Holdings Channel
VZ Holdings Changes image
This page summarizes the VZ 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 VZ 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing VZ Share Count
Ibex Wealth Advisors 200 212,822 +212,622 +106311.00%
FNY Investment Advisers LLC 100 6,300 +6,200 +6200.00%
Global Assets Advisory LLC 37,266 1,405,303 +1,368,037 +3671.01%
Financial Synergies Wealth Advisors Inc. 44 994 +950 +2159.09%
Simplicity Wealth LLC 7,359 136,283 +128,924 +1751.92%
PFG Investments LLC 54,554 277,345 +222,791 +408.39%
Nilsine Partners LLC 5,485 24,512 +19,027 +346.89%
United Asset Strategies Inc. 14,226 59,339 +45,113 +317.12%
Cyndeo Wealth Partners LLC 43,608 168,915 +125,307 +287.35%
GSA Capital Partners LLP 10,742 40,995 +30,253 +281.63%
Rempart Asset Management Inc. 40,525 151,640 +111,115 +274.19%
Prosperity Consulting Group LLC 39,979 137,519 +97,540 +243.98%
SPC Financial Inc. 17,867 59,536 +41,669 +233.22%
LFA Lugano Financial Advisors SA 655 1,760 +1,105 +168.70%
JGP Wealth Management LLC 8,531 21,125 +12,594 +147.63%
Proquility Private Wealth Partners LLC 13,625 33,365 +19,740 +144.88%
Sigma Planning Corp 105,452 248,131 +142,679 +135.30%
CBOE Vest Financial LLC 27,025 62,253 +35,228 +130.35%
Lloyd Advisory Services LLC. 15,644 35,020 +19,376 +123.86%
Valued Wealth Advisors LLC 479 1,070 +591 +123.38%
SlateStone Wealth LLC 55,433 119,890 +64,457 +116.28%
DekaBank Deutsche Girozentrale 3,092,974 6,574,910 +3,481,936 +112.58%
Sage Mountain Advisors LLC 6,007 12,547 +6,540 +108.87%
Wiley BROS. Aintree Capital LLC 20,651 42,734 +22,083 +106.93%
Wagner Wealth Management LLC 46,756 96,346 +49,590 +106.06%
Voisard Asset Management Group Inc. 351 718 +367 +104.56%
Summit Trail Advisors LLC 29,131 56,657 +27,526 +94.49%
FCG Investment Co 12,870 24,400 +11,530 +89.59%
Honkamp Krueger Financial Services Inc. 126,854 236,596 +109,742 +86.51%
Sanders Morris Harris LLC 11,493 21,254 +9,761 +84.93%
Capital Advisory Group Advisory Services LLC 11,464 21,008 +9,544 +83.25%
LS Investment Advisors LLC 16,262 29,577 +13,315 +81.88%
Invera Wealth Advisors LLC 7,108 12,922 +5,814 +81.80%
Adell Harriman & Carpenter Inc. 62,123 109,923 +47,800 +76.94%
Fidelis Capital Partners LLC 14,717 25,791 +11,074 +75.25%
Steel Peak Wealth Management LLC 256,086 439,372 +183,286 +71.57%
St. Louis Trust Co 6,603 11,099 +4,496 +68.09%
Robeco Institutional Asset Management B.V. 1,495,517 2,512,631 +1,017,114 +68.01%
Northern Financial Advisors Inc 9,918 16,657 +6,739 +67.95%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 2,652 4,433 +1,781 +67.16%
Little House Capital LLC 34,722 57,364 +22,642 +65.21%
Nisa Investment Advisors LLC 1,379,178 2,259,124 +879,946 +63.80%
O ROURKE & COMPANY Inc 9,466 15,378 +5,912 +62.46%
Mirae Asset Global Investments Co. Ltd. 1,919,657 3,115,505 +1,195,848 +62.29%
Howland Capital Management LLC 20,214 32,334 +12,120 +59.96%
RMR Wealth Builders 37,754 59,604 +21,850 +57.87%
Smartleaf Asset Management LLC 18,071 27,410 +9,339 +51.68%
Pittenger & Anderson Inc. 587 883 +296 +50.43%
Dover Advisors LLC 14,612 21,936 +7,324 +50.12%
Atlas Capital Advisors LLC 44,010 65,645 +21,635 +49.16%
Schrum Private Wealth Management LLC 6,230 9,244 +3,014 +48.38%
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors 5,898 8,586 +2,688 +45.57%
Norden Group LLC 35,171 50,629 +15,458 +43.95%
Kathmere Capital Management LLC 37,891 54,494 +16,603 +43.82%
Quantum Financial Advisors LLC 9,806 14,102 +4,296 +43.81%
Sovereign Financial Group Inc. 8,113 11,628 +3,515 +43.33%
V Square Quantitative Management LLC 52,855 75,191 +22,336 +42.26%
DGS Capital Management LLC 11,496 16,293 +4,797 +41.73%
Capital Advisors Wealth Management LLC 6,340 8,975 +2,635 +41.56%
Petra Financial Advisors Inc. 5,937 8,388 +2,451 +41.28%
Phillips Wealth Planners LLC 9,350 13,154 +3,804 +40.68%
Autumn Glory Partners LLC 17,457 24,517 +7,060 +40.44%
HF Advisory Group LLC 34,664 48,458 +13,794 +39.79%
Alpha Cubed Investments LLC 367,345 511,171 +143,826 +39.15%
Eagle Rock Investment Company LLC 90,487 124,240 +33,753 +37.30%
Nelson Van Denburg & Campbell Wealth Management Group LLC 27,613 37,805 +10,192 +36.91%
Wetzel Investment Advisors Inc. 10,465 14,225 +3,760 +35.93%
Hollencrest Capital Management 500 675 +175 +35.00%
Founders Capital Management 700 945 +245 +35.00%
United Community Bank 54,229 72,369 +18,140 +33.45%
Adams Diversified Equity Fund Inc. 462,800 617,000 +154,200 +33.32%
Symmetry Partners LLC 50,796 66,939 +16,143 +31.78%
Banque Cantonale Vaudoise 278,838 365,852 +87,014 +31.21%
Lake Street Financial LLC 89,032 116,814 +27,782 +31.20%
Clear Creek Financial Management LLC 24,569 32,192 +7,623 +31.03%
Linden Thomas Advisory Services LLC 49,326 64,373 +15,047 +30.51%
American National Bank 56,068 72,660 +16,592 +29.59%
AustralianSuper Pty Ltd 349,743 453,204 +103,461 +29.58%
Sequoia Financial Advisors LLC 574,220 742,881 +168,661 +29.37%
Wolff Wiese Magana LLC 681 881 +200 +29.37%
Wambolt & Associates LLC 40,973 52,858 +11,885 +29.01%
Red Spruce Capital LLC 45,777 58,554 +12,777 +27.91%
Cary Street Partners Investment Advisory LLC 37,301 47,681 +10,380 +27.83%
Cassia Capital Partners LLC 12,463 15,925 +3,462 +27.78%
Slocum Gordon & Co LLP 112,008 142,943 +30,935 +27.62%
SFG Wealth Management LLC. 7,699 9,816 +2,117 +27.50%
9258 Wealth Management LLC 9,525 12,086 +2,561 +26.89%
Natixis Advisors L.P. 1,073,490 1,354,097 +280,607 +26.14%
Future Financial Wealth Managment LLC 13,876 17,451 +3,575 +25.76%
LVW Advisors LLC 36,123 45,418 +9,295 +25.73%
Morris Retirement Advisors LLC 9,765 12,238 +2,473 +25.33%
Coston McIsaac & Partners 15,118 18,897 +3,779 +25.00%
Compagnie Lombard Odier SCmA 656,926 813,643 +156,717 +23.86%
Ritholtz Wealth Management 120,117 148,273 +28,156 +23.44%
BOK Financial Private Wealth Inc. 2,100 2,588 +488 +23.24%
Precedent Wealth Partners LLC 9,097 11,179 +2,082 +22.89%
Cornerstone Wealth Group LLC 9,802 12,030 +2,228 +22.73%
Resonant Capital Advisors LLC 10,615 13,017 +2,402 +22.63%
IAG Wealth Partners LLC 906 1,110 +204 +22.52%
Viking Fund Management LLC 132,300 161,600 +29,300 +22.15%
Copperwynd Financial LLC 12,316 15,016 +2,700 +21.92%
Asset Dedication LLC 64,545 78,584 +14,039 +21.75%
Pflug Koory LLC 60,292 73,382 +13,090 +21.71%
First Hawaiian Bank 19,775 24,005 +4,230 +21.39%
Dakota Wealth Management 149,605 181,361 +31,756 +21.23%
Sage Investment Advisers LLC 6,622 8,027 +1,405 +21.22%
BNP Paribas Arbitrage SA 4,276,182 5,178,137 +901,955 +21.09%
First Citizens Bank & Trust Co. 126,938 153,282 +26,344 +20.75%
Lee Financial Group Hawaii Inc. 15,517 18,704 +3,187 +20.54%
Parkside Financial Bank & Trust 17,854 21,520 +3,666 +20.53%
Simon Quick Advisors LLC 13,263 15,974 +2,711 +20.44%
Keel Point LLC 14,001 16,814 +2,813 +20.09%
Financial Strategies Group Inc. 120,235 144,195 +23,960 +19.93%
West Financial Advisors LLC 252 302 +50 +19.84%
Pinnacle Bank 18,210 21,810 +3,600 +19.77%
Zurcher Kantonalbank Zurich Cantonalbank 2,170,563 2,598,901 +428,338 +19.73%
Allworth Financial LP 122,090 146,101 +24,011 +19.67%
CX Institutional 86,243 102,972 +16,729 +19.40%
Beacon Financial Advisory LLC 18,093 21,596 +3,503 +19.36%
Aviance Capital Partners LLC 31,510 37,601 +6,091 +19.33%
Quent Capital LLC 6,220 7,422 +1,202 +19.32%
Abundance Wealth Counselors 57,971 69,122 +11,151 +19.24%
Van ECK Associates Corp 818,841 974,625 +155,784 +19.02%
Outlook Wealth Advisors LLC 6,741 8,000 +1,259 +18.68%
Adviser Investments LLC 81,621 96,660 +15,039 +18.43%
Davy Global Fund Management Ltd 67,556 79,950 +12,394 +18.35%
USA Financial Portformulas Corp 61 72 +11 +18.03%
West Branch Capital LLC 3,353 3,953 +600 +17.89%
JJJ Advisors Inc. 7,130 8,381 +1,251 +17.55%
Exeter Financial LLC 64,965 76,336 +11,371 +17.50%
Massmutual Trust Co. FSB ADV 414,480 486,732 +72,252 +17.43%
Patriot Financial Group Insurance Agency LLC 28,763 33,773 +5,010 +17.42%
Signaturefd LLC 51,434 60,354 +8,920 +17.34%
GAMMA Investing LLC 28,588 33,545 +4,957 +17.34%
Berger Financial Group Inc 10,077 11,820 +1,743 +17.30%
Pinnacle Financial Partners Inc. 270,179 315,779 +45,600 +16.88%
Wsfs Capital Management LLC 105,499 123,256 +17,757 +16.83%
Patton Albertson Miller Group LLC 95,504 111,543 +16,039 +16.79%
Salomon & Ludwin LLC 5,635 6,561 +926 +16.43%
Stolper Co 39,505 45,942 +6,437 +16.29%
McAdam LLC 15,014 17,455 +2,441 +16.26%
Horan Securities Inc. 9,576 11,121 +1,545 +16.13%
WealthShield Partners LLC 56,760 65,866 +9,106 +16.04%
Concord Wealth Partners 21,902 25,396 +3,494 +15.95%
Kowal Investment Group LLC 17,529 20,258 +2,729 +15.57%
Community Bank of Raymore 5,719 6,609 +890 +15.56%
Artemis Investment Management LLP 1,096,280 1,264,418 +168,138 +15.34%
LifePro Asset Management 32,166 37,099 +4,933 +15.34%
Alta Capital Management LLC 94,926 109,183 +14,257 +15.02%
Chemung Canal Trust Co. 18,947 21,743 +2,796 +14.76%
JFS Wealth Advisors LLC 11,142 12,785 +1,643 +14.75%
Proficio Capital Partners LLC 7,310 8,387 +1,077 +14.73%
PDS Planning Inc 12,911 14,809 +1,898 +14.70%
Peddock Capital Advisors LLC 40,022 45,817 +5,795 +14.48%
Independence Bank of Kentucky 30,936 35,253 +4,317 +13.95%
Ballentine Partners LLC 48,852 55,642 +6,790 +13.90%
Capital Advisors Inc. OK 834,271 950,061 +115,790 +13.88%
Flynn Zito Capital Management LLC 5,356 6,087 +731 +13.65%
Boothe Investment Group Inc. 18,403 20,891 +2,488 +13.52%
Magnolia Capital Advisors LLC 34,017 38,585 +4,568 +13.43%
Range Financial Group LLC 47,303 53,639 +6,336 +13.39%
LaFleur & Godfrey LLC 35,806 40,566 +4,760 +13.29%
Paces Ferry Wealth Advisors LLC 5,748 6,509 +761 +13.24%
Jamison Private Wealth Management Inc. 30,765 34,758 +3,993 +12.98%
Tokio Marine Asset Management Co. Ltd. 93,461 105,435 +11,974 +12.81%
Violich Capital Management Inc. 136,714 154,139 +17,425 +12.75%
Main Street Financial Solutions LLC 38,765 43,692 +4,927 +12.71%
Red Door Wealth Management LLC 79,467 89,402 +9,935 +12.50%
Wedmont Private Capital 17,656 19,862 +2,206 +12.49%
WFA Asset Management Corp 20,373 22,915 +2,542 +12.48%
Gray Wealth Management Inc. 15,358 17,265 +1,907 +12.42%
Kanawha Capital Management LLC 194,538 218,202 +23,664 +12.16%
Raymond James & Associates 14,599,309 16,353,817 +1,754,508 +12.02%
Fortitude Family Office LLC 641 717 +76 +11.86%
Pallas Capital Advisors LLC 7,835 8,751 +916 +11.69%
Aspire Private Capital LLC 5,092 5,687 +595 +11.68%
Hourglass Capital LLC 33,796 37,730 +3,934 +11.64%
Aprio Wealth Management LLC 6,834 7,624 +790 +11.56%
Westchester Capital Management Inc. 6,299 7,024 +725 +11.51%
Stablepoint Partners LLC 114,770 127,963 +13,193 +11.50%
Smith Chas P & Associates PA Cpas 19,858 22,137 +2,279 +11.48%
Haverford Trust Co. 1,311,623 1,459,701 +148,078 +11.29%
Diversified LLC 10,299 11,452 +1,153 +11.20%
Griffin Asset Management Inc. 75,738 84,171 +8,433 +11.13%
Southland Equity Partners LLC 24,200 26,829 +2,629 +10.86%
Apollon Wealth Management LLC 145,184 160,844 +15,660 +10.79%
Apella Capital LLC 12,015 13,309 +1,294 +10.77%
McGlone Suttner Wealth Management Inc. 13,125 14,539 +1,414 +10.77%
Checchi Capital Advisers LLC 25,515 28,255 +2,740 +10.74%
Austin Private Wealth LLC 6,500 7,172 +672 +10.34%
Optas LLC 10,184 11,237 +1,053 +10.34%
Silvant Capital Management LLC 9,687 10,687 +1,000 +10.32%
Fiera Capital Corp 5,445 5,998 +553 +10.16%
Joseph P. Lucia & Associates LLC 26,619 29,277 +2,658 +9.99%
Signet Financial Management LLC 59,320 65,132 +5,812 +9.80%
Hoxton Planning & Management LLC 20,653 22,649 +1,996 +9.66%
Wealthfront Advisers LLC 441,213 483,340 +42,127 +9.55%
N.E.W. Advisory Services LLC 10,037 10,996 +959 +9.55%
Saxon Interests Inc. 14,564 15,934 +1,370 +9.41%
Martin Capital Partners LLC 168,061 183,754 +15,693 +9.34%
Premier Path Wealth Partners LLC 37,194 40,656 +3,462 +9.31%
Wedge Capital Management L L P NC 304,163 332,098 +27,935 +9.18%
CHICAGO TRUST Co NA 46,085 50,270 +4,185 +9.08%
Marion Wealth Management 9,491 10,352 +861 +9.07%
LifePlan Financial LLC 20,356 22,198 +1,842 +9.05%
Mcdonald Partners LLC 60,570 66,022 +5,452 +9.00%
Morton Community Bank 68,441 74,555 +6,114 +8.93%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 8,964 9,764 +800 +8.92%
Guardian Wealth Advisors LLC 5,928 6,454 +526 +8.87%
Carr Financial Group Corp 8,017 8,723 +706 +8.81%
Crew Capital Management Ltd. 5,436 5,914 +478 +8.79%
Weaver Consulting Group 22,357 24,305 +1,948 +8.71%
Albert D Mason Inc. 14,618 15,862 +1,244 +8.51%
First Dallas Securities Inc. 28,081 30,464 +2,383 +8.49%
Mitchell Mcleod Pugh & Williams Inc. 27,747 30,072 +2,325 +8.38%
Wesbanco Bank Inc. 147,402 159,722 +12,320 +8.36%
Strong Tower Advisory Services 52,787 57,110 +4,323 +8.19%
Masso Torrence Wealth Management Inc. 8,886 9,606 +720 +8.10%
Daiwa Securities Group Inc. 466,189 503,739 +37,550 +8.05%
Sutton Place Investors LLC 39,374 42,521 +3,147 +7.99%
MBA Advisors LLC 14,790 15,962 +1,172 +7.92%
Planning Capital Management Corp 95,792 103,347 +7,555 +7.89%
Lincoln National Corp 144,835 156,229 +11,394 +7.87%
Financial Management Professionals Inc. 1,096 1,181 +85 +7.76%
Cornerstone Capital Inc. 305,074 328,628 +23,554 +7.72%
Citizens Business Bank 60,044 64,677 +4,633 +7.72%
JNB Advisors LLC 28,983 31,217 +2,234 +7.71%
First Bank & Trust 102,747 110,571 +7,824 +7.61%
Security National Bank 2,396 2,578 +182 +7.60%
Bill Few Associates Inc. 83,914 90,245 +6,331 +7.54%
CFM Wealth Partners LLC 13,996 15,037 +1,041 +7.44%
Taylor & Morgan Wealth Management LLC 7,941 8,531 +590 +7.43%
BKM Wealth Management LLC 3,458 3,715 +257 +7.43%
Wealth Enhancement Advisory Services LLC 738,960 793,595 +54,635 +7.39%
Benjamin F. Edwards & Company Inc. 948,322 1,018,138 +69,816 +7.36%
Mirador Capital Partners LP 20,764 22,292 +1,528 +7.36%
Hayek Kallen Investment Management 95,407 102,371 +6,964 +7.30%
Chevy Chase Trust Holdings Inc. 4,219,015 4,527,020 +308,005 +7.30%
ERn Financial LLC 7,259 7,787 +528 +7.27%
Charter Trust Co. 149,873 160,755 +10,882 +7.26%
Prentice Wealth Management LLC 11,203 12,015 +812 +7.25%
Waterway Wealth Management LLC 9,454 10,130 +676 +7.15%
Center for Financial Planning Inc. 15,068 16,143 +1,075 +7.13%
Regatta Capital Group LLC 67,667 72,495 +4,828 +7.13%
Mountain Pacific Investment Advisers Inc. ID 7,088 7,588 +500 +7.05%
Crescent Sterling Ltd. 30,476 32,613 +2,137 +7.01%
Delta Financial Group Inc. 82,001 87,748 +5,747 +7.01%
TRUE Private Wealth Advisors 55,673 59,541 +3,868 +6.95%
Heartwood Wealth Advisors LLC 20,511 21,927 +1,416 +6.90%
Claro Advisors LLC 28,794 30,767 +1,973 +6.85%
Heathbridge Capital Management Ltd. 437,800 467,750 +29,950 +6.84%
Alliance Wealth Advisors LLC 16,410 17,519 +1,109 +6.76%
WCM Investment Management LLC 6,650 7,098 +448 +6.74%
First Personal Financial Services 84,494 90,180 +5,686 +6.73%
Crescent Grove Advisors LLC 11,415 12,156 +741 +6.49%
RFG Advisory LLC 87,583 93,214 +5,631 +6.43%
Capital Asset Advisory Services LLC 58,277 61,993 +3,716 +6.38%
Mitchell & Pahl Private Wealth LLC 46,975 49,967 +2,992 +6.37%
OLD National Bancorp IN 300,125 319,056 +18,931 +6.31%
St. Johns Investment Management Company LLC 11,598 12,322 +724 +6.24%
Cottage Street Advisors LLC 63,128 67,068 +3,940 +6.24%
Cornell Pochily Investment Advisors Inc. 51,627 54,840 +3,213 +6.22%
Field & Main Bank 24,033 25,493 +1,460 +6.07%
River Street Advisors LLC 13,490 14,300 +810 +6.00%
Acropolis Investment Management LLC 30,682 32,510 +1,828 +5.96%
Naviter Wealth LLC 41,893 44,379 +2,486 +5.93%
MADDEN SECURITIES Corp 50,400 53,378 +2,978 +5.91%
Bfsg LLC 108,211 114,594 +6,383 +5.90%
Arden Trust Co 47,798 50,540 +2,742 +5.74%
Hamel Associates Inc. 43,980 46,455 +2,475 +5.63%
Butensky & Cohen Financial Security Inc. 97,926 103,430 +5,504 +5.62%
Private Trust Co. NA 81,924 86,509 +4,585 +5.60%
JNBA Financial Advisors 3,571 3,771 +200 +5.60%
Latitude Advisors LLC 14,788 15,606 +818 +5.53%
Wealthcare Advisory Partners LLC 81,863 86,369 +4,506 +5.50%
Powers Advisory Group LLC 11,536 12,168 +632 +5.48%
Cornerstone Wealth Management LLC 30,008 31,650 +1,642 +5.47%
Wealth Alliance Advisory Group LLC 37,290 39,331 +2,041 +5.47%
WoodTrust Financial Corp 6,517 6,867 +350 +5.37%
Alpha Omega Wealth Management LLC 237,832 250,483 +12,651 +5.32%
All Season Financial Advisors Inc. 9,916 10,442 +526 +5.30%
Union Savings Bank 4,099 4,315 +216 +5.27%
Team Hewins LLC 17,114 18,014 +900 +5.26%
Verdence Capital Advisors LLC 122,798 129,222 +6,424 +5.23%
BCS Wealth Management 10,345 10,881 +536 +5.18%
Levin Easterly Partners LLC 360,221 378,435 +18,214 +5.06%
Stonegate Investment Group LLC 111,790 117,423 +5,633 +5.04%
Accel Wealth Management 9,712 10,197 +485 +4.99%
First Pacific Financial 24,767 25,991 +1,224 +4.94%
Rosenberg Matthew Hamilton 6,969 7,313 +344 +4.94%
Naples Global Advisors LLC 9,508 9,972 +464 +4.88%
Sumitomo Mitsui DS Asset Management Company Ltd 667,751 699,820 +32,069 +4.80%
Proffitt & Goodson Inc. 14,318 15,003 +685 +4.78%
Mid American Wealth Advisory Group Inc. 105,105 110,095 +4,990 +4.75%
Strategic Investment Advisors MI 47,149 49,364 +2,215 +4.70%
BI Asset Management Fondsmaeglerselskab A S 1,470,678 1,539,773 +69,095 +4.70%
Silverlake Wealth Management LLC 58,962 61,691 +2,729 +4.63%
Welch & Forbes LLC 710,184 742,590 +32,406 +4.56%
Opinicus Capital Inc. 32,005 33,452 +1,447 +4.52%
Jacobsen Capital Management 7,105 7,425 +320 +4.50%
Harbor Investment Advisory LLC 21,925 22,894 +969 +4.42%
Rockline Wealth Management LLC 45,709 47,685 +1,976 +4.32%
Schulhoff & Co. Inc. 44,015 45,902 +1,887 +4.29%
StoneX Group Inc. 44,723 46,625 +1,902 +4.25%
Global Retirement Partners LLC 93,712 97,660 +3,948 +4.21%
Exchange Traded Concepts LLC 399,544 416,301 +16,757 +4.19%
Acorn Wealth Advisors LLC 9,506 9,897 +391 +4.11%
AdvisorNet Financial Inc 54,867 57,087 +2,220 +4.05%
Onyx Bridge Wealth Group LLC 30,996 32,251 +1,255 +4.05%
Montecito Bank & Trust 33,495 34,838 +1,343 +4.01%
Cooper Financial Group 11,605 12,057 +452 +3.89%
Cohen Investment Advisors LLC 52,303 54,334 +2,031 +3.88%
CORDA Investment Management LLC. 778,665 808,804 +30,139 +3.87%
Sunpointe LLC 12,287 12,755 +468 +3.81%
Meridian Financial Partners LLC 31,360 32,526 +1,166 +3.72%
CWM LLC 1,134,258 1,175,904 +41,646 +3.67%
Roberts Wealth Advisors LLC 106,835 110,729 +3,894 +3.64%
Zullo Investment Group Inc. 52,615 54,503 +1,888 +3.59%
Shepherd Financial Partners LLC 6,621 6,857 +236 +3.56%
Capital Advisors Ltd. LLC 2,741 2,838 +97 +3.54%
Geneos Wealth Management Inc. 158,347 163,915 +5,568 +3.52%
STAR Financial Bank 9,126 9,447 +321 +3.52%
Lodestone Wealth Management LLC 8,027 8,306 +279 +3.48%
Grimes & Company Inc. 247,430 255,942 +8,512 +3.44%
Tower Bridge Advisors 31,617 32,703 +1,086 +3.43%
DAVENPORT & Co LLC 734,900 759,817 +24,917 +3.39%
Joel Isaacson & Co. LLC 41,019 42,392 +1,373 +3.35%
CapWealth Advisors LLC 341,788 353,171 +11,383 +3.33%
Farmers & Merchants Trust Co of Chambersburg PA 4,186 4,323 +137 +3.27%
Fulcrum Capital LLC 27,242 28,133 +891 +3.27%
Arkadios Wealth Advisors 83,524 86,248 +2,724 +3.26%
Hallmark Capital Management Inc. 486,639 502,464 +15,825 +3.25%
Somerset Trust Co 15,002 15,472 +470 +3.13%
Chicago Partners Investment Group LLC 26,453 27,277 +824 +3.11%
Richardson Financial Services Inc. 6,753 6,960 +207 +3.07%
Trust Co. of Vermont 125,177 129,000 +3,823 +3.05%
Spire Wealth Management 74,875 77,119 +2,244 +3.00%
Nicholas Hoffman & Company LLC. 56,006 57,681 +1,675 +2.99%
Bell Bank 176,184 181,433 +5,249 +2.98%
Klingman & Associates LLC 12,747 13,125 +378 +2.97%
Summit Financial LLC 23,696 24,396 +700 +2.95%
Catalyst Financial Partners LLC 17,685 18,207 +522 +2.95%
DHJJ Financial Advisors Ltd. 340 350 +10 +2.94%
Shore Point Advisors LLC 8,176 8,416 +240 +2.94%
Stockman Wealth Management Inc. 143,828 148,048 +4,220 +2.93%
AM Investment Strategies LLC 29,931 30,789 +858 +2.87%
Hunter Associates Investment Management LLC 10,807 11,115 +308 +2.85%
Smallwood Wealth Investment Management LLC 5,599 5,758 +159 +2.84%
Next Level Private LLC 15,170 15,598 +428 +2.82%
Nichols & Pratt Advisers LLP MA 703,923 723,547 +19,624 +2.79%
Chapin Davis Inc. 31,365 32,237 +872 +2.78%
Janney Capital Management LLC 316,956 325,773 +8,817 +2.78%
Hexagon Capital Partners LLC 33,211 34,134 +923 +2.78%
Capital Investment Advisors LLC 600,111 616,704 +16,593 +2.76%
Trueblood Wealth Management LLC 17,182 17,656 +474 +2.76%
Planned Solutions Inc. 7,277 7,477 +200 +2.75%
Jag Capital Management LLC 7,409 7,609 +200 +2.70%
MCF Advisors LLC 12,293 12,625 +332 +2.70%
Woodward Diversified Capital LLC 45,494 46,716 +1,222 +2.69%
Webster Bank N. A. 53,833 55,259 +1,426 +2.65%
Argent Advisors Inc. 91,640 94,071 +2,431 +2.65%
Busey Wealth Management 59,513 61,083 +1,570 +2.64%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 37,695 38,684 +989 +2.62%
Veriti Management LLC 107,875 110,651 +2,776 +2.57%
Patrick M Sweeney & Associates Inc. 8,391 8,607 +216 +2.57%
Fjarde AP Fonden Fourth Swedish National Pension Fund 1,305,809 1,339,082 +33,273 +2.55%
International Assets Investment Management LLC 105,433 108,117 +2,684 +2.55%
Raymond James Financial Services Advisors Inc. 6,475,239 6,639,530 +164,291 +2.54%
Baron Silver Stevens Financial Advisors LLC 5,633 5,773 +140 +2.49%
Sandbox Financial Partners LLC 15,037 15,409 +372 +2.47%
Unison Advisors LLC 58,875 60,308 +1,433 +2.43%
Penbrook Management LLC 29,471 30,171 +700 +2.38%
Armstrong Fleming & Moore Inc 23,646 24,209 +563 +2.38%
Meyer Handelman Co. 898,486 919,618 +21,132 +2.35%
Peoples Bank OH 6,388 6,538 +150 +2.35%
First Command Advisory Services Inc. 22,411 22,938 +527 +2.35%
Cabot Wealth Management Inc. 204,627 209,182 +4,555 +2.23%
Schwarz Dygos Wheeler Investment Advisors LLC 27,716 28,326 +610 +2.20%
Carolina Wealth Advisors LLC 6,976 7,128 +152 +2.18%
Walker Asset Management LLC 12,896 13,168 +272 +2.11%
Rede Wealth LLC 17,523 17,887 +364 +2.08%
Evolution Advisers Inc. 145 148 +3 +2.07%
First National Bank 17,618 17,979 +361 +2.05%
Edmp Inc. 42,272 43,125 +853 +2.02%
Rowland & Co. Investment Counsel ADV 178,925 182,525 +3,600 +2.01%
Whittier Trust Co. of Nevada Inc. 147,484 150,427 +2,943 +2.00%
Marshall Financial Group LLC 73,185 74,609 +1,424 +1.95%
Fulton Bank N.A. 172,574 175,914 +3,340 +1.94%
Sweet Financial Partners LLC 12,192 12,429 +237 +1.94%
Bridge Creek Capital Management LLC 82,846 84,411 +1,565 +1.89%
Perennial Advisors LLC 105,940 107,939 +1,999 +1.89%
Mayfair Advisory Group LLC 7,765 7,912 +147 +1.89%
West Oak Capital LLC 15,720 16,015 +295 +1.88%
South Dakota Investment Council 333,208 339,408 +6,200 +1.86%
Portside Wealth Group LLC 73,684 75,051 +1,367 +1.86%
Lewis Asset Management LLC 20,148 20,521 +373 +1.85%
Emerald Advisors LLC 18,278 18,614 +336 +1.84%
Avaii Wealth Management LLC 6,631 6,753 +122 +1.84%
Sloy Dahl & Holst LLC 20,593 20,968 +375 +1.82%
S.A. Mason LLC 6,729 6,851 +122 +1.81%
Astoria Portfolio Advisors LLC. 7,264 7,395 +131 +1.80%
ST Germain D J Co. Inc. 355,881 362,266 +6,385 +1.79%
Xcel Wealth Management LLC 178,564 181,687 +3,123 +1.75%
Atlas Brown Inc. 32,524 33,084 +560 +1.72%
Childress Capital Advisors LLC 8,669 8,816 +147 +1.70%
Caldwell Sutter Capital Inc. 23,042 23,432 +390 +1.69%
Stonehearth Capital Management LLC 12,419 12,627 +208 +1.67%
McLean Asset Management Corp 6,868 6,983 +115 +1.67%
Ferguson Wellman Capital Management Inc. 386,590 393,010 +6,420 +1.66%
Mckinley Capital Management LLC Delaware 13,833 14,061 +228 +1.65%
Creative Financial Designs Inc. ADV 33,631 34,177 +546 +1.62%
Arvest Investments Inc. 618 628 +10 +1.62%
Burkett Financial Services LLC 2,018 2,050 +32 +1.59%
Strategic Blueprint LLC 37,285 37,874 +589 +1.58%
Kovack Advisors Inc. 57,617 58,509 +892 +1.55%
Mechanics Bank Trust Department 32,153 32,647 +494 +1.54%
Mechanics Financial Corp 23,533 23,893 +360 +1.53%
Schnieders Capital Management LLC 27,505 27,923 +418 +1.52%
Valicenti Advisory Services Inc. 242,791 246,382 +3,591 +1.48%
F&V Capital Management LLC 216,811 220,026 +3,215 +1.48%
Tobam 537,953 545,873 +7,920 +1.47%
MKT Advisors LLC 13,378 13,574 +196 +1.47%
Sivia Capital Partners LLC 7,162 7,266 +104 +1.45%
Leavell Investment Management Inc. 38,544 39,100 +556 +1.44%
Eaton Financial Holdings Company LLC 15,797 16,025 +228 +1.44%
HighMark Wealth Management LLC 70 71 +1 +1.43%
Regent Peak Wealth Advisors LLC 7,601 7,710 +109 +1.43%
Total Clarity Wealth Management Inc. 54,824 55,602 +778 +1.42%
Western Financial Corp CA 16,564 16,798 +234 +1.41%
Avion Wealth 506 513 +7 +1.38%
Vantage Financial Partners LLC 12,784 12,961 +177 +1.38%
Mendota Financial Group LLC 145 147 +2 +1.38%
Empower Advisory Group LLC 2,782,062 2,820,408 +38,346 +1.38%
Principal Financial Group Inc. 4,826,356 4,892,420 +66,064 +1.37%
Lwmg LLC 9,547 9,678 +131 +1.37%
Mission Wealth Management LP 30,125 30,531 +406 +1.35%
Cutler Investment Counsel LLC 260,998 264,486 +3,488 +1.34%
Probity Advisors Inc. 27,105 27,467 +362 +1.34%
ETF Store Inc. 7,259 7,356 +97 +1.34%
Redwood Financial Network Corp 5,400 5,472 +72 +1.33%
J.W. Cole Advisors Inc. 259,963 263,357 +3,394 +1.31%
Cairn Investment Group Inc. 41,689 42,235 +546 +1.31%
GPS Wealth Strategies Group LLC 70,212 71,125 +913 +1.30%
Fairman Group LLC 307 311 +4 +1.30%
Sage Capital Advisors llc 127,052 128,691 +1,639 +1.29%
Country Trust Bank 1,951 1,976 +25 +1.28%
Pacifica Partners Inc. 5,800 5,874 +74 +1.28%
Clarity Financial LLC 57,120 57,840 +720 +1.26%
Daymark Wealth Partners LLC 248,107 251,228 +3,121 +1.26%
Harrington Investments INC 40,113 40,614 +501 +1.25%
Teamwork Financial Advisors LLC 26,403 26,732 +329 +1.25%
Cypress Wealth Services LLC 19,127 19,366 +239 +1.25%
Lantz Financial LLC 15,015 15,199 +184 +1.23%
Cullen Investment Group LTD. 157,044 158,953 +1,909 +1.22%
Finer Wealth Management Inc. 54,737 55,407 +670 +1.22%
Raymond James Trust N.A. 471,832 477,557 +5,725 +1.21%
Patten Group Inc. 19,089 19,315 +226 +1.18%
Benedict Financial Advisors Inc. 168,367 170,308 +1,941 +1.15%
AMF Pensionsforsakring AB 1,970,304 1,992,753 +22,449 +1.14%
Welch Group LLC 1,037,218 1,048,902 +11,684 +1.13%
SOL Capital Management CO 9,104 9,204 +100 +1.10%
Tilson Financial Group Inc. 6,040 6,105 +65 +1.08%
Relyea Zuckerberg Hanson LLC 8,016 8,102 +86 +1.07%
Virginia Wealth Management Group Inc. 41,597 42,041 +444 +1.07%
Coastal Investment Advisors Inc. 66,551 67,241 +690 +1.04%
Naples Money Management LLC 7,324 7,400 +76 +1.04%
Selective Wealth Management Inc. 9,511 9,605 +94 +0.99%
Derbend Asset Management 13,957 14,095 +138 +0.99%
Uncommon Cents Investing LLC 42,191 42,606 +415 +0.98%
Diamant Asset Management Inc. 28,434 28,709 +275 +0.97%
EWG Elevate Inc. 5,469 5,522 +53 +0.97%
Lindbrook Capital LLC 29,528 29,807 +279 +0.94%
Brown Miller Wealth Management LLC 20,962 21,158 +196 +0.94%
Dominguez Wealth Management Solutions Inc. 13,249 13,373 +124 +0.94%
Insight Inv LLC 21,403 21,603 +200 +0.93%
Compass Ion Advisors LLC 17,069 17,218 +149 +0.87%
BEAM Asset Management LLC 8,259 8,331 +72 +0.87%
Equitable Trust Co. 43,410 43,782 +372 +0.86%
Means Investment CO. Inc. 18,744 18,896 +152 +0.81%
State of New Jersey Common Pension Fund D 2,384,159 2,403,537 +19,378 +0.81%
Strategic Planning Group LLC 18,538 18,686 +148 +0.80%
Maryland State Retirement & Pension System 327,640 330,240 +2,600 +0.79%
Valley Brook Capital Group 27,078 27,291 +213 +0.79%
Financial Freedom LLC 783 789 +6 +0.77%
Total Investment Management Inc. 6,292 6,338 +46 +0.73%
Exchange Capital Management Inc. 7,704 7,759 +55 +0.71%
Altus Wealth Group LLC 8,847 8,910 +63 +0.71%
Security Financial Services INC. 7,166 7,216 +50 +0.70%
Murphy Pohlad Asset Management LLC 10,706 10,780 +74 +0.69%
Proequities Inc. 84,239 84,808 +569 +0.68%
Secure Asset Management LLC 19,446 19,578 +132 +0.68%
Pinnacle Wealth Management Group Inc. 34,126 34,357 +231 +0.68%
Financial Partners Group LLC 32,251 32,468 +217 +0.67%
Terril Brothers Inc. 581,339 585,178 +3,839 +0.66%
Kornitzer Capital Management Inc. KS 916,955 923,042 +6,087 +0.66%
LGT Financial Advisors LLC 4,678 4,709 +31 +0.66%
Ipswich Investment Management Co. Inc. 15,423 15,523 +100 +0.65%
Five Oceans Advisors 8,779 8,836 +57 +0.65%
IFG Advisors LLC 6,943 6,987 +44 +0.63%
Wright Investors Service Inc. 62,469 62,851 +382 +0.61%
Wellington Shields & Co. LLC 38,394 38,623 +229 +0.60%
Pekin Hardy Strauss Inc. 39,632 39,861 +229 +0.58%
Midwest Financial Group LLC 19,447 19,557 +110 +0.57%
First Horizon Advisors Inc. 814,388 818,909 +4,521 +0.56%
Financial Advocates Investment Management 155,452 156,280 +828 +0.53%
Sumitomo Mitsui Trust Holdings Inc. 10,892,230 10,948,472 +56,242 +0.52%
Wells Trecaso Financial Group LLC 11,819 11,880 +61 +0.52%
Forza Wealth Management LLC 29,060 29,210 +150 +0.52%
Foundation Resource Management Inc. 636,709 639,956 +3,247 +0.51%
Private Advisor Group LLC 942,481 947,134 +4,653 +0.49%
Magnus Financial Group LLC 7,200 7,235 +35 +0.49%
Stephenson National Bank & Trust 17,137 17,220 +83 +0.48%
Aurum Wealth Management Group LLC 28,813 28,952 +139 +0.48%
W Advisors LLC 14,872 14,944 +72 +0.48%
Everett Harris & Co. CA 569,274 571,944 +2,670 +0.47%
JB Capital LLC 96,364 96,813 +449 +0.47%
Comprehensive Financial Consultants Institutional Inc. 83,825 84,213 +388 +0.46%
Signature Wealth Management Partners LLC 16,575 16,649 +74 +0.45%
Czech National Bank 736,457 739,746 +3,289 +0.45%
Gulf International Bank UK Ltd 350,583 352,117 +1,534 +0.44%
Oliver Luxxe Assets LLC 5,731 5,756 +25 +0.44%
Hudock Inc. 46,283 46,473 +190 +0.41%
WASHINGTON TRUST Co 219,164 220,041 +877 +0.40%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 26,985 27,093 +108 +0.40%
CVA Family Office LLC 10,305 10,346 +41 +0.40%
Brown Advisory Inc. 290,897 292,029 +1,132 +0.39%
North Star Investment Management Corp. 28,879 28,984 +105 +0.36%
Steele Capital Management Inc. 6,900 6,925 +25 +0.36%
Carson Advisory Inc. 23,193 23,277 +84 +0.36%
Lakeridge Wealth Management LLC 8,176 8,205 +29 +0.35%
State of Alaska Department of Revenue 626,412 628,522 +2,110 +0.34%
Advance Capital Management Inc. 17,874 17,934 +60 +0.34%
Vanguard Capital Wealth Advisors 13,469 13,515 +46 +0.34%
Whittier Trust Co. 215,206 215,881 +675 +0.31%
Fragasso Group Inc. 102,986 103,289 +303 +0.29%
Chesley Taft & Associates LLC 35,891 35,985 +94 +0.26%
First National Bank of Mount Dora Trust Investment Services 177,811 178,277 +466 +0.26%
Centerpoint Advisors LLC 4,676 4,688 +12 +0.26%
Horrell Capital Management Inc. 3,139 3,147 +8 +0.25%
McElhenny Sheffield Capital Management LLC 6,306 6,322 +16 +0.25%
Sterling Investment Counsel LLC 8,912 8,934 +22 +0.25%
Lynch & Associates IN 31,560 31,635 +75 +0.24%
Verum Partners LLC 15,142 15,178 +36 +0.24%
Shulman DeMeo Asset Management LLC 23,946 24,002 +56 +0.23%
Goelzer Investment Management Inc. 190,874 191,303 +429 +0.22%
Meritage Portfolio Management 7,617 7,633 +16 +0.21%
Miracle Mile Advisors LLC 56,051 56,167 +116 +0.21%
Kestra Private Wealth Services LLC 286,867 287,465 +598 +0.21%
Enterprise Bank & Trust Co 9,628 9,648 +20 +0.21%
WealthBridge Investment Counsel Inc. 131,125 131,400 +275 +0.21%
New England Capital Financial Advisors LLC 2,876 2,882 +6 +0.21%
Csenge Advisory Group 59,380 59,499 +119 +0.20%
Hurlow Wealth Management Group Inc. 6,433 6,446 +13 +0.20%
Altfest L J & Co. Inc. 21,184 21,224 +40 +0.19%
Conning Inc. 41,509 41,586 +77 +0.19%
Willis Investment Counsel 674,640 675,914 +1,274 +0.19%
Harbor Group Inc. 8,058 8,073 +15 +0.19%
NorthCrest Asset Manangement LLC 787,358 788,790 +1,432 +0.18%
Advanced Asset Management Advisors Inc 173,270 173,556 +286 +0.17%
Accurate Wealth Management LLC 33,717 33,775 +58 +0.17%
Brave Asset Management Inc. 22,319 22,355 +36 +0.16%
Janney Montgomery Scott LLC 2,056,011 2,059,214 +3,203 +0.16%
Tradewinds Capital Management LLC 1,860 1,863 +3 +0.16%
FinTrust Capital Advisors LLC 38,512 38,575 +63 +0.16%
Soltis Investment Advisors LLC 189,653 189,959 +306 +0.16%
Cresta Advisors Ltd. 12,013 12,032 +19 +0.16%
Keb Asset Management LLC 5,543 5,550 +7 +0.13%
Eagle Ridge Investment Management 640,872 641,656 +784 +0.12%
DORCHESTER WEALTH MANAGEMENT Co 44,418 44,466 +48 +0.11%
Community Bank & Trust Waco Texas 76,754 76,840 +86 +0.11%
Symphony Financial Ltd. Co. 184,604 184,814 +210 +0.11%
Murphy Middleton Hinkle & Parker Inc. 25,457 25,483 +26 +0.10%
Newton One Investments LLC 977 978 +1 +0.10%
Alta Wealth Advisors LLC 5,769 5,774 +5 +0.09%
Manchester Financial Inc. 35,810 35,839 +29 +0.08%
Retirement Systems of Alabama 2,378,145 2,379,541 +1,396 +0.06%
Commonwealth Equity Services LLC 4,615,485 4,617,591 +2,106 +0.05%
Boyd Watterson Asset Management LLC OH 8,112 8,116 +4 +0.05%
Palisade Asset Management LLC 90,153 90,200 +47 +0.05%
Donald L. Hagan LLC 7,506 7,510 +4 +0.05%
Almanack Investment Partners LLC. 936,936 937,450 +514 +0.05%
AHL Investment Management Inc. 40,825 40,845 +20 +0.05%
LifeSteps Financial Inc. 7,441 7,444 +3 +0.04%
Charter Oak Capital Management LLC 8,896 8,900 +4 +0.04%
Pinnacle Wealth Management Advisory Group LLC 58,867 58,884 +17 +0.03%
Wolff Financial Management LLC 25,104 25,111 +7 +0.03%
Financial Advisors LLC 17,017 17,020 +3 +0.02%
Tower Wealth Partners Inc. 9,590 9,592 +2 +0.02%
State of Michigan Retirement System 8,214,150 8,215,050 +900 +0.01%
Ridgewood Investments LLC 26,738 26,742 +4 +0.01%
Purus Wealth Management LLC 13,686 13,688 +2 +0.01%
13F Filers Reporting New Positions In VZ
Dougherty Wealth Advisers LLC 0 0 UNCH 100%
Jennison Associates LLC 0 744,811 +744,811 +100%
MJP Associates Inc. ADV 0 8,581 +8,581 +100%
BNP Paribas 0 416 +416 +100%
Groesbeck Investment Management Corp NJ 0 9,040 +9,040 +100%
American National Bank & Trust Co. VA 0 10,666 +10,666 +100%
Hartline Investment Corp 0 38,684 +38,684 +100%
Pioneer Trust Bank N A OR 0 5,255 +5,255 +100%
Schaper Benz & Wise Investment Counsel Inc. WI 0 5,651 +5,651 +100%
Cushing Asset Management LP 0 35,000 +35,000 +100%
Morris Financial Concepts Inc. 0 4,858 +4,858 +100%
Northwest Investment Counselors LLC 0 2,685 +2,685 +100%
Mesirow Financial Investment Management Inc. 0 67,893 +67,893 +100%
Northwest Bancshares Inc. 0 4,810 +4,810 +100%
Retirement Planning Group 0 23,717 +23,717 +100%
Community Financial Services Group LLC 0 12,747 +12,747 +100%
Callan Capital LLC 0 5,403 +5,403 +100%
Saxony Capital Management LLC 0 5,480 +5,480 +100%
Mendel Money Management 0 10,516 +10,516 +100%
Del Sette Capital Management LLC 0 39,337 +39,337 +100%
BTC Capital Management Inc. 0 47,598 +47,598 +100%
Foresight Capital Management Advisors Inc. 0 17,956 +17,956 +100%
Sendero Wealth Management LLC 0 5,226 +5,226 +100%
LA Financiere DE L Echiquier 0 6,467 +6,467 +100%
SpiderRock Advisors LLC 0 121,320 +121,320 +100%
Elwood & Goetz Wealth Advisory Group LLC 0 5,034 +5,034 +100%
Benchmark Financial Wealth Advisors LLC 0 5,349 +5,349 +100%
Oxinas Partners Wealth Management LLC 0 4,828 +4,828 +100%
New World Advisors LLC 0 4,938 +4,938 +100%
Liberty Wealth Management LLC 0 9,694 +9,694 +100%
Sage Rhino Capital LLC 0 5,547 +5,547 +100%
MBE Wealth Management LLC 0 4,913 +4,913 +100%
Private Capital Management LLC 0 5,165 +5,165 +100%
KFA Private Wealth Group LLC 0 5,975 +5,975 +100%
Briaud Financial Planning Inc 0 1,887 +1,887 +100%
Powell Investment Advisors LLC 0 4,896 +4,896 +100%
Moser Wealth Advisors LLC 0 72 +72 +100%
Sunflower Bank N.A. 0 5,765 +5,765 +100%
Wealth Advisory Solutions LLC 0 7,229 +7,229 +100%
Falcon Wealth Planning 0 5,020 +5,020 +100%
Foster Group Inc. 0 6,355 +6,355 +100%
Stableford Capital II LLC 0 4,786 +4,786 +100%
Phoenix Wealth Advisors 0 38,804 +38,804 +100%
Cary Street Partners Asset Management LLC 0 6,433 +6,433 +100%
Palumbo Wealth Management LLC 0 4,999 +4,999 +100%
Willis Johnson & Associates Inc. 0 5,082 +5,082 +100%
Fermata Advisors LLC 0 5,129 +5,129 +100%
Applied Capital LLC 0 4,851 +4,851 +100%
Zenyatta Capital Management LP 0 100,000 +100,000 +100%
Mason & Associates LLC 0 17,956 +17,956 +100%
Fifth Third Wealth Advisors LLC 0 8,057 +8,057 +100%
Carmel Capital Partners LLC 0 5,330 +5,330 +100%
Integral Investment Advisors Inc. 0 12,808 +12,808 +100%
Lockerman Financial Group Inc. 0 5,922 +5,922 +100%
China Universal Asset Management Co. Ltd. 0 8,441 +8,441 +100%
Graham Capital Wealth Management LLC 0 98,000 +98,000 +100%
Kathleen S. Wright Associates Inc. 0 356 +356 +100%
Ameliora Wealth Management Ltd. 0 2,000 +2,000 +100%
Chemistry Wealth Management LLC 0 6,519 +6,519 +100%
First International Bank & Trust 0 5,779 +5,779 +100%
626 Financial LLC 0 4,913 +4,913 +100%
Capasso Planning Partners LLC 0 5,648 +5,648 +100%
Lakeside Advisors INC. 0 4,909 +4,909 +100%
Clay Northam Wealth Management LLC 0 5,302 +5,302 +100%
Lansing Street Advisors 0 6,004 +6,004 +100%
DecisionPoint Financial LLC 0 200 +200 +100%
Plan Group Financial LLC 0 12,336 +12,336 +100%
Johnson & White Wealth Management LLC 0 5,030 +5,030 +100%
Register Financial Advisors LLC 0 6,412 +6,412 +100%
Allegiance Financial Group Advisory Services LLC 0 10,075 +10,075 +100%
TFB Advisors LLC 0 14,374 +14,374 +100%
St. Louis Financial Planners Asset Management LLC 0 47,032 +47,032 +100%
Yoder Wealth Management Inc. 0 5,095 +5,095 +100%
Christopher J. Hasenberg Inc 0 86 +86 +100%
Dixon Mitchell Investment Counsel Inc. 0 575 +575 +100%
Fonville Wealth Management LLC 0 4,811 +4,811 +100%
Signal Advisors Wealth LLC 0 8,592 +8,592 +100%
Focus Financial Network Inc. 0 21,461 +21,461 +100%
nVerses Capital LLC 0 600 +600 +100%
Triad Wealth Partners LLC 0 5,417 +5,417 +100%
Accordant Advisory Group Inc 0 11,624 +11,624 +100%
Executive Wealth Group LLC 0 9,381 +9,381 +100%
DLK Investment Management LLC 0 5,079 +5,079 +100%
Catalina Capital Group LLC 0 12,189 +12,189 +100%
Emprise Bank 0 8,585 +8,585 +100%
Lane & Associates LLC 0 6,521 +6,521 +100%
Central Pacific Bank Trust Division 0 43,440 +43,440 +100%
Diversify Advisory Services LLC 0 165,871 +165,871 +100%
Mediolanum International Funds Ltd 0 65,931 +65,931 +100%
13F Filers With Unchanged Share Count
Cincinnati Financial Corp 486,700 486,700 UNCH 0.00%
Mount Vernon Associates Inc. MD 20,061 20,061 UNCH 0.00%
CALIFORNIA FIRST LEASING Corp 173,750 173,750 UNCH 0.00%
Wasatch Advisors Inc. 102,150 102,150 UNCH 0.00%
First National Corp MA ADV 10,988 10,988 UNCH 0.00%
Toth Financial Advisory Corp 110 110 UNCH 0.00%
Cadinha & Co. LLC 8,815 8,815 UNCH 0.00%
Guyasuta Investment Advisors Inc. 48,622 48,622 UNCH 0.00%
Moody Lynn & Lieberson LLC 7,845 7,845 UNCH 0.00%
Osborne Partners Capital Management LLC 8,347 8,347 UNCH 0.00%
Woodstock Corp 53,078 53,078 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 1,813,356 1,813,356 UNCH 0.00%
Vaughan Nelson Investment Management L.P. 48,370 48,370 UNCH 0.00%
Members Capital Advisors Inc. 3,061 3,061 UNCH 0.00%
Abner Herrman & Brock LLC 5,574 5,574 UNCH 0.00%
Spirit of America Management Corp NY 36,040 36,040 UNCH 0.00%
Bonness Enterprises Inc. 49,431 49,431 UNCH 0.00%
Mogy Joel R Investment Counsel Inc. 7,903 7,903 UNCH 0.00%
Bourne Lent Asset Management Inc. 6,141 6,141 UNCH 0.00%
Prentiss Smith & Co. Inc. 6,999 6,999 UNCH 0.00%
Sonata Capital Group Inc. 8,339 8,339 UNCH 0.00%
Thompson Investment Management Inc. 1,582 1,582 UNCH 0.00%
Cincinnati Insurance Co. 405,301 405,301 UNCH 0.00%
Cincinnati Indemnity Co. 34,300 34,300 UNCH 0.00%
Winslow Asset Management Inc. 5,927 5,927 UNCH 0.00%
Covenant Partners LLC 14,647 14,647 UNCH 0.00%
Boit C F David 13,197 13,197 UNCH 0.00%
America First Investment Advisors LLC 253 253 UNCH 0.00%
Canal Insurance CO 68,000 68,000 UNCH 0.00%
Hartford Financial Management Inc. 34,634 34,634 UNCH 0.00%
Contravisory Investment Management Inc. 87 87 UNCH 0.00%
Adams Asset Advisors LLC 312,966 312,966 UNCH 0.00%
Reik & CO. LLC 11,463 11,463 UNCH 0.00%
Mathes Company Inc. 40,950 40,950 UNCH 0.00%
Cincinnati Specialty Underwriters Insurance CO 30,000 30,000 UNCH 0.00%
Cohen Klingenstein LLC 90,641 90,641 UNCH 0.00%
Nexus Investment Management ULC 45,900 45,900 UNCH 0.00%
Supplemental Annuity Collective Trust of NJ 30,000 30,000 UNCH 0.00%
NJ State Employees Deferred Compensation Plan 65,000 65,000 UNCH 0.00%
Bright Rock Capital Management LLC 170,000 170,000 UNCH 0.00%
Rocky Mountain Advisers LLC 3,963 3,963 UNCH 0.00%
Perkins Coie Trust Co 1,746 1,746 UNCH 0.00%
Kessler Investment Group LLC 4 4 UNCH 0.00%
Alta Advisers Ltd 11,200 11,200 UNCH 0.00%
Ramsay Stattman Vela & Price Inc. 8,512 8,512 UNCH 0.00%
Catalyst Capital Advisors LLC 4,561 4,561 UNCH 0.00%
Hoertkorn Richard Charles 98 98 UNCH 0.00%
R.H. Dinel Investment Counsel Inc. 18,193 18,193 UNCH 0.00%
Cranbrook Wealth Management LLC 600 600 UNCH 0.00%
Bellecapital International Ltd. 32,582 32,582 UNCH 0.00%
CKW Financial Group 4,363 4,363 UNCH 0.00%
Richardson Capital Management LLC 52 52 UNCH 0.00%
Bray Capital Advisors 9,739 9,739 UNCH 0.00%
Roble Belko & Company Inc 25 25 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 4,600 4,600 UNCH 0.00%
Cable Hill Partners LLC 10,716 10,716 UNCH 0.00%
Tower View Investment Management & Research LLC 204 204 UNCH 0.00%
Northwest Capital Management Inc 1,874 1,874 UNCH 0.00%
Luken Investment Analytics LLC 1,414 1,414 UNCH 0.00%
Solstein Capital LLC 152 152 UNCH 0.00%
Essex Savings Bank 13,863 13,863 UNCH 0.00%
Reitz Capital Advisors LLC 6,545 6,545 UNCH 0.00%
Insight Financial Services 323 323 UNCH 0.00%
Wesleyan Assurance Society 332,483 332,483 UNCH 0.00%
Your Advocates Ltd. LLP 26 26 UNCH 0.00%
Oldfather Financial Services LLC 10,775 10,775 UNCH 0.00%
Legend Financial Advisors Inc. 180 180 UNCH 0.00%
HBW Advisory Services LLC 72,166 72,166 UNCH 0.00%
Cedar Mountain Advisors LLC 128 128 UNCH 0.00%
General Partner Inc. 100 100 UNCH 0.00%
Key Financial Inc 28,469 28,469 UNCH 0.00%
Lion Street Advisors LLC 7,488 7,488 UNCH 0.00%
Investment Research & Advisory Group Inc. 100 100 UNCH 0.00%
TI Trust Inc. 12,626 12,626 UNCH 0.00%
Game Plan Financial Advisors LLC 5 5 UNCH 0.00%
Sowa Financial Group Inc. 10,776 10,776 UNCH 0.00%
Hoese & Co LLP 600 600 UNCH 0.00%
TriaGen Wealth Management LLC 10,104 10,104 UNCH 0.00%
Ironwood Wealth Management Inc. 1,501 1,501 UNCH 0.00%
Emfo LLC 46,126 46,126 UNCH 0.00%
Bradley & Co. Private Wealth Management LLC 200 200 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 1,425 1,425 UNCH 0.00%
Maryland Capital Advisors Inc. 113 113 UNCH 0.00%
Redmont Wealth Advisors LLC 9,256 9,256 UNCH 0.00%
Red Tortoise LLC 247 247 UNCH 0.00%
Global Wealth Strategies & Associates 81 81 UNCH 0.00%
Armstrong Advisory Group Inc. 37,300 37,300 UNCH 0.00%
Pacific Sage Partners LLC 10,306 10,306 UNCH 0.00%
Signature Resources Capital Management LLC 3,020 3,020 UNCH 0.00%
Creative Capital Management Investments LLC 500 500 UNCH 0.00%
Stephens Consulting LLC 1,371 1,371 UNCH 0.00%
Lam Group Inc. 525 525 UNCH 0.00%
Trifecta Capital Advisors LLC 51 51 UNCH 0.00%
HTG Investment Advisors Inc. 5,459 5,459 UNCH 0.00%
Tanglewood Legacy Advisors LLC 1,000 1,000 UNCH 0.00%
Compass Wealth Management LLC 695 695 UNCH 0.00%
Massachusetts Wealth Management 20,374 20,374 UNCH 0.00%
Cherry Tree Wealth Management LLC 708 708 UNCH 0.00%
CGC Financial Services LLC 685 685 UNCH 0.00%
Keener Financial Planning LLC 126 126 UNCH 0.00%
MontVue Capital Management Inc. 6,920 6,920 UNCH 0.00%
Evergreen Private Wealth LLC 100 100 UNCH 0.00%
Sachetta LLC 9,093 9,093 UNCH 0.00%
Partnership Wealth Management LLC 7,442 7,442 UNCH 0.00%
Sprinkle Financial Consultants LLC 11,900 11,900 UNCH 0.00%
Transcendent Capital Group LLC 3,091 3,091 UNCH 0.00%
Cove Private Wealth LLC 7,861 7,861 UNCH 0.00%
American Capital Advisory LLC 407 407 UNCH 0.00%
13F Filers Decreasing VZ Share Count
Peregrine Asset Advisers Inc. 160,333 9,413 -150,920 -94.13%
Venturi Wealth Management LLC 32,559 3,050 -29,509 -90.63%
McClarren Financial Advisors Inc. 1,121 126 -995 -88.76%
Gradient Investments LLC 29,517 3,761 -25,756 -87.26%
Atwood & Palmer Inc. 2,287 362 -1,925 -84.17%
LVM Capital Management Ltd. MI 64,458 10,558 -53,900 -83.62%
Arlington Trust Co LLC 161 30 -131 -81.37%
Mayflower Financial Advisors LLC 146,045 30,045 -116,000 -79.43%
FDx Advisors Inc. 55,460 11,497 -43,963 -79.27%
Gateway Investment Advisers LLC 1,043,592 245,428 -798,164 -76.48%
PFG Private Wealth Management LLC 368 93 -275 -74.73%
Stratos Wealth Advisors LLC 115,482 32,731 -82,751 -71.66%
Grove Bank & Trust 36,203 10,328 -25,875 -71.47%
Assenagon Asset Management S.A. 680,776 210,908 -469,868 -69.02%
Advisor Resource Council 21,617 6,761 -14,856 -68.72%
Congress Wealth Management LLC DE 33,766 11,072 -22,694 -67.21%
Capstone Investment Advisors LLC 257,923 91,549 -166,374 -64.51%
Diversified Trust Co 50,559 18,919 -31,640 -62.58%
Rise Advisors LLC 7,278 2,958 -4,320 -59.36%
Morton Brown Family Wealth LLC 863 375 -488 -56.55%
Kesler Norman & Wride LLC 28,279 12,457 -15,822 -55.95%
Western Wealth Management LLC 121,406 54,813 -66,593 -54.85%
Cullinan Associates Inc. 18,700 8,500 -10,200 -54.55%
Lauer Wealth LLC 22,690 10,404 -12,286 -54.15%
Fundamentun LLC 13,521 6,329 -7,192 -53.19%
Everpar Advisors LLC 26,860 12,824 -14,036 -52.26%
Counterweight Ventures LLC 32,346 15,598 -16,748 -51.78%
Apexium Financial LP 24,675 11,983 -12,692 -51.44%
Triumph Capital Management 17,567 8,543 -9,024 -51.37%
Horizon Bancorp Inc. IN 1,293 636 -657 -50.81%
Narwhal Capital Management 8,968 4,770 -4,198 -46.81%
Mitchell Sinkler & Starr PA 48,134 25,621 -22,513 -46.77%
Rational Advisors LLC 4,561 2,456 -2,105 -46.15%
Central Bank & Trust Co. 3,648 2,022 -1,626 -44.57%
Mezzasalma Advisors LLC 14,227 7,888 -6,339 -44.56%
Livforsakringsbolaget Skandia Omsesidigt 172,302 96,102 -76,200 -44.22%
James J. Burns & Company LLC 17,934 10,029 -7,905 -44.08%
Asahi Life Asset Management CO. LTD. 19,608 11,028 -8,580 -43.76%
Yacktman Asset Management LP 150,000 85,000 -65,000 -43.33%
HB Wealth Management LLC 205,929 116,911 -89,018 -43.23%
Hussman Strategic Advisors Inc. 147,000 84,000 -63,000 -42.86%
Eagle Strategies LLC 30,128 17,341 -12,787 -42.44%
Impax Asset Management Group plc 229,298 133,069 -96,229 -41.97%
SJS Investment Consulting Inc. 3,005 1,750 -1,255 -41.76%
Covenant Asset Management LLC 14,990 8,804 -6,186 -41.27%
Oregon Public Employees Retirement Fund 590,280 359,430 -230,850 -39.11%
Allspring Global Investments Holdings LLC 2,585,102 1,579,023 -1,006,079 -38.92%
GoalVest Advisory LLC 1,130 693 -437 -38.67%
Simplex Trading LLC 168,326 104,591 -63,735 -37.86%
M&R Capital Management Inc. 5,491 3,416 -2,075 -37.79%
Calton & Associates Inc. 15,186 9,523 -5,663 -37.29%
Clarity Capital Partners LLC 7,867 5,025 -2,842 -36.13%
HTLF Bank 20,651 13,511 -7,140 -34.57%
Westside Investment Management Inc. 984 650 -334 -33.94%
OmniStar Financial Group Inc. 32,535 21,736 -10,799 -33.19%
Mascoma Wealth Management LLC 35,358 23,713 -11,645 -32.93%
Cliftonlarsonallen Wealth Advisors LLC 15,981 10,736 -5,245 -32.82%
Chatham Capital Group Inc. 7,915 5,335 -2,580 -32.60%
Telos Capital Management Inc. 24,500 16,532 -7,968 -32.52%
West Paces Advisors Inc. 1,828 1,236 -592 -32.39%
Smith Salley & Associates 61,582 41,655 -19,927 -32.36%
Canvas Wealth Advisors LLC 10,133 6,941 -3,192 -31.50%
C2C Wealth Management LLC 31,562 21,630 -9,932 -31.47%
Riggs Asset Managment Co. Inc. 924 635 -289 -31.28%
First Financialcorp IN 6,051 4,164 -1,887 -31.18%
SeaCrest Wealth Management LLC 96,619 66,626 -29,993 -31.04%
Opal Wealth Advisors LLC 5,793 4,004 -1,789 -30.88%
Brookstone Capital Management 481,052 333,698 -147,354 -30.63%
IVC Wealth Advisors LLC 17,093 11,972 -5,121 -29.96%
Aaron Wealth Advisors 22,868 16,230 -6,638 -29.03%
WBI Investments 138,774 99,434 -39,340 -28.35%
Kingswood Wealth Advisors LLC 74,795 53,905 -20,890 -27.93%
Tritonpoint Wealth LLC 11,025 7,958 -3,067 -27.82%
Mutual Advisors LLC 205,148 148,708 -56,440 -27.51%
Perpetual Ltd 129,073 93,984 -35,089 -27.19%
Cobblestone Capital Advisors LLC NY 14,411 10,563 -3,848 -26.70%
Blume Capital Management Inc. 7,567 5,567 -2,000 -26.43%
Horizon Wealth Management LLC 19,515 14,382 -5,133 -26.30%
Norris Perne & French LLP MI 10,103 7,485 -2,618 -25.91%
Connecticut Wealth Management LLC 6,485 4,824 -1,661 -25.61%
Horst & Graben Wealth Management LLC 7,166 5,341 -1,825 -25.47%
Financial Counselors Inc. 825,608 615,299 -210,309 -25.47%
Fortitude Advisory Group L.L.C. 18,300 13,764 -4,536 -24.79%
Gilliland Jeter Wealth Management LLC 31,274 23,558 -7,716 -24.67%
Weil Company Inc. 8,145 6,142 -2,003 -24.59%
Synergy Financial Management LLC 92,833 70,368 -22,465 -24.20%
Wellington Shields Capital Management LLC 46,373 35,428 -10,945 -23.60%
GHP Investment Advisors Inc. 10,740 8,207 -2,533 -23.58%
Litman Gregory Asset Management LLC 12,784 9,784 -3,000 -23.47%
Pure Financial Advisors Inc. 12,937 9,915 -3,022 -23.36%
STA Wealth Management LLC 17,478 13,401 -4,077 -23.33%
David R. Rahn & Associates Inc. 13,322 10,252 -3,070 -23.04%
Monte Financial Group LLC 11,375 8,803 -2,572 -22.61%
Hall Laurie J Trustee 1,290 1,000 -290 -22.48%
Successful Portfolios LLC 8,240 6,396 -1,844 -22.38%
UMB Bank N A MO 172,668 134,087 -38,581 -22.34%
Bath Savings Trust Co 55,960 43,488 -12,472 -22.29%
Asset Management Advisors LLC 152,677 119,107 -33,570 -21.99%
EFG Asset Management Americas Corp. 21,569 16,860 -4,709 -21.83%
Paragon Capital Management Ltd 9,165 7,165 -2,000 -21.82%
Park Place Capital Corp 43,639 34,187 -9,452 -21.66%
Spectrum Asset Management Inc. NB CA 93,926 73,629 -20,297 -21.61%
Integris Wealth Management LLC 7,800 6,116 -1,684 -21.59%
Walter & Keenan Financial Consulting Co. MI ADV 47,656 37,434 -10,222 -21.45%
Orrstown Financial Services Inc. 9,534 7,492 -2,042 -21.42%
Annapolis Financial Services LLC 986 775 -211 -21.40%
Global Trust Asset Management LLC 957 756 -201 -21.00%
Boston Common Asset Management LLC 261,623 206,896 -54,727 -20.92%
Cedrus LLC 11,073 8,774 -2,299 -20.76%
Bridges Investment Management Inc. 41,775 33,108 -8,667 -20.75%
Bond & Devick Financial Network Inc. 9,760 7,741 -2,019 -20.69%
Jacobs & Co. CA 82,935 65,823 -17,112 -20.63%
Rakuten Securities Inc. 20,364 16,186 -4,178 -20.52%
Private Ocean LLC 2,043 1,626 -417 -20.41%
Ignite Planners LLC 43,690 34,787 -8,903 -20.38%
Intact Investment Management Inc. 299,100 238,500 -60,600 -20.26%
ZRC Wealth Management LLC 1,891 1,509 -382 -20.20%
CIC Wealth LLC 8,709 6,954 -1,755 -20.15%
Court Place Advisors LLC 20,780 16,647 -4,133 -19.89%
Stiles Financial Services Inc 8,366 6,722 -1,644 -19.65%
Householder Group Estate & Retirement Specialist LLC 12,746 10,261 -2,485 -19.50%
Gryphon Financial Partners LLC 20,785 16,735 -4,050 -19.49%
Larson Financial Group LLC 18,403 14,825 -3,578 -19.44%
Bank of New Hampshire 34,568 27,933 -6,635 -19.19%
Hudson Valley Investment Advisors Inc. ADV 55,064 44,594 -10,470 -19.01%
DNB Asset Management AS 1,057,955 857,497 -200,458 -18.95%
Barrett & Company Inc. 9,407 7,630 -1,777 -18.89%
Intellectus Partners LLC 8,161 6,661 -1,500 -18.38%
Check Capital Management Inc. CA 9,050 7,400 -1,650 -18.23%
Northstar Asset Management LLC 21,316 17,486 -3,830 -17.97%
Victory Capital Management Inc. 2,490,617 2,043,450 -447,167 -17.95%
YHB Investment Advisors Inc. 8,075 6,631 -1,444 -17.88%
Wynn Capital LLC 8,140 6,695 -1,445 -17.75%
Moody National Bank Trust Division 33,980 27,950 -6,030 -17.75%
LMG Wealth Partners LLC 54,644 44,970 -9,674 -17.70%
Sugarloaf Wealth Management LLC 15,219 12,528 -2,691 -17.68%
Key Client Fiduciary Advisors LLC 50,507 41,587 -8,920 -17.66%
Lbmc Investment Advisors LLC 7,054 5,822 -1,232 -17.47%
Galvin Gaustad & Stein LLC 6,291 5,196 -1,095 -17.41%
Los Angeles Capital Management & Equity Research Inc. 1,827,609 1,511,477 -316,132 -17.30%
Trust Co of the South 5,986 4,995 -991 -16.56%
Appleton Partners Inc. MA 8,741 7,310 -1,431 -16.37%
Sowell Financial Services LLC 238,006 199,410 -38,596 -16.22%
PayPay Securities Corp 281 237 -44 -15.66%
Paulson Wealth Management Inc. 10,709 9,042 -1,667 -15.57%
Fulton Breakefield Broenniman LLC 5,947 5,021 -926 -15.57%
Kraematon Investment Advisors Inc. 20,288 17,144 -3,144 -15.50%
Consolidated Portfolio Review Corp 65,403 55,294 -10,109 -15.46%
Blue Bell Private Wealth Management LLC 5,199 4,396 -803 -15.45%
Iron Horse Wealth Management LLC 1,957 1,655 -302 -15.43%
First PREMIER Bank 19,319 16,353 -2,966 -15.35%
Northstar Group Inc. 12,436 10,530 -1,906 -15.33%
First Interstate Bank 5,812 4,921 -891 -15.33%
Peterson Wealth Services 24,829 21,069 -3,760 -15.14%
Blue Chip Partners Inc. 6,500 5,521 -979 -15.06%
Strategic Advisors LLC 32,076 27,253 -4,823 -15.04%
FSC Wealth Advisors LLC 4,108 3,491 -617 -15.02%
Amalgamated Bank 1,023,887 873,668 -150,219 -14.67%
Lyell Wealth Management LP 5,977 5,105 -872 -14.59%
Beese Fulmer Investment Management Inc. 51,420 43,921 -7,499 -14.58%
Grant GrossMendelsohn LLC 9,267 7,922 -1,345 -14.51%
Shilanski & Associates Inc. 12,427 10,629 -1,798 -14.47%
Mn Services Vermogensbeheer B.V. 1,986,000 1,699,800 -286,200 -14.41%
CWS Financial Advisors LLC 17,577 15,068 -2,509 -14.27%
M. Kraus & Co 80,063 68,688 -11,375 -14.21%
DeDora Capital Inc. 28,554 24,514 -4,040 -14.15%
Occidental Asset Management LLC 8,254 7,104 -1,150 -13.93%
Prospect Financial Services LLC 132,412 114,246 -18,166 -13.72%
PrairieView Partners LLC 1,600 1,384 -216 -13.50%
Norway Savings Bank 26,014 22,582 -3,432 -13.19%
B.O.S.S. Retirement Advisors LLC 57,342 49,825 -7,517 -13.11%
Eads & Heald Wealth Management 20,076 17,465 -2,611 -13.01%
Revolve Wealth Partners LLC 7,823 6,808 -1,015 -12.97%
Buffington Mohr McNeal 7,154 6,229 -925 -12.93%
ERTS Wealth Advisors LLC 9,004 7,848 -1,156 -12.84%
Vicus Capital 5,700 4,980 -720 -12.63%
Smith Anglin Financial LLC 14,256 12,458 -1,798 -12.61%
First National Trust Co 300,348 262,720 -37,628 -12.53%
Harbour Trust & Investment Management Co 50,692 44,433 -6,259 -12.35%
Bellevue Asset Management LLC 2,367 2,076 -291 -12.29%
Westhampton Capital LLC 5,715 5,015 -700 -12.25%
Money Concepts Capital Corp 159,397 139,962 -19,435 -12.19%
Cora Capital Advisors LLC 5,816 5,111 -705 -12.12%
Duncker Streett & Co. Inc. 10,975 9,658 -1,317 -12.00%
Firethorn Wealth Partners LLC 7,324 6,446 -878 -11.99%
Evanson Asset Management LLC 6,195 5,455 -740 -11.95%
Godsey & Gibb Associates 3,298 2,908 -390 -11.83%
BLB&B Advisors LLC 49,696 43,872 -5,824 -11.72%
Stock Yards Bank & Trust Co. 156,113 137,961 -18,152 -11.63%
Pensionfund Sabic 60,500 53,500 -7,000 -11.57%
Bear Mountain Capital Inc. 113 100 -13 -11.50%
Klingenstein Fields & Co. LP 9,242 8,179 -1,063 -11.50%
SimpliFi Inc. 30,830 27,351 -3,479 -11.28%
Sapient Capital LLC 24,479 21,728 -2,751 -11.24%
TFC Financial Management 3,832 3,403 -429 -11.20%
Clarus Group Inc. 7,505 6,675 -830 -11.06%
Clarius Group LLC 18,269 16,263 -2,006 -10.98%
TruWealth Advisors LLC 7,518 6,694 -824 -10.96%
Chicago Capital LLC 30,826 27,524 -3,302 -10.71%
California Public Employees Retirement System 17,517,303 15,648,335 -1,868,968 -10.67%
CENTRAL TRUST Co 207,971 185,863 -22,108 -10.63%
Allen Wealth Management LLC 9,872 8,835 -1,037 -10.50%
VAUGHAN & Co SECURITIES INC. 22,170 19,852 -2,318 -10.46%
Putnam FL Investment Management Co. 233,720 209,303 -24,417 -10.45%
Indiana Trust & Investment Management CO 8,553 7,664 -889 -10.39%
Financial Sense Advisors Inc. 10,888 9,759 -1,129 -10.37%
Park National Corp OH 53,778 48,218 -5,560 -10.34%
Turtle Creek Wealth Advisors LLC 8,052 7,233 -819 -10.17%
Strategic Financial Concepts LLC 17,857 16,062 -1,795 -10.05%
Blodgett Wealth Advisors LLC 10,394 9,353 -1,041 -10.02%
Cutter & CO Brokerage Inc. 23,856 21,487 -2,369 -9.93%
Riverview Trust Co 7,767 7,003 -764 -9.84%
Financial Insights Inc. 13,602 12,273 -1,329 -9.77%
TrueMark Investments LLC 82,955 74,968 -7,987 -9.63%
Navalign LLC 9,868 8,919 -949 -9.62%
Acas LLC 6,019 5,444 -575 -9.55%
Viewpoint Capital Management LLC 5,306 4,804 -502 -9.46%
Constitution Capital LLC 8,615 7,800 -815 -9.46%
Twelve Points Wealth Management LLC 7,536 6,824 -712 -9.45%
Byrne Asset Management LLC 7,908 7,163 -745 -9.42%
Foster & Motley Inc. 133,059 120,595 -12,464 -9.37%
Moloney Securities Asset Management LLC 72,609 65,897 -6,712 -9.24%
AFG Fiduciary Services Limited Partnership 6,003 5,454 -549 -9.15%
Exchange Bank 5,324 4,839 -485 -9.11%
Octavia Wealth Advisors LLC 57,530 52,353 -5,177 -9.00%
Armor Investment Advisors LLC 54,671 49,772 -4,899 -8.96%
Wendell David Associates Inc. 65,433 59,672 -5,761 -8.80%
Channel Wealth LLC 10,487 9,567 -920 -8.77%
Hanson & Doremus Investment Management 35,482 32,373 -3,109 -8.76%
Morgan Dempsey Capital Management LLC 239,956 218,990 -20,966 -8.74%
Amplius Wealth Advisors LLC 6,569 5,996 -573 -8.72%
WBH Advisory Inc. 6,079 5,552 -527 -8.67%
Alhambra Investment Partners LLC 10,090 9,229 -861 -8.53%
KMG Fiduciary Partners LLC 164,963 150,932 -14,031 -8.51%
Center For Asset Management LLC 18,556 17,012 -1,544 -8.32%
Triangle Securities Wealth Management 10,371 9,511 -860 -8.29%
Culbertson A N & Co. Inc. 48,380 44,370 -4,010 -8.29%
Valeo Financial Advisors LLC 109,049 100,042 -9,007 -8.26%
MPS Loria Financial Planners LLC 9,727 8,934 -793 -8.15%
Wilson & Boucher Capital Management LLC 12,282 11,282 -1,000 -8.14%
Denali Advisors LLC 21,300 19,600 -1,700 -7.98%
Wealth Management Partners LLC 12,678 11,669 -1,009 -7.96%
VeraBank N.A. 22,918 21,097 -1,821 -7.95%
Trinity Legacy Partners LLC 46,388 42,715 -3,673 -7.92%
Newbridge Financial Services Group Inc. 22,013 20,274 -1,739 -7.90%
Allen Mooney & Barnes Investment Advisors LLC 39,603 36,492 -3,111 -7.86%
Grassi Investment Management 15,463 14,268 -1,195 -7.73%
Patriot Investment Management Inc. 19,920 18,394 -1,526 -7.66%
San Luis Wealth Advisors LLC 158,561 146,438 -12,123 -7.65%
SYSTM Wealth Solutions LLC 21,309 19,680 -1,629 -7.64%
Woodmont Investment Counsel LLC 204,068 188,579 -15,489 -7.59%
Benjamin Edwards Inc. 57,639 53,278 -4,361 -7.57%
Fifth Third Bancorp 490,489 453,618 -36,871 -7.52%
Plimoth Trust Co. LLC 100,496 93,000 -7,496 -7.46%
Canandaigua National Bank & Trust Co. 78,907 73,118 -5,789 -7.34%
Bangor Savings Bank 97,393 90,253 -7,140 -7.33%
Aspiriant LLC 12,142 11,253 -889 -7.32%
Hazlett Burt & Watson Inc. 10,328 9,572 -756 -7.32%
MBL Wealth LLC 15,029 13,938 -1,091 -7.26%
KLR Investment Advisors LLC 9,607 8,920 -687 -7.15%
Oak Harbor Wealth Partners LLC 73,884 68,614 -5,270 -7.13%
Marks Group Wealth Management Inc 49,056 45,560 -3,496 -7.13%
Schmidt P J Investment Management Inc. 13,909 12,919 -990 -7.12%
Cedar Brook Financial Partners LLC 9,981 9,273 -708 -7.09%
Bank of New York Mellon Corp 30,750,924 28,579,868 -2,171,056 -7.06%
Peak Financial Management Inc. 11,350 10,553 -797 -7.02%
Tsfg LLC 3,986 3,707 -279 -7.00%
Securian Asset Management Inc 266,259 247,630 -18,629 -7.00%
Burke & Herbert Bank & Trust Co. 23,217 21,595 -1,622 -6.99%
Hedges Asset Management LLC 64,050 59,650 -4,400 -6.87%
New York State Teachers Retirement System 4,576,526 4,268,944 -307,582 -6.72%
Wealth Effects LLC 44,982 41,988 -2,994 -6.66%
Trust Co of Kansas 8,915 8,323 -592 -6.64%
VERITY Wealth Advisors 6,133 5,726 -407 -6.64%
St. James Investment Company LLC 605,713 565,615 -40,098 -6.62%
Trust Co. of Toledo NA OH 90,956 84,943 -6,013 -6.61%
Jmac Enterprises LLC 21,466 20,056 -1,410 -6.57%
Atticus Wealth Management LLC 4,612 4,314 -298 -6.46%
Tevis Investment Management 38,515 36,060 -2,455 -6.37%
KG&L Capital Management LLC 25,076 23,484 -1,592 -6.35%
Washington Capital Management Inc. 13,410 12,575 -835 -6.23%
Eudaimonia Advisors LLC 7,692 7,215 -477 -6.20%
Demars Financial Group LLC 17,853 16,751 -1,102 -6.17%
Boltwood Capital Management 6,562 6,160 -402 -6.13%
Salem Investment Counselors Inc. 38,994 36,613 -2,381 -6.11%
McKinley Carter Wealth Services Inc. 5,610 5,270 -340 -6.06%
Ronald Blue Trust Inc. 18,449 17,339 -1,110 -6.02%
Genesee Capital Advisors LLC 9,875 9,288 -587 -5.94%
Tempus Wealth Planning LLC 38,229 35,963 -2,266 -5.93%
LexAurum Advisors LLC 13,729 12,916 -813 -5.92%
Asset Management One Co. Ltd. 2,108,640 1,983,750 -124,890 -5.92%
Procyon Private Wealth Partners LLC 37,169 34,986 -2,183 -5.87%
CRA Financial Services LLC 9,488 8,938 -550 -5.80%
Investors Asset Management of Georgia Inc. GA ADV 19,738 18,594 -1,144 -5.80%
Parsons Capital Management Inc. RI 38,775 36,549 -2,226 -5.74%
Glass Jacobson Investment Advisors llc 16,286 15,355 -931 -5.72%
American Financial Advisors LLC 7,014 6,614 -400 -5.70%
Park Avenue Securities LLC 236,882 223,419 -13,463 -5.68%
Steigerwald Gordon & Koch Inc. 10,653 10,056 -597 -5.60%
Taddei Ludwig & Associates Inc. 7,368 6,956 -412 -5.59%
Patron Partners Advisors LLC 15,108 14,279 -829 -5.49%
Legacy Advisors LLC 19,690 18,614 -1,076 -5.46%
Iowa State Bank 38,390 36,321 -2,069 -5.39%
Citizens National Bank Trust Department 13,108 12,408 -700 -5.34%
Nadler Financial Group Inc. 8,651 8,198 -453 -5.24%
Carlton Hofferkamp & Jenks Wealth Management LLC 43,026 40,780 -2,246 -5.22%
Krilogy Financial LLC 14,860 14,087 -773 -5.20%
Sunbelt Securities Inc. 119,552 113,377 -6,175 -5.17%
Bridgewealth Advisory Group LLC 14,244 13,526 -718 -5.04%
Institute for Wealth Management LLC. 25,460 24,183 -1,277 -5.02%
Advocate Group LLC 231,656 220,063 -11,593 -5.00%
Fort Pitt Capital Group LLC 6,004 5,704 -300 -5.00%
Allred Capital Management LLC 25,995 24,701 -1,294 -4.98%
Criterion Capital Advisors LLC 664 631 -33 -4.97%
Financial Advisory Service Inc. 22,613 21,493 -1,120 -4.95%
MEMBERS Trust Co 15,596 14,828 -768 -4.92%
Baldwin Brothers Inc. MA 3,206 3,050 -156 -4.87%
Norwood Financial Corp 6,754 6,429 -325 -4.81%
Monterey Private Wealth Inc. 5,459 5,198 -261 -4.78%
Santori & Peters Inc. 6,331 6,029 -302 -4.77%
Boomfish Wealth Group LLC 34,883 33,225 -1,658 -4.75%
PSI Advisors LLC 30,412 28,968 -1,444 -4.75%
Liberty Capital Management Inc. 23,212 22,110 -1,102 -4.75%
CAPROCK Group Inc. 55,395 52,775 -2,620 -4.73%
Hennion & Walsh Asset Management Inc. 87,961 83,805 -4,156 -4.72%
180 Wealth Advisors LLC 49,707 47,359 -2,348 -4.72%
Curbstone Financial Management Corp 40,686 38,796 -1,890 -4.65%
RSM US Wealth Management LLC 111,958 106,825 -5,133 -4.58%
Mather Group LLC. 20,152 19,233 -919 -4.56%
Franklin Street Advisors Inc. NC 25,136 23,998 -1,138 -4.53%
Bull Street Advisors LLC 24,852 23,732 -1,120 -4.51%
Burt Wealth Advisors 6,793 6,491 -302 -4.45%
Financial Perspectives Inc 4,708 4,499 -209 -4.44%
Investment House LLC 11,284 10,784 -500 -4.43%
Arkfeld Wealth Strategies L.L.C. 12,163 11,633 -530 -4.36%
Oakworth Capital Inc. 8,413 8,046 -367 -4.36%
Essex Investment Management Co. LLC 17,727 16,954 -773 -4.36%
Cross Staff Investments Inc 11,925 11,406 -519 -4.35%
Ashton Thomas Private Wealth LLC 76,142 72,839 -3,303 -4.34%
Hendershot Investments Inc. 5,950 5,693 -257 -4.32%
Clifford Swan Investment Counsel LLC 243,966 233,442 -10,524 -4.31%
MTM Investment Management LLC 19,606 18,766 -840 -4.28%
Trust Co 18,065 17,306 -759 -4.20%
Investment Partners LTD. 22,485 21,552 -933 -4.15%
Hartford Investment Management Co. 283,430 271,693 -11,737 -4.14%
Roman Butler Fullerton & Co. 23,162 22,205 -957 -4.13%
Ogorek Anthony Joseph NY ADV 924 886 -38 -4.11%
Valley National Advisers Inc. 22,675 21,747 -928 -4.09%
Dumont & Blake Investment Advisors LLC 12,501 11,993 -508 -4.06%
Financial Security Advisor Inc. 68,887 66,104 -2,783 -4.04%
Sound Income Strategies LLC 12,836 12,318 -518 -4.04%
Neville Rodie & Shaw Inc. 67,008 64,335 -2,673 -3.99%
MBM Wealth Consultants LLC 6,978 6,702 -276 -3.96%
Nations Financial Group Inc. IA ADV 45,750 43,948 -1,802 -3.94%
Prossimo Advisors LLC 14,948 14,361 -587 -3.93%
Nordea Investment Management AB 10,475,097 10,063,539 -411,558 -3.93%
Tompkins Financial Corp 41,572 39,960 -1,612 -3.88%
Quad Cities Investment Group LLC 13,664 13,137 -527 -3.86%
Marino Stram & Associates LLC 53,227 51,175 -2,052 -3.86%
Cambridge Investment Research Advisors Inc. 1,381,495 1,328,311 -53,184 -3.85%
ZWJ Investment Counsel Inc. 302,545 290,899 -11,646 -3.85%
Hodges Capital Management Inc. 29,951 28,802 -1,149 -3.84%
Radnor Capital Management LLC 57,464 55,267 -2,197 -3.82%
Silvia Mccoll Wealth Management LLC 13,008 12,513 -495 -3.81%
First Community Trust NA 2,787 2,681 -106 -3.80%
Bowman & Co S.C. 22,752 21,893 -859 -3.78%
Sumitomo Life Insurance Co. 45,261 43,548 -1,713 -3.78%
Louisiana State Employees Retirement System 254,200 244,700 -9,500 -3.74%
Bogart Wealth LLC 16,693 16,096 -597 -3.58%
Thomasville National Bank 94,972 91,578 -3,394 -3.57%
Affinity Wealth Management LLC 8,807 8,498 -309 -3.51%
Bank of Stockton 7,888 7,613 -275 -3.49%
Courier Capital LLC 36,040 34,784 -1,256 -3.49%
City Holding Co. 57,831 55,810 -2,021 -3.49%
OFI Invest Asset Management 1,329 1,283 -46 -3.46%
PFS Partners LLC 14,960 14,446 -514 -3.44%
Priebe Wealth Holdings LLC 6,949 6,711 -238 -3.42%
Berkshire Bank 68,526 66,202 -2,324 -3.39%
Argus Investors Counsel Inc. 37,817 36,542 -1,275 -3.37%
Newman Dignan & Sheerar Inc. 34,254 33,118 -1,136 -3.32%
Pine Haven Investment Counsel Inc 6,046 5,846 -200 -3.31%
Keene & Associates Inc. 86,120 83,275 -2,845 -3.30%
PBMares Wealth Management LLC 12,596 12,185 -411 -3.26%
Huntington National Bank 478,848 463,269 -15,579 -3.25%
Advisors Management Group Inc. ADV 217,814 210,822 -6,992 -3.21%
New Mexico Educational Retirement Board 218,771 211,771 -7,000 -3.20%
Centre Asset Management LLC 72,679 70,384 -2,295 -3.16%
Peoples Financial Services CORP. 46,429 44,981 -1,448 -3.12%
Sky Investment Group LLC 73,646 71,356 -2,290 -3.11%
Investment Partners Asset Management Inc. 39,515 38,303 -1,212 -3.07%
Empire Life Investments Inc. 364,578 353,439 -11,139 -3.06%
E&G Advisors LP 6,554 6,354 -200 -3.05%
White Pine Investment CO 118,579 114,974 -3,605 -3.04%
Confluence Wealth Services Inc. 61,248 59,418 -1,830 -2.99%
Greenfield Savings Bank 26,613 25,828 -785 -2.95%
City State Bank 35,341 34,322 -1,019 -2.88%
Archford Capital Strategies LLC 41,626 40,428 -1,198 -2.88%
tru Independence LLC 139,162 135,177 -3,985 -2.86%
Mosley Wealth Management 11,475 11,149 -326 -2.84%
Bouchey Financial Group Ltd 14,271 13,865 -406 -2.84%
Detalus Advisors LLC 25,278 24,563 -715 -2.83%
Wallace Advisory Group LLC 18,588 18,068 -520 -2.80%
Solitude Financial Services 26,721 25,975 -746 -2.79%
Folger Nolan Fleming Douglas Capital Management Inc. 67,101 65,235 -1,866 -2.78%
BluePath Capital Management LLC 11,613 11,291 -322 -2.77%
Berry Wealth Group LP 40,305 39,196 -1,109 -2.75%
Keystone Financial Planning Inc. 248,928 242,082 -6,846 -2.75%
Centennial Wealth Advisory LLC 18,004 17,510 -494 -2.74%
Greenwood Capital Associates LLC 49,825 48,464 -1,361 -2.73%
Greystone Financial Group LLC 151,858 147,769 -4,089 -2.69%
Retirement Group LLC 4,548 4,427 -121 -2.66%
Coastline Trust Co 9,345 9,097 -248 -2.65%
Baxter Bros Inc. 11,221 10,925 -296 -2.64%
Morton Capital Management LLC CA 6,173 6,011 -162 -2.62%
Sentry LLC 8,859 8,628 -231 -2.61%
Country Club Bank GFN 29,382 28,614 -768 -2.61%
Windle Wealth LLC 164,242 159,970 -4,272 -2.60%
Abacus Planning Group Inc. 16,843 16,405 -438 -2.60%
Trust Point Inc. 41,293 40,224 -1,069 -2.59%
Gleason Group Inc. 7,689 7,491 -198 -2.58%
Convergence Investment Partners LLC 63,425 61,786 -1,639 -2.58%
Commerce Bank 723,386 704,934 -18,452 -2.55%
Forbes J M & Co. LLP 196,872 191,890 -4,982 -2.53%
Fidelity D & D Bancorp Inc. 7,780 7,585 -195 -2.51%
Douglas Lane & Associates LLC 21,651 21,109 -542 -2.50%
Investment Advisory Group LLC 16,015 15,618 -397 -2.48%
Costello Asset Management INC 13,561 13,229 -332 -2.45%
High Net Worth Advisory Group LLC 16,552 16,152 -400 -2.42%
Stratos Wealth Partners LTD. 319,691 312,009 -7,682 -2.40%
Prestige Wealth Management Group LLC 22,710 22,175 -535 -2.36%
BKD Wealth Advisors LLC 77,349 75,527 -1,822 -2.36%
Augustine Asset Management Inc. 11,235 10,975 -260 -2.31%
Aurora Private Wealth Inc. 12,474 12,194 -280 -2.24%
MONECO Advisors LLC 26,744 26,144 -600 -2.24%
Atlantic Union Bankshares Corp 110,973 108,505 -2,468 -2.22%
CNB Bank 43,723 42,755 -968 -2.21%
Carret Asset Management LLC 126,566 123,794 -2,772 -2.19%
Insight Folios Inc 174,912 171,107 -3,805 -2.18%
Hyperion Partners LLC 13,062 12,782 -280 -2.14%
West Coast Financial LLC 5,527 5,411 -116 -2.10%
New Hampshire Trust 23,685 23,191 -494 -2.09%
Villere ST Denis J & Co. LLC 425,009 416,119 -8,890 -2.09%
AlphaMark Advisors LLC 57,792 56,588 -1,204 -2.08%
Drive Wealth Management LLC 11,013 10,787 -226 -2.05%
Ridgecrest Wealth Partners LLC 23,266 22,789 -477 -2.05%
Adirondack Trust Co. 37,526 36,758 -768 -2.05%
Liberty One Investment Management LLC 231,362 226,646 -4,716 -2.04%
Lowe Wealth Advisors LLC 2,545 2,493 -52 -2.04%
Mutual of America Capital Management LLC 562,506 551,223 -11,283 -2.01%
Capital Investment Counsel Inc 47,149 46,222 -927 -1.97%
Greenleaf Trust 78,672 77,122 -1,550 -1.97%
Town & Country Bank & Trust CO dba First Bankers Trust CO 70,137 68,779 -1,358 -1.94%
Grandview Asset Management LLC 39,002 38,258 -744 -1.91%
Flagship Harbor Advisors LLC 63,646 62,448 -1,198 -1.88%
Whitener Capital Management Inc. 31,713 31,119 -594 -1.87%
LongView Wealth Management 9,334 9,162 -172 -1.84%
Round Rock Advisors LLC 9,153 8,987 -166 -1.81%
Donaldson Capital Management LLC 23,575 23,148 -427 -1.81%
Rockland Trust Co. 422,702 415,037 -7,665 -1.81%
Outfitter Financial LLC 13,031 12,796 -235 -1.80%
Benin Management CORP 7,168 7,039 -129 -1.80%
Eudaimonia Partners LLC 18,803 18,466 -337 -1.79%
Trust Co. of Virginia VA 49,367 48,484 -883 -1.79%
Yousif Capital Management LLC 680,827 668,737 -12,090 -1.78%
Factory Mutual Insurance Co. 1,201,066 1,179,666 -21,400 -1.78%
Orca Investment Management LLC 47,900 47,054 -846 -1.77%
Peoples Bank KS 22,894 22,491 -403 -1.76%
Scott Capital Advisors LLC 6,510 6,396 -114 -1.75%
Affinity Investment Advisors LLC 30,811 30,279 -532 -1.73%
CHURCHILL MANAGEMENT Corp 140,371 137,949 -2,422 -1.73%
MeadowBrook Investment Advisors LLC 15,634 15,369 -265 -1.70%
Fruth Investment Management 17,761 17,461 -300 -1.69%
Northeast Investment Management 23,684 23,283 -401 -1.69%
SNS Financial Group LLC 27,495 27,044 -451 -1.64%
Weatherly Asset Management L. P. 87,053 85,650 -1,403 -1.61%
Tributary Capital Management LLC 12,603 12,403 -200 -1.59%
Eagle Wealth Strategies LLC 18,219 17,934 -285 -1.56%
Romano Brothers AND Company 121,932 120,103 -1,829 -1.50%
OneAscent Financial Services LLC 14,147 13,938 -209 -1.48%
DMG Group LLC 12,848 12,660 -188 -1.46%
Farmers & Merchants Investments Inc. 276,154 272,175 -3,979 -1.44%
Oak Asset Management LLC 63,917 63,005 -912 -1.43%
Optimum Investment Advisors 7,035 6,935 -100 -1.42%
Argyle Capital Management Inc. 80,592 79,459 -1,133 -1.41%
Regions Financial Corp 1,289,398 1,271,401 -17,997 -1.40%
Essex Financial Services Inc. 66,310 65,402 -908 -1.37%
Carmichael Hill & Associates Inc. 34,062 33,598 -464 -1.36%
Spring Capital Management LLC 74,453 73,446 -1,007 -1.35%
Summit Financial Group Inc. 29,221 28,826 -395 -1.35%
Ellis Investment Partners LLC 8,056 7,948 -108 -1.34%
Pinnacle West Asset Management Inc. 22,600 22,300 -300 -1.33%
Triton Wealth Management PLLC 8,540 8,426 -114 -1.33%
Visionary Horizons LLC 22,287 21,992 -295 -1.32%
Hengehold Capital Management LLC 95,288 94,052 -1,236 -1.30%
ShoreHaven Wealth Partners LLC 16,774 16,564 -210 -1.25%
Private Wealth Management Group LLC 5,509 5,442 -67 -1.22%
Sterneck Capital Management LLC 40,359 39,870 -489 -1.21%
Buck Wealth Strategies LLC 208,642 206,143 -2,499 -1.20%
First Financial Bank Trust Division 29,072 28,727 -345 -1.19%
Charles Schwab Trust Co 18,823 18,600 -223 -1.18%
Good Life Advisors LLC 64,880 64,126 -754 -1.16%
Thrive Wealth Management LLC 20,886 20,646 -240 -1.15%
Boston Trust Walden Corp 277,114 273,937 -3,177 -1.15%
D. B. Root & Company LLC 31,754 31,396 -358 -1.13%
Ascent Wealth Partners LLC 39,737 39,291 -446 -1.12%
Capital Investment Advisory Services LLC 63,085 62,388 -697 -1.10%
Cantor Fitzgerald Investment Adviser L.P. 352,103 348,259 -3,844 -1.09%
Nikulski Financial Inc. 5,383 5,326 -57 -1.06%
Transcend Wealth Collective LLC 38,748 38,349 -399 -1.03%
SignalPoint Asset Management LLC 15,550 15,391 -159 -1.02%
Inlet Private Wealth LLC 19,794 19,594 -200 -1.01%
Founders Financial Securities LLC 17,962 17,792 -170 -0.95%
Cigna Investments Inc. New 44,924 44,505 -419 -0.93%
Kiley Juergens Wealth Management LLC 18,187 18,025 -162 -0.89%
Wulff Hansen & CO. 11,247 11,147 -100 -0.89%
Princeton Global Asset Management LLC 10,961 10,866 -95 -0.87%
Pinnacle Associates Ltd. 415,289 411,681 -3,608 -0.87%
First United Bank Trust 29,969 29,712 -257 -0.86%
MV Capital Management Inc. 7,209 7,149 -60 -0.83%
Farmers Trust Co. 157,393 156,136 -1,257 -0.80%
Parcion Private Wealth LLC 26,130 25,930 -200 -0.77%
Gilbert & Cook Inc. 24,158 23,972 -186 -0.77%
Horan Capital Advisors LLC. 90,896 90,200 -696 -0.77%
Meadow Creek Wealth Advisors LLC 15,341 15,226 -115 -0.75%
One Wealth Advisors LLC 11,016 10,933 -83 -0.75%
Fortis Group Advisors LLC 26,547 26,351 -196 -0.74%
QV Investors Inc. 395,710 392,790 -2,920 -0.74%
First National Bank & Trust Co. of Newtown 74,880 74,353 -527 -0.70%
Allen Capital Group LLC 75,493 74,969 -524 -0.69%
Dynamic Advisor Solutions LLC 127,632 126,766 -866 -0.68%
Cubic Asset Management LLC 62,988 62,578 -410 -0.65%
Annex Advisory Services LLC 101,903 101,246 -657 -0.64%
Towerpoint Wealth LLC 5,476 5,443 -33 -0.60%
SOA Wealth Advisors LLC. 8,769 8,717 -52 -0.59%
Lester Murray Antman dba SimplyRich 7,500 7,456 -44 -0.59%
Hennessy Advisors Inc. 240,600 239,200 -1,400 -0.58%
Baugh & Associates LLC 127,562 126,850 -712 -0.56%
New England Research & Management Inc. 16,524 16,434 -90 -0.54%
SkyOak Wealth LLC 83,289 82,848 -441 -0.53%
Principle Wealth Partners LLC 52,492 52,216 -276 -0.53%
Rehmann Capital Advisory Group 32,430 32,259 -171 -0.53%
Moseley Investment Management Inc. 44,898 44,658 -240 -0.53%
BSW Wealth Partners 16,430 16,344 -86 -0.52%
Bruce G. Allen Investments LLC 13,838 13,773 -65 -0.47%
Dakota Community Bank & Trust NA 6,322 6,293 -29 -0.46%
Jeppson Wealth Management LLC 85,243 84,850 -393 -0.46%
Salvus Wealth Management LLC 26,265 26,150 -115 -0.44%
Burns J W & Co. Inc. NY 58,473 58,213 -260 -0.44%
First Merchants Corp 108,214 107,737 -477 -0.44%
FirstPurpose Wealth LLC 19,202 19,124 -78 -0.41%
Birchcreek Wealth Management LLC 5,665 5,642 -23 -0.41%
IFM Investors Pty Ltd 854,202 850,718 -3,484 -0.41%
Sara Bay Financial 16,468 16,402 -66 -0.40%
Pitti Group Wealth Management LLC 9,941 9,902 -39 -0.39%
Northern Oak Wealth Management Inc. 255,268 254,299 -969 -0.38%
Adamsbrown Wealth Consultants LLC 6,722 6,697 -25 -0.37%
Gilman Hill Asset Management LLC 316,153 314,988 -1,165 -0.37%
Royal Fund Management LLC 89,056 88,745 -311 -0.35%
Versant Capital Management Inc 6,206 6,185 -21 -0.34%
Baker Ellis Asset Management LLC 71,436 71,200 -236 -0.33%
Heritage Investors Management Corp 401,283 399,978 -1,305 -0.33%
Central Valley Advisors LLC 15,120 15,072 -48 -0.32%
Tyche Wealth Partners LLC 22,146 22,075 -71 -0.32%
Howard Financial Services LTD. 5,462 5,445 -17 -0.31%
Ausdal Financial Partners Inc. 35,846 35,734 -112 -0.31%
Kinneret Advisory LLC 152,916 152,441 -475 -0.31%
TrueWealth Advisors LLC 35,811 35,704 -107 -0.30%
Mainsail Financial Group LLC 22,640 22,580 -60 -0.27%
Fairhaven Wealth Management LLC 6,971 6,953 -18 -0.26%
Home Federal Bank of Tennessee 38,790 38,690 -100 -0.26%
Callahan Advisors LLC 8,835 8,815 -20 -0.23%
G&S Capital LLC 28,328 28,271 -57 -0.20%
GenWealth Group Inc. 5,589 5,579 -10 -0.18%
First Affirmative Financial Network 9,787 9,769 -18 -0.18%
Monarch Capital Management Inc. 39,291 39,222 -69 -0.18%
NBC Securities Inc. 67,116 66,995 -121 -0.18%
Piscataqua Savings Bank 11,078 11,059 -19 -0.17%
Albion Financial Group UT 23,219 23,179 -40 -0.17%
Winthrop Advisory Group LLC 6,254 6,246 -8 -0.13%
Muirfield Wealth Advisors LLC 5,604 5,597 -7 -0.12%
L.M. Kohn & Company 18,927 18,906 -21 -0.11%
Kennedy Investment Group 29,738 29,713 -25 -0.08%
Value Partners Investments Inc. 126,173 126,068 -105 -0.08%
RDA Financial Network 25,625 25,604 -21 -0.08%
Alaska Permanent Fund Corp 554,293 553,838 -455 -0.08%
Disciplined Equity Management Inc. 50,130 50,100 -30 -0.06%
Financial Management Network Inc. 6,776 6,772 -4 -0.06%
Avenue 1 Advisors LLC 5,484 5,481 -3 -0.05%
NBT Bank N A NY 107,499 107,470 -29 -0.03%
WealthBridge Capital Management LLC 6,642 6,641 -1 -0.02%
13F Filers Exiting VZ
Cooksen Wealth LLC 80 0 -80 -100.00%
Ables Iannone Moore & Associates Inc. 14 0 -14 -100.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 19,858 0 -19,858 -100.00%
Oak Hill Wealth Advisors LLC 16,280 0 -16,280 -100.00%
RIA Advisory Group LLC 3,658 0 -3,658 -100.00%
Centurion Wealth Management LLC 5,708 0 -5,708 -100.00%
Worth Asset Management LLC 51,628 0 -51,628 -100.00%
Chico Wealth RIA 5,766 0 -5,766 -100.00%
Granite Bay Wealth Management LLC 26,285 0 -26,285 -100.00%
Life Planning Partners Inc 1,195 0 -1,195 -100.00%
Southern Capital Advisors LLC 6,263 0 -6,263 -100.00%
Claris Advisors LLC MO 5,873 0 -5,873 -100.00%
Peterson Financial Group Inc. 16,978 0 -16,978 -100.00%
Northcape Wealth Management LLC 14,339 0 -14,339 -100.00%
Independent Wealth Network Inc. 10,680 0 -10,680 -100.00%
Activest Wealth Management 600 0 -600 -100.00%
Level Financial Advisors Inc. 179 0 -179 -100.00%
Koss Olinger Consulting LLC 58,074 0 -58,074 -100.00%
Ellsworth Advisors LLC 102,428 0 -102,428 -100.00%
TKG Advisors LLC 6,653 0 -6,653 -100.00%
Coulter & Justus Financial Services LLC 9,035 0 -9,035 -100.00%
Tennessee Valley Asset Management Partners 1,572 0 -1,572 -100.00%
Coombe Bender & Co LLC 6,681 0 -6,681 -100.00%
Trinity Financial Advisors LLC 13,708 0 -13,708 -100.00%
Monticello Wealth Management LLC 5,601 0 -5,601 -100.00%
Bremer Bank National Association 12,454 0 -12,454 -100.00%
Foster Victor Wealth Advisors LLC 5,144 0 -5,144 -100.00%
Inscription Capital LLC 15,221 0 -15,221 -100.00%
Anderson Fisher LLC 5,358 0 -5,358 -100.00%
Maltin Wealth Management Inc. 5,623 0 -5,623 -100.00%
Hardy Reed LLC 5,877 0 -5,877 -100.00%
Oak Thistle LLC 61,867 0 -61,867 -100.00%
Cox Capital Mgt LLC 32,650 0 -32,650 -100.00%
Trilogy Capital Inc. 6,157 0 -6,157 -100.00%
Slow Capital Inc. 47,404 0 -47,404 -100.00%
Summit Global Investments 20,971 0 -20,971 -100.00%
Meridian Wealth Management LLC 46,408 0 -46,408 -100.00%
Traynor Capital Management Inc. 5,670 0 -5,670 -100.00%
Glassman Wealth Services 11,387 0 -11,387 -100.00%
Friedenthal Financial 1,161 0 -1,161 -100.00%
Perigon Wealth Management LLC 176,684 0 -176,684 -100.00%
Verity & Verity LLC 287,975 0 -287,975 -100.00%
Cutler Group LP 80,870 0 -80,870 -100.00%
Mizuho Securities Co. Ltd. 1,000 0 -1,000 -100.00%
GFS Advisors LLC 5,626 0 -5,626 -100.00%
K.J. Harrison & Partners Inc 10,000 0 -10,000 -100.00%
Migdal Insurance & Financial Holdings Ltd. 1,490 0 -1,490 -100.00%
Arlington Partners LLC 15 0 -15 -100.00%
Weiss Multi Strategy Advisers LLC 216,745 0 -216,745 -100.00%
Bourgeon Capital Management LLC 100 0 -100 -100.00%
Trust Co. of Oklahoma 5,600 0 -5,600 -100.00%
Thompson Davis & CO. Inc. 8,391 0 -8,391 -100.00%

See Summary: Institutional Holders of VZ
See Details: Top 10 Hedge Funds Holding VZ
Also See: VZ Insider Buying

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