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This page summarizes the EMR 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 EMR 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 EMR Share Count |
Bogart Wealth LLC |
100 |
39,022 |
+38,922 |
+38922.00% |
Thompson Investment Management Inc. |
14 |
385 |
+371 |
+2650.00% |
Salomon & Ludwin LLC |
154 |
917 |
+763 |
+495.45% |
Simplicity Wealth LLC |
5,869 |
33,676 |
+27,807 |
+473.79% |
MONECO Advisors LLC |
4,057 |
21,705 |
+17,648 |
+435.00% |
Chicago Capital LLC |
6,908 |
22,648 |
+15,740 |
+227.85% |
Miracle Mile Advisors LLC |
6,233 |
18,318 |
+12,085 |
+193.89% |
SlateStone Wealth LLC |
3,835 |
11,208 |
+7,373 |
+192.26% |
PFG Investments LLC |
5,316 |
15,404 |
+10,088 |
+189.77% |
Revisor Wealth Management LLC |
3,434 |
7,680 |
+4,246 |
+123.65% |
Assenagon Asset Management S.A. |
268,399 |
530,160 |
+261,761 |
+97.53% |
FCG Investment Co |
3,850 |
7,460 |
+3,610 |
+93.77% |
Planning Capital Management Corp |
204 |
390 |
+186 |
+91.18% |
Sigma Planning Corp |
5,663 |
10,640 |
+4,977 |
+87.89% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
1,756 |
3,294 |
+1,538 |
+87.59% |
Coerente Capital Management |
4,359 |
8,092 |
+3,733 |
+85.64% |
Wesbanco Bank Inc. |
27,687 |
51,382 |
+23,695 |
+85.58% |
BKD Wealth Advisors LLC |
12,156 |
21,916 |
+9,760 |
+80.29% |
Global Retirement Partners LLC |
7,065 |
12,536 |
+5,471 |
+77.44% |
St. Louis Trust Co |
6,135 |
10,864 |
+4,729 |
+77.08% |
Griffin Asset Management Inc. |
7,416 |
12,641 |
+5,225 |
+70.46% |
Cullinan Associates Inc. |
66,309 |
108,823 |
+42,514 |
+64.11% |
Little House Capital LLC |
14,899 |
23,708 |
+8,809 |
+59.12% |
Oakworth Capital Inc. |
2,629 |
4,179 |
+1,550 |
+58.96% |
Nations Financial Group Inc. IA ADV |
17,273 |
26,996 |
+9,723 |
+56.29% |
Iron Horse Wealth Management LLC |
80 |
125 |
+45 |
+56.25% |
LVW Advisors LLC |
2,726 |
4,238 |
+1,512 |
+55.47% |
Signal Advisors Wealth LLC |
2,145 |
3,322 |
+1,177 |
+54.87% |
Sunbelt Securities Inc. |
2,989 |
4,491 |
+1,502 |
+50.25% |
Kessler Investment Group LLC |
7,827 |
11,567 |
+3,740 |
+47.78% |
Wiley BROS. Aintree Capital LLC |
10,111 |
14,869 |
+4,758 |
+47.06% |
Raymond James & Associates |
664,496 |
974,265 |
+309,769 |
+46.62% |
M&R Capital Management Inc. |
582 |
844 |
+262 |
+45.02% |
Centerpoint Advisors LLC |
577 |
827 |
+250 |
+43.33% |
Sutton Place Investors LLC |
8,726 |
12,380 |
+3,654 |
+41.87% |
UMB Bank N A MO |
96,888 |
137,029 |
+40,141 |
+41.43% |
Meadow Creek Wealth Advisors LLC |
3,305 |
4,610 |
+1,305 |
+39.49% |
Aurum Wealth Management Group LLC |
4,042 |
5,555 |
+1,513 |
+37.43% |
Raymond James Trust N.A. |
33,008 |
44,316 |
+11,308 |
+34.26% |
Mutual Advisors LLC |
19,713 |
26,427 |
+6,714 |
+34.06% |
Fifth Third Wealth Advisors LLC |
3,095 |
4,145 |
+1,050 |
+33.93% |
CBOE Vest Financial LLC |
295,386 |
391,988 |
+96,602 |
+32.70% |
LifePro Asset Management |
2,405 |
3,159 |
+754 |
+31.35% |
StoneX Group Inc. |
13,650 |
17,875 |
+4,225 |
+30.95% |
American National Bank |
4,378 |
5,705 |
+1,327 |
+30.31% |
Empower Advisory Group LLC |
6,924 |
8,725 |
+1,801 |
+26.01% |
Adell Harriman & Carpenter Inc. |
59,323 |
74,723 |
+15,400 |
+25.96% |
Donaldson Capital Management LLC |
4,045 |
5,055 |
+1,010 |
+24.97% |
Summit Trail Advisors LLC |
7,969 |
9,876 |
+1,907 |
+23.93% |
Silverlake Wealth Management LLC |
4,256 |
5,264 |
+1,008 |
+23.68% |
Wetzel Investment Advisors Inc. |
569 |
702 |
+133 |
+23.37% |
Aaron Wealth Advisors |
2,800 |
3,445 |
+645 |
+23.04% |
Robeco Institutional Asset Management B.V. |
164,552 |
202,261 |
+37,709 |
+22.92% |
Banque Cantonale Vaudoise |
12,128 |
14,609 |
+2,481 |
+20.46% |
Processus Wealth & Capital Management LLC |
11,879 |
14,128 |
+2,249 |
+18.93% |
Perigon Wealth Management LLC |
21,324 |
25,251 |
+3,927 |
+18.42% |
Veriti Management LLC |
14,423 |
17,000 |
+2,577 |
+17.87% |
Daiwa Securities Group Inc. |
84,931 |
100,029 |
+15,098 |
+17.78% |
Confluence Wealth Services Inc. |
5,322 |
6,242 |
+920 |
+17.29% |
Capital Asset Advisory Services LLC |
33,403 |
38,710 |
+5,307 |
+15.89% |
L.M. Kohn & Company |
4,162 |
4,780 |
+618 |
+14.85% |
Kestra Private Wealth Services LLC |
68,668 |
78,740 |
+10,072 |
+14.67% |
BKM Wealth Management LLC |
9,379 |
10,747 |
+1,368 |
+14.59% |
Premier Path Wealth Partners LLC |
13,544 |
15,497 |
+1,953 |
+14.42% |
Godsey & Gibb Associates |
900 |
1,026 |
+126 |
+14.00% |
Shulman DeMeo Asset Management LLC |
2,900 |
3,290 |
+390 |
+13.45% |
Advocate Group LLC |
57,662 |
65,352 |
+7,690 |
+13.34% |
Charter Trust Co. |
65,550 |
73,660 |
+8,110 |
+12.37% |
Spectrum Asset Management Inc. NB CA |
25,762 |
28,945 |
+3,183 |
+12.36% |
Cary Street Partners Investment Advisory LLC |
6,420 |
7,199 |
+779 |
+12.13% |
Natixis Advisors L.P. |
287,086 |
321,310 |
+34,224 |
+11.92% |
Financial Advocates Investment Management |
10,208 |
11,423 |
+1,215 |
+11.90% |
GAMMA Investing LLC |
4,225 |
4,699 |
+474 |
+11.22% |
Kingswood Wealth Advisors LLC |
3,974 |
4,419 |
+445 |
+11.20% |
North Star Investment Management Corp. |
5,317 |
5,858 |
+541 |
+10.17% |
GHP Investment Advisors Inc. |
58,111 |
63,855 |
+5,744 |
+9.88% |
Private Trust Co. NA |
9,777 |
10,728 |
+951 |
+9.73% |
Ronald Blue Trust Inc. |
3,377 |
3,704 |
+327 |
+9.68% |
LifePlan Financial LLC |
8,367 |
9,157 |
+790 |
+9.44% |
Waycross Partners LLC |
122,019 |
133,516 |
+11,497 |
+9.42% |
Tokio Marine Asset Management Co. Ltd. |
13,112 |
14,336 |
+1,224 |
+9.33% |
Stiles Financial Services Inc |
2,236 |
2,443 |
+207 |
+9.26% |
Sara Bay Financial |
21,658 |
23,658 |
+2,000 |
+9.23% |
Spire Wealth Management |
8,165 |
8,905 |
+740 |
+9.06% |
Plimoth Trust Co. LLC |
18,975 |
20,672 |
+1,697 |
+8.94% |
Jag Capital Management LLC |
4,782 |
5,200 |
+418 |
+8.74% |
RFG Advisory LLC |
8,831 |
9,573 |
+742 |
+8.40% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
159,673 |
172,873 |
+13,200 |
+8.27% |
SJS Investment Consulting Inc. |
311 |
336 |
+25 |
+8.04% |
Krilogy Financial LLC |
16,732 |
18,070 |
+1,338 |
+8.00% |
180 Wealth Advisors LLC |
3,123 |
3,372 |
+249 |
+7.97% |
Sumitomo Mitsui DS Asset Management Company Ltd |
50,690 |
54,685 |
+3,995 |
+7.88% |
Occidental Asset Management LLC |
27,775 |
29,959 |
+2,184 |
+7.86% |
Insight Inv LLC |
14,600 |
15,740 |
+1,140 |
+7.81% |
Argonautica Private Wealth Management Inc. |
21,403 |
23,070 |
+1,667 |
+7.79% |
AMF Pensionsforsakring AB |
100,610 |
108,410 |
+7,800 |
+7.75% |
Fortem Financial Group LLC |
20,175 |
21,697 |
+1,522 |
+7.54% |
CWM LLC |
14,649 |
15,725 |
+1,076 |
+7.35% |
Capital Advisors Ltd. LLC |
493 |
529 |
+36 |
+7.30% |
Wealthfront Advisers LLC |
48,302 |
51,751 |
+3,449 |
+7.14% |
Cardinal Capital Management |
78,161 |
83,717 |
+5,556 |
+7.11% |
DMG Group LLC |
3,948 |
4,226 |
+278 |
+7.04% |
Center for Financial Planning Inc. |
7,202 |
7,702 |
+500 |
+6.94% |
Van ECK Associates Corp |
1,972,093 |
2,106,958 |
+134,865 |
+6.84% |
Dakota Wealth Management |
32,897 |
35,035 |
+2,138 |
+6.50% |
Wedmont Private Capital |
4,091 |
4,357 |
+266 |
+6.50% |
Patten Group Inc. |
20,816 |
22,108 |
+1,292 |
+6.21% |
Parkside Financial Bank & Trust |
10,455 |
11,096 |
+641 |
+6.13% |
Apollon Wealth Management LLC |
32,232 |
34,143 |
+1,911 |
+5.93% |
LS Investment Advisors LLC |
87,185 |
92,315 |
+5,130 |
+5.88% |
Cooper Financial Group |
5,019 |
5,303 |
+284 |
+5.66% |
Silvia Mccoll Wealth Management LLC |
3,575 |
3,775 |
+200 |
+5.59% |
Harrington Investments INC |
19,214 |
20,287 |
+1,073 |
+5.58% |
Checchi Capital Advisers LLC |
8,407 |
8,868 |
+461 |
+5.48% |
Catalyst Financial Partners LLC |
2,386 |
2,515 |
+129 |
+5.41% |
Massachusetts Wealth Management |
15,446 |
16,246 |
+800 |
+5.18% |
CFM Wealth Partners LLC |
2,728 |
2,868 |
+140 |
+5.13% |
Douglas Lane & Associates LLC |
7,781 |
8,179 |
+398 |
+5.12% |
Regions Financial Corp |
145,892 |
153,200 |
+7,308 |
+5.01% |
International Assets Investment Management LLC |
3,026 |
3,175 |
+149 |
+4.92% |
Wealthcare Advisory Partners LLC |
18,117 |
19,003 |
+886 |
+4.89% |
BNP Paribas Arbitrage SA |
452,665 |
474,570 |
+21,905 |
+4.84% |
Silvant Capital Management LLC |
14,590 |
15,280 |
+690 |
+4.73% |
Capstone Triton Financial Group LLC |
10,623 |
11,122 |
+499 |
+4.70% |
Park Place Capital Corp |
1,133 |
1,186 |
+53 |
+4.68% |
Principal Financial Group Inc. |
754,688 |
789,927 |
+35,239 |
+4.67% |
Stratos Wealth Partners LTD. |
21,988 |
22,982 |
+994 |
+4.52% |
Sandy Cove Advisors LLC |
2,666 |
2,784 |
+118 |
+4.43% |
Archford Capital Strategies LLC |
3,572 |
3,730 |
+158 |
+4.42% |
Red Spruce Capital LLC |
29,981 |
31,268 |
+1,287 |
+4.29% |
Daymark Wealth Partners LLC |
59,907 |
62,417 |
+2,510 |
+4.19% |
Farmers & Merchants Investments Inc. |
180,876 |
188,340 |
+7,464 |
+4.13% |
Haverford Trust Co. |
44,175 |
45,945 |
+1,770 |
+4.01% |
Cambridge Investment Research Advisors Inc. |
95,756 |
99,454 |
+3,698 |
+3.86% |
Proficio Capital Partners LLC |
2,111 |
2,191 |
+80 |
+3.79% |
Patrick M Sweeney & Associates Inc. |
4,810 |
4,992 |
+182 |
+3.78% |
Armstrong Henry H Associates Inc. |
4,324 |
4,484 |
+160 |
+3.70% |
Chesley Taft & Associates LLC |
32,081 |
33,256 |
+1,175 |
+3.66% |
Sound Income Strategies LLC |
1,240 |
1,285 |
+45 |
+3.63% |
Pallas Capital Advisors LLC |
71,185 |
73,756 |
+2,571 |
+3.61% |
Flagship Harbor Advisors LLC |
7,795 |
8,057 |
+262 |
+3.36% |
Segment Wealth Management LLC |
5,896 |
6,093 |
+197 |
+3.34% |
Stonehearth Capital Management LLC |
3,213 |
3,320 |
+107 |
+3.33% |
Dynamic Advisor Solutions LLC |
58,744 |
60,645 |
+1,901 |
+3.24% |
Meridian Wealth Management LLC |
31,748 |
32,716 |
+968 |
+3.05% |
CAPROCK Group Inc. |
13,937 |
14,359 |
+422 |
+3.03% |
McGlone Suttner Wealth Management Inc. |
1,964 |
2,023 |
+59 |
+3.00% |
Joule Financial LLC |
4,666 |
4,805 |
+139 |
+2.98% |
Ritholtz Wealth Management |
9,832 |
10,115 |
+283 |
+2.88% |
Whitener Capital Management Inc. |
16,649 |
17,111 |
+462 |
+2.77% |
Country Trust Bank |
4,092 |
4,204 |
+112 |
+2.74% |
Somerset Trust Co |
24,333 |
24,985 |
+652 |
+2.68% |
Westhampton Capital LLC |
17,497 |
17,962 |
+465 |
+2.66% |
Cornerstone Wealth Management LLC |
45,318 |
46,516 |
+1,198 |
+2.64% |
OLD National Bancorp IN |
36,579 |
37,537 |
+958 |
+2.62% |
Everett Harris & Co. CA |
50,456 |
51,768 |
+1,312 |
+2.60% |
Everpar Advisors LLC |
2,448 |
2,511 |
+63 |
+2.57% |
Boyd Watterson Asset Management LLC OH |
14,701 |
15,053 |
+352 |
+2.39% |
Mitchell & Pahl Private Wealth LLC |
18,130 |
18,555 |
+425 |
+2.34% |
Lake Street Financial LLC |
4,313 |
4,412 |
+99 |
+2.30% |
United Asset Strategies Inc. |
8,280 |
8,470 |
+190 |
+2.29% |
Stack Financial Management Inc |
154,645 |
158,162 |
+3,517 |
+2.27% |
Augustine Asset Management Inc. |
3,638 |
3,720 |
+82 |
+2.25% |
Beacon Financial Advisory LLC |
9,672 |
9,885 |
+213 |
+2.20% |
Soltis Investment Advisors LLC |
2,362 |
2,413 |
+51 |
+2.16% |
Mitchell Mcleod Pugh & Williams Inc. |
5,461 |
5,575 |
+114 |
+2.09% |
Fidelis Capital Partners LLC |
6,877 |
7,021 |
+144 |
+2.09% |
Salem Investment Counselors Inc. |
14,250 |
14,541 |
+291 |
+2.04% |
Claro Advisors LLC |
13,226 |
13,495 |
+269 |
+2.03% |
Birchcreek Wealth Management LLC |
2,750 |
2,804 |
+54 |
+1.96% |
Financial Advisory Corp UT ADV |
3,447 |
3,513 |
+66 |
+1.91% |
Lincoln National Corp |
9,254 |
9,429 |
+175 |
+1.89% |
Kovack Advisors Inc. |
2,395 |
2,438 |
+43 |
+1.80% |
Equitable Trust Co. |
11,320 |
11,518 |
+198 |
+1.75% |
Harbour Capital Advisors LLC |
6,036 |
6,136 |
+100 |
+1.66% |
Allied Investment Advisors LLC |
98,309 |
99,886 |
+1,577 |
+1.60% |
True Vision MN LLC |
3,863 |
3,925 |
+62 |
+1.60% |
Woodstock Corp |
89,733 |
91,071 |
+1,338 |
+1.49% |
Rockland Trust Co. |
104,237 |
105,745 |
+1,508 |
+1.45% |
Talbot Financial LLC |
72,995 |
74,031 |
+1,036 |
+1.42% |
Drexel Morgan & Co. |
29,489 |
29,904 |
+415 |
+1.41% |
Gateway Investment Advisers LLC |
58,500 |
59,312 |
+812 |
+1.39% |
PDS Planning Inc |
6,008 |
6,090 |
+82 |
+1.36% |
New England Research & Management Inc. |
4,750 |
4,814 |
+64 |
+1.35% |
Harbor Investment Advisory LLC |
3,290 |
3,331 |
+41 |
+1.25% |
Tompkins Financial Corp |
17,838 |
18,054 |
+216 |
+1.21% |
State of New Jersey Common Pension Fund D |
319,164 |
323,034 |
+3,870 |
+1.21% |
Dominguez Wealth Management Solutions Inc. |
24,708 |
25,004 |
+296 |
+1.20% |
Greenleaf Trust |
31,990 |
32,357 |
+367 |
+1.15% |
DNB Asset Management AS |
599,415 |
605,999 |
+6,584 |
+1.10% |
Strategic Blueprint LLC |
6,153 |
6,219 |
+66 |
+1.07% |
Whittier Trust Co. |
101,961 |
103,045 |
+1,084 |
+1.06% |
Albert D Mason Inc. |
11,128 |
11,241 |
+113 |
+1.02% |
Eldred Rock Partners LLC |
82,932 |
83,759 |
+827 |
+1.00% |
Pinnacle Financial Partners Inc. |
252,695 |
255,195 |
+2,500 |
+0.99% |
Atwood & Palmer Inc. |
4,353 |
4,395 |
+42 |
+0.96% |
Diversified Trust Co |
22,404 |
22,611 |
+207 |
+0.92% |
Kesler Norman & Wride LLC |
49,141 |
49,588 |
+447 |
+0.91% |
Princeton Global Asset Management LLC |
113 |
114 |
+1 |
+0.88% |
Unison Advisors LLC |
20,750 |
20,920 |
+170 |
+0.82% |
Piscataqua Savings Bank |
1,106 |
1,115 |
+9 |
+0.81% |
Sky Investment Group LLC |
57,935 |
58,395 |
+460 |
+0.79% |
Czech National Bank |
99,850 |
100,613 |
+763 |
+0.76% |
State of Alaska Department of Revenue |
61,571 |
62,026 |
+455 |
+0.74% |
Ballentine Partners LLC |
14,539 |
14,647 |
+108 |
+0.74% |
Naples Global Advisors LLC |
26,603 |
26,798 |
+195 |
+0.73% |
J.W. Cole Advisors Inc. |
7,058 |
7,107 |
+49 |
+0.69% |
MTM Investment Management LLC |
3,375 |
3,398 |
+23 |
+0.68% |
Commonwealth Equity Services LLC |
627,353 |
631,480 |
+4,127 |
+0.66% |
S.A. Mason LLC |
5,639 |
5,674 |
+35 |
+0.62% |
PFS Partners LLC |
160 |
161 |
+1 |
+0.62% |
Burkett Financial Services LLC |
331 |
333 |
+2 |
+0.60% |
Thrive Wealth Management LLC |
2,215 |
2,228 |
+13 |
+0.59% |
Woodmont Investment Counsel LLC |
61,502 |
61,860 |
+358 |
+0.58% |
Gleason Group Inc. |
549 |
552 |
+3 |
+0.55% |
Leavell Investment Management Inc. |
42,345 |
42,573 |
+228 |
+0.54% |
Newton One Investments LLC |
381 |
383 |
+2 |
+0.52% |
SYSTM Wealth Solutions LLC |
642 |
645 |
+3 |
+0.47% |
Vicus Capital |
2,636 |
2,648 |
+12 |
+0.46% |
E&G Advisors LP |
11,220 |
11,271 |
+51 |
+0.45% |
Shoker Investment Counsel Inc. |
23,578 |
23,671 |
+93 |
+0.39% |
Busey Wealth Management |
69,677 |
69,940 |
+263 |
+0.38% |
Sugarloaf Wealth Management LLC |
1,065 |
1,069 |
+4 |
+0.38% |
GSB Wealth Management LLC |
7,830 |
7,856 |
+26 |
+0.33% |
State of Michigan Retirement System |
156,120 |
156,620 |
+500 |
+0.32% |
Enterprise Bank & Trust Co |
3,367 |
3,377 |
+10 |
+0.30% |
CVA Family Office LLC |
2,206 |
2,212 |
+6 |
+0.27% |
Chemung Canal Trust Co. |
39,526 |
39,629 |
+103 |
+0.26% |
Valley National Advisers Inc. |
25,630 |
25,694 |
+64 |
+0.25% |
Cyndeo Wealth Partners LLC |
3,658 |
3,667 |
+9 |
+0.25% |
Radnor Capital Management LLC |
69,718 |
69,864 |
+146 |
+0.21% |
Silver Lake Advisory LLC |
23,895 |
23,940 |
+45 |
+0.19% |
Winthrop Advisory Group LLC |
4,375 |
4,383 |
+8 |
+0.18% |
TFC Financial Management |
1,710 |
1,713 |
+3 |
+0.18% |
Dechtman Wealth Management LLC |
3,757 |
3,763 |
+6 |
+0.16% |
Wright Investors Service Inc. |
29,394 |
29,436 |
+42 |
+0.14% |
JNB Advisors LLC |
2,117 |
2,120 |
+3 |
+0.14% |
Capital Advisors Inc. OK |
86,231 |
86,341 |
+110 |
+0.13% |
Retirement Systems of Alabama |
436,392 |
436,931 |
+539 |
+0.12% |
WoodTrust Financial Corp |
5,224 |
5,229 |
+5 |
+0.10% |
Coston McIsaac & Partners |
3,148 |
3,151 |
+3 |
+0.10% |
Exchange Capital Management Inc. |
68,425 |
68,487 |
+62 |
+0.09% |
Allred Capital Management LLC |
17,117 |
17,133 |
+16 |
+0.09% |
Accel Wealth Management |
3,239 |
3,242 |
+3 |
+0.09% |
Alpine Woods Capital Investors LLC |
26,831 |
26,852 |
+21 |
+0.08% |
PFW Advisors LLC |
21,788 |
21,806 |
+18 |
+0.08% |
Asset Dedication LLC |
1,547 |
1,548 |
+1 |
+0.06% |
Sapient Capital LLC |
5,427 |
5,430 |
+3 |
+0.06% |
Cadinha & Co. LLC |
2,366 |
2,367 |
+1 |
+0.04% |
Crescent Grove Advisors LLC |
4,803 |
4,805 |
+2 |
+0.04% |
Trueblood Wealth Management LLC |
2,228 |
2,229 |
+1 |
+0.04% |
Sterling Investment Advisors Ltd. |
12,138 |
12,142 |
+4 |
+0.03% |
Murphy Middleton Hinkle & Parker Inc. |
15,611 |
15,615 |
+4 |
+0.03% |
Abner Herrman & Brock LLC |
99,671 |
99,688 |
+17 |
+0.02% |
LifeSteps Financial Inc. |
6,200 |
6,201 |
+1 |
+0.02% |
Schulhoff & Co. Inc. |
23,192 |
23,194 |
+2 |
+0.01% |
Rowland & Co. Investment Counsel ADV |
27,443 |
27,444 |
+1 |
+0.00% |
13F Filers Reporting New Positions In EMR |
Campbell Newman Asset Management Inc. |
0 |
277,118 |
+277,118 |
+100% |
American National Bank & Trust Co. VA |
0 |
8,912 |
+8,912 |
+100% |
Hartline Investment Corp |
0 |
2,930 |
+2,930 |
+100% |
Compass Capital Management Inc. |
0 |
1,800 |
+1,800 |
+100% |
LVM Capital Management Ltd. MI |
0 |
8,777 |
+8,777 |
+100% |
Harbor Advisory Corp MA |
0 |
1,832 |
+1,832 |
+100% |
Chatham Capital Group Inc. |
0 |
1,926 |
+1,926 |
+100% |
Rational Advisors LLC |
0 |
438 |
+438 |
+100% |
Farmers Trust Co. |
0 |
2,892 |
+2,892 |
+100% |
Keel Point LLC |
0 |
1,840 |
+1,840 |
+100% |
Capstone Investment Advisors LLC |
0 |
1,510 |
+1,510 |
+100% |
Tributary Capital Management LLC |
0 |
310 |
+310 |
+100% |
Legato Capital Management LLC |
0 |
30,491 |
+30,491 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
12,747 |
+12,747 |
+100% |
West Coast Financial LLC |
0 |
1,995 |
+1,995 |
+100% |
Community Financial Services Group LLC |
0 |
32,262 |
+32,262 |
+100% |
Annex Advisory Services LLC |
0 |
1,813 |
+1,813 |
+100% |
Aviance Capital Partners LLC |
0 |
6,225 |
+6,225 |
+100% |
Macroview Investment Management LLC |
0 |
67 |
+67 |
+100% |
HT Partners LLC |
0 |
1,931 |
+1,931 |
+100% |
SNS Financial Group LLC |
0 |
2,055 |
+2,055 |
+100% |
Buckingham Capital Management Inc. |
0 |
4,818 |
+4,818 |
+100% |
Alpha Cubed Investments LLC |
0 |
1,907 |
+1,907 |
+100% |
Riverview Trust Co |
0 |
73 |
+73 |
+100% |
Allen Capital Group LLC |
0 |
2,177 |
+2,177 |
+100% |
BTC Capital Management Inc. |
0 |
43,935 |
+43,935 |
+100% |
Northstar Group Inc. |
0 |
1,772 |
+1,772 |
+100% |
Summit Financial Wealth Advisors LLC |
0 |
2,000 |
+2,000 |
+100% |
USA Financial Portformulas Corp |
0 |
2,664 |
+2,664 |
+100% |
Pegasus Partners Ltd. |
0 |
1,833 |
+1,833 |
+100% |
Community Bank & Trust Waco Texas |
0 |
2,040 |
+2,040 |
+100% |
Integrated Investment Consultants LLC |
0 |
1,851 |
+1,851 |
+100% |
Simon Quick Advisors LLC |
0 |
1,906 |
+1,906 |
+100% |
SpiderRock Advisors LLC |
0 |
22,483 |
+22,483 |
+100% |
Ridgewood Investments LLC |
0 |
2,053 |
+2,053 |
+100% |
Quattro Financial Advisors LLC |
0 |
114,491 |
+114,491 |
+100% |
Cahaba Wealth Management Inc. |
0 |
2,007 |
+2,007 |
+100% |
Columbus Macro LLC |
0 |
1,788 |
+1,788 |
+100% |
Monument Capital Management |
0 |
1,990 |
+1,990 |
+100% |
Ceredex Value Advisors LLC |
0 |
333,125 |
+333,125 |
+100% |
MinichMacGregor Wealth Management LLC |
0 |
1,946 |
+1,946 |
+100% |
Oak Thistle LLC |
0 |
4,234 |
+4,234 |
+100% |
Steel Peak Wealth Management LLC |
0 |
32,765 |
+32,765 |
+100% |
Future Financial Wealth Managment LLC |
0 |
500 |
+500 |
+100% |
HighMark Wealth Management LLC |
0 |
58 |
+58 |
+100% |
Lloyd Advisory Services LLC. |
0 |
9,235 |
+9,235 |
+100% |
Game Plan Financial Advisors LLC |
0 |
125 |
+125 |
+100% |
Revolve Wealth Partners LLC |
0 |
2,043 |
+2,043 |
+100% |
First Pacific Financial |
0 |
75 |
+75 |
+100% |
Charter Oak Capital Management LLC |
0 |
1,768 |
+1,768 |
+100% |
Jackson Square Capital LLC |
0 |
2,224 |
+2,224 |
+100% |
Rise Advisors LLC |
0 |
317 |
+317 |
+100% |
Sage Mountain Advisors LLC |
0 |
3,169 |
+3,169 |
+100% |
Legacy Financial Group LLC |
0 |
3,641 |
+3,641 |
+100% |
Heritage Wealth Management LLC |
0 |
14,263 |
+14,263 |
+100% |
Brown Miller Wealth Management LLC |
0 |
2,468 |
+2,468 |
+100% |
TriaGen Wealth Management LLC |
0 |
1,831 |
+1,831 |
+100% |
Sandbox Financial Partners LLC |
0 |
1,804 |
+1,804 |
+100% |
Cassia Capital Partners LLC |
0 |
2,031 |
+2,031 |
+100% |
Firethorn Wealth Partners LLC |
0 |
1,883 |
+1,883 |
+100% |
Sovereign Financial Group Inc. |
0 |
1,783 |
+1,783 |
+100% |
MBA Advisors LLC |
0 |
2,269 |
+2,269 |
+100% |
Fermata Advisors LLC |
0 |
2,971 |
+2,971 |
+100% |
Carmel Capital Partners LLC |
0 |
2,073 |
+2,073 |
+100% |
Amplius Wealth Advisors LLC |
0 |
1,804 |
+1,804 |
+100% |
Eagle Strategies LLC |
0 |
22,360 |
+22,360 |
+100% |
Unionview LLC |
0 |
2,041 |
+2,041 |
+100% |
Prosperity Consulting Group LLC |
0 |
4,467 |
+4,467 |
+100% |
Retireful LLC |
0 |
21,491 |
+21,491 |
+100% |
Global Assets Advisory LLC |
0 |
45,530 |
+45,530 |
+100% |
EnRich Financial Partners LLC |
0 |
400 |
+400 |
+100% |
Guidance Capital Inc. |
0 |
8,530 |
+8,530 |
+100% |
Phillips Wealth Planners LLC |
0 |
2,697 |
+2,697 |
+100% |
Register Financial Advisors LLC |
0 |
888 |
+888 |
+100% |
Dover Advisors LLC |
0 |
8,157 |
+8,157 |
+100% |
Abacus Wealth Partners LLC |
0 |
1,967 |
+1,967 |
+100% |
Norden Group LLC |
0 |
2,034 |
+2,034 |
+100% |
Dixon Mitchell Investment Counsel Inc. |
0 |
96 |
+96 |
+100% |
Allen Mooney & Barnes Investment Advisors LLC |
0 |
1,776 |
+1,776 |
+100% |
Philip James Wealth Mangement LLC |
0 |
2,230 |
+2,230 |
+100% |
Gilliland Jeter Wealth Management LLC |
0 |
1,020 |
+1,020 |
+100% |
Focus Financial Network Inc. |
0 |
3,617 |
+3,617 |
+100% |
Clayton Financial Group LLC |
0 |
2,424 |
+2,424 |
+100% |
Accordant Advisory Group Inc |
0 |
256 |
+256 |
+100% |
Glass Wealth Management Co LLC |
0 |
19,544 |
+19,544 |
+100% |
Financial Synergies Wealth Advisors Inc. |
0 |
176 |
+176 |
+100% |
Diversify Advisory Services LLC |
0 |
5,177 |
+5,177 |
+100% |
13F Filers With Unchanged Share Count |
Hazlett Burt & Watson Inc. |
2,788 |
2,788 |
UNCH |
0.00% |
Stonebridge Capital Management Inc. |
13,369 |
13,369 |
UNCH |
0.00% |
OLD Republic International Corporation |
505,600 |
505,600 |
UNCH |
0.00% |
Roman Butler Fullerton & Co. |
11,380 |
11,380 |
UNCH |
0.00% |
First National Bank |
4,437 |
4,437 |
UNCH |
0.00% |
Anderson Hoagland & Co. |
2,767 |
2,767 |
UNCH |
0.00% |
Summit Financial Group Inc. |
19,877 |
19,877 |
UNCH |
0.00% |
First National Corp MA ADV |
2,225 |
2,225 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
16,461 |
16,461 |
UNCH |
0.00% |
Toth Financial Advisory Corp |
99 |
99 |
UNCH |
0.00% |
Wendell David Associates Inc. |
36,335 |
36,335 |
UNCH |
0.00% |
Gillespie Robinson & Grimm Inc. |
7,242 |
7,242 |
UNCH |
0.00% |
Washington Capital Management Inc. |
11,210 |
11,210 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
82,521 |
82,521 |
UNCH |
0.00% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
9,195 |
9,195 |
UNCH |
0.00% |
Smith Shellnut Wilson LLC ADV |
3,940 |
3,940 |
UNCH |
0.00% |
Bridges Investment Management Inc. |
9,875 |
9,875 |
UNCH |
0.00% |
Schmidt P J Investment Management Inc. |
3,696 |
3,696 |
UNCH |
0.00% |
Fort Washington Investment Advisors Inc. OH |
6,762 |
6,762 |
UNCH |
0.00% |
Vaughan Nelson Investment Management L.P. |
15,705 |
15,705 |
UNCH |
0.00% |
Pittenger & Anderson Inc. |
35,550 |
35,550 |
UNCH |
0.00% |
Optimum Investment Advisors |
3,975 |
3,975 |
UNCH |
0.00% |
Morgan Dempsey Capital Management LLC |
105 |
105 |
UNCH |
0.00% |
Dillon & Associates Inc. |
3,157 |
3,157 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
67,805 |
67,805 |
UNCH |
0.00% |
Mountain Pacific Investment Advisers Inc. ID |
3,300 |
3,300 |
UNCH |
0.00% |
Advanced Asset Management Advisors Inc |
78,400 |
78,400 |
UNCH |
0.00% |
First National Bank Sioux Falls |
2,099 |
2,099 |
UNCH |
0.00% |
Baxter Bros Inc. |
4,520 |
4,520 |
UNCH |
0.00% |
Bonness Enterprises Inc. |
43,000 |
43,000 |
UNCH |
0.00% |
Independent Investors Inc. |
49,000 |
49,000 |
UNCH |
0.00% |
First Community Trust NA |
2,177 |
2,177 |
UNCH |
0.00% |
Harvey Investment Co. LLC |
4,974 |
4,974 |
UNCH |
0.00% |
First United Bank Trust |
498 |
498 |
UNCH |
0.00% |
SeaBridge Investment Advisors LLC |
4,400 |
4,400 |
UNCH |
0.00% |
Boit C F David |
5,800 |
5,800 |
UNCH |
0.00% |
Willis Investment Counsel |
123,100 |
123,100 |
UNCH |
0.00% |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
5,375 |
5,375 |
UNCH |
0.00% |
Hartford Financial Management Inc. |
17,600 |
17,600 |
UNCH |
0.00% |
Indiana Trust & Investment Management CO |
2,830 |
2,830 |
UNCH |
0.00% |
Guardian Investment Management |
6,650 |
6,650 |
UNCH |
0.00% |
Penbrook Management LLC |
6,000 |
6,000 |
UNCH |
0.00% |
Horrell Capital Management Inc. |
260 |
260 |
UNCH |
0.00% |
West Oak Capital LLC |
20,633 |
20,633 |
UNCH |
0.00% |
Bank of Stockton |
3,070 |
3,070 |
UNCH |
0.00% |
Guinness Atkinson Asset Management Inc |
9,353 |
9,353 |
UNCH |
0.00% |
Eagle Ridge Investment Management |
9,472 |
9,472 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
18,200 |
18,200 |
UNCH |
0.00% |
Poplar Forest Capital LLC |
18,005 |
18,005 |
UNCH |
0.00% |
NJ State Employees Deferred Compensation Plan |
2,300 |
2,300 |
UNCH |
0.00% |
Timber Creek Capital Management LLC |
250 |
250 |
UNCH |
0.00% |
Alta Advisers Ltd |
1,500 |
1,500 |
UNCH |
0.00% |
Westside Investment Management Inc. |
100 |
100 |
UNCH |
0.00% |
South Dakota Investment Council |
9,833 |
9,833 |
UNCH |
0.00% |
National Mutual Insurance Federation of Agricultural Cooperatives |
170,800 |
170,800 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
967 |
967 |
UNCH |
0.00% |
SignalPoint Asset Management LLC |
5,648 |
5,648 |
UNCH |
0.00% |
JNBA Financial Advisors |
3,550 |
3,550 |
UNCH |
0.00% |
LVZ Advisors Inc. |
2,729 |
2,729 |
UNCH |
0.00% |
Wolf Group Capital Advisors |
21,578 |
21,578 |
UNCH |
0.00% |
Blume Capital Management Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
Gulf International Bank UK Ltd |
49,056 |
49,056 |
UNCH |
0.00% |
Tarbox Family Office Inc. |
3,224 |
3,224 |
UNCH |
0.00% |
Private Ocean LLC |
441 |
441 |
UNCH |
0.00% |
Schnieders Capital Management LLC |
3,192 |
3,192 |
UNCH |
0.00% |
St. Johns Investment Management Company LLC |
500 |
500 |
UNCH |
0.00% |
Compagnie Lombard Odier SCmA |
870 |
870 |
UNCH |
0.00% |
S. R. Schill & Associates |
4,248 |
4,248 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
281 |
281 |
UNCH |
0.00% |
Bray Capital Advisors |
225 |
225 |
UNCH |
0.00% |
Perpetual Ltd |
2,900 |
2,900 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
132 |
132 |
UNCH |
0.00% |
Cascade Investment Advisors Inc. |
10,898 |
10,898 |
UNCH |
0.00% |
Legacy Bridge LLC |
521 |
521 |
UNCH |
0.00% |
Mascoma Wealth Management LLC |
1,229 |
1,229 |
UNCH |
0.00% |
Pinnacle Bank |
6,839 |
6,839 |
UNCH |
0.00% |
Bfsg LLC |
75 |
75 |
UNCH |
0.00% |
Townsend & Associates Inc |
3,050 |
3,050 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
1,172 |
1,172 |
UNCH |
0.00% |
Northwest Capital Management Inc |
150 |
150 |
UNCH |
0.00% |
Independence Bank of Kentucky |
1,344 |
1,344 |
UNCH |
0.00% |
Luken Investment Analytics LLC |
10,316 |
10,316 |
UNCH |
0.00% |
GPS Wealth Strategies Group LLC |
573 |
573 |
UNCH |
0.00% |
Versant Capital Management Inc |
57 |
57 |
UNCH |
0.00% |
Rheos Capital Works Inc. |
337,100 |
337,100 |
UNCH |
0.00% |
West Branch Capital LLC |
1,030 |
1,030 |
UNCH |
0.00% |
Retirement Group LLC |
558 |
558 |
UNCH |
0.00% |
Hurlow Wealth Management Group Inc. |
6,071 |
6,071 |
UNCH |
0.00% |
Essex Savings Bank |
12,743 |
12,743 |
UNCH |
0.00% |
Aspire Private Capital LLC |
131 |
131 |
UNCH |
0.00% |
Wesleyan Assurance Society |
104,500 |
104,500 |
UNCH |
0.00% |
PSI Advisors LLC |
459 |
459 |
UNCH |
0.00% |
Legend Financial Advisors Inc. |
108 |
108 |
UNCH |
0.00% |
IFG Advisors LLC |
2,246 |
2,246 |
UNCH |
0.00% |
Maryland State Retirement & Pension System |
44,426 |
44,426 |
UNCH |
0.00% |
Pacifica Partners Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
PFG Private Wealth Management LLC |
42 |
42 |
UNCH |
0.00% |
Atticus Wealth Management LLC |
227 |
227 |
UNCH |
0.00% |
Cairn Investment Group Inc. |
3,200 |
3,200 |
UNCH |
0.00% |
Tsfg LLC |
75 |
75 |
UNCH |
0.00% |
Bellevue Asset Management LLC |
900 |
900 |
UNCH |
0.00% |
Key Financial Inc |
1,191 |
1,191 |
UNCH |
0.00% |
Hummer Financial Advisory Services Inc |
5,100 |
5,100 |
UNCH |
0.00% |
TI Trust Inc. |
13,478 |
13,478 |
UNCH |
0.00% |
TL Private Wealth |
2,200 |
2,200 |
UNCH |
0.00% |
Trinity Financial Advisors LLC |
3,523 |
3,523 |
UNCH |
0.00% |
Capital Market Strategies LLC |
3,918 |
3,918 |
UNCH |
0.00% |
Davis Capital Management |
544 |
544 |
UNCH |
0.00% |
Horst & Graben Wealth Management LLC |
2,107 |
2,107 |
UNCH |
0.00% |
AM Investment Strategies LLC |
2,500 |
2,500 |
UNCH |
0.00% |
Gimbal Financial |
2,374 |
2,374 |
UNCH |
0.00% |
Hoese & Co LLP |
1,750 |
1,750 |
UNCH |
0.00% |
Skyline Advisors Inc. |
5,000 |
5,000 |
UNCH |
0.00% |
Rempart Asset Management Inc. |
4,500 |
4,500 |
UNCH |
0.00% |
Boyd Wealth Management LLC |
4,000 |
4,000 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
70 |
70 |
UNCH |
0.00% |
Acas LLC |
4,810 |
4,810 |
UNCH |
0.00% |
Howard Capital Management Group LLC |
1,698 |
1,698 |
UNCH |
0.00% |
Bank of New Hampshire |
1,623 |
1,623 |
UNCH |
0.00% |
Carmel Capital Management L.L.C. |
2,550 |
2,550 |
UNCH |
0.00% |
Bromfield Sneider Wealth Advisors |
840 |
840 |
UNCH |
0.00% |
Centered Wealth LLC dba Miller Equity Capital Advisors |
31,733 |
31,733 |
UNCH |
0.00% |
Mill Capital Management LLC |
14,377 |
14,377 |
UNCH |
0.00% |
Stonegate Investment Group LLC |
7,280 |
7,280 |
UNCH |
0.00% |
Claris Advisors LLC MO |
2,206 |
2,206 |
UNCH |
0.00% |
Viewpoint Capital Management LLC |
3,935 |
3,935 |
UNCH |
0.00% |
Lynch Asset Management Inc. |
30,000 |
30,000 |
UNCH |
0.00% |
City State Bank |
60 |
60 |
UNCH |
0.00% |
Intelligent Financial Strategies |
255 |
255 |
UNCH |
0.00% |
626 Financial LLC |
9,698 |
9,698 |
UNCH |
0.00% |
Ulland Investment Advisors LLC |
205 |
205 |
UNCH |
0.00% |
Autumn Glory Partners LLC |
2,156 |
2,156 |
UNCH |
0.00% |
Bill Few Associates Inc. |
2,150 |
2,150 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
694 |
694 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
9,368 |
9,368 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
124 |
124 |
UNCH |
0.00% |
Glass Jacobson Investment Advisors llc |
215 |
215 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
508 |
508 |
UNCH |
0.00% |
Park Edge Advisors LLC |
15,505 |
15,505 |
UNCH |
0.00% |
Granite Harbor Advisors Inc. |
8,369 |
8,369 |
UNCH |
0.00% |
ZRC Wealth Management LLC |
100 |
100 |
UNCH |
0.00% |
Trivant Custom Portfolio Group LLC |
100 |
100 |
UNCH |
0.00% |
Cherry Tree Wealth Management LLC |
15,361 |
15,361 |
UNCH |
0.00% |
CGC Financial Services LLC |
525 |
525 |
UNCH |
0.00% |
Slocum Gordon & Co LLP |
50 |
50 |
UNCH |
0.00% |
Peoples Bank KS |
180 |
180 |
UNCH |
0.00% |
Barlow Wealth Partners Inc. |
2,867 |
2,867 |
UNCH |
0.00% |
Financial Perspectives Inc |
300 |
300 |
UNCH |
0.00% |
West Paces Advisors Inc. |
445 |
445 |
UNCH |
0.00% |
Valued Wealth Advisors LLC |
441 |
441 |
UNCH |
0.00% |
Sachetta LLC |
6,517 |
6,517 |
UNCH |
0.00% |
Partnership Wealth Management LLC |
8,193 |
8,193 |
UNCH |
0.00% |
FMA Wealth Management LLC |
2,815 |
2,815 |
UNCH |
0.00% |
Private Wealth Management Group LLC |
164 |
164 |
UNCH |
0.00% |
American Capital Advisory LLC |
30 |
30 |
UNCH |
0.00% |
13F Filers Decreasing EMR Share Count |
Argent Capital Management LLC |
218,374 |
6,600 |
-211,774 |
-96.98% |
Venturi Wealth Management LLC |
12,230 |
386 |
-11,844 |
-96.84% |
Financial Management Professionals Inc. |
1,341 |
90 |
-1,251 |
-93.29% |
Hollencrest Capital Management |
10,126 |
764 |
-9,362 |
-92.46% |
Gradient Investments LLC |
902 |
175 |
-727 |
-80.60% |
Northwest Bancshares Inc. |
57,781 |
13,055 |
-44,726 |
-77.41% |
MCF Advisors LLC |
412 |
97 |
-315 |
-76.46% |
Berkshire Bank |
11,406 |
2,965 |
-8,441 |
-74.00% |
Arcadia Investment Management Corp MI |
6,738 |
1,900 |
-4,838 |
-71.80% |
Cutler Investment Counsel LLC |
12,563 |
3,550 |
-9,013 |
-71.74% |
Traveka Wealth LLC |
7,577 |
2,432 |
-5,145 |
-67.90% |
Tobam |
285 |
93 |
-192 |
-67.37% |
Monticello Wealth Management LLC |
4,735 |
1,966 |
-2,769 |
-58.48% |
OFI Invest Asset Management |
335,659 |
153,647 |
-182,012 |
-54.23% |
Fortis Group Advisors LLC |
64 |
32 |
-32 |
-50.00% |
HB Wealth Management LLC |
56,550 |
31,449 |
-25,101 |
-44.39% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
5,050 |
2,930 |
-2,120 |
-41.98% |
Trust Co |
224 |
136 |
-88 |
-39.29% |
Cedrus LLC |
3,167 |
1,949 |
-1,218 |
-38.46% |
Hexagon Capital Partners LLC |
1,287 |
792 |
-495 |
-38.46% |
Wambolt & Associates LLC |
7,358 |
4,600 |
-2,758 |
-37.48% |
Appleton Partners Inc. MA |
2,995 |
1,876 |
-1,119 |
-37.36% |
Tyche Wealth Partners LLC |
6,353 |
4,138 |
-2,215 |
-34.87% |
Greystone Financial Group LLC |
60,108 |
39,178 |
-20,930 |
-34.82% |
Symmetry Partners LLC |
8,088 |
5,276 |
-2,812 |
-34.77% |
Concord Wealth Partners |
3,090 |
2,017 |
-1,073 |
-34.72% |
Exchange Traded Concepts LLC |
282,715 |
187,284 |
-95,431 |
-33.76% |
Mission Wealth Management LP |
3,529 |
2,339 |
-1,190 |
-33.72% |
Security National Bank |
301 |
200 |
-101 |
-33.55% |
Outfitter Financial LLC |
3,225 |
2,150 |
-1,075 |
-33.33% |
True North Advisors LLC |
3,158 |
2,155 |
-1,003 |
-31.76% |
Richelieu Gestion PLC |
31,020 |
21,195 |
-9,825 |
-31.67% |
First Hawaiian Bank |
3,727 |
2,548 |
-1,179 |
-31.63% |
Foster & Motley Inc. |
3,197 |
2,186 |
-1,011 |
-31.62% |
Wheelhouse Advisory Group LLC |
14,289 |
9,796 |
-4,493 |
-31.44% |
First Financialcorp IN |
1,906 |
1,343 |
-563 |
-29.54% |
Smith Salley & Associates |
35,312 |
25,105 |
-10,207 |
-28.91% |
Boston Common Asset Management LLC |
163,845 |
116,602 |
-47,243 |
-28.83% |
Renaissance Investment Group LLC |
3,268 |
2,350 |
-918 |
-28.09% |
Jmac Enterprises LLC |
4,300 |
3,100 |
-1,200 |
-27.91% |
Stratos Wealth Advisors LLC |
11,587 |
8,374 |
-3,213 |
-27.73% |
Wealth Enhancement Advisory Services LLC |
399,293 |
296,960 |
-102,333 |
-25.63% |
Park Avenue Securities LLC |
29,736 |
22,221 |
-7,515 |
-25.27% |
ZWJ Investment Counsel Inc. |
7,640 |
5,732 |
-1,908 |
-24.97% |
Hennion & Walsh Asset Management Inc. |
9,894 |
7,460 |
-2,434 |
-24.60% |
Sterling Investment Counsel LLC |
3,050 |
2,305 |
-745 |
-24.43% |
AdvisorNet Financial Inc |
2,165 |
1,646 |
-519 |
-23.97% |
Bremer Bank National Association |
5,275 |
4,039 |
-1,236 |
-23.43% |
Benjamin Edwards Inc. |
16,721 |
12,809 |
-3,912 |
-23.40% |
Atlas Brown Inc. |
5,340 |
4,096 |
-1,244 |
-23.30% |
Legacy Private Trust Co. |
19,390 |
14,907 |
-4,483 |
-23.12% |
Blackhawk Capital Partners LLC. |
17,097 |
13,156 |
-3,941 |
-23.05% |
Moody Lynn & Lieberson LLC |
8,683 |
6,683 |
-2,000 |
-23.03% |
KAMES CAPITAL plc |
195,981 |
151,700 |
-44,281 |
-22.59% |
Acropolis Investment Management LLC |
6,730 |
5,291 |
-1,439 |
-21.38% |
Altus Wealth Group LLC |
2,319 |
1,824 |
-495 |
-21.35% |
Mitchell Sinkler & Starr PA |
106,457 |
83,762 |
-22,695 |
-21.32% |
Charles Schwab Trust Co |
2,531 |
2,000 |
-531 |
-20.98% |
Veracity Capital LLC |
7,282 |
5,758 |
-1,524 |
-20.93% |
NorthCrest Asset Manangement LLC |
180,699 |
144,120 |
-36,579 |
-20.24% |
GoalVest Advisory LLC |
180 |
145 |
-35 |
-19.44% |
SeaCrest Wealth Management LLC |
13,242 |
10,683 |
-2,559 |
-19.32% |
Wolff Wiese Magana LLC |
547 |
447 |
-100 |
-18.28% |
Tritonpoint Wealth LLC |
10,888 |
8,976 |
-1,912 |
-17.56% |
Hudson Valley Investment Advisors Inc. ADV |
13,251 |
10,932 |
-2,319 |
-17.50% |
Krane Funds Advisors LLC |
5,586 |
4,621 |
-965 |
-17.28% |
Argus Investors Counsel Inc. |
16,630 |
13,910 |
-2,720 |
-16.36% |
B.O.S.S. Retirement Advisors LLC |
18,099 |
15,270 |
-2,829 |
-15.63% |
Mn Services Vermogensbeheer B.V. |
273,100 |
230,500 |
-42,600 |
-15.60% |
Newbridge Financial Services Group Inc. |
177 |
150 |
-27 |
-15.25% |
Amalgamated Bank |
138,399 |
117,521 |
-20,878 |
-15.09% |
Greenwood Capital Associates LLC |
98,596 |
83,921 |
-14,675 |
-14.88% |
Impax Asset Management Group plc |
108,445 |
92,315 |
-16,130 |
-14.87% |
Tower Bridge Advisors |
7,323 |
6,273 |
-1,050 |
-14.34% |
Cornerstone Capital Inc. |
4,183 |
3,583 |
-600 |
-14.34% |
First Personal Financial Services |
2,549 |
2,191 |
-358 |
-14.04% |
Nicholas Hoffman & Company LLC. |
4,347 |
3,747 |
-600 |
-13.80% |
Clarius Group LLC |
14,130 |
12,213 |
-1,917 |
-13.57% |
First Command Advisory Services Inc. |
762 |
659 |
-103 |
-13.52% |
Nichols & Pratt Advisers LLP MA |
48,662 |
42,087 |
-6,575 |
-13.51% |
TRUE Private Wealth Advisors |
45,855 |
39,673 |
-6,182 |
-13.48% |
Park National Corp OH |
78,336 |
67,807 |
-10,529 |
-13.44% |
Proequities Inc. |
22,893 |
19,866 |
-3,027 |
-13.22% |
Mirae Asset Global Investments Co. Ltd. |
1,829,606 |
1,589,780 |
-239,826 |
-13.11% |
Coastal Investment Advisors Inc. |
2,752 |
2,393 |
-359 |
-13.05% |
BOK Financial Private Wealth Inc. |
19,661 |
17,129 |
-2,532 |
-12.88% |
Sequoia Financial Advisors LLC |
17,039 |
14,900 |
-2,139 |
-12.55% |
Neville Rodie & Shaw Inc. |
71,065 |
62,165 |
-8,900 |
-12.52% |
JJJ Advisors Inc. |
1,220 |
1,069 |
-151 |
-12.38% |
CHICAGO TRUST Co NA |
20,450 |
18,021 |
-2,429 |
-11.88% |
Beese Fulmer Investment Management Inc. |
96,332 |
85,110 |
-11,222 |
-11.65% |
Institute for Wealth Management LLC. |
5,531 |
4,897 |
-634 |
-11.46% |
Lindbrook Capital LLC |
2,206 |
1,959 |
-247 |
-11.20% |
Allworth Financial LP |
20,457 |
18,176 |
-2,281 |
-11.15% |
Osher Van de Voorde Investment Management |
200,892 |
179,295 |
-21,597 |
-10.75% |
Insight Folios Inc |
13,795 |
12,361 |
-1,434 |
-10.40% |
Mendota Financial Group LLC |
745 |
670 |
-75 |
-10.07% |
Northwest Quadrant Wealth Management LLC |
2,397 |
2,157 |
-240 |
-10.01% |
Patriot Financial Group Insurance Agency LLC |
2,600 |
2,341 |
-259 |
-9.96% |
Papp L Roy & Associates |
59,719 |
53,787 |
-5,932 |
-9.93% |
Mayflower Financial Advisors LLC |
2,519 |
2,278 |
-241 |
-9.57% |
Stock Yards Bank & Trust Co. |
32,399 |
29,380 |
-3,019 |
-9.32% |
Syverson Strege & Co |
6,119 |
5,552 |
-567 |
-9.27% |
Peoples Financial Services CORP. |
22,975 |
20,852 |
-2,123 |
-9.24% |
Manning & Napier Group LLC |
191,737 |
174,379 |
-17,358 |
-9.05% |
Zurcher Kantonalbank Zurich Cantonalbank |
396,143 |
360,504 |
-35,639 |
-9.00% |
Creative Financial Designs Inc. ADV |
24,538 |
22,329 |
-2,209 |
-9.00% |
Allspring Global Investments Holdings LLC |
554,352 |
505,143 |
-49,209 |
-8.88% |
Canandaigua National Bank & Trust Co. |
12,269 |
11,181 |
-1,088 |
-8.87% |
Farmers & Merchants Trust Co of Chambersburg PA |
560 |
511 |
-49 |
-8.75% |
Trust Co. of Virginia VA |
3,537 |
3,237 |
-300 |
-8.48% |
Mather Group LLC. |
5,191 |
4,756 |
-435 |
-8.38% |
Harbour Trust & Investment Management Co |
29,093 |
26,675 |
-2,418 |
-8.31% |
Barrett & Company Inc. |
6,956 |
6,380 |
-576 |
-8.28% |
CNB Bank |
98 |
90 |
-8 |
-8.16% |
Baldwin Brothers Inc. MA |
13,889 |
12,780 |
-1,109 |
-7.98% |
Orca Investment Management LLC |
4,204 |
3,879 |
-325 |
-7.73% |
Court Place Advisors LLC |
7,859 |
7,259 |
-600 |
-7.63% |
AlphaQ Advisors LLC |
5,504 |
5,086 |
-418 |
-7.59% |
Lockerman Financial Group Inc. |
2,543 |
2,350 |
-193 |
-7.59% |
Pflug Koory LLC |
13,167 |
12,181 |
-986 |
-7.49% |
Nordea Investment Management AB |
7,447,248 |
6,895,600 |
-551,648 |
-7.41% |
City Holding Co. |
15,685 |
14,535 |
-1,150 |
-7.33% |
New Hampshire Trust |
8,619 |
8,000 |
-619 |
-7.18% |
Wilson & Boucher Capital Management LLC |
5,184 |
4,824 |
-360 |
-6.94% |
Eads & Heald Wealth Management |
23,957 |
22,328 |
-1,629 |
-6.80% |
TrueWealth Advisors LLC |
2,495 |
2,326 |
-169 |
-6.77% |
Securian Asset Management Inc |
36,076 |
33,672 |
-2,404 |
-6.66% |
First Interstate Bank |
30,833 |
28,783 |
-2,050 |
-6.65% |
Telos Capital Management Inc. |
9,207 |
8,596 |
-611 |
-6.64% |
First PREMIER Bank |
30,686 |
28,681 |
-2,005 |
-6.53% |
KRS Capital Management LLC |
5,761 |
5,387 |
-374 |
-6.49% |
Asset Management One Co. Ltd. |
228,299 |
214,069 |
-14,230 |
-6.23% |
PFC Capital Group Inc. |
9,410 |
8,840 |
-570 |
-6.06% |
Clearview Wealth Advisors LLC |
4,192 |
3,939 |
-253 |
-6.04% |
Capital Investment Advisory Services LLC |
7,291 |
6,857 |
-434 |
-5.95% |
WBH Advisory Inc. |
5,028 |
4,730 |
-298 |
-5.93% |
Curbstone Financial Management Corp |
4,232 |
3,982 |
-250 |
-5.91% |
Centennial Wealth Advisory LLC |
4,011 |
3,778 |
-233 |
-5.81% |
ADE LLC |
8,280 |
7,800 |
-480 |
-5.80% |
Gryphon Financial Partners LLC |
6,380 |
6,017 |
-363 |
-5.69% |
Liberty Capital Management Inc. |
5,963 |
5,626 |
-337 |
-5.65% |
DekaBank Deutsche Girozentrale |
3,006,208 |
2,839,498 |
-166,710 |
-5.55% |
First Citizens Bank & Trust Co. |
13,345 |
12,604 |
-741 |
-5.55% |
Carlton Hofferkamp & Jenks Wealth Management LLC |
3,611 |
3,412 |
-199 |
-5.51% |
Hamel Associates Inc. |
11,172 |
10,562 |
-610 |
-5.46% |
Benjamin F. Edwards & Company Inc. |
28,896 |
27,328 |
-1,568 |
-5.43% |
NBT Bank N A NY |
19,264 |
18,220 |
-1,044 |
-5.42% |
Webster Bank N. A. |
2,789 |
2,640 |
-149 |
-5.34% |
Accurate Wealth Management LLC |
3,719 |
3,528 |
-191 |
-5.14% |
New York State Teachers Retirement System |
561,881 |
533,036 |
-28,845 |
-5.13% |
Notis McConarty Edward |
11,740 |
11,140 |
-600 |
-5.11% |
Jacobs & Co. CA |
23,321 |
22,141 |
-1,180 |
-5.06% |
Proffitt & Goodson Inc. |
11,324 |
10,760 |
-564 |
-4.98% |
Northern Oak Wealth Management Inc. |
5,330 |
5,070 |
-260 |
-4.88% |
Red Door Wealth Management LLC |
4,118 |
3,925 |
-193 |
-4.69% |
Thomasville National Bank |
50,425 |
48,080 |
-2,345 |
-4.65% |
WASHINGTON TRUST Co |
7,389 |
7,046 |
-343 |
-4.64% |
Foster Victor Wealth Advisors LLC |
111,826 |
106,645 |
-5,181 |
-4.63% |
Lynch & Associates IN |
82,200 |
78,421 |
-3,779 |
-4.60% |
Boston Trust Walden Corp |
66,552 |
63,534 |
-3,018 |
-4.53% |
Mechanics Bank Trust Department |
15,501 |
14,801 |
-700 |
-4.52% |
Summit Financial LLC |
4,210 |
4,020 |
-190 |
-4.51% |
Meyer Handelman Co. |
124,170 |
118,610 |
-5,560 |
-4.48% |
Apella Capital LLC |
2,712 |
2,591 |
-121 |
-4.46% |
IFM Investors Pty Ltd |
128,832 |
123,137 |
-5,695 |
-4.42% |
GDS Wealth Management |
4,462 |
4,269 |
-193 |
-4.33% |
Buckley Wealth Management LLC |
2,178 |
2,084 |
-94 |
-4.32% |
Wedge Capital Management L L P NC |
130,059 |
124,489 |
-5,570 |
-4.28% |
RSM US Wealth Management LLC |
19,632 |
18,799 |
-833 |
-4.24% |
Janney Capital Management LLC |
109,233 |
104,666 |
-4,567 |
-4.18% |
Patton Albertson Miller Group LLC |
7,666 |
7,351 |
-315 |
-4.11% |
Union Savings Bank |
3,047 |
2,922 |
-125 |
-4.10% |
Massmutual Trust Co. FSB ADV |
67,438 |
64,725 |
-2,713 |
-4.02% |
Nilsine Partners LLC |
2,155 |
2,069 |
-86 |
-3.99% |
Argyle Capital Management Inc. |
35,249 |
33,849 |
-1,400 |
-3.97% |
InTrack Investment Management Inc |
5,779 |
5,554 |
-225 |
-3.89% |
O Brien Greene & Co. Inc |
19,410 |
18,661 |
-749 |
-3.86% |
Royal Fund Management LLC |
39,239 |
37,762 |
-1,477 |
-3.76% |
FinTrust Capital Advisors LLC |
1,495 |
1,439 |
-56 |
-3.75% |
Joel Isaacson & Co. LLC |
6,615 |
6,369 |
-246 |
-3.72% |
Bank of New York Mellon Corp |
5,305,402 |
5,110,012 |
-195,390 |
-3.68% |
Hartford Investment Management Co. |
38,378 |
36,970 |
-1,408 |
-3.67% |
Symphony Financial Ltd. Co. |
2,896 |
2,790 |
-106 |
-3.66% |
Central Bank & Trust Co. |
1,174 |
1,131 |
-43 |
-3.66% |
Moloney Securities Asset Management LLC |
11,582 |
11,159 |
-423 |
-3.65% |
Atlantic Union Bankshares Corp |
12,150 |
11,706 |
-444 |
-3.65% |
Conning Inc. |
4,446 |
4,286 |
-160 |
-3.60% |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
436,554 |
421,110 |
-15,444 |
-3.54% |
Louisiana State Employees Retirement System |
34,500 |
33,300 |
-1,200 |
-3.48% |
Parsons Capital Management Inc. RI |
41,754 |
40,304 |
-1,450 |
-3.47% |
New Mexico Educational Retirement Board |
29,750 |
28,750 |
-1,000 |
-3.36% |
Grimes & Company Inc. |
25,637 |
24,798 |
-839 |
-3.27% |
Cornell Pochily Investment Advisors Inc. |
28,555 |
27,628 |
-927 |
-3.25% |
Stockman Wealth Management Inc. |
8,208 |
7,943 |
-265 |
-3.23% |
Clifford Swan Investment Counsel LLC |
313,337 |
303,465 |
-9,872 |
-3.15% |
Bangor Savings Bank |
12,908 |
12,503 |
-405 |
-3.14% |
Northeast Investment Management |
20,295 |
19,670 |
-625 |
-3.08% |
Buttonwood Financial Advisors Inc. |
24,341 |
23,595 |
-746 |
-3.06% |
Compass Wealth Management LLC |
19,152 |
18,580 |
-572 |
-2.99% |
Murphy Pohlad Asset Management LLC |
42,006 |
40,751 |
-1,255 |
-2.99% |
Coastline Trust Co |
22,791 |
22,122 |
-669 |
-2.94% |
Hanson & Doremus Investment Management |
17,188 |
16,684 |
-504 |
-2.93% |
Grove Bank & Trust |
1,726 |
1,676 |
-50 |
-2.90% |
First Financial Bank Trust Division |
4,457 |
4,328 |
-129 |
-2.89% |
Essex Financial Services Inc. |
10,091 |
9,809 |
-282 |
-2.79% |
Valeo Financial Advisors LLC |
11,773 |
11,446 |
-327 |
-2.78% |
Exchange Bank |
3,604 |
3,504 |
-100 |
-2.77% |
Welch Group LLC |
497,199 |
483,432 |
-13,767 |
-2.77% |
Cantor Fitzgerald Investment Adviser L.P. |
201,087 |
195,598 |
-5,489 |
-2.73% |
Capital Investment Advisors LLC |
23,288 |
22,690 |
-598 |
-2.57% |
Country Club Bank GFN |
73,576 |
71,696 |
-1,880 |
-2.56% |
Triangle Securities Wealth Management |
21,921 |
21,371 |
-550 |
-2.51% |
Trust Co. of Toledo NA OH |
16,781 |
16,362 |
-419 |
-2.50% |
Raymond James Financial Services Advisors Inc. |
491,328 |
479,138 |
-12,190 |
-2.48% |
Fifth Third Bancorp |
568,715 |
554,747 |
-13,968 |
-2.46% |
Keystone Financial Planning Inc. |
5,547 |
5,411 |
-136 |
-2.45% |
MBM Wealth Consultants LLC |
2,962 |
2,890 |
-72 |
-2.43% |
Monarch Capital Management Inc. |
69,036 |
67,384 |
-1,652 |
-2.39% |
Iowa State Bank |
79,641 |
77,763 |
-1,878 |
-2.36% |
Bruce G. Allen Investments LLC |
474 |
463 |
-11 |
-2.32% |
Live Oak Private Wealth LLC |
4,363 |
4,265 |
-98 |
-2.25% |
Hall Laurie J Trustee |
15,725 |
15,375 |
-350 |
-2.23% |
Marks Group Wealth Management Inc |
12,543 |
12,265 |
-278 |
-2.22% |
Exeter Financial LLC |
47,546 |
46,515 |
-1,031 |
-2.17% |
Armstrong Fleming & Moore Inc |
8,787 |
8,602 |
-185 |
-2.11% |
Strategy Asset Managers LLC |
92,412 |
90,473 |
-1,939 |
-2.10% |
Pinnacle Associates Ltd. |
56,860 |
55,673 |
-1,187 |
-2.09% |
Mcdaniel Terry & Co. |
279,955 |
274,238 |
-5,717 |
-2.04% |
Rosenberg Matthew Hamilton |
1,933 |
1,894 |
-39 |
-2.02% |
Palisade Asset Management LLC |
36,997 |
36,252 |
-745 |
-2.01% |
First Merchants Corp |
5,083 |
4,982 |
-101 |
-1.99% |
YHB Investment Advisors Inc. |
5,091 |
4,991 |
-100 |
-1.96% |
LexAurum Advisors LLC |
4,712 |
4,621 |
-91 |
-1.93% |
Mutual of America Capital Management LLC |
76,442 |
74,981 |
-1,461 |
-1.91% |
OneAscent Financial Services LLC |
3,232 |
3,171 |
-61 |
-1.89% |
BLB&B Advisors LLC |
23,462 |
23,019 |
-443 |
-1.89% |
Mcdonald Partners LLC |
13,585 |
13,331 |
-254 |
-1.87% |
Greenfield Savings Bank |
6,883 |
6,756 |
-127 |
-1.85% |
California Public Employees Retirement System |
1,696,755 |
1,666,055 |
-30,700 |
-1.81% |
Fortitude Advisory Group L.L.C. |
5,777 |
5,673 |
-104 |
-1.80% |
CLARET ASSET MANAGEMENT Corp |
6,855 |
6,734 |
-121 |
-1.77% |
Caldwell Sutter Capital Inc. |
967 |
950 |
-17 |
-1.76% |
Virginia Wealth Management Group Inc. |
25,240 |
24,804 |
-436 |
-1.73% |
Channel Wealth LLC |
3,338 |
3,282 |
-56 |
-1.68% |
Valley Brook Capital Group |
5,975 |
5,875 |
-100 |
-1.67% |
Adviser Investments LLC |
33,331 |
32,787 |
-544 |
-1.63% |
Franklin Street Advisors Inc. NC |
111,488 |
109,673 |
-1,815 |
-1.63% |
Weatherly Asset Management L. P. |
3,256 |
3,204 |
-52 |
-1.60% |
Norwood Financial Corp |
3,815 |
3,755 |
-60 |
-1.57% |
Los Angeles Capital Management & Equity Research Inc. |
2,965 |
2,919 |
-46 |
-1.55% |
Comprehensive Financial Consultants Institutional Inc. |
10,555 |
10,392 |
-163 |
-1.54% |
Kanawha Capital Management LLC |
82,905 |
81,642 |
-1,263 |
-1.52% |
Bridge Creek Capital Management LLC |
3,356 |
3,306 |
-50 |
-1.49% |
Carret Asset Management LLC |
27,094 |
26,694 |
-400 |
-1.48% |
Romano Brothers AND Company |
12,465 |
12,280 |
-185 |
-1.48% |
Prestige Wealth Management Group LLC |
903 |
890 |
-13 |
-1.44% |
Montecito Bank & Trust |
11,231 |
11,069 |
-162 |
-1.44% |
Ashton Thomas Private Wealth LLC |
11,432 |
11,269 |
-163 |
-1.43% |
Founders Capital Management |
45,533 |
44,884 |
-649 |
-1.43% |
Duncker Streett & Co. Inc. |
14,001 |
13,803 |
-198 |
-1.41% |
US Asset Management LLC |
2,724 |
2,686 |
-38 |
-1.40% |
G&S Capital LLC |
6,626 |
6,534 |
-92 |
-1.39% |
Procyon Private Wealth Partners LLC |
5,043 |
4,974 |
-69 |
-1.37% |
Guinness Asset Management LTD |
1,766,443 |
1,742,234 |
-24,209 |
-1.37% |
Brave Asset Management Inc. |
7,453 |
7,351 |
-102 |
-1.37% |
NBC Securities Inc. |
16,827 |
16,597 |
-230 |
-1.37% |
Legacy Advisors LLC |
9,896 |
9,764 |
-132 |
-1.33% |
Wynn Capital LLC |
4,558 |
4,498 |
-60 |
-1.32% |
Courier Capital LLC |
17,441 |
17,215 |
-226 |
-1.30% |
First Horizon Advisors Inc. |
198,571 |
196,055 |
-2,516 |
-1.27% |
Main Street Financial Solutions LLC |
8,834 |
8,723 |
-111 |
-1.26% |
Compass Ion Advisors LLC |
3,180 |
3,140 |
-40 |
-1.26% |
Brookstone Capital Management |
12,024 |
11,875 |
-149 |
-1.24% |
WealthBridge Capital Management LLC |
36,663 |
36,221 |
-442 |
-1.21% |
Janney Montgomery Scott LLC |
393,450 |
388,816 |
-4,634 |
-1.18% |
Newman Dignan & Sheerar Inc. |
12,629 |
12,485 |
-144 |
-1.14% |
Adirondack Trust Co. |
5,038 |
4,982 |
-56 |
-1.11% |
Benedict Financial Advisors Inc. |
39,072 |
38,644 |
-428 |
-1.10% |
Woodward Diversified Capital LLC |
22,104 |
21,862 |
-242 |
-1.09% |
Northwest Investment Counselors LLC |
51,733 |
51,174 |
-559 |
-1.08% |
Kornitzer Capital Management Inc. KS |
154,572 |
152,902 |
-1,670 |
-1.08% |
Fortitude Family Office LLC |
3,416 |
3,382 |
-34 |
-1.00% |
Trust Point Inc. |
13,484 |
13,351 |
-133 |
-0.99% |
Whittier Trust Co. of Nevada Inc. |
57,398 |
56,830 |
-568 |
-0.99% |
CENTRAL TRUST Co |
88,329 |
87,452 |
-877 |
-0.99% |
SkyOak Wealth LLC |
26,107 |
25,851 |
-256 |
-0.98% |
Sumitomo Mitsui Trust Holdings Inc. |
1,557,717 |
1,542,838 |
-14,879 |
-0.96% |
Jeppson Wealth Management LLC |
5,332 |
5,282 |
-50 |
-0.94% |
Principle Wealth Partners LLC |
37,224 |
36,879 |
-345 |
-0.93% |
Private Advisor Group LLC |
58,262 |
57,721 |
-541 |
-0.93% |
Twelve Points Wealth Management LLC |
8,106 |
8,034 |
-72 |
-0.89% |
MV Capital Management Inc. |
341 |
338 |
-3 |
-0.88% |
Ramsay Stattman Vela & Price Inc. |
76,651 |
75,990 |
-661 |
-0.86% |
GLOBALT Investments LLC GA |
73,165 |
72,547 |
-618 |
-0.84% |
Chapin Davis Inc. |
17,711 |
17,563 |
-148 |
-0.84% |
Guardian Wealth Advisors LLC |
5,285 |
5,242 |
-43 |
-0.81% |
Arkadios Wealth Advisors |
2,098 |
2,081 |
-17 |
-0.81% |
Benin Management CORP |
3,195 |
3,170 |
-25 |
-0.78% |
TruWealth Advisors LLC |
2,971 |
2,948 |
-23 |
-0.77% |
Sawyer & Company Inc |
22,765 |
22,590 |
-175 |
-0.77% |
Advisors Management Group Inc. ADV |
54,743 |
54,326 |
-417 |
-0.76% |
JFS Wealth Advisors LLC |
2,380 |
2,363 |
-17 |
-0.71% |
Mathes Company Inc. |
24,500 |
24,325 |
-175 |
-0.71% |
Trust Co of Kansas |
59,161 |
58,744 |
-417 |
-0.70% |
Northcape Wealth Management LLC |
35,627 |
35,384 |
-243 |
-0.68% |
Pinnacle Wealth Management Advisory Group LLC |
9,429 |
9,366 |
-63 |
-0.67% |
Ipswich Investment Management Co. Inc. |
24,522 |
24,361 |
-161 |
-0.66% |
First National Bank & Trust Co. of Newtown |
19,340 |
19,220 |
-120 |
-0.62% |
Forbes J M & Co. LLP |
12,098 |
12,023 |
-75 |
-0.62% |
Bordeaux Wealth Advisors LLC |
4,935 |
4,906 |
-29 |
-0.59% |
Forza Wealth Management LLC |
17,260 |
17,160 |
-100 |
-0.58% |
AHL Investment Management Inc. |
27,710 |
27,560 |
-150 |
-0.54% |
Cottonwood Capital Advisors LLC |
5,936 |
5,907 |
-29 |
-0.49% |
Relyea Zuckerberg Hanson LLC |
5,385 |
5,359 |
-26 |
-0.48% |
Successful Portfolios LLC |
2,508 |
2,496 |
-12 |
-0.48% |
Connecticut Wealth Management LLC |
5,383 |
5,358 |
-25 |
-0.46% |
Wsfs Capital Management LLC |
14,763 |
14,697 |
-66 |
-0.45% |
Brown Advisory Inc. |
146,379 |
145,722 |
-657 |
-0.45% |
Chicago Partners Investment Group LLC |
7,803 |
7,769 |
-34 |
-0.44% |
First National Trust Co |
25,630 |
25,518 |
-112 |
-0.44% |
Financial Advisory Service Inc. |
4,049 |
4,034 |
-15 |
-0.37% |
Fulton Bank N.A. |
5,940 |
5,918 |
-22 |
-0.37% |
Fruth Investment Management |
41,580 |
41,430 |
-150 |
-0.36% |
Holistic Planning LLC |
3,061 |
3,051 |
-10 |
-0.33% |
Strategic Advisors LLC |
64,224 |
64,022 |
-202 |
-0.31% |
Addenda Capital Inc. |
65,771 |
65,588 |
-183 |
-0.28% |
Ferguson Wellman Capital Management Inc. |
330,964 |
330,044 |
-920 |
-0.28% |
Goelzer Investment Management Inc. |
7,701 |
7,681 |
-20 |
-0.26% |
Cigna Investments Inc. New |
6,058 |
6,043 |
-15 |
-0.25% |
Pine Haven Investment Counsel Inc |
12,246 |
12,216 |
-30 |
-0.24% |
Inlet Private Wealth LLC |
22,149 |
22,099 |
-50 |
-0.23% |
Financial Counselors Inc. |
220,288 |
219,901 |
-387 |
-0.18% |
CX Institutional |
14,383 |
14,359 |
-24 |
-0.17% |
Folger Nolan Fleming Douglas Capital Management Inc. |
14,205 |
14,181 |
-24 |
-0.17% |
Bull Street Advisors LLC |
18,782 |
18,752 |
-30 |
-0.16% |
Gilbert & Cook Inc. |
4,332 |
4,325 |
-7 |
-0.16% |
Baugh & Associates LLC |
24,308 |
24,277 |
-31 |
-0.13% |
Azzad Asset Management Inc. ADV |
54,482 |
54,416 |
-66 |
-0.12% |
Yousif Capital Management LLC |
161,196 |
161,071 |
-125 |
-0.08% |
Hengehold Capital Management LLC |
60,401 |
60,350 |
-51 |
-0.08% |
Verdence Capital Advisors LLC |
13,353 |
13,343 |
-10 |
-0.07% |
Nisa Investment Advisors LLC |
198,415 |
198,277 |
-138 |
-0.07% |
Quent Capital LLC |
1,757 |
1,756 |
-1 |
-0.06% |
Alpha Omega Wealth Management LLC |
11,614 |
11,607 |
-7 |
-0.06% |
Pathway Financial Advisors LLC |
5,742 |
5,739 |
-3 |
-0.05% |
Sentry LLC |
4,730 |
4,728 |
-2 |
-0.04% |
Absher Wealth Management LLC |
279,938 |
279,865 |
-73 |
-0.03% |
JGP Wealth Management LLC |
3,955 |
3,954 |
-1 |
-0.03% |
13F Filers Exiting EMR |
Ables Iannone Moore & Associates Inc. |
153 |
0 |
-153 |
-100.00% |
Turtle Creek Wealth Advisors LLC |
1,000 |
0 |
-1,000 |
-100.00% |
Arlington Trust Co LLC |
27 |
0 |
-27 |
-100.00% |
Consolidated Portfolio Review Corp |
3,636 |
0 |
-3,636 |
-100.00% |
Eaton Financial Holdings Company LLC |
6,078 |
0 |
-6,078 |
-100.00% |
Oak Hill Wealth Advisors LLC |
5,951 |
0 |
-5,951 |
-100.00% |
Granite Bay Wealth Management LLC |
3,591 |
0 |
-3,591 |
-100.00% |
Morton Brown Family Wealth LLC |
400 |
0 |
-400 |
-100.00% |
Congress Wealth Management LLC DE |
3,470 |
0 |
-3,470 |
-100.00% |
Peterson Financial Group Inc. |
5,059 |
0 |
-5,059 |
-100.00% |
Whalen Wealth Management Inc. |
6,420 |
0 |
-6,420 |
-100.00% |
OneAscent Wealth Management LLC |
2,615 |
0 |
-2,615 |
-100.00% |
TKG Advisors LLC |
2,224 |
0 |
-2,224 |
-100.00% |
Planned Solutions Inc. |
23 |
0 |
-23 |
-100.00% |
Tennessee Valley Asset Management Partners |
358 |
0 |
-358 |
-100.00% |
Caas Capital Management LP |
1,500 |
0 |
-1,500 |
-100.00% |
CWS Financial Advisors LLC |
2,495 |
0 |
-2,495 |
-100.00% |
Monte Financial Group LLC |
2,917 |
0 |
-2,917 |
-100.00% |
Well Done LLC |
2,080 |
0 |
-2,080 |
-100.00% |
Blue Chip Partners Inc. |
2,801 |
0 |
-2,801 |
-100.00% |
Carlson Capital Management |
3,392 |
0 |
-3,392 |
-100.00% |
Verity & Verity LLC |
3,357 |
0 |
-3,357 |
-100.00% |
Perkins Coie Trust Co |
950 |
0 |
-950 |
-100.00% |
Atlas Capital Advisors LLC |
5,800 |
0 |
-5,800 |
-100.00% |
Lincoln Capital Corp |
27,149 |
0 |
-27,149 |
-100.00% |
See Summary: Institutional Holders of EMR
See Details: Top 10 Hedge Funds Holding EMR
Also See: EMR Insider Buying
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