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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).
Filer | 12/31/2023 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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