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This page summarizes the CVX 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 CVX 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 CVX Share Count |
Ibex Wealth Advisors |
42 |
64,379 |
+64,337 |
+153183.33% |
Simplicity Wealth LLC |
1,640 |
70,174 |
+68,534 |
+4178.90% |
Norden Group LLC |
8,044 |
239,870 |
+231,826 |
+2881.97% |
Catalyst Capital Advisors LLC |
1,000 |
12,827 |
+11,827 |
+1182.70% |
Galvin Gaustad & Stein LLC |
5,322 |
62,276 |
+56,954 |
+1070.16% |
Lloyd Advisory Services LLC. |
2,705 |
15,070 |
+12,365 |
+457.12% |
Horizon Wealth Management LLC |
2,570 |
12,735 |
+10,165 |
+395.53% |
Eagle Strategies LLC |
1,474 |
6,253 |
+4,779 |
+324.22% |
Alta Capital Management LLC |
7,208 |
30,394 |
+23,186 |
+321.67% |
New Century Financial Group LLC |
5,118 |
19,335 |
+14,217 |
+277.78% |
WESPAC Advisors LLC |
3,051 |
11,135 |
+8,084 |
+264.96% |
Denali Advisors LLC |
1,700 |
6,100 |
+4,400 |
+258.82% |
PFG Investments LLC |
12,077 |
38,830 |
+26,753 |
+221.52% |
Silverleafe Capital Partners LLC |
1,971 |
5,797 |
+3,826 |
+194.11% |
Summit Trail Advisors LLC |
12,449 |
32,770 |
+20,321 |
+163.23% |
Aviance Capital Partners LLC |
5,165 |
12,965 |
+7,800 |
+151.02% |
Rise Advisors LLC |
616 |
1,508 |
+892 |
+144.81% |
Newbridge Financial Services Group Inc. |
2,273 |
4,801 |
+2,528 |
+111.22% |
Inscription Capital LLC |
37,225 |
75,270 |
+38,045 |
+102.20% |
Rather & Kittrell Inc. |
3,491 |
6,852 |
+3,361 |
+96.28% |
Aprio Wealth Management LLC |
1,411 |
2,751 |
+1,340 |
+94.97% |
First Citizens Bank & Trust Co. |
56,563 |
109,868 |
+53,305 |
+94.24% |
ZRC Wealth Management LLC |
1,906 |
3,571 |
+1,665 |
+87.36% |
Financial Synergies Wealth Advisors Inc. |
2,785 |
5,210 |
+2,425 |
+87.07% |
Synergy Financial Management LLC |
10,025 |
18,350 |
+8,325 |
+83.04% |
Revisor Wealth Management LLC |
2,645 |
4,780 |
+2,135 |
+80.72% |
Naviter Wealth LLC |
9,504 |
16,593 |
+7,089 |
+74.59% |
Johnson Bixby & Associates LLC |
2,310 |
3,995 |
+1,685 |
+72.94% |
Alpha Cubed Investments LLC |
65,943 |
112,146 |
+46,203 |
+70.07% |
Simon Quick Advisors LLC |
5,060 |
8,592 |
+3,532 |
+69.80% |
Financial Advisory Corp UT ADV |
1,479 |
2,509 |
+1,030 |
+69.64% |
Signal Advisors Wealth LLC |
2,010 |
3,400 |
+1,390 |
+69.15% |
Wiley BROS. Aintree Capital LLC |
13,596 |
22,692 |
+9,096 |
+66.90% |
Kingswood Wealth Advisors LLC |
13,522 |
22,079 |
+8,557 |
+63.28% |
SlateStone Wealth LLC |
56,107 |
90,718 |
+34,611 |
+61.69% |
CX Institutional |
14,831 |
23,779 |
+8,948 |
+60.33% |
Unique Wealth Strategies LLC |
2,452 |
3,913 |
+1,461 |
+59.58% |
Triton Wealth Management PLLC |
1,477 |
2,333 |
+856 |
+57.96% |
Parkside Investments LLC |
6,296 |
9,796 |
+3,500 |
+55.59% |
Cornerstone Wealth Group LLC |
29,830 |
46,236 |
+16,406 |
+55.00% |
General Partner Inc. |
2,994 |
4,593 |
+1,599 |
+53.41% |
Aaron Wealth Advisors |
4,321 |
6,606 |
+2,285 |
+52.88% |
Kovack Advisors Inc. |
44,741 |
68,156 |
+23,415 |
+52.33% |
GFS Advisors LLC |
36,282 |
54,177 |
+17,895 |
+49.32% |
Viking Fund Management LLC |
15,000 |
22,000 |
+7,000 |
+46.67% |
Plan Group Financial LLC |
2,732 |
3,993 |
+1,261 |
+46.16% |
Clear Creek Financial Management LLC |
11,112 |
16,212 |
+5,100 |
+45.90% |
Kowal Investment Group LLC |
7,528 |
10,941 |
+3,413 |
+45.34% |
Opinicus Capital Inc. |
4,311 |
6,207 |
+1,896 |
+43.98% |
GAMMA Investing LLC |
9,564 |
13,717 |
+4,153 |
+43.42% |
Firethorn Wealth Partners LLC |
2,654 |
3,759 |
+1,105 |
+41.64% |
Shepherd Financial Partners LLC |
2,850 |
4,028 |
+1,178 |
+41.33% |
Independence Bank of Kentucky |
23,137 |
32,662 |
+9,525 |
+41.17% |
Krilogy Financial LLC |
14,236 |
19,828 |
+5,592 |
+39.28% |
Dakota Wealth Management |
92,090 |
128,204 |
+36,114 |
+39.22% |
Everpar Advisors LLC |
9,429 |
13,069 |
+3,640 |
+38.60% |
Olistico Wealth LLC |
2,580 |
3,553 |
+973 |
+37.71% |
G&S Capital LLC |
21,233 |
29,162 |
+7,929 |
+37.34% |
Jacobsen Capital Management |
1,362 |
1,862 |
+500 |
+36.71% |
Founders Financial Securities LLC |
11,101 |
14,929 |
+3,828 |
+34.48% |
Robeco Institutional Asset Management B.V. |
426,771 |
573,389 |
+146,618 |
+34.36% |
FCG Investment Co |
4,450 |
5,967 |
+1,517 |
+34.09% |
Constitution Capital LLC |
1,876 |
2,476 |
+600 |
+31.98% |
Fifth Third Wealth Advisors LLC |
11,444 |
15,009 |
+3,565 |
+31.15% |
FirstPurpose Wealth LLC |
3,071 |
4,024 |
+953 |
+31.03% |
Miracle Mile Advisors LLC |
19,545 |
25,507 |
+5,962 |
+30.50% |
Bell Bank |
5,239 |
6,835 |
+1,596 |
+30.46% |
First Bank & Trust |
11,978 |
15,559 |
+3,581 |
+29.90% |
Sutton Place Investors LLC |
12,705 |
16,504 |
+3,799 |
+29.90% |
Natixis Advisors L.P. |
1,277,947 |
1,659,869 |
+381,922 |
+29.89% |
Abacus Wealth Partners LLC |
2,838 |
3,671 |
+833 |
+29.35% |
Greystone Financial Group LLC |
36,070 |
46,606 |
+10,536 |
+29.21% |
Pure Financial Advisors Inc. |
8,001 |
10,322 |
+2,321 |
+29.01% |
West Branch Capital LLC |
5,246 |
6,742 |
+1,496 |
+28.52% |
Waterway Wealth Management LLC |
4,326 |
5,555 |
+1,229 |
+28.41% |
Strategic Financial Concepts LLC |
4,571 |
5,831 |
+1,260 |
+27.57% |
Red Door Wealth Management LLC |
46,963 |
59,788 |
+12,825 |
+27.31% |
Wetzel Investment Advisors Inc. |
1,812 |
2,306 |
+494 |
+27.26% |
McAlister Sweet & Associates Inc. |
19,591 |
24,922 |
+5,331 |
+27.21% |
BKM Wealth Management LLC |
10,612 |
13,499 |
+2,887 |
+27.21% |
Fulcrum Equity Management |
3,363 |
4,269 |
+906 |
+26.94% |
Westside Investment Management Inc. |
2,469 |
3,124 |
+655 |
+26.53% |
MJP Associates Inc. ADV |
2,988 |
3,777 |
+789 |
+26.41% |
Annex Advisory Services LLC |
105,244 |
132,792 |
+27,548 |
+26.18% |
Wedmont Private Capital |
10,288 |
12,966 |
+2,678 |
+26.03% |
United Capital Management of KS Inc. |
20,549 |
25,763 |
+5,214 |
+25.37% |
Parisi Gray Wealth Management |
1,984 |
2,479 |
+495 |
+24.95% |
Venturi Wealth Management LLC |
19,300 |
23,964 |
+4,664 |
+24.17% |
GoalVest Advisory LLC |
5,929 |
7,331 |
+1,402 |
+23.65% |
Main Street Financial Solutions LLC |
16,631 |
20,549 |
+3,918 |
+23.56% |
Heartwood Wealth Advisors LLC |
4,716 |
5,802 |
+1,086 |
+23.03% |
High Net Worth Advisory Group LLC |
9,899 |
12,150 |
+2,251 |
+22.74% |
Monument Capital Management |
5,542 |
6,795 |
+1,253 |
+22.61% |
Cullen Investment Group LTD. |
27,728 |
33,985 |
+6,257 |
+22.57% |
Collective Family Office LLC |
5,594 |
6,843 |
+1,249 |
+22.33% |
Childress Capital Advisors LLC |
6,529 |
7,985 |
+1,456 |
+22.30% |
RMR Wealth Builders |
15,371 |
18,738 |
+3,367 |
+21.90% |
Claro Advisors LLC |
8,477 |
10,332 |
+1,855 |
+21.88% |
American National Bank |
61,586 |
75,037 |
+13,451 |
+21.84% |
Portside Wealth Group LLC |
14,949 |
18,206 |
+3,257 |
+21.79% |
Confluence Wealth Services Inc. |
27,159 |
33,070 |
+5,911 |
+21.76% |
Parsons Capital Management Inc. RI |
82,183 |
100,018 |
+17,835 |
+21.70% |
Sage Mountain Advisors LLC |
8,748 |
10,640 |
+1,892 |
+21.63% |
US Asset Management LLC |
2,006 |
2,439 |
+433 |
+21.59% |
Stablepoint Partners LLC |
29,656 |
36,003 |
+6,347 |
+21.40% |
Tevis Investment Management |
7,486 |
9,081 |
+1,595 |
+21.31% |
Oakworth Capital Inc. |
14,860 |
18,017 |
+3,157 |
+21.24% |
Eaton Financial Holdings Company LLC |
10,858 |
13,161 |
+2,303 |
+21.21% |
Southland Equity Partners LLC |
5,639 |
6,827 |
+1,188 |
+21.07% |
First International Bank & Trust |
1,613 |
1,949 |
+336 |
+20.83% |
Sequent Asset Management LLC |
1,589 |
1,915 |
+326 |
+20.52% |
BluePath Capital Management LLC |
6,448 |
7,770 |
+1,322 |
+20.50% |
Costello Asset Management INC |
5,890 |
7,096 |
+1,206 |
+20.48% |
Vicus Capital |
6,723 |
8,078 |
+1,355 |
+20.15% |
Thomasville National Bank |
4,991 |
5,980 |
+989 |
+19.82% |
Johnson & White Wealth Management LLC |
4,969 |
5,928 |
+959 |
+19.30% |
HF Advisory Group LLC |
2,875 |
3,429 |
+554 |
+19.27% |
Stephenson National Bank & Trust |
4,855 |
5,777 |
+922 |
+18.99% |
Manchester Financial Inc. |
1,625 |
1,932 |
+307 |
+18.89% |
Solitude Financial Services |
8,842 |
10,510 |
+1,668 |
+18.86% |
Veriti Management LLC |
35,876 |
42,628 |
+6,752 |
+18.82% |
Access Financial Services Inc. |
9,775 |
11,598 |
+1,823 |
+18.65% |
Norwood Financial Corp |
1,290 |
1,530 |
+240 |
+18.60% |
Private Capital Management LLC |
3,636 |
4,301 |
+665 |
+18.29% |
Absher Wealth Management LLC |
102,183 |
120,779 |
+18,596 |
+18.20% |
Strategic Planning Group LLC |
7,253 |
8,565 |
+1,312 |
+18.09% |
Kohmann Bosshard Financial Services LLC |
2,186 |
2,578 |
+392 |
+17.93% |
St. Johns Investment Management Company LLC |
7,494 |
8,836 |
+1,342 |
+17.91% |
Iams Wealth Management LLC |
10,099 |
11,801 |
+1,702 |
+16.85% |
First National Bank |
1,402 |
1,638 |
+236 |
+16.83% |
Wesbanco Bank Inc. |
195,486 |
227,996 |
+32,510 |
+16.63% |
L.M. Kohn & Company |
6,328 |
7,378 |
+1,050 |
+16.59% |
Capital Advisory Group Advisory Services LLC |
14,129 |
16,398 |
+2,269 |
+16.06% |
Outlook Wealth Advisors LLC |
12,612 |
14,556 |
+1,944 |
+15.41% |
BCM Advisors LLC |
1,543 |
1,775 |
+232 |
+15.04% |
Regatta Capital Group LLC |
4,606 |
5,294 |
+688 |
+14.94% |
Austin Private Wealth LLC |
6,971 |
7,998 |
+1,027 |
+14.73% |
Meridian Wealth Management LLC |
60,803 |
69,704 |
+8,901 |
+14.64% |
Norris Perne & French LLP MI |
2,129 |
2,437 |
+308 |
+14.47% |
Fermata Advisors LLC |
6,457 |
7,349 |
+892 |
+13.81% |
Strategic Advisors LLC |
20,634 |
23,466 |
+2,832 |
+13.72% |
Armstrong Henry H Associates Inc. |
1,367 |
1,550 |
+183 |
+13.39% |
Country Trust Bank |
164,769 |
186,675 |
+21,906 |
+13.29% |
St. Louis Financial Planners Asset Management LLC |
11,291 |
12,784 |
+1,493 |
+13.22% |
Flagship Harbor Advisors LLC |
27,028 |
30,577 |
+3,549 |
+13.13% |
Hara Capital LLC |
3,256 |
3,667 |
+411 |
+12.62% |
Benin Management CORP |
17,846 |
20,051 |
+2,205 |
+12.36% |
Advocate Group LLC |
52,198 |
58,584 |
+6,386 |
+12.23% |
Aurum Wealth Management Group LLC |
17,607 |
19,759 |
+2,152 |
+12.22% |
Sunbelt Securities Inc. |
30,595 |
34,318 |
+3,723 |
+12.17% |
Campbell Capital Management Inc. |
29,030 |
32,551 |
+3,521 |
+12.13% |
Premier Path Wealth Partners LLC |
9,809 |
10,973 |
+1,164 |
+11.87% |
Cox Capital Mgt LLC |
18,663 |
20,863 |
+2,200 |
+11.79% |
Root Financial Partners LLC |
3,773 |
4,217 |
+444 |
+11.77% |
GDS Wealth Management |
2,094 |
2,340 |
+246 |
+11.75% |
Brookstone Capital Management |
68,908 |
76,935 |
+8,027 |
+11.65% |
Garrett Investment Advisors LLC |
20,308 |
22,633 |
+2,325 |
+11.45% |
First National Bank Sioux Falls |
4,236 |
4,717 |
+481 |
+11.36% |
Blossom Wealth Management |
1,971 |
2,193 |
+222 |
+11.26% |
Traynor Capital Management Inc. |
13,778 |
15,307 |
+1,529 |
+11.10% |
PCG Wealth Advisors LLC |
1,472 |
1,635 |
+163 |
+11.07% |
Saxon Interests Inc. |
16,533 |
18,340 |
+1,807 |
+10.93% |
Trilogy Capital Inc. |
18,420 |
20,412 |
+1,992 |
+10.81% |
Strategic Blueprint LLC |
20,563 |
22,771 |
+2,208 |
+10.74% |
Cohen Investment Advisors LLC |
17,777 |
19,684 |
+1,907 |
+10.73% |
Allworth Financial LP |
96,271 |
106,533 |
+10,262 |
+10.66% |
McGlone Suttner Wealth Management Inc. |
8,510 |
9,411 |
+901 |
+10.59% |
United Asset Strategies Inc. |
74,111 |
81,834 |
+7,723 |
+10.42% |
Keel Point LLC |
5,704 |
6,295 |
+591 |
+10.36% |
Steigerwald Gordon & Koch Inc. |
1,838 |
2,027 |
+189 |
+10.28% |
Patton Albertson Miller Group LLC |
42,753 |
47,094 |
+4,341 |
+10.15% |
Sunpointe LLC |
3,110 |
3,425 |
+315 |
+10.13% |
Trifecta Capital Advisors LLC |
22,232 |
24,442 |
+2,210 |
+9.94% |
Asset Dedication LLC |
26,068 |
28,631 |
+2,563 |
+9.83% |
GHP Investment Advisors Inc. |
27,874 |
30,596 |
+2,722 |
+9.77% |
Chickasaw Capital Management LLC |
6,537 |
7,174 |
+637 |
+9.74% |
Lake Street Financial LLC |
16,663 |
18,279 |
+1,616 |
+9.70% |
Woodstock Corp |
43,168 |
47,321 |
+4,153 |
+9.62% |
Pathway Financial Advisors LLC |
1,725 |
1,891 |
+166 |
+9.62% |
DekaBank Deutsche Girozentrale |
1,954,762 |
2,142,159 |
+187,397 |
+9.59% |
Aletheian Wealth Advisors LLC |
4,542 |
4,976 |
+434 |
+9.56% |
Berry Wealth Group LP |
2,333 |
2,554 |
+221 |
+9.47% |
Well Done LLC |
4,048 |
4,431 |
+383 |
+9.46% |
S. R. Schill & Associates |
7,712 |
8,440 |
+728 |
+9.44% |
RFG Advisory LLC |
30,879 |
33,773 |
+2,894 |
+9.37% |
Arlington Financial Advisors LLC |
20,961 |
22,923 |
+1,962 |
+9.36% |
Congress Wealth Management LLC DE |
137,855 |
150,686 |
+12,831 |
+9.31% |
Total Clarity Wealth Management Inc. |
2,993 |
3,268 |
+275 |
+9.19% |
Dynamic Advisor Solutions LLC |
95,025 |
103,715 |
+8,690 |
+9.14% |
Moody Lynn & Lieberson LLC |
100,253 |
109,253 |
+9,000 |
+8.98% |
Romano Brothers AND Company |
10,983 |
11,966 |
+983 |
+8.95% |
Processus Wealth & Capital Management LLC |
8,004 |
8,719 |
+715 |
+8.93% |
WD Rutherford LLC |
21,670 |
23,591 |
+1,921 |
+8.86% |
Planning Capital Management Corp |
3,410 |
3,709 |
+299 |
+8.77% |
Congress Asset Management Co. MA |
364,501 |
395,708 |
+31,207 |
+8.56% |
Cypress Wealth Services LLC |
8,964 |
9,731 |
+767 |
+8.56% |
Chapin Davis Inc. |
26,779 |
29,049 |
+2,270 |
+8.48% |
Hexagon Capital Partners LLC |
8,071 |
8,754 |
+683 |
+8.46% |
River Street Advisors LLC |
2,507 |
2,719 |
+212 |
+8.46% |
WoodTrust Financial Corp |
36,946 |
40,054 |
+3,108 |
+8.41% |
Veracity Capital LLC |
4,715 |
5,101 |
+386 |
+8.19% |
Quantum Financial Advisors LLC |
3,198 |
3,460 |
+262 |
+8.19% |
Northwest Investment Counselors LLC |
2,090 |
2,261 |
+171 |
+8.18% |
Fort Pitt Capital Group LLC |
106,053 |
114,539 |
+8,486 |
+8.00% |
Catalyst Financial Partners LLC |
7,425 |
8,011 |
+586 |
+7.89% |
Raymond James & Associates |
3,678,949 |
3,968,637 |
+289,688 |
+7.87% |
Salem Investment Counselors Inc. |
31,166 |
33,608 |
+2,442 |
+7.84% |
ZWJ Investment Counsel Inc. |
204,045 |
219,966 |
+15,921 |
+7.80% |
Leibman Financial Services Inc. |
15,513 |
16,722 |
+1,209 |
+7.79% |
Center for Financial Planning Inc. |
12,726 |
13,712 |
+986 |
+7.75% |
Wealthcare Advisory Partners LLC |
22,613 |
24,349 |
+1,736 |
+7.68% |
Bruce G. Allen Investments LLC |
3,126 |
3,364 |
+238 |
+7.61% |
Adell Harriman & Carpenter Inc. |
61,315 |
65,891 |
+4,576 |
+7.46% |
Strong Tower Advisory Services |
7,678 |
8,250 |
+572 |
+7.45% |
Capital Asset Advisory Services LLC |
21,810 |
23,427 |
+1,617 |
+7.41% |
Clarity Financial LLC |
5,012 |
5,382 |
+370 |
+7.38% |
Hennessy Advisors Inc. |
62,932 |
67,532 |
+4,600 |
+7.31% |
Peoples Bank KS |
9,117 |
9,783 |
+666 |
+7.31% |
Dakota Community Bank & Trust NA |
1,626 |
1,742 |
+116 |
+7.13% |
Accel Wealth Management |
6,288 |
6,735 |
+447 |
+7.11% |
Financial Insights Inc. |
2,950 |
3,158 |
+208 |
+7.05% |
EWG Elevate Inc. |
1,560 |
1,670 |
+110 |
+7.05% |
Sawyer & Company Inc |
10,840 |
11,598 |
+758 |
+6.99% |
Argus Investors Counsel Inc. |
7,519 |
8,043 |
+524 |
+6.97% |
Prentice Wealth Management LLC |
2,919 |
3,122 |
+203 |
+6.95% |
Webster Bank N. A. |
22,792 |
24,355 |
+1,563 |
+6.86% |
D. B. Root & Company LLC |
10,046 |
10,733 |
+687 |
+6.84% |
Community Bank & Trust Waco Texas |
44,350 |
47,378 |
+3,028 |
+6.83% |
CWM LLC |
243,516 |
260,045 |
+16,529 |
+6.79% |
Sterling Investment Counsel LLC |
3,665 |
3,913 |
+248 |
+6.77% |
Vanguard Capital Wealth Advisors |
3,340 |
3,565 |
+225 |
+6.74% |
Spinnaker Investment Group LLC |
2,067 |
2,206 |
+139 |
+6.72% |
Gradient Investments LLC |
237,467 |
253,375 |
+15,908 |
+6.70% |
Diamant Asset Management Inc. |
4,420 |
4,716 |
+296 |
+6.70% |
Brown Miller Wealth Management LLC |
12,216 |
13,026 |
+810 |
+6.63% |
A. D. Beadell Investment Counsel Inc. |
6,413 |
6,833 |
+420 |
+6.55% |
Mirador Capital Partners LP |
98,020 |
104,428 |
+6,408 |
+6.54% |
DMG Group LLC |
6,759 |
7,200 |
+441 |
+6.52% |
Compass Wealth Management LLC |
42,056 |
44,790 |
+2,734 |
+6.50% |
Financial Management Professionals Inc. |
5,839 |
6,218 |
+379 |
+6.49% |
Arkfeld Wealth Strategies L.L.C. |
2,241 |
2,385 |
+144 |
+6.43% |
Whitener Capital Management Inc. |
13,564 |
14,435 |
+871 |
+6.42% |
Patten Group Inc. |
20,584 |
21,903 |
+1,319 |
+6.41% |
Cascade Investment Advisors Inc. |
6,742 |
7,172 |
+430 |
+6.38% |
Precedent Wealth Partners LLC |
8,904 |
9,470 |
+566 |
+6.36% |
WCM Investment Management LLC |
1,720 |
1,829 |
+109 |
+6.34% |
Bath Savings Trust Co |
26,975 |
28,680 |
+1,705 |
+6.32% |
AHL Investment Management Inc. |
13,929 |
14,807 |
+878 |
+6.30% |
Perkins Coie Trust Co |
40,114 |
42,601 |
+2,487 |
+6.20% |
Wealth Advisory Solutions LLC |
46,215 |
49,051 |
+2,836 |
+6.14% |
Coerente Capital Management |
20,540 |
21,790 |
+1,250 |
+6.09% |
Ellis Investment Partners LLC |
4,274 |
4,533 |
+259 |
+6.06% |
Atticus Wealth Management LLC |
4,147 |
4,397 |
+250 |
+6.03% |
Cyndeo Wealth Partners LLC |
15,803 |
16,753 |
+950 |
+6.01% |
Purus Wealth Management LLC |
3,556 |
3,768 |
+212 |
+5.96% |
Fulton Bank N.A. |
41,749 |
44,223 |
+2,474 |
+5.93% |
Long Run Wealth Advisors LLC |
2,611 |
2,764 |
+153 |
+5.86% |
Patrick M Sweeney & Associates Inc. |
2,618 |
2,770 |
+152 |
+5.81% |
Jamison Private Wealth Management Inc. |
28,508 |
30,156 |
+1,648 |
+5.78% |
Riverview Trust Co |
1,921 |
2,031 |
+110 |
+5.73% |
Telos Capital Management Inc. |
95,800 |
101,247 |
+5,447 |
+5.69% |
Hummer Financial Advisory Services Inc |
4,433 |
4,683 |
+250 |
+5.64% |
Revolve Wealth Partners LLC |
3,036 |
3,204 |
+168 |
+5.53% |
Albion Financial Group UT |
19,128 |
20,175 |
+1,047 |
+5.47% |
Midwest Financial Group LLC |
3,031 |
3,196 |
+165 |
+5.44% |
Ashton Thomas Private Wealth LLC |
56,413 |
59,480 |
+3,067 |
+5.44% |
Eagle Wealth Strategies LLC |
9,990 |
10,518 |
+528 |
+5.29% |
S.A. Mason LLC |
8,152 |
8,574 |
+422 |
+5.18% |
Horst & Graben Wealth Management LLC |
20,106 |
21,147 |
+1,041 |
+5.18% |
Trust Co |
909 |
956 |
+47 |
+5.17% |
Welch Group LLC |
354,856 |
372,870 |
+18,014 |
+5.08% |
Emerald Advisors LLC |
5,789 |
6,083 |
+294 |
+5.08% |
Uncommon Cents Investing LLC |
12,631 |
13,271 |
+640 |
+5.07% |
LVW Advisors LLC |
9,928 |
10,425 |
+497 |
+5.01% |
Massmutual Trust Co. FSB ADV |
294,080 |
308,752 |
+14,672 |
+4.99% |
Beddow Capital Management Inc. |
1,810 |
1,900 |
+90 |
+4.97% |
Woodmont Investment Counsel LLC |
104,222 |
109,395 |
+5,173 |
+4.96% |
E&G Advisors LP |
7,531 |
7,904 |
+373 |
+4.95% |
LVM Capital Management Ltd. MI |
91,852 |
96,379 |
+4,527 |
+4.93% |
HTLF Bank |
54,667 |
57,316 |
+2,649 |
+4.85% |
Valicenti Advisory Services Inc. |
54,648 |
57,273 |
+2,625 |
+4.80% |
Lindbrook Capital LLC |
12,932 |
13,541 |
+609 |
+4.71% |
CFM Wealth Partners LLC |
18,100 |
18,949 |
+849 |
+4.69% |
Sendero Wealth Management LLC |
6,256 |
6,549 |
+293 |
+4.68% |
Douglas Lane & Associates LLC |
430,494 |
450,594 |
+20,100 |
+4.67% |
Stolper Co |
47,998 |
50,224 |
+2,226 |
+4.64% |
Covenant Asset Management LLC |
10,350 |
10,828 |
+478 |
+4.62% |
Global Retirement Partners LLC |
45,516 |
47,596 |
+2,080 |
+4.57% |
Valley National Advisers Inc. |
3,148 |
3,291 |
+143 |
+4.54% |
Talbot Financial LLC |
100,468 |
104,990 |
+4,522 |
+4.50% |
Sage Rhino Capital LLC |
3,453 |
3,607 |
+154 |
+4.46% |
Channel Wealth LLC |
6,088 |
6,357 |
+269 |
+4.42% |
Hamel Associates Inc. |
43,666 |
45,591 |
+1,925 |
+4.41% |
SignalPoint Asset Management LLC |
14,317 |
14,947 |
+630 |
+4.40% |
Bangor Savings Bank |
17,985 |
18,774 |
+789 |
+4.39% |
Sterling Financial Group Inc. |
4,369 |
4,561 |
+192 |
+4.39% |
Register Financial Advisors LLC |
8,404 |
8,770 |
+366 |
+4.36% |
Chemistry Wealth Management LLC |
3,388 |
3,535 |
+147 |
+4.34% |
Allied Investment Advisors LLC |
68,507 |
71,465 |
+2,958 |
+4.32% |
B & T Capital Management DBA Alpha Capital Management |
23,151 |
24,147 |
+996 |
+4.30% |
Capital Advisors Wealth Management LLC |
14,790 |
15,424 |
+634 |
+4.29% |
Legacy Private Trust Co. |
45,359 |
47,299 |
+1,940 |
+4.28% |
Bank of New York Mellon Corp |
15,448,820 |
16,103,302 |
+654,482 |
+4.24% |
O Keefe Stevens Advisory Inc. |
1,360 |
1,417 |
+57 |
+4.19% |
BCS Wealth Management |
5,141 |
5,350 |
+209 |
+4.07% |
Accurate Wealth Management LLC |
21,625 |
22,503 |
+878 |
+4.06% |
KMG Fiduciary Partners LLC |
76,812 |
79,913 |
+3,101 |
+4.04% |
BKD Wealth Advisors LLC |
48,708 |
50,665 |
+1,957 |
+4.02% |
Morton Capital Management LLC CA |
3,143 |
3,269 |
+126 |
+4.01% |
Sovereign Financial Group Inc. |
3,176 |
3,303 |
+127 |
+4.00% |
Lantz Financial LLC |
21,845 |
22,711 |
+866 |
+3.96% |
Penbrook Management LLC |
1,665 |
1,730 |
+65 |
+3.90% |
Trinity Legacy Partners LLC |
29,360 |
30,504 |
+1,144 |
+3.90% |
Nvest Financial LLC |
15,726 |
16,338 |
+612 |
+3.89% |
Farmers Trust Co. |
9,410 |
9,771 |
+361 |
+3.84% |
Principle Wealth Partners LLC |
35,687 |
37,056 |
+1,369 |
+3.84% |
626 Financial LLC |
5,995 |
6,224 |
+229 |
+3.82% |
Citizens Business Bank |
28,106 |
29,180 |
+1,074 |
+3.82% |
Grimes & Company Inc. |
53,510 |
55,532 |
+2,022 |
+3.78% |
Marietta Wealth Management LLC |
27,307 |
28,339 |
+1,032 |
+3.78% |
Westhampton Capital LLC |
6,643 |
6,893 |
+250 |
+3.76% |
Beese Fulmer Investment Management Inc. |
93,874 |
97,291 |
+3,417 |
+3.64% |
First National Trust Co |
147,546 |
152,891 |
+5,345 |
+3.62% |
Madison Park Capital Advisors LLC |
5,939 |
6,151 |
+212 |
+3.57% |
N.E.W. Advisory Services LLC |
1,826 |
1,891 |
+65 |
+3.56% |
Mainsail Financial Group LLC |
4,253 |
4,404 |
+151 |
+3.55% |
Financial Partners Group LLC |
32,834 |
34,001 |
+1,167 |
+3.55% |
Spectrum Asset Management Inc. NB CA |
42,267 |
43,745 |
+1,478 |
+3.50% |
Tower Wealth Partners Inc. |
3,601 |
3,727 |
+126 |
+3.50% |
Nations Financial Group Inc. IA ADV |
31,096 |
32,182 |
+1,086 |
+3.49% |
Breakwater Capital Group |
2,618 |
2,708 |
+90 |
+3.44% |
First Merchants Corp |
51,246 |
53,004 |
+1,758 |
+3.43% |
Wealth Enhancement Advisory Services LLC |
859,938 |
889,441 |
+29,503 |
+3.43% |
Sloy Dahl & Holst LLC |
3,952 |
4,087 |
+135 |
+3.42% |
Selway Asset Management |
24,045 |
24,860 |
+815 |
+3.39% |
Eagle Bluffs Wealth Management LLC |
5,097 |
5,267 |
+170 |
+3.34% |
Cornerstone Wealth Management LLC |
20,975 |
21,673 |
+698 |
+3.33% |
Banque Cantonale Vaudoise |
51,282 |
52,992 |
+1,710 |
+3.33% |
Cambridge Investment Research Advisors Inc. |
440,778 |
455,401 |
+14,623 |
+3.32% |
DLK Investment Management LLC |
2,124 |
2,194 |
+70 |
+3.30% |
Somerset Trust Co |
13,787 |
14,236 |
+449 |
+3.26% |
Massachusetts Wealth Management |
21,441 |
22,141 |
+700 |
+3.26% |
Leonard Rickey Investment Advisors P.L.L.C. |
2,522 |
2,604 |
+82 |
+3.25% |
Abundance Wealth Counselors |
13,965 |
14,415 |
+450 |
+3.22% |
Daymark Wealth Partners LLC |
182,331 |
188,146 |
+5,815 |
+3.19% |
Advisors Management Group Inc. ADV |
20,911 |
21,570 |
+659 |
+3.15% |
TCP Asset Management LLC |
3,615 |
3,728 |
+113 |
+3.13% |
Independent Investors Inc. |
5,770 |
5,950 |
+180 |
+3.12% |
KLR Investment Advisors LLC |
4,302 |
4,435 |
+133 |
+3.09% |
Stockman Wealth Management Inc. |
56,803 |
58,554 |
+1,751 |
+3.08% |
JJJ Advisors Inc. |
4,121 |
4,248 |
+127 |
+3.08% |
Xcel Wealth Management LLC |
3,635 |
3,747 |
+112 |
+3.08% |
Mitchell & Pahl Private Wealth LLC |
11,199 |
11,543 |
+344 |
+3.07% |
Keene & Associates Inc. |
26,662 |
27,477 |
+815 |
+3.06% |
Thompson Investment Management Inc. |
37,615 |
38,762 |
+1,147 |
+3.05% |
Verum Partners LLC |
2,171 |
2,236 |
+65 |
+2.99% |
CIC Wealth LLC |
13,774 |
14,185 |
+411 |
+2.98% |
Elk River Wealth Management LLC |
5,872 |
6,044 |
+172 |
+2.93% |
Clarity Wealth Advisors LLC |
4,076 |
4,195 |
+119 |
+2.92% |
One Wealth Advisors LLC |
3,267 |
3,360 |
+93 |
+2.85% |
Adams Natural Resources Fund Inc. |
526,871 |
541,671 |
+14,800 |
+2.81% |
CVA Family Office LLC |
8,774 |
9,017 |
+243 |
+2.77% |
Wallace Advisory Group LLC |
42,341 |
43,515 |
+1,174 |
+2.77% |
Mustard Seed Financial LLC |
3,609 |
3,709 |
+100 |
+2.77% |
Regions Financial Corp |
820,156 |
842,660 |
+22,504 |
+2.74% |
Tempus Wealth Planning LLC |
2,984 |
3,064 |
+80 |
+2.68% |
Spire Wealth Management |
32,120 |
32,978 |
+858 |
+2.67% |
Wela Strategies Inc. |
3,233 |
3,319 |
+86 |
+2.66% |
AMI Asset Management Corp |
6,656 |
6,829 |
+173 |
+2.60% |
Liberty Capital Management Inc. |
1,660 |
1,703 |
+43 |
+2.59% |
David R. Rahn & Associates Inc. |
2,713 |
2,782 |
+69 |
+2.54% |
Patriot Investment Management Inc. |
2,007 |
2,058 |
+51 |
+2.54% |
Park Avenue Securities LLC |
79,503 |
81,500 |
+1,997 |
+2.51% |
Capital Investment Advisors LLC |
277,016 |
283,896 |
+6,880 |
+2.48% |
Checchi Capital Advisers LLC |
20,902 |
21,420 |
+518 |
+2.48% |
Coston McIsaac & Partners |
613 |
628 |
+15 |
+2.45% |
Crane Advisory LLC |
2,338 |
2,395 |
+57 |
+2.44% |
Bank of Stockton |
17,656 |
18,085 |
+429 |
+2.43% |
Horizon Bancorp Inc. IN |
1,241 |
1,271 |
+30 |
+2.42% |
Petredis Investment Advisors LLC |
57,488 |
58,869 |
+1,381 |
+2.40% |
Signature Wealth Management Group |
23,709 |
24,275 |
+566 |
+2.39% |
Carmel Capital Partners LLC |
2,467 |
2,526 |
+59 |
+2.39% |
Cravens & Co Advisors LLC |
9,470 |
9,696 |
+226 |
+2.39% |
OMNI 360 Wealth Inc. |
2,561 |
2,621 |
+60 |
+2.34% |
Everett Harris & Co. CA |
581,069 |
594,496 |
+13,427 |
+2.31% |
Genesee Capital Advisors LLC |
4,211 |
4,307 |
+96 |
+2.28% |
Archford Capital Strategies LLC |
10,408 |
10,643 |
+235 |
+2.26% |
Aua Capital Management LLC |
2,666 |
2,726 |
+60 |
+2.25% |
Silverlake Wealth Management LLC |
9,805 |
10,026 |
+221 |
+2.25% |
YHB Investment Advisors Inc. |
30,542 |
31,227 |
+685 |
+2.24% |
American Institute for Advanced Investment Management LLP |
6,506 |
6,651 |
+145 |
+2.23% |
Greylin Investment Mangement Inc. |
39,075 |
39,939 |
+864 |
+2.21% |
Compton Wealth Advisory Group LLC |
13,039 |
13,326 |
+287 |
+2.20% |
Centennial Wealth Advisory LLC |
5,633 |
5,757 |
+124 |
+2.20% |
LifePro Asset Management |
9,076 |
9,275 |
+199 |
+2.19% |
Valeo Financial Advisors LLC |
48,292 |
49,332 |
+1,040 |
+2.15% |
Smith Anglin Financial LLC |
5,941 |
6,068 |
+127 |
+2.14% |
Walkner Condon Financial Advisors LLC |
2,430 |
2,482 |
+52 |
+2.14% |
Arbor Trust Wealth Advisors LLC |
15,102 |
15,423 |
+321 |
+2.13% |
Carret Asset Management LLC |
80,820 |
82,532 |
+1,712 |
+2.12% |
Narwhal Capital Management |
35,244 |
35,989 |
+745 |
+2.11% |
Exeter Financial LLC |
25,326 |
25,853 |
+527 |
+2.08% |
Family Legacy Inc. |
7,186 |
7,335 |
+149 |
+2.07% |
Berger Financial Group Inc |
3,238 |
3,305 |
+67 |
+2.07% |
MinichMacGregor Wealth Management LLC |
3,152 |
3,217 |
+65 |
+2.06% |
Aspire Private Capital LLC |
986 |
1,006 |
+20 |
+2.03% |
Cooper Financial Group |
17,605 |
17,958 |
+353 |
+2.01% |
SNS Financial Group LLC |
1,555 |
1,586 |
+31 |
+1.99% |
NBC Securities Inc. |
38,540 |
39,300 |
+760 |
+1.97% |
Neville Rodie & Shaw Inc. |
61,402 |
62,607 |
+1,205 |
+1.96% |
InTrack Investment Management Inc |
12,732 |
12,981 |
+249 |
+1.96% |
Godsey & Gibb Associates |
117,159 |
119,435 |
+2,276 |
+1.94% |
Triangle Securities Wealth Management |
16,159 |
16,472 |
+313 |
+1.94% |
Adams Asset Advisors LLC |
73,300 |
74,701 |
+1,401 |
+1.91% |
Founders Capital Management LLC |
1,680 |
1,712 |
+32 |
+1.90% |
Pacifica Partners Inc. |
3,429 |
3,492 |
+63 |
+1.84% |
Apella Capital LLC |
7,410 |
7,546 |
+136 |
+1.84% |
BSW Wealth Partners |
3,622 |
3,688 |
+66 |
+1.82% |
Crescent Sterling Ltd. |
27,653 |
28,156 |
+503 |
+1.82% |
Legacy Wealth Asset Management LLC |
6,271 |
6,383 |
+112 |
+1.79% |
Core Wealth Partners LLC |
6,806 |
6,928 |
+122 |
+1.79% |
Gillespie Robinson & Grimm Inc. |
202,805 |
206,410 |
+3,605 |
+1.78% |
Professional Advisory Services Inc. |
4,100 |
4,172 |
+72 |
+1.76% |
Optimum Investment Advisors |
5,886 |
5,987 |
+101 |
+1.72% |
Iron Horse Wealth Management LLC |
875 |
890 |
+15 |
+1.71% |
Hubbell Strickland Wealth Management LLC |
9,271 |
9,429 |
+158 |
+1.70% |
Raub Brock Capital Management LP |
1,601 |
1,628 |
+27 |
+1.69% |
F&V Capital Management LLC |
116,966 |
118,946 |
+1,980 |
+1.69% |
Butensky & Cohen Financial Security Inc. |
28,510 |
28,993 |
+483 |
+1.69% |
IVC Wealth Advisors LLC |
2,012 |
2,046 |
+34 |
+1.69% |
DeDora Capital Inc. |
15,145 |
15,398 |
+253 |
+1.67% |
Ferguson Wellman Capital Management Inc. |
540,140 |
549,089 |
+8,949 |
+1.66% |
McAdam LLC |
3,440 |
3,497 |
+57 |
+1.66% |
MTM Investment Management LLC |
27,716 |
28,177 |
+461 |
+1.66% |
Yoder Wealth Management Inc. |
2,169 |
2,205 |
+36 |
+1.66% |
James Hambro & Partners |
4,817 |
4,896 |
+79 |
+1.64% |
SOA Wealth Advisors LLC. |
6,022 |
6,121 |
+99 |
+1.64% |
Sharkey Howes & Javer |
1,530 |
1,555 |
+25 |
+1.63% |
Bfsg LLC |
27,141 |
27,583 |
+442 |
+1.63% |
Allen Capital Group LLC |
24,838 |
25,241 |
+403 |
+1.62% |
Wealth Management Partners LLC |
13,032 |
13,242 |
+210 |
+1.61% |
Sage Capital Advisors llc |
38,189 |
38,799 |
+610 |
+1.60% |
Bridge Creek Capital Management LLC |
23,154 |
23,518 |
+364 |
+1.57% |
Nadler Financial Group Inc. |
2,196 |
2,230 |
+34 |
+1.55% |
Enterprise Bank & Trust Co |
22,573 |
22,920 |
+347 |
+1.54% |
Ellenbecker Investment Group |
4,281 |
4,346 |
+65 |
+1.52% |
Oakwell Private Wealth Management LLC |
1,490 |
1,512 |
+22 |
+1.48% |
Raymond James Financial Services Advisors Inc. |
1,721,668 |
1,746,686 |
+25,018 |
+1.45% |
Gilman Hill Asset Management LLC |
1,732 |
1,757 |
+25 |
+1.44% |
Compass Financial Group INC SD |
2,080 |
2,110 |
+30 |
+1.44% |
Exchange Capital Management Inc. |
4,270 |
4,331 |
+61 |
+1.43% |
AlphaMark Advisors LLC |
1,070 |
1,085 |
+15 |
+1.40% |
H&H Retirement Design & Management INC |
1,571 |
1,592 |
+21 |
+1.34% |
Wells Trecaso Financial Group LLC |
8,845 |
8,963 |
+118 |
+1.33% |
Matthew Goff Investment Advisor LLC |
3,794 |
3,844 |
+50 |
+1.32% |
Defined Wealth Management LLC |
4,281 |
4,337 |
+56 |
+1.31% |
Axiom Advisory LLC |
3,228 |
3,270 |
+42 |
+1.30% |
Visionary Horizons LLC |
3,878 |
3,928 |
+50 |
+1.29% |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
35,312 |
35,761 |
+449 |
+1.27% |
Sivia Capital Partners LLC |
3,706 |
3,752 |
+46 |
+1.24% |
Weaver Consulting Group |
5,767 |
5,838 |
+71 |
+1.23% |
Insight Wealth Strategies LLC |
184,422 |
186,676 |
+2,254 |
+1.22% |
Trueblood Wealth Management LLC |
17,277 |
17,488 |
+211 |
+1.22% |
Zullo Investment Group Inc. |
4,478 |
4,532 |
+54 |
+1.21% |
OneAscent Wealth Management LLC |
6,764 |
6,845 |
+81 |
+1.20% |
Amplius Wealth Advisors LLC |
4,352 |
4,403 |
+51 |
+1.17% |
Raymond James Trust N.A. |
187,254 |
189,391 |
+2,137 |
+1.14% |
Burkett Financial Services LLC |
454 |
459 |
+5 |
+1.10% |
Stonegate Investment Group LLC |
756,363 |
764,664 |
+8,301 |
+1.10% |
Affinity Capital Advisors LLC |
3,760 |
3,801 |
+41 |
+1.09% |
Dechtman Wealth Management LLC |
3,680 |
3,720 |
+40 |
+1.09% |
ERn Financial LLC |
6,584 |
6,655 |
+71 |
+1.08% |
Foundation Resource Management Inc. |
238,621 |
241,177 |
+2,556 |
+1.07% |
RDA Financial Network |
4,068 |
4,110 |
+42 |
+1.03% |
IAM Advisory LLC |
5,799 |
5,858 |
+59 |
+1.02% |
Forza Wealth Management LLC |
10,789 |
10,899 |
+110 |
+1.02% |
Alliance Wealth Advisors LLC |
2,378 |
2,402 |
+24 |
+1.01% |
Iowa State Bank |
49,248 |
49,733 |
+485 |
+0.98% |
Newton One Investments LLC |
307 |
310 |
+3 |
+0.98% |
Total Investment Management Inc. |
2,952 |
2,980 |
+28 |
+0.95% |
Baugh & Associates LLC |
27,315 |
27,575 |
+260 |
+0.95% |
Trust Point Inc. |
20,030 |
20,217 |
+187 |
+0.93% |
Cedar Brook Financial Partners LLC |
7,382 |
7,451 |
+69 |
+0.93% |
Hartford Financial Management Inc. |
39,014 |
39,373 |
+359 |
+0.92% |
Stillwater Capital Advisors LLC |
2,723 |
2,748 |
+25 |
+0.92% |
Cherry Creek Investment Advisors Inc. |
4,663 |
4,706 |
+43 |
+0.92% |
Cubic Asset Management LLC |
4,054 |
4,091 |
+37 |
+0.91% |
UMA Financial Services Inc. |
2,865 |
2,891 |
+26 |
+0.91% |
PSI Advisors LLC |
11,845 |
11,952 |
+107 |
+0.90% |
Bellevue Asset Management LLC |
1,236 |
1,247 |
+11 |
+0.89% |
Rocky Mountain Advisers LLC |
2,527 |
2,549 |
+22 |
+0.87% |
Nicholas Hoffman & Company LLC. |
17,100 |
17,247 |
+147 |
+0.86% |
Cullinan Associates Inc. |
186,624 |
188,197 |
+1,573 |
+0.84% |
Insight Folios Inc |
43,047 |
43,394 |
+347 |
+0.81% |
Harbor Investment Advisory LLC |
18,223 |
18,369 |
+146 |
+0.80% |
Northwest Bancshares Inc. |
42,436 |
42,775 |
+339 |
+0.80% |
Lawson Kroeker Investment Management Inc. NE |
46,355 |
46,723 |
+368 |
+0.79% |
LaFleur & Godfrey LLC |
74,153 |
74,741 |
+588 |
+0.79% |
BLB&B Advisors LLC |
131,124 |
132,162 |
+1,038 |
+0.79% |
Palumbo Wealth Management LLC |
3,560 |
3,588 |
+28 |
+0.79% |
West Oak Capital LLC |
17,943 |
18,083 |
+140 |
+0.78% |
Wealthfront Advisers LLC |
129,895 |
130,902 |
+1,007 |
+0.78% |
Bristlecone Advisors LLC |
16,821 |
16,951 |
+130 |
+0.77% |
Refined Wealth Management |
35,811 |
36,086 |
+275 |
+0.77% |
Live Oak Private Wealth LLC |
65,261 |
65,747 |
+486 |
+0.74% |
Northstar Asset Management LLC |
17,288 |
17,413 |
+125 |
+0.72% |
Rowland & Co. Investment Counsel ADV |
46,199 |
46,529 |
+330 |
+0.71% |
Financial Freedom LLC |
849 |
855 |
+6 |
+0.71% |
MCF Advisors LLC |
9,371 |
9,437 |
+66 |
+0.70% |
Mayfair Advisory Group LLC |
9,342 |
9,407 |
+65 |
+0.70% |
Caldwell Sutter Capital Inc. |
20,464 |
20,605 |
+141 |
+0.69% |
Northwest Quadrant Wealth Management LLC |
6,803 |
6,850 |
+47 |
+0.69% |
Pinnacle Associates Ltd. |
170,957 |
172,093 |
+1,136 |
+0.66% |
McLean Asset Management Corp |
1,830 |
1,842 |
+12 |
+0.66% |
Maryland State Retirement & Pension System |
133,964 |
134,809 |
+845 |
+0.63% |
Pioneer Trust Bank N A OR |
57,260 |
57,610 |
+350 |
+0.61% |
Acropolis Investment Management LLC |
17,242 |
17,348 |
+106 |
+0.61% |
Oak Asset Management LLC |
78,284 |
78,749 |
+465 |
+0.59% |
Zurcher Kantonalbank Zurich Cantonalbank |
670,888 |
674,524 |
+3,636 |
+0.54% |
American Financial Advisors LLC |
1,483 |
1,491 |
+8 |
+0.54% |
PFS Partners LLC |
1,483 |
1,491 |
+8 |
+0.54% |
Taddei Ludwig & Associates Inc. |
5,860 |
5,891 |
+31 |
+0.53% |
Sunflower Bank N.A. |
3,231 |
3,248 |
+17 |
+0.53% |
Bill Few Associates Inc. |
27,613 |
27,758 |
+145 |
+0.53% |
Silvia Mccoll Wealth Management LLC |
40,441 |
40,656 |
+215 |
+0.53% |
Brown Advisory Inc. |
203,559 |
204,619 |
+1,060 |
+0.52% |
Monterey Private Wealth Inc. |
4,396 |
4,419 |
+23 |
+0.52% |
Walker Financial Services Inc. |
1,741 |
1,750 |
+9 |
+0.52% |
Financial Security Advisor Inc. |
2,305 |
2,317 |
+12 |
+0.52% |
Eagle Capital Management LLC LA |
34,292 |
34,455 |
+163 |
+0.48% |
Next Level Private LLC |
5,820 |
5,848 |
+28 |
+0.48% |
Wagner Wealth Management LLC |
3,416 |
3,432 |
+16 |
+0.47% |
Parcion Private Wealth LLC |
44,610 |
44,815 |
+205 |
+0.46% |
Zhang Financial LLC |
3,441 |
3,456 |
+15 |
+0.44% |
Doliver Advisors LP |
7,932 |
7,966 |
+34 |
+0.43% |
McElhenny Sheffield Capital Management LLC |
4,456 |
4,475 |
+19 |
+0.43% |
Jeppson Wealth Management LLC |
16,488 |
16,558 |
+70 |
+0.42% |
Stewart & Patten Co. LLC |
98,786 |
99,187 |
+401 |
+0.41% |
Summit Financial LLC |
6,951 |
6,979 |
+28 |
+0.40% |
W Advisors LLC |
5,558 |
5,580 |
+22 |
+0.40% |
Tanglewood Legacy Advisors LLC |
4,554 |
4,572 |
+18 |
+0.40% |
Brookmont Capital Management |
22,696 |
22,779 |
+83 |
+0.37% |
Parkside Advisors LLC |
1,383 |
1,388 |
+5 |
+0.36% |
First Personal Financial Services |
2,814 |
2,824 |
+10 |
+0.36% |
Monarch Capital Management Inc. |
14,502 |
14,552 |
+50 |
+0.34% |
ForthRight Wealth Management LLC |
1,471 |
1,476 |
+5 |
+0.34% |
Acorn Wealth Advisors LLC |
1,854 |
1,860 |
+6 |
+0.32% |
Global Wealth Strategies & Associates |
309 |
310 |
+1 |
+0.32% |
Dash Acquisitions Inc. |
1,930 |
1,936 |
+6 |
+0.31% |
Strategy Asset Managers LLC |
52,922 |
53,074 |
+152 |
+0.29% |
FSC Wealth Advisors LLC |
688 |
690 |
+2 |
+0.29% |
Ballew Advisors Inc |
4,637 |
4,650 |
+13 |
+0.28% |
Gulf International Bank UK Ltd |
157,751 |
158,160 |
+409 |
+0.26% |
White Pine Investment CO |
33,661 |
33,744 |
+83 |
+0.25% |
Sugarloaf Wealth Management LLC |
1,699 |
1,703 |
+4 |
+0.24% |
TrueWealth Advisors LLC |
11,820 |
11,847 |
+27 |
+0.23% |
Oak Harbor Wealth Partners LLC |
8,577 |
8,596 |
+19 |
+0.22% |
Pflug Koory LLC |
7,229 |
7,244 |
+15 |
+0.21% |
Ferguson Shapiro LLC |
2,701 |
2,706 |
+5 |
+0.19% |
CRA Financial Services LLC |
12,620 |
12,643 |
+23 |
+0.18% |
CKW Financial Group |
1,278 |
1,280 |
+2 |
+0.16% |
Hyperion Partners LLC |
3,733 |
3,739 |
+6 |
+0.16% |
Altfest L J & Co. Inc. |
2,103 |
2,106 |
+3 |
+0.14% |
ODonnell Financial Services LLC |
3,472 |
3,477 |
+5 |
+0.14% |
Folger Nolan Fleming Douglas Capital Management Inc. |
49,847 |
49,914 |
+67 |
+0.13% |
Trust Co. of Toledo NA OH |
65,668 |
65,751 |
+83 |
+0.13% |
Pallas Capital Advisors LLC |
17,600 |
17,623 |
+23 |
+0.13% |
Keystone Wealth Services LLC |
1,570 |
1,572 |
+2 |
+0.13% |
Mechanics Bank Trust Department |
62,734 |
62,809 |
+75 |
+0.12% |
Founders Capital Management |
36,297 |
36,341 |
+44 |
+0.12% |
Signet Financial Management LLC |
1,866 |
1,868 |
+2 |
+0.11% |
Cottage Street Advisors LLC |
22,822 |
22,845 |
+23 |
+0.10% |
Perennial Advisors LLC |
5,127 |
5,132 |
+5 |
+0.10% |
Heritage Wealth Management Inc. Texas |
1,957 |
1,959 |
+2 |
+0.10% |
Evanson Asset Management LLC |
17,480 |
17,496 |
+16 |
+0.09% |
Sprinkle Financial Consultants LLC |
4,911 |
4,915 |
+4 |
+0.08% |
Pettinga Financial Advisors LLC |
2,697 |
2,699 |
+2 |
+0.07% |
Dixon Fnancial Services Inc. |
7,125 |
7,130 |
+5 |
+0.07% |
Pinnacle West Asset Management Inc. |
14,305 |
14,315 |
+10 |
+0.07% |
Cornell Pochily Investment Advisors Inc. |
12,062 |
12,068 |
+6 |
+0.05% |
Wolff Financial Management LLC |
8,839 |
8,843 |
+4 |
+0.05% |
Salvus Wealth Management LLC |
6,090 |
6,093 |
+3 |
+0.05% |
Virginia Wealth Management Group Inc. |
18,038 |
18,047 |
+9 |
+0.05% |
Private Trust Co. NA |
35,665 |
35,679 |
+14 |
+0.04% |
DNB Asset Management AS |
400,501 |
400,650 |
+149 |
+0.04% |
Prairie Sky Financial Group LLC |
2,695 |
2,696 |
+1 |
+0.04% |
Wealthstar Advisors LLC |
3,474 |
3,475 |
+1 |
+0.03% |
Howard Financial Services LTD. |
3,318 |
3,319 |
+1 |
+0.03% |
ST Germain D J Co. Inc. |
13,878 |
13,881 |
+3 |
+0.02% |
Exchange Traded Concepts LLC |
109,460 |
109,462 |
+2 |
+0.00% |
13F Filers Reporting New Positions In CVX |
Avondale Wealth Management |
0 |
0 |
UNCH |
100% |
Adams Diversified Equity Fund Inc. |
0 |
89,500 |
+89,500 |
+100% |
Anderson Hoagland & Co. |
0 |
1,613 |
+1,613 |
+100% |
Wasatch Advisors Inc. |
0 |
15,025 |
+15,025 |
+100% |
American National Bank & Trust Co. VA |
0 |
44,238 |
+44,238 |
+100% |
Cumberland Advisors Inc. |
0 |
1,290 |
+1,290 |
+100% |
Westend Capital Management LLC |
0 |
752 |
+752 |
+100% |
Tributary Capital Management LLC |
0 |
490 |
+490 |
+100% |
Confluence Investment Management LLC |
0 |
784,081 |
+784,081 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
197,822 |
+197,822 |
+100% |
P&S Credit Management L.P. |
0 |
20,000 |
+20,000 |
+100% |
Community Financial Services Group LLC |
0 |
12,852 |
+12,852 |
+100% |
Silver Lake Advisory LLC |
0 |
2,364 |
+2,364 |
+100% |
BTC Capital Management Inc. |
0 |
70,236 |
+70,236 |
+100% |
Fragasso Group Inc. |
0 |
1,410 |
+1,410 |
+100% |
Richardson Capital Management LLC |
0 |
365 |
+365 |
+100% |
Financial Enhancement Group LLC |
0 |
1,281 |
+1,281 |
+100% |
Pegasus Partners Ltd. |
0 |
1,331 |
+1,331 |
+100% |
Horizon Financial Services LLC |
0 |
12 |
+12 |
+100% |
Cahaba Wealth Management Inc. |
0 |
1,286 |
+1,286 |
+100% |
Selective Wealth Management Inc. |
0 |
1,326 |
+1,326 |
+100% |
Dougherty Wealth Advisers LLC |
0 |
20 |
+20 |
+100% |
Oak Thistle LLC |
0 |
1,276 |
+1,276 |
+100% |
CCG Wealth Management LLC |
0 |
6,486 |
+6,486 |
+100% |
tru Independence LLC |
0 |
32,749 |
+32,749 |
+100% |
Future Financial Wealth Managment LLC |
0 |
1,199 |
+1,199 |
+100% |
Game Plan Financial Advisors LLC |
0 |
9,107 |
+9,107 |
+100% |
Optas LLC |
0 |
1,405 |
+1,405 |
+100% |
First Pacific Financial |
0 |
27 |
+27 |
+100% |
Grant GrossMendelsohn LLC |
0 |
1,520 |
+1,520 |
+100% |
Richard P Slaughter Associates Inc |
0 |
13,909 |
+13,909 |
+100% |
Whitcomb & Hess Inc. |
0 |
1,297 |
+1,297 |
+100% |
Canvas Wealth Advisors LLC |
0 |
1,791 |
+1,791 |
+100% |
Roberts Wealth Advisors LLC |
0 |
3,559 |
+3,559 |
+100% |
DB Fitzpatrick & Co Inc |
0 |
9,754 |
+9,754 |
+100% |
Kercheville Advisors LLC |
0 |
1,480 |
+1,480 |
+100% |
GoalFusion Wealth Management LLC |
0 |
1,313 |
+1,313 |
+100% |
Highview Capital Management LLC DE |
0 |
5,865 |
+5,865 |
+100% |
Cherrydale Wealth Management LLC |
0 |
1,414 |
+1,414 |
+100% |
AFG Fiduciary Services Limited Partnership |
0 |
1,302 |
+1,302 |
+100% |
Consilio Wealth Advisors LLC |
0 |
1,318 |
+1,318 |
+100% |
Redmont Wealth Advisors LLC |
0 |
129 |
+129 |
+100% |
Richelieu Gestion PLC |
0 |
900 |
+900 |
+100% |
Safeguard Financial LLC |
0 |
1,333 |
+1,333 |
+100% |
Retirement Guys Formula LLC |
0 |
4,645 |
+4,645 |
+100% |
Global Assets Advisory LLC |
0 |
992,023 |
+992,023 |
+100% |
Hoxton Planning & Management LLC |
0 |
1,482 |
+1,482 |
+100% |
Milestone Asset Management LLC |
0 |
17,911 |
+17,911 |
+100% |
Christopher J. Hasenberg Inc |
0 |
42 |
+42 |
+100% |
Dixon Mitchell Investment Counsel Inc. |
0 |
351 |
+351 |
+100% |
Focus Financial Network Inc. |
0 |
16,265 |
+16,265 |
+100% |
Triad Wealth Partners LLC |
0 |
2,308 |
+2,308 |
+100% |
Accordant Advisory Group Inc |
0 |
15,083 |
+15,083 |
+100% |
Emprise Bank |
0 |
4,160 |
+4,160 |
+100% |
Lane & Associates LLC |
0 |
2,185 |
+2,185 |
+100% |
Cascade Wealth Advisors Inc |
0 |
1,524 |
+1,524 |
+100% |
13F Filers With Unchanged Share Count |
Planning Alternatives Ltd. ADV |
1,763 |
1,763 |
UNCH |
0.00% |
First National Corp MA ADV |
4,061 |
4,061 |
UNCH |
0.00% |
Barrett & Company Inc. |
6,338 |
6,338 |
UNCH |
0.00% |
Fort Washington Investment Advisors Inc. OH |
500,771 |
500,771 |
UNCH |
0.00% |
Sterling Investment Advisors LLC ADV |
1,400 |
1,400 |
UNCH |
0.00% |
Check Capital Management Inc. CA |
1,500 |
1,500 |
UNCH |
0.00% |
Amarillo National Bank |
8,473 |
8,473 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
12,449 |
12,449 |
UNCH |
0.00% |
First Fiduciary Investment Counsel Inc. |
1,823 |
1,823 |
UNCH |
0.00% |
Advanced Asset Management Advisors Inc |
46,826 |
46,826 |
UNCH |
0.00% |
Baker Boyer National Bank |
3,153 |
3,153 |
UNCH |
0.00% |
Proffitt & Goodson Inc. |
667 |
667 |
UNCH |
0.00% |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
383,995 |
383,995 |
UNCH |
0.00% |
Harvey Investment Co. LLC |
11,442 |
11,442 |
UNCH |
0.00% |
Rice Hall James & Associates LLC |
3,737 |
3,737 |
UNCH |
0.00% |
Deltec Asset Management LLC |
7,637 |
7,637 |
UNCH |
0.00% |
America First Investment Advisors LLC |
3,748 |
3,748 |
UNCH |
0.00% |
Willis Investment Counsel |
71,746 |
71,746 |
UNCH |
0.00% |
Canal Insurance CO |
119,240 |
119,240 |
UNCH |
0.00% |
Pacific Heights Asset Management LLC |
150,000 |
150,000 |
UNCH |
0.00% |
SOL Capital Management CO |
3,734 |
3,734 |
UNCH |
0.00% |
Merrion Investment Management Co LLC |
6,771 |
6,771 |
UNCH |
0.00% |
Horrell Capital Management Inc. |
28 |
28 |
UNCH |
0.00% |
Hall Laurie J Trustee |
1,129 |
1,129 |
UNCH |
0.00% |
Diversified Investment Strategies LLC |
1,436 |
1,436 |
UNCH |
0.00% |
Gibson Capital LLC |
3,320 |
3,320 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
43,000 |
43,000 |
UNCH |
0.00% |
Timber Creek Capital Management LLC |
8,561 |
8,561 |
UNCH |
0.00% |
Kessler Investment Group LLC |
125 |
125 |
UNCH |
0.00% |
Alta Advisers Ltd |
4,700 |
4,700 |
UNCH |
0.00% |
Lbmc Investment Advisors LLC |
5,627 |
5,627 |
UNCH |
0.00% |
National Mutual Insurance Federation of Agricultural Cooperatives |
99,000 |
99,000 |
UNCH |
0.00% |
Smith & Howard Wealth Management LLC |
1,519 |
1,519 |
UNCH |
0.00% |
Stonehearth Capital Management LLC |
1,483 |
1,483 |
UNCH |
0.00% |
Consolidated Investment Group LLC |
18,600 |
18,600 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
738 |
738 |
UNCH |
0.00% |
Arbor Investment Advisors LLC |
1,744 |
1,744 |
UNCH |
0.00% |
R.H. Dinel Investment Counsel Inc. |
34,210 |
34,210 |
UNCH |
0.00% |
Cranbrook Wealth Management LLC |
143 |
143 |
UNCH |
0.00% |
Community Bank of Raymore |
2,087 |
2,087 |
UNCH |
0.00% |
Stanley Laman Group Ltd. |
25,160 |
25,160 |
UNCH |
0.00% |
Bishop & Co Investment Management LLC |
1,697 |
1,697 |
UNCH |
0.00% |
Grassi Investment Management |
56,396 |
56,396 |
UNCH |
0.00% |
Elite Wealth Management Inc. |
4,737 |
4,737 |
UNCH |
0.00% |
Northstar Group Inc. |
1,365 |
1,365 |
UNCH |
0.00% |
Deane Retirement Strategies Inc. |
842 |
842 |
UNCH |
0.00% |
Home Federal Bank of Tennessee |
12,954 |
12,954 |
UNCH |
0.00% |
Ackerman Capital Advisors LLC |
7,707 |
7,707 |
UNCH |
0.00% |
Slow Capital Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
Security National Bank |
4,290 |
4,290 |
UNCH |
0.00% |
Demars Financial Group LLC |
1,631 |
1,631 |
UNCH |
0.00% |
Northwest Capital Management Inc |
2,039 |
2,039 |
UNCH |
0.00% |
Luken Investment Analytics LLC |
250 |
250 |
UNCH |
0.00% |
Requisite Capital Management LLC |
6,025 |
6,025 |
UNCH |
0.00% |
Paradiem LLC |
1,562 |
1,562 |
UNCH |
0.00% |
Quad Cities Investment Group LLC |
1,377 |
1,377 |
UNCH |
0.00% |
Vishria Bird Financial Group LLC |
5,641 |
5,641 |
UNCH |
0.00% |
Essex Savings Bank |
134,898 |
134,898 |
UNCH |
0.00% |
Insight Financial Services |
10 |
10 |
UNCH |
0.00% |
Yarbrough Capital LLC |
29,107 |
29,107 |
UNCH |
0.00% |
Atwater Malick LLC |
2,755 |
2,755 |
UNCH |
0.00% |
Legend Financial Advisors Inc. |
53 |
53 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
253 |
253 |
UNCH |
0.00% |
HBW Advisory Services LLC |
4,217 |
4,217 |
UNCH |
0.00% |
Moulton Wealth Management Inc. |
4,846 |
4,846 |
UNCH |
0.00% |
Pavion Blue Capital LLC |
14,862 |
14,862 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
465 |
465 |
UNCH |
0.00% |
PFG Private Wealth Management LLC |
16 |
16 |
UNCH |
0.00% |
Bridgewealth Advisory Group LLC |
5,959 |
5,959 |
UNCH |
0.00% |
Lion Street Advisors LLC |
9,436 |
9,436 |
UNCH |
0.00% |
Marotta Asset Management |
1,755 |
1,755 |
UNCH |
0.00% |
Investment Research & Advisory Group Inc. |
703 |
703 |
UNCH |
0.00% |
TI Trust Inc. |
13,998 |
13,998 |
UNCH |
0.00% |
RTD Financial Advisors Inc. |
2,147 |
2,147 |
UNCH |
0.00% |
Davis Capital Management |
566 |
566 |
UNCH |
0.00% |
StrongBox Wealth LLC |
26,366 |
26,366 |
UNCH |
0.00% |
Sara Bay Financial |
1,931 |
1,931 |
UNCH |
0.00% |
AF Advisors Inc. |
4,370 |
4,370 |
UNCH |
0.00% |
Signature Wealth Management Partners LLC |
5,818 |
5,818 |
UNCH |
0.00% |
IAG Wealth Partners LLC |
1,817 |
1,817 |
UNCH |
0.00% |
Hoese & Co LLP |
168 |
168 |
UNCH |
0.00% |
Kesler Norman & Wride LLC |
1,519 |
1,519 |
UNCH |
0.00% |
4J Wealth Management LLC |
1,462 |
1,462 |
UNCH |
0.00% |
Phoenix Wealth Advisors |
1,653 |
1,653 |
UNCH |
0.00% |
Annapolis Financial Services LLC |
495 |
495 |
UNCH |
0.00% |
TriaGen Wealth Management LLC |
12,117 |
12,117 |
UNCH |
0.00% |
Bluesphere Advisors LLC |
1,574 |
1,574 |
UNCH |
0.00% |
Compton Financial Group LLC |
2,977 |
2,977 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
206 |
206 |
UNCH |
0.00% |
ADE LLC |
1,860 |
1,860 |
UNCH |
0.00% |
Robbins Farley LLC |
100 |
100 |
UNCH |
0.00% |
TNF LLC |
2,743 |
2,743 |
UNCH |
0.00% |
Howard Capital Management Group LLC |
4,314 |
4,314 |
UNCH |
0.00% |
Crestmont Private Wealth LLC |
4,334 |
4,334 |
UNCH |
0.00% |
JTC Employer Solutions Trusteee Ltd |
15,178 |
15,178 |
UNCH |
0.00% |
Border to Coast Pensions Partnership Ltd |
345,085 |
345,085 |
UNCH |
0.00% |
Maryland Capital Advisors Inc. |
3,856 |
3,856 |
UNCH |
0.00% |
Bromfield Sneider Wealth Advisors |
235 |
235 |
UNCH |
0.00% |
Agate Pass Investment Management LLC |
3,934 |
3,934 |
UNCH |
0.00% |
Capricorn Fund Managers Ltd |
23,192 |
23,192 |
UNCH |
0.00% |
Claris Advisors LLC MO |
2,012 |
2,012 |
UNCH |
0.00% |
Hedges Asset Management LLC |
13,542 |
13,542 |
UNCH |
0.00% |
Bowman & Co S.C. |
2,280 |
2,280 |
UNCH |
0.00% |
Von Berge Wealth Management Group LLC |
1,879 |
1,879 |
UNCH |
0.00% |
McBroom & Associates LLC |
3,597 |
3,597 |
UNCH |
0.00% |
City State Bank |
6,046 |
6,046 |
UNCH |
0.00% |
Ulland Investment Advisors LLC |
718 |
718 |
UNCH |
0.00% |
BetterWealth LLC |
3,070 |
3,070 |
UNCH |
0.00% |
Mason & Associates Inc |
2,265 |
2,265 |
UNCH |
0.00% |
Smallwood Wealth Investment Management LLC |
4,806 |
4,806 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
4,674 |
4,674 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
852 |
852 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
5,231 |
5,231 |
UNCH |
0.00% |
Creative Capital Management Investments LLC |
857 |
857 |
UNCH |
0.00% |
Stephens Consulting LLC |
455 |
455 |
UNCH |
0.00% |
Heritage Wealth Partners LLC |
1,383 |
1,383 |
UNCH |
0.00% |
Park Edge Advisors LLC |
2,211 |
2,211 |
UNCH |
0.00% |
Meritas Wealth Management LLC |
1,353 |
1,353 |
UNCH |
0.00% |
Halpern Financial Inc. |
131 |
131 |
UNCH |
0.00% |
Peirce Capital Management LLC |
3,652 |
3,652 |
UNCH |
0.00% |
Partnership Wealth Management LLC |
5,900 |
5,900 |
UNCH |
0.00% |
Voisard Asset Management Group Inc. |
1,054 |
1,054 |
UNCH |
0.00% |
1858 Wealth Management LLC |
1,389 |
1,389 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
407 |
407 |
UNCH |
0.00% |
Mainsail Asset Management LLC |
1,876 |
1,876 |
UNCH |
0.00% |
13F Filers Decreasing CVX Share Count |
Verity & Verity LLC |
133,227 |
2,582 |
-130,645 |
-98.06% |
Blue Bell Private Wealth Management LLC |
211 |
5 |
-206 |
-97.63% |
GUNN & Co INVESTMENT MANAGEMENT INC. |
15,599 |
1,740 |
-13,859 |
-88.85% |
Roble Belko & Company Inc |
344 |
71 |
-273 |
-79.36% |
Advisor Resource Council |
11,629 |
2,426 |
-9,203 |
-79.14% |
Rational Advisors LLC |
1,000 |
252 |
-748 |
-74.80% |
Sollinda Capital Management LLC |
5,124 |
1,501 |
-3,623 |
-70.71% |
Apexium Financial LP |
24,463 |
7,236 |
-17,227 |
-70.42% |
Activest Wealth Management |
464 |
141 |
-323 |
-69.61% |
Eudaimonia Partners LLC |
25,596 |
9,306 |
-16,290 |
-63.64% |
Simplex Trading LLC |
199,869 |
79,204 |
-120,665 |
-60.37% |
Stratos Wealth Advisors LLC |
40,982 |
18,050 |
-22,932 |
-55.96% |
Assenagon Asset Management S.A. |
561,880 |
254,463 |
-307,417 |
-54.71% |
Los Angeles Capital Management & Equity Research Inc. |
922,857 |
425,943 |
-496,914 |
-53.85% |
Bremer Bank National Association |
9,923 |
4,828 |
-5,095 |
-51.35% |
Trivant Custom Portfolio Group LLC |
32,413 |
15,933 |
-16,480 |
-50.84% |
Segment Wealth Management LLC |
57,082 |
28,853 |
-28,229 |
-49.45% |
WESPAC Advisors SoCal LLC |
2,714 |
1,392 |
-1,322 |
-48.71% |
Kennedy Investment Group |
3,152 |
1,713 |
-1,439 |
-45.65% |
Traveka Wealth LLC |
3,132 |
1,705 |
-1,427 |
-45.56% |
Rosenberg Matthew Hamilton |
11,411 |
6,235 |
-5,176 |
-45.36% |
First National Bank of Mount Dora Trust Investment Services |
21,685 |
12,645 |
-9,040 |
-41.69% |
Monticello Wealth Management LLC |
13,349 |
7,787 |
-5,562 |
-41.67% |
Foster Victor Wealth Advisors LLC |
3,885 |
2,307 |
-1,578 |
-40.62% |
Diversified Trust Co |
48,541 |
30,105 |
-18,436 |
-37.98% |
Jackson Square Capital LLC |
6,535 |
4,093 |
-2,442 |
-37.37% |
Opal Wealth Advisors LLC |
4,565 |
2,898 |
-1,667 |
-36.52% |
SeaCrest Wealth Management LLC |
62,413 |
40,061 |
-22,352 |
-35.81% |
Coastline Trust Co |
31,477 |
20,443 |
-11,034 |
-35.05% |
TruWealth Advisors LLC |
157,230 |
103,268 |
-53,962 |
-34.32% |
Foster Group Inc. |
5,263 |
3,520 |
-1,743 |
-33.12% |
Carl Stuart Investment Advisor Inc. |
1,954 |
1,309 |
-645 |
-33.01% |
JGP Wealth Management LLC |
8,736 |
5,944 |
-2,792 |
-31.96% |
Zimmermann Investment Management & Planning LLC |
2,597 |
1,884 |
-713 |
-27.45% |
Verdence Capital Advisors LLC |
30,173 |
22,057 |
-8,116 |
-26.90% |
Fundamentun LLC |
33,576 |
24,568 |
-9,008 |
-26.83% |
Sunburst Financial Group LLC |
2,682 |
1,970 |
-712 |
-26.55% |
Falcon Wealth Planning |
2,705 |
2,036 |
-669 |
-24.73% |
Blodgett Wealth Advisors LLC |
4,691 |
3,542 |
-1,149 |
-24.49% |
Calton & Associates Inc. |
11,748 |
9,007 |
-2,741 |
-23.33% |
Capstone Wealth Management Group LLC |
8,904 |
6,865 |
-2,039 |
-22.90% |
Whelan Financial |
3,959 |
3,074 |
-885 |
-22.35% |
Abacus Planning Group Inc. |
7,540 |
5,859 |
-1,681 |
-22.29% |
Allspring Global Investments Holdings LLC |
385,354 |
303,936 |
-81,418 |
-21.13% |
Advance Capital Management Inc. |
2,690 |
2,134 |
-556 |
-20.67% |
Sapient Capital LLC |
371,888 |
295,996 |
-75,892 |
-20.41% |
Overbrook Management Corp |
5,028 |
4,008 |
-1,020 |
-20.29% |
Gemmer Asset Management LLC |
5,019 |
4,029 |
-990 |
-19.73% |
CJM Wealth Advisers Ltd. |
3,438 |
2,760 |
-678 |
-19.72% |
Eclectic Associates Inc. ADV |
4,244 |
3,441 |
-803 |
-18.92% |
Byrne Asset Management LLC |
399 |
325 |
-74 |
-18.55% |
Worth Asset Management LLC |
1,576 |
1,284 |
-292 |
-18.53% |
Round Rock Advisors LLC |
21,667 |
17,727 |
-3,940 |
-18.18% |
Eagle Rock Investment Company LLC |
58,536 |
47,906 |
-10,630 |
-18.16% |
Red Cedar Investment Management LLC |
25,939 |
21,498 |
-4,441 |
-17.12% |
Lakewood Asset Management LLC |
3,869 |
3,209 |
-660 |
-17.06% |
Park Place Capital Corp |
9,661 |
8,037 |
-1,624 |
-16.81% |
Occidental Asset Management LLC |
2,792 |
2,328 |
-464 |
-16.62% |
Red Tortoise LLC |
145 |
121 |
-24 |
-16.55% |
Heirloom Wealth Management |
3,395 |
2,848 |
-547 |
-16.11% |
Mountain Pacific Investment Advisers Inc. ID |
5,473 |
4,595 |
-878 |
-16.04% |
Little House Capital LLC |
25,820 |
21,692 |
-4,128 |
-15.99% |
Tsfg LLC |
3,459 |
2,914 |
-545 |
-15.76% |
O Brien Wealth Partners LLC |
1,272 |
1,072 |
-200 |
-15.72% |
Amalgamated Bank |
421,445 |
357,114 |
-64,331 |
-15.26% |
Carmichael Hill & Associates Inc. |
4,368 |
3,709 |
-659 |
-15.09% |
Legacy Trust |
3,444 |
2,926 |
-518 |
-15.04% |
Ignite Planners LLC |
14,045 |
11,937 |
-2,108 |
-15.01% |
Barlow Wealth Partners Inc. |
6,262 |
5,330 |
-932 |
-14.88% |
Procyon Private Wealth Partners LLC |
35,539 |
30,324 |
-5,215 |
-14.67% |
Busey Wealth Management |
186,415 |
159,109 |
-27,306 |
-14.65% |
Arvest Investments Inc. |
18,761 |
16,017 |
-2,744 |
-14.63% |
Mather Group LLC. |
25,693 |
21,992 |
-3,701 |
-14.40% |
Teamwork Financial Advisors LLC |
12,025 |
10,341 |
-1,684 |
-14.00% |
KWB Wealth |
2,081 |
1,791 |
-290 |
-13.94% |
Symmetry Partners LLC |
16,251 |
14,025 |
-2,226 |
-13.70% |
Successful Portfolios LLC |
4,897 |
4,235 |
-662 |
-13.52% |
Acorn Creek Capital LLC |
3,224 |
2,793 |
-431 |
-13.37% |
Key Client Fiduciary Advisors LLC |
3,639 |
3,154 |
-485 |
-13.33% |
Capital Advisors Ltd. LLC |
1,834 |
1,590 |
-244 |
-13.30% |
Alaska Permanent Fund Corp |
54,829 |
47,551 |
-7,278 |
-13.27% |
Fortune Financial Advisors LLC |
15,160 |
13,154 |
-2,006 |
-13.23% |
Appleton Partners Inc. MA |
5,776 |
5,019 |
-757 |
-13.11% |
Financial Advisory Partners LLC |
23,448 |
20,447 |
-3,001 |
-12.80% |
Edge Wealth Management LLC |
5,915 |
5,161 |
-754 |
-12.75% |
Trinity Financial Advisors LLC |
1,645 |
1,437 |
-208 |
-12.64% |
Drive Wealth Management LLC |
7,654 |
6,693 |
-961 |
-12.56% |
Birinyi Associates Inc. |
8,374 |
7,330 |
-1,044 |
-12.47% |
Court Place Advisors LLC |
7,933 |
6,973 |
-960 |
-12.10% |
Financial Management Network Inc. |
13,935 |
12,287 |
-1,648 |
-11.83% |
Fidelity D & D Bancorp Inc. |
5,126 |
4,522 |
-604 |
-11.78% |
Morton Brown Family Wealth LLC |
77 |
68 |
-9 |
-11.69% |
Sound Income Strategies LLC |
7,349 |
6,491 |
-858 |
-11.68% |
First Hawaiian Bank |
41,479 |
36,730 |
-4,749 |
-11.45% |
Stratos Wealth Partners LTD. |
71,416 |
63,430 |
-7,986 |
-11.18% |
Schmidt P J Investment Management Inc. |
9,318 |
8,304 |
-1,014 |
-10.88% |
PayPay Securities Corp |
46 |
41 |
-5 |
-10.87% |
Hodges Capital Management Inc. |
13,414 |
11,956 |
-1,458 |
-10.87% |
Perpetual Ltd |
18,074 |
16,112 |
-1,962 |
-10.86% |
Latitude Advisors LLC |
4,576 |
4,085 |
-491 |
-10.73% |
Atlantic Union Bankshares Corp |
65,592 |
58,618 |
-6,974 |
-10.63% |
Chatham Capital Group Inc. |
3,318 |
2,974 |
-344 |
-10.37% |
NorthCrest Asset Manangement LLC |
200,433 |
180,249 |
-20,184 |
-10.07% |
Winthrop Advisory Group LLC |
4,431 |
3,985 |
-446 |
-10.07% |
Fox Hill Wealth Management |
4,611 |
4,149 |
-462 |
-10.02% |
Tyche Wealth Partners LLC |
38,988 |
35,100 |
-3,888 |
-9.97% |
Osher Van de Voorde Investment Management |
124,292 |
111,921 |
-12,371 |
-9.95% |
M&R Capital Management Inc. |
7,861 |
7,109 |
-752 |
-9.57% |
Symphony Financial Ltd. Co. |
24,313 |
21,995 |
-2,318 |
-9.53% |
Oak Family Advisors LLC |
14,638 |
13,247 |
-1,391 |
-9.50% |
SYSTM Wealth Solutions LLC |
11,586 |
10,487 |
-1,099 |
-9.49% |
Charles Schwab Trust Co |
25,510 |
23,136 |
-2,374 |
-9.31% |
KG&L Capital Management LLC |
11,689 |
10,610 |
-1,079 |
-9.23% |
Legacy Bridge LLC |
9,508 |
8,638 |
-870 |
-9.15% |
Eudaimonia Advisors LLC |
9,524 |
8,657 |
-867 |
-9.10% |
Clarius Group LLC |
16,020 |
14,564 |
-1,456 |
-9.09% |
Opus Capital Group LLC |
5,250 |
4,775 |
-475 |
-9.05% |
Transform Wealth LLC |
81,828 |
74,432 |
-7,396 |
-9.04% |
West Coast Financial LLC |
2,670 |
2,429 |
-241 |
-9.03% |
Plimoth Trust Co. LLC |
43,228 |
39,394 |
-3,834 |
-8.87% |
Alhambra Investment Partners LLC |
6,348 |
5,789 |
-559 |
-8.81% |
Wealth Effects LLC |
16,995 |
15,510 |
-1,485 |
-8.74% |
RVW Wealth LLC |
3,469 |
3,169 |
-300 |
-8.65% |
Arthur M. Cohen & Associates LLC |
1,538 |
1,405 |
-133 |
-8.65% |
True Link Financial Advisors LLC |
1,979 |
1,808 |
-171 |
-8.64% |
Ritholtz Wealth Management |
24,122 |
22,073 |
-2,049 |
-8.49% |
Prospect Financial Services LLC |
2,416 |
2,212 |
-204 |
-8.44% |
Bank of New Hampshire |
14,987 |
13,725 |
-1,262 |
-8.42% |
Strategic Investment Advisors MI |
1,591 |
1,458 |
-133 |
-8.36% |
KRS Capital Management LLC |
5,182 |
4,750 |
-432 |
-8.34% |
Guinness Atkinson Asset Management Inc |
3,582 |
3,288 |
-294 |
-8.21% |
Securian Asset Management Inc |
111,188 |
102,157 |
-9,031 |
-8.12% |
Means Investment CO. Inc. |
65,028 |
59,760 |
-5,268 |
-8.10% |
CGC Financial Services LLC |
2,081 |
1,913 |
-168 |
-8.07% |
Prestige Wealth Management Group LLC |
1,231 |
1,132 |
-99 |
-8.04% |
Manning & Napier Group LLC |
278,994 |
256,740 |
-22,254 |
-7.98% |
OneAscent Financial Services LLC |
5,072 |
4,669 |
-403 |
-7.95% |
Gateway Investment Advisers LLC |
487,698 |
449,200 |
-38,498 |
-7.89% |
Carderock Capital Management Inc. |
4,675 |
4,307 |
-368 |
-7.87% |
Allred Capital Management LLC |
14,302 |
13,181 |
-1,121 |
-7.84% |
MKT Advisors LLC |
3,793 |
3,497 |
-296 |
-7.80% |
Strategic Advocates LLC |
6,540 |
6,035 |
-505 |
-7.72% |
Barry Investment Advisors LLC |
4,414 |
4,079 |
-335 |
-7.59% |
WBH Advisory Inc. |
9,478 |
8,764 |
-714 |
-7.53% |
Cambridge Advisors Inc. |
6,478 |
5,993 |
-485 |
-7.49% |
Spring Capital Management LLC |
32,076 |
29,681 |
-2,395 |
-7.47% |
Pinnacle Wealth Management Group Inc. |
3,133 |
2,899 |
-234 |
-7.47% |
TRUE Private Wealth Advisors |
39,695 |
36,814 |
-2,881 |
-7.26% |
Grey Fox Wealth Advisors LLC |
2,405 |
2,232 |
-173 |
-7.19% |
Foster & Motley Inc. |
27,972 |
26,002 |
-1,970 |
-7.04% |
LongView Wealth Management |
5,389 |
5,014 |
-375 |
-6.96% |
Denver Wealth Management Inc. |
2,753 |
2,564 |
-189 |
-6.87% |
Montis Financial LLC |
1,697 |
1,581 |
-116 |
-6.84% |
Financial Sense Advisors Inc. |
21,392 |
19,929 |
-1,463 |
-6.84% |
Fishman Jay A Ltd. MI |
10,673 |
9,948 |
-725 |
-6.79% |
Capital Investment Advisory Services LLC |
25,584 |
23,871 |
-1,713 |
-6.70% |
Ausdal Financial Partners Inc. |
10,106 |
9,431 |
-675 |
-6.68% |
SJS Investment Consulting Inc. |
884 |
825 |
-59 |
-6.67% |
Burke & Herbert Bank & Trust Co. |
12,229 |
11,435 |
-794 |
-6.49% |
Octavia Wealth Advisors LLC |
5,254 |
4,916 |
-338 |
-6.43% |
Berkshire Bank |
17,051 |
15,956 |
-1,095 |
-6.42% |
Fortitude Family Office LLC |
586 |
549 |
-37 |
-6.31% |
Eads & Heald Wealth Management |
13,961 |
13,097 |
-864 |
-6.19% |
Meyer Handelman Co. |
239,724 |
224,914 |
-14,810 |
-6.18% |
NovaPoint Capital LLC |
14,156 |
13,291 |
-865 |
-6.11% |
Schnieders Capital Management LLC |
50,111 |
47,066 |
-3,045 |
-6.08% |
Guinness Asset Management LTD |
136,509 |
128,207 |
-8,302 |
-6.08% |
Keystone Financial Planning Inc. |
27,233 |
25,593 |
-1,640 |
-6.02% |
Dupont Capital Management Corp |
91,086 |
85,619 |
-5,467 |
-6.00% |
Spirit of America Management Corp NY |
96,690 |
90,890 |
-5,800 |
-6.00% |
LexAurum Advisors LLC |
9,439 |
8,876 |
-563 |
-5.96% |
Arden Trust Co |
20,232 |
19,084 |
-1,148 |
-5.67% |
M. Kraus & Co |
11,702 |
11,043 |
-659 |
-5.63% |
Private Ocean LLC |
2,876 |
2,715 |
-161 |
-5.60% |
Hourglass Capital LLC |
45,057 |
42,554 |
-2,503 |
-5.56% |
Curbstone Financial Management Corp |
14,056 |
13,296 |
-760 |
-5.41% |
Hartford Investment Management Co. |
118,275 |
112,028 |
-6,247 |
-5.28% |
Cadent Capital Advisors LLC |
8,785 |
8,323 |
-462 |
-5.26% |
Wedge Capital Management L L P NC |
3,088 |
2,926 |
-162 |
-5.25% |
Sandy Cove Advisors LLC |
2,236 |
2,121 |
-115 |
-5.14% |
AdvisorNet Financial Inc |
11,825 |
11,218 |
-607 |
-5.13% |
KAMES CAPITAL plc |
549,286 |
521,232 |
-28,054 |
-5.11% |
First Financial Bank Trust Division |
68,491 |
64,996 |
-3,495 |
-5.10% |
True North Advisors LLC |
10,678 |
10,136 |
-542 |
-5.08% |
RWM Asset Management LLC |
3,177 |
3,016 |
-161 |
-5.07% |
Investment Partners Asset Management Inc. |
2,611 |
2,479 |
-132 |
-5.06% |
Guidance Capital Inc. |
4,159 |
3,952 |
-207 |
-4.98% |
Cottonwood Capital Advisors LLC |
5,264 |
5,005 |
-259 |
-4.92% |
MADDEN SECURITIES Corp |
33,289 |
31,666 |
-1,623 |
-4.88% |
Arcadia Investment Management Corp MI |
7,067 |
6,724 |
-343 |
-4.85% |
Louisiana State Employees Retirement System |
106,100 |
101,000 |
-5,100 |
-4.81% |
Unique Wealth LLC |
1,669 |
1,589 |
-80 |
-4.79% |
Abner Herrman & Brock LLC |
130,266 |
124,052 |
-6,214 |
-4.77% |
Moseley Investment Management Inc. |
11,188 |
10,654 |
-534 |
-4.77% |
Blue Chip Partners Inc. |
1,372 |
1,307 |
-65 |
-4.74% |
Indiana Trust & Investment Management CO |
7,642 |
7,283 |
-359 |
-4.70% |
Versant Capital Management Inc |
4,298 |
4,099 |
-199 |
-4.63% |
First Dallas Securities Inc. |
4,095 |
3,906 |
-189 |
-4.62% |
waypoint wealth counsel |
2,708 |
2,584 |
-124 |
-4.58% |
Global Trust Asset Management LLC |
7,560 |
7,217 |
-343 |
-4.54% |
New Mexico Educational Retirement Board |
92,616 |
88,416 |
-4,200 |
-4.53% |
Chicago Capital LLC |
9,944 |
9,495 |
-449 |
-4.52% |
Rebalance LLC |
1,570 |
1,500 |
-70 |
-4.46% |
Hudson Valley Investment Advisors Inc. ADV |
26,771 |
25,593 |
-1,178 |
-4.40% |
Northside Capital Management LLC |
11,789 |
11,282 |
-507 |
-4.30% |
MEMBERS Trust Co |
3,290 |
3,150 |
-140 |
-4.26% |
Bogart Wealth LLC |
68,874 |
65,964 |
-2,910 |
-4.23% |
Trust Co. of Oklahoma |
14,032 |
13,441 |
-591 |
-4.21% |
Essex Financial Services Inc. |
47,859 |
45,865 |
-1,994 |
-4.17% |
Bourgeon Capital Management LLC |
12,427 |
11,913 |
-514 |
-4.14% |
180 Wealth Advisors LLC |
19,794 |
18,993 |
-801 |
-4.05% |
Apeiron RIA LLC |
8,206 |
7,875 |
-331 |
-4.03% |
MONECO Advisors LLC |
17,649 |
16,942 |
-707 |
-4.01% |
New York State Teachers Retirement System |
1,815,801 |
1,746,059 |
-69,742 |
-3.84% |
Sterneck Capital Management LLC |
5,325 |
5,125 |
-200 |
-3.76% |
LifeSteps Financial Inc. |
5,327 |
5,127 |
-200 |
-3.75% |
Threadgill Financial LLC |
22,143 |
21,323 |
-820 |
-3.70% |
Sumitomo Life Insurance Co. |
31,673 |
30,512 |
-1,161 |
-3.67% |
Wealth Alliance Advisory Group LLC |
20,834 |
20,086 |
-748 |
-3.59% |
Canal Capital Management LLC |
10,054 |
9,693 |
-361 |
-3.59% |
Carlton Hofferkamp & Jenks Wealth Management LLC |
17,416 |
16,800 |
-616 |
-3.54% |
First Financialcorp IN |
5,566 |
5,370 |
-196 |
-3.52% |
State of Alaska Department of Revenue |
297,647 |
287,342 |
-10,305 |
-3.46% |
Bridges Investment Management Inc. |
89,068 |
85,987 |
-3,081 |
-3.46% |
Columbus Macro LLC |
1,652 |
1,595 |
-57 |
-3.45% |
MBL Wealth LLC |
8,123 |
7,845 |
-278 |
-3.42% |
MV Capital Management Inc. |
1,770 |
1,710 |
-60 |
-3.39% |
Nova R Wealth Inc. |
4,356 |
4,211 |
-145 |
-3.33% |
Canandaigua National Bank & Trust Co. |
61,317 |
59,292 |
-2,025 |
-3.30% |
Charter Oak Capital Management LLC |
3,804 |
3,679 |
-125 |
-3.29% |
Shilanski & Associates Inc. |
4,274 |
4,134 |
-140 |
-3.28% |
Factory Mutual Insurance Co. |
415,600 |
402,000 |
-13,600 |
-3.27% |
Forbes J M & Co. LLP |
6,265 |
6,061 |
-204 |
-3.26% |
Financial Perspectives Inc |
2,154 |
2,084 |
-70 |
-3.25% |
Juncture Wealth Strategies LLC |
1,910 |
1,848 |
-62 |
-3.25% |
New Hampshire Trust |
13,871 |
13,421 |
-450 |
-3.24% |
Red Spruce Capital LLC |
8,031 |
7,774 |
-257 |
-3.20% |
Ballentine Partners LLC |
34,840 |
33,734 |
-1,106 |
-3.17% |
Peoples Financial Services CORP. |
18,649 |
18,064 |
-585 |
-3.14% |
Atwood & Palmer Inc. |
5,165 |
5,003 |
-162 |
-3.14% |
Kiley Juergens Wealth Management LLC |
14,167 |
13,733 |
-434 |
-3.06% |
Paragon Capital Management Ltd |
5,133 |
4,976 |
-157 |
-3.06% |
West Paces Advisors Inc. |
11,568 |
11,216 |
-352 |
-3.04% |
Corundum Group Inc. |
5,007 |
4,856 |
-151 |
-3.02% |
Willis Johnson & Associates Inc. |
25,711 |
24,939 |
-772 |
-3.00% |
Herbst Group LLC |
15,300 |
14,850 |
-450 |
-2.94% |
Hofer & Associates. Inc |
1,470 |
1,428 |
-42 |
-2.86% |
Ridgecrest Wealth Partners LLC |
34,825 |
33,875 |
-950 |
-2.73% |
Guardian Investment Management |
21,803 |
21,228 |
-575 |
-2.64% |
Bear Mountain Capital Inc. |
152 |
148 |
-4 |
-2.63% |
Fiduciary Alliance LLC |
58,679 |
57,141 |
-1,538 |
-2.62% |
Chicago Partners Investment Group LLC |
17,161 |
16,723 |
-438 |
-2.55% |
MBA Advisors LLC |
6,459 |
6,295 |
-164 |
-2.54% |
Charter Trust Co. |
102,017 |
99,426 |
-2,591 |
-2.54% |
NBT Bank N A NY |
92,436 |
90,110 |
-2,326 |
-2.52% |
Mosley Wealth Management |
4,217 |
4,115 |
-102 |
-2.42% |
Investment Partners LTD. |
8,124 |
7,927 |
-197 |
-2.42% |
Rockland Trust Co. |
39,300 |
38,349 |
-951 |
-2.42% |
Steel Peak Wealth Management LLC |
68,017 |
66,386 |
-1,631 |
-2.40% |
Moisand Fitzgerald Tamayo LLC |
922 |
900 |
-22 |
-2.39% |
Midwest Heritage Bank FSB |
2,267 |
2,213 |
-54 |
-2.38% |
Royal Fund Management LLC |
6,373 |
6,222 |
-151 |
-2.37% |
Sigma Investment Counselors Inc. |
19,313 |
18,855 |
-458 |
-2.37% |
Altiora Financial Group LLC |
4,230 |
4,130 |
-100 |
-2.36% |
JNBA Financial Advisors |
4,363 |
4,260 |
-103 |
-2.36% |
Western Financial Corp CA |
2,469 |
2,411 |
-58 |
-2.35% |
Total Wealth Planning LLC |
5,246 |
5,126 |
-120 |
-2.29% |
Etesian Wealth Advisors Inc. |
9,441 |
9,227 |
-214 |
-2.27% |
Sumitomo Mitsui Trust Holdings Inc. |
4,799,268 |
4,690,098 |
-109,170 |
-2.27% |
Sandbox Financial Partners LLC |
6,718 |
6,566 |
-152 |
-2.26% |
Family Investment Center Inc. |
1,732 |
1,693 |
-39 |
-2.25% |
First Horizon Advisors Inc. |
99,701 |
97,456 |
-2,245 |
-2.25% |
Peterson Financial Group Inc. |
12,530 |
12,252 |
-278 |
-2.22% |
Boston Trust Walden Corp |
142,326 |
139,174 |
-3,152 |
-2.21% |
Montecito Bank & Trust |
24,396 |
23,868 |
-528 |
-2.16% |
Hedeker Wealth LLC |
10,796 |
10,566 |
-230 |
-2.13% |
Baldwin Brothers Inc. MA |
70,428 |
68,928 |
-1,500 |
-2.13% |
Astoria Portfolio Advisors LLC. |
1,462 |
1,431 |
-31 |
-2.12% |
Atlas Private Wealth Management |
4,430 |
4,336 |
-94 |
-2.12% |
Compass Ion Advisors LLC |
5,879 |
5,757 |
-122 |
-2.08% |
Fifth Third Bancorp |
1,014,298 |
993,159 |
-21,139 |
-2.08% |
Stony Point Wealth Management Inc. |
4,739 |
4,643 |
-96 |
-2.03% |
Trust Co. of Virginia VA |
97,484 |
95,548 |
-1,936 |
-1.99% |
First PREMIER Bank |
7,138 |
6,997 |
-141 |
-1.98% |
TrueMark Investments LLC |
15,520 |
15,218 |
-302 |
-1.95% |
Clearview Wealth Advisors LLC |
11,566 |
11,342 |
-224 |
-1.94% |
Burt Wealth Advisors |
1,966 |
1,928 |
-38 |
-1.93% |
Ipswich Investment Management Co. Inc. |
48,532 |
47,593 |
-939 |
-1.93% |
Greenfield Savings Bank |
12,324 |
12,087 |
-237 |
-1.92% |
Glass Jacobson Investment Advisors llc |
4,348 |
4,265 |
-83 |
-1.91% |
New England Research & Management Inc. |
4,250 |
4,169 |
-81 |
-1.91% |
QV Investors Inc. |
23,087 |
22,647 |
-440 |
-1.91% |
Dupree Financial Group LLC |
63,002 |
61,805 |
-1,197 |
-1.90% |
Stableford Capital II LLC |
12,946 |
12,700 |
-246 |
-1.90% |
Kathmere Capital Management LLC |
2,642 |
2,592 |
-50 |
-1.89% |
Hennion & Walsh Asset Management Inc. |
46,078 |
45,248 |
-830 |
-1.80% |
Capital Insight Partners LLC |
2,062 |
2,025 |
-37 |
-1.79% |
Nilsine Partners LLC |
9,660 |
9,489 |
-171 |
-1.77% |
Leverty Financial Group LLC |
1,583 |
1,555 |
-28 |
-1.77% |
UMB Bank N A MO |
401,997 |
394,899 |
-7,098 |
-1.77% |
Burns J W & Co. Inc. NY |
77,024 |
75,675 |
-1,349 |
-1.75% |
Chemung Canal Trust Co. |
14,254 |
14,005 |
-249 |
-1.75% |
City Holding Co. |
39,289 |
38,603 |
-686 |
-1.75% |
Tilia Fiduciary Partners Inc. |
1,899 |
1,866 |
-33 |
-1.74% |
Solstein Capital LLC |
2,240 |
2,201 |
-39 |
-1.74% |
Tradewinds Capital Management LLC |
636 |
625 |
-11 |
-1.73% |
Tlwm |
9,196 |
9,040 |
-156 |
-1.70% |
Aspiriant LLC |
19,401 |
19,074 |
-327 |
-1.69% |
Lodestar Private Asset Management LLC |
14,098 |
13,861 |
-237 |
-1.68% |
Park National Corp OH |
206,349 |
202,909 |
-3,440 |
-1.67% |
Relyea Zuckerberg Hanson LLC |
5,108 |
5,023 |
-85 |
-1.66% |
Mcrae Capital Management Inc. |
4,343 |
4,271 |
-72 |
-1.66% |
CENTRAL TRUST Co |
174,230 |
171,370 |
-2,860 |
-1.64% |
KFG Wealth Management LLC |
1,840 |
1,810 |
-30 |
-1.63% |
Callahan Advisors LLC |
105,657 |
103,936 |
-1,721 |
-1.63% |
Courier Capital LLC |
64,177 |
63,132 |
-1,045 |
-1.63% |
Murphy Middleton Hinkle & Parker Inc. |
12,336 |
12,143 |
-193 |
-1.56% |
Cedrus LLC |
4,192 |
4,127 |
-65 |
-1.55% |
Papp L Roy & Associates |
36,543 |
35,975 |
-568 |
-1.55% |
Harbour Capital Advisors LLC |
33,234 |
32,727 |
-507 |
-1.53% |
Ariston Services Group |
1,858 |
1,830 |
-28 |
-1.51% |
Oak Harvest Investment Services |
56,291 |
55,450 |
-841 |
-1.49% |
Orrstown Financial Services Inc. |
4,359 |
4,294 |
-65 |
-1.49% |
Clifford Swan Investment Counsel LLC |
334,151 |
329,304 |
-4,847 |
-1.45% |
Investors Asset Management of Georgia Inc. GA ADV |
30,674 |
30,229 |
-445 |
-1.45% |
Deroy & Devereaux Private Investment Counsel Inc. |
199,972 |
197,128 |
-2,844 |
-1.42% |
Leavell Investment Management Inc. |
66,053 |
65,119 |
-934 |
-1.41% |
Edmonds Duncan Registered Investment Advisors LLC |
2,158 |
2,128 |
-30 |
-1.39% |
Lynch & Associates IN |
51,772 |
51,081 |
-691 |
-1.33% |
Adirondack Trust Co. |
15,726 |
15,519 |
-207 |
-1.32% |
Moody National Bank Trust Division |
22,556 |
22,265 |
-291 |
-1.29% |
Capital Market Strategies LLC |
3,658 |
3,611 |
-47 |
-1.28% |
Jacobs & Co. CA |
24,151 |
23,841 |
-310 |
-1.28% |
Central Bank & Trust Co. |
6,654 |
6,570 |
-84 |
-1.26% |
Tritonpoint Wealth LLC |
47,398 |
46,823 |
-575 |
-1.21% |
Villere ST Denis J & Co. LLC |
223,518 |
220,851 |
-2,667 |
-1.19% |
Donald L. Hagan LLC |
6,193 |
6,120 |
-73 |
-1.18% |
Windsor Capital Management LLC |
7,179 |
7,095 |
-84 |
-1.17% |
Fortune 45 LLC |
5,228 |
5,168 |
-60 |
-1.15% |
Stonebridge Capital Management Inc. |
37,472 |
37,047 |
-425 |
-1.13% |
State of Michigan Retirement System |
480,615 |
475,215 |
-5,400 |
-1.12% |
Nexus Investment Management ULC |
9,200 |
9,100 |
-100 |
-1.09% |
Baker Ellis Asset Management LLC |
8,679 |
8,584 |
-95 |
-1.09% |
IFM Investors Pty Ltd |
368,612 |
364,712 |
-3,900 |
-1.06% |
Osborne Partners Capital Management LLC |
11,458 |
11,338 |
-120 |
-1.05% |
CHICAGO TRUST Co NA |
34,396 |
34,038 |
-358 |
-1.04% |
Seamount Financial Group Inc. |
5,913 |
5,853 |
-60 |
-1.01% |
Hanson & Doremus Investment Management |
4,230 |
4,189 |
-41 |
-0.97% |
Cigna Investments Inc. New |
18,519 |
18,339 |
-180 |
-0.97% |
Buffington Mohr McNeal |
28,522 |
28,247 |
-275 |
-0.96% |
Coastal Investment Advisors Inc. |
16,679 |
16,521 |
-158 |
-0.95% |
First Community Trust NA |
7,402 |
7,332 |
-70 |
-0.95% |
Walker Asset Management LLC |
11,458 |
11,351 |
-107 |
-0.93% |
Boltwood Capital Management |
22,948 |
22,738 |
-210 |
-0.92% |
Smith Chas P & Associates PA Cpas |
15,599 |
15,455 |
-144 |
-0.92% |
Exchange Bank |
24,360 |
24,144 |
-216 |
-0.89% |
Private Harbour Investment Management & Counsel LLC |
14,966 |
14,836 |
-130 |
-0.87% |
Finer Wealth Management Inc. |
15,664 |
15,530 |
-134 |
-0.86% |
Summit Financial Group Inc. |
11,792 |
11,692 |
-100 |
-0.85% |
Hengehold Capital Management LLC |
30,547 |
30,289 |
-258 |
-0.84% |
Planned Solutions Inc. |
2,886 |
2,862 |
-24 |
-0.83% |
Armstrong Fleming & Moore Inc |
12,184 |
12,084 |
-100 |
-0.82% |
Radnor Capital Management LLC |
24,875 |
24,670 |
-205 |
-0.82% |
Gleason Group Inc. |
12,321 |
12,223 |
-98 |
-0.80% |
WASHINGTON TRUST Co |
13,993 |
13,882 |
-111 |
-0.79% |
Yousif Capital Management LLC |
310,817 |
308,396 |
-2,421 |
-0.78% |
Czech National Bank |
307,535 |
305,178 |
-2,357 |
-0.77% |
Murphy Pohlad Asset Management LLC |
26,007 |
25,807 |
-200 |
-0.77% |
Gradient Capital Advisors LLC |
11,658 |
11,569 |
-89 |
-0.76% |
Country Club Bank GFN |
107,615 |
106,809 |
-806 |
-0.75% |
Franklin Street Advisors Inc. NC |
87,873 |
87,229 |
-644 |
-0.73% |
Marino Stram & Associates LLC |
3,163 |
3,141 |
-22 |
-0.70% |
White Wing Wealth Management |
2,922 |
2,902 |
-20 |
-0.68% |
Allen Mooney & Barnes Investment Advisors LLC |
18,298 |
18,173 |
-125 |
-0.68% |
Capstone Capital Wealth Advisors |
1,759 |
1,747 |
-12 |
-0.68% |
Edmp Inc. |
15,474 |
15,370 |
-104 |
-0.67% |
Farmers & Merchants Trust Co of Chambersburg PA |
30,006 |
29,809 |
-197 |
-0.66% |
Benedict Financial Advisors Inc. |
27,483 |
27,303 |
-180 |
-0.65% |
James J. Burns & Company LLC |
1,914 |
1,902 |
-12 |
-0.63% |
Integrated Investment Consultants LLC |
5,988 |
5,950 |
-38 |
-0.63% |
Pacific Sage Partners LLC |
8,936 |
8,881 |
-55 |
-0.62% |
Keating Wealth Management LLC |
10,060 |
10,000 |
-60 |
-0.60% |
Piscataqua Savings Bank |
11,441 |
11,372 |
-69 |
-0.60% |
Alpha Omega Wealth Management LLC |
76,429 |
75,971 |
-458 |
-0.60% |
Sage Investment Advisers LLC |
24,285 |
24,143 |
-142 |
-0.58% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
78,614 |
78,158 |
-456 |
-0.58% |
Norway Savings Bank |
21,582 |
21,463 |
-119 |
-0.55% |
Thrive Wealth Management LLC |
8,995 |
8,946 |
-49 |
-0.54% |
Lockerman Financial Group Inc. |
1,882 |
1,872 |
-10 |
-0.53% |
Chesley Taft & Associates LLC |
36,385 |
36,191 |
-194 |
-0.53% |
Fielder Capital Group LLC |
17,332 |
17,243 |
-89 |
-0.51% |
Farmers & Merchants Investments Inc. |
123,805 |
123,178 |
-627 |
-0.51% |
OLD National Bancorp IN |
103,698 |
103,169 |
-529 |
-0.51% |
Toth Financial Advisory Corp |
3,603 |
3,585 |
-18 |
-0.50% |
Helen Stephens Group LLC |
3,863 |
3,844 |
-19 |
-0.49% |
Atlas Brown Inc. |
25,705 |
25,579 |
-126 |
-0.49% |
Grandview Asset Management LLC |
14,799 |
14,728 |
-71 |
-0.48% |
McKinley Carter Wealth Services Inc. |
20,381 |
20,284 |
-97 |
-0.48% |
Azzad Asset Management Inc. ADV |
35,702 |
35,533 |
-169 |
-0.47% |
Oliver Luxxe Assets LLC |
34,095 |
33,946 |
-149 |
-0.44% |
Conning Inc. |
11,834 |
11,784 |
-50 |
-0.42% |
Arlington Trust Co LLC |
8,517 |
8,482 |
-35 |
-0.41% |
Clarus Group Inc. |
26,165 |
26,058 |
-107 |
-0.41% |
Wendell David Associates Inc. |
7,801 |
7,769 |
-32 |
-0.41% |
Inlet Private Wealth LLC |
12,888 |
12,838 |
-50 |
-0.39% |
Harbour Trust & Investment Management Co |
13,969 |
13,918 |
-51 |
-0.37% |
Ameliora Wealth Management Ltd. |
4,556 |
4,539 |
-17 |
-0.37% |
Dumont & Blake Investment Advisors LLC |
9,832 |
9,797 |
-35 |
-0.36% |
Tompkins Financial Corp |
10,500 |
10,462 |
-38 |
-0.36% |
Ridgewood Investments LLC |
2,996 |
2,986 |
-10 |
-0.33% |
Guyasuta Investment Advisors Inc. |
216,593 |
215,908 |
-685 |
-0.32% |
Asset Planning Services Inc. LA ADV |
43,575 |
43,445 |
-130 |
-0.30% |
CHURCHILL MANAGEMENT Corp |
124,345 |
123,982 |
-363 |
-0.29% |
Wolff Wiese Magana LLC |
1,779 |
1,774 |
-5 |
-0.28% |
International Assets Investment Management LLC |
21,470 |
21,409 |
-61 |
-0.28% |
Hendershot Investments Inc. |
12,795 |
12,759 |
-36 |
-0.28% |
Pinnacle Bank |
11,296 |
11,266 |
-30 |
-0.27% |
Vaughan Nelson Investment Management L.P. |
8,477 |
8,455 |
-22 |
-0.26% |
Investment Advisory Services Inc. TX ADV |
23,807 |
23,746 |
-61 |
-0.26% |
Griffin Asset Management Inc. |
73,981 |
73,789 |
-192 |
-0.26% |
Duncker Streett & Co. Inc. |
29,505 |
29,430 |
-75 |
-0.25% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
39,570 |
39,477 |
-93 |
-0.24% |
Sweet Financial Partners LLC |
11,447 |
11,421 |
-26 |
-0.23% |
Modus Advisors LLC |
16,709 |
16,671 |
-38 |
-0.23% |
Criterion Capital Advisors LLC |
12,391 |
12,364 |
-27 |
-0.22% |
Aspen Investment Management Inc |
10,262 |
10,243 |
-19 |
-0.19% |
Terra Nova Asset Management LLC |
2,209 |
2,205 |
-4 |
-0.18% |
RBA Wealth Management LLC |
10,446 |
10,428 |
-18 |
-0.17% |
Mcdonald Partners LLC |
35,604 |
35,545 |
-59 |
-0.17% |
Meadow Creek Wealth Advisors LLC |
4,799 |
4,793 |
-6 |
-0.13% |
Powers Advisory Group LLC |
5,092 |
5,086 |
-6 |
-0.12% |
Martin Capital Partners LLC |
39,553 |
39,506 |
-47 |
-0.12% |
Equitable Trust Co. |
31,574 |
31,536 |
-38 |
-0.12% |
Fruth Investment Management |
46,456 |
46,406 |
-50 |
-0.11% |
Buckley Wealth Management LLC |
114,042 |
113,928 |
-114 |
-0.10% |
Central Valley Advisors LLC |
7,033 |
7,027 |
-6 |
-0.09% |
Shulman DeMeo Asset Management LLC |
9,567 |
9,559 |
-8 |
-0.08% |
Sentry LLC |
6,972 |
6,967 |
-5 |
-0.07% |
WFA Asset Management Corp |
5,334 |
5,331 |
-3 |
-0.06% |
Donaldson Capital Management LLC |
251,637 |
251,512 |
-125 |
-0.05% |
Sky Investment Group LLC |
56,500 |
56,470 |
-30 |
-0.05% |
Sterling Investment Management Inc. |
16,695 |
16,688 |
-7 |
-0.04% |
ACT Wealth Management LLC |
4,300 |
4,299 |
-1 |
-0.02% |
13F Filers Exiting CVX |
Cooksen Wealth LLC |
271 |
0 |
-271 |
-100.00% |
Trust Co of the South |
2,022 |
0 |
-2,022 |
-100.00% |
Invera Wealth Advisors LLC |
7,717 |
0 |
-7,717 |
-100.00% |
Portman Square Capital LLP |
6,873 |
0 |
-6,873 |
-100.00% |
Oak Hill Wealth Advisors LLC |
10,479 |
0 |
-10,479 |
-100.00% |
Chico Wealth RIA |
2,424 |
0 |
-2,424 |
-100.00% |
O ROURKE & COMPANY Inc |
1,390 |
0 |
-1,390 |
-100.00% |
Whalen Wealth Management Inc. |
7,393 |
0 |
-7,393 |
-100.00% |
Independent Wealth Network Inc. |
26,104 |
0 |
-26,104 |
-100.00% |
Level Financial Advisors Inc. |
530 |
0 |
-530 |
-100.00% |
Mezzasalma Advisors LLC |
1,654 |
0 |
-1,654 |
-100.00% |
Koss Olinger Consulting LLC |
1,602 |
0 |
-1,602 |
-100.00% |
Sterling Group Wealth Management LLC |
3,967 |
0 |
-3,967 |
-100.00% |
Harbor Group Inc. |
1,475 |
0 |
-1,475 |
-100.00% |
Tennessee Valley Asset Management Partners |
556 |
0 |
-556 |
-100.00% |
Detalus Advisors LLC |
1,675 |
0 |
-1,675 |
-100.00% |
Curated Wealth Partners LLC |
1,804 |
0 |
-1,804 |
-100.00% |
Divergent Planning LLC |
1,655 |
0 |
-1,655 |
-100.00% |
Triumph Capital Management |
4,096 |
0 |
-4,096 |
-100.00% |
Nikulski Financial Inc. |
3,143 |
0 |
-3,143 |
-100.00% |
Mountain Capital Investment Advisors Inc |
6,436 |
0 |
-6,436 |
-100.00% |
McMahon Financial Advisors LLC |
1,497 |
0 |
-1,497 |
-100.00% |
Peak Financial Management Inc. |
1,617 |
0 |
-1,617 |
-100.00% |
Harfst & Associates Inc. |
10,691 |
0 |
-10,691 |
-100.00% |
Carlson Capital Management |
3,325 |
0 |
-3,325 |
-100.00% |
Artemis Investment Management LLP |
69,461 |
0 |
-69,461 |
-100.00% |
Cutler Group LP |
25,758 |
0 |
-25,758 |
-100.00% |
Centre Asset Management LLC |
17,731 |
0 |
-17,731 |
-100.00% |
Atlas Capital Advisors LLC |
1,528 |
0 |
-1,528 |
-100.00% |
Arlington Partners LLC |
1,055 |
0 |
-1,055 |
-100.00% |
Miller Howard Investments Inc. NY |
12,417 |
0 |
-12,417 |
-100.00% |
See Summary: Institutional Holders of CVX
See Details: Top 10 Hedge Funds Holding CVX
Also See: CVX Insider Buying
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