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|
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This page summarizes the CAT 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 CAT 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 CAT Share Count |
|---|
| Ibex Wealth Advisors |
2 |
7,960 |
+7,958 |
+397900.00% |
| Financial Synergies Wealth Advisors Inc. |
8 |
286 |
+278 |
+3475.00% |
| Segment Wealth Management LLC |
2,180 |
36,525 |
+34,345 |
+1575.46% |
| TruWealth Advisors LLC |
1,186 |
16,677 |
+15,491 |
+1306.16% |
| Atlas Capital Advisors LLC |
29 |
331 |
+302 |
+1041.38% |
| Assenagon Asset Management S.A. |
15,454 |
135,416 |
+119,962 |
+776.25% |
| Summit Trail Advisors LLC |
3,766 |
18,439 |
+14,673 |
+389.62% |
| Hartline Investment Corp |
683 |
3,325 |
+2,642 |
+386.82% |
| Venturi Wealth Management LLC |
679 |
3,160 |
+2,481 |
+365.39% |
| Saxon Interests Inc. |
710 |
3,010 |
+2,300 |
+323.94% |
| Valued Wealth Advisors LLC |
35 |
139 |
+104 |
+297.14% |
| Wealth Alliance Advisory Group LLC |
685 |
2,712 |
+2,027 |
+295.91% |
| Cornerstone Wealth Group LLC |
1,148 |
4,484 |
+3,336 |
+290.59% |
| Bfsg LLC |
275 |
676 |
+401 |
+145.82% |
| Revisor Wealth Management LLC |
1,023 |
2,300 |
+1,277 |
+124.83% |
| Wesbanco Bank Inc. |
11,761 |
23,499 |
+11,738 |
+99.80% |
| Viewpoint Capital Management LLC |
12,748 |
25,333 |
+12,585 |
+98.72% |
| Berger Financial Group Inc |
1,952 |
3,686 |
+1,734 |
+88.83% |
| A.P. Gilfoyle & Co. L.P. |
107 |
200 |
+93 |
+86.92% |
| Robeco Institutional Asset Management B.V. |
79,416 |
146,389 |
+66,973 |
+84.33% |
| BNP Paribas Arbitrage SA |
345,531 |
632,517 |
+286,986 |
+83.06% |
| Measured Wealth Private Client Group LLC |
1,162 |
2,105 |
+943 |
+81.15% |
| General Partner Inc. |
418 |
752 |
+334 |
+79.90% |
| Baker Ellis Asset Management LLC |
800 |
1,427 |
+627 |
+78.38% |
| OneAscent Wealth Management LLC |
1,139 |
1,955 |
+816 |
+71.64% |
| SlateStone Wealth LLC |
21,933 |
36,949 |
+15,016 |
+68.46% |
| Clear Creek Financial Management LLC |
694 |
1,160 |
+466 |
+67.15% |
| Financial Advocates Investment Management |
16,058 |
26,120 |
+10,062 |
+62.66% |
| LVW Advisors LLC |
1,757 |
2,687 |
+930 |
+52.93% |
| Sage Mountain Advisors LLC |
1,571 |
2,333 |
+762 |
+48.50% |
| Kessler Investment Group LLC |
951 |
1,398 |
+447 |
+47.00% |
| Simon Quick Advisors LLC |
795 |
1,151 |
+356 |
+44.78% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,339 |
3,363 |
+1,024 |
+43.78% |
| Wiley BROS. Aintree Capital LLC |
4,073 |
5,825 |
+1,752 |
+43.01% |
| First United Bank Trust |
720 |
1,013 |
+293 |
+40.69% |
| Mission Wealth Management LP |
4,418 |
6,207 |
+1,789 |
+40.49% |
| BSW Wealth Partners |
1,149 |
1,610 |
+461 |
+40.12% |
| Center for Financial Planning Inc. |
250 |
350 |
+100 |
+40.00% |
| 180 Wealth Advisors LLC |
2,268 |
3,151 |
+883 |
+38.93% |
| Private Capital Management LLC |
710 |
972 |
+262 |
+36.90% |
| Sound Income Strategies LLC |
1,415 |
1,900 |
+485 |
+34.28% |
| Andina Capital Management LLC |
900 |
1,205 |
+305 |
+33.89% |
| V Square Quantitative Management LLC |
6,323 |
8,464 |
+2,141 |
+33.86% |
| Inscription Capital LLC |
2,797 |
3,732 |
+935 |
+33.43% |
| Rise Advisors LLC |
1,074 |
1,428 |
+354 |
+32.96% |
| First National Trust Co |
32,139 |
42,204 |
+10,065 |
+31.32% |
| CHICAGO TRUST Co NA |
1,890 |
2,478 |
+588 |
+31.11% |
| Waterway Wealth Management LLC |
1,190 |
1,534 |
+344 |
+28.91% |
| Lakewood Asset Management LLC |
2,712 |
3,478 |
+766 |
+28.24% |
| Wealthspan Partners LLC |
2,730 |
3,498 |
+768 |
+28.13% |
| Cambridge Investment Research Advisors Inc. |
149,012 |
188,801 |
+39,789 |
+26.70% |
| Concord Wealth Partners |
6,587 |
8,302 |
+1,715 |
+26.04% |
| Western Financial Corp CA |
803 |
1,008 |
+205 |
+25.53% |
| Boston Trust Walden Corp |
1,234 |
1,534 |
+300 |
+24.31% |
| Portside Wealth Group LLC |
3,784 |
4,698 |
+914 |
+24.15% |
| Claro Advisors LLC |
1,304 |
1,616 |
+312 |
+23.93% |
| Horan Capital Advisors LLC. |
760 |
941 |
+181 |
+23.82% |
| BluePath Capital Management LLC |
1,177 |
1,456 |
+279 |
+23.70% |
| Wealthcare Advisory Partners LLC |
10,416 |
12,856 |
+2,440 |
+23.43% |
| Geneva Partners LLC |
12,150 |
14,997 |
+2,847 |
+23.43% |
| Private Ocean LLC |
154 |
190 |
+36 |
+23.38% |
| Mitchell Sinkler & Starr PA |
4,040 |
4,980 |
+940 |
+23.27% |
| Abacus Wealth Partners LLC |
1,416 |
1,742 |
+326 |
+23.02% |
| Prosperity Consulting Group LLC |
5,509 |
6,761 |
+1,252 |
+22.73% |
| Hutchens & Kramer Investment Management Group LLC |
861 |
1,055 |
+194 |
+22.53% |
| Ballentine Partners LLC |
5,813 |
7,083 |
+1,270 |
+21.85% |
| Zhang Financial LLC |
6,593 |
8,019 |
+1,426 |
+21.63% |
| Derbend Asset Management |
1,718 |
2,088 |
+370 |
+21.54% |
| Resonant Capital Advisors LLC |
1,323 |
1,602 |
+279 |
+21.09% |
| Planning Capital Management Corp |
115 |
139 |
+24 |
+20.87% |
| Pure Financial Advisors Inc. |
8,678 |
10,356 |
+1,678 |
+19.34% |
| GoalVest Advisory LLC |
250 |
296 |
+46 |
+18.40% |
| CBOE Vest Financial LLC |
108,386 |
127,718 |
+19,332 |
+17.84% |
| Chico Wealth RIA |
823 |
969 |
+146 |
+17.74% |
| GAMMA Investing LLC |
4,383 |
5,156 |
+773 |
+17.64% |
| Cyndeo Wealth Partners LLC |
3,225 |
3,791 |
+566 |
+17.55% |
| McGlone Suttner Wealth Management Inc. |
3,182 |
3,737 |
+555 |
+17.44% |
| Narwhal Capital Management |
22,726 |
26,650 |
+3,924 |
+17.27% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
748 |
876 |
+128 |
+17.11% |
| West Oak Capital LLC |
4,522 |
5,287 |
+765 |
+16.92% |
| Hanlon Investment Management Inc. |
937 |
1,094 |
+157 |
+16.76% |
| Fox Hill Wealth Management |
1,978 |
2,308 |
+330 |
+16.68% |
| Premier Path Wealth Partners LLC |
2,071 |
2,412 |
+341 |
+16.47% |
| Newbridge Financial Services Group Inc. |
1,942 |
2,250 |
+308 |
+15.86% |
| Tsfg LLC |
490 |
567 |
+77 |
+15.71% |
| Planned Solutions Inc. |
571 |
659 |
+88 |
+15.41% |
| Alpha Cubed Investments LLC |
98,386 |
113,456 |
+15,070 |
+15.32% |
| Zurcher Kantonalbank Zurich Cantonalbank |
216,760 |
248,905 |
+32,145 |
+14.83% |
| Eagle Rock Investment Company LLC |
5,175 |
5,925 |
+750 |
+14.49% |
| Lake Street Financial LLC |
4,014 |
4,584 |
+570 |
+14.20% |
| Fifth Third Wealth Advisors LLC |
6,090 |
6,942 |
+852 |
+13.99% |
| Cullinan Associates Inc. |
36,836 |
41,983 |
+5,147 |
+13.97% |
| Cornerstone Wealth Management LLC |
3,507 |
3,984 |
+477 |
+13.60% |
| Dakota Wealth Management |
53,518 |
60,792 |
+7,274 |
+13.59% |
| Washburn Capital Management Inc. |
2,765 |
3,137 |
+372 |
+13.45% |
| Mogy Joel R Investment Counsel Inc. |
1,060 |
1,200 |
+140 |
+13.21% |
| CWM LLC |
48,288 |
54,662 |
+6,374 |
+13.20% |
| Veriti Management LLC |
13,455 |
15,225 |
+1,770 |
+13.15% |
| Tower Wealth Partners Inc. |
922 |
1,043 |
+121 |
+13.12% |
| CRA Financial Services LLC |
3,868 |
4,368 |
+500 |
+12.93% |
| Secure Asset Management LLC |
1,177 |
1,328 |
+151 |
+12.83% |
| Schear Investment Advisers LLC |
4,889 |
5,516 |
+627 |
+12.82% |
| Harbor Investment Advisory LLC |
2,221 |
2,495 |
+274 |
+12.34% |
| Northwest Bancshares Inc. |
1,282 |
1,438 |
+156 |
+12.17% |
| Citizens Business Bank |
993 |
1,113 |
+120 |
+12.08% |
| Global Trust Asset Management LLC |
8,409 |
9,413 |
+1,004 |
+11.94% |
| Kohmann Bosshard Financial Services LLC |
1,575 |
1,762 |
+187 |
+11.87% |
| Lodestar Private Asset Management LLC |
830 |
927 |
+97 |
+11.69% |
| Occidental Asset Management LLC |
8,874 |
9,869 |
+995 |
+11.21% |
| OneAscent Financial Services LLC |
10,139 |
11,265 |
+1,126 |
+11.11% |
| Wedmont Private Capital |
5,834 |
6,474 |
+640 |
+10.97% |
| Parkside Financial Bank & Trust |
5,053 |
5,606 |
+553 |
+10.94% |
| Investment Advisory Services Inc. TX ADV |
1,297 |
1,438 |
+141 |
+10.87% |
| Aspire Private Capital LLC |
2,669 |
2,959 |
+290 |
+10.87% |
| BEAM Asset Management LLC |
829 |
919 |
+90 |
+10.86% |
| Charter Oak Capital Management LLC |
1,549 |
1,710 |
+161 |
+10.39% |
| MinichMacGregor Wealth Management LLC |
1,042 |
1,146 |
+104 |
+9.98% |
| TFC Financial Management |
31 |
34 |
+3 |
+9.68% |
| Borer Denton & Associates Inc. |
812 |
890 |
+78 |
+9.61% |
| Cooper Financial Group |
4,313 |
4,722 |
+409 |
+9.48% |
| Aprio Wealth Management LLC |
811 |
884 |
+73 |
+9.00% |
| Well Done LLC |
2,685 |
2,926 |
+241 |
+8.98% |
| Greenleaf Trust |
15,972 |
17,403 |
+1,431 |
+8.96% |
| Collective Family Office LLC |
771 |
840 |
+69 |
+8.95% |
| Iron Horse Wealth Management LLC |
116 |
126 |
+10 |
+8.62% |
| Stratos Wealth Partners LTD. |
15,010 |
16,267 |
+1,257 |
+8.37% |
| Bill Few Associates Inc. |
2,547 |
2,759 |
+212 |
+8.32% |
| MJP Associates Inc. ADV |
819 |
887 |
+68 |
+8.30% |
| Turtle Creek Wealth Advisors LLC |
15,866 |
17,155 |
+1,289 |
+8.12% |
| Capital Advisors Inc. OK |
2,578 |
2,785 |
+207 |
+8.03% |
| Bremer Bank National Association |
1,117 |
1,206 |
+89 |
+7.97% |
| Capital Advisors Ltd. LLC |
166 |
179 |
+13 |
+7.83% |
| Accel Wealth Management |
923 |
995 |
+72 |
+7.80% |
| Miracle Mile Advisors LLC |
4,333 |
4,667 |
+334 |
+7.71% |
| Acorn Wealth Advisors LLC |
3,963 |
4,264 |
+301 |
+7.60% |
| GHP Investment Advisors Inc. |
2,034 |
2,188 |
+154 |
+7.57% |
| Nations Financial Group Inc. IA ADV |
5,243 |
5,639 |
+396 |
+7.55% |
| Strategic Planning Group LLC |
5,910 |
6,355 |
+445 |
+7.53% |
| American Institute for Advanced Investment Management LLP |
870 |
935 |
+65 |
+7.47% |
| Crane Advisory LLC |
944 |
1,014 |
+70 |
+7.42% |
| Versant Capital Management Inc |
447 |
480 |
+33 |
+7.38% |
| Allworth Financial LP |
21,239 |
22,795 |
+1,556 |
+7.33% |
| SJS Investment Consulting Inc. |
1,276 |
1,369 |
+93 |
+7.29% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
991 |
1,063 |
+72 |
+7.27% |
| Meridian Wealth Management LLC |
34,680 |
37,201 |
+2,521 |
+7.27% |
| High Net Worth Advisory Group LLC |
3,377 |
3,617 |
+240 |
+7.11% |
| RDA Financial Network |
2,604 |
2,788 |
+184 |
+7.07% |
| Everett Harris & Co. CA |
3,533 |
3,780 |
+247 |
+6.99% |
| Townsend Asset Management Corp NC ADV |
2,019 |
2,160 |
+141 |
+6.98% |
| Trifecta Capital Advisors LLC |
17,757 |
18,986 |
+1,229 |
+6.92% |
| Silvia Mccoll Wealth Management LLC |
1,704 |
1,822 |
+118 |
+6.92% |
| Van ECK Associates Corp |
75,101 |
80,278 |
+5,177 |
+6.89% |
| Ellenbecker Investment Group |
901 |
963 |
+62 |
+6.88% |
| Compton Wealth Advisory Group LLC |
6,274 |
6,693 |
+419 |
+6.68% |
| Vanguard Capital Wealth Advisors |
3,221 |
3,434 |
+213 |
+6.61% |
| Latitude Advisors LLC |
1,923 |
2,048 |
+125 |
+6.50% |
| Sivia Capital Partners LLC |
896 |
954 |
+58 |
+6.47% |
| Traveka Wealth LLC |
1,044 |
1,109 |
+65 |
+6.23% |
| Aaron Wealth Advisors |
4,446 |
4,721 |
+275 |
+6.19% |
| Essex Financial Services Inc. |
11,441 |
12,148 |
+707 |
+6.18% |
| HB Wealth Management LLC |
35,082 |
37,139 |
+2,057 |
+5.86% |
| Capital Investment Advisory Services LLC |
4,512 |
4,773 |
+261 |
+5.78% |
| Epic Trust Investment Advisors LLC |
1,258 |
1,330 |
+72 |
+5.72% |
| Valley Brook Capital Group |
7,200 |
7,605 |
+405 |
+5.62% |
| Relyea Zuckerberg Hanson LLC |
1,358 |
1,432 |
+74 |
+5.45% |
| Constitution Capital LLC |
1,900 |
2,000 |
+100 |
+5.26% |
| Drive Wealth Management LLC |
2,601 |
2,736 |
+135 |
+5.19% |
| RFG Advisory LLC |
6,452 |
6,783 |
+331 |
+5.13% |
| PDS Planning Inc |
2,115 |
2,223 |
+108 |
+5.11% |
| Smith Chas P & Associates PA Cpas |
1,397 |
1,467 |
+70 |
+5.01% |
| Wells Trecaso Financial Group LLC |
15,084 |
15,835 |
+751 |
+4.98% |
| Fragasso Group Inc. |
706 |
741 |
+35 |
+4.96% |
| Chicago Partners Investment Group LLC |
1,869 |
1,958 |
+89 |
+4.76% |
| Pallas Capital Advisors LLC |
16,328 |
17,104 |
+776 |
+4.75% |
| Thrive Wealth Management LLC |
1,768 |
1,851 |
+83 |
+4.69% |
| Fundamentun LLC |
3,241 |
3,392 |
+151 |
+4.66% |
| Eudaimonia Advisors LLC |
1,223 |
1,279 |
+56 |
+4.58% |
| Crown Wealth Group LLC |
796 |
832 |
+36 |
+4.52% |
| Massachusetts Wealth Management |
6,227 |
6,502 |
+275 |
+4.42% |
| Banque Cantonale Vaudoise |
26,324 |
27,476 |
+1,152 |
+4.38% |
| Woodward Diversified Capital LLC |
4,210 |
4,394 |
+184 |
+4.37% |
| Smith Anglin Financial LLC |
1,823 |
1,902 |
+79 |
+4.33% |
| Perfromance Wealth Partners LLC |
18,696 |
19,500 |
+804 |
+4.30% |
| J.W. Cole Advisors Inc. |
8,573 |
8,932 |
+359 |
+4.19% |
| WASHINGTON TRUST Co |
4,274 |
4,452 |
+178 |
+4.16% |
| Farmers Trust Co. |
4,490 |
4,675 |
+185 |
+4.12% |
| Equitable Trust Co. |
14,960 |
15,575 |
+615 |
+4.11% |
| United Capital Management of KS Inc. |
27,693 |
28,821 |
+1,128 |
+4.07% |
| Sunbelt Securities Inc. |
3,723 |
3,874 |
+151 |
+4.06% |
| Claris Advisors LLC MO |
2,316 |
2,410 |
+94 |
+4.06% |
| Finer Wealth Management Inc. |
9,775 |
10,170 |
+395 |
+4.04% |
| Gulf International Bank UK Ltd |
42,353 |
44,044 |
+1,691 |
+3.99% |
| Southland Equity Partners LLC |
754 |
784 |
+30 |
+3.98% |
| GPS Wealth Strategies Group LLC |
4,922 |
5,117 |
+195 |
+3.96% |
| Natixis Advisors L.P. |
258,723 |
268,938 |
+10,215 |
+3.95% |
| Main Street Research LLC |
86,303 |
89,665 |
+3,362 |
+3.90% |
| Valley National Advisers Inc. |
1,441 |
1,496 |
+55 |
+3.82% |
| SOA Wealth Advisors LLC. |
105 |
109 |
+4 |
+3.81% |
| Cullen Investment Group LTD. |
8,627 |
8,953 |
+326 |
+3.78% |
| BlueSky Wealth Advisors LLC |
2,415 |
2,506 |
+91 |
+3.77% |
| Franklin Street Advisors Inc. NC |
7,005 |
7,265 |
+260 |
+3.71% |
| Seascape Capital Management |
13,341 |
13,836 |
+495 |
+3.71% |
| Centric Wealth Management |
893 |
926 |
+33 |
+3.70% |
| Chicago Capital LLC |
13,767 |
14,267 |
+500 |
+3.63% |
| BNC Wealth Management LLC |
7,103 |
7,361 |
+258 |
+3.63% |
| Lindbrook Capital LLC |
5,540 |
5,736 |
+196 |
+3.54% |
| Hengehold Capital Management LLC |
1,062 |
1,099 |
+37 |
+3.48% |
| Sovereign Financial Group Inc. |
1,750 |
1,810 |
+60 |
+3.43% |
| Principal Financial Group Inc. |
727,853 |
752,651 |
+24,798 |
+3.41% |
| Allen Capital Group LLC |
4,409 |
4,557 |
+148 |
+3.36% |
| Woodmont Investment Counsel LLC |
5,050 |
5,219 |
+169 |
+3.35% |
| Fifth Third Bancorp |
485,869 |
502,108 |
+16,239 |
+3.34% |
| Exchange Capital Management Inc. |
984 |
1,016 |
+32 |
+3.25% |
| Brookstone Capital Management |
30,863 |
31,859 |
+996 |
+3.23% |
| Legacy CG LLC |
14,814 |
15,289 |
+475 |
+3.21% |
| IVC Wealth Advisors LLC |
4,004 |
4,131 |
+127 |
+3.17% |
| Zullo Investment Group Inc. |
1,840 |
1,898 |
+58 |
+3.15% |
| AustralianSuper Pty Ltd |
18,429 |
19,001 |
+572 |
+3.10% |
| PBMares Wealth Management LLC |
1,711 |
1,763 |
+52 |
+3.04% |
| Kowal Investment Group LLC |
4,088 |
4,212 |
+124 |
+3.03% |
| Dynamic Advisor Solutions LLC |
23,095 |
23,767 |
+672 |
+2.91% |
| Austin Private Wealth LLC |
1,473 |
1,515 |
+42 |
+2.85% |
| Walter & Keenan Financial Consulting Co. MI ADV |
1,760 |
1,810 |
+50 |
+2.84% |
| Cahaba Wealth Management Inc. |
2,219 |
2,282 |
+63 |
+2.84% |
| Brown Advisory Inc. |
85,363 |
87,708 |
+2,345 |
+2.75% |
| Founders Financial Securities LLC |
3,571 |
3,669 |
+98 |
+2.74% |
| Kathmere Capital Management LLC |
936 |
961 |
+25 |
+2.67% |
| Pinnacle Financial Partners Inc. |
17,467 |
17,928 |
+461 |
+2.64% |
| Montecito Bank & Trust |
3,152 |
3,235 |
+83 |
+2.63% |
| Perigon Wealth Management LLC |
23,174 |
23,779 |
+605 |
+2.61% |
| Security National Bank |
3,882 |
3,983 |
+101 |
+2.60% |
| International Assets Investment Management LLC |
5,053 |
5,180 |
+127 |
+2.51% |
| Schnieders Capital Management LLC |
10,009 |
10,259 |
+250 |
+2.50% |
| Liberty One Investment Management LLC |
12,738 |
13,055 |
+317 |
+2.49% |
| Valeo Financial Advisors LLC |
20,330 |
20,824 |
+494 |
+2.43% |
| Patrick M Sweeney & Associates Inc. |
3,607 |
3,693 |
+86 |
+2.38% |
| Beech Hill Advisors Inc. |
4,250 |
4,350 |
+100 |
+2.35% |
| Wealthfront Advisers LLC |
54,105 |
55,378 |
+1,273 |
+2.35% |
| Nilsine Partners LLC |
8,724 |
8,929 |
+205 |
+2.35% |
| Mayfair Advisory Group LLC |
934 |
955 |
+21 |
+2.25% |
| Northwest Investment Counselors LLC |
21,463 |
21,918 |
+455 |
+2.12% |
| Davis Investment Partners LLC |
1,424 |
1,454 |
+30 |
+2.11% |
| StoneX Group Inc. |
12,474 |
12,731 |
+257 |
+2.06% |
| Regatta Capital Group LLC |
1,172 |
1,196 |
+24 |
+2.05% |
| First Pacific Financial |
149 |
152 |
+3 |
+2.01% |
| Roman Butler Fullerton & Co. |
4,206 |
4,290 |
+84 |
+2.00% |
| Benjamin F. Edwards & Company Inc. |
24,578 |
25,068 |
+490 |
+1.99% |
| Global Retirement Partners LLC |
18,867 |
19,234 |
+367 |
+1.95% |
| Mayflower Financial Advisors LLC |
4,047 |
4,126 |
+79 |
+1.95% |
| Range Financial Group LLC |
1,953 |
1,991 |
+38 |
+1.95% |
| Trust Point Inc. |
5,141 |
5,239 |
+98 |
+1.91% |
| Spire Wealth Management |
13,721 |
13,980 |
+259 |
+1.89% |
| Heartwood Wealth Advisors LLC |
2,704 |
2,754 |
+50 |
+1.85% |
| CVA Family Office LLC |
2,881 |
2,934 |
+53 |
+1.84% |
| waypoint wealth counsel |
828 |
843 |
+15 |
+1.81% |
| Tyche Wealth Partners LLC |
6,712 |
6,832 |
+120 |
+1.79% |
| Waypoint Capital Advisors LLC |
1,355 |
1,379 |
+24 |
+1.77% |
| Financial Advisory Service Inc. |
12,104 |
12,314 |
+210 |
+1.73% |
| Kovack Advisors Inc. |
5,182 |
5,271 |
+89 |
+1.72% |
| Carmel Capital Partners LLC |
873 |
888 |
+15 |
+1.72% |
| North Star Investment Management Corp. |
14,802 |
15,031 |
+229 |
+1.55% |
| Covenant Asset Management LLC |
3,500 |
3,554 |
+54 |
+1.54% |
| Avitas Wealth Management LLC |
9,123 |
9,263 |
+140 |
+1.53% |
| Optimum Investment Advisors |
4,736 |
4,808 |
+72 |
+1.52% |
| JJJ Advisors Inc. |
329 |
334 |
+5 |
+1.52% |
| ZWJ Investment Counsel Inc. |
3,983 |
4,043 |
+60 |
+1.51% |
| L.M. Kohn & Company |
1,950 |
1,979 |
+29 |
+1.49% |
| Jackson Square Capital LLC |
12,592 |
12,780 |
+188 |
+1.49% |
| Capital Investment Advisors LLC |
38,172 |
38,730 |
+558 |
+1.46% |
| Foster Group Inc. |
957 |
971 |
+14 |
+1.46% |
| Norwood Financial Corp |
4,145 |
4,204 |
+59 |
+1.42% |
| Pinnacle Wealth Management Advisory Group LLC |
3,553 |
3,603 |
+50 |
+1.41% |
| Bell Bank |
1,500 |
1,521 |
+21 |
+1.40% |
| Checchi Capital Advisers LLC |
6,137 |
6,223 |
+86 |
+1.40% |
| Means Investment CO. Inc. |
3,055 |
3,096 |
+41 |
+1.34% |
| American National Bank |
24,533 |
24,862 |
+329 |
+1.34% |
| Parsons Capital Management Inc. RI |
39,237 |
39,759 |
+522 |
+1.33% |
| Modus Advisors LLC |
11,060 |
11,200 |
+140 |
+1.27% |
| Register Financial Advisors LLC |
1,109 |
1,123 |
+14 |
+1.26% |
| McGuire Investment Group LLC |
22,209 |
22,475 |
+266 |
+1.20% |
| Commonwealth Equity Services LLC |
437,702 |
442,913 |
+5,211 |
+1.19% |
| Worth Financial Advisory Group LLC |
2,355 |
2,383 |
+28 |
+1.19% |
| Union Savings Bank |
1,808 |
1,829 |
+21 |
+1.16% |
| LifeSteps Financial Inc. |
1,759 |
1,779 |
+20 |
+1.14% |
| IAM Advisory LLC |
3,939 |
3,984 |
+45 |
+1.14% |
| Summit Financial LLC |
10,963 |
11,086 |
+123 |
+1.12% |
| K.J. Harrison & Partners Inc |
4,000 |
4,044 |
+44 |
+1.10% |
| LS Investment Advisors LLC |
38,856 |
39,250 |
+394 |
+1.01% |
| BCM Advisors LLC |
7,000 |
7,070 |
+70 |
+1.00% |
| RMR Wealth Builders |
2,330 |
2,352 |
+22 |
+0.94% |
| Applied Capital LLC FL |
12,248 |
12,363 |
+115 |
+0.94% |
| Traynor Capital Management Inc. |
10,558 |
10,655 |
+97 |
+0.92% |
| Nadler Financial Group Inc. |
1,433 |
1,446 |
+13 |
+0.91% |
| Ellsworth Advisors LLC |
35,904 |
36,216 |
+312 |
+0.87% |
| Catalyst Financial Partners LLC |
4,295 |
4,332 |
+37 |
+0.86% |
| Aua Capital Management LLC |
1,170 |
1,180 |
+10 |
+0.85% |
| NorthCrest Asset Manangement LLC |
71,758 |
72,369 |
+611 |
+0.85% |
| Financial Enhancement Group LLC |
719 |
725 |
+6 |
+0.83% |
| Mustard Seed Financial LLC |
1,836 |
1,849 |
+13 |
+0.71% |
| Regent Peak Wealth Advisors LLC |
1,568 |
1,579 |
+11 |
+0.70% |
| Cottage Street Advisors LLC |
5,717 |
5,756 |
+39 |
+0.68% |
| Sterling Investment Counsel LLC |
734 |
739 |
+5 |
+0.68% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,063 |
1,070 |
+7 |
+0.66% |
| Firethorn Wealth Partners LLC |
1,825 |
1,837 |
+12 |
+0.66% |
| Busey Wealth Management |
78,134 |
78,642 |
+508 |
+0.65% |
| Warren Street Wealth Advisors LLC |
1,535 |
1,545 |
+10 |
+0.65% |
| Benin Management CORP |
3,029 |
3,048 |
+19 |
+0.63% |
| New Century Financial Group LLC |
1,735 |
1,746 |
+11 |
+0.63% |
| WFA Asset Management Corp |
163 |
164 |
+1 |
+0.61% |
| Holland Advisory Services Inc. |
856 |
861 |
+5 |
+0.58% |
| CHURCHILL MANAGEMENT Corp |
20,997 |
21,116 |
+119 |
+0.57% |
| Whitener Capital Management Inc. |
11,790 |
11,854 |
+64 |
+0.54% |
| Welch Group LLC |
34,760 |
34,949 |
+189 |
+0.54% |
| Steigerwald Gordon & Koch Inc. |
3,503 |
3,522 |
+19 |
+0.54% |
| Duncker Streett & Co. Inc. |
401 |
403 |
+2 |
+0.50% |
| Drexel Morgan & Co. |
27,746 |
27,886 |
+140 |
+0.50% |
| E&G Advisors LP |
2,400 |
2,412 |
+12 |
+0.50% |
| Atwater Malick LLC |
42,466 |
42,679 |
+213 |
+0.50% |
| Norway Savings Bank |
4,480 |
4,502 |
+22 |
+0.49% |
| Tradewinds Capital Management LLC |
422 |
424 |
+2 |
+0.47% |
| Farmers & Merchants Investments Inc. |
26,603 |
26,722 |
+119 |
+0.45% |
| Thomasville National Bank |
3,587 |
3,603 |
+16 |
+0.45% |
| Bray Capital Advisors |
222 |
223 |
+1 |
+0.45% |
| Shepherd Financial Partners LLC |
5,576 |
5,601 |
+25 |
+0.45% |
| Stillwater Capital Advisors LLC |
40,880 |
41,057 |
+177 |
+0.43% |
| Strategic Blueprint LLC |
4,371 |
4,390 |
+19 |
+0.43% |
| McLean Asset Management Corp |
695 |
698 |
+3 |
+0.43% |
| Fingerlakes Wealth Management Inc. |
1,382 |
1,388 |
+6 |
+0.43% |
| Mirae Asset Global Investments Co. Ltd. |
136,245 |
136,815 |
+570 |
+0.42% |
| Strategic Equity Management |
1,498 |
1,504 |
+6 |
+0.40% |
| Onyx Financial Advisors LLC |
1,031 |
1,035 |
+4 |
+0.39% |
| Leavell Investment Management Inc. |
11,709 |
11,753 |
+44 |
+0.38% |
| Webster Bank N. A. |
14,563 |
14,619 |
+56 |
+0.38% |
| Regions Financial Corp |
92,574 |
92,926 |
+352 |
+0.38% |
| CAP Partners LLC |
810 |
813 |
+3 |
+0.37% |
| Bridge Advisory LLC |
824 |
827 |
+3 |
+0.36% |
| Requisite Capital Management LLC |
860 |
863 |
+3 |
+0.35% |
| Verum Partners LLC |
854 |
857 |
+3 |
+0.35% |
| Northwest Quadrant Wealth Management LLC |
4,376 |
4,391 |
+15 |
+0.34% |
| WealthBridge Capital Management LLC |
888 |
891 |
+3 |
+0.34% |
| O ROURKE & COMPANY Inc |
916 |
919 |
+3 |
+0.33% |
| S.A. Mason LLC |
1,000 |
1,003 |
+3 |
+0.30% |
| Tennessee Valley Asset Management Partners |
1,647 |
1,652 |
+5 |
+0.30% |
| Cookson Peirce & Co. Inc. |
5,257 |
5,272 |
+15 |
+0.29% |
| Peterson Wealth Advisors LLC |
1,044 |
1,047 |
+3 |
+0.29% |
| Private Trust Co. NA |
10,665 |
10,695 |
+30 |
+0.28% |
| Arcus Capital Partners LLC |
748 |
750 |
+2 |
+0.27% |
| Czech National Bank |
89,363 |
89,574 |
+211 |
+0.24% |
| Maryland State Retirement & Pension System |
39,779 |
39,863 |
+84 |
+0.21% |
| Horst & Graben Wealth Management LLC |
1,862 |
1,866 |
+4 |
+0.21% |
| Community Bank & Trust Waco Texas |
25,756 |
25,807 |
+51 |
+0.20% |
| Compass Financial Group INC SD |
1,072 |
1,074 |
+2 |
+0.19% |
| JB Capital LLC |
1,142 |
1,144 |
+2 |
+0.18% |
| Security Financial Services INC. |
3,310 |
3,316 |
+6 |
+0.18% |
| Migdal Insurance & Financial Holdings Ltd. |
1,160 |
1,162 |
+2 |
+0.17% |
| Threadgill Financial LLC |
2,982 |
2,987 |
+5 |
+0.17% |
| Cortland Associates Inc. MO |
1,341 |
1,343 |
+2 |
+0.15% |
| Patten Group Inc. |
1,974 |
1,977 |
+3 |
+0.15% |
| Chatham Capital Group Inc. |
695 |
696 |
+1 |
+0.14% |
| Bensler LLC |
2,087 |
2,090 |
+3 |
+0.14% |
| Disciplined Investments LLC |
778 |
779 |
+1 |
+0.13% |
| YHB Investment Advisors Inc. |
1,692 |
1,694 |
+2 |
+0.12% |
| Sweet Financial Partners LLC |
1,624 |
1,626 |
+2 |
+0.12% |
| Investment Partners LTD. |
3,644 |
3,648 |
+4 |
+0.11% |
| Dumont & Blake Investment Advisors LLC |
3,499 |
3,503 |
+4 |
+0.11% |
| Allen Mooney & Barnes Investment Advisors LLC |
2,789 |
2,792 |
+3 |
+0.11% |
| Sigma Investment Counselors Inc. |
25,991 |
26,015 |
+24 |
+0.09% |
| Eagle Wealth Strategies LLC |
1,165 |
1,166 |
+1 |
+0.09% |
| Legacy Bridge LLC |
7,130 |
7,136 |
+6 |
+0.08% |
| Quad Cities Investment Group LLC |
3,954 |
3,957 |
+3 |
+0.08% |
| Stonegate Investment Group LLC |
5,988 |
5,993 |
+5 |
+0.08% |
| Sugarloaf Wealth Management LLC |
1,427 |
1,428 |
+1 |
+0.07% |
| Center For Asset Management LLC |
1,494 |
1,495 |
+1 |
+0.07% |
| Accurate Wealth Management LLC |
5,378 |
5,382 |
+4 |
+0.07% |
| SignalPoint Asset Management LLC |
3,166 |
3,168 |
+2 |
+0.06% |
| Benchmark Wealth Management LLC |
1,783 |
1,784 |
+1 |
+0.06% |
| Lakeside Advisors INC. |
1,781 |
1,782 |
+1 |
+0.06% |
| River Street Advisors LLC |
8,962 |
8,967 |
+5 |
+0.06% |
| Carmichael Hill & Associates Inc. |
1,938 |
1,939 |
+1 |
+0.05% |
| Proequities Inc. |
5,362 |
5,364 |
+2 |
+0.04% |
| Hunter Associates Investment Management LLC |
2,426 |
2,427 |
+1 |
+0.04% |
| Joel Isaacson & Co. LLC |
2,732 |
2,733 |
+1 |
+0.04% |
| Compass Ion Advisors LLC |
2,838 |
2,839 |
+1 |
+0.04% |
| Wealth Effects LLC |
3,208 |
3,209 |
+1 |
+0.03% |
| Sapient Capital LLC |
12,700 |
12,702 |
+2 |
+0.02% |
| Oak Harbor Wealth Partners LLC |
17,727 |
17,729 |
+2 |
+0.01% |
| 13F Filers Reporting New Positions In CAT |
|---|
| Altfest L J & Co. Inc. |
0 |
630 |
+630 |
+100% |
| Orrstown Financial Services Inc. |
0 |
1,360 |
+1,360 |
+100% |
| Meritage Portfolio Management |
0 |
568 |
+568 |
+100% |
| Schaper Benz & Wise Investment Counsel Inc. WI |
0 |
744 |
+744 |
+100% |
| Sanders Morris Harris LLC |
0 |
1,775 |
+1,775 |
+100% |
| Fidelity D & D Bancorp Inc. |
0 |
576 |
+576 |
+100% |
| Bourne Lent Asset Management Inc. |
0 |
618 |
+618 |
+100% |
| Seizert Capital Partners LLC |
0 |
9,467 |
+9,467 |
+100% |
| Rational Advisors LLC |
0 |
155 |
+155 |
+100% |
| Thompson Investment Management Inc. |
0 |
75 |
+75 |
+100% |
| Buffington Mohr McNeal |
0 |
625 |
+625 |
+100% |
| Westend Capital Management LLC |
0 |
14 |
+14 |
+100% |
| Contravisory Investment Management Inc. |
0 |
1,245 |
+1,245 |
+100% |
| Merrion Investment Management Co LLC |
0 |
1,000 |
+1,000 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
98,527 |
+98,527 |
+100% |
| Simplex Trading LLC |
0 |
6,779 |
+6,779 |
+100% |
| Renaissance Investment Group LLC |
0 |
563 |
+563 |
+100% |
| Vantage Investment Partners LLC |
0 |
34,937 |
+34,937 |
+100% |
| Lbmc Investment Advisors LLC |
0 |
1,036 |
+1,036 |
+100% |
| CORDA Investment Management LLC. |
0 |
3,243 |
+3,243 |
+100% |
| Osher Van de Voorde Investment Management |
0 |
600 |
+600 |
+100% |
| Arbor Investment Advisors LLC |
0 |
645 |
+645 |
+100% |
| Riverview Trust Co |
0 |
485 |
+485 |
+100% |
| Friedenthal Financial |
0 |
140 |
+140 |
+100% |
| Eagle Capital Management LLC LA |
0 |
679 |
+679 |
+100% |
| Burt Wealth Advisors |
0 |
624 |
+624 |
+100% |
| Inspirion Wealth Advisors LLC |
0 |
560 |
+560 |
+100% |
| Steele Capital Management Inc. |
0 |
637 |
+637 |
+100% |
| Pegasus Partners Ltd. |
0 |
554 |
+554 |
+100% |
| Klingman & Associates LLC |
0 |
648 |
+648 |
+100% |
| Peak Financial Management Inc. |
0 |
600 |
+600 |
+100% |
| Sloy Dahl & Holst LLC |
0 |
566 |
+566 |
+100% |
| First Bank & Trust |
0 |
716 |
+716 |
+100% |
| McAdam LLC |
0 |
633 |
+633 |
+100% |
| Omnia Family Wealth LLC |
0 |
572 |
+572 |
+100% |
| SpiderRock Advisors LLC |
0 |
29,097 |
+29,097 |
+100% |
| Parisi Gray Wealth Management |
0 |
771 |
+771 |
+100% |
| Nova R Wealth Inc. |
0 |
588 |
+588 |
+100% |
| Baugh & Associates LLC |
0 |
600 |
+600 |
+100% |
| Vigilare Wealth Management |
0 |
650 |
+650 |
+100% |
| Towerpoint Wealth LLC |
0 |
608 |
+608 |
+100% |
| D. B. Root & Company LLC |
0 |
744 |
+744 |
+100% |
| Q3 Asset Management |
0 |
843 |
+843 |
+100% |
| Stokes Capital Advisors LLC |
0 |
815 |
+815 |
+100% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
0 |
670 |
+670 |
+100% |
| Insight Wealth Strategies LLC |
0 |
5,823 |
+5,823 |
+100% |
| Valtinson Bruner Financial Planning LLC |
0 |
668 |
+668 |
+100% |
| Burkett Financial Services LLC |
0 |
40 |
+40 |
+100% |
| S.E.E.D. Planning Group LLC |
0 |
892 |
+892 |
+100% |
| Anderson Fisher LLC |
0 |
574 |
+574 |
+100% |
| UMA Financial Services Inc. |
0 |
680 |
+680 |
+100% |
| Platte River Wealth Advisors LLC |
0 |
1,035 |
+1,035 |
+100% |
| Revolve Wealth Partners LLC |
0 |
678 |
+678 |
+100% |
| TrueWealth Advisors LLC |
0 |
945 |
+945 |
+100% |
| Intelligence Driven Advisers LLC |
0 |
564 |
+564 |
+100% |
| KWB Wealth |
0 |
620 |
+620 |
+100% |
| Legacy Financial Group LLC |
0 |
707 |
+707 |
+100% |
| ForthRight Wealth Management LLC |
0 |
584 |
+584 |
+100% |
| Stableford Capital II LLC |
0 |
2,445 |
+2,445 |
+100% |
| Precision Wealth Strategies LLC |
0 |
592 |
+592 |
+100% |
| Keystone Wealth Services LLC |
0 |
669 |
+669 |
+100% |
| Strategic Financial Concepts LLC |
0 |
706 |
+706 |
+100% |
| Crestmont Private Wealth LLC |
0 |
629 |
+629 |
+100% |
| BayBridge Capital Group LLC |
0 |
1,414 |
+1,414 |
+100% |
| Amplius Wealth Advisors LLC |
0 |
563 |
+563 |
+100% |
| MKT Advisors LLC |
0 |
680 |
+680 |
+100% |
| Zimmermann Investment Management & Planning LLC |
0 |
573 |
+573 |
+100% |
| Yarger Wealth Strategies LLC |
0 |
550 |
+550 |
+100% |
| Ameliora Wealth Management Ltd. |
0 |
500 |
+500 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
129 |
+129 |
+100% |
| Simplicity Wealth LLC |
0 |
19,827 |
+19,827 |
+100% |
| FirstPurpose Wealth LLC |
0 |
580 |
+580 |
+100% |
| Clay Northam Wealth Management LLC |
0 |
639 |
+639 |
+100% |
| Worth Asset Management LLC |
0 |
6,843 |
+6,843 |
+100% |
| Sutton Place Investors LLC |
0 |
1,109 |
+1,109 |
+100% |
| Global Assets Advisory LLC |
0 |
21,824 |
+21,824 |
+100% |
| Vinland Capital Management Gestora de Recursos LTDA. |
0 |
4,277 |
+4,277 |
+100% |
| Swisher Financial Concepts Inc. |
0 |
693 |
+693 |
+100% |
| Phillips Wealth Planners LLC |
0 |
606 |
+606 |
+100% |
| GEM Asset Management LLC |
0 |
648 |
+648 |
+100% |
| Paul Damon & Associates Inc. |
0 |
561 |
+561 |
+100% |
| Dover Advisors LLC |
0 |
697 |
+697 |
+100% |
| Core Wealth Partners LLC |
0 |
609 |
+609 |
+100% |
| Park Edge Advisors LLC |
0 |
1,909 |
+1,909 |
+100% |
| Linden Thomas Advisory Services LLC |
0 |
4,674 |
+4,674 |
+100% |
| Werba Rubin Papier Wealth Management |
0 |
597 |
+597 |
+100% |
| PFG Investments LLC |
0 |
4,958 |
+4,958 |
+100% |
| Whitaker Myers Wealth Managers LTD. |
0 |
830 |
+830 |
+100% |
| Prairie Sky Financial Group LLC |
0 |
585 |
+585 |
+100% |
| Altiora Financial Group LLC |
0 |
598 |
+598 |
+100% |
| Norden Group LLC |
0 |
1,833 |
+1,833 |
+100% |
| Dechtman Wealth Management LLC |
0 |
655 |
+655 |
+100% |
| Opinicus Capital Inc. |
0 |
681 |
+681 |
+100% |
| ORBA Wealth Advisors L.L.C. |
0 |
628 |
+628 |
+100% |
| Focus Financial Network Inc. |
0 |
10,599 |
+10,599 |
+100% |
| Counterweight Ventures LLC |
0 |
4,739 |
+4,739 |
+100% |
| Foguth Wealth Management LLC. |
0 |
552 |
+552 |
+100% |
| Fairman Group LLC |
0 |
79 |
+79 |
+100% |
| Emprise Bank |
0 |
4,920 |
+4,920 |
+100% |
| McCarthy & Cox |
0 |
1,429 |
+1,429 |
+100% |
| Diversify Advisory Services LLC |
0 |
2,547 |
+2,547 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Stonebridge Capital Management Inc. |
12,722 |
12,722 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
18,385 |
18,385 |
UNCH |
0.00% |
| Rowland & Co. Investment Counsel ADV |
431 |
431 |
UNCH |
0.00% |
| Carret Asset Management LLC |
2,460 |
2,460 |
UNCH |
0.00% |
| Stewart & Patten Co. LLC |
756 |
756 |
UNCH |
0.00% |
| Braun Stacey Associates Inc. |
1,425 |
1,425 |
UNCH |
0.00% |
| Chapin Davis Inc. |
8,255 |
8,255 |
UNCH |
0.00% |
| Wendell David Associates Inc. |
1,653 |
1,653 |
UNCH |
0.00% |
| Barrett & Company Inc. |
282 |
282 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
14,612 |
14,612 |
UNCH |
0.00% |
| Monarch Capital Management Inc. |
1,317 |
1,317 |
UNCH |
0.00% |
| Smith Shellnut Wilson LLC ADV |
1,550 |
1,550 |
UNCH |
0.00% |
| Woodstock Corp |
2,555 |
2,555 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
189,940 |
189,940 |
UNCH |
0.00% |
| Edmp Inc. |
1,792 |
1,792 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
11,490 |
11,490 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
3,358 |
3,358 |
UNCH |
0.00% |
| Burns J W & Co. Inc. NY |
2,000 |
2,000 |
UNCH |
0.00% |
| Albion Financial Group UT |
23 |
23 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
500 |
500 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
20,539 |
20,539 |
UNCH |
0.00% |
| Mountain Pacific Investment Advisers Inc. ID |
1,858 |
1,858 |
UNCH |
0.00% |
| Forbes J M & Co. LLP |
1,307 |
1,307 |
UNCH |
0.00% |
| Baker Boyer National Bank |
1,801 |
1,801 |
UNCH |
0.00% |
| Birinyi Associates Inc. |
3,250 |
3,250 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
5,970 |
5,970 |
UNCH |
0.00% |
| Lynch & Associates IN |
702 |
702 |
UNCH |
0.00% |
| Proffitt & Goodson Inc. |
6 |
6 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
1,563 |
1,563 |
UNCH |
0.00% |
| Northern Oak Wealth Management Inc. |
1,159 |
1,159 |
UNCH |
0.00% |
| Greylin Investment Mangement Inc. |
1,050 |
1,050 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
1,363 |
1,363 |
UNCH |
0.00% |
| Alpine Woods Capital Investors LLC |
821 |
821 |
UNCH |
0.00% |
| Cumberland Advisors Inc. |
9,850 |
9,850 |
UNCH |
0.00% |
| Chickasaw Capital Management LLC |
1,500 |
1,500 |
UNCH |
0.00% |
| Beddow Capital Management Inc. |
1,050 |
1,050 |
UNCH |
0.00% |
| SeaBridge Investment Advisors LLC |
910 |
910 |
UNCH |
0.00% |
| America First Investment Advisors LLC |
192 |
192 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
468 |
468 |
UNCH |
0.00% |
| Mcdonald Partners LLC |
785 |
785 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
65 |
65 |
UNCH |
0.00% |
| Bangor Savings Bank |
1,169 |
1,169 |
UNCH |
0.00% |
| Guardian Investment Management |
5,287 |
5,287 |
UNCH |
0.00% |
| Penbrook Management LLC |
700 |
700 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
226 |
226 |
UNCH |
0.00% |
| Barton Investment Management |
753 |
753 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
1,280 |
1,280 |
UNCH |
0.00% |
| Cutter & CO Brokerage Inc. |
772 |
772 |
UNCH |
0.00% |
| Fruth Investment Management |
8,033 |
8,033 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Capstone Investment Advisors LLC |
91 |
91 |
UNCH |
0.00% |
| Palisade Asset Management LLC |
9,472 |
9,472 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
8,000 |
8,000 |
UNCH |
0.00% |
| Sageworth Trust Co |
710 |
710 |
UNCH |
0.00% |
| Thomas Story & Son LLC |
1,700 |
1,700 |
UNCH |
0.00% |
| Retirement Planning Group |
1,381 |
1,381 |
UNCH |
0.00% |
| Sequent Asset Management LLC |
5,375 |
5,375 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
1,011 |
1,011 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,400 |
1,400 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
976 |
976 |
UNCH |
0.00% |
| Macroview Investment Management LLC |
39 |
39 |
UNCH |
0.00% |
| JNBA Financial Advisors |
246 |
246 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
76 |
76 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
2,135 |
2,135 |
UNCH |
0.00% |
| D. Scott Neal Inc. |
7,549 |
7,549 |
UNCH |
0.00% |
| Bouchey Financial Group Ltd |
791 |
791 |
UNCH |
0.00% |
| Tarbox Family Office Inc. |
2,071 |
2,071 |
UNCH |
0.00% |
| Hamel Associates Inc. |
2,465 |
2,465 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
250 |
250 |
UNCH |
0.00% |
| Archford Capital Strategies LLC |
1,163 |
1,163 |
UNCH |
0.00% |
| Gemmer Asset Management LLC |
840 |
840 |
UNCH |
0.00% |
| Grassi Investment Management |
68,854 |
68,854 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
1,350 |
1,350 |
UNCH |
0.00% |
| Northside Capital Management LLC |
700 |
700 |
UNCH |
0.00% |
| Trust Co |
391 |
391 |
UNCH |
0.00% |
| First Personal Financial Services |
533 |
533 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
1,344 |
1,344 |
UNCH |
0.00% |
| Westhampton Capital LLC |
4,510 |
4,510 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
136 |
136 |
UNCH |
0.00% |
| Grove Bank & Trust |
1,525 |
1,525 |
UNCH |
0.00% |
| REDW Wealth LLC |
2,049 |
2,049 |
UNCH |
0.00% |
| Seelaus Asset Management LLC |
2,478 |
2,478 |
UNCH |
0.00% |
| Successful Portfolios LLC |
703 |
703 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
101 |
101 |
UNCH |
0.00% |
| Solstein Capital LLC |
4,214 |
4,214 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
1,076 |
1,076 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
3,523 |
3,523 |
UNCH |
0.00% |
| Grant Street Asset Management Inc. |
1,244 |
1,244 |
UNCH |
0.00% |
| Vishria Bird Financial Group LLC |
1,606 |
1,606 |
UNCH |
0.00% |
| Hurlow Wealth Management Group Inc. |
747 |
747 |
UNCH |
0.00% |
| Essex Savings Bank |
6,052 |
6,052 |
UNCH |
0.00% |
| Elwood & Goetz Wealth Advisory Group LLC |
1,916 |
1,916 |
UNCH |
0.00% |
| Selective Wealth Management Inc. |
1,104 |
1,104 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
15 |
15 |
UNCH |
0.00% |
| Bay Harbor Wealth Management LLC |
262 |
262 |
UNCH |
0.00% |
| Wesleyan Assurance Society |
101,079 |
101,079 |
UNCH |
0.00% |
| Your Advocates Ltd. LLP |
200 |
200 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
884 |
884 |
UNCH |
0.00% |
| BCS Wealth Management |
1,566 |
1,566 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
110 |
110 |
UNCH |
0.00% |
| Live Oak Private Wealth LLC |
4,081 |
4,081 |
UNCH |
0.00% |
| Atlas Private Wealth Management |
2,067 |
2,067 |
UNCH |
0.00% |
| SkyOak Wealth LLC |
1,079 |
1,079 |
UNCH |
0.00% |
| Key Financial Inc |
2,742 |
2,742 |
UNCH |
0.00% |
| Future Financial Wealth Managment LLC |
894 |
894 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
3,093 |
3,093 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
10 |
10 |
UNCH |
0.00% |
| TI Trust Inc. |
9,097 |
9,097 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
352 |
352 |
UNCH |
0.00% |
| Marks Group Wealth Management Inc |
2,234 |
2,234 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
40 |
40 |
UNCH |
0.00% |
| Trust Co of Kansas |
701 |
701 |
UNCH |
0.00% |
| Trinity Financial Advisors LLC |
1,700 |
1,700 |
UNCH |
0.00% |
| Rebalance LLC |
825 |
825 |
UNCH |
0.00% |
| AF Advisors Inc. |
2,060 |
2,060 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
50 |
50 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
187 |
187 |
UNCH |
0.00% |
| Birchcreek Wealth Management LLC |
1,354 |
1,354 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
74 |
74 |
UNCH |
0.00% |
| West Financial Advisors LLC |
103 |
103 |
UNCH |
0.00% |
| Elk River Wealth Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
5,011 |
5,011 |
UNCH |
0.00% |
| Bank of New Hampshire |
428 |
428 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
920 |
920 |
UNCH |
0.00% |
| Five Oceans Advisors |
1,192 |
1,192 |
UNCH |
0.00% |
| DB Fitzpatrick & Co Inc |
88 |
88 |
UNCH |
0.00% |
| McElhenny Sheffield Capital Management LLC |
2,050 |
2,050 |
UNCH |
0.00% |
| Kercheville Advisors LLC |
2,500 |
2,500 |
UNCH |
0.00% |
| Spring Capital Management LLC |
1,120 |
1,120 |
UNCH |
0.00% |
| Cross Staff Investments Inc |
7,104 |
7,104 |
UNCH |
0.00% |
| Mill Capital Management LLC |
9,737 |
9,737 |
UNCH |
0.00% |
| Keb Asset Management LLC |
1,179 |
1,179 |
UNCH |
0.00% |
| Eagle Bluffs Wealth Management LLC |
2,734 |
2,734 |
UNCH |
0.00% |
| Blodgett Wealth Advisors LLC |
841 |
841 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
54 |
54 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
290 |
290 |
UNCH |
0.00% |
| Next Level Private LLC |
1,220 |
1,220 |
UNCH |
0.00% |
| First International Bank & Trust |
725 |
725 |
UNCH |
0.00% |
| Red Tortoise LLC |
17 |
17 |
UNCH |
0.00% |
| Planning Center Inc. |
1,463 |
1,463 |
UNCH |
0.00% |
| 626 Financial LLC |
2,177 |
2,177 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
715 |
715 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
164 |
164 |
UNCH |
0.00% |
| Smallwood Wealth Investment Management LLC |
1,011 |
1,011 |
UNCH |
0.00% |
| Quantum Financial Advisors LLC |
1,552 |
1,552 |
UNCH |
0.00% |
| W Advisors LLC |
2,344 |
2,344 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
2,538 |
2,538 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
25 |
25 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
915 |
915 |
UNCH |
0.00% |
| Horizons Wealth Management |
211 |
211 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
133 |
133 |
UNCH |
0.00% |
| Axim Planning & Wealth |
800 |
800 |
UNCH |
0.00% |
| Daymark Wealth Partners LLC |
127,341 |
127,341 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
228 |
228 |
UNCH |
0.00% |
| Stephens Consulting LLC |
551 |
551 |
UNCH |
0.00% |
| Lam Group Inc. |
30 |
30 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
1,355 |
1,355 |
UNCH |
0.00% |
| HTG Investment Advisors Inc. |
914 |
914 |
UNCH |
0.00% |
| Breakwater Capital Group |
1,741 |
1,741 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
651 |
651 |
UNCH |
0.00% |
| Kaydan Wealth Management Inc. |
1,677 |
1,677 |
UNCH |
0.00% |
| Financial Freedom LLC |
415 |
415 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
4,785 |
4,785 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
165 |
165 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
445 |
445 |
UNCH |
0.00% |
| Arcataur Capital Management LLC |
1,659 |
1,659 |
UNCH |
0.00% |
| Armstrong Fleming & Moore Inc |
1,622 |
1,622 |
UNCH |
0.00% |
| Meritas Wealth Management LLC |
700 |
700 |
UNCH |
0.00% |
| CGC Financial Services LLC |
126 |
126 |
UNCH |
0.00% |
| Peoples Bank KS |
1,517 |
1,517 |
UNCH |
0.00% |
| Barlow Wealth Partners Inc. |
836 |
836 |
UNCH |
0.00% |
| Werlinich Asset Management LLC |
4,217 |
4,217 |
UNCH |
0.00% |
| Exchange Bank |
7,578 |
7,578 |
UNCH |
0.00% |
| Financial Perspectives Inc |
1,048 |
1,048 |
UNCH |
0.00% |
| HTLF Bank |
1,446 |
1,446 |
UNCH |
0.00% |
| Rockline Wealth Management LLC |
917 |
917 |
UNCH |
0.00% |
| Leibman Financial Services Inc. |
744 |
744 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
8 |
8 |
UNCH |
0.00% |
| Arbor Wealth Advisors LLC |
2,337 |
2,337 |
UNCH |
0.00% |
| Hara Capital LLC |
1,465 |
1,465 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
80 |
80 |
UNCH |
0.00% |
| Sachetta LLC |
163 |
163 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
88 |
88 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
9 |
9 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
169 |
169 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
3,498 |
3,498 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
1,863 |
1,863 |
UNCH |
0.00% |
| Ables Iannone Moore & Associates Inc. |
660 |
660 |
UNCH |
0.00% |
| 13F Filers Decreasing CAT Share Count |
|---|
| Retirement Group LLC |
19,011 |
544 |
-18,467 |
-97.14% |
| Monte Financial Group LLC |
15,714 |
1,564 |
-14,150 |
-90.05% |
| Princeton Global Asset Management LLC |
4,236 |
555 |
-3,681 |
-86.90% |
| Manchester Financial Inc. |
4,846 |
839 |
-4,007 |
-82.69% |
| ZRC Wealth Management LLC |
512 |
132 |
-380 |
-74.22% |
| Gradient Investments LLC |
4,180 |
1,133 |
-3,047 |
-72.89% |
| First Citizens Bank & Trust Co. |
12,615 |
3,959 |
-8,656 |
-68.62% |
| Farmers & Merchants Trust Co of Chambersburg PA |
75 |
25 |
-50 |
-66.67% |
| Silicon Valley Capital Partners |
424 |
143 |
-281 |
-66.27% |
| Jmac Enterprises LLC |
2,446 |
846 |
-1,600 |
-65.41% |
| Teamwork Financial Advisors LLC |
18,767 |
6,913 |
-11,854 |
-63.16% |
| Symphony Financial Ltd. Co. |
5,776 |
2,170 |
-3,606 |
-62.43% |
| Steel Peak Wealth Management LLC |
30,752 |
11,827 |
-18,925 |
-61.54% |
| Source Financial Advisors LLC |
2,086 |
848 |
-1,238 |
-59.35% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
1,397 |
570 |
-827 |
-59.20% |
| KG&L Capital Management LLC |
3,268 |
1,339 |
-1,929 |
-59.03% |
| BKM Wealth Management LLC |
495 |
210 |
-285 |
-57.58% |
| TKG Advisors LLC |
8,185 |
3,491 |
-4,694 |
-57.35% |
| G&S Capital LLC |
10,922 |
4,785 |
-6,137 |
-56.19% |
| MPS Loria Financial Planners LLC |
3,115 |
1,426 |
-1,689 |
-54.22% |
| LVM Capital Management Ltd. MI |
4,583 |
2,160 |
-2,423 |
-52.87% |
| Strategic Advisors LLC |
11,033 |
5,377 |
-5,656 |
-51.26% |
| Fortis Group Advisors LLC |
74 |
37 |
-37 |
-50.00% |
| Sage Investment Advisers LLC |
1,209 |
613 |
-596 |
-49.30% |
| Bordeaux Wealth Advisors LLC |
2,420 |
1,276 |
-1,144 |
-47.27% |
| KMG Fiduciary Partners LLC |
18,314 |
10,019 |
-8,295 |
-45.29% |
| Transform Wealth LLC |
14,139 |
7,741 |
-6,398 |
-45.25% |
| Factory Mutual Insurance Co. |
116,700 |
64,100 |
-52,600 |
-45.07% |
| WoodTrust Financial Corp |
1,000 |
556 |
-444 |
-44.40% |
| Bridges Investment Management Inc. |
4,535 |
2,535 |
-2,000 |
-44.10% |
| Delta Financial Group Inc. |
3,749 |
2,139 |
-1,610 |
-42.94% |
| AMF Pensionsforsakring AB |
139,532 |
79,649 |
-59,883 |
-42.92% |
| Janney Capital Management LLC |
77,468 |
44,854 |
-32,614 |
-42.10% |
| Everpar Advisors LLC |
2,304 |
1,415 |
-889 |
-38.59% |
| DekaBank Deutsche Girozentrale |
592,712 |
372,828 |
-219,884 |
-37.10% |
| Richelieu Gestion PLC |
9,450 |
5,958 |
-3,492 |
-36.95% |
| ARK Investment Management LLC |
65,864 |
42,616 |
-23,248 |
-35.30% |
| Country Trust Bank |
151,159 |
98,340 |
-52,819 |
-34.94% |
| Smith Group Asset Management LLC |
16,645 |
10,900 |
-5,745 |
-34.51% |
| Argus Investors Counsel Inc. |
6,600 |
4,355 |
-2,245 |
-34.02% |
| Olistico Wealth LLC |
2,130 |
1,430 |
-700 |
-32.86% |
| OLD Republic International Corporation |
262,000 |
177,000 |
-85,000 |
-32.44% |
| First Hawaiian Bank |
1,571 |
1,064 |
-507 |
-32.27% |
| Harel Insurance Investments & Financial Services Ltd. |
1,764 |
1,195 |
-569 |
-32.26% |
| Hodges Capital Management Inc. |
28,066 |
19,704 |
-8,362 |
-29.79% |
| PayPay Securities Corp |
17 |
12 |
-5 |
-29.41% |
| AdvisorNet Financial Inc |
3,309 |
2,343 |
-966 |
-29.19% |
| Appleton Partners Inc. MA |
2,652 |
1,895 |
-757 |
-28.54% |
| MCF Advisors LLC |
1,724 |
1,234 |
-490 |
-28.42% |
| Arlington Trust Co LLC |
53 |
38 |
-15 |
-28.30% |
| CAPROCK Group Inc. |
9,833 |
7,051 |
-2,782 |
-28.29% |
| Park Place Capital Corp |
154 |
111 |
-43 |
-27.92% |
| Kingswood Wealth Advisors LLC |
18,645 |
13,453 |
-5,192 |
-27.85% |
| Strategic Investment Advisors MI |
6,253 |
4,525 |
-1,728 |
-27.63% |
| Oxinas Partners Wealth Management LLC |
761 |
554 |
-207 |
-27.20% |
| First Financialcorp IN |
2,129 |
1,551 |
-578 |
-27.15% |
| FCG Investment Co |
4,009 |
2,927 |
-1,082 |
-26.99% |
| InTrack Investment Management Inc |
2,570 |
1,878 |
-692 |
-26.93% |
| Papp L Roy & Associates |
7,432 |
5,432 |
-2,000 |
-26.91% |
| Fulton Bank N.A. |
2,193 |
1,639 |
-554 |
-25.26% |
| Creative Financial Designs Inc. ADV |
14,722 |
11,036 |
-3,686 |
-25.04% |
| Apexium Financial LP |
1,414 |
1,075 |
-339 |
-23.97% |
| USA Financial Portformulas Corp |
1,290 |
986 |
-304 |
-23.57% |
| Little House Capital LLC |
7,068 |
5,420 |
-1,648 |
-23.32% |
| Willis Investment Counsel |
93,942 |
72,361 |
-21,581 |
-22.97% |
| California Public Employees Retirement System |
1,208,816 |
932,223 |
-276,593 |
-22.88% |
| Mather Group LLC. |
9,288 |
7,236 |
-2,052 |
-22.09% |
| Northcape Wealth Management LLC |
732 |
572 |
-160 |
-21.86% |
| Legacy Advisors LLC |
5,637 |
4,426 |
-1,211 |
-21.48% |
| Perpetual Ltd |
2,134 |
1,700 |
-434 |
-20.34% |
| Ashton Thomas Private Wealth LLC |
10,115 |
8,075 |
-2,040 |
-20.17% |
| LexAurum Advisors LLC |
4,086 |
3,284 |
-802 |
-19.63% |
| Highview Capital Management LLC DE |
1,260 |
1,020 |
-240 |
-19.05% |
| Ellis Investment Partners LLC |
10,778 |
8,770 |
-2,008 |
-18.63% |
| Rockland Trust Co. |
7,072 |
5,757 |
-1,315 |
-18.59% |
| Veracity Capital LLC |
3,573 |
2,917 |
-656 |
-18.36% |
| Octavia Wealth Advisors LLC |
1,036 |
849 |
-187 |
-18.05% |
| OLD National Bancorp IN |
19,602 |
16,116 |
-3,486 |
-17.78% |
| Hudson Valley Investment Advisors Inc. ADV |
3,161 |
2,609 |
-552 |
-17.46% |
| Aurum Wealth Management Group LLC |
3,214 |
2,660 |
-554 |
-17.24% |
| HF Advisory Group LLC |
903 |
750 |
-153 |
-16.94% |
| Hexagon Capital Partners LLC |
2,653 |
2,205 |
-448 |
-16.89% |
| PSI Advisors LLC |
2,664 |
2,216 |
-448 |
-16.82% |
| Exchange Traded Concepts LLC |
28,660 |
23,936 |
-4,724 |
-16.48% |
| SeaCrest Wealth Management LLC |
12,170 |
10,168 |
-2,002 |
-16.45% |
| Braun Bostich & Associates Inc. |
1,556 |
1,301 |
-255 |
-16.39% |
| Graphene Investments SAS |
11,100 |
9,300 |
-1,800 |
-16.22% |
| Burke & Herbert Bank & Trust Co. |
1,595 |
1,337 |
-258 |
-16.18% |
| MEMBERS Trust Co |
14,630 |
12,268 |
-2,362 |
-16.14% |
| Greenwood Capital Associates LLC |
1,352 |
1,134 |
-218 |
-16.12% |
| Lakeridge Wealth Management LLC |
2,039 |
1,713 |
-326 |
-15.99% |
| Amarillo National Bank |
5,070 |
4,267 |
-803 |
-15.84% |
| Mn Services Vermogensbeheer B.V. |
244,428 |
205,828 |
-38,600 |
-15.79% |
| Cutler Investment Counsel LLC |
79,051 |
66,899 |
-12,152 |
-15.37% |
| Bellevue Asset Management LLC |
125 |
106 |
-19 |
-15.20% |
| Summit Global Investments |
2,127 |
1,806 |
-321 |
-15.09% |
| Rakuten Securities Inc. |
326 |
277 |
-49 |
-15.03% |
| Tritonpoint Wealth LLC |
12,535 |
10,696 |
-1,839 |
-14.67% |
| Fortem Financial Group LLC |
3,081 |
2,630 |
-451 |
-14.64% |
| Piscataqua Savings Bank |
686 |
586 |
-100 |
-14.58% |
| Opal Wealth Advisors LLC |
2,490 |
2,130 |
-360 |
-14.46% |
| Soltis Investment Advisors LLC |
1,530 |
1,311 |
-219 |
-14.31% |
| Apella Capital LLC |
705 |
605 |
-100 |
-14.18% |
| McBroom & Associates LLC |
2,100 |
1,806 |
-294 |
-14.00% |
| Montis Financial LLC |
4,094 |
3,521 |
-573 |
-14.00% |
| Ferguson Wellman Capital Management Inc. |
28,699 |
24,705 |
-3,994 |
-13.92% |
| Meredith Wealth Planning |
1,369 |
1,180 |
-189 |
-13.81% |
| Atticus Wealth Management LLC |
356 |
307 |
-49 |
-13.76% |
| Amalgamated Bank |
125,790 |
108,866 |
-16,924 |
-13.45% |
| Ignite Planners LLC |
9,427 |
8,176 |
-1,251 |
-13.27% |
| Costello Asset Management INC |
3,583 |
3,108 |
-475 |
-13.26% |
| Bruce G. Allen Investments LLC |
413 |
360 |
-53 |
-12.83% |
| Rosenberg Matthew Hamilton |
1,384 |
1,207 |
-177 |
-12.79% |
| Ritholtz Wealth Management |
7,536 |
6,588 |
-948 |
-12.58% |
| Founders Capital Management |
249 |
219 |
-30 |
-12.05% |
| Mainstay Capital Management LLC ADV |
3,384 |
2,979 |
-405 |
-11.97% |
| Confluence Wealth Services Inc. |
4,299 |
3,785 |
-514 |
-11.96% |
| Peoples Financial Services CORP. |
3,310 |
2,919 |
-391 |
-11.81% |
| First Affirmative Financial Network |
750 |
664 |
-86 |
-11.47% |
| Wallace Advisory Group LLC |
1,054 |
934 |
-120 |
-11.39% |
| Conning Inc. |
133,826 |
118,580 |
-15,246 |
-11.39% |
| Hennessy Advisors Inc. |
10,600 |
9,400 |
-1,200 |
-11.32% |
| Ridgecrest Wealth Partners LLC |
2,225 |
1,975 |
-250 |
-11.24% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
3,746 |
3,325 |
-421 |
-11.24% |
| Bogart Wealth LLC |
45,165 |
40,140 |
-5,025 |
-11.13% |
| Viking Fund Management LLC |
4,500 |
4,000 |
-500 |
-11.11% |
| OFI Invest Asset Management |
234,299 |
208,919 |
-25,380 |
-10.83% |
| United Asset Strategies Inc. |
2,780 |
2,480 |
-300 |
-10.79% |
| Diversified Trust Co |
7,681 |
6,863 |
-818 |
-10.65% |
| Ronald Blue Trust Inc. |
16,572 |
14,821 |
-1,751 |
-10.57% |
| First Interstate Bank |
746 |
668 |
-78 |
-10.46% |
| Caldwell Sutter Capital Inc. |
12,130 |
10,894 |
-1,236 |
-10.19% |
| First PREMIER Bank |
885 |
795 |
-90 |
-10.17% |
| Callahan Advisors LLC |
64,158 |
57,698 |
-6,460 |
-10.07% |
| Orgel Wealth Management LLC |
785 |
706 |
-79 |
-10.06% |
| First Horizon Advisors Inc. |
8,270 |
7,438 |
-832 |
-10.06% |
| Wilson & Boucher Capital Management LLC |
6,981 |
6,287 |
-694 |
-9.94% |
| WealthShield Partners LLC |
1,027 |
925 |
-102 |
-9.93% |
| Adell Harriman & Carpenter Inc. |
2,909 |
2,620 |
-289 |
-9.93% |
| Benjamin Edwards Inc. |
3,372 |
3,038 |
-334 |
-9.91% |
| MV Capital Management Inc. |
11,680 |
10,549 |
-1,131 |
-9.68% |
| Allspring Global Investments Holdings LLC |
116,707 |
105,717 |
-10,990 |
-9.42% |
| MBL Wealth LLC |
1,808 |
1,638 |
-170 |
-9.40% |
| Wakefield Asset Management LLLP |
13,365 |
12,109 |
-1,256 |
-9.40% |
| Cambridge Advisors Inc. |
10,515 |
9,546 |
-969 |
-9.22% |
| LaFleur & Godfrey LLC |
56,842 |
51,690 |
-5,152 |
-9.06% |
| Gradient Capital Advisors LLC |
1,629 |
1,483 |
-146 |
-8.96% |
| Wealth Management Partners LLC |
3,578 |
3,258 |
-320 |
-8.94% |
| Moloney Securities Asset Management LLC |
1,064 |
969 |
-95 |
-8.93% |
| Clarius Group LLC |
5,221 |
4,758 |
-463 |
-8.87% |
| Investors Asset Management of Georgia Inc. GA ADV |
8,493 |
7,762 |
-731 |
-8.61% |
| Stratos Wealth Advisors LLC |
4,363 |
3,988 |
-375 |
-8.60% |
| Janney Montgomery Scott LLC |
283,007 |
258,670 |
-24,337 |
-8.60% |
| West Branch Capital LLC |
492 |
450 |
-42 |
-8.54% |
| Manning & Napier Group LLC |
140,213 |
128,283 |
-11,930 |
-8.51% |
| Community Bank of Raymore |
44,305 |
40,555 |
-3,750 |
-8.46% |
| Stone Point Wealth LLC |
7,561 |
6,941 |
-620 |
-8.20% |
| Patton Albertson Miller Group LLC |
2,444 |
2,244 |
-200 |
-8.18% |
| Xcel Wealth Management LLC |
5,047 |
4,649 |
-398 |
-7.89% |
| Jag Capital Management LLC |
838 |
772 |
-66 |
-7.88% |
| Annex Advisory Services LLC |
1,120 |
1,032 |
-88 |
-7.86% |
| Nichols & Pratt Advisers LLP MA |
95,214 |
87,739 |
-7,475 |
-7.85% |
| Congress Park Capital LLC |
1,595 |
1,470 |
-125 |
-7.84% |
| Joule Financial LLC |
1,214 |
1,121 |
-93 |
-7.66% |
| Family Legacy Inc. |
19,391 |
17,920 |
-1,471 |
-7.59% |
| Signal Advisors Wealth LLC |
947 |
877 |
-70 |
-7.39% |
| Securian Asset Management Inc |
32,333 |
29,985 |
-2,348 |
-7.26% |
| Charles Schwab Trust Co |
6,277 |
5,822 |
-455 |
-7.25% |
| Aspen Investment Management Inc |
3,478 |
3,228 |
-250 |
-7.19% |
| Tompkins Financial Corp |
2,504 |
2,325 |
-179 |
-7.15% |
| B & T Capital Management DBA Alpha Capital Management |
17,356 |
16,131 |
-1,225 |
-7.06% |
| Nicholas Hoffman & Company LLC. |
11,497 |
10,690 |
-807 |
-7.02% |
| Capital Asset Advisory Services LLC |
8,814 |
8,196 |
-618 |
-7.01% |
| Verdence Capital Advisors LLC |
7,553 |
7,027 |
-526 |
-6.96% |
| Gleason Group Inc. |
3,409 |
3,172 |
-237 |
-6.95% |
| Ballast Advisors LLC |
3,059 |
2,850 |
-209 |
-6.83% |
| Paces Ferry Wealth Advisors LLC |
780 |
727 |
-53 |
-6.79% |
| Allen Wealth Management LLC |
5,558 |
5,183 |
-375 |
-6.75% |
| MBA Advisors LLC |
1,777 |
1,658 |
-119 |
-6.70% |
| Douglas Lane & Associates LLC |
5,222 |
4,877 |
-345 |
-6.61% |
| Institute for Wealth Management LLC. |
5,082 |
4,754 |
-328 |
-6.45% |
| Godsey & Gibb Associates |
629 |
589 |
-40 |
-6.36% |
| CLARET ASSET MANAGEMENT Corp |
696 |
652 |
-44 |
-6.32% |
| Childress Capital Advisors LLC |
1,094 |
1,025 |
-69 |
-6.31% |
| Summit Financial Group Inc. |
3,352 |
3,142 |
-210 |
-6.26% |
| First Financial Bank Trust Division |
25,552 |
23,963 |
-1,589 |
-6.22% |
| Berkshire Bank |
8,934 |
8,392 |
-542 |
-6.07% |
| Stockman Wealth Management Inc. |
38,766 |
36,446 |
-2,320 |
-5.98% |
| Retirement Guys Formula LLC |
3,825 |
3,598 |
-227 |
-5.93% |
| Arkadios Wealth Advisors |
5,885 |
5,539 |
-346 |
-5.88% |
| Check Capital Management Inc. CA |
1,717 |
1,617 |
-100 |
-5.82% |
| Argyle Capital Management Inc. |
14,767 |
13,917 |
-850 |
-5.76% |
| Los Angeles Capital Management & Equity Research Inc. |
756,235 |
712,689 |
-43,546 |
-5.76% |
| Raymond James & Associates |
641,610 |
604,691 |
-36,919 |
-5.75% |
| Iowa State Bank |
14,943 |
14,085 |
-858 |
-5.74% |
| AFT Forsyth & Company Inc. |
1,925 |
1,815 |
-110 |
-5.71% |
| West Paces Advisors Inc. |
264 |
249 |
-15 |
-5.68% |
| Keel Point LLC |
2,526 |
2,384 |
-142 |
-5.62% |
| Home Federal Bank of Tennessee |
1,809 |
1,709 |
-100 |
-5.53% |
| Corundum Group Inc. |
2,078 |
1,964 |
-114 |
-5.49% |
| Hennion & Walsh Asset Management Inc. |
2,284 |
2,161 |
-123 |
-5.39% |
| Total Investment Management Inc. |
2,175 |
2,058 |
-117 |
-5.38% |
| Sterling Investment Advisors Ltd. |
1,845 |
1,746 |
-99 |
-5.37% |
| UMB Bank N A MO |
66,632 |
63,097 |
-3,535 |
-5.31% |
| Bender Robert & Associates |
1,414 |
1,339 |
-75 |
-5.30% |
| Raymond James Financial Services Advisors Inc. |
325,990 |
309,113 |
-16,877 |
-5.18% |
| Monticello Wealth Management LLC |
3,695 |
3,506 |
-189 |
-5.12% |
| Horizon Wealth Management LLC |
2,673 |
2,537 |
-136 |
-5.09% |
| NBC Securities Inc. |
6,735 |
6,393 |
-342 |
-5.08% |
| Westside Investment Management Inc. |
789 |
749 |
-40 |
-5.07% |
| Clarus Wealth Advisors |
3,001 |
2,849 |
-152 |
-5.06% |
| Hourglass Capital LLC |
992 |
942 |
-50 |
-5.04% |
| Coastal Investment Advisors Inc. |
4,603 |
4,374 |
-229 |
-4.98% |
| Clifford Swan Investment Counsel LLC |
42,273 |
40,166 |
-2,107 |
-4.98% |
| Trinity Legacy Partners LLC |
18,334 |
17,428 |
-906 |
-4.94% |
| Beese Fulmer Investment Management Inc. |
17,439 |
16,598 |
-841 |
-4.82% |
| Coston McIsaac & Partners |
325 |
310 |
-15 |
-4.62% |
| Toth Financial Advisory Corp |
3,015 |
2,877 |
-138 |
-4.58% |
| Financial Management Network Inc. |
2,867 |
2,736 |
-131 |
-4.57% |
| Baldwin Brothers Inc. MA |
1,100 |
1,050 |
-50 |
-4.55% |
| CX Institutional |
2,861 |
2,731 |
-130 |
-4.54% |
| Harbour Trust & Investment Management Co |
2,240 |
2,140 |
-100 |
-4.46% |
| Bank of New York Mellon Corp |
3,781,110 |
3,614,141 |
-166,969 |
-4.42% |
| Eclectic Associates Inc. ADV |
890 |
851 |
-39 |
-4.38% |
| Atlantic Union Bankshares Corp |
9,067 |
8,674 |
-393 |
-4.33% |
| Sequoia Financial Advisors LLC |
59,234 |
56,673 |
-2,561 |
-4.32% |
| Madison Wealth Partners Inc |
928 |
888 |
-40 |
-4.31% |
| Marion Wealth Management |
2,239 |
2,143 |
-96 |
-4.29% |
| Naviter Wealth LLC |
6,011 |
5,754 |
-257 |
-4.28% |
| Hartford Investment Management Co. |
34,369 |
32,898 |
-1,471 |
-4.28% |
| Trust Co. of Toledo NA OH |
10,676 |
10,230 |
-446 |
-4.18% |
| Bear Mountain Capital Inc. |
360 |
345 |
-15 |
-4.17% |
| Bristlecone Advisors LLC |
1,152 |
1,104 |
-48 |
-4.17% |
| Mckinley Capital Management LLC Delaware |
3,609 |
3,459 |
-150 |
-4.16% |
| Heritage Investors Management Corp |
143,952 |
138,041 |
-5,911 |
-4.11% |
| New Mexico Educational Retirement Board |
26,802 |
25,702 |
-1,100 |
-4.10% |
| Sunflower Bank N.A. |
988 |
948 |
-40 |
-4.05% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
2,501 |
2,400 |
-101 |
-4.04% |
| Fort Pitt Capital Group LLC |
3,674 |
3,526 |
-148 |
-4.03% |
| James Investment Research Inc. |
34,153 |
32,775 |
-1,378 |
-4.03% |
| Purus Wealth Management LLC |
1,072 |
1,029 |
-43 |
-4.01% |
| Park Avenue Securities LLC |
15,140 |
14,535 |
-605 |
-4.00% |
| Affinity Capital Advisors LLC |
1,586 |
1,523 |
-63 |
-3.97% |
| Gateway Investment Advisers LLC |
167,640 |
161,006 |
-6,634 |
-3.96% |
| LongView Wealth Management |
765 |
735 |
-30 |
-3.92% |
| Louisiana State Employees Retirement System |
30,800 |
29,600 |
-1,200 |
-3.90% |
| Foster & Motley Inc. |
16,946 |
16,313 |
-633 |
-3.74% |
| Legacy Wealth Asset Management LLC |
3,090 |
2,975 |
-115 |
-3.72% |
| Jacobs & Co. CA |
41,123 |
39,600 |
-1,523 |
-3.70% |
| Camden National Bank |
1,605 |
1,546 |
-59 |
-3.68% |
| Plimoth Trust Co. LLC |
13,301 |
12,812 |
-489 |
-3.68% |
| Anderson Hoagland & Co. |
20,380 |
19,630 |
-750 |
-3.68% |
| Sumitomo Life Insurance Co. |
8,325 |
8,020 |
-305 |
-3.66% |
| Parcion Private Wealth LLC |
17,285 |
16,656 |
-629 |
-3.64% |
| Private Advisor Group LLC |
70,208 |
67,670 |
-2,538 |
-3.61% |
| Capital Investment Counsel Inc |
11,135 |
10,735 |
-400 |
-3.59% |
| First Community Trust NA |
1,400 |
1,350 |
-50 |
-3.57% |
| Foster Victor Wealth Advisors LLC |
804 |
776 |
-28 |
-3.48% |
| CWS Financial Advisors LLC |
1,040 |
1,004 |
-36 |
-3.46% |
| KLR Investment Advisors LLC |
985 |
951 |
-34 |
-3.45% |
| Monument Capital Management |
15,674 |
15,135 |
-539 |
-3.44% |
| Mirador Capital Partners LP |
909 |
878 |
-31 |
-3.41% |
| Sunburst Financial Group LLC |
1,603 |
1,549 |
-54 |
-3.37% |
| Gryphon Financial Partners LLC |
1,496 |
1,446 |
-50 |
-3.34% |
| Court Place Advisors LLC |
8,339 |
8,063 |
-276 |
-3.31% |
| Atlas Brown Inc. |
7,529 |
7,281 |
-248 |
-3.29% |
| Meadow Creek Wealth Advisors LLC |
1,699 |
1,644 |
-55 |
-3.24% |
| State of Alaska Department of Revenue |
63,216 |
61,176 |
-2,040 |
-3.23% |
| Byrne Asset Management LLC |
4,435 |
4,292 |
-143 |
-3.22% |
| Dakota Community Bank & Trust NA |
530 |
513 |
-17 |
-3.21% |
| Radnor Capital Management LLC |
8,352 |
8,087 |
-265 |
-3.17% |
| Financial Management Professionals Inc. |
442 |
428 |
-14 |
-3.17% |
| Northeast Investment Management |
19,636 |
19,017 |
-619 |
-3.15% |
| Vivid Wealth Management LLC |
4,509 |
4,370 |
-139 |
-3.08% |
| Fulton Breakefield Broenniman LLC |
1,882 |
1,824 |
-58 |
-3.08% |
| Abacus Planning Group Inc. |
2,855 |
2,768 |
-87 |
-3.05% |
| Wedge Capital Management L L P NC |
985 |
955 |
-30 |
-3.05% |
| Cary Street Partners Investment Advisory LLC |
16,839 |
16,330 |
-509 |
-3.02% |
| Massmutual Trust Co. FSB ADV |
59,655 |
57,859 |
-1,796 |
-3.01% |
| KAMES CAPITAL plc |
11,592 |
11,247 |
-345 |
-2.98% |
| Congress Wealth Management LLC DE |
47,428 |
46,033 |
-1,395 |
-2.94% |
| Charter Trust Co. |
52,174 |
50,640 |
-1,534 |
-2.94% |
| New York State Teachers Retirement System |
540,667 |
524,824 |
-15,843 |
-2.93% |
| Robbins Farley LLC |
15,223 |
14,778 |
-445 |
-2.92% |
| Yousif Capital Management LLC |
105,741 |
102,663 |
-3,078 |
-2.91% |
| Tower Bridge Advisors |
4,845 |
4,705 |
-140 |
-2.89% |
| Sandy Cove Advisors LLC |
1,469 |
1,427 |
-42 |
-2.86% |
| N.E.W. Advisory Services LLC |
1,483 |
1,442 |
-41 |
-2.76% |
| Congress Asset Management Co. MA |
57,695 |
56,101 |
-1,594 |
-2.76% |
| Consilium Wealth Advisory LLC |
1,109 |
1,079 |
-30 |
-2.71% |
| Bridge Creek Capital Management LLC |
18,430 |
17,933 |
-497 |
-2.70% |
| Romano Brothers AND Company |
18,578 |
18,077 |
-501 |
-2.70% |
| Eads & Heald Wealth Management |
6,372 |
6,204 |
-168 |
-2.64% |
| Meyer Handelman Co. |
132,716 |
129,226 |
-3,490 |
-2.63% |
| Park National Corp OH |
8,916 |
8,686 |
-230 |
-2.58% |
| Patriot Financial Group Insurance Agency LLC |
1,893 |
1,845 |
-48 |
-2.54% |
| Flagship Harbor Advisors LLC |
3,915 |
3,816 |
-99 |
-2.53% |
| Main Street Financial Solutions LLC |
834 |
813 |
-21 |
-2.52% |
| Garrett Investment Advisors LLC |
7,052 |
6,878 |
-174 |
-2.47% |
| Silverlake Wealth Management LLC |
4,726 |
4,612 |
-114 |
-2.41% |
| Pinnacle Bank |
665 |
649 |
-16 |
-2.41% |
| NBT Bank N A NY |
47,408 |
46,289 |
-1,119 |
-2.36% |
| Winthrop Advisory Group LLC |
2,081 |
2,032 |
-49 |
-2.35% |
| New Hampshire Trust |
11,888 |
11,611 |
-277 |
-2.33% |
| Taddei Ludwig & Associates Inc. |
1,419 |
1,386 |
-33 |
-2.33% |
| Palumbo Wealth Management LLC |
2,631 |
2,570 |
-61 |
-2.32% |
| Adviser Investments LLC |
30,780 |
30,066 |
-714 |
-2.32% |
| Cascade Investment Advisors Inc. |
7,010 |
6,850 |
-160 |
-2.28% |
| Northstar Group Inc. |
2,646 |
2,586 |
-60 |
-2.27% |
| Garrett Wealth Advisory Group LLC |
1,202 |
1,175 |
-27 |
-2.25% |
| Klingenstein Fields & Co. LP |
2,703 |
2,643 |
-60 |
-2.22% |
| Mount Vernon Associates Inc. MD |
1,176 |
1,150 |
-26 |
-2.21% |
| Naples Global Advisors LLC |
10,445 |
10,216 |
-229 |
-2.19% |
| Symmetry Partners LLC |
6,183 |
6,049 |
-134 |
-2.17% |
| Eudaimonia Partners LLC |
3,250 |
3,180 |
-70 |
-2.15% |
| Trueblood Wealth Management LLC |
6,765 |
6,622 |
-143 |
-2.11% |
| Murphy Middleton Hinkle & Parker Inc. |
8,527 |
8,347 |
-180 |
-2.11% |
| BLB&B Advisors LLC |
11,624 |
11,379 |
-245 |
-2.11% |
| Schulhoff & Co. Inc. |
1,430 |
1,400 |
-30 |
-2.10% |
| Greenfield Savings Bank |
6,667 |
6,531 |
-136 |
-2.04% |
| Mechanics Bank Trust Department |
2,401 |
2,353 |
-48 |
-2.00% |
| Sunpointe LLC |
710 |
696 |
-14 |
-1.97% |
| BKD Wealth Advisors LLC |
21,670 |
21,246 |
-424 |
-1.96% |
| Financial Partners Group LLC |
27,284 |
26,754 |
-530 |
-1.94% |
| Signet Financial Management LLC |
25,370 |
24,879 |
-491 |
-1.94% |
| Grandview Asset Management LLC |
2,383 |
2,337 |
-46 |
-1.93% |
| Coastline Trust Co |
6,210 |
6,090 |
-120 |
-1.93% |
| Gillespie Robinson & Grimm Inc. |
1,300 |
1,275 |
-25 |
-1.92% |
| McKinley Carter Wealth Services Inc. |
9,625 |
9,441 |
-184 |
-1.91% |
| Procyon Private Wealth Partners LLC |
11,908 |
11,683 |
-225 |
-1.89% |
| Weatherly Asset Management L. P. |
6,968 |
6,836 |
-132 |
-1.89% |
| Red Door Wealth Management LLC |
1,784 |
1,751 |
-33 |
-1.85% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
116,484 |
114,346 |
-2,138 |
-1.84% |
| Ausdal Financial Partners Inc. |
69,935 |
68,652 |
-1,283 |
-1.83% |
| Windsor Capital Management LLC |
2,675 |
2,627 |
-48 |
-1.79% |
| Capital Advisors Wealth Management LLC |
1,184 |
1,163 |
-21 |
-1.77% |
| Boltwood Capital Management |
8,428 |
8,279 |
-149 |
-1.77% |
| CFM Wealth Partners LLC |
5,688 |
5,588 |
-100 |
-1.76% |
| Reliant Investment Management LLC |
18,460 |
18,135 |
-325 |
-1.76% |
| Centurion Wealth Management LLC |
1,908 |
1,876 |
-32 |
-1.68% |
| Stiles Financial Services Inc |
2,665 |
2,621 |
-44 |
-1.65% |
| Hazlett Burt & Watson Inc. |
3,001 |
2,952 |
-49 |
-1.63% |
| Telos Capital Management Inc. |
3,461 |
3,405 |
-56 |
-1.62% |
| Acas LLC |
1,429 |
1,406 |
-23 |
-1.61% |
| Cedar Brook Financial Partners LLC |
1,928 |
1,897 |
-31 |
-1.61% |
| Oak Harvest Investment Services |
3,817 |
3,756 |
-61 |
-1.60% |
| Kiley Juergens Wealth Management LLC |
18,962 |
18,658 |
-304 |
-1.60% |
| Kanawha Capital Management LLC |
27,934 |
27,486 |
-448 |
-1.60% |
| Integrated Investment Consultants LLC |
1,514 |
1,490 |
-24 |
-1.59% |
| Money Concepts Capital Corp |
11,477 |
11,295 |
-182 |
-1.59% |
| Key Client Fiduciary Advisors LLC |
698 |
687 |
-11 |
-1.58% |
| Mitchell Mcleod Pugh & Williams Inc. |
10,480 |
10,314 |
-166 |
-1.58% |
| Hartford Financial Management Inc. |
23,292 |
22,923 |
-369 |
-1.58% |
| Diamant Asset Management Inc. |
4,935 |
4,858 |
-77 |
-1.56% |
| WD Rutherford LLC |
4,195 |
4,130 |
-65 |
-1.55% |
| NovaPoint Capital LLC |
1,868 |
1,839 |
-29 |
-1.55% |
| Indiana Trust & Investment Management CO |
5,501 |
5,416 |
-85 |
-1.55% |
| Griffin Asset Management Inc. |
17,076 |
16,821 |
-255 |
-1.49% |
| Northern Financial Advisors Inc |
5,196 |
5,119 |
-77 |
-1.48% |
| Jeppson Wealth Management LLC |
1,690 |
1,665 |
-25 |
-1.48% |
| Ballew Advisors Inc |
816 |
804 |
-12 |
-1.47% |
| Beacon Financial Advisory LLC |
893 |
880 |
-13 |
-1.46% |
| Blue Chip Partners Inc. |
4,678 |
4,610 |
-68 |
-1.45% |
| Aspiriant LLC |
2,930 |
2,889 |
-41 |
-1.40% |
| Bath Savings Trust Co |
3,082 |
3,039 |
-43 |
-1.40% |
| Cornell Pochily Investment Advisors Inc. |
8,647 |
8,527 |
-120 |
-1.39% |
| CENTRAL TRUST Co |
43,641 |
43,036 |
-605 |
-1.39% |
| Raymond James Trust N.A. |
24,200 |
23,877 |
-323 |
-1.33% |
| DMG Group LLC |
3,501 |
3,455 |
-46 |
-1.31% |
| Canal Capital Management LLC |
1,222 |
1,206 |
-16 |
-1.31% |
| Total Clarity Wealth Management Inc. |
4,532 |
4,476 |
-56 |
-1.24% |
| Paradiem LLC |
29,061 |
28,704 |
-357 |
-1.23% |
| Advisors Management Group Inc. ADV |
5,614 |
5,548 |
-66 |
-1.18% |
| ST Germain D J Co. Inc. |
6,682 |
6,604 |
-78 |
-1.17% |
| Astoria Portfolio Advisors LLC. |
2,691 |
2,660 |
-31 |
-1.15% |
| Baxter Bros Inc. |
870 |
860 |
-10 |
-1.15% |
| US Asset Management LLC |
3,767 |
3,724 |
-43 |
-1.14% |
| Arbor Trust Wealth Advisors LLC |
6,743 |
6,668 |
-75 |
-1.11% |
| Pacifica Partners Inc. |
1,842 |
1,822 |
-20 |
-1.09% |
| Triangle Securities Wealth Management |
7,192 |
7,115 |
-77 |
-1.07% |
| Wealth Enhancement Advisory Services LLC |
90,128 |
89,183 |
-945 |
-1.05% |
| Osborne Partners Capital Management LLC |
6,197 |
6,132 |
-65 |
-1.05% |
| Canandaigua National Bank & Trust Co. |
15,480 |
15,327 |
-153 |
-0.99% |
| Uncommon Cents Investing LLC |
3,070 |
3,040 |
-30 |
-0.98% |
| First Dallas Securities Inc. |
10,298 |
10,198 |
-100 |
-0.97% |
| Pine Haven Investment Counsel Inc |
2,615 |
2,590 |
-25 |
-0.96% |
| Ascent Wealth Partners LLC |
16,874 |
16,714 |
-160 |
-0.95% |
| Wolff Financial Management LLC |
5,113 |
5,065 |
-48 |
-0.94% |
| Cigna Investments Inc. New |
5,452 |
5,401 |
-51 |
-0.94% |
| Independence Bank of Kentucky |
645 |
639 |
-6 |
-0.93% |
| IFM Investors Pty Ltd |
102,533 |
101,597 |
-936 |
-0.91% |
| SNS Financial Group LLC |
4,045 |
4,008 |
-37 |
-0.91% |
| Oak Asset Management LLC |
6,705 |
6,645 |
-60 |
-0.89% |
| Rooted Wealth Advisors Inc. |
3,719 |
3,687 |
-32 |
-0.86% |
| Legacy Financial Strategies LLC |
9,764 |
9,686 |
-78 |
-0.80% |
| Clarus Group Inc. |
2,823 |
2,801 |
-22 |
-0.78% |
| Asset Dedication LLC |
19,701 |
19,548 |
-153 |
-0.78% |
| Argent Advisors Inc. |
8,127 |
8,065 |
-62 |
-0.76% |
| Advocate Group LLC |
17,649 |
17,519 |
-130 |
-0.74% |
| Oliver Luxxe Assets LLC |
10,245 |
10,174 |
-71 |
-0.69% |
| Boyd Watterson Asset Management LLC OH |
10,812 |
10,737 |
-75 |
-0.69% |
| Adirondack Trust Co. |
8,924 |
8,864 |
-60 |
-0.67% |
| First National Bank & Trust Co. of Newtown |
9,489 |
9,426 |
-63 |
-0.66% |
| Culbertson A N & Co. Inc. |
43,095 |
42,812 |
-283 |
-0.66% |
| First Merchants Corp |
17,054 |
16,942 |
-112 |
-0.66% |
| Central Bank & Trust Co. |
29,014 |
28,831 |
-183 |
-0.63% |
| Hixon Zuercher LLC |
25,147 |
24,999 |
-148 |
-0.59% |
| SOL Capital Management CO |
5,182 |
5,152 |
-30 |
-0.58% |
| Country Club Bank GFN |
17,469 |
17,367 |
-102 |
-0.58% |
| Tilia Fiduciary Partners Inc. |
726 |
722 |
-4 |
-0.55% |
| Walkner Condon Financial Advisors LLC |
902 |
897 |
-5 |
-0.55% |
| Hollencrest Capital Management |
1,677 |
1,668 |
-9 |
-0.54% |
| Courier Capital LLC |
5,294 |
5,266 |
-28 |
-0.53% |
| Salem Investment Counselors Inc. |
42,155 |
41,936 |
-219 |
-0.52% |
| City State Bank |
3,979 |
3,959 |
-20 |
-0.50% |
| Patriot Investment Management Inc. |
2,777 |
2,763 |
-14 |
-0.50% |
| Channel Wealth LLC |
1,463 |
1,456 |
-7 |
-0.48% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,552,782 |
1,545,258 |
-7,524 |
-0.48% |
| JFS Wealth Advisors LLC |
3,408 |
3,392 |
-16 |
-0.47% |
| Doliver Advisors LP |
1,520 |
1,513 |
-7 |
-0.46% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
34,070 |
33,918 |
-152 |
-0.45% |
| CJM Wealth Advisers Ltd. |
1,203 |
1,198 |
-5 |
-0.42% |
| Grant GrossMendelsohn LLC |
945 |
941 |
-4 |
-0.42% |
| Compagnie Lombard Odier SCmA |
25,758 |
25,658 |
-100 |
-0.39% |
| Hanson & Doremus Investment Management |
8,823 |
8,790 |
-33 |
-0.37% |
| CIC Wealth LLC |
3,398 |
3,386 |
-12 |
-0.35% |
| Central Valley Advisors LLC |
895 |
892 |
-3 |
-0.34% |
| Optas LLC |
939 |
936 |
-3 |
-0.32% |
| Donaldson Capital Management LLC |
10,373 |
10,340 |
-33 |
-0.32% |
| Pinnacle West Asset Management Inc. |
4,890 |
4,875 |
-15 |
-0.31% |
| Kinneret Advisory LLC |
16,576 |
16,524 |
-52 |
-0.31% |
| City Holding Co. |
22,042 |
21,973 |
-69 |
-0.31% |
| Tower View Investment Management & Research LLC |
14,951 |
14,906 |
-45 |
-0.30% |
| Lantz Financial LLC |
4,077 |
4,065 |
-12 |
-0.29% |
| MONECO Advisors LLC |
2,798 |
2,790 |
-8 |
-0.29% |
| Principle Wealth Partners LLC |
23,521 |
23,453 |
-68 |
-0.29% |
| Addenda Capital Inc. |
26,308 |
26,235 |
-73 |
-0.28% |
| Ipswich Investment Management Co. Inc. |
18,006 |
17,956 |
-50 |
-0.28% |
| Stock Yards Bank & Trust Co. |
89,503 |
89,252 |
-251 |
-0.28% |
| Buckley Wealth Management LLC |
9,372 |
9,347 |
-25 |
-0.27% |
| Slow Capital Inc. |
12,179 |
12,149 |
-30 |
-0.25% |
| Sentry LLC |
23,490 |
23,436 |
-54 |
-0.23% |
| TRUE Private Wealth Advisors |
4,312 |
4,302 |
-10 |
-0.23% |
| Monterey Private Wealth Inc. |
936 |
934 |
-2 |
-0.21% |
| Martin Capital Advisors LLP |
2,065 |
2,061 |
-4 |
-0.19% |
| Moody National Bank Trust Division |
4,758 |
4,749 |
-9 |
-0.19% |
| Field & Main Bank |
7,758 |
7,746 |
-12 |
-0.15% |
| Pinnacle Associates Ltd. |
96,006 |
95,865 |
-141 |
-0.15% |
| Allied Investment Advisors LLC |
43,570 |
43,511 |
-59 |
-0.14% |
| State of Michigan Retirement System |
139,672 |
139,472 |
-200 |
-0.14% |
| Prestige Wealth Management Group LLC |
2,634 |
2,632 |
-2 |
-0.08% |
| Gilman Hill Asset Management LLC |
1,280 |
1,279 |
-1 |
-0.08% |
| First National Corp MA ADV |
1,319 |
1,318 |
-1 |
-0.08% |
| Pflug Koory LLC |
14,093 |
14,083 |
-10 |
-0.07% |
| WBH Advisory Inc. |
5,688 |
5,684 |
-4 |
-0.07% |
| Acropolis Investment Management LLC |
2,113 |
2,112 |
-1 |
-0.05% |
| Benedict Financial Advisors Inc. |
5,837 |
5,834 |
-3 |
-0.05% |
| True North Advisors LLC |
5,497 |
5,495 |
-2 |
-0.04% |
| Grimes & Company Inc. |
3,091 |
3,090 |
-1 |
-0.03% |
| Jamison Private Wealth Management Inc. |
33,083 |
33,076 |
-7 |
-0.02% |
| Connecticut Wealth Management LLC |
5,502 |
5,501 |
-1 |
-0.02% |
| Retirement Systems of Alabama |
280,183 |
280,116 |
-67 |
-0.02% |
| 13F Filers Exiting CAT |
|---|
| American Capital Advisory LLC |
6 |
0 |
-6 |
-100.00% |
| Lewis Asset Management LLC |
708 |
0 |
-708 |
-100.00% |
| Lecap Asset Management Ltd. |
4,322 |
0 |
-4,322 |
-100.00% |
| Eaton Financial Holdings Company LLC |
1,420 |
0 |
-1,420 |
-100.00% |
| Longbow Finance SA |
16,500 |
0 |
-16,500 |
-100.00% |
| Oak Hill Wealth Advisors LLC |
1,934 |
0 |
-1,934 |
-100.00% |
| SYSTM Wealth Solutions LLC |
282 |
0 |
-282 |
-100.00% |
| Granite Bay Wealth Management LLC |
20,300 |
0 |
-20,300 |
-100.00% |
| Independent Wealth Network Inc. |
26,490 |
0 |
-26,490 |
-100.00% |
| Koss Olinger Consulting LLC |
802 |
0 |
-802 |
-100.00% |
| Hoese & Co LLP |
150 |
0 |
-150 |
-100.00% |
| Advisor Resource Council |
2,337 |
0 |
-2,337 |
-100.00% |
| ACT Wealth Management LLC |
877 |
0 |
-877 |
-100.00% |
| Curated Wealth Partners LLC |
3,320 |
0 |
-3,320 |
-100.00% |
| Legacy Trust |
1,001 |
0 |
-1,001 |
-100.00% |
| CCG Wealth Management LLC |
3,113 |
0 |
-3,113 |
-100.00% |
| ERTS Wealth Advisors LLC |
750 |
0 |
-750 |
-100.00% |
| Signet Investment Advisory Group Inc. |
1,430 |
0 |
-1,430 |
-100.00% |
| JGP Wealth Management LLC |
2,419 |
0 |
-2,419 |
-100.00% |
| Triumph Capital Management |
864 |
0 |
-864 |
-100.00% |
| CenterStar Asset Management LLC |
1,050 |
0 |
-1,050 |
-100.00% |
| Arlington Financial Advisors LLC |
1,336 |
0 |
-1,336 |
-100.00% |
| OmniStar Financial Group Inc. |
2,644 |
0 |
-2,644 |
-100.00% |
| Copperwynd Financial LLC |
1,161 |
0 |
-1,161 |
-100.00% |
| Harfst & Associates Inc. |
2,954 |
0 |
-2,954 |
-100.00% |
| Carlson Capital Management |
804 |
0 |
-804 |
-100.00% |
| Raub Brock Capital Management LP |
1,045 |
0 |
-1,045 |
-100.00% |
| DNB Asset Management AS |
121,593 |
0 |
-121,593 |
-100.00% |
| Meitav Dash Investments Ltd. |
127,520 |
0 |
-127,520 |
-100.00% |
| Arlington Partners LLC |
189 |
0 |
-189 |
-100.00% |
See Summary: Institutional Holders of CAT
See Details: Top 10 Hedge Funds Holding CAT
Also See: CAT Insider Buying
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