Holdings Channel
EMR Holdings Changes image
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).
Filer12/31/2023
 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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