 |
|
|
This page summarizes the CMI 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 CMI 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 CMI Share Count |
|---|
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
15 |
328 |
+313 |
+2086.67% |
| JNBA Financial Advisors |
9 |
109 |
+100 |
+1111.11% |
| Impax Asset Management Group plc |
2,989 |
29,368 |
+26,379 |
+882.54% |
| CX Institutional |
1,715 |
12,030 |
+10,315 |
+601.46% |
| Canandaigua National Bank & Trust Co. |
920 |
4,799 |
+3,879 |
+421.63% |
| Simplicity Wealth LLC |
2,244 |
11,456 |
+9,212 |
+410.52% |
| MONECO Advisors LLC |
2,178 |
8,615 |
+6,437 |
+295.55% |
| Valued Wealth Advisors LLC |
4 |
14 |
+10 |
+250.00% |
| Columbus Macro LLC |
876 |
2,828 |
+1,952 |
+222.83% |
| WD Rutherford LLC |
2,332 |
5,292 |
+2,960 |
+126.93% |
| Robeco Institutional Asset Management B.V. |
112,463 |
240,904 |
+128,441 |
+114.21% |
| Wealthcare Advisory Partners LLC |
1,606 |
3,381 |
+1,775 |
+110.52% |
| First Financialcorp IN |
209 |
373 |
+164 |
+78.47% |
| Dakota Wealth Management |
13,447 |
22,469 |
+9,022 |
+67.09% |
| Kessler Investment Group LLC |
1,252 |
1,975 |
+723 |
+57.75% |
| SYSTM Wealth Solutions LLC |
5,406 |
8,308 |
+2,902 |
+53.68% |
| Cornerstone Wealth Group LLC |
22,493 |
34,140 |
+11,647 |
+51.78% |
| Confluence Wealth Services Inc. |
1,858 |
2,567 |
+709 |
+38.16% |
| Brookstone Capital Management |
1,674 |
2,232 |
+558 |
+33.33% |
| TFC Financial Management |
3 |
4 |
+1 |
+33.33% |
| Sound Income Strategies LLC |
79 |
102 |
+23 |
+29.11% |
| Lakewood Asset Management LLC |
1,901 |
2,454 |
+553 |
+29.09% |
| J.W. Cole Advisors Inc. |
2,615 |
3,301 |
+686 |
+26.23% |
| Blue Chip Partners Inc. |
1,181 |
1,488 |
+307 |
+25.99% |
| V Square Quantitative Management LLC |
2,398 |
2,971 |
+573 |
+23.89% |
| Foster Victor Wealth Advisors LLC |
22,236 |
26,379 |
+4,143 |
+18.63% |
| Traynor Capital Management Inc. |
6,272 |
7,340 |
+1,068 |
+17.03% |
| GAMMA Investing LLC |
1,044 |
1,218 |
+174 |
+16.67% |
| Zurcher Kantonalbank Zurich Cantonalbank |
73,419 |
84,479 |
+11,060 |
+15.06% |
| KG&L Capital Management LLC |
2,770 |
3,170 |
+400 |
+14.44% |
| Azzad Asset Management Inc. ADV |
8,208 |
9,296 |
+1,088 |
+13.26% |
| Strong Tower Advisory Services |
3,627 |
4,103 |
+476 |
+13.12% |
| Ritholtz Wealth Management |
4,743 |
5,334 |
+591 |
+12.46% |
| Precedent Wealth Partners LLC |
3,475 |
3,901 |
+426 |
+12.26% |
| Wedmont Private Capital |
1,011 |
1,134 |
+123 |
+12.17% |
| St. Johns Investment Management Company LLC |
4,396 |
4,924 |
+528 |
+12.01% |
| Natixis Advisors L.P. |
85,897 |
95,926 |
+10,029 |
+11.68% |
| Veriti Management LLC |
4,010 |
4,474 |
+464 |
+11.57% |
| Stiles Financial Services Inc |
4,555 |
5,069 |
+514 |
+11.28% |
| Summit Trail Advisors LLC |
1,494 |
1,657 |
+163 |
+10.91% |
| CAPROCK Group Inc. |
1,518 |
1,680 |
+162 |
+10.67% |
| DekaBank Deutsche Girozentrale |
286,490 |
316,646 |
+30,156 |
+10.53% |
| Archford Capital Strategies LLC |
881 |
968 |
+87 |
+9.88% |
| Massmutual Trust Co. FSB ADV |
10,311 |
11,287 |
+976 |
+9.47% |
| Capital Advisors Ltd. LLC |
127 |
139 |
+12 |
+9.45% |
| Fifth Third Wealth Advisors LLC |
1,610 |
1,761 |
+151 |
+9.38% |
| Wallington Asset Management LLC |
1,400 |
1,526 |
+126 |
+9.00% |
| OFI Invest Asset Management |
116 |
126 |
+10 |
+8.62% |
| BKD Wealth Advisors LLC |
8,500 |
9,219 |
+719 |
+8.46% |
| Private Wealth Management Group LLC |
108 |
117 |
+9 |
+8.33% |
| Ballentine Partners LLC |
2,168 |
2,345 |
+177 |
+8.16% |
| Occidental Asset Management LLC |
11,282 |
12,171 |
+889 |
+7.88% |
| Regions Financial Corp |
11,139 |
12,011 |
+872 |
+7.83% |
| Massachusetts Wealth Management |
4,452 |
4,787 |
+335 |
+7.52% |
| Allworth Financial LP |
2,055 |
2,199 |
+144 |
+7.01% |
| CWM LLC |
8,466 |
9,058 |
+592 |
+6.99% |
| Main Street Financial Solutions LLC |
1,254 |
1,341 |
+87 |
+6.94% |
| Van ECK Associates Corp |
19,371 |
20,705 |
+1,334 |
+6.89% |
| Fulton Bank N.A. |
10,933 |
11,652 |
+719 |
+6.58% |
| Allen Capital Group LLC |
1,019 |
1,086 |
+67 |
+6.58% |
| Patton Albertson Miller Group LLC |
22,268 |
23,697 |
+1,429 |
+6.42% |
| Venturi Wealth Management LLC |
4,746 |
5,049 |
+303 |
+6.38% |
| GHP Investment Advisors Inc. |
15,792 |
16,781 |
+989 |
+6.26% |
| SJS Investment Consulting Inc. |
17 |
18 |
+1 |
+5.88% |
| Dynamic Advisor Solutions LLC |
1,662 |
1,747 |
+85 |
+5.11% |
| Norwood Financial Corp |
1,430 |
1,501 |
+71 |
+4.97% |
| River Street Advisors LLC |
5,597 |
5,872 |
+275 |
+4.91% |
| Cardinal Capital Management |
19,800 |
20,769 |
+969 |
+4.89% |
| Raymond James Financial Services Advisors Inc. |
152,547 |
159,419 |
+6,872 |
+4.50% |
| Mayflower Financial Advisors LLC |
1,505 |
1,569 |
+64 |
+4.25% |
| Essex Financial Services Inc. |
5,212 |
5,428 |
+216 |
+4.14% |
| HB Wealth Management LLC |
2,497 |
2,598 |
+101 |
+4.04% |
| Whitener Capital Management Inc. |
4,164 |
4,326 |
+162 |
+3.89% |
| Benjamin Edwards Inc. |
4,627 |
4,801 |
+174 |
+3.76% |
| Applied Capital LLC FL |
6,269 |
6,498 |
+229 |
+3.65% |
| Private Advisor Group LLC |
18,655 |
19,296 |
+641 |
+3.44% |
| Dover Advisors LLC |
1,050 |
1,085 |
+35 |
+3.33% |
| Parcion Private Wealth LLC |
14,434 |
14,863 |
+429 |
+2.97% |
| Adell Harriman & Carpenter Inc. |
12,750 |
13,125 |
+375 |
+2.94% |
| DORCHESTER WEALTH MANAGEMENT Co |
1,800 |
1,850 |
+50 |
+2.78% |
| Barlow Wealth Partners Inc. |
64,759 |
66,437 |
+1,678 |
+2.59% |
| Patrick M Sweeney & Associates Inc. |
1,910 |
1,956 |
+46 |
+2.41% |
| Boyd Watterson Asset Management LLC OH |
2,461 |
2,520 |
+59 |
+2.40% |
| Mission Wealth Management LP |
4,038 |
4,134 |
+96 |
+2.38% |
| CENTRAL TRUST Co |
8,889 |
9,094 |
+205 |
+2.31% |
| MV Capital Management Inc. |
133 |
136 |
+3 |
+2.26% |
| Field & Main Bank |
2,265 |
2,315 |
+50 |
+2.21% |
| Lindbrook Capital LLC |
2,163 |
2,210 |
+47 |
+2.17% |
| Jamison Private Wealth Management Inc. |
329 |
336 |
+7 |
+2.13% |
| Sageworth Trust Co of South Dakota |
4,051 |
4,137 |
+86 |
+2.12% |
| International Assets Investment Management LLC |
3,069 |
3,129 |
+60 |
+1.96% |
| Twelve Points Wealth Management LLC |
2,785 |
2,836 |
+51 |
+1.83% |
| Checchi Capital Advisers LLC |
2,721 |
2,769 |
+48 |
+1.76% |
| Hazlett Burt & Watson Inc. |
1,564 |
1,591 |
+27 |
+1.73% |
| Beese Fulmer Investment Management Inc. |
41,188 |
41,902 |
+714 |
+1.73% |
| Legacy Private Trust Co. |
920 |
935 |
+15 |
+1.63% |
| Edmp Inc. |
5,560 |
5,649 |
+89 |
+1.60% |
| Capital Investment Advisors LLC |
111,350 |
113,102 |
+1,752 |
+1.57% |
| Transform Wealth LLC |
33,780 |
34,293 |
+513 |
+1.52% |
| Sara Bay Financial |
3,928 |
3,987 |
+59 |
+1.50% |
| Everett Harris & Co. CA |
1,675 |
1,700 |
+25 |
+1.49% |
| Kingswood Wealth Advisors LLC |
3,938 |
3,993 |
+55 |
+1.40% |
| Moody National Bank Trust Division |
4,687 |
4,746 |
+59 |
+1.26% |
| First Pacific Financial |
3,776 |
3,823 |
+47 |
+1.24% |
| Selway Asset Management |
17,327 |
17,527 |
+200 |
+1.15% |
| Townsend & Associates Inc |
60,301 |
60,992 |
+691 |
+1.15% |
| Shepherd Financial Partners LLC |
1,779 |
1,799 |
+20 |
+1.12% |
| Eldred Rock Partners LLC |
30,032 |
30,335 |
+303 |
+1.01% |
| Legacy Trust |
18,247 |
18,422 |
+175 |
+0.96% |
| Atwater Malick LLC |
35,714 |
36,049 |
+335 |
+0.94% |
| CHICAGO TRUST Co NA |
6,893 |
6,957 |
+64 |
+0.93% |
| Pflug Koory LLC |
2,263 |
2,283 |
+20 |
+0.88% |
| Wealthfront Advisers LLC |
9,720 |
9,798 |
+78 |
+0.80% |
| First Affirmative Financial Network |
1,177 |
1,185 |
+8 |
+0.68% |
| Foster & Motley Inc. |
28,878 |
29,067 |
+189 |
+0.65% |
| Unison Advisors LLC |
10,857 |
10,924 |
+67 |
+0.62% |
| Gulf International Bank UK Ltd |
12,082 |
12,150 |
+68 |
+0.56% |
| Cortland Associates Inc. MO |
904 |
909 |
+5 |
+0.55% |
| Keystone Wealth Services LLC |
1,095 |
1,101 |
+6 |
+0.55% |
| Greenleaf Trust |
7,680 |
7,720 |
+40 |
+0.52% |
| Allspring Global Investments Holdings LLC |
16,115 |
16,197 |
+82 |
+0.51% |
| Sumitomo Mitsui Trust Holdings Inc. |
408,606 |
410,647 |
+2,041 |
+0.50% |
| Institute for Wealth Management LLC. |
2,356 |
2,367 |
+11 |
+0.47% |
| RBA Wealth Management LLC |
21,241 |
21,341 |
+100 |
+0.47% |
| Northwest Quadrant Wealth Management LLC |
1,793 |
1,801 |
+8 |
+0.45% |
| Raymond James & Associates |
258,001 |
259,104 |
+1,103 |
+0.43% |
| Crescent Sterling Ltd. |
3,544 |
3,559 |
+15 |
+0.42% |
| Albert D Mason Inc. |
9,220 |
9,257 |
+37 |
+0.40% |
| Commonwealth Equity Services LLC |
73,584 |
73,852 |
+268 |
+0.36% |
| Dumont & Blake Investment Advisors LLC |
1,379 |
1,384 |
+5 |
+0.36% |
| Principle Wealth Partners LLC |
17,635 |
17,692 |
+57 |
+0.32% |
| Nicholas Hoffman & Company LLC. |
1,989 |
1,994 |
+5 |
+0.25% |
| Segment Wealth Management LLC |
2,485 |
2,491 |
+6 |
+0.24% |
| Advocate Group LLC |
22,735 |
22,774 |
+39 |
+0.17% |
| UMB Bank N A MO |
2,616 |
2,620 |
+4 |
+0.15% |
| Citizens Business Bank |
1,505 |
1,507 |
+2 |
+0.13% |
| Kanawha Capital Management LLC |
849 |
850 |
+1 |
+0.12% |
| Kohmann Bosshard Financial Services LLC |
940 |
941 |
+1 |
+0.11% |
| Hartford Financial Management Inc. |
6,973 |
6,980 |
+7 |
+0.10% |
| Wealth Effects LLC |
1,010 |
1,011 |
+1 |
+0.10% |
| Copperwynd Financial LLC |
2,781 |
2,783 |
+2 |
+0.07% |
| Eagle Rock Investment Company LLC |
9,637 |
9,644 |
+7 |
+0.07% |
| Bond & Devick Financial Network Inc. |
6,742 |
6,746 |
+4 |
+0.06% |
| Tealwood Asset Management Inc. |
9,042 |
9,044 |
+2 |
+0.02% |
| North Star Investment Management Corp. |
4,639 |
4,640 |
+1 |
+0.02% |
| Pinnacle Associates Ltd. |
36,524 |
36,526 |
+2 |
+0.01% |
| 13F Filers Reporting New Positions In CMI |
|---|
| Equitable Trust Co. |
0 |
888 |
+888 |
+100% |
| Wiley BROS. Aintree Capital LLC |
0 |
877 |
+877 |
+100% |
| MJP Associates Inc. ADV |
0 |
686 |
+686 |
+100% |
| Park National Corp OH |
0 |
730 |
+730 |
+100% |
| Godsey & Gibb Associates |
0 |
128 |
+128 |
+100% |
| Leavell Investment Management Inc. |
0 |
684 |
+684 |
+100% |
| Thompson Investment Management Inc. |
0 |
158 |
+158 |
+100% |
| Westend Capital Management LLC |
0 |
18 |
+18 |
+100% |
| Keel Point LLC |
0 |
733 |
+733 |
+100% |
| Northwest Investment Counselors LLC |
0 |
42 |
+42 |
+100% |
| Aspiriant LLC |
0 |
764 |
+764 |
+100% |
| Simplex Trading LLC |
0 |
13,483 |
+13,483 |
+100% |
| Asset Allocation & Management Company LLC |
0 |
763 |
+763 |
+100% |
| Cutler Group LP |
0 |
166 |
+166 |
+100% |
| Triangle Securities Wealth Management |
0 |
2,017 |
+2,017 |
+100% |
| Annex Advisory Services LLC |
0 |
888 |
+888 |
+100% |
| Chicago Partners Investment Group LLC |
0 |
852 |
+852 |
+100% |
| Riverview Trust Co |
0 |
266 |
+266 |
+100% |
| Silver Lake Advisory LLC |
0 |
1,496 |
+1,496 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
785 |
+785 |
+100% |
| Meridian Wealth Management LLC |
0 |
752 |
+752 |
+100% |
| OmniStar Financial Group Inc. |
0 |
4,838 |
+4,838 |
+100% |
| SpiderRock Advisors LLC |
0 |
1,062 |
+1,062 |
+100% |
| CenterStar Asset Management LLC |
0 |
2,134 |
+2,134 |
+100% |
| LexAurum Advisors LLC |
0 |
1,031 |
+1,031 |
+100% |
| Clarus Wealth Advisors |
0 |
1,070 |
+1,070 |
+100% |
| Murphy Middleton Hinkle & Parker Inc. |
0 |
791 |
+791 |
+100% |
| Retirement Group LLC |
0 |
50 |
+50 |
+100% |
| SlateStone Wealth LLC |
0 |
4,512 |
+4,512 |
+100% |
| CRA Financial Services LLC |
0 |
685 |
+685 |
+100% |
| Cary Street Partners Investment Advisory LLC |
0 |
953 |
+953 |
+100% |
| Red Door Wealth Management LLC |
0 |
849 |
+849 |
+100% |
| LifeSteps Financial Inc. |
0 |
243 |
+243 |
+100% |
| Fortis Group Advisors LLC |
0 |
4,294 |
+4,294 |
+100% |
| Rise Advisors LLC |
0 |
75 |
+75 |
+100% |
| Sage Mountain Advisors LLC |
0 |
717 |
+717 |
+100% |
| GoalVest Advisory LLC |
0 |
2,560 |
+2,560 |
+100% |
| Annapolis Financial Services LLC |
0 |
80 |
+80 |
+100% |
| Madison Wealth Partners Inc |
0 |
818 |
+818 |
+100% |
| Sovereign Financial Group Inc. |
0 |
919 |
+919 |
+100% |
| True Link Financial Advisors LLC |
0 |
1,539 |
+1,539 |
+100% |
| JB Capital LLC |
0 |
815 |
+815 |
+100% |
| Zullo Investment Group Inc. |
0 |
787 |
+787 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
15 |
+15 |
+100% |
| Global Assets Advisory LLC |
0 |
15,316 |
+15,316 |
+100% |
| Register Financial Advisors LLC |
0 |
49 |
+49 |
+100% |
| Financial Partners Group LLC |
0 |
1,095 |
+1,095 |
+100% |
| Portside Wealth Group LLC |
0 |
793 |
+793 |
+100% |
| Norden Group LLC |
0 |
4,872 |
+4,872 |
+100% |
| Focus Financial Network Inc. |
0 |
1,526 |
+1,526 |
+100% |
| Diversify Advisory Services LLC |
0 |
1,787 |
+1,787 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| OLD Republic International Corporation |
219,500 |
219,500 |
UNCH |
0.00% |
| Calton & Associates Inc. |
1,598 |
1,598 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
409 |
409 |
UNCH |
0.00% |
| L.M. Kohn & Company |
873 |
873 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
195 |
195 |
UNCH |
0.00% |
| NBT Bank N A NY |
1,303 |
1,303 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
3,346 |
3,346 |
UNCH |
0.00% |
| Trust Co. of Toledo NA OH |
1,066 |
1,066 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
50 |
50 |
UNCH |
0.00% |
| Vaughan Nelson Investment Management L.P. |
8,630 |
8,630 |
UNCH |
0.00% |
| Optimum Investment Advisors |
950 |
950 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
3,550 |
3,550 |
UNCH |
0.00% |
| Adirondack Trust Co. |
770 |
770 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
1,026 |
1,026 |
UNCH |
0.00% |
| Baker Boyer National Bank |
2,480 |
2,480 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
1,470 |
1,470 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
1,600 |
1,600 |
UNCH |
0.00% |
| Webster Bank N. A. |
371 |
371 |
UNCH |
0.00% |
| Pinnacle Financial Partners Inc. |
400 |
400 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
1,320 |
1,320 |
UNCH |
0.00% |
| Cumberland Advisors Inc. |
8,550 |
8,550 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
2,755 |
2,755 |
UNCH |
0.00% |
| Covenant Partners LLC |
980 |
980 |
UNCH |
0.00% |
| Farmers Trust Co. |
1,109 |
1,109 |
UNCH |
0.00% |
| Cornerstone Investment Partners LLC |
6,753 |
6,753 |
UNCH |
0.00% |
| Bangor Savings Bank |
102 |
102 |
UNCH |
0.00% |
| Atlas Brown Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
140 |
140 |
UNCH |
0.00% |
| BLB&B Advisors LLC |
1,108 |
1,108 |
UNCH |
0.00% |
| Cutter & CO Brokerage Inc. |
1,050 |
1,050 |
UNCH |
0.00% |
| Ipswich Investment Management Co. Inc. |
6,275 |
6,275 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
817 |
817 |
UNCH |
0.00% |
| Sageworth Trust Co |
1,410 |
1,410 |
UNCH |
0.00% |
| Alta Advisers Ltd |
400 |
400 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
130 |
130 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
30,940 |
30,940 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
50,482 |
50,482 |
UNCH |
0.00% |
| Court Place Advisors LLC |
1,253 |
1,253 |
UNCH |
0.00% |
| E&G Advisors LP |
1,216 |
1,216 |
UNCH |
0.00% |
| Joel Isaacson & Co. LLC |
2,111 |
2,111 |
UNCH |
0.00% |
| Private Ocean LLC |
37 |
37 |
UNCH |
0.00% |
| MCF Advisors LLC |
701 |
701 |
UNCH |
0.00% |
| Bray Capital Advisors |
500 |
500 |
UNCH |
0.00% |
| Westhampton Capital LLC |
14,460 |
14,460 |
UNCH |
0.00% |
| Perpetual Ltd |
1,130 |
1,130 |
UNCH |
0.00% |
| First PREMIER Bank |
1,118 |
1,118 |
UNCH |
0.00% |
| Grove Bank & Trust |
26 |
26 |
UNCH |
0.00% |
| Pinnacle Bank |
1,504 |
1,504 |
UNCH |
0.00% |
| Founders Capital Management |
19 |
19 |
UNCH |
0.00% |
| Fulcrum Capital LLC |
1,002 |
1,002 |
UNCH |
0.00% |
| Oak Asset Management LLC |
901 |
901 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
47 |
47 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
7 |
7 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
100 |
100 |
UNCH |
0.00% |
| Versant Capital Management Inc |
204 |
204 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
354 |
354 |
UNCH |
0.00% |
| Essex Savings Bank |
2,611 |
2,611 |
UNCH |
0.00% |
| Inlet Private Wealth LLC |
3,003 |
3,003 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
129 |
129 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
1,171 |
1,171 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
18 |
18 |
UNCH |
0.00% |
| Zhang Financial LLC |
895 |
895 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
47 |
47 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
30 |
30 |
UNCH |
0.00% |
| Heartwood Wealth Advisors LLC |
1,001 |
1,001 |
UNCH |
0.00% |
| Live Oak Private Wealth LLC |
1,012 |
1,012 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
44 |
44 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
1,263 |
1,263 |
UNCH |
0.00% |
| SkyOak Wealth LLC |
1,500 |
1,500 |
UNCH |
0.00% |
| S.A. Mason LLC |
1,050 |
1,050 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
1,207 |
1,207 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Eudaimonia Partners LLC |
903 |
903 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
188 |
188 |
UNCH |
0.00% |
| Horst & Graben Wealth Management LLC |
1,600 |
1,600 |
UNCH |
0.00% |
| West Financial Advisors LLC |
126 |
126 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
161 |
161 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
101 |
101 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
50 |
50 |
UNCH |
0.00% |
| Mill Capital Management LLC |
1,666 |
1,666 |
UNCH |
0.00% |
| Lynch Asset Management Inc. |
18,050 |
18,050 |
UNCH |
0.00% |
| Perfromance Wealth Partners LLC |
1,050 |
1,050 |
UNCH |
0.00% |
| City State Bank |
1,127 |
1,127 |
UNCH |
0.00% |
| Intelligent Financial Strategies |
195 |
195 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
128 |
128 |
UNCH |
0.00% |
| Carr Financial Group Corp |
1,179 |
1,179 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
366 |
366 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
96 |
96 |
UNCH |
0.00% |
| Fortune Financial Advisors LLC |
897 |
897 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
9 |
9 |
UNCH |
0.00% |
| Peoples Bank KS |
190 |
190 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
48 |
48 |
UNCH |
0.00% |
| Planning Capital Management Corp |
287 |
287 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
38 |
38 |
UNCH |
0.00% |
| Ashton Thomas Private Wealth LLC |
1,061 |
1,061 |
UNCH |
0.00% |
| 13F Filers Decreasing CMI Share Count |
|---|
| Assenagon Asset Management S.A. |
223,307 |
5,646 |
-217,661 |
-97.47% |
| USA Financial Portformulas Corp |
173 |
5 |
-168 |
-97.11% |
| CVA Family Office LLC |
235 |
15 |
-220 |
-93.62% |
| Donaldson Capital Management LLC |
202,382 |
14,680 |
-187,702 |
-92.75% |
| Boston Trust Walden Corp |
49,642 |
5,110 |
-44,532 |
-89.71% |
| JJJ Advisors Inc. |
605 |
105 |
-500 |
-82.64% |
| Gradient Investments LLC |
205 |
40 |
-165 |
-80.49% |
| Alaska Permanent Fund Corp |
38,691 |
9,864 |
-28,827 |
-74.51% |
| Bank of New Hampshire |
183 |
48 |
-135 |
-73.77% |
| Eagle Bluffs Wealth Management LLC |
6,160 |
1,976 |
-4,184 |
-67.92% |
| Symmetry Partners LLC |
6,501 |
2,789 |
-3,712 |
-57.10% |
| Sequoia Financial Advisors LLC |
5,790 |
2,668 |
-3,122 |
-53.92% |
| Park Place Capital Corp |
280 |
140 |
-140 |
-50.00% |
| Cullinan Associates Inc. |
31,160 |
16,648 |
-14,512 |
-46.57% |
| Hexagon Capital Partners LLC |
212 |
116 |
-96 |
-45.28% |
| Independence Bank of Kentucky |
285 |
170 |
-115 |
-40.35% |
| KAMES CAPITAL plc |
152,340 |
93,731 |
-58,609 |
-38.47% |
| Hennion & Walsh Asset Management Inc. |
12,470 |
7,815 |
-4,655 |
-37.33% |
| JGP Wealth Management LLC |
6,683 |
4,245 |
-2,438 |
-36.48% |
| Exchange Traded Concepts LLC |
277 |
184 |
-93 |
-33.57% |
| Perigon Wealth Management LLC |
1,381 |
929 |
-452 |
-32.73% |
| PFG Investments LLC |
2,316 |
1,593 |
-723 |
-31.22% |
| Lecap Asset Management Ltd. |
11,216 |
7,740 |
-3,476 |
-30.99% |
| First United Bank Trust |
103 |
73 |
-30 |
-29.13% |
| West Paces Advisors Inc. |
68 |
50 |
-18 |
-26.47% |
| Brown Advisory Inc. |
211,055 |
155,469 |
-55,586 |
-26.34% |
| Central Bank & Trust Co. |
445 |
329 |
-116 |
-26.07% |
| SeaCrest Wealth Management LLC |
1,211 |
896 |
-315 |
-26.01% |
| Olstein Capital Management L.P. |
31,000 |
23,500 |
-7,500 |
-24.19% |
| Los Angeles Capital Management & Equity Research Inc. |
44,262 |
34,142 |
-10,120 |
-22.86% |
| Cutler Investment Counsel LLC |
1,558 |
1,202 |
-356 |
-22.85% |
| Cornerstone Wealth Management LLC |
4,212 |
3,305 |
-907 |
-21.53% |
| Piscataqua Savings Bank |
353 |
279 |
-74 |
-20.96% |
| Astoria Portfolio Advisors LLC. |
1,005 |
804 |
-201 |
-20.00% |
| Diversified Trust Co |
11,450 |
9,177 |
-2,273 |
-19.85% |
| Aviance Capital Partners LLC |
2,070 |
1,670 |
-400 |
-19.32% |
| Pensionfund Sabic |
5,800 |
4,700 |
-1,100 |
-18.97% |
| Baldwin Brothers Inc. MA |
535 |
439 |
-96 |
-17.94% |
| Montecito Bank & Trust |
3,590 |
2,965 |
-625 |
-17.41% |
| Cambridge Investment Research Advisors Inc. |
35,855 |
29,806 |
-6,049 |
-16.87% |
| Gateway Investment Advisers LLC |
94,327 |
78,531 |
-15,796 |
-16.75% |
| Amalgamated Bank |
34,893 |
29,064 |
-5,829 |
-16.71% |
| Acropolis Investment Management LLC |
3,560 |
2,977 |
-583 |
-16.38% |
| Caldwell Sutter Capital Inc. |
619 |
518 |
-101 |
-16.32% |
| Congress Wealth Management LLC DE |
840 |
704 |
-136 |
-16.19% |
| Quad Cities Investment Group LLC |
1,165 |
985 |
-180 |
-15.45% |
| Swisher Financial Concepts Inc. |
921 |
782 |
-139 |
-15.09% |
| Krane Funds Advisors LLC |
2,086 |
1,776 |
-310 |
-14.86% |
| Sky Investment Group LLC |
1,493 |
1,273 |
-220 |
-14.74% |
| Trust Co |
218 |
186 |
-32 |
-14.68% |
| ST Germain D J Co. Inc. |
79,015 |
67,834 |
-11,181 |
-14.15% |
| West Coast Financial LLC |
5,317 |
4,568 |
-749 |
-14.09% |
| Harel Insurance Investments & Financial Services Ltd. |
1,669 |
1,446 |
-223 |
-13.36% |
| DNB Asset Management AS |
70,004 |
60,675 |
-9,329 |
-13.33% |
| Mn Services Vermogensbeheer B.V. |
66,003 |
57,303 |
-8,700 |
-13.18% |
| Boston Common Asset Management LLC |
46,431 |
40,480 |
-5,951 |
-12.82% |
| CMH Wealth Management LLC |
14,219 |
12,617 |
-1,602 |
-11.27% |
| Thrive Wealth Management LLC |
1,883 |
1,676 |
-207 |
-10.99% |
| Manning & Napier Group LLC |
59,227 |
53,018 |
-6,209 |
-10.48% |
| Wela Strategies Inc. |
1,622 |
1,453 |
-169 |
-10.42% |
| Aaron Wealth Advisors |
918 |
825 |
-93 |
-10.13% |
| Securian Asset Management Inc |
8,939 |
8,046 |
-893 |
-9.99% |
| New York State Teachers Retirement System |
136,321 |
123,116 |
-13,205 |
-9.69% |
| NovaPoint Capital LLC |
11,634 |
10,581 |
-1,053 |
-9.05% |
| Atlas Capital Advisors LLC |
285 |
260 |
-25 |
-8.77% |
| Kirr Marbach & Co. LLC IN |
1,182 |
1,079 |
-103 |
-8.71% |
| Louisiana State Employees Retirement System |
8,600 |
7,900 |
-700 |
-8.14% |
| Hartford Investment Management Co. |
9,557 |
8,807 |
-750 |
-7.85% |
| Burke & Herbert Bank & Trust Co. |
1,484 |
1,370 |
-114 |
-7.68% |
| Clarius Group LLC |
1,349 |
1,247 |
-102 |
-7.56% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
9,525 |
8,826 |
-699 |
-7.34% |
| California Public Employees Retirement System |
267,935 |
248,342 |
-19,593 |
-7.31% |
| Stratos Wealth Partners LTD. |
1,692 |
1,571 |
-121 |
-7.15% |
| Bank of New York Mellon Corp |
992,031 |
922,602 |
-69,429 |
-7.00% |
| Breakwater Capital Group |
1,091 |
1,016 |
-75 |
-6.87% |
| Compass Wealth Management LLC |
500 |
469 |
-31 |
-6.20% |
| Richard P Slaughter Associates Inc |
6,295 |
5,910 |
-385 |
-6.12% |
| OneAscent Financial Services LLC |
907 |
852 |
-55 |
-6.06% |
| Meritage Portfolio Management |
14,116 |
13,286 |
-830 |
-5.88% |
| Arbor Trust Wealth Advisors LLC |
1,770 |
1,670 |
-100 |
-5.65% |
| Financial Management Professionals Inc. |
1,626 |
1,536 |
-90 |
-5.54% |
| First Hawaiian Bank |
4,892 |
4,621 |
-271 |
-5.54% |
| Wendell David Associates Inc. |
1,501 |
1,421 |
-80 |
-5.33% |
| Mendota Financial Group LLC |
390 |
370 |
-20 |
-5.13% |
| State of Alaska Department of Revenue |
19,791 |
18,786 |
-1,005 |
-5.08% |
| Lake Street Financial LLC |
1,384 |
1,314 |
-70 |
-5.06% |
| AdvisorNet Financial Inc |
556 |
528 |
-28 |
-5.04% |
| Mather Group LLC. |
3,522 |
3,345 |
-177 |
-5.03% |
| Horizon Bancorp Inc. IN |
202 |
192 |
-10 |
-4.95% |
| Procyon Private Wealth Partners LLC |
1,485 |
1,415 |
-70 |
-4.71% |
| Farmers & Merchants Trust Co of Chambersburg PA |
427 |
407 |
-20 |
-4.68% |
| D. B. Root & Company LLC |
5,331 |
5,092 |
-239 |
-4.48% |
| RFG Advisory LLC |
3,499 |
3,344 |
-155 |
-4.43% |
| Valley National Advisers Inc. |
1,386 |
1,326 |
-60 |
-4.33% |
| Parsons Capital Management Inc. RI |
16,970 |
16,243 |
-727 |
-4.28% |
| Conning Inc. |
145,332 |
139,239 |
-6,093 |
-4.19% |
| Coastline Trust Co |
2,209 |
2,118 |
-91 |
-4.12% |
| Park Avenue Securities LLC |
4,615 |
4,427 |
-188 |
-4.07% |
| Busey Wealth Management |
60,034 |
57,631 |
-2,403 |
-4.00% |
| OLD National Bancorp IN |
76,813 |
73,863 |
-2,950 |
-3.84% |
| Retirement Systems of Alabama |
31,239 |
30,080 |
-1,159 |
-3.71% |
| Chapin Davis Inc. |
2,159 |
2,079 |
-80 |
-3.71% |
| Harbour Trust & Investment Management Co |
6,006 |
5,788 |
-218 |
-3.63% |
| Global Retirement Partners LLC |
2,811 |
2,709 |
-102 |
-3.63% |
| State of Michigan Retirement System |
42,537 |
41,037 |
-1,500 |
-3.53% |
| First Financial Bank Trust Division |
2,268 |
2,189 |
-79 |
-3.48% |
| Czech National Bank |
24,825 |
23,980 |
-845 |
-3.40% |
| Verdence Capital Advisors LLC |
7,883 |
7,618 |
-265 |
-3.36% |
| WBH Advisory Inc. |
8,267 |
7,993 |
-274 |
-3.31% |
| Union Savings Bank |
668 |
646 |
-22 |
-3.29% |
| Mirador Capital Partners LP |
1,398 |
1,352 |
-46 |
-3.29% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
47,535 |
45,970 |
-1,565 |
-3.29% |
| Investment Advisory Services Inc. TX ADV |
2,520 |
2,437 |
-83 |
-3.29% |
| Private Trust Co. NA |
2,057 |
1,994 |
-63 |
-3.06% |
| Franklin Street Advisors Inc. NC |
37,024 |
35,905 |
-1,119 |
-3.02% |
| Wolff Wiese Magana LLC |
105 |
102 |
-3 |
-2.86% |
| City Holding Co. |
17,382 |
16,896 |
-486 |
-2.80% |
| Stock Yards Bank & Trust Co. |
5,636 |
5,480 |
-156 |
-2.77% |
| New Mexico Educational Retirement Board |
7,354 |
7,154 |
-200 |
-2.72% |
| Rockland Trust Co. |
3,327 |
3,237 |
-90 |
-2.71% |
| Greenfield Savings Bank |
893 |
869 |
-24 |
-2.69% |
| Sunbelt Securities Inc. |
3,702 |
3,603 |
-99 |
-2.67% |
| Wynn Capital LLC |
2,355 |
2,295 |
-60 |
-2.55% |
| Fifth Third Bancorp |
89,775 |
87,485 |
-2,290 |
-2.55% |
| Wedge Capital Management L L P NC |
50,593 |
49,349 |
-1,244 |
-2.46% |
| JFS Wealth Advisors LLC |
85 |
83 |
-2 |
-2.35% |
| Trilogy Capital Inc. |
10,769 |
10,517 |
-252 |
-2.34% |
| YHB Investment Advisors Inc. |
17,606 |
17,199 |
-407 |
-2.31% |
| Banque Cantonale Vaudoise |
19,866 |
19,415 |
-451 |
-2.27% |
| Yousif Capital Management LLC |
21,297 |
20,817 |
-480 |
-2.25% |
| PSI Advisors LLC |
45 |
44 |
-1 |
-2.22% |
| Murphy Pohlad Asset Management LLC |
9,010 |
8,810 |
-200 |
-2.22% |
| Principal Financial Group Inc. |
1,050,087 |
1,027,595 |
-22,492 |
-2.14% |
| Weybosset Research & Management LLC |
44,460 |
43,511 |
-949 |
-2.13% |
| Cascade Investment Advisors Inc. |
7,323 |
7,169 |
-154 |
-2.10% |
| Northwest Bancshares Inc. |
25,100 |
24,575 |
-525 |
-2.09% |
| Cigna Investments Inc. New |
1,498 |
1,468 |
-30 |
-2.00% |
| Clifford Swan Investment Counsel LLC |
19,322 |
18,943 |
-379 |
-1.96% |
| QV Investors Inc. |
19,865 |
19,485 |
-380 |
-1.91% |
| Spire Wealth Management |
975 |
958 |
-17 |
-1.74% |
| First Merchants Corp |
21,391 |
21,050 |
-341 |
-1.59% |
| McGuire Investment Group LLC |
18,109 |
17,838 |
-271 |
-1.50% |
| Cullen Investment Group LTD. |
17,329 |
17,079 |
-250 |
-1.44% |
| Maryland State Retirement & Pension System |
10,827 |
10,672 |
-155 |
-1.43% |
| Sapient Capital LLC |
13,268 |
13,093 |
-175 |
-1.32% |
| Jacobs & Co. CA |
38,242 |
37,741 |
-501 |
-1.31% |
| Coastal Investment Advisors Inc. |
4,573 |
4,515 |
-58 |
-1.27% |
| Arkadios Wealth Advisors |
16,547 |
16,356 |
-191 |
-1.15% |
| Tennessee Valley Asset Management Partners |
814 |
805 |
-9 |
-1.11% |
| NBC Securities Inc. |
1,257 |
1,243 |
-14 |
-1.11% |
| Raymond James Trust N.A. |
5,506 |
5,448 |
-58 |
-1.05% |
| Plimoth Trust Co. LLC |
1,466 |
1,451 |
-15 |
-1.02% |
| Atlantic Union Bankshares Corp |
2,229 |
2,207 |
-22 |
-0.99% |
| First Horizon Advisors Inc. |
66,951 |
66,308 |
-643 |
-0.96% |
| MADDEN SECURITIES Corp |
2,675 |
2,650 |
-25 |
-0.93% |
| Valeo Financial Advisors LLC |
12,966 |
12,852 |
-114 |
-0.88% |
| Benjamin F. Edwards & Company Inc. |
28,544 |
28,292 |
-252 |
-0.88% |
| Adviser Investments LLC |
2,411 |
2,390 |
-21 |
-0.87% |
| Wesbanco Bank Inc. |
2,385 |
2,365 |
-20 |
-0.84% |
| Absher Wealth Management LLC |
9,273 |
9,198 |
-75 |
-0.81% |
| Butensky & Cohen Financial Security Inc. |
16,972 |
16,845 |
-127 |
-0.75% |
| Allen Mooney & Barnes Investment Advisors LLC |
40,066 |
39,782 |
-284 |
-0.71% |
| Culbertson A N & Co. Inc. |
36,161 |
35,909 |
-252 |
-0.70% |
| Daymark Wealth Partners LLC |
5,929 |
5,894 |
-35 |
-0.59% |
| Anderson Hoagland & Co. |
24,432 |
24,288 |
-144 |
-0.59% |
| Northern Financial Advisors Inc |
1,640 |
1,632 |
-8 |
-0.49% |
| Asset Dedication LLC |
1,643 |
1,635 |
-8 |
-0.49% |
| Rowland & Co. Investment Counsel ADV |
26,772 |
26,644 |
-128 |
-0.48% |
| Adams Asset Advisors LLC |
35,231 |
35,083 |
-148 |
-0.42% |
| Bruce G. Allen Investments LLC |
1,281 |
1,276 |
-5 |
-0.39% |
| DB Fitzpatrick & Co Inc |
4,316 |
4,300 |
-16 |
-0.37% |
| IFM Investors Pty Ltd |
28,428 |
28,330 |
-98 |
-0.34% |
| Romano Brothers AND Company |
10,594 |
10,560 |
-34 |
-0.32% |
| Kinneret Advisory LLC |
15,798 |
15,749 |
-49 |
-0.31% |
| Nilsine Partners LLC |
2,122 |
2,116 |
-6 |
-0.28% |
| Wealth Enhancement Advisory Services LLC |
16,313 |
16,270 |
-43 |
-0.26% |
| Uncommon Cents Investing LLC |
2,060 |
2,055 |
-5 |
-0.24% |
| Cardinal Capital Management Inc. |
113,027 |
112,753 |
-274 |
-0.24% |
| Bank of Stockton |
6,985 |
6,978 |
-7 |
-0.10% |
| 13F Filers Exiting CMI |
|---|
| Ables Iannone Moore & Associates Inc. |
4 |
0 |
-4 |
-100.00% |
| FCG Investment Co |
1,021 |
0 |
-1,021 |
-100.00% |
| Everpar Advisors LLC |
1,040 |
0 |
-1,040 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
45 |
0 |
-45 |
-100.00% |
| Premier Path Wealth Partners LLC |
1,108 |
0 |
-1,108 |
-100.00% |
| Invera Wealth Advisors LLC |
7,345 |
0 |
-7,345 |
-100.00% |
| Morton Brown Family Wealth LLC |
34 |
0 |
-34 |
-100.00% |
| Sweet Financial Partners LLC |
1,456 |
0 |
-1,456 |
-100.00% |
| IMPACTfolio LLC |
923 |
0 |
-923 |
-100.00% |
| Whalen Wealth Management Inc. |
1,738 |
0 |
-1,738 |
-100.00% |
| Cannon Global Investment Management LLC |
1,500 |
0 |
-1,500 |
-100.00% |
| Wealth Advisory Solutions LLC |
18,203 |
0 |
-18,203 |
-100.00% |
| Planned Solutions Inc. |
195 |
0 |
-195 |
-100.00% |
| Dohj LLC |
1,358 |
0 |
-1,358 |
-100.00% |
| Symphony Financial Ltd. Co. |
3,742 |
0 |
-3,742 |
-100.00% |
| Tsfg LLC |
2 |
0 |
-2 |
-100.00% |
| Oak Thistle LLC |
4,134 |
0 |
-4,134 |
-100.00% |
| 180 Wealth Advisors LLC |
1,741 |
0 |
-1,741 |
-100.00% |
| Legacy Advisors LLC |
1,213 |
0 |
-1,213 |
-100.00% |
| Mountain Capital Investment Advisors Inc |
1,264 |
0 |
-1,264 |
-100.00% |
| Summit Global Investments |
1,855 |
0 |
-1,855 |
-100.00% |
| Legacy Bridge LLC |
1,576 |
0 |
-1,576 |
-100.00% |
| Oliver Luxxe Assets LLC |
17,576 |
0 |
-17,576 |
-100.00% |
| Harfst & Associates Inc. |
9,058 |
0 |
-9,058 |
-100.00% |
| Verity & Verity LLC |
35,451 |
0 |
-35,451 |
-100.00% |
| Beech Hill Advisors Inc. |
8,867 |
0 |
-8,867 |
-100.00% |
| MeadowBrook Investment Advisors LLC |
45 |
0 |
-45 |
-100.00% |
| M&R Capital Management Inc. |
41 |
0 |
-41 |
-100.00% |
| Atwood & Palmer Inc. |
18 |
0 |
-18 |
-100.00% |
| Barrett & Company Inc. |
37 |
0 |
-37 |
-100.00% |
| Capital Advisors Inc. OK |
104,000 |
0 |
-104,000 |
-100.00% |
| Campbell Capital Management Inc. |
2,000 |
0 |
-2,000 |
-100.00% |
See Summary: Institutional Holders of CMI
See Details: Top 10 Hedge Funds Holding CMI
Also See: CMI Insider Buying
|
|
