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This page summarizes the F 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 F 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 F Share Count |
Annapolis Financial Services LLC |
1 |
130 |
+129 |
+12900.00% |
Financial Synergies Wealth Advisors Inc. |
97 |
2,035 |
+1,938 |
+1997.94% |
Steel Peak Wealth Management LLC |
38,390 |
695,347 |
+656,957 |
+1711.27% |
Brookstone Capital Management |
58,804 |
924,325 |
+865,521 |
+1471.87% |
Exchange Traded Concepts LLC |
740 |
8,340 |
+7,600 |
+1027.03% |
Annex Advisory Services LLC |
28,066 |
273,132 |
+245,066 |
+873.18% |
PFG Investments LLC |
27,864 |
248,320 |
+220,456 |
+791.19% |
Whittier Trust Co. |
655 |
5,655 |
+5,000 |
+763.36% |
Your Advocates Ltd. LLP |
228 |
1,728 |
+1,500 |
+657.89% |
Lloyd Advisory Services LLC. |
14,601 |
82,095 |
+67,494 |
+462.26% |
GoalVest Advisory LLC |
320 |
1,498 |
+1,178 |
+368.12% |
Banque Cantonale Vaudoise |
18,008 |
82,601 |
+64,593 |
+358.69% |
Founders Financial Securities LLC |
17,041 |
67,684 |
+50,643 |
+297.18% |
Arbor Wealth Advisors LLC |
70,020 |
238,528 |
+168,508 |
+240.66% |
Pinnacle Bank |
400 |
1,224 |
+824 |
+206.00% |
Sigma Planning Corp |
138,137 |
400,375 |
+262,238 |
+189.84% |
Salomon & Ludwin LLC |
1,944 |
5,354 |
+3,410 |
+175.41% |
ERn Financial LLC |
22,429 |
57,875 |
+35,446 |
+158.04% |
Diversified Trust Co |
49,517 |
125,644 |
+76,127 |
+153.74% |
Sovereign Financial Group Inc. |
14,130 |
35,182 |
+21,052 |
+148.99% |
Robeco Institutional Asset Management B.V. |
1,578,751 |
3,852,924 |
+2,274,173 |
+144.05% |
Valued Wealth Advisors LLC |
452 |
1,088 |
+636 |
+140.71% |
Cary Street Partners Investment Advisory LLC |
45,973 |
109,478 |
+63,505 |
+138.14% |
Wiley BROS. Aintree Capital LLC |
14,094 |
33,552 |
+19,458 |
+138.06% |
Delta Financial Group Inc. |
18,361 |
43,587 |
+25,226 |
+137.39% |
CAPROCK Group Inc. |
16,296 |
38,364 |
+22,068 |
+135.42% |
V Square Quantitative Management LLC |
15,762 |
31,531 |
+15,769 |
+100.04% |
Ballentine Partners LLC |
10,648 |
20,300 |
+9,652 |
+90.65% |
Sound Income Strategies LLC |
19,603 |
36,650 |
+17,047 |
+86.96% |
Sage Mountain Advisors LLC |
11,435 |
20,717 |
+9,282 |
+81.17% |
Assenagon Asset Management S.A. |
2,175,572 |
3,781,402 |
+1,605,830 |
+73.81% |
Bruce G. Allen Investments LLC |
1,397 |
2,395 |
+998 |
+71.44% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
42,692 |
72,967 |
+30,275 |
+70.91% |
Investment House LLC |
15,000 |
25,250 |
+10,250 |
+68.33% |
Cranbrook Wealth Management LLC |
3,981 |
6,481 |
+2,500 |
+62.80% |
Total Clarity Wealth Management Inc. |
51,591 |
82,070 |
+30,479 |
+59.08% |
Carolina Wealth Advisors LLC |
51,105 |
80,441 |
+29,336 |
+57.40% |
HB Wealth Management LLC |
30,305 |
47,238 |
+16,933 |
+55.88% |
Pallas Capital Advisors LLC |
18,965 |
29,004 |
+10,039 |
+52.93% |
Park Place Capital Corp |
466 |
696 |
+230 |
+49.36% |
Saxon Interests Inc. |
14,632 |
21,795 |
+7,163 |
+48.95% |
Allen Mooney & Barnes Investment Advisors LLC |
10,946 |
15,967 |
+5,021 |
+45.87% |
Drexel Morgan & Co. |
1,100,000 |
1,600,000 |
+500,000 |
+45.45% |
Mirae Asset Global Investments Co. Ltd. |
2,277,386 |
3,311,251 |
+1,033,865 |
+45.40% |
Perigon Wealth Management LLC |
29,573 |
42,865 |
+13,292 |
+44.95% |
Fairman Group LLC |
2,581 |
3,688 |
+1,107 |
+42.89% |
Rakuten Securities Inc. |
4,436 |
6,213 |
+1,777 |
+40.06% |
Wetzel Investment Advisors Inc. |
3,291 |
4,591 |
+1,300 |
+39.50% |
Strategic Financial Concepts LLC |
17,227 |
23,690 |
+6,463 |
+37.52% |
JNB Advisors LLC |
11,201 |
15,325 |
+4,124 |
+36.82% |
Keel Point LLC |
13,789 |
18,836 |
+5,047 |
+36.60% |
MV Capital Management Inc. |
1,992 |
2,720 |
+728 |
+36.55% |
Capital Advisors Ltd. LLC |
121 |
165 |
+44 |
+36.36% |
CWM LLC |
150,552 |
204,036 |
+53,484 |
+35.53% |
BEAM Asset Management LLC |
12,143 |
16,345 |
+4,202 |
+34.60% |
Wedmont Private Capital |
12,869 |
17,124 |
+4,255 |
+33.06% |
Hexagon Capital Partners LLC |
23,071 |
30,421 |
+7,350 |
+31.86% |
Mainstay Capital Management LLC ADV |
64,470 |
84,780 |
+20,310 |
+31.50% |
Lindbrook Capital LLC |
11,891 |
15,476 |
+3,585 |
+30.15% |
Prosperity Consulting Group LLC |
52,044 |
67,479 |
+15,435 |
+29.66% |
First Horizon Advisors Inc. |
7,418 |
9,600 |
+2,182 |
+29.41% |
Patriot Financial Group Insurance Agency LLC |
30,781 |
39,803 |
+9,022 |
+29.31% |
Venturi Wealth Management LLC |
1,832 |
2,363 |
+531 |
+28.98% |
Waycross Investment Management Co |
56,219 |
71,607 |
+15,388 |
+27.37% |
Veriti Management LLC |
70,659 |
89,915 |
+19,256 |
+27.25% |
Smith Chas P & Associates PA Cpas |
12,413 |
15,639 |
+3,226 |
+25.99% |
Global Wealth Strategies & Associates |
51 |
64 |
+13 |
+25.49% |
Calton & Associates Inc. |
32,222 |
40,155 |
+7,933 |
+24.62% |
Summit Trail Advisors LLC |
18,882 |
23,497 |
+4,615 |
+24.44% |
Checchi Capital Advisers LLC |
32,972 |
40,252 |
+7,280 |
+22.08% |
Parkside Financial Bank & Trust |
8,928 |
10,764 |
+1,836 |
+20.56% |
Inscription Capital LLC |
20,791 |
25,059 |
+4,268 |
+20.53% |
Catalyst Financial Partners LLC |
11,355 |
13,660 |
+2,305 |
+20.30% |
Sterling Investment Counsel LLC |
13,210 |
15,800 |
+2,590 |
+19.61% |
Xcel Wealth Management LLC |
525,011 |
625,513 |
+100,502 |
+19.14% |
Sutton Place Investors LLC |
22,833 |
27,171 |
+4,338 |
+19.00% |
Abundance Wealth Counselors |
100,987 |
119,551 |
+18,564 |
+18.38% |
Hodges Capital Management Inc. |
80,750 |
95,500 |
+14,750 |
+18.27% |
Eaton Financial Holdings Company LLC |
23,479 |
27,691 |
+4,212 |
+17.94% |
Summit Financial LLC |
27,536 |
32,200 |
+4,664 |
+16.94% |
Regatta Capital Group LLC |
12,182 |
14,197 |
+2,015 |
+16.54% |
Dakota Wealth Management |
18,583 |
21,630 |
+3,047 |
+16.40% |
Greenleaf Trust |
70,772 |
81,898 |
+11,126 |
+15.72% |
Resonant Capital Advisors LLC |
11,342 |
13,073 |
+1,731 |
+15.26% |
180 Wealth Advisors LLC |
44,380 |
51,147 |
+6,767 |
+15.25% |
Bellevue Asset Management LLC |
822 |
947 |
+125 |
+15.21% |
Alaska Permanent Fund Corp |
177,582 |
203,270 |
+25,688 |
+14.47% |
Massmutual Trust Co. FSB ADV |
196,803 |
225,083 |
+28,280 |
+14.37% |
Financial Management Professionals Inc. |
703 |
801 |
+98 |
+13.94% |
GPS Wealth Strategies Group LLC |
101,631 |
115,464 |
+13,833 |
+13.61% |
Register Financial Advisors LLC |
11,006 |
12,491 |
+1,485 |
+13.49% |
Spire Wealth Management |
24,235 |
27,487 |
+3,252 |
+13.42% |
Chicago Partners Investment Group LLC |
14,088 |
15,963 |
+1,875 |
+13.31% |
Austin Private Wealth LLC |
15,369 |
17,351 |
+1,982 |
+12.90% |
DekaBank Deutsche Girozentrale |
884,048 |
995,711 |
+111,663 |
+12.63% |
Claro Advisors LLC |
13,060 |
14,686 |
+1,626 |
+12.45% |
CX Institutional |
33,235 |
37,241 |
+4,006 |
+12.05% |
JJJ Advisors Inc. |
721 |
807 |
+86 |
+11.93% |
Signal Advisors Wealth LLC |
66,183 |
74,016 |
+7,833 |
+11.84% |
Essex Financial Services Inc. |
29,221 |
32,605 |
+3,384 |
+11.58% |
Kingswood Wealth Advisors LLC |
56,806 |
63,028 |
+6,222 |
+10.95% |
Tokio Marine Asset Management Co. Ltd. |
94,382 |
104,603 |
+10,221 |
+10.83% |
TAP Consulting LLC |
30,985 |
34,323 |
+3,338 |
+10.77% |
First PREMIER Bank |
12,581 |
13,931 |
+1,350 |
+10.73% |
Hengehold Capital Management LLC |
10,027 |
11,100 |
+1,073 |
+10.70% |
Main Street Financial Solutions LLC |
34,132 |
37,701 |
+3,569 |
+10.46% |
GAMMA Investing LLC |
11,987 |
13,227 |
+1,240 |
+10.34% |
Rosenberg Matthew Hamilton |
6,277 |
6,924 |
+647 |
+10.31% |
Macroview Investment Management LLC |
1,779 |
1,954 |
+175 |
+9.84% |
Proficio Capital Partners LLC |
19,546 |
21,463 |
+1,917 |
+9.81% |
McGlone Suttner Wealth Management Inc. |
20,431 |
22,434 |
+2,003 |
+9.80% |
Natixis Advisors L.P. |
839,080 |
921,088 |
+82,008 |
+9.77% |
Park Avenue Securities LLC |
142,354 |
155,951 |
+13,597 |
+9.55% |
Shepherd Financial Partners LLC |
14,789 |
16,177 |
+1,388 |
+9.39% |
Parcion Private Wealth LLC |
11,638 |
12,704 |
+1,066 |
+9.16% |
L.M. Kohn & Company |
21,958 |
23,950 |
+1,992 |
+9.07% |
Key Client Fiduciary Advisors LLC |
26,186 |
28,530 |
+2,344 |
+8.95% |
Canvas Wealth Advisors LLC |
11,446 |
12,431 |
+985 |
+8.61% |
Polianta Ltd |
84,800 |
92,000 |
+7,200 |
+8.49% |
Global Retirement Partners LLC |
61,672 |
66,902 |
+5,230 |
+8.48% |
HF Advisory Group LLC |
26,153 |
28,353 |
+2,200 |
+8.41% |
Montecito Bank & Trust |
25,600 |
27,740 |
+2,140 |
+8.36% |
Sumitomo Mitsui DS Asset Management Company Ltd |
360,361 |
390,380 |
+30,019 |
+8.33% |
Woodward Diversified Capital LLC |
37,148 |
40,235 |
+3,087 |
+8.31% |
Mutual Advisors LLC |
74,097 |
79,971 |
+5,874 |
+7.93% |
Fifth Third Bancorp |
260,402 |
280,209 |
+19,807 |
+7.61% |
Gryphon Financial Partners LLC |
26,116 |
28,017 |
+1,901 |
+7.28% |
Cedrus LLC |
17,355 |
18,596 |
+1,241 |
+7.15% |
NBT Bank N A NY |
2,805 |
3,005 |
+200 |
+7.13% |
Next Level Private LLC |
134,787 |
144,333 |
+9,546 |
+7.08% |
BNP Paribas Arbitrage SA |
2,174,992 |
2,325,659 |
+150,667 |
+6.93% |
Future Financial Wealth Managment LLC |
32,125 |
34,228 |
+2,103 |
+6.55% |
Hennessy Advisors Inc. |
418,600 |
445,800 |
+27,200 |
+6.50% |
Summit Financial Wealth Advisors LLC |
18,133 |
19,303 |
+1,170 |
+6.45% |
Moloney Securities Asset Management LLC |
22,549 |
23,987 |
+1,438 |
+6.38% |
Nordea Investment Management AB |
276,238 |
293,518 |
+17,280 |
+6.26% |
Financial Partners Group LLC |
86,024 |
91,313 |
+5,289 |
+6.15% |
Argyle Capital Management Inc. |
98,067 |
104,067 |
+6,000 |
+6.12% |
Financial Counselors Inc. |
756,230 |
801,394 |
+45,164 |
+5.97% |
SignalPoint Asset Management LLC |
15,894 |
16,805 |
+911 |
+5.73% |
Welch Group LLC |
16,857 |
17,754 |
+897 |
+5.32% |
Exchange Capital Management Inc. |
13,879 |
14,610 |
+731 |
+5.27% |
Segment Wealth Management LLC |
10,225 |
10,752 |
+527 |
+5.15% |
Harbor Investment Advisory LLC |
2,393 |
2,509 |
+116 |
+4.85% |
Creative Financial Designs Inc. ADV |
20,414 |
21,324 |
+910 |
+4.46% |
Kennedy Investment Group |
44,114 |
45,989 |
+1,875 |
+4.25% |
Accurate Wealth Management LLC |
34,726 |
36,199 |
+1,473 |
+4.24% |
Madison Wealth Partners Inc |
29,356 |
30,519 |
+1,163 |
+3.96% |
American Financial Advisors LLC |
11,996 |
12,465 |
+469 |
+3.91% |
GHP Investment Advisors Inc. |
9,758 |
10,139 |
+381 |
+3.90% |
Regent Peak Wealth Advisors LLC |
20,006 |
20,773 |
+767 |
+3.83% |
Stock Yards Bank & Trust Co. |
61,182 |
63,490 |
+2,308 |
+3.77% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
706,460 |
733,060 |
+26,600 |
+3.77% |
Principle Wealth Partners LLC |
18,004 |
18,672 |
+668 |
+3.71% |
Proequities Inc. |
142,179 |
147,436 |
+5,257 |
+3.70% |
Drive Wealth Management LLC |
11,537 |
11,950 |
+413 |
+3.58% |
Root Financial Partners LLC |
13,406 |
13,886 |
+480 |
+3.58% |
Indiana Trust & Investment Management CO |
13,700 |
14,185 |
+485 |
+3.54% |
TL Private Wealth |
11,071 |
11,450 |
+379 |
+3.42% |
CKW Financial Group |
10,295 |
10,643 |
+348 |
+3.38% |
Empower Advisory Group LLC |
21,916 |
22,654 |
+738 |
+3.37% |
waypoint wealth counsel |
14,831 |
15,330 |
+499 |
+3.36% |
First Dallas Securities Inc. |
23,836 |
24,630 |
+794 |
+3.33% |
New York State Teachers Retirement System |
4,114,394 |
4,240,473 |
+126,079 |
+3.06% |
Salem Investment Counselors Inc. |
16,423 |
16,923 |
+500 |
+3.04% |
TFC Financial Management |
3,032 |
3,122 |
+90 |
+2.97% |
Clear Investment Research LLC |
622 |
640 |
+18 |
+2.89% |
Winthrop Advisory Group LLC |
16,148 |
16,612 |
+464 |
+2.87% |
Centennial Wealth Advisory LLC |
46,117 |
47,382 |
+1,265 |
+2.74% |
Turtle Creek Wealth Advisors LLC |
20,438 |
20,998 |
+560 |
+2.74% |
Planning Alternatives Ltd. ADV |
39,451 |
40,514 |
+1,063 |
+2.69% |
Silicon Valley Capital Partners |
520 |
534 |
+14 |
+2.69% |
Stockman Wealth Management Inc. |
614,389 |
630,510 |
+16,121 |
+2.62% |
Financial Freedom LLC |
1,811 |
1,858 |
+47 |
+2.60% |
Pinnacle Associates Ltd. |
31,710 |
32,527 |
+817 |
+2.58% |
Total Wealth Planning LLC |
20,789 |
21,325 |
+536 |
+2.58% |
CORDA Investment Management LLC. |
1,104,192 |
1,131,220 |
+27,028 |
+2.45% |
JFS Wealth Advisors LLC |
69,219 |
70,902 |
+1,683 |
+2.43% |
Gleason Group Inc. |
16,449 |
16,815 |
+366 |
+2.23% |
Iron Financial LLC |
23,017 |
23,520 |
+503 |
+2.19% |
Lineweaver Wealth Advisors LLC |
25,867 |
26,429 |
+562 |
+2.17% |
MTM Investment Management LLC |
10,585 |
10,813 |
+228 |
+2.15% |
Arbor Investment Advisors LLC |
23,143 |
23,628 |
+485 |
+2.10% |
Zurcher Kantonalbank Zurich Cantonalbank |
704,895 |
719,645 |
+14,750 |
+2.09% |
Flynn Zito Capital Management LLC |
20,533 |
20,946 |
+413 |
+2.01% |
WFA Asset Management Corp |
25,304 |
25,807 |
+503 |
+1.99% |
626 Financial LLC |
19,377 |
19,756 |
+379 |
+1.96% |
Ausdal Financial Partners Inc. |
25,638 |
26,138 |
+500 |
+1.95% |
Wealthfront Advisers LLC |
390,933 |
398,455 |
+7,522 |
+1.92% |
Coastal Investment Advisors Inc. |
55,499 |
56,556 |
+1,057 |
+1.90% |
Gateway Investment Advisers LLC |
1,519,594 |
1,547,008 |
+27,414 |
+1.80% |
KMG Fiduciary Partners LLC |
227,499 |
231,578 |
+4,079 |
+1.79% |
Legacy Wealth Asset Management LLC |
48,080 |
48,916 |
+836 |
+1.74% |
New Hampshire Trust |
104,190 |
105,917 |
+1,727 |
+1.66% |
Lodestar Private Asset Management LLC |
27,035 |
27,463 |
+428 |
+1.58% |
Flagship Harbor Advisors LLC |
51,752 |
52,505 |
+753 |
+1.46% |
Trust Point Inc. |
29,278 |
29,703 |
+425 |
+1.45% |
New England Capital Financial Advisors LLC |
1,677 |
1,701 |
+24 |
+1.43% |
MPS Loria Financial Planners LLC |
21,926 |
22,238 |
+312 |
+1.42% |
Blue Chip Partners Inc. |
49,126 |
49,821 |
+695 |
+1.41% |
E&G Advisors LP |
19,856 |
20,134 |
+278 |
+1.40% |
ZRC Wealth Management LLC |
397 |
402 |
+5 |
+1.26% |
Lantz Financial LLC |
11,457 |
11,595 |
+138 |
+1.20% |
Lbmc Investment Advisors LLC |
13,138 |
13,294 |
+156 |
+1.19% |
Greenhouse Wealth Management LLC |
24,580 |
24,867 |
+287 |
+1.17% |
Rise Advisors LLC |
1,010 |
1,021 |
+11 |
+1.09% |
Bogart Wealth LLC |
4,420 |
4,466 |
+46 |
+1.04% |
UMB Bank N A MO |
15,838 |
15,974 |
+136 |
+0.86% |
DHJJ Financial Advisors Ltd. |
1,521 |
1,534 |
+13 |
+0.85% |
SOA Wealth Advisors LLC. |
1,624 |
1,637 |
+13 |
+0.80% |
Edmonds Duncan Registered Investment Advisors LLC |
61,974 |
62,416 |
+442 |
+0.71% |
Barry Investment Advisors LLC |
12,511 |
12,592 |
+81 |
+0.65% |
WBH Advisory Inc. |
11,829 |
11,902 |
+73 |
+0.62% |
Gulf International Bank UK Ltd |
322,664 |
324,593 |
+1,929 |
+0.60% |
SJS Investment Consulting Inc. |
2,636 |
2,651 |
+15 |
+0.57% |
Sumitomo Mitsui Trust Holdings Inc. |
9,324,812 |
9,375,847 |
+51,035 |
+0.55% |
Dynamic Advisor Solutions LLC |
112,849 |
113,472 |
+623 |
+0.55% |
Delta Capital Management LLC |
177,710 |
178,510 |
+800 |
+0.45% |
Manchester Financial Inc. |
29,206 |
29,326 |
+120 |
+0.41% |
Barrett & Company Inc. |
5,399 |
5,421 |
+22 |
+0.41% |
WoodTrust Financial Corp |
22,304 |
22,395 |
+91 |
+0.41% |
Mendota Financial Group LLC |
547 |
549 |
+2 |
+0.37% |
W Advisors LLC |
11,966 |
12,007 |
+41 |
+0.34% |
Atlas Brown Inc. |
83,124 |
83,399 |
+275 |
+0.33% |
PSI Advisors LLC |
2,446 |
2,454 |
+8 |
+0.33% |
Redmont Wealth Advisors LLC |
48,332 |
48,491 |
+159 |
+0.33% |
Swisher Financial Concepts Inc. |
10,172 |
10,205 |
+33 |
+0.32% |
Baldwin Brothers Inc. MA |
1,359 |
1,363 |
+4 |
+0.29% |
Global Trust Asset Management LLC |
1,486 |
1,490 |
+4 |
+0.27% |
Silverlake Wealth Management LLC |
39,584 |
39,681 |
+97 |
+0.25% |
Bourgeon Capital Management LLC |
10,000 |
10,024 |
+24 |
+0.24% |
AustralianSuper Pty Ltd |
1,488,483 |
1,491,916 |
+3,433 |
+0.23% |
Aspire Private Capital LLC |
2,205 |
2,210 |
+5 |
+0.23% |
HighMark Wealth Management LLC |
3,466 |
3,474 |
+8 |
+0.23% |
Cedar Brook Financial Partners LLC |
26,335 |
26,392 |
+57 |
+0.22% |
Coston McIsaac & Partners |
1,125 |
1,127 |
+2 |
+0.18% |
Institute for Wealth Management LLC. |
61,029 |
61,133 |
+104 |
+0.17% |
Financial Advisory Service Inc. |
41,360 |
41,428 |
+68 |
+0.16% |
MONECO Advisors LLC |
49,134 |
49,211 |
+77 |
+0.16% |
AM Investment Strategies LLC |
11,012 |
11,028 |
+16 |
+0.15% |
Mayflower Financial Advisors LLC |
58,914 |
58,994 |
+80 |
+0.14% |
Powell Investment Advisors LLC |
34,813 |
34,857 |
+44 |
+0.13% |
Procyon Private Wealth Partners LLC |
20,185 |
20,210 |
+25 |
+0.12% |
TNF LLC |
14,504 |
14,521 |
+17 |
+0.12% |
Sweet Financial Partners LLC |
12,838 |
12,851 |
+13 |
+0.10% |
Prairie Sky Financial Group LLC |
12,240 |
12,250 |
+10 |
+0.08% |
Moisand Fitzgerald Tamayo LLC |
1,425 |
1,426 |
+1 |
+0.07% |
REDW Wealth LLC |
10,650 |
10,657 |
+7 |
+0.07% |
Cypress Wealth Services LLC |
55,542 |
55,574 |
+32 |
+0.06% |
Ridgecrest Wealth Partners LLC |
25,396 |
25,411 |
+15 |
+0.06% |
Zullo Investment Group Inc. |
12,883 |
12,889 |
+6 |
+0.05% |
Grunden Financial Advisory Inc. |
22,667 |
22,678 |
+11 |
+0.05% |
Heritage Investors Management Corp |
44,957 |
44,974 |
+17 |
+0.04% |
Blue Bell Private Wealth Management LLC |
6,700 |
6,703 |
+3 |
+0.04% |
S.A. Mason LLC |
17,714 |
17,721 |
+7 |
+0.04% |
Purus Wealth Management LLC |
27,080 |
27,092 |
+12 |
+0.04% |
Carret Asset Management LLC |
41,938 |
41,945 |
+7 |
+0.02% |
Clarius Group LLC |
20,539 |
20,544 |
+5 |
+0.02% |
Principal Financial Group Inc. |
4,294,412 |
4,294,977 |
+565 |
+0.01% |
Cravens & Co Advisors LLC |
19,503 |
19,505 |
+2 |
+0.01% |
13F Filers Reporting New Positions In F |
MJP Associates Inc. ADV |
0 |
11,029 |
+11,029 |
+100% |
First Hawaiian Bank |
0 |
50,542 |
+50,542 |
+100% |
PDS Planning Inc |
0 |
11,656 |
+11,656 |
+100% |
Pittenger & Anderson Inc. |
0 |
1,436 |
+1,436 |
+100% |
Sanders Morris Harris LLC |
0 |
34,816 |
+34,816 |
+100% |
Northeast Investment Management |
0 |
14,805 |
+14,805 |
+100% |
First Citizens Bank & Trust Co. |
0 |
12,881 |
+12,881 |
+100% |
Northwest Investment Counselors LLC |
0 |
1,391 |
+1,391 |
+100% |
YHB Investment Advisors Inc. |
0 |
3,276 |
+3,276 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
70,983 |
+70,983 |
+100% |
Mather Group LLC. |
0 |
6,154 |
+6,154 |
+100% |
Court Place Advisors LLC |
0 |
14,259 |
+14,259 |
+100% |
Miracle Mile Advisors LLC |
0 |
10,500 |
+10,500 |
+100% |
Riverview Trust Co |
0 |
3,842 |
+3,842 |
+100% |
Pinnacle Wealth Management Advisory Group LLC |
0 |
11,621 |
+11,621 |
+100% |
Mn Services Vermogensbeheer B.V. |
0 |
1,589,700 |
+1,589,700 |
+100% |
Horizon Financial Services LLC |
0 |
1,000 |
+1,000 |
+100% |
SpiderRock Advisors LLC |
0 |
20,666 |
+20,666 |
+100% |
Patriot Investment Management Inc. |
0 |
10,528 |
+10,528 |
+100% |
Cornerstone Wealth Group LLC |
0 |
11,291 |
+11,291 |
+100% |
Private Capital Management LLC |
0 |
12,788 |
+12,788 |
+100% |
Arbor Trust Wealth Advisors LLC |
0 |
10,578 |
+10,578 |
+100% |
LifeSteps Financial Inc. |
0 |
9,629 |
+9,629 |
+100% |
RMR Wealth Builders |
0 |
10,431 |
+10,431 |
+100% |
Legacy Financial Group LLC |
0 |
18,504 |
+18,504 |
+100% |
West Financial Advisors LLC |
0 |
728 |
+728 |
+100% |
Greystone Financial Group LLC |
0 |
404,309 |
+404,309 |
+100% |
Kowal Investment Group LLC |
0 |
14,376 |
+14,376 |
+100% |
Eudaimonia Advisors LLC |
0 |
15,088 |
+15,088 |
+100% |
Eagle Strategies LLC |
0 |
24,924 |
+24,924 |
+100% |
Confluence Wealth Services Inc. |
0 |
13,161 |
+13,161 |
+100% |
Simplicity Wealth LLC |
0 |
83,906 |
+83,906 |
+100% |
Bill Few Associates Inc. |
0 |
10,078 |
+10,078 |
+100% |
DecisionPoint Financial LLC |
0 |
1 |
+1 |
+100% |
Global Assets Advisory LLC |
0 |
55,336 |
+55,336 |
+100% |
EnRich Financial Partners LLC |
0 |
4 |
+4 |
+100% |
Fidelis Capital Partners LLC |
0 |
7,240 |
+7,240 |
+100% |
Norden Group LLC |
0 |
19,225 |
+19,225 |
+100% |
Gilliland Jeter Wealth Management LLC |
0 |
2,341 |
+2,341 |
+100% |
Focus Financial Network Inc. |
0 |
102,676 |
+102,676 |
+100% |
nVerses Capital LLC |
0 |
800 |
+800 |
+100% |
Executive Wealth Group LLC |
0 |
14,506 |
+14,506 |
+100% |
Foguth Wealth Management LLC. |
0 |
23,798 |
+23,798 |
+100% |
Glass Wealth Management Co LLC |
0 |
94,029 |
+94,029 |
+100% |
Central Pacific Bank Trust Division |
0 |
3,476 |
+3,476 |
+100% |
Diversify Advisory Services LLC |
0 |
56,318 |
+56,318 |
+100% |
13F Filers With Unchanged Share Count |
Cigna Investments Inc. New |
41,574 |
41,574 |
UNCH |
0.00% |
OLD National Bancorp IN |
32,786 |
32,786 |
UNCH |
0.00% |
City Holding Co. |
2,090 |
2,090 |
UNCH |
0.00% |
First National Bank |
16,955 |
16,955 |
UNCH |
0.00% |
Mount Vernon Associates Inc. MD |
20,750 |
20,750 |
UNCH |
0.00% |
Bank Hapoalim BM |
12,248 |
12,248 |
UNCH |
0.00% |
Everett Harris & Co. CA |
13,725 |
13,725 |
UNCH |
0.00% |
Norwood Financial Corp |
5,100 |
5,100 |
UNCH |
0.00% |
Courier Capital LLC |
23,544 |
23,544 |
UNCH |
0.00% |
Clifford Swan Investment Counsel LLC |
17,289 |
17,289 |
UNCH |
0.00% |
Adirondack Trust Co. |
3,300 |
3,300 |
UNCH |
0.00% |
Albion Financial Group UT |
2,800 |
2,800 |
UNCH |
0.00% |
Pinnacle Financial Partners Inc. |
14,720 |
14,720 |
UNCH |
0.00% |
Boyd Watterson Asset Management LLC OH |
2,657 |
2,657 |
UNCH |
0.00% |
Proffitt & Goodson Inc. |
710 |
710 |
UNCH |
0.00% |
First Community Trust NA |
2,643 |
2,643 |
UNCH |
0.00% |
Hollencrest Capital Management |
54,660 |
54,660 |
UNCH |
0.00% |
Central Bank & Trust Co. |
2,000 |
2,000 |
UNCH |
0.00% |
Graybill Bartz & Assoc Ltd. |
15,500 |
15,500 |
UNCH |
0.00% |
Whittier Trust Co. of Nevada Inc. |
2,059 |
2,059 |
UNCH |
0.00% |
Thompson Investment Management Inc. |
877 |
877 |
UNCH |
0.00% |
Profit Investment Management LLC |
66,603 |
66,603 |
UNCH |
0.00% |
BOK Financial Private Wealth Inc. |
160 |
160 |
UNCH |
0.00% |
White Pine Investment CO |
32,983 |
32,983 |
UNCH |
0.00% |
Liberty Capital Management Inc. |
18,368 |
18,368 |
UNCH |
0.00% |
West Oak Capital LLC |
325 |
325 |
UNCH |
0.00% |
Reik & CO. LLC |
17,819 |
17,819 |
UNCH |
0.00% |
Fruth Investment Management |
22,850 |
22,850 |
UNCH |
0.00% |
Ninety One UK Ltd |
108,184 |
108,184 |
UNCH |
0.00% |
Capstone Investment Advisors LLC |
10,092 |
10,092 |
UNCH |
0.00% |
Hourglass Capital LLC |
11,250 |
11,250 |
UNCH |
0.00% |
B & T Capital Management DBA Alpha Capital Management |
12,018 |
12,018 |
UNCH |
0.00% |
Cacti Asset Management LLC |
20,000 |
20,000 |
UNCH |
0.00% |
LS Investment Advisors LLC |
28,750 |
28,750 |
UNCH |
0.00% |
State of New Jersey Common Pension Fund D |
2,228,275 |
2,228,275 |
UNCH |
0.00% |
NJ State Employees Deferred Compensation Plan |
60,000 |
60,000 |
UNCH |
0.00% |
Asset Allocation & Management Company LLC |
50,000 |
50,000 |
UNCH |
0.00% |
Rocky Mountain Advisers LLC |
3,000 |
3,000 |
UNCH |
0.00% |
Kessler Investment Group LLC |
14,251 |
14,251 |
UNCH |
0.00% |
Alta Advisers Ltd |
10,800 |
10,800 |
UNCH |
0.00% |
Westside Investment Management Inc. |
12,400 |
12,400 |
UNCH |
0.00% |
South Dakota Investment Council |
31,141 |
31,141 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
6,789 |
6,789 |
UNCH |
0.00% |
Catalyst Capital Advisors LLC |
6,200 |
6,200 |
UNCH |
0.00% |
JNBA Financial Advisors |
700 |
700 |
UNCH |
0.00% |
Blume Capital Management Inc. |
597 |
597 |
UNCH |
0.00% |
Abacus Planning Group Inc. |
19,543 |
19,543 |
UNCH |
0.00% |
Aquila Investment Management LLC |
50,000 |
50,000 |
UNCH |
0.00% |
Compagnie Lombard Odier SCmA |
20,000 |
20,000 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
1,023 |
1,023 |
UNCH |
0.00% |
Bray Capital Advisors |
10,399 |
10,399 |
UNCH |
0.00% |
Trust Co |
1,515 |
1,515 |
UNCH |
0.00% |
First Personal Financial Services |
11,625 |
11,625 |
UNCH |
0.00% |
Roble Belko & Company Inc |
275 |
275 |
UNCH |
0.00% |
Community Bank & Trust Waco Texas |
13,000 |
13,000 |
UNCH |
0.00% |
Grove Bank & Trust |
190 |
190 |
UNCH |
0.00% |
Capital Insight Partners LLC |
21,000 |
21,000 |
UNCH |
0.00% |
Farmers & Merchants Trust Co of Chambersburg PA |
1,654 |
1,654 |
UNCH |
0.00% |
Symmetry Partners LLC |
26,755 |
26,755 |
UNCH |
0.00% |
IFM Investors Pty Ltd |
782,328 |
782,328 |
UNCH |
0.00% |
Uncommon Cents Investing LLC |
13,640 |
13,640 |
UNCH |
0.00% |
Northwest Capital Management Inc |
2,553 |
2,553 |
UNCH |
0.00% |
Luken Investment Analytics LLC |
1,139 |
1,139 |
UNCH |
0.00% |
Solstein Capital LLC |
73 |
73 |
UNCH |
0.00% |
Centerpoint Advisors LLC |
250 |
250 |
UNCH |
0.00% |
Silvant Capital Management LLC |
11,329 |
11,329 |
UNCH |
0.00% |
Pflug Koory LLC |
500 |
500 |
UNCH |
0.00% |
Selective Wealth Management Inc. |
14,076 |
14,076 |
UNCH |
0.00% |
Pasadena Private Wealth LLC |
2,908 |
2,908 |
UNCH |
0.00% |
Insight Financial Services |
2,000 |
2,000 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
1,001 |
1,001 |
UNCH |
0.00% |
Maryland State Retirement & Pension System |
305,427 |
305,427 |
UNCH |
0.00% |
Bay Rivers Group |
10,584 |
10,584 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
1,500 |
1,500 |
UNCH |
0.00% |
Detalus Advisors LLC |
55,900 |
55,900 |
UNCH |
0.00% |
PFG Private Wealth Management LLC |
737 |
737 |
UNCH |
0.00% |
Key Financial Inc |
9,863 |
9,863 |
UNCH |
0.00% |
Game Plan Financial Advisors LLC |
800 |
800 |
UNCH |
0.00% |
Cordant Inc. |
64 |
64 |
UNCH |
0.00% |
TruWealth Advisors LLC |
14,309 |
14,309 |
UNCH |
0.00% |
Precision Wealth Strategies LLC |
11,988 |
11,988 |
UNCH |
0.00% |
Robbins Farley LLC |
20 |
20 |
UNCH |
0.00% |
Bradley & Co. Private Wealth Management LLC |
50 |
50 |
UNCH |
0.00% |
Pinnacle Wealth Management Group Inc. |
15,293 |
15,293 |
UNCH |
0.00% |
Bank of New Hampshire |
523 |
523 |
UNCH |
0.00% |
JTC Employer Solutions Trusteee Ltd |
2,021 |
2,021 |
UNCH |
0.00% |
Maryland Capital Advisors Inc. |
90 |
90 |
UNCH |
0.00% |
Kathleen S. Wright Associates Inc. |
117 |
117 |
UNCH |
0.00% |
Eagle Rock Investment Company LLC |
30,000 |
30,000 |
UNCH |
0.00% |
FSC Wealth Advisors LLC |
500 |
500 |
UNCH |
0.00% |
Spartan Fund Management Inc. |
71,900 |
71,900 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
23,515 |
23,515 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
1,985 |
1,985 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
117 |
117 |
UNCH |
0.00% |
LGT Financial Advisors LLC |
224 |
224 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
2,000 |
2,000 |
UNCH |
0.00% |
Compass Wealth Management LLC |
250 |
250 |
UNCH |
0.00% |
Cherry Tree Wealth Management LLC |
2,267 |
2,267 |
UNCH |
0.00% |
CGC Financial Services LLC |
1,930 |
1,930 |
UNCH |
0.00% |
Halpern Financial Inc. |
376 |
376 |
UNCH |
0.00% |
Peoples Bank KS |
2,315 |
2,315 |
UNCH |
0.00% |
BKM Wealth Management LLC |
9,423 |
9,423 |
UNCH |
0.00% |
Naples Money Management LLC |
4,734 |
4,734 |
UNCH |
0.00% |
Sachetta LLC |
553 |
553 |
UNCH |
0.00% |
Voisard Asset Management Group Inc. |
2,198 |
2,198 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
5,701 |
5,701 |
UNCH |
0.00% |
13F Filers Decreasing F Share Count |
Activest Wealth Management |
5,291 |
161 |
-5,130 |
-96.96% |
Field & Main Bank |
6,850 |
225 |
-6,625 |
-96.72% |
Wsfs Capital Management LLC |
254,492 |
10,694 |
-243,798 |
-95.80% |
M&R Capital Management Inc. |
1,055 |
55 |
-1,000 |
-94.79% |
Cutler Group LP |
524,314 |
52,367 |
-471,947 |
-90.01% |
CNB Bank |
1,677 |
225 |
-1,452 |
-86.58% |
BLB&B Advisors LLC |
528,907 |
124,227 |
-404,680 |
-76.51% |
Webster Bank N. A. |
1,843 |
500 |
-1,343 |
-72.87% |
Gradient Investments LLC |
22,236 |
6,083 |
-16,153 |
-72.64% |
Cullinan Associates Inc. |
40,500 |
11,500 |
-29,000 |
-71.60% |
Jamison Private Wealth Management Inc. |
121 |
35 |
-86 |
-71.07% |
IAG Wealth Partners LLC |
2,336 |
687 |
-1,649 |
-70.59% |
Retirement Group LLC |
2,027 |
682 |
-1,345 |
-66.35% |
Los Angeles Capital Management & Equity Research Inc. |
55,835 |
20,511 |
-35,324 |
-63.26% |
Van ECK Associates Corp |
349,494 |
135,859 |
-213,635 |
-61.13% |
Fishman Jay A Ltd. MI |
51,897 |
21,006 |
-30,891 |
-59.52% |
Benjamin Edwards Inc. |
15,147 |
6,318 |
-8,829 |
-58.29% |
Oxinas Partners Wealth Management LLC |
22,525 |
10,432 |
-12,093 |
-53.69% |
Hazlett Burt & Watson Inc. |
838 |
391 |
-447 |
-53.34% |
Gerber LLC |
85,736 |
40,250 |
-45,486 |
-53.05% |
IMC Chicago LLC |
87,538 |
42,179 |
-45,359 |
-51.82% |
Newbridge Financial Services Group Inc. |
23,791 |
11,469 |
-12,322 |
-51.79% |
Fortis Group Advisors LLC |
2,172 |
1,086 |
-1,086 |
-50.00% |
Peoples Financial Services CORP. |
1,000 |
500 |
-500 |
-50.00% |
Harel Insurance Investments & Financial Services Ltd. |
7,245 |
3,821 |
-3,424 |
-47.26% |
Park National Corp OH |
1,678,958 |
952,943 |
-726,015 |
-43.24% |
Bear Mountain Capital Inc. |
177 |
102 |
-75 |
-42.37% |
First Financialcorp IN |
599 |
349 |
-250 |
-41.74% |
Burkett Financial Services LLC |
6,691 |
3,944 |
-2,747 |
-41.06% |
StoneX Group Inc. |
47,557 |
28,786 |
-18,771 |
-39.47% |
Atlas Capital Advisors LLC |
7,708 |
4,676 |
-3,032 |
-39.34% |
CVA Family Office LLC |
4,559 |
2,799 |
-1,760 |
-38.60% |
Raymond James & Associates |
3,447,823 |
2,122,530 |
-1,325,293 |
-38.44% |
Quad Cities Investment Group LLC |
24,825 |
15,462 |
-9,363 |
-37.72% |
Nations Financial Group Inc. IA ADV |
66,847 |
42,900 |
-23,947 |
-35.82% |
Strategic Planning Group LLC |
193,129 |
124,768 |
-68,361 |
-35.40% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
16,795 |
10,899 |
-5,896 |
-35.11% |
Narwhal Capital Management |
54,661 |
35,661 |
-19,000 |
-34.76% |
Red Tortoise LLC |
347 |
231 |
-116 |
-33.43% |
Avitas Wealth Management LLC |
174,426 |
117,581 |
-56,845 |
-32.59% |
Iron Horse Wealth Management LLC |
1,886 |
1,276 |
-610 |
-32.34% |
St. Johns Investment Management Company LLC |
815 |
565 |
-250 |
-30.67% |
Mascoma Wealth Management LLC |
324 |
230 |
-94 |
-29.01% |
AlphaMark Advisors LLC |
1,915 |
1,365 |
-550 |
-28.72% |
Traynor Capital Management Inc. |
323,197 |
233,129 |
-90,068 |
-27.87% |
Astoria Portfolio Advisors LLC. |
20,262 |
14,911 |
-5,351 |
-26.41% |
Private Ocean LLC |
1,350 |
1,000 |
-350 |
-25.93% |
Fortitude Advisory Group L.L.C. |
16,739 |
12,434 |
-4,305 |
-25.72% |
Capital Advisors Wealth Management LLC |
53,238 |
39,724 |
-13,514 |
-25.38% |
Capital Investment Advisors LLC |
85,506 |
65,090 |
-20,416 |
-23.88% |
DNB Asset Management AS |
753,507 |
576,235 |
-177,272 |
-23.53% |
Trinity Legacy Partners LLC |
13,792 |
10,631 |
-3,161 |
-22.92% |
Panoramic Investment Advisors LLC |
13,593 |
10,593 |
-3,000 |
-22.07% |
Optimum Investment Advisors |
11,626 |
9,065 |
-2,561 |
-22.03% |
MCF Advisors LLC |
72,139 |
56,430 |
-15,709 |
-21.78% |
Prestige Wealth Management Group LLC |
4,610 |
3,610 |
-1,000 |
-21.69% |
Daymark Wealth Partners LLC |
24,716 |
19,562 |
-5,154 |
-20.85% |
Chapin Davis Inc. |
49,083 |
39,083 |
-10,000 |
-20.37% |
SeaCrest Wealth Management LLC |
75,628 |
60,317 |
-15,311 |
-20.25% |
Nicholas Hoffman & Company LLC. |
14,762 |
11,793 |
-2,969 |
-20.11% |
Piscataqua Savings Bank |
1,250 |
1,000 |
-250 |
-20.00% |
Amalgamated Bank |
1,014,577 |
812,241 |
-202,336 |
-19.94% |
Cullen Investment Group LTD. |
32,099 |
25,864 |
-6,235 |
-19.42% |
Benjamin F. Edwards & Company Inc. |
26,148 |
21,121 |
-5,027 |
-19.23% |
Daiwa Securities Group Inc. |
489,769 |
398,160 |
-91,609 |
-18.70% |
Stratos Wealth Advisors LLC |
70,173 |
57,077 |
-13,096 |
-18.66% |
American National Bank |
7,506 |
6,106 |
-1,400 |
-18.65% |
Lincoln Capital Corp |
32,225 |
26,225 |
-6,000 |
-18.62% |
Simplex Trading LLC |
1,181,499 |
964,622 |
-216,877 |
-18.36% |
Brown Advisory Inc. |
67,973 |
55,522 |
-12,451 |
-18.32% |
Portside Wealth Group LLC |
15,360 |
12,606 |
-2,754 |
-17.93% |
Jmac Enterprises LLC |
16,652 |
13,748 |
-2,904 |
-17.44% |
First National Trust Co |
22,938 |
18,952 |
-3,986 |
-17.38% |
Ashton Thomas Private Wealth LLC |
26,673 |
22,158 |
-4,515 |
-16.93% |
Valley National Advisers Inc. |
47,292 |
39,476 |
-7,816 |
-16.53% |
Tower View Investment Management & Research LLC |
1,678 |
1,407 |
-271 |
-16.15% |
Coombe Bender & Co LLC |
13,184 |
11,062 |
-2,122 |
-16.10% |
NorthCrest Asset Manangement LLC |
18,086 |
15,276 |
-2,810 |
-15.54% |
Wesbanco Bank Inc. |
103,781 |
87,672 |
-16,109 |
-15.52% |
Lowe Wealth Advisors LLC |
1,945 |
1,645 |
-300 |
-15.42% |
Soltis Investment Advisors LLC |
18,389 |
15,591 |
-2,798 |
-15.22% |
Oakworth Capital Inc. |
1,650 |
1,400 |
-250 |
-15.15% |
Quent Capital LLC |
2,477 |
2,103 |
-374 |
-15.10% |
ST Germain D J Co. Inc. |
4,124 |
3,505 |
-619 |
-15.01% |
CRA Financial Services LLC |
26,302 |
22,387 |
-3,915 |
-14.88% |
BCS Wealth Management |
12,277 |
10,466 |
-1,811 |
-14.75% |
Ritholtz Wealth Management |
38,679 |
33,107 |
-5,572 |
-14.41% |
Octavia Wealth Advisors LLC |
30,340 |
26,010 |
-4,330 |
-14.27% |
Acorn Wealth Advisors LLC |
40,741 |
35,171 |
-5,570 |
-13.67% |
Tennessee Valley Asset Management Partners |
12,052 |
10,496 |
-1,556 |
-12.91% |
Concord Wealth Partners |
12,443 |
10,845 |
-1,598 |
-12.84% |
MeadowBrook Investment Advisors LLC |
9,837 |
8,612 |
-1,225 |
-12.45% |
Fortitude Family Office LLC |
5,157 |
4,518 |
-639 |
-12.39% |
Parsons Capital Management Inc. RI |
17,392 |
15,249 |
-2,143 |
-12.32% |
Grandview Asset Management LLC |
37,847 |
33,237 |
-4,610 |
-12.18% |
Princeton Global Asset Management LLC |
1,875 |
1,650 |
-225 |
-12.00% |
Meridian Wealth Management LLC |
121,860 |
107,573 |
-14,287 |
-11.72% |
Arlington Trust Co LLC |
1,439 |
1,271 |
-168 |
-11.67% |
PayPay Securities Corp |
343 |
303 |
-40 |
-11.66% |
Steele Capital Management Inc. |
19,835 |
17,539 |
-2,296 |
-11.58% |
B.O.S.S. Retirement Advisors LLC |
139,485 |
123,811 |
-15,674 |
-11.24% |
InTrack Investment Management Inc |
71,286 |
63,386 |
-7,900 |
-11.08% |
Sugarloaf Wealth Management LLC |
16,494 |
14,687 |
-1,807 |
-10.96% |
Valeo Financial Advisors LLC |
254,669 |
226,774 |
-27,895 |
-10.95% |
Capital Asset Advisory Services LLC |
33,595 |
29,954 |
-3,641 |
-10.84% |
Eagle Wealth Strategies LLC |
13,677 |
12,206 |
-1,471 |
-10.76% |
Bangor Savings Bank |
1,943 |
1,743 |
-200 |
-10.29% |
Allspring Global Investments Holdings LLC |
1,198,136 |
1,075,208 |
-122,928 |
-10.26% |
Raymond James Trust N.A. |
53,338 |
47,888 |
-5,450 |
-10.22% |
Wealthcare Advisory Partners LLC |
71,360 |
64,142 |
-7,218 |
-10.11% |
Walker Asset Management LLC |
20,166 |
18,173 |
-1,993 |
-9.88% |
Janney Montgomery Scott LLC |
808,682 |
728,874 |
-79,808 |
-9.87% |
AlphaCentric Advisors LLC |
17,534 |
15,834 |
-1,700 |
-9.70% |
Vicus Capital |
13,789 |
12,452 |
-1,337 |
-9.70% |
Vanguard Capital Wealth Advisors |
13,435 |
12,133 |
-1,302 |
-9.69% |
Appleton Partners Inc. MA |
39,990 |
36,135 |
-3,855 |
-9.64% |
Regions Financial Corp |
35,202 |
31,856 |
-3,346 |
-9.51% |
Successful Portfolios LLC |
12,890 |
11,696 |
-1,194 |
-9.26% |
Cohen Investment Advisors LLC |
33,298 |
30,246 |
-3,052 |
-9.17% |
Allworth Financial LP |
205,373 |
186,580 |
-18,793 |
-9.15% |
Carmichael Hill & Associates Inc. |
5,004 |
4,551 |
-453 |
-9.05% |
TRUE Private Wealth Advisors |
34,477 |
31,407 |
-3,070 |
-8.90% |
Congress Park Capital LLC |
19,758 |
18,008 |
-1,750 |
-8.86% |
Mission Wealth Management LP |
32,746 |
29,903 |
-2,843 |
-8.68% |
Stratos Wealth Partners LTD. |
199,411 |
182,095 |
-17,316 |
-8.68% |
Tompkins Financial Corp |
16,027 |
14,691 |
-1,336 |
-8.34% |
Ronald Blue Trust Inc. |
13,548 |
12,423 |
-1,125 |
-8.30% |
Berger Financial Group Inc |
13,979 |
12,829 |
-1,150 |
-8.23% |
Romano Brothers AND Company |
12,150 |
11,150 |
-1,000 |
-8.23% |
Woodmont Investment Counsel LLC |
24,669 |
22,655 |
-2,014 |
-8.16% |
Caldwell Sutter Capital Inc. |
24,404 |
22,472 |
-1,932 |
-7.92% |
Beacon Financial Advisory LLC |
12,999 |
11,980 |
-1,019 |
-7.84% |
Securian Asset Management Inc |
249,033 |
229,872 |
-19,161 |
-7.69% |
BetterWealth LLC |
12,906 |
11,921 |
-985 |
-7.63% |
Private Trust Co. NA |
23,722 |
21,942 |
-1,780 |
-7.50% |
KG&L Capital Management LLC |
29,357 |
27,228 |
-2,129 |
-7.25% |
American Capital Advisory LLC |
1,853 |
1,719 |
-134 |
-7.23% |
West Paces Advisors Inc. |
1,148 |
1,065 |
-83 |
-7.23% |
Wealth Management Partners LLC |
16,611 |
15,411 |
-1,200 |
-7.22% |
Wolff Wiese Magana LLC |
3,854 |
3,580 |
-274 |
-7.11% |
Kovack Advisors Inc. |
39,733 |
36,957 |
-2,776 |
-6.99% |
Cutter & CO Brokerage Inc. |
25,756 |
24,095 |
-1,661 |
-6.45% |
AdvisorNet Financial Inc |
10,621 |
9,940 |
-681 |
-6.41% |
Foster & Motley Inc. |
72,646 |
67,997 |
-4,649 |
-6.40% |
Private Advisor Group LLC |
539,317 |
505,322 |
-33,995 |
-6.30% |
Signature Wealth Management Partners LLC |
27,405 |
25,707 |
-1,698 |
-6.20% |
Summit Global Investments |
12,375 |
11,619 |
-756 |
-6.11% |
Pacifica Partners Inc. |
5,083 |
4,783 |
-300 |
-5.90% |
Penbrook Management LLC |
12,200 |
11,500 |
-700 |
-5.74% |
PFS Partners LLC |
14,508 |
13,680 |
-828 |
-5.71% |
Aurum Wealth Management Group LLC |
27,760 |
26,296 |
-1,464 |
-5.27% |
First United Bank Trust |
16,486 |
15,636 |
-850 |
-5.16% |
Conning Inc. |
23,825 |
22,595 |
-1,230 |
-5.16% |
First Command Advisory Services Inc. |
12,422 |
11,784 |
-638 |
-5.14% |
Raymond James Financial Services Advisors Inc. |
1,803,408 |
1,711,886 |
-91,522 |
-5.07% |
Costello Asset Management INC |
2,100 |
2,000 |
-100 |
-4.76% |
Hartford Investment Management Co. |
264,857 |
252,489 |
-12,368 |
-4.67% |
International Assets Investment Management LLC |
221,244 |
211,107 |
-10,137 |
-4.58% |
Cairn Investment Group Inc. |
47,150 |
45,025 |
-2,125 |
-4.51% |
Louisiana State Employees Retirement System |
237,700 |
227,200 |
-10,500 |
-4.42% |
Cambridge Investment Research Advisors Inc. |
1,648,411 |
1,575,735 |
-72,676 |
-4.41% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
24,462 |
23,384 |
-1,078 |
-4.41% |
Secure Asset Management LLC |
74,257 |
71,056 |
-3,201 |
-4.31% |
Private Wealth Management Group LLC |
924 |
885 |
-39 |
-4.22% |
SkyOak Wealth LLC |
75,249 |
72,077 |
-3,172 |
-4.22% |
RFG Advisory LLC |
27,853 |
26,689 |
-1,164 |
-4.18% |
WealthCare Investment Partners LLC |
22,642 |
21,722 |
-920 |
-4.06% |
CENTRAL TRUST Co |
18,107 |
17,384 |
-723 |
-3.99% |
Klingman & Associates LLC |
35,239 |
33,849 |
-1,390 |
-3.94% |
Financial Sense Advisors Inc. |
15,746 |
15,129 |
-617 |
-3.92% |
Fiduciary Alliance LLC |
33,214 |
31,915 |
-1,299 |
-3.91% |
Yousif Capital Management LLC |
652,551 |
627,061 |
-25,490 |
-3.91% |
Busey Wealth Management |
27,719 |
26,647 |
-1,072 |
-3.87% |
Family Investment Center Inc. |
27,286 |
26,261 |
-1,025 |
-3.76% |
Center for Financial Planning Inc. |
78,422 |
75,497 |
-2,925 |
-3.73% |
OneAscent Financial Services LLC |
50,007 |
48,155 |
-1,852 |
-3.70% |
Sequoia Financial Advisors LLC |
342,150 |
329,723 |
-12,427 |
-3.63% |
Dakota Community Bank & Trust NA |
3,095 |
2,985 |
-110 |
-3.55% |
Tempus Wealth Planning LLC |
10,898 |
10,521 |
-377 |
-3.46% |
Legacy Advisors LLC |
46,522 |
44,930 |
-1,592 |
-3.42% |
Community Bank of Raymore |
224,570 |
216,970 |
-7,600 |
-3.38% |
Triton Wealth Management PLLC |
12,537 |
12,118 |
-419 |
-3.34% |
Strategic Advisors LLC |
42,426 |
41,036 |
-1,390 |
-3.28% |
Asset Management One Co. Ltd. |
1,518,503 |
1,468,699 |
-49,804 |
-3.28% |
Bank of New York Mellon Corp |
26,477,458 |
25,618,234 |
-859,224 |
-3.25% |
Alliance Wealth Advisors LLC |
21,641 |
20,941 |
-700 |
-3.23% |
New Mexico Educational Retirement Board |
204,505 |
198,105 |
-6,400 |
-3.13% |
Farmers & Merchants Investments Inc. |
6,585 |
6,385 |
-200 |
-3.04% |
State of Alaska Department of Revenue |
479,199 |
465,369 |
-13,830 |
-2.89% |
N.E.W. Advisory Services LLC |
55,702 |
54,146 |
-1,556 |
-2.79% |
Mutual of America Capital Management LLC |
526,516 |
512,021 |
-14,495 |
-2.75% |
Midwest Financial Group LLC |
13,918 |
13,553 |
-365 |
-2.62% |
Benin Management CORP |
38,900 |
37,900 |
-1,000 |
-2.57% |
RSM US Wealth Management LLC |
32,397 |
31,569 |
-828 |
-2.56% |
Etesian Wealth Advisors Inc. |
45,345 |
44,231 |
-1,114 |
-2.46% |
Investors Asset Management of Georgia Inc. GA ADV |
108,875 |
106,318 |
-2,557 |
-2.35% |
Cantor Fitzgerald Investment Adviser L.P. |
86,985 |
84,993 |
-1,992 |
-2.29% |
Lincoln National Corp |
98,797 |
96,594 |
-2,203 |
-2.23% |
Financial Perspectives Inc |
11,007 |
10,767 |
-240 |
-2.18% |
tru Independence LLC |
504,250 |
493,475 |
-10,775 |
-2.14% |
Northwest Bancshares Inc. |
34,743 |
33,999 |
-744 |
-2.14% |
Tyche Wealth Partners LLC |
13,093 |
12,820 |
-273 |
-2.09% |
Congress Wealth Management LLC DE |
19,250 |
18,847 |
-403 |
-2.09% |
Royal Fund Management LLC |
40,049 |
39,234 |
-815 |
-2.04% |
Palumbo Wealth Management LLC |
20,925 |
20,500 |
-425 |
-2.03% |
Arkadios Wealth Advisors |
105,859 |
103,752 |
-2,107 |
-1.99% |
Wealth Enhancement Advisory Services LLC |
3,414,230 |
3,346,565 |
-67,665 |
-1.98% |
California Public Employees Retirement System |
7,178,157 |
7,036,230 |
-141,927 |
-1.98% |
Stephens Consulting LLC |
15,954 |
15,639 |
-315 |
-1.97% |
NBC Securities Inc. |
66,759 |
65,442 |
-1,317 |
-1.97% |
North Star Investment Management Corp. |
13,314 |
13,063 |
-251 |
-1.89% |
Tsfg LLC |
47,780 |
46,910 |
-870 |
-1.82% |
Glass Jacobson Investment Advisors llc |
3,137 |
3,081 |
-56 |
-1.79% |
Kestra Private Wealth Services LLC |
557,227 |
547,351 |
-9,876 |
-1.77% |
Guidance Capital Inc. |
15,501 |
15,228 |
-273 |
-1.76% |
OneAscent Wealth Management LLC |
29,024 |
28,521 |
-503 |
-1.73% |
Hoertkorn Richard Charles |
439,843 |
432,243 |
-7,600 |
-1.73% |
Strategic Blueprint LLC |
33,743 |
33,164 |
-579 |
-1.72% |
Premier Path Wealth Partners LLC |
22,770 |
22,384 |
-386 |
-1.70% |
Advance Capital Management Inc. |
54,843 |
53,909 |
-934 |
-1.70% |
Acropolis Investment Management LLC |
12,148 |
11,941 |
-207 |
-1.70% |
Nisa Investment Advisors LLC |
723,204 |
711,004 |
-12,200 |
-1.69% |
Wealth Alliance Advisory Group LLC |
34,170 |
33,622 |
-548 |
-1.60% |
Norris Perne & French LLP MI |
67,543 |
66,493 |
-1,050 |
-1.55% |
M3 Advisory Group LLC |
38,662 |
38,070 |
-592 |
-1.53% |
SNS Financial Group LLC |
14,703 |
14,482 |
-221 |
-1.50% |
Bridgewealth Advisory Group LLC |
11,212 |
11,053 |
-159 |
-1.42% |
Ignite Planners LLC |
27,444 |
27,058 |
-386 |
-1.41% |
Kornitzer Capital Management Inc. KS |
249,006 |
245,546 |
-3,460 |
-1.39% |
Verdence Capital Advisors LLC |
49,567 |
48,897 |
-670 |
-1.35% |
Hedges Asset Management LLC |
75,200 |
74,200 |
-1,000 |
-1.33% |
Commonwealth Equity Services LLC |
2,734,361 |
2,698,136 |
-36,225 |
-1.32% |
Krilogy Financial LLC |
111,263 |
109,847 |
-1,416 |
-1.27% |
CIC Wealth LLC |
16,302 |
16,104 |
-198 |
-1.21% |
Pure Financial Advisors Inc. |
22,292 |
22,075 |
-217 |
-0.97% |
GFS Advisors LLC |
100,980 |
100,000 |
-980 |
-0.97% |
Mcdonald Partners LLC |
19,977 |
19,788 |
-189 |
-0.95% |
Independence Bank of Kentucky |
32,975 |
32,675 |
-300 |
-0.91% |
BKD Wealth Advisors LLC |
116,965 |
115,908 |
-1,057 |
-0.90% |
Apollon Wealth Management LLC |
96,338 |
95,512 |
-826 |
-0.86% |
Sunbelt Securities Inc. |
26,612 |
26,392 |
-220 |
-0.83% |
Capital Investment Advisory Services LLC |
61,343 |
60,842 |
-501 |
-0.82% |
Occidental Asset Management LLC |
48,013 |
47,638 |
-375 |
-0.78% |
Douglas Lane & Associates LLC |
2,300,296 |
2,282,387 |
-17,909 |
-0.78% |
Kaydan Wealth Management Inc. |
47,402 |
47,051 |
-351 |
-0.74% |
Versant Capital Management Inc |
1,619 |
1,608 |
-11 |
-0.68% |
Ergawealth Advisors Inc. |
75,500 |
75,000 |
-500 |
-0.66% |
Financial Advocates Investment Management |
109,361 |
108,655 |
-706 |
-0.65% |
Kiley Juergens Wealth Management LLC |
31,709 |
31,504 |
-205 |
-0.65% |
City State Bank |
31,437 |
31,237 |
-200 |
-0.64% |
Finer Wealth Management Inc. |
29,471 |
29,290 |
-181 |
-0.61% |
Retirement Systems of Alabama |
866,597 |
861,401 |
-5,196 |
-0.60% |
Straight Path Wealth Management |
17,616 |
17,513 |
-103 |
-0.58% |
Fox Hill Wealth Management |
44,288 |
44,041 |
-247 |
-0.56% |
Bridge Creek Capital Management LLC |
219,394 |
218,229 |
-1,165 |
-0.53% |
Bensler LLC |
28,395 |
28,248 |
-147 |
-0.52% |
State of Michigan Retirement System |
1,461,379 |
1,454,179 |
-7,200 |
-0.49% |
LexAurum Advisors LLC |
26,932 |
26,806 |
-126 |
-0.47% |
Cornerstone Wealth Management LLC |
92,792 |
92,413 |
-379 |
-0.41% |
Pitti Group Wealth Management LLC |
24,781 |
24,694 |
-87 |
-0.35% |
Asset Dedication LLC |
10,689 |
10,654 |
-35 |
-0.33% |
J.W. Cole Advisors Inc. |
81,995 |
81,727 |
-268 |
-0.33% |
FinTrust Capital Advisors LLC |
41,776 |
41,642 |
-134 |
-0.32% |
Stonegate Investment Group LLC |
46,958 |
46,813 |
-145 |
-0.31% |
Zhang Financial LLC |
158,955 |
158,465 |
-490 |
-0.31% |
Kinneret Advisory LLC |
215,483 |
214,813 |
-670 |
-0.31% |
Czech National Bank |
688,683 |
686,699 |
-1,984 |
-0.29% |
Gilbert & Cook Inc. |
46,670 |
46,538 |
-132 |
-0.28% |
Addenda Capital Inc. |
452,640 |
451,379 |
-1,261 |
-0.28% |
Strategic Investment Advisors MI |
58,866 |
58,778 |
-88 |
-0.15% |
Latitude Advisors LLC |
16,678 |
16,659 |
-19 |
-0.11% |
WASHINGTON TRUST Co |
2,035 |
2,033 |
-2 |
-0.10% |
Adviser Investments LLC |
164,900 |
164,772 |
-128 |
-0.08% |
Sigma Investment Counselors Inc. |
14,941 |
14,933 |
-8 |
-0.05% |
Allegiance Financial Group Advisory Services LLC |
42,146 |
42,140 |
-6 |
-0.01% |
13F Filers Exiting F |
Lakeridge Wealth Management LLC |
12,805 |
0 |
-12,805 |
-100.00% |
Planning Capital Management Corp |
468 |
0 |
-468 |
-100.00% |
Opinicus Capital Inc. |
87,078 |
0 |
-87,078 |
-100.00% |
GUNN & Co INVESTMENT MANAGEMENT INC. |
12,413 |
0 |
-12,413 |
-100.00% |
Strategic Advocates LLC |
20,726 |
0 |
-20,726 |
-100.00% |
Consolidated Portfolio Review Corp |
72,255 |
0 |
-72,255 |
-100.00% |
Cyndeo Wealth Partners LLC |
18,598 |
0 |
-18,598 |
-100.00% |
James J. Burns & Company LLC |
13,429 |
0 |
-13,429 |
-100.00% |
BKA Wealth Consulting Inc. |
10,173 |
0 |
-10,173 |
-100.00% |
Granite Bay Wealth Management LLC |
27,968 |
0 |
-27,968 |
-100.00% |
Adamsbrown Wealth Consultants LLC |
13,631 |
0 |
-13,631 |
-100.00% |
Life Planning Partners Inc |
2 |
0 |
-2 |
-100.00% |
KRS Capital Management LLC |
10,077 |
0 |
-10,077 |
-100.00% |
Morton Brown Family Wealth LLC |
244 |
0 |
-244 |
-100.00% |
Blodgett Wealth Advisors LLC |
2,100 |
0 |
-2,100 |
-100.00% |
Midwest Heritage Bank FSB |
11,345 |
0 |
-11,345 |
-100.00% |
Peterson Financial Group Inc. |
41,137 |
0 |
-41,137 |
-100.00% |
Independent Wealth Network Inc. |
14,636 |
0 |
-14,636 |
-100.00% |
Level Financial Advisors Inc. |
1,200 |
0 |
-1,200 |
-100.00% |
Koss Olinger Consulting LLC |
74,841 |
0 |
-74,841 |
-100.00% |
Firethorn Wealth Partners LLC |
14,458 |
0 |
-14,458 |
-100.00% |
RFG Holdings Inc. |
18,537 |
0 |
-18,537 |
-100.00% |
Financial Management Network Inc. |
11,620 |
0 |
-11,620 |
-100.00% |
Oak Harvest Investment Services |
10,877 |
0 |
-10,877 |
-100.00% |
Planned Solutions Inc. |
113 |
0 |
-113 |
-100.00% |
Advisor Resource Council |
25,254 |
0 |
-25,254 |
-100.00% |
Carl P. Sherr & Co. LLC |
11,080 |
0 |
-11,080 |
-100.00% |
Horizon Wealth Management LLC |
12,208 |
0 |
-12,208 |
-100.00% |
Ballast Advisors LLC |
12,194 |
0 |
-12,194 |
-100.00% |
Curated Wealth Partners LLC |
25,231 |
0 |
-25,231 |
-100.00% |
Legacy Trust |
6,964 |
0 |
-6,964 |
-100.00% |
Apexium Financial LP |
233,192 |
0 |
-233,192 |
-100.00% |
Oak Thistle LLC |
16,016 |
0 |
-16,016 |
-100.00% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
13,111 |
0 |
-13,111 |
-100.00% |
Wells Trecaso Financial Group LLC |
13,547 |
0 |
-13,547 |
-100.00% |
Bfsg LLC |
300 |
0 |
-300 |
-100.00% |
Founders Capital Management |
200 |
0 |
-200 |
-100.00% |
OmniStar Financial Group Inc. |
31,043 |
0 |
-31,043 |
-100.00% |
Krane Funds Advisors LLC |
136,477 |
0 |
-136,477 |
-100.00% |
Boston Trust Walden Corp |
11,124 |
0 |
-11,124 |
-100.00% |
WESPAC Advisors LLC |
10,802 |
0 |
-10,802 |
-100.00% |
Arlington Partners LLC |
271 |
0 |
-271 |
-100.00% |
Hartford Financial Management Inc. |
100 |
0 |
-100 |
-100.00% |
Deroy & Devereaux Private Investment Counsel Inc. |
10,999 |
0 |
-10,999 |
-100.00% |
Rational Advisors LLC |
6,200 |
0 |
-6,200 |
-100.00% |
Northern Oak Wealth Management Inc. |
20,204 |
0 |
-20,204 |
-100.00% |
Burke & Herbert Bank & Trust Co. |
14,749 |
0 |
-14,749 |
-100.00% |
Abner Herrman & Brock LLC |
10,250 |
0 |
-10,250 |
-100.00% |
Beese Fulmer Investment Management Inc. |
10,671 |
0 |
-10,671 |
-100.00% |
Atlantic Union Bankshares Corp |
84,630 |
0 |
-84,630 |
-100.00% |
Capital Advisors Inc. OK |
166,640 |
0 |
-166,640 |
-100.00% |
Wright Investors Service Inc. |
31,456 |
0 |
-31,456 |
-100.00% |
See Summary: Institutional Holders of F
See Details: Top 10 Hedge Funds Holding F
Also See: F Insider Buying
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