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|
|
This page summarizes the K 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 K 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 K Share Count |
|---|
| Compagnie Lombard Odier SCmA |
1,600 |
91,600 |
+90,000 |
+5625.00% |
| Venturi Wealth Management LLC |
125 |
1,523 |
+1,398 |
+1118.40% |
| Bruce G. Allen Investments LLC |
24 |
130 |
+106 |
+441.67% |
| Robeco Institutional Asset Management B.V. |
28,901 |
101,954 |
+73,053 |
+252.77% |
| Avondale Wealth Management |
750 |
2,000 |
+1,250 |
+166.67% |
| BNP Paribas Arbitrage SA |
495,252 |
969,096 |
+473,844 |
+95.68% |
| Bfsg LLC |
310 |
510 |
+200 |
+64.52% |
| Diversified Trust Co |
52,759 |
85,120 |
+32,361 |
+61.34% |
| Bristlecone Advisors LLC |
37,688 |
54,664 |
+16,976 |
+45.04% |
| Premier Path Wealth Partners LLC |
14,532 |
20,796 |
+6,264 |
+43.10% |
| Brown Advisory Inc. |
847,544 |
1,161,928 |
+314,384 |
+37.09% |
| Banque Cantonale Vaudoise |
58,835 |
79,701 |
+20,866 |
+35.47% |
| Raymond James & Associates |
400,371 |
534,361 |
+133,990 |
+33.47% |
| Equitable Trust Co. |
11,479 |
15,252 |
+3,773 |
+32.87% |
| Berger Financial Group Inc |
70,172 |
90,643 |
+20,471 |
+29.17% |
| Wealthfront Advisers LLC |
64,046 |
82,606 |
+18,560 |
+28.98% |
| Sequoia Financial Advisors LLC |
7,910 |
9,751 |
+1,841 |
+23.27% |
| Exchange Traded Concepts LLC |
9,703 |
11,952 |
+2,249 |
+23.18% |
| Zurcher Kantonalbank Zurich Cantonalbank |
293,166 |
360,202 |
+67,036 |
+22.87% |
| GAMMA Investing LLC |
2,930 |
3,553 |
+623 |
+21.26% |
| NBC Securities Inc. |
4,938 |
5,850 |
+912 |
+18.47% |
| Mirae Asset Global Investments Co. Ltd. |
100,948 |
119,172 |
+18,224 |
+18.05% |
| V Square Quantitative Management LLC |
6,243 |
7,321 |
+1,078 |
+17.27% |
| Symmetry Partners LLC |
5,104 |
5,907 |
+803 |
+15.73% |
| Toth Financial Advisory Corp |
17,894 |
20,693 |
+2,799 |
+15.64% |
| Flynn Zito Capital Management LLC |
4,012 |
4,618 |
+606 |
+15.10% |
| Trust Co |
1,286 |
1,474 |
+188 |
+14.62% |
| First Horizon Advisors Inc. |
219 |
248 |
+29 |
+13.24% |
| Prestige Wealth Management Group LLC |
330 |
373 |
+43 |
+13.03% |
| Pinnacle Associates Ltd. |
5,819 |
6,444 |
+625 |
+10.74% |
| Wesbanco Bank Inc. |
6,683 |
7,398 |
+715 |
+10.70% |
| Financial Perspectives Inc |
11 |
12 |
+1 |
+9.09% |
| Natixis Advisors L.P. |
60,259 |
65,673 |
+5,414 |
+8.98% |
| Planning Capital Management Corp |
58,230 |
62,865 |
+4,635 |
+7.96% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
115,750 |
124,585 |
+8,835 |
+7.63% |
| Beacon Financial Advisory LLC |
12,899 |
13,851 |
+952 |
+7.38% |
| First Financial Bank Trust Division |
70,724 |
75,842 |
+5,118 |
+7.24% |
| Moody National Bank Trust Division |
4,841 |
5,161 |
+320 |
+6.61% |
| Thomasville National Bank |
49,252 |
52,464 |
+3,212 |
+6.52% |
| Hennion & Walsh Asset Management Inc. |
14,480 |
15,346 |
+866 |
+5.98% |
| Raymond James Trust N.A. |
16,001 |
16,870 |
+869 |
+5.43% |
| Aaron Wealth Advisors |
6,241 |
6,570 |
+329 |
+5.27% |
| Money Concepts Capital Corp |
18,359 |
19,051 |
+692 |
+3.77% |
| Janney Montgomery Scott LLC |
40,878 |
42,382 |
+1,504 |
+3.68% |
| Linden Thomas Advisory Services LLC |
24,129 |
25,007 |
+878 |
+3.64% |
| North Star Investment Management Corp. |
16,395 |
16,941 |
+546 |
+3.33% |
| MV Capital Management Inc. |
92 |
95 |
+3 |
+3.26% |
| Capital Advisors Ltd. LLC |
354 |
365 |
+11 |
+3.11% |
| Liberty One Investment Management LLC |
33 |
34 |
+1 |
+3.03% |
| Massmutual Trust Co. FSB ADV |
1,201 |
1,231 |
+30 |
+2.50% |
| MCF Advisors LLC |
275 |
281 |
+6 |
+2.18% |
| Rockland Trust Co. |
12,375 |
12,639 |
+264 |
+2.13% |
| Valley National Advisers Inc. |
910 |
925 |
+15 |
+1.65% |
| Principal Financial Group Inc. |
352,554 |
356,898 |
+4,344 |
+1.23% |
| Spire Wealth Management |
842 |
852 |
+10 |
+1.19% |
| Creative Financial Designs Inc. ADV |
1,522 |
1,539 |
+17 |
+1.12% |
| Alaska Permanent Fund Corp |
192,460 |
194,420 |
+1,960 |
+1.02% |
| Strategic Investment Advisors MI |
4,943 |
4,988 |
+45 |
+0.91% |
| Princeton Global Asset Management LLC |
564 |
569 |
+5 |
+0.89% |
| Zhang Financial LLC |
21,142 |
21,318 |
+176 |
+0.83% |
| High Net Worth Advisory Group LLC |
7,678 |
7,738 |
+60 |
+0.78% |
| Financial Freedom LLC |
128 |
129 |
+1 |
+0.78% |
| Sunbelt Securities Inc. |
541 |
545 |
+4 |
+0.74% |
| Czech National Bank |
46,192 |
46,405 |
+213 |
+0.46% |
| Carmichael Hill & Associates Inc. |
227 |
228 |
+1 |
+0.44% |
| Benjamin F. Edwards & Company Inc. |
8,118 |
8,149 |
+31 |
+0.38% |
| Coston McIsaac & Partners |
436 |
437 |
+1 |
+0.23% |
| Gateway Investment Advisers LLC |
28,826 |
28,877 |
+51 |
+0.18% |
| GHP Investment Advisors Inc. |
594 |
595 |
+1 |
+0.17% |
| Retirement Systems of Alabama |
383,025 |
383,111 |
+86 |
+0.02% |
| Regions Financial Corp |
22,813 |
22,815 |
+2 |
+0.01% |
| New York State Teachers Retirement System |
221,508 |
221,519 |
+11 |
+0.00% |
| 13F Filers Reporting New Positions In K |
|---|
| Global Wealth Strategies & Associates |
0 |
0 |
UNCH |
100% |
| Los Angeles Capital Management & Equity Research Inc. |
0 |
40,641 |
+40,641 |
+100% |
| Northwest Investment Counselors LLC |
0 |
2,896 |
+2,896 |
+100% |
| IMC Chicago LLC |
0 |
18,479 |
+18,479 |
+100% |
| YHB Investment Advisors Inc. |
0 |
738 |
+738 |
+100% |
| Mather Group LLC. |
0 |
416 |
+416 |
+100% |
| AMF Pensionsforsakring AB |
0 |
279,532 |
+279,532 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
384 |
+384 |
+100% |
| Davy Global Fund Management Ltd |
0 |
4,110 |
+4,110 |
+100% |
| Bray Capital Advisors |
0 |
45 |
+45 |
+100% |
| OmniStar Financial Group Inc. |
0 |
10,953 |
+10,953 |
+100% |
| Cary Street Partners Investment Advisory LLC |
0 |
4,132 |
+4,132 |
+100% |
| CVA Family Office LLC |
0 |
50 |
+50 |
+100% |
| Rise Advisors LLC |
0 |
292 |
+292 |
+100% |
| Piscataqua Savings Bank |
0 |
13 |
+13 |
+100% |
| Simplicity Wealth LLC |
0 |
9,355 |
+9,355 |
+100% |
| Retireful LLC |
0 |
21,923 |
+21,923 |
+100% |
| Glass Jacobson Investment Advisors llc |
0 |
305 |
+305 |
+100% |
| PFG Investments LLC |
0 |
6,778 |
+6,778 |
+100% |
| Norden Group LLC |
0 |
6,888 |
+6,888 |
+100% |
| Philip James Wealth Mangement LLC |
0 |
3,504 |
+3,504 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Meyer Handelman Co. |
106,700 |
106,700 |
UNCH |
0.00% |
| Hazlett Burt & Watson Inc. |
661 |
661 |
UNCH |
0.00% |
| Stonebridge Capital Management Inc. |
6,825 |
6,825 |
UNCH |
0.00% |
| OLD Republic International Corporation |
542,000 |
542,000 |
UNCH |
0.00% |
| State of Michigan Retirement System |
72,221 |
72,221 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
244 |
244 |
UNCH |
0.00% |
| Wendell David Associates Inc. |
14,100 |
14,100 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
4,505 |
4,505 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
962 |
962 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
13,700 |
13,700 |
UNCH |
0.00% |
| NBT Bank N A NY |
184 |
184 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
6,520 |
6,520 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
1,274 |
1,274 |
UNCH |
0.00% |
| Pioneer Trust Bank N A OR |
4,210 |
4,210 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
3,897 |
3,897 |
UNCH |
0.00% |
| Norwood Financial Corp |
497 |
497 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
9,550 |
9,550 |
UNCH |
0.00% |
| LVM Capital Management Ltd. MI |
3,600 |
3,600 |
UNCH |
0.00% |
| Adirondack Trust Co. |
1,267 |
1,267 |
UNCH |
0.00% |
| Dillon & Associates Inc. |
8,020 |
8,020 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
2,000 |
2,000 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
1,684 |
1,684 |
UNCH |
0.00% |
| Mogy Joel R Investment Counsel Inc. |
4,700 |
4,700 |
UNCH |
0.00% |
| First Community Trust NA |
1,000 |
1,000 |
UNCH |
0.00% |
| Hussman Strategic Advisors Inc. |
63,000 |
63,000 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
163 |
163 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
186 |
186 |
UNCH |
0.00% |
| Canal Insurance CO |
8,000 |
8,000 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
2,165 |
2,165 |
UNCH |
0.00% |
| Hunter Associates Investment Management LLC |
7,790 |
7,790 |
UNCH |
0.00% |
| West Oak Capital LLC |
1,600 |
1,600 |
UNCH |
0.00% |
| Reik & CO. LLC |
4,210 |
4,210 |
UNCH |
0.00% |
| Asset Dedication LLC |
416 |
416 |
UNCH |
0.00% |
| Kessler Investment Group LLC |
4 |
4 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,100 |
1,100 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
68 |
68 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
473 |
473 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
6 |
6 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
22,644 |
22,644 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
152 |
152 |
UNCH |
0.00% |
| First Personal Financial Services |
325 |
325 |
UNCH |
0.00% |
| Pensionfund Sabic |
21,500 |
21,500 |
UNCH |
0.00% |
| Bridge Creek Capital Management LLC |
4,300 |
4,300 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
55,757 |
55,757 |
UNCH |
0.00% |
| Sage Capital Advisors llc |
15,143 |
15,143 |
UNCH |
0.00% |
| Bogart Wealth LLC |
38 |
38 |
UNCH |
0.00% |
| APCM Wealth Management for Individuals |
53,758 |
53,758 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
1,414 |
1,414 |
UNCH |
0.00% |
| Versant Capital Management Inc |
26 |
26 |
UNCH |
0.00% |
| West Branch Capital LLC |
1,100 |
1,100 |
UNCH |
0.00% |
| Pflug Koory LLC |
275 |
275 |
UNCH |
0.00% |
| Retirement Group LLC |
207 |
207 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
198 |
198 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
10 |
10 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
20,046 |
20,046 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
55 |
55 |
UNCH |
0.00% |
| Tsfg LLC |
2 |
2 |
UNCH |
0.00% |
| S.A. Mason LLC |
1,847 |
1,847 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
400 |
400 |
UNCH |
0.00% |
| High Note Wealth LLC |
8,250 |
8,250 |
UNCH |
0.00% |
| TFC Financial Management |
33 |
33 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
50 |
50 |
UNCH |
0.00% |
| Robbins Farley LLC |
5 |
5 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
3,612 |
3,612 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
676 |
676 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
141 |
141 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
63 |
63 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
504 |
504 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
150 |
150 |
UNCH |
0.00% |
| CGC Financial Services LLC |
400 |
400 |
UNCH |
0.00% |
| Peoples Bank KS |
200 |
200 |
UNCH |
0.00% |
| PFS Partners LLC |
74 |
74 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
23 |
23 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
295 |
295 |
UNCH |
0.00% |
| Sachetta LLC |
1,448 |
1,448 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
6,300 |
6,300 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
200 |
200 |
UNCH |
0.00% |
| Fairman Group LLC |
6 |
6 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
6 |
6 |
UNCH |
0.00% |
| 13F Filers Decreasing K Share Count |
|---|
| Van ECK Associates Corp |
2,728,164 |
90,223 |
-2,637,941 |
-96.69% |
| Assenagon Asset Management S.A. |
333,931 |
20,332 |
-313,599 |
-93.91% |
| CX Institutional |
59,975 |
5,460 |
-54,515 |
-90.90% |
| Webster Bank N. A. |
475 |
75 |
-400 |
-84.21% |
| Newbridge Financial Services Group Inc. |
943 |
323 |
-620 |
-65.75% |
| Capstone Investment Advisors LLC |
16,302 |
6,935 |
-9,367 |
-57.46% |
| InTrack Investment Management Inc |
15,975 |
6,800 |
-9,175 |
-57.43% |
| AdvisorNet Financial Inc |
109 |
47 |
-62 |
-56.88% |
| Global Trust Asset Management LLC |
43 |
20 |
-23 |
-53.49% |
| Ronald Blue Trust Inc. |
580 |
297 |
-283 |
-48.79% |
| Financial Advisory Corp UT ADV |
9,231 |
4,777 |
-4,454 |
-48.25% |
| Financial Management Professionals Inc. |
75 |
39 |
-36 |
-48.00% |
| New England Research & Management Inc. |
21,835 |
13,335 |
-8,500 |
-38.93% |
| Trust Point Inc. |
13,379 |
8,713 |
-4,666 |
-34.88% |
| SJS Investment Consulting Inc. |
44 |
29 |
-15 |
-34.09% |
| Proequities Inc. |
2,983 |
2,072 |
-911 |
-30.54% |
| Allworth Financial LP |
29,567 |
20,713 |
-8,854 |
-29.95% |
| Lindbrook Capital LLC |
868 |
616 |
-252 |
-29.03% |
| HB Wealth Management LLC |
6,673 |
4,782 |
-1,891 |
-28.34% |
| Kingswood Wealth Advisors LLC |
6,378 |
4,652 |
-1,726 |
-27.06% |
| Valeo Financial Advisors LLC |
23,325 |
18,531 |
-4,794 |
-20.55% |
| Brookstone Capital Management |
217,280 |
180,641 |
-36,639 |
-16.86% |
| Bank of New York Mellon Corp |
2,137,677 |
1,785,842 |
-351,835 |
-16.46% |
| Amalgamated Bank |
63,574 |
54,882 |
-8,692 |
-13.67% |
| City Holding Co. |
8,611 |
7,441 |
-1,170 |
-13.59% |
| DNB Asset Management AS |
58,637 |
50,773 |
-7,864 |
-13.41% |
| Westhampton Capital LLC |
15,806 |
13,746 |
-2,060 |
-13.03% |
| Allspring Global Investments Holdings LLC |
361,623 |
317,799 |
-43,824 |
-12.12% |
| Mn Services Vermogensbeheer B.V. |
125,700 |
110,800 |
-14,900 |
-11.85% |
| State of Alaska Department of Revenue |
56,739 |
50,044 |
-6,695 |
-11.80% |
| Financiere des Professionnels Fonds d investissement inc. |
10,838 |
9,568 |
-1,270 |
-11.72% |
| Hexagon Capital Partners LLC |
360 |
318 |
-42 |
-11.67% |
| Northeast Investment Management |
4,890 |
4,330 |
-560 |
-11.45% |
| CENTRAL TRUST Co |
28,860 |
25,640 |
-3,220 |
-11.16% |
| Wynn Capital LLC |
5,891 |
5,241 |
-650 |
-11.03% |
| Raymond James Financial Services Advisors Inc. |
53,912 |
48,308 |
-5,604 |
-10.39% |
| JNBA Financial Advisors |
4,866 |
4,366 |
-500 |
-10.28% |
| Culbertson A N & Co. Inc. |
12,906 |
11,616 |
-1,290 |
-10.00% |
| Manning & Napier Group LLC |
72,815 |
65,857 |
-6,958 |
-9.56% |
| Moloney Securities Asset Management LLC |
4,417 |
4,019 |
-398 |
-9.01% |
| DekaBank Deutsche Girozentrale |
733,581 |
672,235 |
-61,346 |
-8.36% |
| Stratos Wealth Partners LTD. |
5,608 |
5,146 |
-462 |
-8.24% |
| Powers Advisory Group LLC |
5,964 |
5,480 |
-484 |
-8.12% |
| Veriti Management LLC |
12,407 |
11,448 |
-959 |
-7.73% |
| Capital Investment Advisors LLC |
30,703 |
28,333 |
-2,370 |
-7.72% |
| Romano Brothers AND Company |
4,729 |
4,379 |
-350 |
-7.40% |
| Private Advisor Group LLC |
24,233 |
22,497 |
-1,736 |
-7.16% |
| Securian Asset Management Inc |
16,611 |
15,456 |
-1,155 |
-6.95% |
| Royal Fund Management LLC |
46,093 |
42,972 |
-3,121 |
-6.77% |
| Fiera Capital Corp |
9,300 |
8,690 |
-610 |
-6.56% |
| Northstar Group Inc. |
4,405 |
4,125 |
-280 |
-6.36% |
| Tompkins Financial Corp |
1,433 |
1,348 |
-85 |
-5.93% |
| Caldwell Sutter Capital Inc. |
2,678 |
2,521 |
-157 |
-5.86% |
| Rosenberg Matthew Hamilton |
1,643 |
1,549 |
-94 |
-5.72% |
| Gradient Investments LLC |
7,211 |
6,799 |
-412 |
-5.71% |
| California Public Employees Retirement System |
1,617,857 |
1,529,413 |
-88,444 |
-5.47% |
| Rocky Mountain Advisers LLC |
1,745 |
1,650 |
-95 |
-5.44% |
| Silverlake Wealth Management LLC |
3,888 |
3,681 |
-207 |
-5.32% |
| UMB Bank N A MO |
6,697 |
6,345 |
-352 |
-5.26% |
| Global Retirement Partners LLC |
1,142 |
1,087 |
-55 |
-4.82% |
| Kovack Advisors Inc. |
6,479 |
6,200 |
-279 |
-4.31% |
| Hartford Investment Management Co. |
17,759 |
17,019 |
-740 |
-4.17% |
| Fifth Third Bancorp |
17,708 |
16,975 |
-733 |
-4.14% |
| Commonwealth Equity Services LLC |
207,594 |
199,037 |
-8,557 |
-4.12% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
36,641 |
35,146 |
-1,495 |
-4.08% |
| Wealth Enhancement Advisory Services LLC |
14,273 |
13,697 |
-576 |
-4.04% |
| Sumitomo Mitsui Trust Holdings Inc. |
852,927 |
822,298 |
-30,629 |
-3.59% |
| Louisiana State Employees Retirement System |
15,900 |
15,400 |
-500 |
-3.14% |
| Doliver Advisors LP |
11,123 |
10,775 |
-348 |
-3.13% |
| Parkside Financial Bank & Trust |
395 |
383 |
-12 |
-3.04% |
| LifePlan Financial LLC |
4,266 |
4,150 |
-116 |
-2.72% |
| Murphy Middleton Hinkle & Parker Inc. |
5,394 |
5,254 |
-140 |
-2.60% |
| Acorn Wealth Advisors LLC |
4,015 |
3,911 |
-104 |
-2.59% |
| Naples Global Advisors LLC |
11,696 |
11,396 |
-300 |
-2.56% |
| Private Trust Co. NA |
3,906 |
3,806 |
-100 |
-2.56% |
| Yousif Capital Management LLC |
53,868 |
52,585 |
-1,283 |
-2.38% |
| CWM LLC |
8,467 |
8,276 |
-191 |
-2.26% |
| Ashton Thomas Private Wealth LLC |
16,681 |
16,356 |
-325 |
-1.95% |
| Kellogg W K Foundation Trust |
53,087,038 |
52,153,438 |
-933,600 |
-1.76% |
| Cornell Pochily Investment Advisors Inc. |
8,460 |
8,323 |
-137 |
-1.62% |
| Cantor Fitzgerald Investment Adviser L.P. |
249,603 |
246,269 |
-3,334 |
-1.34% |
| Cambridge Investment Research Advisors Inc. |
61,039 |
60,250 |
-789 |
-1.29% |
| Keystone Financial Planning Inc. |
8,899 |
8,789 |
-110 |
-1.24% |
| Everett Harris & Co. CA |
11,695 |
11,550 |
-145 |
-1.24% |
| Park Avenue Securities LLC |
6,124 |
6,061 |
-63 |
-1.03% |
| Capital Investment Advisory Services LLC |
4,395 |
4,351 |
-44 |
-1.00% |
| Cornerstone Wealth Management LLC |
17,493 |
17,321 |
-172 |
-0.98% |
| Wolff Financial Management LLC |
35,383 |
35,062 |
-321 |
-0.91% |
| Canandaigua National Bank & Trust Co. |
9,840 |
9,755 |
-85 |
-0.86% |
| JFS Wealth Advisors LLC |
119 |
118 |
-1 |
-0.84% |
| Jeppson Wealth Management LLC |
7,256 |
7,196 |
-60 |
-0.83% |
| Seelaus Asset Management LLC |
6,010 |
5,960 |
-50 |
-0.83% |
| Foster & Motley Inc. |
5,074 |
5,032 |
-42 |
-0.83% |
| New Mexico Educational Retirement Board |
13,340 |
13,240 |
-100 |
-0.75% |
| Massachusetts Wealth Management |
14,233 |
14,133 |
-100 |
-0.70% |
| First Hawaiian Bank |
6,532 |
6,499 |
-33 |
-0.51% |
| Greenleaf Trust |
9,798 |
9,752 |
-46 |
-0.47% |
| Halbert Hargrove Global Advisors LLC |
6,831 |
6,808 |
-23 |
-0.34% |
| Kinneret Advisory LLC |
58,098 |
57,917 |
-181 |
-0.31% |
| Callahan Advisors LLC |
21,868 |
21,818 |
-50 |
-0.23% |
| Sovereign Financial Group Inc. |
8,860 |
8,847 |
-13 |
-0.15% |
| Kennedy Investment Group |
18,520 |
18,505 |
-15 |
-0.08% |
| Daymark Wealth Partners LLC |
297,100 |
297,050 |
-50 |
-0.02% |
| 13F Filers Exiting K |
|---|
| Rakuten Securities Inc. |
90 |
0 |
-90 |
-100.00% |
| BKM Wealth Management LLC |
401 |
0 |
-401 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
49 |
0 |
-49 |
-100.00% |
| Jamison Private Wealth Management Inc. |
723 |
0 |
-723 |
-100.00% |
| Arlington Trust Co LLC |
27 |
0 |
-27 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
2,862 |
0 |
-2,862 |
-100.00% |
| Retirement Guys Formula LLC |
8,564 |
0 |
-8,564 |
-100.00% |
| Granite Bay Wealth Management LLC |
6,741 |
0 |
-6,741 |
-100.00% |
| IMPACTfolio LLC |
4,008 |
0 |
-4,008 |
-100.00% |
| Bank of New Hampshire |
300 |
0 |
-300 |
-100.00% |
| Koss Olinger Consulting LLC |
27,470 |
0 |
-27,470 |
-100.00% |
| International Assets Investment Management LLC |
60,885 |
0 |
-60,885 |
-100.00% |
| Concord Wealth Partners |
1,840 |
0 |
-1,840 |
-100.00% |
| Soltis Investment Advisors LLC |
6,994 |
0 |
-6,994 |
-100.00% |
| CWS Financial Advisors LLC |
3,877 |
0 |
-3,877 |
-100.00% |
| Impax Asset Management Group plc |
5,685 |
0 |
-5,685 |
-100.00% |
| SeaCrest Wealth Management LLC |
9,490 |
0 |
-9,490 |
-100.00% |
| Trilogy Capital Inc. |
3,832 |
0 |
-3,832 |
-100.00% |
| Security National Bank |
103 |
0 |
-103 |
-100.00% |
| Stratos Wealth Advisors LLC |
3,968 |
0 |
-3,968 |
-100.00% |
| Summit Global Investments |
60,594 |
0 |
-60,594 |
-100.00% |
| Welch Group LLC |
3,826 |
0 |
-3,826 |
-100.00% |
| Ballentine Partners LLC |
4,425 |
0 |
-4,425 |
-100.00% |
| Tower Bridge Advisors |
4,975 |
0 |
-4,975 |
-100.00% |
| Trust Co. of Virginia VA |
4,120 |
0 |
-4,120 |
-100.00% |
| Charter Trust Co. |
13,639 |
0 |
-13,639 |
-100.00% |
| Duncker Streett & Co. Inc. |
200 |
0 |
-200 |
-100.00% |
| Lee Financial Group Hawaii Inc. |
9,001 |
0 |
-9,001 |
-100.00% |
See Summary: Institutional Holders of K
See Details: Top 10 Hedge Funds Holding K
Also See: K Insider Buying
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