 |
16,224 |
+123 |
+0.76% |
Holland Advisory Services Inc. |
1,238 |
1,247 |
+9 |
+0.73% |
State of Alaska Department of Revenue |
98,615 |
99,270 |
+655 |
+0.66% |
Skyline Advisors Inc. |
1,355 |
1,364 |
+9 |
+0.66% |
Capasso Planning Partners LLC |
3,648 |
3,672 |
+24 |
+0.66% |
Czech National Bank |
159,954 |
160,997 |
+1,043 |
+0.65% |
Planning Capital Management Corp |
1,376 |
1,385 |
+9 |
+0.65% |
Blossom Wealth Management |
4,691 |
4,721 |
+30 |
+0.64% |
Wright Investors Service Inc. |
24,314 |
24,467 |
+153 |
+0.63% |
Venturi Wealth Management LLC |
7,716 |
7,764 |
+48 |
+0.62% |
Davis Investment Partners LLC |
2,131 |
2,144 |
+13 |
+0.61% |
Capital Advisors Ltd. LLC |
3,859 |
3,882 |
+23 |
+0.60% |
Perfromance Wealth Partners LLC |
7,934 |
7,981 |
+47 |
+0.59% |
Maryland State Retirement & Pension System |
70,741 |
71,146 |
+405 |
+0.57% |
Brown Advisory Inc. |
260,233 |
261,701 |
+1,468 |
+0.56% |
Security Financial Services INC. |
1,774 |
1,784 |
+10 |
+0.56% |
Mitchell Mcleod Pugh & Williams Inc. |
9,022 |
9,071 |
+49 |
+0.54% |
Teamwork Financial Advisors LLC |
6,175 |
6,207 |
+32 |
+0.52% |
Tennessee Valley Asset Management Partners |
3,290 |
3,307 |
+17 |
+0.52% |
Woodward Diversified Capital LLC |
10,670 |
10,726 |
+56 |
+0.52% |
W Advisors LLC |
1,923 |
1,933 |
+10 |
+0.52% |
180 Wealth Advisors LLC |
17,071 |
17,158 |
+87 |
+0.51% |
Cedar Brook Financial Partners LLC |
8,204 |
8,246 |
+42 |
+0.51% |
Beese Fulmer Investment Management Inc. |
10,174 |
10,224 |
+50 |
+0.49% |
Gulf International Bank UK Ltd |
76,308 |
76,671 |
+363 |
+0.48% |
Vanguard Capital Wealth Advisors |
1,870 |
1,879 |
+9 |
+0.48% |
Meadow Creek Wealth Advisors LLC |
1,248 |
1,254 |
+6 |
+0.48% |
Lockerman Financial Group Inc. |
1,261 |
1,267 |
+6 |
+0.48% |
CKW Financial Group |
2,537 |
2,549 |
+12 |
+0.47% |
Ellis Investment Partners LLC |
1,966 |
1,975 |
+9 |
+0.46% |
Morris Financial Concepts Inc. |
2,872 |
2,885 |
+13 |
+0.45% |
Flynn Zito Capital Management LLC |
1,780 |
1,788 |
+8 |
+0.45% |
Adirondack Trust Co. |
8,494 |
8,531 |
+37 |
+0.44% |
MCF Advisors LLC |
1,836 |
1,844 |
+8 |
+0.44% |
Inlet Private Wealth LLC |
9,577 |
9,617 |
+40 |
+0.42% |
Eagle Wealth Strategies LLC |
1,713 |
1,720 |
+7 |
+0.41% |
Blue Bell Private Wealth Management LLC |
495 |
497 |
+2 |
+0.40% |
Ironwood Financial llc |
10,380 |
10,420 |
+40 |
+0.39% |
ERn Financial LLC |
1,578 |
1,584 |
+6 |
+0.38% |
City Holding Co. |
4,150 |
4,165 |
+15 |
+0.36% |
Thomasville National Bank |
2,812 |
2,822 |
+10 |
+0.36% |
Intergy Private Wealth LLC |
4,586 |
4,602 |
+16 |
+0.35% |
Summit Financial Wealth Advisors LLC |
19,542 |
19,609 |
+67 |
+0.34% |
AM Investment Strategies LLC |
2,358 |
2,366 |
+8 |
+0.34% |
Zullo Investment Group Inc. |
9,935 |
9,969 |
+34 |
+0.34% |
Allred Capital Management LLC |
3,031 |
3,041 |
+10 |
+0.33% |
Wealth Enhancement Advisory Services LLC |
661,185 |
663,320 |
+2,135 |
+0.32% |
Private Ocean LLC |
1,285 |
1,289 |
+4 |
+0.31% |
Values Added Financial LLC |
1,919 |
1,925 |
+6 |
+0.31% |
HTLF Bank |
2,897 |
2,906 |
+9 |
+0.31% |
ZRC Wealth Management LLC |
334 |
335 |
+1 |
+0.30% |
Financial Management Network Inc. |
2,077 |
2,083 |
+6 |
+0.29% |
Capstone Triton Financial Group LLC |
6,982 |
7,001 |
+19 |
+0.27% |
Wendell David Associates Inc. |
8,565 |
8,587 |
+22 |
+0.26% |
Northwest Quadrant Wealth Management LLC |
1,934 |
1,939 |
+5 |
+0.26% |
United Capital Management of KS Inc. |
15,857 |
15,899 |
+42 |
+0.26% |
Shulman DeMeo Asset Management LLC |
8,575 |
8,597 |
+22 |
+0.26% |
SOA Wealth Advisors LLC. |
2,694 |
2,701 |
+7 |
+0.26% |
WealthShield Partners LLC |
2,384 |
2,390 |
+6 |
+0.25% |
State of Michigan Retirement System |
289,286 |
289,986 |
+700 |
+0.24% |
LifeSteps Financial Inc. |
1,275 |
1,278 |
+3 |
+0.24% |
Next Level Private LLC |
21,211 |
21,262 |
+51 |
+0.24% |
M. Kraus & Co |
6,387 |
6,402 |
+15 |
+0.23% |
CVA Family Office LLC |
1,735 |
1,739 |
+4 |
+0.23% |
Lbmc Investment Advisors LLC |
5,408 |
5,420 |
+12 |
+0.22% |
Whittier Trust Co. |
45,397 |
45,493 |
+96 |
+0.21% |
Winslow Asset Management Inc. |
40,165 |
40,251 |
+86 |
+0.21% |
Enterprise Bank & Trust Co |
1,907 |
1,911 |
+4 |
+0.21% |
Horan Securities Inc. |
1,477 |
1,480 |
+3 |
+0.20% |
Finer Wealth Management Inc. |
2,524 |
2,529 |
+5 |
+0.20% |
Barrett & Company Inc. |
2,672 |
2,677 |
+5 |
+0.19% |
Schaper Benz & Wise Investment Counsel Inc. WI |
49,907 |
49,997 |
+90 |
+0.18% |
O ROURKE & COMPANY Inc |
11,987 |
12,008 |
+21 |
+0.18% |
Aspire Private Capital LLC |
612 |
613 |
+1 |
+0.16% |
Family Firm Inc. |
3,362 |
3,367 |
+5 |
+0.15% |
Hyperion Partners LLC |
2,002 |
2,005 |
+3 |
+0.15% |
Gilliland Jeter Wealth Management LLC |
4,054 |
4,060 |
+6 |
+0.15% |
Cutter & CO Brokerage Inc. |
4,420 |
4,426 |
+6 |
+0.14% |
CJM Wealth Advisers Ltd. |
4,154 |
4,160 |
+6 |
+0.14% |
Future Financial Wealth Managment LLC |
2,385 |
2,388 |
+3 |
+0.13% |
Five Oceans Advisors |
2,354 |
2,357 |
+3 |
+0.13% |
Financial Security Advisor Inc. |
2,346 |
2,349 |
+3 |
+0.13% |
Investment Partners LTD. |
4,027 |
4,032 |
+5 |
+0.12% |
Macroview Investment Management LLC |
1,737 |
1,739 |
+2 |
+0.12% |
O Brien Wealth Partners LLC |
1,677 |
1,679 |
+2 |
+0.12% |
Baron Financial Group LLC |
3,333 |
3,337 |
+4 |
+0.12% |
Sinecera Capital LLC |
2,441 |
2,444 |
+3 |
+0.12% |
Advisors Management Group Inc. ADV |
47,215 |
47,269 |
+54 |
+0.11% |
Schnieders Capital Management LLC |
48,813 |
48,866 |
+53 |
+0.11% |
Cornell Pochily Investment Advisors Inc. |
10,784 |
10,796 |
+12 |
+0.11% |
MV Capital Management Inc. |
3,101 |
3,104 |
+3 |
+0.10% |
Shotwell Rutter Baer Inc |
1,997 |
1,999 |
+2 |
+0.10% |
Affinity Capital Advisors LLC |
2,245 |
2,247 |
+2 |
+0.09% |
Oak Harbor Wealth Partners LLC |
3,977 |
3,980 |
+3 |
+0.08% |
Parsons Capital Management Inc. RI |
114,211 |
114,293 |
+82 |
+0.07% |
Parisi Gray Wealth Management |
8,630 |
8,636 |
+6 |
+0.07% |
Stephens Consulting LLC |
4,114 |
4,117 |
+3 |
+0.07% |
Field & Main Bank |
16,399 |
16,409 |
+10 |
+0.06% |
Norway Savings Bank |
1,635 |
1,636 |
+1 |
+0.06% |
Mascoma Wealth Management LLC |
1,773 |
1,774 |
+1 |
+0.06% |
Oak Asset Management LLC |
5,246 |
5,249 |
+3 |
+0.06% |
Warner Financial Inc. |
7,194 |
7,198 |
+4 |
+0.06% |
Premier Path Wealth Partners LLC |
5,157 |
5,160 |
+3 |
+0.06% |
Nichols & Pratt Advisers LLP MA |
8,158 |
8,162 |
+4 |
+0.05% |
Carl P. Sherr & Co. LLC |
8,398 |
8,402 |
+4 |
+0.05% |
Amplius Wealth Advisors LLC |
4,342 |
4,344 |
+2 |
+0.05% |
Boyd Watterson Asset Management LLC OH |
2,551 |
2,552 |
+1 |
+0.04% |
Cranbrook Wealth Management LLC |
4,259 |
4,260 |
+1 |
+0.02% |
Romano Brothers AND Company |
37,071 |
37,076 |
+5 |
+0.01% |
Community Bank & Trust Waco Texas |
33,293 |
33,295 |
+2 |
+0.01% |
Long Run Wealth Advisors LLC |
7,877 |
7,878 |
+1 |
+0.01% |
Busey Wealth Management |
23,151 |
23,152 |
+1 |
+0.00% |
13F Filers Reporting New Positions In IBM |
Argus Investors Counsel Inc. |
0 |
1,085 |
+1,085 |
+100% |
Chase Investment Counsel Corp |
0 |
4,212 |
+4,212 |
+100% |
Searcy Financial Services Inc. ADV |
0 |
1,148 |
+1,148 |
+100% |
Chapin Davis Inc. |
0 |
1,071 |
+1,071 |
+100% |
BNP Paribas |
0 |
6,381 |
+6,381 |
+100% |
Moody Aldrich Partners LLC |
0 |
1,777 |
+1,777 |
+100% |
Doliver Advisors LP |
0 |
1,084 |
+1,084 |
+100% |
Arvest Investments Inc. |
0 |
10,089 |
+10,089 |
+100% |
Pittenger & Anderson Inc. |
0 |
15,115 |
+15,115 |
+100% |
Dillon & Associates Inc. |
0 |
1,152 |
+1,152 |
+100% |
Financial Advisory Corp UT ADV |
0 |
1,064 |
+1,064 |
+100% |
North Point Portfolio Managers Corp OH |
0 |
1,220 |
+1,220 |
+100% |
Mainstay Capital Management LLC ADV |
0 |
8,852 |
+8,852 |
+100% |
Bourne Lent Asset Management Inc. |
0 |
1,150 |
+1,150 |
+100% |
Trust Co. of Virginia VA |
0 |
1,141 |
+1,141 |
+100% |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
0 |
10,300 |
+10,300 |
+100% |
Sonata Capital Group Inc. |
0 |
2,525 |
+2,525 |
+100% |
Westend Capital Management LLC |
0 |
44 |
+44 |
+100% |
Migdal Insurance & Financial Holdings Ltd. |
0 |
2,281 |
+2,281 |
+100% |
Northwest Investment Counselors LLC |
0 |
712 |
+712 |
+100% |
Mechanics Bank Trust Department |
0 |
2,454 |
+2,454 |
+100% |
IMC Chicago LLC |
0 |
18,065 |
+18,065 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
23,400 |
+23,400 |
+100% |
West Coast Financial LLC |
0 |
1,252 |
+1,252 |
+100% |
New England Professional Planning Group Inc. |
0 |
1,129 |
+1,129 |
+100% |
Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. |
0 |
37 |
+37 |
+100% |
A. D. Beadell Investment Counsel Inc. |
0 |
1,197 |
+1,197 |
+100% |
Paragon Capital Management Ltd |
0 |
1,281 |
+1,281 |
+100% |
LVW Advisors LLC |
0 |
1,728 |
+1,728 |
+100% |
Silver Lake Advisory LLC |
0 |
1,572 |
+1,572 |
+100% |
Shoker Investment Counsel Inc. |
0 |
1,101 |
+1,101 |
+100% |
Wakefield Asset Management LLLP |
0 |
2,247 |
+2,247 |
+100% |
Mendel Money Management |
0 |
31,179 |
+31,179 |
+100% |
Gemmer Asset Management LLC |
0 |
1,150 |
+1,150 |
+100% |
Spectrum Asset Management Inc. NB CA |
0 |
1,200 |
+1,200 |
+100% |
LGL Partners LLC |
0 |
1,057 |
+1,057 |
+100% |
Horizon Financial Services LLC |
0 |
80 |
+80 |
+100% |
SpiderRock Advisors LLC |
0 |
38,612 |
+38,612 |
+100% |
Trilogy Capital Inc. |
0 |
2,275 |
+2,275 |
+100% |
Legacy Financial Strategies LLC |
0 |
1,337 |
+1,337 |
+100% |
Clarus Wealth Advisors |
0 |
1,709 |
+1,709 |
+100% |
Baugh & Associates LLC |
0 |
1,527 |
+1,527 |
+100% |
Vishria Bird Financial Group LLC |
0 |
1,194 |
+1,194 |
+100% |
Elwood & Goetz Wealth Advisory Group LLC |
0 |
1,150 |
+1,150 |
+100% |
RVW Wealth LLC |
0 |
1,162 |
+1,162 |
+100% |
Sage Financial Management Group Inc. |
0 |
1,500 |
+1,500 |
+100% |
EWG Elevate Inc. |
0 |
1,210 |
+1,210 |
+100% |
Patriot Investment Management Inc. |
0 |
1,094 |
+1,094 |
+100% |
Bremer Bank National Association |
0 |
1,742 |
+1,742 |
+100% |
O Keefe Stevens Advisory Inc. |
0 |
1,110 |
+1,110 |
+100% |
Jacobsen Capital Management |
0 |
1,145 |
+1,145 |
+100% |
Hilltop Wealth Advisors LLC |
0 |
12,913 |
+12,913 |
+100% |
BCS Wealth Management |
0 |
1,188 |
+1,188 |
+100% |
Professional Financial Advisors LLC |
0 |
1,172 |
+1,172 |
+100% |
Horizon Advisory Services Inc. |
0 |
1,284 |
+1,284 |
+100% |
Game Plan Financial Advisors LLC |
0 |
37 |
+37 |
+100% |
Moser Wealth Advisors LLC |
0 |
20 |
+20 |
+100% |
BEAM Asset Management LLC |
0 |
1,441 |
+1,441 |
+100% |
First Pacific Financial |
0 |
11 |
+11 |
+100% |
KWB Wealth |
0 |
2,197 |
+2,197 |
+100% |
IAM Advisory LLC |
0 |
1,099 |
+1,099 |
+100% |
TruWealth Advisors LLC |
0 |
48,378 |
+48,378 |
+100% |
Monterey Private Wealth Inc. |
0 |
1,218 |
+1,218 |
+100% |
Legal Advantage Investments Inc. |
0 |
3,366 |
+3,366 |
+100% |
Altus Wealth Group LLC |
0 |
1,198 |
+1,198 |
+100% |
Avenue 1 Advisors LLC |
0 |
1,098 |
+1,098 |
+100% |
Lifestyle Asset Management Inc. |
0 |
2,143 |
+2,143 |
+100% |
Outfitter Financial LLC |
0 |
3,292 |
+3,292 |
+100% |
Coerente Capital Management |
0 |
2,050 |
+2,050 |
+100% |
Strategic Financial Concepts LLC |
0 |
3,815 |
+3,815 |
+100% |
Dominguez Wealth Management Solutions Inc. |
0 |
1,148 |
+1,148 |
+100% |
Activest Wealth Management |
0 |
244 |
+244 |
+100% |
Whelan Financial |
0 |
1,314 |
+1,314 |
+100% |
Mason & Associates LLC |
0 |
13,829 |
+13,829 |
+100% |
China Universal Asset Management Co. Ltd. |
0 |
1,833 |
+1,833 |
+100% |
Stone Point Wealth LLC |
0 |
1,143 |
+1,143 |
+100% |
Archvest Wealth Advisors Inc. |
0 |
1,846 |
+1,846 |
+100% |
Fingerlakes Wealth Management Inc. |
0 |
1,254 |
+1,254 |
+100% |
Redmont Wealth Advisors LLC |
0 |
53 |
+53 |
+100% |
Spinnaker Investment Group LLC |
0 |
1,172 |
+1,172 |
+100% |
Simplicity Wealth LLC |
0 |
42,164 |
+42,164 |
+100% |
Clay Northam Wealth Management LLC |
0 |
1,144 |
+1,144 |
+100% |
Comprehensive Financial Consultants Institutional Inc. |
0 |
1,161 |
+1,161 |
+100% |
Walker Asset Management LLC |
0 |
1,171 |
+1,171 |
+100% |
Lansing Street Advisors |
0 |
1,225 |
+1,225 |
+100% |
Powers Advisory Group LLC |
0 |
1,066 |
+1,066 |
+100% |
Cypress Financial Planning LLC |
0 |
1,093 |
+1,093 |
+100% |
Plan Group Financial LLC |
0 |
1,920 |
+1,920 |
+100% |
Global Assets Advisory LLC |
0 |
15,848 |
+15,848 |
+100% |
Centurion Wealth Management LLC |
0 |
1,362 |
+1,362 |
+100% |
Melfa Wealth Management LLC |
0 |
1,300 |
+1,300 |
+100% |
Great Waters Wealth Management |
0 |
1,187 |
+1,187 |
+100% |
Dover Advisors LLC |
0 |
1,851 |
+1,851 |
+100% |
Milestone Asset Management LLC |
0 |
11,314 |
+11,314 |
+100% |
Longbow Finance SA |
0 |
16,331 |
+16,331 |
+100% |
Talbot Financial LLC |
0 |
5,165 |
+5,165 |
+100% |
Consolidated Portfolio Review Corp |
0 |
1,226 |
+1,226 |
+100% |
Prairie Sky Financial Group LLC |
0 |
1,150 |
+1,150 |
+100% |
Altiora Financial Group LLC |
0 |
1,128 |
+1,128 |
+100% |
Dupree Financial Group LLC |
0 |
1,193 |
+1,193 |
+100% |
Dixon Mitchell Investment Counsel Inc. |
0 |
425 |
+425 |
+100% |
Schoolcraft Capital LLC |
0 |
1,137 |
+1,137 |
+100% |
Fielder Capital Group LLC |
0 |
1,264 |
+1,264 |
+100% |
Focus Financial Network Inc. |
0 |
6,115 |
+6,115 |
+100% |
Accordant Advisory Group Inc |
0 |
92 |
+92 |
+100% |
Gerber LLC |
0 |
1,086 |
+1,086 |
+100% |
Executive Wealth Group LLC |
0 |
1,500 |
+1,500 |
+100% |
Fox Hill Wealth Management |
0 |
1,076 |
+1,076 |
+100% |
Foguth Wealth Management LLC. |
0 |
1,428 |
+1,428 |
+100% |
Glass Wealth Management Co LLC |
0 |
2,125 |
+2,125 |
+100% |
Central Pacific Bank Trust Division |
0 |
1,188 |
+1,188 |
+100% |
Diversify Advisory Services LLC |
0 |
24,377 |
+24,377 |
+100% |
13F Filers With Unchanged Share Count |
Hazlett Burt & Watson Inc. |
11 |
11 |
UNCH |
0.00% |
Planning Alternatives Ltd. ADV |
2,869 |
2,869 |
UNCH |
0.00% |
First Financialcorp IN |
1,022 |
1,022 |
UNCH |
0.00% |
Chemung Canal Trust Co. |
1,314 |
1,314 |
UNCH |
0.00% |
Mount Vernon Associates Inc. MD |
5,505 |
5,505 |
UNCH |
0.00% |
Meridian Management Co. |
7,467 |
7,467 |
UNCH |
0.00% |
First National Corp MA ADV |
3,474 |
3,474 |
UNCH |
0.00% |
Atlantic Union Bankshares Corp |
8,208 |
8,208 |
UNCH |
0.00% |
Fenimore Asset Management Inc. |
2,573 |
2,573 |
UNCH |
0.00% |
Factory Mutual Insurance Co. |
28,800 |
28,800 |
UNCH |
0.00% |
Professional Advisory Services Inc. |
2,933 |
2,933 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
50,087 |
50,087 |
UNCH |
0.00% |
Smith Shellnut Wilson LLC ADV |
2,523 |
2,523 |
UNCH |
0.00% |
Pioneer Trust Bank N A OR |
1,748 |
1,748 |
UNCH |
0.00% |
Woodstock Corp |
1,312 |
1,312 |
UNCH |
0.00% |
Schmidt P J Investment Management Inc. |
1,895 |
1,895 |
UNCH |
0.00% |
Fort Washington Investment Advisors Inc. OH |
945,337 |
945,337 |
UNCH |
0.00% |
Vaughan Nelson Investment Management L.P. |
16,735 |
16,735 |
UNCH |
0.00% |
Spirit of America Management Corp NY |
2,668 |
2,668 |
UNCH |
0.00% |
Albion Financial Group UT |
6,715 |
6,715 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
4,752 |
4,752 |
UNCH |
0.00% |
Mountain Pacific Investment Advisers Inc. ID |
3,672 |
3,672 |
UNCH |
0.00% |
Jag Capital Management LLC |
1,683 |
1,683 |
UNCH |
0.00% |
Selway Asset Management |
3,550 |
3,550 |
UNCH |
0.00% |
Harbor Advisory Corp MA |
3,036 |
3,036 |
UNCH |
0.00% |
Bonness Enterprises Inc. |
29,564 |
29,564 |
UNCH |
0.00% |
Independent Investors Inc. |
2,350 |
2,350 |
UNCH |
0.00% |
Proffitt & Goodson Inc. |
555 |
555 |
UNCH |
0.00% |
Mogy Joel R Investment Counsel Inc. |
2,400 |
2,400 |
UNCH |
0.00% |
First Community Trust NA |
620 |
620 |
UNCH |
0.00% |
Prentiss Smith & Co. Inc. |
1,960 |
1,960 |
UNCH |
0.00% |
Tealwood Asset Management Inc. |
2,125 |
2,125 |
UNCH |
0.00% |
Viking Fund Management LLC |
22,100 |
22,100 |
UNCH |
0.00% |
Foundation Resource Management Inc. |
1,399 |
1,399 |
UNCH |
0.00% |
First United Bank Trust |
3,770 |
3,770 |
UNCH |
0.00% |
Chickasaw Capital Management LLC |
1,271 |
1,271 |
UNCH |
0.00% |
Boit C F David |
3,584 |
3,584 |
UNCH |
0.00% |
Canal Insurance CO |
73,000 |
73,000 |
UNCH |
0.00% |
BOK Financial Private Wealth Inc. |
1,622 |
1,622 |
UNCH |
0.00% |
Coastline Trust Co |
2,465 |
2,465 |
UNCH |
0.00% |
Progressive Investment Management Corp |
2,149 |
2,149 |
UNCH |
0.00% |
Guardian Investment Management |
3,075 |
3,075 |
UNCH |
0.00% |
Horrell Capital Management Inc. |
139 |
139 |
UNCH |
0.00% |
West Oak Capital LLC |
485 |
485 |
UNCH |
0.00% |
Reik & CO. LLC |
3,072 |
3,072 |
UNCH |
0.00% |
Fruth Investment Management |
2,797 |
2,797 |
UNCH |
0.00% |
Capstone Investment Advisors LLC |
94 |
94 |
UNCH |
0.00% |
Cacti Asset Management LLC |
17,150 |
17,150 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
33,715 |
33,715 |
UNCH |
0.00% |
Supplemental Annuity Collective Trust of NJ |
8,000 |
8,000 |
UNCH |
0.00% |
NJ State Employees Deferred Compensation Plan |
20,000 |
20,000 |
UNCH |
0.00% |
Drexel Morgan & Co. |
139,735 |
139,735 |
UNCH |
0.00% |
Timber Creek Capital Management LLC |
95 |
95 |
UNCH |
0.00% |
Rocky Mountain Advisers LLC |
1,100 |
1,100 |
UNCH |
0.00% |
Reliant Investment Management LLC |
3,800 |
3,800 |
UNCH |
0.00% |
Boston Trust Walden Corp |
3,347 |
3,347 |
UNCH |
0.00% |
Alta Advisers Ltd |
2,400 |
2,400 |
UNCH |
0.00% |
Westside Investment Management Inc. |
738 |
738 |
UNCH |
0.00% |
Aviance Capital Partners LLC |
2,321 |
2,321 |
UNCH |
0.00% |
Ascent Wealth Partners LLC |
1,638 |
1,638 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
2,172 |
2,172 |
UNCH |
0.00% |
AMF Pensionsforsakring AB |
212,879 |
212,879 |
UNCH |
0.00% |
JNBA Financial Advisors |
480 |
480 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
980 |
980 |
UNCH |
0.00% |
LVZ Advisors Inc. |
2,503 |
2,503 |
UNCH |
0.00% |
Arbor Investment Advisors LLC |
1,950 |
1,950 |
UNCH |
0.00% |
E&G Advisors LP |
3,070 |
3,070 |
UNCH |
0.00% |
Hamel Associates Inc. |
10,350 |
10,350 |
UNCH |
0.00% |
Community Bank of Raymore |
1,860 |
1,860 |
UNCH |
0.00% |
Grassi Investment Management |
60,130 |
60,130 |
UNCH |
0.00% |
S. R. Schill & Associates |
4,931 |
4,931 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
97 |
97 |
UNCH |
0.00% |
Bray Capital Advisors |
50 |
50 |
UNCH |
0.00% |
Trust Co |
431 |
431 |
UNCH |
0.00% |
Lincoln Capital LLC |
1,312 |
1,312 |
UNCH |
0.00% |
Clear Investment Research LLC |
10 |
10 |
UNCH |
0.00% |
Westhampton Capital LLC |
10,346 |
10,346 |
UNCH |
0.00% |
Genesee Capital Advisors LLC |
2,566 |
2,566 |
UNCH |
0.00% |
Home Federal Bank of Tennessee |
7,672 |
7,672 |
UNCH |
0.00% |
Edmonds Duncan Registered Investment Advisors LLC |
1,689 |
1,689 |
UNCH |
0.00% |
Trinity Wealth Management LLC |
1,644 |
1,644 |
UNCH |
0.00% |
Legacy Bridge LLC |
1,448 |
1,448 |
UNCH |
0.00% |
Marietta Wealth Management LLC |
2,076 |
2,076 |
UNCH |
0.00% |
Pinnacle Bank |
2,119 |
2,119 |
UNCH |
0.00% |
Founders Capital Management |
1,150 |
1,150 |
UNCH |
0.00% |
Bfsg LLC |
880 |
880 |
UNCH |
0.00% |
McCollum Christoferson Group LLC |
1,779 |
1,779 |
UNCH |
0.00% |
Pegasus Asset Management Inc. |
2,544 |
2,544 |
UNCH |
0.00% |
Diamant Asset Management Inc. |
1,450 |
1,450 |
UNCH |
0.00% |
New Potomac Partners LLC |
2,485 |
2,485 |
UNCH |
0.00% |
Centerpoint Advisors LLC |
518 |
518 |
UNCH |
0.00% |
Avondale Wealth Management |
100 |
100 |
UNCH |
0.00% |
Pflug Koory LLC |
1,074 |
1,074 |
UNCH |
0.00% |
Impax Asset Management Group plc |
12,176 |
12,176 |
UNCH |
0.00% |
Essex Savings Bank |
8,592 |
8,592 |
UNCH |
0.00% |
CRA Financial Services LLC |
4,651 |
4,651 |
UNCH |
0.00% |
Insight Financial Services |
197 |
197 |
UNCH |
0.00% |
MA Private Wealth |
1,303 |
1,303 |
UNCH |
0.00% |
Oldfather Financial Services LLC |
3,567 |
3,567 |
UNCH |
0.00% |
Weaver Consulting Group |
2,811 |
2,811 |
UNCH |
0.00% |
HBW Advisory Services LLC |
4,731 |
4,731 |
UNCH |
0.00% |
Hubbell Strickland Wealth Management LLC |
1,804 |
1,804 |
UNCH |
0.00% |
Pacifica Partners Inc. |
1,810 |
1,810 |
UNCH |
0.00% |
General Partner Inc. |
449 |
449 |
UNCH |
0.00% |
Key Financial Inc |
2,087 |
2,087 |
UNCH |
0.00% |
Lion Street Advisors LLC |
6,486 |
6,486 |
UNCH |
0.00% |
TI Trust Inc. |
4,522 |
4,522 |
UNCH |
0.00% |
Magnolia Capital Management Ltd. |
2,637 |
2,637 |
UNCH |
0.00% |
Capital Market Strategies LLC |
3,596 |
3,596 |
UNCH |
0.00% |
Rebalance LLC |
1,579 |
1,579 |
UNCH |
0.00% |
Davis Capital Management |
186 |
186 |
UNCH |
0.00% |
Lountzis Asset Management LLC |
1,500 |
1,500 |
UNCH |
0.00% |
Planned Solutions Inc. |
3,738 |
3,738 |
UNCH |
0.00% |
Wolff Wiese Magana LLC |
162 |
162 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
670 |
670 |
UNCH |
0.00% |
Birchcreek Wealth Management LLC |
2,097 |
2,097 |
UNCH |
0.00% |
Sterling Manor Financial LLC |
1,381 |
1,381 |
UNCH |
0.00% |
Stableford Capital II LLC |
1,690 |
1,690 |
UNCH |
0.00% |
Phoenix Wealth Advisors |
1,965 |
1,965 |
UNCH |
0.00% |
Johnson Bixby & Associates LLC |
1,223 |
1,223 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
139 |
139 |
UNCH |
0.00% |
Boyd Wealth Management LLC |
1,333 |
1,333 |
UNCH |
0.00% |
TNF LLC |
1,211 |
1,211 |
UNCH |
0.00% |
Piscataqua Savings Bank |
3,063 |
3,063 |
UNCH |
0.00% |
Howard Capital Management Group LLC |
2,761 |
2,761 |
UNCH |
0.00% |
Bradley & Co. Private Wealth Management LLC |
305 |
305 |
UNCH |
0.00% |
Prentice Wealth Management LLC |
4,993 |
4,993 |
UNCH |
0.00% |
C2C Wealth Management LLC |
18,029 |
18,029 |
UNCH |
0.00% |
JTC Employer Solutions Trusteee Ltd |
197 |
197 |
UNCH |
0.00% |
Maryland Capital Advisors Inc. |
450 |
450 |
UNCH |
0.00% |
Bromfield Sneider Wealth Advisors |
72 |
72 |
UNCH |
0.00% |
GoalFusion Wealth Management LLC |
1,403 |
1,403 |
UNCH |
0.00% |
Mill Capital Management LLC |
5,465 |
5,465 |
UNCH |
0.00% |
Keb Asset Management LLC |
1,843 |
1,843 |
UNCH |
0.00% |
Cottonwood Capital Advisors LLC |
1,667 |
1,667 |
UNCH |
0.00% |
Eagle Bluffs Wealth Management LLC |
1,469 |
1,469 |
UNCH |
0.00% |
Blodgett Wealth Advisors LLC |
1,618 |
1,618 |
UNCH |
0.00% |
LifeGuide Financial Advisors LLC |
3,912 |
3,912 |
UNCH |
0.00% |
Sweet Financial Partners LLC |
3,099 |
3,099 |
UNCH |
0.00% |
Paragon Financial Partners Inc. |
1,645 |
1,645 |
UNCH |
0.00% |
Family CFO Inc |
80 |
80 |
UNCH |
0.00% |
Global Wealth Strategies & Associates |
1,060 |
1,060 |
UNCH |
0.00% |
Richelieu Gestion PLC |
50 |
50 |
UNCH |
0.00% |
Libra Wealth LLC |
2,992 |
2,992 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
2,825 |
2,825 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
138 |
138 |
UNCH |
0.00% |
Horizons Wealth Management |
35 |
35 |
UNCH |
0.00% |
Fortitude Family Office LLC |
476 |
476 |
UNCH |
0.00% |
Fortune Financial Advisors LLC |
1,716 |
1,716 |
UNCH |
0.00% |
Lam Group Inc. |
202 |
202 |
UNCH |
0.00% |
Seed Wealth Management Inc. |
1,504 |
1,504 |
UNCH |
0.00% |
HTG Investment Advisors Inc. |
1,820 |
1,820 |
UNCH |
0.00% |
Breakwater Capital Group |
2,659 |
2,659 |
UNCH |
0.00% |
Mendota Financial Group LLC |
105 |
105 |
UNCH |
0.00% |
LGT Financial Advisors LLC |
1,000 |
1,000 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
930 |
930 |
UNCH |
0.00% |
Compass Wealth Management LLC |
830 |
830 |
UNCH |
0.00% |
Trivant Custom Portfolio Group LLC |
100 |
100 |
UNCH |
0.00% |
Cultivar Capital Inc. |
4,653 |
4,653 |
UNCH |
0.00% |
Armstrong Fleming & Moore Inc |
5,355 |
5,355 |
UNCH |
0.00% |
CGC Financial Services LLC |
378 |
378 |
UNCH |
0.00% |
Halpern Financial Inc. |
98 |
98 |
UNCH |
0.00% |
Peoples Bank KS |
525 |
525 |
UNCH |
0.00% |
Sentry LLC |
15,083 |
15,083 |
UNCH |
0.00% |
Silverberg Bernstein Capital Management LLC |
10,470 |
10,470 |
UNCH |
0.00% |
Naples Money Management LLC |
170 |
170 |
UNCH |
0.00% |
NavPoint Financial Inc. |
1,247 |
1,247 |
UNCH |
0.00% |
Evergreen Private Wealth LLC |
835 |
835 |
UNCH |
0.00% |
Sachetta LLC |
2,886 |
2,886 |
UNCH |
0.00% |
Voisard Asset Management Group Inc. |
650 |
650 |
UNCH |
0.00% |
GLOBALT Investments LLC GA |
1,235 |
1,235 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
439 |
439 |
UNCH |
0.00% |
13F Filers Decreasing IBM Share Count |
Annapolis Financial Services LLC |
414 |
13 |
-401 |
-96.86% |
Stonegate Investment Group LLC |
342,739 |
33,284 |
-309,455 |
-90.29% |
Cordant Inc. |
256 |
30 |
-226 |
-88.28% |
Cutler Group LP |
3,565 |
451 |
-3,114 |
-87.35% |
CX Institutional |
48,136 |
6,512 |
-41,624 |
-86.47% |
Harel Insurance Investments & Financial Services Ltd. |
11,000 |
1,662 |
-9,338 |
-84.89% |
Stratos Wealth Advisors LLC |
32,144 |
5,235 |
-26,909 |
-83.71% |
Luken Investment Analytics LLC |
91 |
16 |
-75 |
-82.42% |
Richardson Capital Management LLC |
1,500 |
275 |
-1,225 |
-81.67% |
Beacon Financial Advisory LLC |
6,106 |
1,164 |
-4,942 |
-80.94% |
Mayflower Financial Advisors LLC |
37,939 |
7,804 |
-30,135 |
-79.43% |
Apexium Financial LP |
24,277 |
5,017 |
-19,260 |
-79.33% |
Carlson Capital Management |
5,370 |
1,112 |
-4,258 |
-79.29% |
Hartline Investment Corp |
52,489 |
11,571 |
-40,918 |
-77.96% |
Keystone Financial Planning Inc. |
50,363 |
11,458 |
-38,905 |
-77.25% |
JGP Wealth Management LLC |
5,111 |
1,334 |
-3,777 |
-73.90% |
FCG Investment Co |
9,401 |
2,551 |
-6,850 |
-72.86% |
Mezzasalma Advisors LLC |
3,972 |
1,255 |
-2,717 |
-68.40% |
Capital Investment Counsel Inc |
11,739 |
3,847 |
-7,892 |
-67.23% |
Fundamentun LLC |
3,173 |
1,105 |
-2,068 |
-65.17% |
G&S Capital LLC |
7,564 |
2,670 |
-4,894 |
-64.70% |
UMB Bank N A MO |
249,425 |
88,533 |
-160,892 |
-64.51% |
Charles Schwab Trust Co |
4,950 |
1,773 |
-3,177 |
-64.18% |
Rakuten Securities Inc. |
1,197 |
443 |
-754 |
-62.99% |
OmniStar Financial Group Inc. |
9,678 |
3,633 |
-6,045 |
-62.46% |
Eagle Strategies LLC |
2,488 |
1,110 |
-1,378 |
-55.39% |
Advisor Resource Council |
8,042 |
3,739 |
-4,303 |
-53.51% |
Clear Creek Financial Management LLC |
4,621 |
2,193 |
-2,428 |
-52.54% |
Saxon Interests Inc. |
7,000 |
3,416 |
-3,584 |
-51.20% |
Gradient Investments LLC |
3,426 |
1,678 |
-1,748 |
-51.02% |
Oak Thistle LLC |
3,312 |
1,644 |
-1,668 |
-50.36% |
Morton Brown Family Wealth LLC |
407 |
223 |
-184 |
-45.21% |
Ignite Planners LLC |
4,986 |
2,839 |
-2,147 |
-43.06% |
Hollencrest Capital Management |
1,193 |
694 |
-499 |
-41.83% |
Roth Financial Partners LLC |
5,434 |
3,200 |
-2,234 |
-41.11% |
Court Place Advisors LLC |
2,309 |
1,409 |
-900 |
-38.98% |
DNB Asset Management AS |
266,460 |
164,844 |
-101,616 |
-38.14% |
First National Trust Co |
98,178 |
62,370 |
-35,808 |
-36.47% |
Global Trust Asset Management LLC |
3,061 |
1,961 |
-1,100 |
-35.94% |
Aaron Wealth Advisors |
12,208 |
7,950 |
-4,258 |
-34.88% |
Atticus Wealth Management LLC |
2,280 |
1,502 |
-778 |
-34.12% |
Congress Wealth Management LLC DE |
18,059 |
12,124 |
-5,935 |
-32.86% |
PFG Private Wealth Management LLC |
19 |
13 |
-6 |
-31.58% |
Fortis Group Advisors LLC |
12,673 |
8,729 |
-3,944 |
-31.12% |
Appleton Partners Inc. MA |
6,432 |
4,462 |
-1,970 |
-30.63% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
4,021 |
2,854 |
-1,167 |
-29.02% |
Parthenon LLC |
13,842 |
9,842 |
-4,000 |
-28.90% |
International Assets Investment Management LLC |
16,224 |
11,559 |
-4,665 |
-28.75% |
Lineweaver Wealth Advisors LLC |
3,253 |
2,323 |
-930 |
-28.59% |
Blume Capital Management Inc. |
840 |
600 |
-240 |
-28.57% |
Assenagon Asset Management S.A. |
179,214 |
128,494 |
-50,720 |
-28.30% |
Coastal Investment Advisors Inc. |
6,253 |
4,527 |
-1,726 |
-27.60% |
Olistico Wealth LLC |
3,388 |
2,488 |
-900 |
-26.56% |
Well Done LLC |
1,456 |
1,072 |
-384 |
-26.37% |
Veracity Capital LLC |
7,562 |
5,586 |
-1,976 |
-26.13% |
Wagner Wealth Management LLC |
21,674 |
16,060 |
-5,614 |
-25.90% |
Cantor Fitzgerald Investment Adviser L.P. |
192,840 |
143,305 |
-49,535 |
-25.69% |
Poplar Forest Capital LLC |
209,792 |
155,912 |
-53,880 |
-25.68% |
Montgomery Investment Management Inc. |
51,189 |
38,156 |
-13,033 |
-25.46% |
Mirae Asset Global Investments Co. Ltd. |
514,648 |
387,813 |
-126,835 |
-24.65% |
SeaCrest Wealth Management LLC |
32,191 |
24,299 |
-7,892 |
-24.52% |
Robbins Farley LLC |
437 |
330 |
-107 |
-24.49% |
Kingswood Wealth Advisors LLC |
13,219 |
9,992 |
-3,227 |
-24.41% |
InTrack Investment Management Inc |
5,842 |
4,416 |
-1,426 |
-24.41% |
Matrix Asset Advisors Inc. NY |
1,455 |
1,117 |
-338 |
-23.23% |
Wambolt & Associates LLC |
2,760 |
2,125 |
-635 |
-23.01% |
CFM Wealth Partners LLC |
3,124 |
2,407 |
-717 |
-22.95% |
Northwest Capital Management Inc |
1,230 |
949 |
-281 |
-22.85% |
Cedrus LLC |
2,581 |
2,002 |
-579 |
-22.43% |
Walter & Keenan Financial Consulting Co. MI ADV |
4,460 |
3,460 |
-1,000 |
-22.42% |
LexAurum Advisors LLC |
5,384 |
4,197 |
-1,187 |
-22.05% |
Bridge Creek Capital Management LLC |
5,727 |
4,467 |
-1,260 |
-22.00% |
Brand Asset Management Group Inc. |
1,919 |
1,506 |
-413 |
-21.52% |
Tyche Wealth Partners LLC |
4,057 |
3,203 |
-854 |
-21.05% |
Signature Wealth Management Group |
25,718 |
20,405 |
-5,313 |
-20.66% |
Portside Wealth Group LLC |
15,629 |
12,403 |
-3,226 |
-20.64% |
Bridges Investment Management Inc. |
10,652 |
8,502 |
-2,150 |
-20.18% |
Prestige Wealth Management Group LLC |
703 |
563 |
-140 |
-19.91% |
Sapient Capital LLC |
3,346 |
2,681 |
-665 |
-19.87% |
Mitchell Sinkler & Starr PA |
10,990 |
8,810 |
-2,180 |
-19.84% |
Banque Cantonale Vaudoise |
57,256 |
46,023 |
-11,233 |
-19.62% |
Procyon Private Wealth Partners LLC |
4,871 |
3,916 |
-955 |
-19.61% |
Apella Capital LLC |
2,869 |
2,314 |
-555 |
-19.34% |
Insight Folios Inc |
44,576 |
35,978 |
-8,598 |
-19.29% |
Benson Investment Management Company Inc. |
36,135 |
29,233 |
-6,902 |
-19.10% |
Tritonpoint Wealth LLC |
2,890 |
2,341 |
-549 |
-19.00% |
Trust Point Inc. |
14,164 |
11,535 |
-2,629 |
-18.56% |
Symmetry Partners LLC |
11,286 |
9,235 |
-2,051 |
-18.17% |
Autumn Glory Partners LLC |
3,215 |
2,640 |
-575 |
-17.88% |
Clarius Group LLC |
6,609 |
5,430 |
-1,179 |
-17.84% |
Riverview Trust Co |
2,308 |
1,908 |
-400 |
-17.33% |
Pensionfund Sabic |
14,500 |
12,000 |
-2,500 |
-17.24% |
Legacy Advisors LLC |
4,588 |
3,801 |
-787 |
-17.15% |
Fountainhead AM LLC |
1,464 |
1,214 |
-250 |
-17.08% |
JJJ Advisors Inc. |
561 |
466 |
-95 |
-16.93% |
Main Street Research LLC |
1,644 |
1,366 |
-278 |
-16.91% |
PayPay Securities Corp |
42 |
35 |
-7 |
-16.67% |
Dynamic Advisor Solutions LLC |
20,891 |
17,466 |
-3,425 |
-16.39% |
Strategic Advisors LLC |
23,315 |
19,564 |
-3,751 |
-16.09% |
Mcdonald Partners LLC |
21,530 |
18,071 |
-3,459 |
-16.07% |
Hennessy Advisors Inc. |
66,700 |
56,100 |
-10,600 |
-15.89% |
West Branch Capital LLC |
677 |
570 |
-107 |
-15.81% |
BluePath Capital Management LLC |
4,631 |
3,900 |
-731 |
-15.78% |
Boothe Investment Group Inc. |
9,547 |
8,046 |
-1,501 |
-15.72% |
Financial Management Professionals Inc. |
647 |
547 |
-100 |
-15.46% |
Soltis Investment Advisors LLC |
3,934 |
3,327 |
-607 |
-15.43% |
Burke & Herbert Bank & Trust Co. |
2,749 |
2,328 |
-421 |
-15.31% |
Osborne Partners Capital Management LLC |
4,084 |
3,459 |
-625 |
-15.30% |
McGuire Investment Group LLC |
2,403 |
2,036 |
-367 |
-15.27% |
ARS Investment Partners LLC |
2,621 |
2,221 |
-400 |
-15.26% |
Abacus Wealth Partners LLC |
1,540 |
1,307 |
-233 |
-15.13% |
Amalgamated Bank |
220,981 |
187,841 |
-33,140 |
-15.00% |
Armstrong Henry H Associates Inc. |
4,945 |
4,225 |
-720 |
-14.56% |
Ridgewood Investments LLC |
8,341 |
7,156 |
-1,185 |
-14.21% |
Greystone Financial Group LLC |
52,027 |
44,728 |
-7,299 |
-14.03% |
Mn Services Vermogensbeheer B.V. |
428,910 |
369,210 |
-59,700 |
-13.92% |
Lodestar Private Asset Management LLC |
2,510 |
2,162 |
-348 |
-13.86% |
Lathrop Investment Management Corp |
49,077 |
42,455 |
-6,622 |
-13.49% |
Benjamin Edwards Inc. |
4,934 |
4,271 |
-663 |
-13.44% |
Country Club Bank GFN |
7,913 |
6,863 |
-1,050 |
-13.27% |
MEMBERS Trust Co |
30,082 |
26,097 |
-3,985 |
-13.25% |
Beddow Capital Management Inc. |
63,092 |
54,755 |
-8,337 |
-13.21% |
B.O.S.S. Retirement Advisors LLC |
12,279 |
10,659 |
-1,620 |
-13.19% |
Toth Financial Advisory Corp |
38,691 |
33,785 |
-4,906 |
-12.68% |
Carr Financial Group Corp |
1,648 |
1,444 |
-204 |
-12.38% |
Sound Income Strategies LLC |
115,492 |
101,280 |
-14,212 |
-12.31% |
Arlington Trust Co LLC |
1,043 |
916 |
-127 |
-12.18% |
Financial Futures Ltd Liability Co. |
3,145 |
2,762 |
-383 |
-12.18% |
Capital Advisors Inc. OK |
310,707 |
273,576 |
-37,131 |
-11.95% |
Opal Wealth Advisors LLC |
3,312 |
2,922 |
-390 |
-11.78% |
Liberty Capital Management Inc. |
1,387 |
1,224 |
-163 |
-11.75% |
Platte River Wealth Advisors LLC |
2,150 |
1,900 |
-250 |
-11.63% |
Zimmermann Investment Management & Planning LLC |
1,307 |
1,158 |
-149 |
-11.40% |
Trinity Legacy Partners LLC |
3,403 |
3,015 |
-388 |
-11.40% |
Ronald Blue Trust Inc. |
14,187 |
12,572 |
-1,615 |
-11.38% |
VAUGHAN & Co SECURITIES INC. |
5,279 |
4,681 |
-598 |
-11.33% |
Moisand Fitzgerald Tamayo LLC |
553 |
491 |
-62 |
-11.21% |
Berkshire Bank |
4,931 |
4,388 |
-543 |
-11.01% |
Signature Wealth Management Partners LLC |
4,006 |
3,583 |
-423 |
-10.56% |
Annex Advisory Services LLC |
1,592 |
1,426 |
-166 |
-10.43% |
Greenwood Capital Associates LLC |
74,281 |
66,621 |
-7,660 |
-10.31% |
Greylin Investment Mangement Inc. |
29,267 |
26,294 |
-2,973 |
-10.16% |
Valeo Financial Advisors LLC |
14,640 |
13,165 |
-1,475 |
-10.08% |
Eagle Rock Investment Company LLC |
19,522 |
17,576 |
-1,946 |
-9.97% |
Weatherly Asset Management L. P. |
4,672 |
4,217 |
-455 |
-9.74% |
Empower Advisory Group LLC |
10,031 |
9,072 |
-959 |
-9.56% |
Morgan Dempsey Capital Management LLC |
70,439 |
63,746 |
-6,693 |
-9.50% |
Crescent Grove Advisors LLC |
3,164 |
2,864 |
-300 |
-9.48% |
MTM Investment Management LLC |
4,177 |
3,782 |
-395 |
-9.46% |
Colton Groome Financial Advisors LLC |
1,400 |
1,269 |
-131 |
-9.36% |
Rosenberg Matthew Hamilton |
2,115 |
1,920 |
-195 |
-9.22% |
Verdence Capital Advisors LLC |
21,042 |
19,104 |
-1,938 |
-9.21% |
Wsfs Capital Management LLC |
70,701 |
64,203 |
-6,498 |
-9.19% |
Gateway Investment Advisers LLC |
6,672 |
6,060 |
-612 |
-9.17% |
Summit Global Investments |
2,169 |
1,972 |
-197 |
-9.08% |
Diversified Trust Co |
13,428 |
12,209 |
-1,219 |
-9.08% |
Integrated Investment Consultants LLC |
3,660 |
3,334 |
-326 |
-8.91% |
Northern Oak Wealth Management Inc. |
2,166 |
1,973 |
-193 |
-8.91% |
McAdam LLC |
3,690 |
3,364 |
-326 |
-8.83% |
Nicholas Hoffman & Company LLC. |
12,157 |
11,087 |
-1,070 |
-8.80% |
South Dakota Investment Council |
11,414 |
10,414 |
-1,000 |
-8.76% |
True Vision MN LLC |
3,899 |
3,561 |
-338 |
-8.67% |
Mcdaniel Terry & Co. |
3,365 |
3,074 |
-291 |
-8.65% |
Bruce G. Allen Investments LLC |
1,114 |
1,018 |
-96 |
-8.62% |
Carlton Hofferkamp & Jenks Wealth Management LLC |
5,117 |
4,683 |
-434 |
-8.48% |
Farmers & Merchants Investments Inc. |
33,085 |
30,291 |
-2,794 |
-8.44% |
Cary Street Partners Asset Management LLC |
12,604 |
11,553 |
-1,051 |
-8.34% |
Fifth Third Bancorp |
188,819 |
173,303 |
-15,516 |
-8.22% |
Brave Asset Management Inc. |
8,147 |
7,479 |
-668 |
-8.20% |
NovaPoint Capital LLC |
28,263 |
25,952 |
-2,311 |
-8.18% |
Davy Global Fund Management Ltd |
41,346 |
38,046 |
-3,300 |
-7.98% |
Berger Financial Group Inc |
38,289 |
35,255 |
-3,034 |
-7.92% |
BKD Wealth Advisors LLC |
36,490 |
33,611 |
-2,879 |
-7.89% |
Manning & Napier Group LLC |
153,473 |
141,376 |
-12,097 |
-7.88% |
Tower Bridge Advisors |
11,487 |
10,591 |
-896 |
-7.80% |
Papp L Roy & Associates |
7,124 |
6,570 |
-554 |
-7.78% |
New Hampshire Trust |
3,901 |
3,601 |
-300 |
-7.69% |
Equitable Trust Co. |
6,747 |
6,230 |
-517 |
-7.66% |
Institute for Wealth Management LLC. |
4,136 |
3,820 |
-316 |
-7.64% |
First PREMIER Bank |
1,397 |
1,291 |
-106 |
-7.59% |
Northeast Investment Management |
7,193 |
6,648 |
-545 |
-7.58% |
First Horizon Advisors Inc. |
206,118 |
190,968 |
-15,150 |
-7.35% |
Northwest Bancshares Inc. |
7,869 |
7,293 |
-576 |
-7.32% |
Founders Financial Securities LLC |
11,501 |
10,660 |
-841 |
-7.31% |
Retirement Systems of Alabama |
873,742 |
810,030 |
-63,712 |
-7.29% |
Baker Boyer National Bank |
2,153 |
1,996 |
-157 |
-7.29% |
Little House Capital LLC |
12,822 |
11,893 |
-929 |
-7.25% |
Planning Center Inc. |
1,750 |
1,625 |
-125 |
-7.14% |
Farmers Trust Co. |
52,954 |
49,220 |
-3,734 |
-7.05% |
Fort Pitt Capital Group LLC |
1,514 |
1,408 |
-106 |
-7.00% |
Francis Financial Inc. |
2,642 |
2,458 |
-184 |
-6.96% |
MPS Loria Financial Planners LLC |
2,446 |
2,276 |
-170 |
-6.95% |
Kennedy Investment Group |
3,114 |
2,901 |
-213 |
-6.84% |
Securian Asset Management Inc |
57,812 |
53,893 |
-3,919 |
-6.78% |
Atlas Brown Inc. |
7,426 |
6,924 |
-502 |
-6.76% |
CAPROCK Group Inc. |
15,208 |
14,182 |
-1,026 |
-6.75% |
Financial Sense Advisors Inc. |
15,354 |
14,327 |
-1,027 |
-6.69% |
Capital Investment Advisory Services LLC |
23,575 |
22,047 |
-1,528 |
-6.48% |
Capital Asset Advisory Services LLC |
6,736 |
6,301 |
-435 |
-6.46% |
Allied Investment Advisors LLC |
5,939 |
5,559 |
-380 |
-6.40% |
Keel Point LLC |
14,697 |
13,763 |
-934 |
-6.36% |
Acropolis Investment Management LLC |
2,534 |
2,375 |
-159 |
-6.27% |
Steel Peak Wealth Management LLC |
83,173 |
78,011 |
-5,162 |
-6.21% |
Willis Investment Counsel |
1,617 |
1,520 |
-97 |
-6.00% |
Security National Bank |
1,773 |
1,668 |
-105 |
-5.92% |
AJ Advisors LLC |
1,635 |
1,540 |
-95 |
-5.81% |
Mather Group LLC. |
5,008 |
4,718 |
-290 |
-5.79% |
Welch Group LLC |
343,845 |
324,278 |
-19,567 |
-5.69% |
Core Wealth Partners LLC |
6,811 |
6,428 |
-383 |
-5.62% |
Advocate Group LLC |
70,515 |
66,555 |
-3,960 |
-5.62% |
Eads & Heald Wealth Management |
3,571 |
3,374 |
-197 |
-5.52% |
Stockman Wealth Management Inc. |
77,104 |
72,878 |
-4,226 |
-5.48% |
Townsend Asset Management Corp NC ADV |
1,487 |
1,406 |
-81 |
-5.45% |
MeadowBrook Investment Advisors LLC |
2,410 |
2,280 |
-130 |
-5.39% |
Childress Capital Advisors LLC |
2,186 |
2,070 |
-116 |
-5.31% |
Archford Capital Strategies LLC |
10,432 |
9,897 |
-535 |
-5.13% |
Alpha Omega Wealth Management LLC |
55,780 |
52,933 |
-2,847 |
-5.10% |
Trifecta Capital Advisors LLC |
59 |
56 |
-3 |
-5.08% |
Thrive Wealth Management LLC |
7,311 |
6,940 |
-371 |
-5.07% |
Gilman Hill Asset Management LLC |
76,260 |
72,392 |
-3,868 |
-5.07% |
Clifford Swan Investment Counsel LLC |
46,099 |
43,766 |
-2,333 |
-5.06% |
Stewart & Patten Co. LLC |
4,411 |
4,191 |
-220 |
-4.99% |
First International Bank & Trust |
1,293 |
1,229 |
-64 |
-4.95% |
Franklin Street Advisors Inc. NC |
71,365 |
67,829 |
-3,536 |
-4.95% |
Bouchey Financial Group Ltd |
3,357 |
3,191 |
-166 |
-4.94% |
First Command Advisory Services Inc. |
3,792 |
3,605 |
-187 |
-4.93% |
AlphaMark Advisors LLC |
9,335 |
8,875 |
-460 |
-4.93% |
TAP Consulting LLC |
1,675 |
1,593 |
-82 |
-4.90% |
Ausdal Financial Partners Inc. |
11,080 |
10,540 |
-540 |
-4.87% |
Summit Financial LLC |
4,832 |
4,597 |
-235 |
-4.86% |
Allen Capital Group LLC |
22,505 |
21,418 |
-1,087 |
-4.83% |
Meritage Portfolio Management |
40,636 |
38,677 |
-1,959 |
-4.82% |
Private Capital Management LLC |
2,934 |
2,794 |
-140 |
-4.77% |
Coombe Bender & Co LLC |
5,036 |
4,799 |
-237 |
-4.71% |
Carolina Wealth Advisors LLC |
1,742 |
1,660 |
-82 |
-4.71% |
California Public Employees Retirement System |
6,357,047 |
6,061,429 |
-295,618 |
-4.65% |
Lynch & Associates IN |
48,711 |
46,479 |
-2,232 |
-4.58% |
Alaska Permanent Fund Corp |
69,914 |
66,738 |
-3,176 |
-4.54% |
Cyndeo Wealth Partners LLC |
43,711 |
41,791 |
-1,920 |
-4.39% |
SeaBridge Investment Advisors LLC |
18,115 |
17,329 |
-786 |
-4.34% |
Dumont & Blake Investment Advisors LLC |
9,445 |
9,035 |
-410 |
-4.34% |
Mosley Wealth Management |
1,905 |
1,823 |
-82 |
-4.30% |
Fiera Capital Corp |
4,770 |
4,565 |
-205 |
-4.30% |
CNB Bank |
2,392 |
2,290 |
-102 |
-4.26% |
Caldwell Sutter Capital Inc. |
10,738 |
10,284 |
-454 |
-4.23% |
Yousif Capital Management LLC |
196,563 |
188,405 |
-8,158 |
-4.15% |
Edmp Inc. |
16,985 |
16,282 |
-703 |
-4.14% |
Park Edge Advisors LLC |
2,454 |
2,353 |
-101 |
-4.12% |
Raymond James Trust N.A. |
52,456 |
50,302 |
-2,154 |
-4.11% |
Benjamin F. Edwards & Company Inc. |
90,676 |
86,971 |
-3,705 |
-4.09% |
SJS Investment Consulting Inc. |
1,324 |
1,270 |
-54 |
-4.08% |
Heartwood Wealth Advisors LLC |
5,987 |
5,743 |
-244 |
-4.08% |
ST Germain D J Co. Inc. |
12,029 |
11,541 |
-488 |
-4.06% |
Indiana Trust & Investment Management CO |
3,340 |
3,205 |
-135 |
-4.04% |
Summit Financial Group Inc. |
5,736 |
5,504 |
-232 |
-4.04% |
Wynn Capital LLC |
8,813 |
8,458 |
-355 |
-4.03% |
Confluence Wealth Services Inc. |
13,779 |
13,228 |
-551 |
-4.00% |
Douglas Lane & Associates LLC |
283,079 |
271,882 |
-11,197 |
-3.96% |
Saratoga Research & Investment Management |
3,120 |
2,999 |
-121 |
-3.88% |
Private Wealth Management Group LLC |
673 |
647 |
-26 |
-3.86% |
Wealthstar Advisors LLC |
8,780 |
8,441 |
-339 |
-3.86% |
JFS Wealth Advisors LLC |
12,268 |
11,797 |
-471 |
-3.84% |
Hartford Investment Management Co. |
61,507 |
59,144 |
-2,363 |
-3.84% |
Natixis Advisors L.P. |
376,430 |
362,060 |
-14,370 |
-3.82% |
Eudaimonia Partners LLC |
3,189 |
3,071 |
-118 |
-3.70% |
Argyle Capital Management Inc. |
23,177 |
22,327 |
-850 |
-3.67% |
Sumitomo Life Insurance Co. |
14,787 |
14,245 |
-542 |
-3.67% |
Rational Advisors LLC |
2,161 |
2,082 |
-79 |
-3.66% |
Capital Investment Advisors LLC |
67,278 |
64,835 |
-2,443 |
-3.63% |
Accurate Wealth Management LLC |
5,294 |
5,106 |
-188 |
-3.55% |
KG&L Capital Management LLC |
2,467 |
2,380 |
-87 |
-3.53% |
Guardian Wealth Advisors LLC |
2,163 |
2,087 |
-76 |
-3.51% |
BLB&B Advisors LLC |
24,386 |
23,536 |
-850 |
-3.49% |
Country Trust Bank |
2,811 |
2,713 |
-98 |
-3.49% |
Winthrop Advisory Group LLC |
5,649 |
5,454 |
-195 |
-3.45% |
Tobam |
5,188 |
5,009 |
-179 |
-3.45% |
Louisiana State Employees Retirement System |
55,200 |
53,300 |
-1,900 |
-3.44% |
Commonwealth Equity Services LLC |
718,120 |
693,498 |
-24,622 |
-3.43% |
Opinicus Capital Inc. |
2,979 |
2,878 |
-101 |
-3.39% |
Integrity Financial Corp WA |
1,631 |
1,576 |
-55 |
-3.37% |
Janney Capital Management LLC |
110,445 |
106,720 |
-3,725 |
-3.37% |
ZWJ Investment Counsel Inc. |
15,985 |
15,450 |
-535 |
-3.35% |
DLK Investment Management LLC |
2,994 |
2,894 |
-100 |
-3.34% |
Astoria Portfolio Advisors LLC. |
2,425 |
2,345 |
-80 |
-3.30% |
Adviser Investments LLC |
52,145 |
50,445 |
-1,700 |
-3.26% |
Rockland Trust Co. |
15,892 |
15,375 |
-517 |
-3.25% |
Sivia Capital Partners LLC |
1,409 |
1,364 |
-45 |
-3.19% |
Park National Corp OH |
16,061 |
15,561 |
-500 |
-3.11% |
Montecito Bank & Trust |
8,927 |
8,652 |
-275 |
-3.08% |
Washington Capital Management Inc. |
5,040 |
4,885 |
-155 |
-3.08% |
Murphy Middleton Hinkle & Parker Inc. |
6,474 |
6,278 |
-196 |
-3.03% |
Selective Wealth Management Inc. |
6,620 |
6,420 |
-200 |
-3.02% |
GSB Wealth Management LLC |
13,587 |
13,178 |
-409 |
-3.01% |
Sandy Cove Advisors LLC |
3,009 |
2,920 |
-89 |
-2.96% |
First Affirmative Financial Network |
2,946 |
2,859 |
-87 |
-2.95% |
Janney Montgomery Scott LLC |
659,022 |
640,175 |
-18,847 |
-2.86% |
Legacy Wealth Asset Management LLC |
12,974 |
12,606 |
-368 |
-2.84% |
Copperwynd Financial LLC |
4,648 |
4,516 |
-132 |
-2.84% |
Sugarloaf Wealth Management LLC |
4,854 |
4,717 |
-137 |
-2.82% |
Central Valley Advisors LLC |
3,165 |
3,077 |
-88 |
-2.78% |
WealthBridge Capital Management LLC |
1,447 |
1,407 |
-40 |
-2.76% |
Webster Bank N. A. |
7,131 |
6,940 |
-191 |
-2.68% |
CENTRAL TRUST Co |
25,553 |
24,884 |
-669 |
-2.62% |
First Financial Bank Trust Division |
61,165 |
59,597 |
-1,568 |
-2.56% |
True Link Financial Advisors LLC |
1,731 |
1,687 |
-44 |
-2.54% |
Renaissance Group LLC |
1,889 |
1,841 |
-48 |
-2.54% |
New Mexico Educational Retirement Board |
47,247 |
46,047 |
-1,200 |
-2.54% |
Sage Investment Advisers LLC |
11,952 |
11,652 |
-300 |
-2.51% |
Argent Advisors Inc. |
4,492 |
4,382 |
-110 |
-2.45% |
RBA Wealth Management LLC |
3,051 |
2,977 |
-74 |
-2.43% |
M&R Capital Management Inc. |
1,809 |
1,765 |
-44 |
-2.43% |
Hudson Valley Investment Advisors Inc. ADV |
15,094 |
14,729 |
-365 |
-2.42% |
Hudock Inc. |
12,863 |
12,553 |
-310 |
-2.41% |
Hengehold Capital Management LLC |
3,789 |
3,698 |
-91 |
-2.40% |
Investment Partners Asset Management Inc. |
8,758 |
8,549 |
-209 |
-2.39% |
Courier Capital LLC |
49,013 |
47,852 |
-1,161 |
-2.37% |
Means Investment CO. Inc. |
8,030 |
7,841 |
-189 |
-2.35% |
Kestra Private Wealth Services LLC |
68,367 |
66,768 |
-1,599 |
-2.34% |
Harbour Trust & Investment Management Co |
3,704 |
3,619 |
-85 |
-2.29% |
Anderson Fisher LLC |
2,579 |
2,520 |
-59 |
-2.29% |
Duncker Streett & Co. Inc. |
8,892 |
8,692 |
-200 |
-2.25% |
Rowland & Co. Investment Counsel ADV |
2,345 |
2,293 |
-52 |
-2.22% |
Radnor Capital Management LLC |
66,700 |
65,227 |
-1,473 |
-2.21% |
Sterneck Capital Management LLC |
15,604 |
15,263 |
-341 |
-2.19% |
Investment Advisory Services Inc. TX ADV |
3,201 |
3,131 |
-70 |
-2.19% |
Penbrook Management LLC |
4,390 |
4,295 |
-95 |
-2.16% |
First Personal Financial Services |
3,504 |
3,429 |
-75 |
-2.14% |
Mutual Advisors LLC |
27,132 |
26,554 |
-578 |
-2.13% |
Legacy Private Trust Co. |
3,130 |
3,064 |
-66 |
-2.11% |
Lynch Asset Management Inc. |
14,350 |
14,050 |
-300 |
-2.09% |
Ridgecrest Wealth Partners LLC |
9,626 |
9,426 |
-200 |
-2.08% |
West Bancorporation Inc. |
2,415 |
2,365 |
-50 |
-2.07% |
MBM Wealth Consultants LLC |
2,389 |
2,340 |
-49 |
-2.05% |
Parkside Financial Bank & Trust |
4,508 |
4,416 |
-92 |
-2.04% |
Ashton Thomas Private Wealth LLC |
16,545 |
16,212 |
-333 |
-2.01% |
US Asset Management LLC |
2,469 |
2,420 |
-49 |
-1.98% |
Roman Butler Fullerton & Co. |
5,311 |
5,206 |
-105 |
-1.98% |
Investors Asset Management of Georgia Inc. GA ADV |
8,561 |
8,395 |
-166 |
-1.94% |
Wallace Advisory Group LLC |
4,088 |
4,009 |
-79 |
-1.93% |
Sunburst Financial Group LLC |
6,957 |
6,823 |
-134 |
-1.93% |
WBH Advisory Inc. |
3,515 |
3,447 |
-68 |
-1.93% |
Sandbox Financial Partners LLC |
8,739 |
8,571 |
-168 |
-1.92% |
Cambridge Advisors Inc. |
1,560 |
1,530 |
-30 |
-1.92% |
NBC Securities Inc. |
11,759 |
11,533 |
-226 |
-1.92% |
Grandview Asset Management LLC |
5,524 |
5,419 |
-105 |
-1.90% |
Boltwood Capital Management |
5,535 |
5,430 |
-105 |
-1.90% |
Abner Herrman & Brock LLC |
146,675 |
143,884 |
-2,791 |
-1.90% |
Cherry Creek Investment Advisors Inc. |
41,602 |
40,821 |
-781 |
-1.88% |
TriaGen Wealth Management LLC |
2,680 |
2,630 |
-50 |
-1.87% |
Camden National Bank |
1,874 |
1,839 |
-35 |
-1.87% |
Wilson & Boucher Capital Management LLC |
2,600 |
2,552 |
-48 |
-1.85% |
Goelzer Investment Management Inc. |
38,588 |
37,886 |
-702 |
-1.82% |
CWS Financial Advisors LLC |
8,228 |
8,081 |
-147 |
-1.79% |
Mutual of America Capital Management LLC |
122,159 |
119,968 |
-2,191 |
-1.79% |
Carret Asset Management LLC |
20,008 |
19,652 |
-356 |
-1.78% |
Jacobs & Co. CA |
74,429 |
73,135 |
-1,294 |
-1.74% |
Culbertson A N & Co. Inc. |
12,521 |
12,305 |
-216 |
-1.73% |
Donald L. Hagan LLC |
7,656 |
7,524 |
-132 |
-1.72% |
Harvey Investment Co. LLC |
2,932 |
2,882 |
-50 |
-1.71% |
RSM US Wealth Management LLC |
36,692 |
36,091 |
-601 |
-1.64% |
OLD National Bancorp IN |
16,085 |
15,826 |
-259 |
-1.61% |
City State Bank |
4,374 |
4,304 |
-70 |
-1.60% |
Shilanski & Associates Inc. |
31,030 |
30,538 |
-492 |
-1.59% |
First National Bank Sioux Falls |
3,073 |
3,025 |
-48 |
-1.56% |
Tompkins Financial Corp |
16,826 |
16,566 |
-260 |
-1.55% |
Acorn Wealth Advisors LLC |
5,441 |
5,357 |
-84 |
-1.54% |
Chatham Capital Group Inc. |
2,605 |
2,565 |
-40 |
-1.54% |
KRS Capital Management LLC |
1,635 |
1,610 |
-25 |
-1.53% |
Money Concepts Capital Corp |
22,503 |
22,160 |
-343 |
-1.52% |
Plimoth Trust Co. LLC |
17,209 |
16,949 |
-260 |
-1.51% |
Pacific Sage Partners LLC |
1,541 |
1,518 |
-23 |
-1.49% |
Abacus Planning Group Inc. |
3,013 |
2,968 |
-45 |
-1.49% |
Concord Wealth Partners |
2,092 |
2,061 |
-31 |
-1.48% |
LS Investment Advisors LLC |
6,815 |
6,715 |
-100 |
-1.47% |
Fulton Breakefield Broenniman LLC |
2,697 |
2,658 |
-39 |
-1.45% |
Garland Capital Management Inc. |
31,168 |
30,718 |
-450 |
-1.44% |
Bell Bank |
59,083 |
58,232 |
-851 |
-1.44% |
Kesler Norman & Wride LLC |
2,467 |
2,432 |
-35 |
-1.42% |
Monte Financial Group LLC |
5,450 |
5,374 |
-76 |
-1.39% |
New York State Teachers Retirement System |
889,007 |
876,710 |
-12,297 |
-1.38% |
Lake Street Financial LLC |
8,505 |
8,392 |
-113 |
-1.33% |
SNS Financial Group LLC |
3,565 |
3,518 |
-47 |
-1.32% |
Arcadia Investment Management Corp MI |
76 |
75 |
-1 |
-1.32% |
Yeomans Consulting Group Inc. |
1,613 |
1,592 |
-21 |
-1.30% |
Sawyer & Company Inc |
3,764 |
3,716 |
-48 |
-1.28% |
SignalPoint Asset Management LLC |
3,893 |
3,843 |
-50 |
-1.28% |
Michael S. Ryan Inc. |
3,307 |
3,265 |
-42 |
-1.27% |
Valicenti Advisory Services Inc. |
11,799 |
11,649 |
-150 |
-1.27% |
Bank of New York Mellon Corp |
8,859,042 |
8,748,818 |
-110,224 |
-1.24% |
Financial Perspectives Inc |
162 |
160 |
-2 |
-1.23% |
PSI Advisors LLC |
2,033 |
2,008 |
-25 |
-1.23% |
Spire Wealth Management |
15,798 |
15,609 |
-189 |
-1.20% |
Sequoia Financial Advisors LLC |
87,038 |
86,028 |
-1,010 |
-1.16% |
Pallas Capital Advisors LLC |
3,940 |
3,895 |
-45 |
-1.14% |
Kwmg LLC |
34,690 |
34,294 |
-396 |
-1.14% |
Latitude Advisors LLC |
1,598 |
1,580 |
-18 |
-1.13% |
Moody National Bank Trust Division |
7,894 |
7,807 |
-87 |
-1.10% |
Cross Staff Investments Inc |
5,767 |
5,704 |
-63 |
-1.09% |
Newman Dignan & Sheerar Inc. |
10,529 |
10,414 |
-115 |
-1.09% |
Heritage Investors Management Corp |
55,993 |
55,391 |
-602 |
-1.08% |
Red Spruce Capital LLC |
8,489 |
8,400 |
-89 |
-1.05% |
Bangor Savings Bank |
17,648 |
17,462 |
-186 |
-1.05% |
Bond & Devick Financial Network Inc. |
3,855 |
3,815 |
-40 |
-1.04% |
Sumitomo Mitsui Trust Holdings Inc. |
2,653,554 |
2,626,767 |
-26,787 |
-1.01% |
Financial Symmetry Inc |
1,822 |
1,804 |
-18 |
-0.99% |
BlueSky Wealth Advisors LLC |
2,622 |
2,596 |
-26 |
-0.99% |
Asset Management One Co. Ltd. |
516,558 |
511,427 |
-5,131 |
-0.99% |
Willis Johnson & Associates Inc. |
3,157 |
3,126 |
-31 |
-0.98% |
CLARET ASSET MANAGEMENT Corp |
25,115 |
24,870 |
-245 |
-0.98% |
Silverlake Wealth Management LLC |
24,127 |
23,894 |
-233 |
-0.97% |
Stolper Co |
17,300 |
17,132 |
-168 |
-0.97% |
Windsor Capital Management LLC |
2,676 |
2,650 |
-26 |
-0.97% |
HFG Advisors Inc. |
3,334 |
3,302 |
-32 |
-0.96% |
Foster Victor Wealth Advisors LLC |
2,010 |
1,991 |
-19 |
-0.95% |
Compass Ion Advisors LLC |
10,728 |
10,626 |
-102 |
-0.95% |
Ipswich Investment Management Co. Inc. |
15,867 |
15,717 |
-150 |
-0.95% |
Etesian Wealth Advisors Inc. |
6,626 |
6,564 |
-62 |
-0.94% |
Slocum Gordon & Co LLP |
9,115 |
9,030 |
-85 |
-0.93% |
Cigna Investments Inc. New |
9,709 |
9,620 |
-89 |
-0.92% |
Hedges Asset Management LLC |
11,100 |
11,000 |
-100 |
-0.90% |
CHURCHILL MANAGEMENT Corp |
70,191 |
69,568 |
-623 |
-0.89% |
Bogart Wealth LLC |
68,771 |
68,172 |
-599 |
-0.87% |
Grove Bank & Trust |
7,493 |
7,430 |
-63 |
-0.84% |
Coston McIsaac & Partners |
1,239 |
1,229 |
-10 |
-0.81% |
Telos Capital Management Inc. |
3,512 |
3,484 |
-28 |
-0.80% |
Hennion & Walsh Asset Management Inc. |
27,105 |
26,891 |
-214 |
-0.79% |
Canandaigua National Bank & Trust Co. |
32,098 |
31,848 |
-250 |
-0.78% |
New World Advisors LLC |
1,310 |
1,300 |
-10 |
-0.76% |
Zurcher Kantonalbank Zurich Cantonalbank |
352,870 |
350,203 |
-2,667 |
-0.76% |
Exchange Bank |
7,834 |
7,777 |
-57 |
-0.73% |
YHB Investment Advisors Inc. |
3,994 |
3,965 |
-29 |
-0.73% |
Wulff Hansen & CO. |
1,694 |
1,682 |
-12 |
-0.71% |
Moloney Securities Asset Management LLC |
27,355 |
27,164 |
-191 |
-0.70% |
First Hawaiian Bank |
15,079 |
14,976 |
-103 |
-0.68% |
Kathmere Capital Management LLC |
1,355 |
1,346 |
-9 |
-0.66% |
Trust Co of the South |
5,036 |
5,004 |
-32 |
-0.64% |
Gilbert & Cook Inc. |
3,892 |
3,867 |
-25 |
-0.64% |
Buffington Mohr McNeal |
2,200 |
2,186 |
-14 |
-0.64% |
OMNI 360 Wealth Inc. |
2,075 |
2,062 |
-13 |
-0.63% |
TrueWealth Advisors LLC |
4,861 |
4,831 |
-30 |
-0.62% |
Woodmont Investment Counsel LLC |
2,422 |
2,407 |
-15 |
-0.62% |
Detalus Advisors LLC |
9,823 |
9,763 |
-60 |
-0.61% |
Financial Counselors Inc. |
61,799 |
61,422 |
-377 |
-0.61% |
IFM Investors Pty Ltd |
182,672 |
181,602 |
-1,070 |
-0.59% |
DORCHESTER WEALTH MANAGEMENT Co |
46,262 |
45,998 |
-264 |
-0.57% |
Forbes J M & Co. LLP |
66,692 |
66,311 |
-381 |
-0.57% |
Signet Investment Advisory Group Inc. |
14,540 |
14,460 |
-80 |
-0.55% |
Cutler Investment Counsel LLC |
48,050 |
47,790 |
-260 |
-0.54% |
Tsfg LLC |
378 |
376 |
-2 |
-0.53% |
Triangle Securities Wealth Management |
1,797 |
1,788 |
-9 |
-0.50% |
Klingenstein Fields & Co. LP |
15,140 |
15,065 |
-75 |
-0.50% |
Godsey & Gibb Associates |
137,034 |
136,389 |
-645 |
-0.47% |
Asset Dedication LLC |
26,956 |
26,832 |
-124 |
-0.46% |
Citadel Investment Advisory Inc. |
17,741 |
17,666 |
-75 |
-0.42% |
Exeter Financial LLC |
18,202 |
18,126 |
-76 |
-0.42% |
Robinson Smith Wealth Advisors LLC |
1,688 |
1,681 |
-7 |
-0.41% |
SOL Capital Management CO |
5,421 |
5,399 |
-22 |
-0.41% |
Allen Mooney & Barnes Investment Advisors LLC |
44,580 |
44,406 |
-174 |
-0.39% |
Pinnacle West Asset Management Inc. |
6,335 |
6,310 |
-25 |
-0.39% |
Forza Wealth Management LLC |
12,715 |
12,665 |
-50 |
-0.39% |
Wedge Capital Management L L P NC |
1,787 |
1,780 |
-7 |
-0.39% |
Gradient Capital Advisors LLC |
1,824 |
1,818 |
-6 |
-0.33% |
Donaldson Capital Management LLC |
10,948 |
10,912 |
-36 |
-0.33% |
D. Scott Neal Inc. |
2,481 |
2,473 |
-8 |
-0.32% |
Kinneret Advisory LLC |
23,968 |
23,894 |
-74 |
-0.31% |
Greenfield Savings Bank |
3,681 |
3,670 |
-11 |
-0.30% |
Addenda Capital Inc. |
41,599 |
41,483 |
-116 |
-0.28% |
Howard Financial Services LTD. |
2,958 |
2,950 |
-8 |
-0.27% |
TFC Financial Management |
13,074 |
13,041 |
-33 |
-0.25% |
Aspiriant LLC |
6,327 |
6,312 |
-15 |
-0.24% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
12,083 |
12,054 |
-29 |
-0.24% |
Powell Investment Advisors LLC |
4,579 |
4,569 |
-10 |
-0.22% |
CAP Partners LLC |
2,015 |
2,011 |
-4 |
-0.20% |
Hourglass Capital LLC |
30,485 |
30,425 |
-60 |
-0.20% |
Fidelity D & D Bancorp Inc. |
40,093 |
40,015 |
-78 |
-0.19% |
Hartford Financial Management Inc. |
9,975 |
9,957 |
-18 |
-0.18% |
McElhenny Sheffield Capital Management LLC |
5,847 |
5,837 |
-10 |
-0.17% |
KFA Private Wealth Group LLC |
1,741 |
1,738 |
-3 |
-0.17% |
Oakworth Capital Inc. |
1,753 |
1,750 |
-3 |
-0.17% |
Raymond James & Associates |
1,365,339 |
1,362,963 |
-2,376 |
-0.17% |
Northern Financial Advisors Inc |
7,319 |
7,308 |
-11 |
-0.15% |
Daymark Wealth Partners LLC |
180,788 |
180,522 |
-266 |
-0.15% |
Sky Investment Group LLC |
16,989 |
16,964 |
-25 |
-0.15% |
Jeppson Wealth Management LLC |
6,707 |
6,698 |
-9 |
-0.13% |
Centennial Wealth Advisory LLC |
10,402 |
10,389 |
-13 |
-0.12% |
United Asset Strategies Inc. |
2,416 |
2,413 |
-3 |
-0.12% |
Access Financial Services Inc. |
8,045 |
8,036 |
-9 |
-0.11% |
Baldwin Brothers Inc. MA |
90,186 |
90,086 |
-100 |
-0.11% |
Lakeridge Wealth Management LLC |
13,861 |
13,850 |
-11 |
-0.08% |
Pavion Blue Capital LLC |
9,017 |
9,011 |
-6 |
-0.07% |
Carmichael Hill & Associates Inc. |
4,079 |
4,077 |
-2 |
-0.05% |
KFG Wealth Management LLC |
2,514 |
2,513 |
-1 |
-0.04% |
Regent Peak Wealth Advisors LLC |
2,351 |
2,350 |
-1 |
-0.04% |
Cary Street Partners Investment Advisory LLC |
28,512 |
28,508 |
-4 |
-0.01% |
13F Filers Exiting IBM |
Ables Iannone Moore & Associates Inc. |
191 |
0 |
-191 |
-100.00% |
Sollinda Capital Management LLC |
1,346 |
0 |
-1,346 |
-100.00% |
Turtle Creek Wealth Advisors LLC |
1,053 |
0 |
-1,053 |
-100.00% |
GUNN & Co INVESTMENT MANAGEMENT INC. |
1,965 |
0 |
-1,965 |
-100.00% |
Strategic Advocates LLC |
1,450 |
0 |
-1,450 |
-100.00% |
St. Louis Financial Planners Asset Management LLC |
12,339 |
0 |
-12,339 |
-100.00% |
Oak Hill Wealth Advisors LLC |
2,844 |
0 |
-2,844 |
-100.00% |
Granite Bay Wealth Management LLC |
42,210 |
0 |
-42,210 |
-100.00% |
Life Planning Partners Inc |
745 |
0 |
-745 |
-100.00% |
Peterson Financial Group Inc. |
3,584 |
0 |
-3,584 |
-100.00% |
Straight Path Wealth Management |
6,780 |
0 |
-6,780 |
-100.00% |
Level Financial Advisors Inc. |
59 |
0 |
-59 |
-100.00% |
Koss Olinger Consulting LLC |
2,321 |
0 |
-2,321 |
-100.00% |
Octavia Wealth Advisors LLC |
1,490 |
0 |
-1,490 |
-100.00% |
Tempus Wealth Planning LLC |
1,694 |
0 |
-1,694 |
-100.00% |
Investment Research & Advisory Group Inc. |
1 |
0 |
-1 |
-100.00% |
Brendel Financial Advisors LLC |
2,417 |
0 |
-2,417 |
-100.00% |
Mountain Capital Investment Advisors Inc |
6,376 |
0 |
-6,376 |
-100.00% |
USA Financial Portformulas Corp |
9 |
0 |
-9 |
-100.00% |
Barry Investment Advisors LLC |
34,587 |
0 |
-34,587 |
-100.00% |
Iron Financial LLC |
4,707 |
0 |
-4,707 |
-100.00% |
Catalyst Capital Advisors LLC |
2,161 |
0 |
-2,161 |
-100.00% |
Verity & Verity LLC |
125,737 |
0 |
-125,737 |
-100.00% |
Mizuho Securities Co. Ltd. |
470 |
0 |
-470 |
-100.00% |
Cubic Asset Management LLC |
23,507 |
0 |
-23,507 |
-100.00% |
Meitav Dash Investments Ltd. |
2,959 |
0 |
-2,959 |
-100.00% |
Arlington Partners LLC |
616 |
0 |
-616 |
-100.00% |
Bourgeon Capital Management LLC |
52 |
0 |
-52 |
-100.00% |
Matthew Goff Investment Advisor LLC |
11,617 |
0 |
-11,617 |
-100.00% |
Lincoln Capital Corp |
1,365 |
0 |
-1,365 |
-100.00% |
See Summary: Institutional Holders of IBM
See Details: Top 10 Hedge Funds Holding IBM
Also See: IBM Insider Buying
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