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This page summarizes the PEP 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 PEP 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 PEP Share Count |
|---|
| Ibex Wealth Advisors |
37 |
48,084 |
+48,047 |
+129856.76% |
| Legend Financial Advisors Inc. |
94 |
1,411 |
+1,317 |
+1401.06% |
| Koss Olinger Consulting LLC |
2,353 |
33,425 |
+31,072 |
+1320.53% |
| Occidental Asset Management LLC |
1,397 |
18,163 |
+16,766 |
+1200.14% |
| Simplicity Wealth LLC |
4,968 |
56,541 |
+51,573 |
+1038.10% |
| Kessler Investment Group LLC |
1 |
9 |
+8 |
+800.00% |
| Lloyd Advisory Services LLC. |
1,771 |
9,810 |
+8,039 |
+453.92% |
| Van ECK Associates Corp |
274,871 |
1,454,793 |
+1,179,922 |
+429.26% |
| PFG Investments LLC |
11,531 |
54,961 |
+43,430 |
+376.64% |
| Iron Horse Wealth Management LLC |
28 |
133 |
+105 |
+375.00% |
| Retirement Guys Formula LLC |
2,954 |
11,127 |
+8,173 |
+276.68% |
| Oxler Private Wealth LLC |
3,987 |
14,716 |
+10,729 |
+269.10% |
| QV Investors Inc. |
21,255 |
76,565 |
+55,310 |
+260.22% |
| Demars Financial Group LLC |
1,732 |
5,700 |
+3,968 |
+229.10% |
| Wiley BROS. Aintree Capital LLC |
3,843 |
12,416 |
+8,573 |
+223.08% |
| Saratoga Research & Investment Management |
70,947 |
185,292 |
+114,345 |
+161.17% |
| Capital Advisors Wealth Management LLC |
1,930 |
4,589 |
+2,659 |
+137.77% |
| Financiere des Professionnels Fonds d investissement inc. |
4,961 |
11,730 |
+6,769 |
+136.44% |
| Revisor Wealth Management LLC |
1,866 |
3,912 |
+2,046 |
+109.65% |
| Rise Advisors LLC |
697 |
1,447 |
+750 |
+107.60% |
| Doliver Advisors LP |
2,578 |
5,202 |
+2,624 |
+101.78% |
| Phocas Financial Corp. |
4,001 |
8,002 |
+4,001 |
+100.00% |
| Kingswood Wealth Advisors LLC |
5,981 |
10,973 |
+4,992 |
+83.46% |
| Aurora Investment Managers LLC. |
4,117 |
7,505 |
+3,388 |
+82.29% |
| Aviance Capital Partners LLC |
8,731 |
15,556 |
+6,825 |
+78.17% |
| Valued Wealth Advisors LLC |
89 |
158 |
+69 |
+77.53% |
| GoalVest Advisory LLC |
5,755 |
10,214 |
+4,459 |
+77.48% |
| Autumn Glory Partners LLC |
5,595 |
9,276 |
+3,681 |
+65.79% |
| Willis Investment Counsel |
97,979 |
158,660 |
+60,681 |
+61.93% |
| MJP Associates Inc. ADV |
2,943 |
4,759 |
+1,816 |
+61.71% |
| Trinity Legacy Partners LLC |
13,973 |
22,117 |
+8,144 |
+58.28% |
| Procyon Private Wealth Partners LLC |
25,672 |
39,692 |
+14,020 |
+54.61% |
| Selway Asset Management |
15,462 |
23,372 |
+7,910 |
+51.16% |
| Dover Advisors LLC |
9,541 |
14,363 |
+4,822 |
+50.54% |
| Robeco Institutional Asset Management B.V. |
828,288 |
1,246,357 |
+418,069 |
+50.47% |
| Princeton Global Asset Management LLC |
15,556 |
23,237 |
+7,681 |
+49.38% |
| Norden Group LLC |
5,206 |
7,740 |
+2,534 |
+48.67% |
| First Citizens Bank & Trust Co. |
54,714 |
81,262 |
+26,548 |
+48.52% |
| Sutton Place Investors LLC |
4,197 |
6,232 |
+2,035 |
+48.49% |
| BKD Wealth Advisors LLC |
35,087 |
52,014 |
+16,927 |
+48.24% |
| Simon Quick Advisors LLC |
4,017 |
5,948 |
+1,931 |
+48.07% |
| Schaper Benz & Wise Investment Counsel Inc. WI |
9,705 |
14,118 |
+4,413 |
+45.47% |
| Buttonwood Financial Advisors Inc. |
5,731 |
8,210 |
+2,479 |
+43.26% |
| MONECO Advisors LLC |
7,462 |
10,646 |
+3,184 |
+42.67% |
| Trilogy Capital Inc. |
2,353 |
3,315 |
+962 |
+40.88% |
| First Pacific Financial |
392 |
550 |
+158 |
+40.31% |
| Signal Advisors Wealth LLC |
2,941 |
4,124 |
+1,183 |
+40.22% |
| IAG Wealth Partners LLC |
1,231 |
1,726 |
+495 |
+40.21% |
| General Partner Inc. |
3,975 |
5,543 |
+1,568 |
+39.45% |
| Valicenti Advisory Services Inc. |
26,900 |
37,507 |
+10,607 |
+39.43% |
| Stiles Financial Services Inc |
6,224 |
8,676 |
+2,452 |
+39.40% |
| FirstPurpose Wealth LLC |
1,981 |
2,760 |
+779 |
+39.32% |
| FCG Investment Co |
4,061 |
5,650 |
+1,589 |
+39.13% |
| Ashton Thomas Private Wealth LLC |
32,585 |
45,183 |
+12,598 |
+38.66% |
| D. B. Root & Company LLC |
2,972 |
4,112 |
+1,140 |
+38.36% |
| Cypress Wealth Services LLC |
1,873 |
2,572 |
+699 |
+37.32% |
| Pacifica Partners Inc. |
8,428 |
11,556 |
+3,128 |
+37.11% |
| CBOE Vest Financial LLC |
165,707 |
226,590 |
+60,883 |
+36.74% |
| Peterson Financial Group Inc. |
11,658 |
15,708 |
+4,050 |
+34.74% |
| River Street Advisors LLC |
6,106 |
8,190 |
+2,084 |
+34.13% |
| Investment Partners Asset Management Inc. |
2,139 |
2,860 |
+721 |
+33.71% |
| Clarity Financial LLC |
2,427 |
3,210 |
+783 |
+32.26% |
| Diversified Trust Co |
56,187 |
73,686 |
+17,499 |
+31.14% |
| Oak Harvest Investment Services |
31,634 |
41,136 |
+9,502 |
+30.04% |
| Sandy Cove Advisors LLC |
3,567 |
4,621 |
+1,054 |
+29.55% |
| Vicus Capital |
2,774 |
3,576 |
+802 |
+28.91% |
| Quantum Financial Advisors LLC |
2,770 |
3,517 |
+747 |
+26.97% |
| Financial Strategies Group Inc. |
17,875 |
22,664 |
+4,789 |
+26.79% |
| Dakota Wealth Management |
70,933 |
89,659 |
+18,726 |
+26.40% |
| Wealthcare Advisory Partners LLC |
16,659 |
20,963 |
+4,304 |
+25.84% |
| Brown Miller Wealth Management LLC |
5,461 |
6,865 |
+1,404 |
+25.71% |
| Kowal Investment Group LLC |
6,339 |
7,968 |
+1,629 |
+25.70% |
| Trivant Custom Portfolio Group LLC |
118 |
148 |
+30 |
+25.42% |
| Perpetual Ltd |
10,262 |
12,739 |
+2,477 |
+24.14% |
| McGlone Suttner Wealth Management Inc. |
5,363 |
6,655 |
+1,292 |
+24.09% |
| Financial Synergies Wealth Advisors Inc. |
792 |
982 |
+190 |
+23.99% |
| Cassia Capital Partners LLC |
4,180 |
5,174 |
+994 |
+23.78% |
| Bell Bank |
5,938 |
7,341 |
+1,403 |
+23.63% |
| Portside Wealth Group LLC |
8,353 |
10,322 |
+1,969 |
+23.57% |
| Wesbanco Bank Inc. |
123,965 |
152,771 |
+28,806 |
+23.24% |
| CWM LLC |
161,466 |
198,828 |
+37,362 |
+23.14% |
| Regatta Capital Group LLC |
7,717 |
9,479 |
+1,762 |
+22.83% |
| Strategic Advisors LLC |
20,786 |
25,505 |
+4,719 |
+22.70% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
16,294 |
19,927 |
+3,633 |
+22.30% |
| Berger Financial Group Inc |
6,161 |
7,527 |
+1,366 |
+22.17% |
| American Capital Advisory LLC |
2,025 |
2,467 |
+442 |
+21.83% |
| Weatherly Asset Management L. P. |
6,393 |
7,786 |
+1,393 |
+21.79% |
| Absher Wealth Management LLC |
152,587 |
184,995 |
+32,408 |
+21.24% |
| Sweet Financial Partners LLC |
12,917 |
15,599 |
+2,682 |
+20.76% |
| Fulcrum Equity Management |
2,955 |
3,558 |
+603 |
+20.41% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
9,801 |
11,797 |
+1,996 |
+20.37% |
| One Day In July LLC |
1,305 |
1,564 |
+259 |
+19.85% |
| Aaron Wealth Advisors |
4,759 |
5,657 |
+898 |
+18.87% |
| Thrive Wealth Management LLC |
3,968 |
4,713 |
+745 |
+18.78% |
| Concord Wealth Partners |
15,269 |
18,101 |
+2,832 |
+18.55% |
| Signet Investment Advisory Group Inc. |
13,027 |
15,435 |
+2,408 |
+18.48% |
| Wolff Wiese Magana LLC |
10,670 |
12,577 |
+1,907 |
+17.87% |
| Traveka Wealth LLC |
1,273 |
1,499 |
+226 |
+17.75% |
| Naviter Wealth LLC |
13,638 |
16,057 |
+2,419 |
+17.74% |
| Accel Wealth Management |
11,481 |
13,500 |
+2,019 |
+17.59% |
| OFI Invest Asset Management |
330,342 |
388,357 |
+58,015 |
+17.56% |
| Capstone Wealth Management Group LLC |
3,936 |
4,617 |
+681 |
+17.30% |
| GAMMA Investing LLC |
11,645 |
13,635 |
+1,990 |
+17.09% |
| Allen Capital Group LLC |
1,627 |
1,904 |
+277 |
+17.03% |
| Conning Inc. |
202,339 |
236,615 |
+34,276 |
+16.94% |
| Alta Capital Management LLC |
14,752 |
17,227 |
+2,475 |
+16.78% |
| Natixis Advisors L.P. |
645,922 |
754,108 |
+108,186 |
+16.75% |
| Cantor Fitzgerald Investment Adviser L.P. |
3,177 |
3,709 |
+532 |
+16.75% |
| GFS Advisors LLC |
56,455 |
65,705 |
+9,250 |
+16.38% |
| Venturi Wealth Management LLC |
58,107 |
67,613 |
+9,506 |
+16.36% |
| Townsend Asset Management Corp NC ADV |
2,649 |
3,072 |
+423 |
+15.97% |
| Bristlecone Advisors LLC |
21,302 |
24,701 |
+3,399 |
+15.96% |
| Jmac Enterprises LLC |
11,578 |
13,423 |
+1,845 |
+15.94% |
| Henrickson Nauta Wealth Advisors Inc. |
1,540 |
1,783 |
+243 |
+15.78% |
| SOL Capital Management CO |
3,809 |
4,409 |
+600 |
+15.75% |
| Pure Financial Advisors Inc. |
4,381 |
5,056 |
+675 |
+15.41% |
| Walkner Condon Financial Advisors LLC |
1,369 |
1,576 |
+207 |
+15.12% |
| KFG Wealth Management LLC |
3,951 |
4,545 |
+594 |
+15.03% |
| LongView Wealth Management |
3,739 |
4,299 |
+560 |
+14.98% |
| Bay Rivers Group |
4,660 |
5,357 |
+697 |
+14.96% |
| Chicago Partners Investment Group LLC |
11,405 |
13,074 |
+1,669 |
+14.63% |
| Gerber LLC |
1,754 |
2,009 |
+255 |
+14.54% |
| Austin Private Wealth LLC |
3,459 |
3,953 |
+494 |
+14.28% |
| Worth Financial Advisory Group LLC |
3,446 |
3,936 |
+490 |
+14.22% |
| Dynamic Advisor Solutions LLC |
43,622 |
49,711 |
+6,089 |
+13.96% |
| DMG Group LLC |
1,661 |
1,892 |
+231 |
+13.91% |
| Norris Perne & French LLP MI |
5,704 |
6,485 |
+781 |
+13.69% |
| Brave Asset Management Inc. |
1,860 |
2,114 |
+254 |
+13.66% |
| Petra Financial Advisors Inc. |
2,705 |
3,070 |
+365 |
+13.49% |
| Main Street Financial Solutions LLC |
8,774 |
9,957 |
+1,183 |
+13.48% |
| Bogart Wealth LLC |
59,933 |
67,875 |
+7,942 |
+13.25% |
| Jamison Private Wealth Management Inc. |
5,847 |
6,621 |
+774 |
+13.24% |
| Asio Capital LLC |
22,423 |
25,388 |
+2,965 |
+13.22% |
| Silvia Mccoll Wealth Management LLC |
5,193 |
5,878 |
+685 |
+13.19% |
| Stablepoint Partners LLC |
28,706 |
32,492 |
+3,786 |
+13.19% |
| Iams Wealth Management LLC |
5,504 |
6,216 |
+712 |
+12.94% |
| Tevis Investment Management |
6,300 |
7,110 |
+810 |
+12.86% |
| Cornerstone Wealth Group LLC |
35,856 |
40,435 |
+4,579 |
+12.77% |
| Franklin Street Advisors Inc. NC |
5,570 |
6,270 |
+700 |
+12.57% |
| Exchange Traded Concepts LLC |
91,064 |
102,458 |
+11,394 |
+12.51% |
| Wambolt & Associates LLC |
17,233 |
19,363 |
+2,130 |
+12.36% |
| Lederer & Associates Investment Counsel CA |
7,668 |
8,613 |
+945 |
+12.32% |
| Brookstone Capital Management |
30,854 |
34,648 |
+3,794 |
+12.30% |
| Boston Trust Walden Corp |
698,690 |
783,681 |
+84,991 |
+12.16% |
| Keel Point LLC |
3,139 |
3,520 |
+381 |
+12.14% |
| Syverson Strege & Co |
1,180 |
1,322 |
+142 |
+12.03% |
| Strategic Blueprint LLC |
13,477 |
15,093 |
+1,616 |
+11.99% |
| Sanders Morris Harris LLC |
3,500 |
3,915 |
+415 |
+11.86% |
| Collective Family Office LLC |
1,293 |
1,445 |
+152 |
+11.76% |
| Benjamin F. Edwards & Company Inc. |
88,700 |
99,114 |
+10,414 |
+11.74% |
| Summit Trail Advisors LLC |
16,665 |
18,617 |
+1,952 |
+11.71% |
| RFG Advisory LLC |
15,088 |
16,846 |
+1,758 |
+11.65% |
| Bank of Stockton |
2,379 |
2,656 |
+277 |
+11.64% |
| JB Capital LLC |
49,319 |
55,059 |
+5,740 |
+11.64% |
| Fifth Third Wealth Advisors LLC |
8,664 |
9,670 |
+1,006 |
+11.61% |
| Highview Capital Management LLC DE |
3,392 |
3,779 |
+387 |
+11.41% |
| Stonegate Investment Group LLC |
17,626 |
19,602 |
+1,976 |
+11.21% |
| Global Trust Asset Management LLC |
7,067 |
7,857 |
+790 |
+11.18% |
| Southland Equity Partners LLC |
5,484 |
6,096 |
+612 |
+11.16% |
| Wealthspan Partners LLC |
3,078 |
3,417 |
+339 |
+11.01% |
| Alpha Cubed Investments LLC |
6,893 |
7,642 |
+749 |
+10.87% |
| Allworth Financial LP |
41,602 |
46,064 |
+4,462 |
+10.73% |
| Pallas Capital Advisors LLC |
34,946 |
38,642 |
+3,696 |
+10.58% |
| Stokes Capital Advisors LLC |
36,897 |
40,789 |
+3,892 |
+10.55% |
| Segment Wealth Management LLC |
7,664 |
8,459 |
+795 |
+10.37% |
| MBE Wealth Management LLC |
6,115 |
6,736 |
+621 |
+10.16% |
| Disciplined Investments LLC |
1,777 |
1,955 |
+178 |
+10.02% |
| Bruce G. Allen Investments LLC |
1,644 |
1,808 |
+164 |
+9.98% |
| Orrstown Financial Services Inc. |
5,307 |
5,834 |
+527 |
+9.93% |
| Norwood Financial Corp |
2,025 |
2,225 |
+200 |
+9.88% |
| Crew Capital Management Ltd. |
1,450 |
1,593 |
+143 |
+9.86% |
| BKM Wealth Management LLC |
9,683 |
10,635 |
+952 |
+9.83% |
| Congress Park Capital LLC |
5,613 |
6,163 |
+550 |
+9.80% |
| Independence Bank of Kentucky |
14,721 |
16,149 |
+1,428 |
+9.70% |
| Joel Isaacson & Co. LLC |
14,571 |
15,982 |
+1,411 |
+9.68% |
| Centre Asset Management LLC |
65,544 |
71,856 |
+6,312 |
+9.63% |
| Hexagon Capital Partners LLC |
4,583 |
5,023 |
+440 |
+9.60% |
| Wealth Alliance Advisory Group LLC |
12,605 |
13,811 |
+1,206 |
+9.57% |
| Symphony Financial Ltd. Co. |
9,924 |
10,873 |
+949 |
+9.56% |
| Sage Mountain Advisors LLC |
6,283 |
6,866 |
+583 |
+9.28% |
| Capstone Triton Financial Group LLC |
5,158 |
5,634 |
+476 |
+9.23% |
| Processus Wealth & Capital Management LLC |
4,414 |
4,821 |
+407 |
+9.22% |
| Parisi Gray Wealth Management |
1,243 |
1,354 |
+111 |
+8.93% |
| Arthur M. Cohen & Associates LLC |
4,520 |
4,920 |
+400 |
+8.85% |
| CJM Wealth Advisers Ltd. |
1,425 |
1,551 |
+126 |
+8.84% |
| Livforsakringsbolaget Skandia Omsesidigt |
19,317 |
21,017 |
+1,700 |
+8.80% |
| Atlas Brown Inc. |
23,163 |
25,193 |
+2,030 |
+8.76% |
| Moody Aldrich Partners LLC |
2,676 |
2,910 |
+234 |
+8.74% |
| Gemmer Asset Management LLC |
1,748 |
1,900 |
+152 |
+8.70% |
| Eudaimonia Advisors LLC |
3,775 |
4,103 |
+328 |
+8.69% |
| Buckingham Capital Management Inc. |
44,180 |
47,989 |
+3,809 |
+8.62% |
| Ables Iannone Moore & Associates Inc. |
5,353 |
5,811 |
+458 |
+8.56% |
| West Paces Advisors Inc. |
8,410 |
9,128 |
+718 |
+8.54% |
| Woodward Diversified Capital LLC |
6,718 |
7,291 |
+573 |
+8.53% |
| Kohmann Bosshard Financial Services LLC |
2,275 |
2,467 |
+192 |
+8.44% |
| Telos Capital Management Inc. |
106,396 |
115,163 |
+8,767 |
+8.24% |
| Catalyst Financial Partners LLC |
4,977 |
5,387 |
+410 |
+8.24% |
| Pavion Blue Capital LLC |
37,335 |
40,408 |
+3,073 |
+8.23% |
| Kovack Advisors Inc. |
12,261 |
13,266 |
+1,005 |
+8.20% |
| Ausdal Financial Partners Inc. |
7,610 |
8,224 |
+614 |
+8.07% |
| Ackerman Capital Advisors LLC |
2,492 |
2,692 |
+200 |
+8.03% |
| Birchcreek Wealth Management LLC |
3,491 |
3,770 |
+279 |
+7.99% |
| Elevated Capital Advisors LLC |
13,359 |
14,421 |
+1,062 |
+7.95% |
| Douglas Lane & Associates LLC |
138,395 |
149,315 |
+10,920 |
+7.89% |
| Insight Inv LLC |
11,800 |
12,725 |
+925 |
+7.84% |
| Kathmere Capital Management LLC |
9,181 |
9,897 |
+716 |
+7.80% |
| Nvest Financial LLC |
17,865 |
19,243 |
+1,378 |
+7.71% |
| Drexel Morgan & Co. |
2,600 |
2,800 |
+200 |
+7.69% |
| Red Door Wealth Management LLC |
26,263 |
28,275 |
+2,012 |
+7.66% |
| Prentice Wealth Management LLC |
3,288 |
3,540 |
+252 |
+7.66% |
| Valeo Financial Advisors LLC |
82,835 |
89,164 |
+6,329 |
+7.64% |
| Johnson & White Wealth Management LLC |
4,471 |
4,804 |
+333 |
+7.45% |
| Financial Advisory Corp UT ADV |
1,965 |
2,110 |
+145 |
+7.38% |
| Mission Wealth Management LP |
23,747 |
25,486 |
+1,739 |
+7.32% |
| Garrett Investment Advisors LLC |
17,684 |
18,969 |
+1,285 |
+7.27% |
| Precedent Wealth Partners LLC |
6,090 |
6,532 |
+442 |
+7.26% |
| CAPROCK Group Inc. |
21,394 |
22,920 |
+1,526 |
+7.13% |
| Pettinga Financial Advisors LLC |
1,757 |
1,882 |
+125 |
+7.11% |
| PBMares Wealth Management LLC |
7,140 |
7,647 |
+507 |
+7.10% |
| Romano Brothers AND Company |
18,291 |
19,585 |
+1,294 |
+7.07% |
| Wagner Wealth Management LLC |
3,188 |
3,406 |
+218 |
+6.84% |
| AllGen Financial Advisors Inc. |
15,969 |
17,052 |
+1,083 |
+6.78% |
| Mechanics Bank Trust Department |
29,298 |
31,251 |
+1,953 |
+6.67% |
| Guardian Wealth Advisors LLC |
4,322 |
4,606 |
+284 |
+6.57% |
| Claro Advisors LLC |
19,853 |
21,156 |
+1,303 |
+6.56% |
| Hazlett Burt & Watson Inc. |
8,455 |
8,994 |
+539 |
+6.37% |
| Private Trust Co. NA |
33,150 |
35,251 |
+2,101 |
+6.34% |
| Brown Advisory Inc. |
368,958 |
392,300 |
+23,342 |
+6.33% |
| Cornell Pochily Investment Advisors Inc. |
6,372 |
6,773 |
+401 |
+6.29% |
| Marion Wealth Management |
7,888 |
8,382 |
+494 |
+6.26% |
| West Branch Capital LLC |
13,128 |
13,938 |
+810 |
+6.17% |
| Sound Income Strategies LLC |
5,114 |
5,429 |
+315 |
+6.16% |
| California Public Employees Retirement System |
9,664,323 |
10,258,502 |
+594,179 |
+6.15% |
| DekaBank Deutsche Girozentrale |
2,604,254 |
2,764,254 |
+160,000 |
+6.14% |
| Donaldson Capital Management LLC |
172,493 |
183,036 |
+10,543 |
+6.11% |
| Caliber Wealth Management LLC |
12,892 |
13,680 |
+788 |
+6.11% |
| Epic Trust Investment Advisors LLC |
2,206 |
2,340 |
+134 |
+6.07% |
| Ballentine Partners LLC |
31,907 |
33,826 |
+1,919 |
+6.01% |
| Agate Pass Investment Management LLC |
15,141 |
16,046 |
+905 |
+5.98% |
| Kellett Schaffner Wealth Advisors LLC |
1,936 |
2,051 |
+115 |
+5.94% |
| CX Institutional |
13,771 |
14,583 |
+812 |
+5.90% |
| Professional Advisory Services Inc. |
142,409 |
150,686 |
+8,277 |
+5.81% |
| United Capital Management of KS Inc. |
25,251 |
26,708 |
+1,457 |
+5.77% |
| Stockman Wealth Management Inc. |
53,148 |
56,191 |
+3,043 |
+5.73% |
| Range Financial Group LLC |
2,465 |
2,606 |
+141 |
+5.72% |
| Alta Advisers Ltd |
3,500 |
3,700 |
+200 |
+5.71% |
| Tower View Investment Management & Research LLC |
15,311 |
16,185 |
+874 |
+5.71% |
| Foster Victor Wealth Advisors LLC |
51,924 |
54,888 |
+2,964 |
+5.71% |
| American National Bank |
29,850 |
31,543 |
+1,693 |
+5.67% |
| Thompson Investment Management Inc. |
4,515 |
4,769 |
+254 |
+5.63% |
| Perigon Wealth Management LLC |
43,139 |
45,538 |
+2,399 |
+5.56% |
| TruWealth Advisors LLC |
1,409 |
1,487 |
+78 |
+5.54% |
| Whitener Capital Management Inc. |
36,532 |
38,533 |
+2,001 |
+5.48% |
| Jacobs & Co. CA |
75,515 |
79,644 |
+4,129 |
+5.47% |
| Cardinal Capital Management |
29,392 |
30,982 |
+1,590 |
+5.41% |
| Hixon Zuercher LLC |
28,002 |
29,502 |
+1,500 |
+5.36% |
| SlateStone Wealth LLC |
102,869 |
108,365 |
+5,496 |
+5.34% |
| Brio Consultants LLC |
1,540 |
1,622 |
+82 |
+5.32% |
| Sugarloaf Wealth Management LLC |
2,420 |
2,548 |
+128 |
+5.29% |
| Smith Anglin Financial LLC |
7,993 |
8,415 |
+422 |
+5.28% |
| Blue Chip Partners Inc. |
114,427 |
120,442 |
+6,015 |
+5.26% |
| Midwest Financial Group LLC |
5,154 |
5,425 |
+271 |
+5.26% |
| Foresight Capital Management Advisors Inc. |
12,799 |
13,465 |
+666 |
+5.20% |
| Virginia Wealth Management Group Inc. |
17,298 |
18,188 |
+890 |
+5.15% |
| Trueblood Wealth Management LLC |
5,243 |
5,512 |
+269 |
+5.13% |
| Relyea Zuckerberg Hanson LLC |
13,030 |
13,692 |
+662 |
+5.08% |
| Weaver Consulting Group |
2,601 |
2,732 |
+131 |
+5.04% |
| Single Point Partners LLC |
1,686 |
1,771 |
+85 |
+5.04% |
| Principle Wealth Partners LLC |
29,920 |
31,421 |
+1,501 |
+5.02% |
| Graham Capital Wealth Management LLC |
1,895 |
1,987 |
+92 |
+4.85% |
| Allied Investment Advisors LLC |
49,990 |
52,404 |
+2,414 |
+4.83% |
| Narwhal Capital Management |
53,422 |
55,995 |
+2,573 |
+4.82% |
| KAMES CAPITAL plc |
382,708 |
401,137 |
+18,429 |
+4.82% |
| CRA Financial Services LLC |
7,782 |
8,154 |
+372 |
+4.78% |
| Equitable Trust Co. |
28,508 |
29,866 |
+1,358 |
+4.76% |
| Legacy Private Trust Co. |
4,980 |
5,213 |
+233 |
+4.68% |
| Well Done LLC |
4,284 |
4,484 |
+200 |
+4.67% |
| Emerald Advisors LLC |
5,669 |
5,934 |
+265 |
+4.67% |
| Sage Capital Advisors llc |
37,379 |
39,119 |
+1,740 |
+4.66% |
| Violich Capital Management Inc. |
82,282 |
86,082 |
+3,800 |
+4.62% |
| Ayrshire Capital Management LLC |
31,951 |
33,425 |
+1,474 |
+4.61% |
| Sumitomo Life Insurance Co. |
20,210 |
21,138 |
+928 |
+4.59% |
| ZWJ Investment Counsel Inc. |
13,911 |
14,548 |
+637 |
+4.58% |
| Meridian Wealth Management LLC |
55,258 |
57,785 |
+2,527 |
+4.57% |
| Sunpointe LLC |
1,188 |
1,242 |
+54 |
+4.55% |
| Raymond James Financial Services Advisors Inc. |
958,971 |
1,002,267 |
+43,296 |
+4.51% |
| Horizon Wealth Management LLC |
1,655 |
1,729 |
+74 |
+4.47% |
| Summit Financial LLC |
9,612 |
10,035 |
+423 |
+4.40% |
| New Century Financial Group LLC |
4,386 |
4,579 |
+193 |
+4.40% |
| Northwest Bancshares Inc. |
9,163 |
9,562 |
+399 |
+4.35% |
| UMA Financial Services Inc. |
6,700 |
6,990 |
+290 |
+4.33% |
| Finer Wealth Management Inc. |
14,823 |
15,463 |
+640 |
+4.32% |
| Burt Wealth Advisors |
2,565 |
2,675 |
+110 |
+4.29% |
| Walter & Keenan Financial Consulting Co. MI ADV |
17,157 |
17,888 |
+731 |
+4.26% |
| Strategic Investment Advisors MI |
1,907 |
1,988 |
+81 |
+4.25% |
| OneAscent Wealth Management LLC |
5,792 |
6,038 |
+246 |
+4.25% |
| Windle Wealth LLC |
34,250 |
35,704 |
+1,454 |
+4.25% |
| Heartwood Wealth Advisors LLC |
3,665 |
3,820 |
+155 |
+4.23% |
| Compass Wealth Management LLC |
23,104 |
24,079 |
+975 |
+4.22% |
| ADE LLC |
1,378 |
1,436 |
+58 |
+4.21% |
| Mitchell & Pahl Private Wealth LLC |
9,403 |
9,797 |
+394 |
+4.19% |
| Capital Insight Partners LLC |
22,013 |
22,916 |
+903 |
+4.10% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
384,908 |
400,608 |
+15,700 |
+4.08% |
| Asset Dedication LLC |
25,921 |
26,974 |
+1,053 |
+4.06% |
| Liberty Capital Management Inc. |
13,628 |
14,177 |
+549 |
+4.03% |
| Vance Wealth Inc. |
1,812 |
1,885 |
+73 |
+4.03% |
| Gulf International Bank UK Ltd |
113,202 |
117,730 |
+4,528 |
+4.00% |
| MN Wealth Advisors LLC |
4,655 |
4,840 |
+185 |
+3.97% |
| Braun Bostich & Associates Inc. |
2,500 |
2,599 |
+99 |
+3.96% |
| Woodmont Investment Counsel LLC |
40,805 |
42,414 |
+1,609 |
+3.94% |
| Capital Asset Advisory Services LLC |
23,589 |
24,518 |
+929 |
+3.94% |
| Greenleaf Trust |
95,166 |
98,879 |
+3,713 |
+3.90% |
| Meyer Handelman Co. |
244,304 |
253,769 |
+9,465 |
+3.87% |
| Oldfather Financial Services LLC |
2,428 |
2,521 |
+93 |
+3.83% |
| Nilsine Partners LLC |
10,333 |
10,726 |
+393 |
+3.80% |
| Verum Partners LLC |
1,341 |
1,392 |
+51 |
+3.80% |
| Tempus Wealth Planning LLC |
7,118 |
7,387 |
+269 |
+3.78% |
| MCF Advisors LLC |
8,895 |
9,227 |
+332 |
+3.73% |
| Commons Capital LLC |
1,732 |
1,796 |
+64 |
+3.70% |
| Capital Advisors Ltd. LLC |
3,822 |
3,961 |
+139 |
+3.64% |
| Edge Wealth Management LLC |
3,040 |
3,150 |
+110 |
+3.62% |
| Financial Advisory Service Inc. |
18,310 |
18,968 |
+658 |
+3.59% |
| Somerset Trust Co |
18,313 |
18,969 |
+656 |
+3.58% |
| Welch Group LLC |
289,561 |
299,911 |
+10,350 |
+3.57% |
| MBA Advisors LLC |
6,122 |
6,340 |
+218 |
+3.56% |
| Park Place Capital Corp |
4,606 |
4,770 |
+164 |
+3.56% |
| Mogy Joel R Investment Counsel Inc. |
136,059 |
140,887 |
+4,828 |
+3.55% |
| Arbor Investment Advisors LLC |
1,718 |
1,779 |
+61 |
+3.55% |
| 180 Wealth Advisors LLC |
16,128 |
16,691 |
+563 |
+3.49% |
| Osborne Partners Capital Management LLC |
55,636 |
57,541 |
+1,905 |
+3.42% |
| LifePro Asset Management |
3,357 |
3,471 |
+114 |
+3.40% |
| Hoxton Planning & Management LLC |
1,471 |
1,521 |
+50 |
+3.40% |
| WealthShield Partners LLC |
9,233 |
9,543 |
+310 |
+3.36% |
| Signature Wealth Management Partners LLC |
4,519 |
4,669 |
+150 |
+3.32% |
| Griffin Asset Management Inc. |
19,040 |
19,670 |
+630 |
+3.31% |
| Veriti Management LLC |
41,959 |
43,340 |
+1,381 |
+3.29% |
| Clear Creek Financial Management LLC |
3,168 |
3,271 |
+103 |
+3.25% |
| BlueChip Wealth Advisors LLC |
2,522 |
2,604 |
+82 |
+3.25% |
| Miracle Mile Advisors LLC |
34,829 |
35,956 |
+1,127 |
+3.24% |
| Soltis Investment Advisors LLC |
3,998 |
4,123 |
+125 |
+3.13% |
| Hudson Valley Investment Advisors Inc. ADV |
44,838 |
46,234 |
+1,396 |
+3.11% |
| McKinley Carter Wealth Services Inc. |
39,643 |
40,861 |
+1,218 |
+3.07% |
| Capital Investment Advisory Services LLC |
8,766 |
9,035 |
+269 |
+3.07% |
| Charter Oak Capital Management LLC |
5,666 |
5,837 |
+171 |
+3.02% |
| Cornerstone Wealth Management LLC |
11,875 |
12,228 |
+353 |
+2.97% |
| Moseley Investment Management Inc. |
16,878 |
17,376 |
+498 |
+2.95% |
| GHP Investment Advisors Inc. |
60,841 |
62,618 |
+1,777 |
+2.92% |
| Sage Rhino Capital LLC |
1,581 |
1,627 |
+46 |
+2.91% |
| Triangle Securities Wealth Management |
19,414 |
19,975 |
+561 |
+2.89% |
| Abacus Wealth Partners LLC |
1,492 |
1,535 |
+43 |
+2.88% |
| Kennedy Investment Group |
8,164 |
8,398 |
+234 |
+2.87% |
| Ellsworth Advisors LLC |
11,968 |
12,309 |
+341 |
+2.85% |
| DLK Investment Management LLC |
33,980 |
34,950 |
+970 |
+2.85% |
| Westhampton Capital LLC |
27,039 |
27,802 |
+763 |
+2.82% |
| Daymark Wealth Partners LLC |
68,777 |
70,709 |
+1,932 |
+2.81% |
| Naples Global Advisors LLC |
24,054 |
24,724 |
+670 |
+2.79% |
| Graybill Bartz & Assoc Ltd. |
16,098 |
16,539 |
+441 |
+2.74% |
| Hendershot Investments Inc. |
101,129 |
103,900 |
+2,771 |
+2.74% |
| Farmers & Merchants Trust Co of Chambersburg PA |
23,135 |
23,764 |
+629 |
+2.72% |
| Marietta Wealth Management LLC |
36,966 |
37,966 |
+1,000 |
+2.71% |
| Milestone Asset Management LLC |
1,290 |
1,325 |
+35 |
+2.71% |
| Union Savings Bank |
9,852 |
10,117 |
+265 |
+2.69% |
| Sigma Investment Counselors Inc. |
4,134 |
4,244 |
+110 |
+2.66% |
| Hofer & Associates. Inc |
2,563 |
2,631 |
+68 |
+2.65% |
| Kanawha Capital Management LLC |
126,815 |
130,159 |
+3,344 |
+2.64% |
| Lineweaver Wealth Advisors LLC |
9,153 |
9,389 |
+236 |
+2.58% |
| First National Bank of Mount Dora Trust Investment Services |
3,413 |
3,500 |
+87 |
+2.55% |
| Matthew Goff Investment Advisor LLC |
56,270 |
57,702 |
+1,432 |
+2.54% |
| Salem Investment Counselors Inc. |
288,794 |
296,098 |
+7,304 |
+2.53% |
| Raymond James & Associates |
2,170,760 |
2,225,764 |
+55,004 |
+2.53% |
| Godsey & Gibb Associates |
109,672 |
112,433 |
+2,761 |
+2.52% |
| Indiana Trust & Investment Management CO |
8,372 |
8,580 |
+208 |
+2.48% |
| Cottage Street Advisors LLC |
19,632 |
20,119 |
+487 |
+2.48% |
| Center for Financial Planning Inc. |
10,112 |
10,363 |
+251 |
+2.48% |
| Pinnacle Financial Partners Inc. |
126,517 |
129,612 |
+3,095 |
+2.45% |
| Callahan Advisors LLC |
86,731 |
88,847 |
+2,116 |
+2.44% |
| Falcon Wealth Planning |
2,294 |
2,350 |
+56 |
+2.44% |
| Core Wealth Partners LLC |
6,770 |
6,935 |
+165 |
+2.44% |
| AMI Asset Management Corp |
295,363 |
302,481 |
+7,118 |
+2.41% |
| SNS Financial Group LLC |
3,443 |
3,526 |
+83 |
+2.41% |
| ERn Financial LLC |
5,788 |
5,924 |
+136 |
+2.35% |
| HB Wealth Management LLC |
96,196 |
98,455 |
+2,259 |
+2.35% |
| Smith Chas P & Associates PA Cpas |
233,073 |
238,516 |
+5,443 |
+2.34% |
| Global Retirement Partners LLC |
37,027 |
37,895 |
+868 |
+2.34% |
| Breakwater Capital Group |
4,448 |
4,552 |
+104 |
+2.34% |
| L.M. Kohn & Company |
16,991 |
17,387 |
+396 |
+2.33% |
| Bridge Creek Capital Management LLC |
36,348 |
37,193 |
+845 |
+2.32% |
| Flagship Harbor Advisors LLC |
13,013 |
13,313 |
+300 |
+2.31% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
95,523 |
97,652 |
+2,129 |
+2.23% |
| Signet Financial Management LLC |
8,463 |
8,650 |
+187 |
+2.21% |
| SOA Wealth Advisors LLC. |
4,536 |
4,636 |
+100 |
+2.20% |
| Prentiss Smith & Co. Inc. |
4,625 |
4,725 |
+100 |
+2.16% |
| Sar Wealth Management Group LLC |
1,218 |
1,244 |
+26 |
+2.13% |
| First Merchants Corp |
88,341 |
90,212 |
+1,871 |
+2.12% |
| Pinnacle Bank |
7,216 |
7,366 |
+150 |
+2.08% |
| Steele Capital Management Inc. |
3,255 |
3,321 |
+66 |
+2.03% |
| Onyx Bridge Wealth Group LLC |
2,327 |
2,374 |
+47 |
+2.02% |
| Oliver Luxxe Assets LLC |
21,903 |
22,338 |
+435 |
+1.99% |
| McAdam LLC |
1,638 |
1,670 |
+32 |
+1.95% |
| Schnieders Capital Management LLC |
34,117 |
34,774 |
+657 |
+1.93% |
| Trinity Financial Advisors LLC |
2,620 |
2,670 |
+50 |
+1.91% |
| JGP Wealth Management LLC |
42,348 |
43,148 |
+800 |
+1.89% |
| Meadow Creek Wealth Advisors LLC |
2,385 |
2,430 |
+45 |
+1.89% |
| WoodTrust Financial Corp |
58,172 |
59,253 |
+1,081 |
+1.86% |
| Canandaigua National Bank & Trust Co. |
68,135 |
69,395 |
+1,260 |
+1.85% |
| Heritage Investors Management Corp |
108,877 |
110,856 |
+1,979 |
+1.82% |
| Massmutual Trust Co. FSB ADV |
212,884 |
216,710 |
+3,826 |
+1.80% |
| Commonwealth Equity Services LLC |
882,137 |
897,907 |
+15,770 |
+1.79% |
| Schmidt P J Investment Management Inc. |
58,310 |
59,348 |
+1,038 |
+1.78% |
| Rockland Trust Co. |
212,227 |
215,989 |
+3,762 |
+1.77% |
| Toth Financial Advisory Corp |
55,970 |
56,959 |
+989 |
+1.77% |
| NorthCrest Asset Manangement LLC |
122,339 |
124,504 |
+2,165 |
+1.77% |
| North Star Investment Management Corp. |
76,494 |
77,834 |
+1,340 |
+1.75% |
| Legacy Trust |
10,024 |
10,196 |
+172 |
+1.72% |
| Adviser Investments LLC |
217,482 |
221,163 |
+3,681 |
+1.69% |
| Coston McIsaac & Partners |
37,030 |
37,654 |
+624 |
+1.69% |
| Orgel Wealth Management LLC |
1,845 |
1,876 |
+31 |
+1.68% |
| Bath Savings Trust Co |
71,688 |
72,887 |
+1,199 |
+1.67% |
| Bill Few Associates Inc. |
23,959 |
24,356 |
+397 |
+1.66% |
| Sunesis Advisors LLC |
6,056 |
6,156 |
+100 |
+1.65% |
| Stableford Capital II LLC |
6,131 |
6,232 |
+101 |
+1.65% |
| MEMBERS Trust Co |
6,387 |
6,492 |
+105 |
+1.64% |
| Hamel Associates Inc. |
11,933 |
12,128 |
+195 |
+1.63% |
| Legacy Wealth Asset Management LLC |
4,023 |
4,088 |
+65 |
+1.62% |
| DORCHESTER WEALTH MANAGEMENT Co |
52,830 |
53,680 |
+850 |
+1.61% |
| Cullinan Associates Inc. |
29,125 |
29,588 |
+463 |
+1.59% |
| First Personal Financial Services |
34,614 |
35,163 |
+549 |
+1.59% |
| Liberty One Investment Management LLC |
125,869 |
127,846 |
+1,977 |
+1.57% |
| Security Financial Services INC. |
3,882 |
3,943 |
+61 |
+1.57% |
| Blue Bell Private Wealth Management LLC |
773 |
785 |
+12 |
+1.55% |
| Revolve Wealth Partners LLC |
1,996 |
2,027 |
+31 |
+1.55% |
| Adamsbrown Wealth Consultants LLC |
6,970 |
7,078 |
+108 |
+1.55% |
| Massachusetts Wealth Management |
12,981 |
13,181 |
+200 |
+1.54% |
| MV Capital Management Inc. |
3,300 |
3,349 |
+49 |
+1.48% |
| S.A. Mason LLC |
9,583 |
9,724 |
+141 |
+1.47% |
| West Oak Capital LLC |
11,489 |
11,654 |
+165 |
+1.44% |
| Maltin Wealth Management Inc. |
7,216 |
7,319 |
+103 |
+1.43% |
| Sendero Wealth Management LLC |
20,680 |
20,974 |
+294 |
+1.42% |
| Harbour Trust & Investment Management Co |
80,822 |
81,962 |
+1,140 |
+1.41% |
| Register Financial Advisors LLC |
3,862 |
3,916 |
+54 |
+1.40% |
| Aspire Private Capital LLC |
3,301 |
3,347 |
+46 |
+1.39% |
| Talbot Financial LLC |
50,537 |
51,240 |
+703 |
+1.39% |
| CORDA Investment Management LLC. |
267,742 |
271,427 |
+3,685 |
+1.38% |
| Exeter Financial LLC |
22,861 |
23,166 |
+305 |
+1.33% |
| Perkins Coie Trust Co |
33,758 |
34,203 |
+445 |
+1.32% |
| Culbertson A N & Co. Inc. |
61,428 |
62,234 |
+806 |
+1.31% |
| Fragasso Group Inc. |
22,396 |
22,690 |
+294 |
+1.31% |
| Sunflower Bank N.A. |
2,362 |
2,392 |
+30 |
+1.27% |
| Carret Asset Management LLC |
62,556 |
63,331 |
+775 |
+1.24% |
| Advance Capital Management Inc. |
1,867 |
1,890 |
+23 |
+1.23% |
| International Assets Investment Management LLC |
18,006 |
18,223 |
+217 |
+1.21% |
| RBA Wealth Management LLC |
27,436 |
27,763 |
+327 |
+1.19% |
| Wendell David Associates Inc. |
91,316 |
92,386 |
+1,070 |
+1.17% |
| Bond & Devick Financial Network Inc. |
2,171 |
2,196 |
+25 |
+1.15% |
| Powers Advisory Group LLC |
7,061 |
7,141 |
+80 |
+1.13% |
| Spire Wealth Management |
54,461 |
55,072 |
+611 |
+1.12% |
| V Square Quantitative Management LLC |
16,220 |
16,400 |
+180 |
+1.11% |
| SignalPoint Asset Management LLC |
7,448 |
7,529 |
+81 |
+1.09% |
| Royal Fund Management LLC |
4,689 |
4,739 |
+50 |
+1.07% |
| Objectivity Squared LLC |
1,964 |
1,985 |
+21 |
+1.07% |
| Allen Mooney & Barnes Investment Advisors LLC |
44,679 |
45,148 |
+469 |
+1.05% |
| Zhang Financial LLC |
18,804 |
18,999 |
+195 |
+1.04% |
| Armstrong Henry H Associates Inc. |
17,142 |
17,319 |
+177 |
+1.03% |
| Charter Trust Co. |
63,764 |
64,413 |
+649 |
+1.02% |
| Tsfg LLC |
2,512 |
2,537 |
+25 |
+1.00% |
| Eldred Rock Partners LLC |
34,442 |
34,788 |
+346 |
+1.00% |
| NBC Securities Inc. |
26,264 |
26,523 |
+259 |
+0.99% |
| Centurion Wealth Management LLC |
2,048 |
2,068 |
+20 |
+0.98% |
| Pioneer Trust Bank N A OR |
60,489 |
61,077 |
+588 |
+0.97% |
| Astoria Portfolio Advisors LLC. |
2,355 |
2,377 |
+22 |
+0.93% |
| Leavell Investment Management Inc. |
19,204 |
19,381 |
+177 |
+0.92% |
| Vantage Investment Partners LLC |
75,932 |
76,629 |
+697 |
+0.92% |
| Hennion & Walsh Asset Management Inc. |
13,985 |
14,113 |
+128 |
+0.92% |
| Patrick M Sweeney & Associates Inc. |
6,993 |
7,056 |
+63 |
+0.90% |
| Garland Capital Management Inc. |
32,185 |
32,470 |
+285 |
+0.89% |
| Retirement Group LLC |
112 |
113 |
+1 |
+0.89% |
| Renaissance Investment Group LLC |
49,676 |
50,113 |
+437 |
+0.88% |
| Strategy Asset Managers LLC |
6,575 |
6,632 |
+57 |
+0.87% |
| BCM Advisors LLC |
21,759 |
21,947 |
+188 |
+0.86% |
| Arbor Trust Wealth Advisors LLC |
6,497 |
6,553 |
+56 |
+0.86% |
| Catalyst Capital Advisors LLC |
1,293 |
1,304 |
+11 |
+0.85% |
| BSW Wealth Partners |
15,655 |
15,785 |
+130 |
+0.83% |
| Gleason Group Inc. |
613 |
618 |
+5 |
+0.82% |
| Newton One Investments LLC |
737 |
743 |
+6 |
+0.81% |
| Stratos Wealth Partners LTD. |
78,652 |
79,283 |
+631 |
+0.80% |
| Cooper Financial Group |
3,027 |
3,051 |
+24 |
+0.79% |
| Axiom Financial Strategies LLC |
1,396 |
1,407 |
+11 |
+0.79% |
| Waypoint Capital Advisors LLC |
5,078 |
5,118 |
+40 |
+0.79% |
| Troy Asset Management Ltd |
476,451 |
480,096 |
+3,645 |
+0.77% |
| GPS Wealth Strategies Group LLC |
21,166 |
21,330 |
+164 |
+0.77% |
| Oak Asset Management LLC |
20,099 |
20,251 |
+152 |
+0.76% |
| Sumitomo Mitsui Trust Holdings Inc. |
3,894,900 |
3,924,121 |
+29,221 |
+0.75% |
| CHICAGO TRUST Co NA |
23,025 |
23,197 |
+172 |
+0.75% |
| VERITY Wealth Advisors |
6,786 |
6,837 |
+51 |
+0.75% |
| Fingerlakes Wealth Management Inc. |
1,466 |
1,477 |
+11 |
+0.75% |
| Sovereign Financial Group Inc. |
4,298 |
4,330 |
+32 |
+0.74% |
| Lantz Financial LLC |
12,329 |
12,419 |
+90 |
+0.73% |
| OmniStar Financial Group Inc. |
4,251 |
4,281 |
+30 |
+0.71% |
| Burkett Financial Services LLC |
561 |
565 |
+4 |
+0.71% |
| JJJ Advisors Inc. |
2,011 |
2,025 |
+14 |
+0.70% |
| Twelve Points Wealth Management LLC |
8,704 |
8,764 |
+60 |
+0.69% |
| McNamara Financial Services Inc. |
9,071 |
9,133 |
+62 |
+0.68% |
| Chicago Capital LLC |
45,980 |
46,293 |
+313 |
+0.68% |
| Bull Street Advisors LLC |
20,080 |
20,216 |
+136 |
+0.68% |
| Maryland State Retirement & Pension System |
107,257 |
107,973 |
+716 |
+0.67% |
| Financial Freedom LLC |
906 |
912 |
+6 |
+0.66% |
| Castle Wealth Management LLC |
3,794 |
3,818 |
+24 |
+0.63% |
| Marino Stram & Associates LLC |
18,618 |
18,734 |
+116 |
+0.62% |
| Sandbox Financial Partners LLC |
1,764 |
1,775 |
+11 |
+0.62% |
| Parthenon LLC |
100,795 |
101,407 |
+612 |
+0.61% |
| American Financial Advisors LLC |
1,805 |
1,816 |
+11 |
+0.61% |
| Colton Groome Financial Advisors LLC |
6,817 |
6,858 |
+41 |
+0.60% |
| Capital Advisors Inc. OK |
1,738,552 |
1,748,646 |
+10,094 |
+0.58% |
| Zurcher Kantonalbank Zurich Cantonalbank |
535,458 |
538,589 |
+3,131 |
+0.58% |
| Azzad Asset Management Inc. ADV |
24,853 |
24,994 |
+141 |
+0.57% |
| Sky Investment Group LLC |
74,212 |
74,632 |
+420 |
+0.57% |
| First United Bank Trust |
13,644 |
13,721 |
+77 |
+0.56% |
| Silicon Valley Capital Partners |
355 |
357 |
+2 |
+0.56% |
| Fulcrum Capital LLC |
48,931 |
49,207 |
+276 |
+0.56% |
| Harbour Capital Advisors LLC |
27,446 |
27,591 |
+145 |
+0.53% |
| Radnor Capital Management LLC |
18,861 |
18,961 |
+100 |
+0.53% |
| MTM Investment Management LLC |
7,529 |
7,569 |
+40 |
+0.53% |
| Financial Security Advisor Inc. |
2,648 |
2,662 |
+14 |
+0.53% |
| Wells Trecaso Financial Group LLC |
6,768 |
6,803 |
+35 |
+0.52% |
| YHB Investment Advisors Inc. |
81,515 |
81,926 |
+411 |
+0.50% |
| Security National Bank |
22,359 |
22,471 |
+112 |
+0.50% |
| Marks Group Wealth Management Inc |
3,402 |
3,419 |
+17 |
+0.50% |
| Atwood & Palmer Inc. |
13,527 |
13,593 |
+66 |
+0.49% |
| Shepherd Financial Partners LLC |
7,315 |
7,351 |
+36 |
+0.49% |
| Horrell Capital Management Inc. |
30,474 |
30,621 |
+147 |
+0.48% |
| Cadent Capital Advisors LLC |
20,063 |
20,160 |
+97 |
+0.48% |
| Cherry Creek Investment Advisors Inc. |
3,669 |
3,686 |
+17 |
+0.46% |
| Pinnacle West Asset Management Inc. |
5,405 |
5,430 |
+25 |
+0.46% |
| Fulton Bank N.A. |
19,792 |
19,882 |
+90 |
+0.45% |
| Zullo Investment Group Inc. |
7,560 |
7,592 |
+32 |
+0.42% |
| Czech National Bank |
240,839 |
241,832 |
+993 |
+0.41% |
| Moody National Bank Trust Division |
18,469 |
18,542 |
+73 |
+0.40% |
| Westbourne Investment Advisors Inc. |
10,350 |
10,391 |
+41 |
+0.40% |
| Detalus Advisors LLC |
11,377 |
11,423 |
+46 |
+0.40% |
| Aua Capital Management LLC |
2,579 |
2,589 |
+10 |
+0.39% |
| Atlas Private Wealth Management |
9,986 |
10,025 |
+39 |
+0.39% |
| Hartford Financial Management Inc. |
30,590 |
30,705 |
+115 |
+0.38% |
| M. Kraus & Co |
57,419 |
57,638 |
+219 |
+0.38% |
| Walker Asset Management LLC |
1,942 |
1,949 |
+7 |
+0.36% |
| West Coast Financial LLC |
84,954 |
85,232 |
+278 |
+0.33% |
| Cambridge Investment Research Advisors Inc. |
323,864 |
324,889 |
+1,025 |
+0.32% |
| Morris Financial Concepts Inc. |
4,725 |
4,739 |
+14 |
+0.30% |
| LexAurum Advisors LLC |
2,386 |
2,393 |
+7 |
+0.29% |
| Monterey Private Wealth Inc. |
7,633 |
7,655 |
+22 |
+0.29% |
| Coerente Capital Management |
132,538 |
132,922 |
+384 |
+0.29% |
| Ellenbecker Investment Group |
6,747 |
6,765 |
+18 |
+0.27% |
| Pine Haven Investment Counsel Inc |
9,181 |
9,206 |
+25 |
+0.27% |
| Anderson Hoagland & Co. |
1,530 |
1,534 |
+4 |
+0.26% |
| Dechtman Wealth Management LLC |
5,438 |
5,452 |
+14 |
+0.26% |
| Ipswich Investment Management Co. Inc. |
25,665 |
25,727 |
+62 |
+0.24% |
| Cary Street Partners Asset Management LLC |
2,468 |
2,474 |
+6 |
+0.24% |
| Keene & Associates Inc. |
18,983 |
19,028 |
+45 |
+0.24% |
| Dakota Community Bank & Trust NA |
2,469 |
2,475 |
+6 |
+0.24% |
| Papp L Roy & Associates |
44,964 |
45,069 |
+105 |
+0.23% |
| North Point Portfolio Managers Corp OH |
71,373 |
71,534 |
+161 |
+0.23% |
| O ROURKE & COMPANY Inc |
1,765 |
1,769 |
+4 |
+0.23% |
| Allegiance Financial Group Advisory Services LLC |
1,292 |
1,295 |
+3 |
+0.23% |
| Marshall & Sullivan Inc. WA |
30,762 |
30,831 |
+69 |
+0.22% |
| Northstar Asset Management LLC |
18,108 |
18,148 |
+40 |
+0.22% |
| Barry Investment Advisors LLC |
2,263 |
2,268 |
+5 |
+0.22% |
| Synergy Financial Management LLC |
1,791 |
1,795 |
+4 |
+0.22% |
| Crescent Sterling Ltd. |
20,178 |
20,223 |
+45 |
+0.22% |
| Randolph Co Inc |
139,123 |
139,409 |
+286 |
+0.21% |
| Legacy Bridge LLC |
4,856 |
4,866 |
+10 |
+0.21% |
| Compton Financial Group LLC |
1,434 |
1,437 |
+3 |
+0.21% |
| Chesley Taft & Associates LLC |
240,269 |
240,739 |
+470 |
+0.20% |
| Meritage Portfolio Management |
7,206 |
7,220 |
+14 |
+0.19% |
| Delta Capital Management LLC |
21,410 |
21,450 |
+40 |
+0.19% |
| Lincoln Capital LLC |
17,113 |
17,145 |
+32 |
+0.19% |
| B & T Capital Management DBA Alpha Capital Management |
22,973 |
23,015 |
+42 |
+0.18% |
| Octavia Wealth Advisors LLC |
15,142 |
15,169 |
+27 |
+0.18% |
| Ellis Investment Partners LLC |
6,311 |
6,322 |
+11 |
+0.17% |
| Planning Center Inc. |
1,192 |
1,194 |
+2 |
+0.17% |
| Bellevue Asset Management LLC |
2,032 |
2,035 |
+3 |
+0.15% |
| Albion Financial Group UT |
37,458 |
37,510 |
+52 |
+0.14% |
| Evanson Asset Management LLC |
2,098 |
2,101 |
+3 |
+0.14% |
| Farmers & Merchants Investments Inc. |
168,699 |
168,920 |
+221 |
+0.13% |
| Dravo Bay LLC |
2,979 |
2,983 |
+4 |
+0.13% |
| Financial Management Network Inc. |
2,709 |
2,712 |
+3 |
+0.11% |
| Lakeridge Wealth Management LLC |
5,586 |
5,592 |
+6 |
+0.11% |
| DeDora Capital Inc. |
3,035 |
3,038 |
+3 |
+0.10% |
| Clarus Group Inc. |
5,145 |
5,150 |
+5 |
+0.10% |
| Cranbrook Wealth Management LLC |
3,676 |
3,679 |
+3 |
+0.08% |
| Sage Investment Advisers LLC |
1,281 |
1,282 |
+1 |
+0.08% |
| Olistico Wealth LLC |
1,201 |
1,202 |
+1 |
+0.08% |
| First National Bank |
4,318 |
4,321 |
+3 |
+0.07% |
| N.E.W. Advisory Services LLC |
2,706 |
2,708 |
+2 |
+0.07% |
| Borer Denton & Associates Inc. |
60,346 |
60,387 |
+41 |
+0.07% |
| Busey Wealth Management |
223,044 |
223,179 |
+135 |
+0.06% |
| Retirement Systems of Alabama |
552,306 |
552,656 |
+350 |
+0.06% |
| Orser Capital Management LLC |
16,163 |
16,173 |
+10 |
+0.06% |
| Oak Harbor Wealth Partners LLC |
6,244 |
6,248 |
+4 |
+0.06% |
| Townsend & Associates Inc |
3,981 |
3,983 |
+2 |
+0.05% |
| Alaska Permanent Fund Corp |
63,050 |
63,075 |
+25 |
+0.04% |
| Murphy Middleton Hinkle & Parker Inc. |
5,038 |
5,040 |
+2 |
+0.04% |
| Arkfeld Wealth Strategies L.L.C. |
2,707 |
2,708 |
+1 |
+0.04% |
| Horst & Graben Wealth Management LLC |
2,393 |
2,394 |
+1 |
+0.04% |
| Institute for Wealth Management LLC. |
3,376 |
3,377 |
+1 |
+0.03% |
| WASHINGTON TRUST Co |
116,740 |
116,763 |
+23 |
+0.02% |
| Wolff Financial Management LLC |
5,977 |
5,978 |
+1 |
+0.02% |
| Fruth Investment Management |
28,879 |
28,881 |
+2 |
+0.01% |
| 13F Filers Reporting New Positions In PEP |
|---|
| Cooksen Wealth LLC |
0 |
0 |
UNCH |
100% |
| American National Bank & Trust Co. VA |
0 |
30,049 |
+30,049 |
+100% |
| Hartline Investment Corp |
0 |
11,797 |
+11,797 |
+100% |
| Wedge Capital Management L L P NC |
0 |
2,536 |
+2,536 |
+100% |
| Matrix Asset Advisors Inc. NY |
0 |
8,686 |
+8,686 |
+100% |
| Arvest Investments Inc. |
0 |
4,472 |
+4,472 |
+100% |
| Mainstay Capital Management LLC ADV |
0 |
3,837 |
+3,837 |
+100% |
| Hennessy Advisors Inc. |
0 |
31,400 |
+31,400 |
+100% |
| Westend Capital Management LLC |
0 |
243 |
+243 |
+100% |
| Phillips Financial Management LLC |
0 |
1,300 |
+1,300 |
+100% |
| Focused Investors Fund L P |
0 |
579,000 |
+579,000 |
+100% |
| Tributary Capital Management LLC |
0 |
509 |
+509 |
+100% |
| Confluence Investment Management LLC |
0 |
949,904 |
+949,904 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
214,655 |
+214,655 |
+100% |
| Retirement Planning Group |
0 |
1,189 |
+1,189 |
+100% |
| Community Financial Services Group LLC |
0 |
1,217 |
+1,217 |
+100% |
| Silver Lake Advisory LLC |
0 |
5,644 |
+5,644 |
+100% |
| Tarbox Family Office Inc. |
0 |
4,988 |
+4,988 |
+100% |
| BTC Capital Management Inc. |
0 |
69,651 |
+69,651 |
+100% |
| Donald L. Hagan LLC |
0 |
6,517 |
+6,517 |
+100% |
| LGL Partners LLC |
0 |
1,146 |
+1,146 |
+100% |
| Horizon Financial Services LLC |
0 |
144 |
+144 |
+100% |
| Tandem Investment Advisors Inc. |
0 |
1,611 |
+1,611 |
+100% |
| GenTrust LLC |
0 |
1,388 |
+1,388 |
+100% |
| SpiderRock Advisors LLC |
0 |
73,163 |
+73,163 |
+100% |
| Nova R Wealth Inc. |
0 |
1,179 |
+1,179 |
+100% |
| Nikulski Financial Inc. |
0 |
2,432 |
+2,432 |
+100% |
| Pasadena Private Wealth LLC |
0 |
1,378 |
+1,378 |
+100% |
| Threadgill Financial LLC |
0 |
2,526 |
+2,526 |
+100% |
| Safir Wealth Advisors LLC |
0 |
1,410 |
+1,410 |
+100% |
| Legacy Financial Group LLC |
0 |
1,418 |
+1,418 |
+100% |
| WD Rutherford LLC |
0 |
2,880 |
+2,880 |
+100% |
| True Link Financial Advisors LLC |
0 |
2,323 |
+2,323 |
+100% |
| Fermata Advisors LLC |
0 |
1,174 |
+1,174 |
+100% |
| Strategic Financial Concepts LLC |
0 |
1,305 |
+1,305 |
+100% |
| Activest Wealth Management |
0 |
45 |
+45 |
+100% |
| Mason & Associates LLC |
0 |
13,465 |
+13,465 |
+100% |
| Scott Capital Advisors LLC |
0 |
1,176 |
+1,176 |
+100% |
| Eagle Strategies LLC |
0 |
2,610 |
+2,610 |
+100% |
| Kathleen S. Wright Associates Inc. |
0 |
200 |
+200 |
+100% |
| Consilio Wealth Advisors LLC |
0 |
1,635 |
+1,635 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
109 |
+109 |
+100% |
| Eagle Rock Investment Company LLC |
0 |
16,994 |
+16,994 |
+100% |
| Lansing Street Advisors |
0 |
1,485 |
+1,485 |
+100% |
| Global Assets Advisory LLC |
0 |
162,082 |
+162,082 |
+100% |
| WS Portfolio Advisory LLC |
0 |
39,811 |
+39,811 |
+100% |
| St. Louis Financial Planners Asset Management LLC |
0 |
10,733 |
+10,733 |
+100% |
| TrueMark Investments LLC |
0 |
7,095 |
+7,095 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
270 |
+270 |
+100% |
| Eagle Wealth Strategies LLC |
0 |
2,742 |
+2,742 |
+100% |
| Focus Financial Network Inc. |
0 |
14,475 |
+14,475 |
+100% |
| Conscious Wealth Investments LLC |
0 |
13,731 |
+13,731 |
+100% |
| nVerses Capital LLC |
0 |
200 |
+200 |
+100% |
| Edge Financial Advisors LLC |
0 |
4,581 |
+4,581 |
+100% |
| Duncan Williams Asset Management LLC |
0 |
3,703 |
+3,703 |
+100% |
| Bennett Associates Wealth Management |
0 |
2,812 |
+2,812 |
+100% |
| Triad Wealth Partners LLC |
0 |
1,763 |
+1,763 |
+100% |
| Accordant Advisory Group Inc |
0 |
347 |
+347 |
+100% |
| Foguth Wealth Management LLC. |
0 |
1,941 |
+1,941 |
+100% |
| Emprise Bank |
0 |
10,379 |
+10,379 |
+100% |
| Tenon Financial LLC |
0 |
1,498 |
+1,498 |
+100% |
| Diversify Advisory Services LLC |
0 |
24,449 |
+24,449 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adams Diversified Equity Fund Inc. |
47,800 |
47,800 |
UNCH |
0.00% |
| OLD Republic International Corporation |
386,800 |
386,800 |
UNCH |
0.00% |
| Horizon Bancorp Inc. IN |
188 |
188 |
UNCH |
0.00% |
| First National Corp MA ADV |
1,569 |
1,569 |
UNCH |
0.00% |
| Stewart & Patten Co. LLC |
4,493 |
4,493 |
UNCH |
0.00% |
| Chapin Davis Inc. |
11,440 |
11,440 |
UNCH |
0.00% |
| Campbell Newman Asset Management Inc. |
9,454 |
9,454 |
UNCH |
0.00% |
| Connable Office Inc. |
15,772 |
15,772 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
2,753 |
2,753 |
UNCH |
0.00% |
| Compass Capital Management Inc. |
3,788 |
3,788 |
UNCH |
0.00% |
| Pennsylvania Capital Management Inc. ADV |
1,309 |
1,309 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
354,826 |
354,826 |
UNCH |
0.00% |
| Cortland Associates Inc. MO |
1,712 |
1,712 |
UNCH |
0.00% |
| WELLCOME TRUST LTD THE as trustee of the WELLCOME TRUST |
2,000,000 |
2,000,000 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
2,400 |
2,400 |
UNCH |
0.00% |
| Shikiar Asset Management Inc. |
2,050 |
2,050 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
20,296 |
20,296 |
UNCH |
0.00% |
| Advanced Asset Management Advisors Inc |
26,968 |
26,968 |
UNCH |
0.00% |
| Harbor Advisory Corp MA |
30,272 |
30,272 |
UNCH |
0.00% |
| Independent Investors Inc. |
19,963 |
19,963 |
UNCH |
0.00% |
| Family Capital Trust Co |
32,927 |
32,927 |
UNCH |
0.00% |
| Bourne Lent Asset Management Inc. |
3,625 |
3,625 |
UNCH |
0.00% |
| Conestoga Capital Advisors LLC |
1,450 |
1,450 |
UNCH |
0.00% |
| Chickasaw Capital Management LLC |
4,590 |
4,590 |
UNCH |
0.00% |
| Profit Investment Management LLC |
4,333 |
4,333 |
UNCH |
0.00% |
| America First Investment Advisors LLC |
2,819 |
2,819 |
UNCH |
0.00% |
| Guild Investment Management Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
1,104 |
1,104 |
UNCH |
0.00% |
| Beech Hill Advisors Inc. |
1,190 |
1,190 |
UNCH |
0.00% |
| Guardian Investment Management |
10,080 |
10,080 |
UNCH |
0.00% |
| Merrion Investment Management Co LLC |
3,595 |
3,595 |
UNCH |
0.00% |
| Adams Asset Advisors LLC |
26,722 |
26,722 |
UNCH |
0.00% |
| Reik & CO. LLC |
4,305 |
4,305 |
UNCH |
0.00% |
| Boston Common Asset Management LLC |
1,400 |
1,400 |
UNCH |
0.00% |
| Guinness Atkinson Asset Management Inc |
4,092 |
4,092 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
3,610 |
3,610 |
UNCH |
0.00% |
| Eagle Ridge Investment Management |
4,351 |
4,351 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
390,430 |
390,430 |
UNCH |
0.00% |
| Bright Rock Capital Management LLC |
45,000 |
45,000 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
300 |
300 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
2,280 |
2,280 |
UNCH |
0.00% |
| Copeland Capital Management LLC |
500 |
500 |
UNCH |
0.00% |
| National Mutual Insurance Federation of Agricultural Cooperatives |
61,000 |
61,000 |
UNCH |
0.00% |
| A. D. Beadell Investment Counsel Inc. |
13,010 |
13,010 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
258 |
258 |
UNCH |
0.00% |
| Riverview Trust Co |
3,341 |
3,341 |
UNCH |
0.00% |
| R.H. Dinel Investment Counsel Inc. |
16,998 |
16,998 |
UNCH |
0.00% |
| Community Bank of Raymore |
1,695 |
1,695 |
UNCH |
0.00% |
| CKW Financial Group |
1 |
1 |
UNCH |
0.00% |
| Stanley Laman Group Ltd. |
2,452 |
2,452 |
UNCH |
0.00% |
| Grassi Investment Management |
37,800 |
37,800 |
UNCH |
0.00% |
| Ironwood Financial llc |
1,872 |
1,872 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
621 |
621 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
454 |
454 |
UNCH |
0.00% |
| Edmonds Duncan Registered Investment Advisors LLC |
34,984 |
34,984 |
UNCH |
0.00% |
| Cascade Investment Advisors Inc. |
2,097 |
2,097 |
UNCH |
0.00% |
| New Capital Management LP |
58,296 |
58,296 |
UNCH |
0.00% |
| Symmetry Partners LLC |
13,228 |
13,228 |
UNCH |
0.00% |
| Covenant Asset Management LLC |
3,543 |
3,543 |
UNCH |
0.00% |
| Peterson Wealth Advisors LLC |
1,277 |
1,277 |
UNCH |
0.00% |
| Uncommon Cents Investing LLC |
3,737 |
3,737 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
681 |
681 |
UNCH |
0.00% |
| Solstein Capital LLC |
4,406 |
4,406 |
UNCH |
0.00% |
| APCM Wealth Management for Individuals |
2,837 |
2,837 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
971 |
971 |
UNCH |
0.00% |
| Grant Street Asset Management Inc. |
1,506 |
1,506 |
UNCH |
0.00% |
| Essex Savings Bank |
20,479 |
20,479 |
UNCH |
0.00% |
| Independent Family Office LLC |
1,792 |
1,792 |
UNCH |
0.00% |
| McGuire Investment Group LLC |
2,109 |
2,109 |
UNCH |
0.00% |
| Inlet Private Wealth LLC |
14,256 |
14,256 |
UNCH |
0.00% |
| Compton Wealth Advisory Group LLC |
11,796 |
11,796 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
228 |
228 |
UNCH |
0.00% |
| ERTS Wealth Advisors LLC |
2,581 |
2,581 |
UNCH |
0.00% |
| Atwater Malick LLC |
2,679 |
2,679 |
UNCH |
0.00% |
| Wesleyan Assurance Society |
64,300 |
64,300 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
500 |
500 |
UNCH |
0.00% |
| Benchmark Wealth Management LLC |
1,871 |
1,871 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
20,028 |
20,028 |
UNCH |
0.00% |
| Triton Wealth Management PLLC |
4,879 |
4,879 |
UNCH |
0.00% |
| BCS Wealth Management |
1,534 |
1,534 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
249 |
249 |
UNCH |
0.00% |
| Provident Wealth Management LLC |
1,594 |
1,594 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
258 |
258 |
UNCH |
0.00% |
| Cairn Investment Group Inc. |
3,733 |
3,733 |
UNCH |
0.00% |
| SkyOak Wealth LLC |
5,810 |
5,810 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
6,830 |
6,830 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
88 |
88 |
UNCH |
0.00% |
| Magnolia Capital Management Ltd. |
6,124 |
6,124 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
510 |
510 |
UNCH |
0.00% |
| Blue Zone Wealth Advisors LLC |
4,551 |
4,551 |
UNCH |
0.00% |
| American Institute for Advanced Investment Management LLP |
2,805 |
2,805 |
UNCH |
0.00% |
| Davis Capital Management |
552 |
552 |
UNCH |
0.00% |
| Citadel Investment Advisory Inc. |
16,121 |
16,121 |
UNCH |
0.00% |
| StrongBox Wealth LLC |
13,769 |
13,769 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
1,574 |
1,574 |
UNCH |
0.00% |
| Skyline Advisors Inc. |
1,653 |
1,653 |
UNCH |
0.00% |
| TriaGen Wealth Management LLC |
1,292 |
1,292 |
UNCH |
0.00% |
| Bluesphere Advisors LLC |
1,210 |
1,210 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
149 |
149 |
UNCH |
0.00% |
| Cohen Investment Advisors LLC |
1,558 |
1,558 |
UNCH |
0.00% |
| Robbins Farley LLC |
33 |
33 |
UNCH |
0.00% |
| Alliance Wealth Advisors LLC |
4,506 |
4,506 |
UNCH |
0.00% |
| Howard Capital Management Group LLC |
4,478 |
4,478 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
105 |
105 |
UNCH |
0.00% |
| Cornerstone Wealth Advisors Inc. |
1,572 |
1,572 |
UNCH |
0.00% |
| Pinnacle Wealth Management Group Inc. |
10,305 |
10,305 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,770 |
1,770 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
207 |
207 |
UNCH |
0.00% |
| ShankerValleau Wealth Advisors Inc. |
8,329 |
8,329 |
UNCH |
0.00% |
| Claris Advisors LLC MO |
1,891 |
1,891 |
UNCH |
0.00% |
| PCG Wealth Advisors LLC |
2,848 |
2,848 |
UNCH |
0.00% |
| AHL Investment Management Inc. |
10,494 |
10,494 |
UNCH |
0.00% |
| Next Level Private LLC |
1,276 |
1,276 |
UNCH |
0.00% |
| First International Bank & Trust |
2,958 |
2,958 |
UNCH |
0.00% |
| Red Tortoise LLC |
153 |
153 |
UNCH |
0.00% |
| City State Bank |
1,667 |
1,667 |
UNCH |
0.00% |
| Intelligent Financial Strategies |
3,706 |
3,706 |
UNCH |
0.00% |
| Spinnaker Investment Group LLC |
3,095 |
3,095 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
411 |
411 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
428 |
428 |
UNCH |
0.00% |
| Family CFO Inc |
125 |
125 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
100 |
100 |
UNCH |
0.00% |
| Smallwood Wealth Investment Management LLC |
3,506 |
3,506 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
78 |
78 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
5,397 |
5,397 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
300 |
300 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
289 |
289 |
UNCH |
0.00% |
| Horizons Wealth Management |
13 |
13 |
UNCH |
0.00% |
| Forza Wealth Management LLC |
5,825 |
5,825 |
UNCH |
0.00% |
| GEM Asset Management LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Davis Investment Partners LLC |
1,339 |
1,339 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
105 |
105 |
UNCH |
0.00% |
| Lakewood Asset Management LLC |
1,597 |
1,597 |
UNCH |
0.00% |
| Hudson Canyon Capital Management |
10,350 |
10,350 |
UNCH |
0.00% |
| Michael S. Ryan Inc. |
2,168 |
2,168 |
UNCH |
0.00% |
| Arcataur Capital Management LLC |
2,966 |
2,966 |
UNCH |
0.00% |
| Dupree Financial Group LLC |
2,936 |
2,936 |
UNCH |
0.00% |
| Armstrong Fleming & Moore Inc |
5,229 |
5,229 |
UNCH |
0.00% |
| Halpern Financial Inc. |
127 |
127 |
UNCH |
0.00% |
| CAP Partners LLC |
1,271 |
1,271 |
UNCH |
0.00% |
| Naples Money Management LLC |
209 |
209 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
324 |
324 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
105 |
105 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
12,083 |
12,083 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
549 |
549 |
UNCH |
0.00% |
| Mustard Seed Financial LLC |
4,328 |
4,328 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
256 |
256 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
332 |
332 |
UNCH |
0.00% |
| Walden Wealth Partners LLC |
1,387 |
1,387 |
UNCH |
0.00% |
| 13F Filers Decreasing PEP Share Count |
|---|
| USA Financial Portformulas Corp |
2,219 |
9 |
-2,210 |
-99.59% |
| Cutler Group LP |
3,784 |
45 |
-3,739 |
-98.81% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
233,073 |
19,425 |
-213,648 |
-91.67% |
| Summit Global Investments |
98,638 |
9,228 |
-89,410 |
-90.64% |
| AustralianSuper Pty Ltd |
240,500 |
41,361 |
-199,139 |
-82.80% |
| Fairman Group LLC |
323 |
76 |
-247 |
-76.47% |
| Mayflower Financial Advisors LLC |
46,662 |
13,328 |
-33,334 |
-71.44% |
| CFM Wealth Partners LLC |
16,016 |
4,609 |
-11,407 |
-71.22% |
| Simplex Trading LLC |
80,144 |
23,084 |
-57,060 |
-71.20% |
| Advisor Resource Council |
9,323 |
2,705 |
-6,618 |
-70.99% |
| Platte River Wealth Advisors LLC |
3,960 |
1,280 |
-2,680 |
-67.68% |
| Stratos Wealth Advisors LLC |
41,212 |
14,478 |
-26,734 |
-64.87% |
| Annapolis Financial Services LLC |
515 |
187 |
-328 |
-63.69% |
| Ninety One UK Ltd |
260,498 |
103,156 |
-157,342 |
-60.40% |
| Longbow Finance SA |
88,180 |
40,167 |
-48,013 |
-54.45% |
| Granite Bay Wealth Management LLC |
50,816 |
23,489 |
-27,327 |
-53.78% |
| Gradient Investments LLC |
7,988 |
3,718 |
-4,270 |
-53.46% |
| Carlson Capital Management |
6,609 |
3,171 |
-3,438 |
-52.02% |
| O Brien Wealth Partners LLC |
1,074 |
526 |
-548 |
-51.02% |
| Arcadia Investment Management Corp MI |
16,870 |
8,429 |
-8,441 |
-50.04% |
| Fortis Group Advisors LLC |
194 |
97 |
-97 |
-50.00% |
| Parkside Investments LLC |
4,000 |
2,000 |
-2,000 |
-50.00% |
| Trifecta Capital Advisors LLC |
395 |
216 |
-179 |
-45.32% |
| Founders Financial Securities LLC |
4,418 |
2,528 |
-1,890 |
-42.78% |
| Eaton Financial Holdings Company LLC |
17,749 |
10,169 |
-7,580 |
-42.71% |
| C2C Wealth Management LLC |
3,586 |
2,086 |
-1,500 |
-41.83% |
| Silverlake Wealth Management LLC |
3,865 |
2,262 |
-1,603 |
-41.47% |
| Red Cedar Investment Management LLC |
19,448 |
11,400 |
-8,048 |
-41.38% |
| Secure Asset Management LLC |
2,592 |
1,558 |
-1,034 |
-39.89% |
| Grant GrossMendelsohn LLC |
2,631 |
1,594 |
-1,037 |
-39.41% |
| Mitchell Sinkler & Starr PA |
79,044 |
48,292 |
-30,752 |
-38.90% |
| Teamwork Financial Advisors LLC |
2,471 |
1,518 |
-953 |
-38.57% |
| Newbridge Financial Services Group Inc. |
809 |
511 |
-298 |
-36.84% |
| StonePine Asset Management Inc. |
1,924,049 |
1,216,942 |
-707,107 |
-36.75% |
| Fundamentun LLC |
34,455 |
22,072 |
-12,383 |
-35.94% |
| Apeiron RIA LLC |
5,741 |
3,789 |
-1,952 |
-34.00% |
| Fortitude Family Office LLC |
412 |
272 |
-140 |
-33.98% |
| Trust Co of the South |
6,495 |
4,296 |
-2,199 |
-33.86% |
| CHURCHILL MANAGEMENT Corp |
82,033 |
54,277 |
-27,756 |
-33.84% |
| Mendota Financial Group LLC |
472 |
315 |
-157 |
-33.26% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
1,967 |
1,320 |
-647 |
-32.89% |
| Pegasus Partners Ltd. |
23,026 |
15,565 |
-7,461 |
-32.40% |
| Channel Wealth LLC |
2,494 |
1,700 |
-794 |
-31.84% |
| Hodges Capital Management Inc. |
34,964 |
24,138 |
-10,826 |
-30.96% |
| Everpar Advisors LLC |
4,331 |
3,000 |
-1,331 |
-30.73% |
| Nations Financial Group Inc. IA ADV |
34,217 |
23,742 |
-10,475 |
-30.61% |
| SeaCrest Wealth Management LLC |
37,992 |
26,396 |
-11,596 |
-30.52% |
| KRS Capital Management LLC |
2,409 |
1,676 |
-733 |
-30.43% |
| Los Angeles Capital Management & Equity Research Inc. |
795,891 |
553,911 |
-241,980 |
-30.40% |
| First Fiduciary Investment Counsel Inc. |
82,154 |
57,252 |
-24,902 |
-30.31% |
| Atticus Wealth Management LLC |
2,638 |
1,845 |
-793 |
-30.06% |
| Bremer Bank National Association |
3,486 |
2,459 |
-1,027 |
-29.46% |
| EFG Asset Management Americas Corp. |
50,608 |
35,990 |
-14,618 |
-28.88% |
| Smith Group Asset Management LLC |
48,036 |
34,586 |
-13,450 |
-28.00% |
| Future Financial Wealth Managment LLC |
1,266 |
915 |
-351 |
-27.73% |
| AdvisorNet Financial Inc |
11,406 |
8,255 |
-3,151 |
-27.63% |
| McElhenny Sheffield Capital Management LLC |
11,366 |
8,257 |
-3,109 |
-27.35% |
| Values Added Financial LLC |
2,182 |
1,596 |
-586 |
-26.86% |
| Opal Wealth Advisors LLC |
1,736 |
1,270 |
-466 |
-26.84% |
| HFG Advisors Inc. |
1,984 |
1,454 |
-530 |
-26.71% |
| Maryland Capital Advisors Inc. |
145 |
107 |
-38 |
-26.21% |
| Country Trust Bank |
172,859 |
128,805 |
-44,054 |
-25.49% |
| Kercheville Advisors LLC |
2,000 |
1,500 |
-500 |
-25.00% |
| Jackson Square Capital LLC |
11,574 |
8,824 |
-2,750 |
-23.76% |
| JLB & Associates Inc. |
95,978 |
73,390 |
-22,588 |
-23.53% |
| Vigilare Wealth Management |
8,477 |
6,529 |
-1,948 |
-22.98% |
| First Hawaiian Bank |
15,796 |
12,209 |
-3,587 |
-22.71% |
| Carr Financial Group Corp |
5,745 |
4,494 |
-1,251 |
-21.78% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
6,211 |
4,866 |
-1,345 |
-21.66% |
| Abner Herrman & Brock LLC |
107,025 |
83,842 |
-23,183 |
-21.66% |
| River Road Asset Management LLC |
83,241 |
65,659 |
-17,582 |
-21.12% |
| Bfsg LLC |
14,673 |
11,628 |
-3,045 |
-20.75% |
| Monument Capital Management |
2,894 |
2,300 |
-594 |
-20.53% |
| Legacy Advisors LLC |
36,192 |
28,870 |
-7,322 |
-20.23% |
| State of Michigan Retirement System |
494,722 |
394,922 |
-99,800 |
-20.17% |
| Notis McConarty Edward |
21,922 |
17,557 |
-4,365 |
-19.91% |
| Canal Capital Management LLC |
1,630 |
1,310 |
-320 |
-19.63% |
| Gilman Hill Asset Management LLC |
5,415 |
4,363 |
-1,052 |
-19.43% |
| Clarius Group LLC |
12,477 |
10,060 |
-2,417 |
-19.37% |
| SPF Beheer BV |
255,233 |
206,500 |
-48,733 |
-19.09% |
| PFS Partners LLC |
999 |
811 |
-188 |
-18.82% |
| DNB Asset Management AS |
634,875 |
518,487 |
-116,388 |
-18.33% |
| Crescent Grove Advisors LLC |
2,567 |
2,102 |
-465 |
-18.11% |
| Birch Capital Management LLC |
6,445 |
5,297 |
-1,148 |
-17.81% |
| AMF Pensionsforsakring AB |
901,114 |
745,323 |
-155,791 |
-17.29% |
| Assenagon Asset Management S.A. |
1,801,777 |
1,494,329 |
-307,448 |
-17.06% |
| Trust Point Inc. |
23,052 |
19,416 |
-3,636 |
-15.77% |
| CLARET ASSET MANAGEMENT Corp |
1,928 |
1,628 |
-300 |
-15.56% |
| Ignite Planners LLC |
4,282 |
3,620 |
-662 |
-15.46% |
| Benjamin Edwards Inc. |
17,539 |
14,827 |
-2,712 |
-15.46% |
| Mn Services Vermogensbeheer B.V. |
651,769 |
551,769 |
-100,000 |
-15.34% |
| Harbor Investment Advisory LLC |
26,055 |
22,101 |
-3,954 |
-15.18% |
| Robinson Smith Wealth Advisors LLC |
4,684 |
3,982 |
-702 |
-14.99% |
| Centennial Wealth Advisory LLC |
2,643 |
2,248 |
-395 |
-14.95% |
| Private Ocean LLC |
2,440 |
2,076 |
-364 |
-14.92% |
| Fort Pitt Capital Group LLC |
4,612 |
3,932 |
-680 |
-14.74% |
| Morton Brown Family Wealth LLC |
273 |
233 |
-40 |
-14.65% |
| Planning Capital Management Corp |
2,361 |
2,016 |
-345 |
-14.61% |
| Congress Wealth Management LLC DE |
10,138 |
8,703 |
-1,435 |
-14.15% |
| Versant Capital Management Inc |
3,634 |
3,126 |
-508 |
-13.98% |
| PSI Advisors LLC |
152 |
131 |
-21 |
-13.82% |
| Congress Asset Management Co. MA |
6,180 |
5,330 |
-850 |
-13.75% |
| Latitude Advisors LLC |
3,390 |
2,935 |
-455 |
-13.42% |
| Spectrum Asset Management Inc. NB CA |
1,685 |
1,459 |
-226 |
-13.41% |
| Rooted Wealth Advisors Inc. |
3,314 |
2,874 |
-440 |
-13.28% |
| Ridgecrest Wealth Partners LLC |
3,727 |
3,232 |
-495 |
-13.28% |
| B.O.S.S. Retirement Advisors LLC |
21,807 |
18,917 |
-2,890 |
-13.25% |
| Amalgamated Bank |
340,389 |
295,968 |
-44,421 |
-13.05% |
| Haverford Financial Services Inc. |
80,922 |
70,432 |
-10,490 |
-12.96% |
| Ritholtz Wealth Management |
20,071 |
17,516 |
-2,555 |
-12.73% |
| Integrated Investment Consultants LLC |
4,803 |
4,194 |
-609 |
-12.68% |
| KLR Investment Advisors LLC |
3,164 |
2,768 |
-396 |
-12.52% |
| One One Wealth Management LLC |
2,805 |
2,455 |
-350 |
-12.48% |
| Mather Group LLC. |
16,043 |
14,086 |
-1,957 |
-12.20% |
| Lbmc Investment Advisors LLC |
4,550 |
3,999 |
-551 |
-12.11% |
| Boyd Watterson Asset Management LLC OH |
16,683 |
14,688 |
-1,995 |
-11.96% |
| Financial Advisory Partners LLC |
21,725 |
19,161 |
-2,564 |
-11.80% |
| Affinity Capital Advisors LLC |
2,128 |
1,878 |
-250 |
-11.75% |
| Abacus Planning Group Inc. |
6,255 |
5,528 |
-727 |
-11.62% |
| Grove Bank & Trust |
8,176 |
7,233 |
-943 |
-11.53% |
| MADDEN SECURITIES Corp |
6,461 |
5,718 |
-743 |
-11.50% |
| Little House Capital LLC |
10,349 |
9,194 |
-1,155 |
-11.16% |
| LVW Advisors LLC |
23,199 |
20,617 |
-2,582 |
-11.13% |
| Arden Trust Co |
2,339 |
2,088 |
-251 |
-10.73% |
| HT Partners LLC |
1,550 |
1,386 |
-164 |
-10.58% |
| Warren Street Wealth Advisors LLC |
1,706 |
1,526 |
-180 |
-10.55% |
| Elk River Wealth Management LLC |
27,759 |
24,847 |
-2,912 |
-10.49% |
| Grimes & Company Inc. |
32,700 |
29,286 |
-3,414 |
-10.44% |
| TFC Financial Management |
1,929 |
1,730 |
-199 |
-10.32% |
| Unionview LLC |
1,579 |
1,417 |
-162 |
-10.26% |
| Monticello Wealth Management LLC |
3,807 |
3,417 |
-390 |
-10.24% |
| Apexium Financial LP |
1,859 |
1,669 |
-190 |
-10.22% |
| Royal Harbor Partners LLC |
2,590 |
2,328 |
-262 |
-10.12% |
| Banque Cantonale Vaudoise |
40,772 |
36,708 |
-4,064 |
-9.97% |
| Turtle Creek Wealth Advisors LLC |
2,140 |
1,929 |
-211 |
-9.86% |
| Viking Fund Management LLC |
61,000 |
55,000 |
-6,000 |
-9.84% |
| Coastal Investment Advisors Inc. |
7,992 |
7,208 |
-784 |
-9.81% |
| Hoese & Co LLP |
2,450 |
2,210 |
-240 |
-9.80% |
| WFA Asset Management Corp |
2,149 |
1,941 |
-208 |
-9.68% |
| KWB Wealth |
6,470 |
5,844 |
-626 |
-9.68% |
| Stony Point Wealth Management Inc. |
7,894 |
7,131 |
-763 |
-9.67% |
| Optas LLC |
5,760 |
5,205 |
-555 |
-9.64% |
| Clearview Wealth Advisors LLC |
2,692 |
2,434 |
-258 |
-9.58% |
| Osher Van de Voorde Investment Management |
114,608 |
103,681 |
-10,927 |
-9.53% |
| Roman Butler Fullerton & Co. |
6,450 |
5,835 |
-615 |
-9.53% |
| SYSTM Wealth Solutions LLC |
68,596 |
62,078 |
-6,518 |
-9.50% |
| Arlington Trust Co LLC |
5,149 |
4,678 |
-471 |
-9.15% |
| M3 Advisory Group LLC |
2,102 |
1,912 |
-190 |
-9.04% |
| Moody Lynn & Lieberson LLC |
117,145 |
106,894 |
-10,251 |
-8.75% |
| Tower Bridge Advisors |
107,750 |
98,338 |
-9,412 |
-8.74% |
| Atlas Capital Advisors LLC |
1,149 |
1,049 |
-100 |
-8.70% |
| Panoramic Investment Advisors LLC |
11,728 |
10,719 |
-1,009 |
-8.60% |
| Stephens Consulting LLC |
3,592 |
3,290 |
-302 |
-8.41% |
| PayPay Securities Corp |
24 |
22 |
-2 |
-8.33% |
| Covenant Partners LLC |
4,004 |
3,671 |
-333 |
-8.32% |
| Accurate Wealth Management LLC |
9,603 |
8,806 |
-797 |
-8.30% |
| China Universal Asset Management Co. Ltd. |
9,945 |
9,127 |
-818 |
-8.23% |
| First Financial Bank Trust Division |
81,406 |
74,747 |
-6,659 |
-8.18% |
| Berkshire Bank |
10,547 |
9,690 |
-857 |
-8.13% |
| AFT Forsyth & Company Inc. |
4,174 |
3,840 |
-334 |
-8.00% |
| Wealth Management Partners LLC |
1,553 |
1,430 |
-123 |
-7.92% |
| Five Oceans Advisors |
2,465 |
2,280 |
-185 |
-7.51% |
| Lifestyle Asset Management Inc. |
1,293 |
1,197 |
-96 |
-7.42% |
| Investment Advisory Group LLC |
1,384 |
1,286 |
-98 |
-7.08% |
| Consilium Wealth Advisory LLC |
2,685 |
2,495 |
-190 |
-7.08% |
| Riverbridge Partners LLC |
19,623 |
18,237 |
-1,386 |
-7.06% |
| Securian Asset Management Inc |
87,074 |
80,953 |
-6,121 |
-7.03% |
| TRUE Private Wealth Advisors |
31,599 |
29,446 |
-2,153 |
-6.81% |
| Cardinal Strategic Wealth Guidance |
1,869 |
1,742 |
-127 |
-6.80% |
| Advisors Management Group Inc. ADV |
1,235 |
1,151 |
-84 |
-6.80% |
| Allspring Global Investments Holdings LLC |
220,490 |
205,654 |
-14,836 |
-6.73% |
| Fiduciary Alliance LLC |
50,266 |
46,910 |
-3,356 |
-6.68% |
| Tennessee Valley Asset Management Partners |
2,307 |
2,154 |
-153 |
-6.63% |
| Sequoia Financial Advisors LLC |
146,890 |
137,186 |
-9,704 |
-6.61% |
| Fishman Jay A Ltd. MI |
3,050 |
2,850 |
-200 |
-6.56% |
| Beese Fulmer Investment Management Inc. |
77,563 |
72,486 |
-5,077 |
-6.55% |
| First Financialcorp IN |
3,295 |
3,081 |
-214 |
-6.49% |
| Bridges Investment Management Inc. |
101,243 |
94,695 |
-6,548 |
-6.47% |
| Kesler Norman & Wride LLC |
21,236 |
19,877 |
-1,359 |
-6.40% |
| Cutler Investment Counsel LLC |
68,370 |
64,014 |
-4,356 |
-6.37% |
| Optimum Investment Advisors |
5,491 |
5,141 |
-350 |
-6.37% |
| Appleton Partners Inc. MA |
62,554 |
58,573 |
-3,981 |
-6.36% |
| Eads & Heald Wealth Management |
14,628 |
13,697 |
-931 |
-6.36% |
| Adell Harriman & Carpenter Inc. |
98,712 |
92,613 |
-6,099 |
-6.18% |
| Veracity Capital LLC |
3,437 |
3,228 |
-209 |
-6.08% |
| Wedmont Private Capital |
12,496 |
11,742 |
-754 |
-6.03% |
| Canvas Wealth Advisors LLC |
1,348 |
1,267 |
-81 |
-6.01% |
| West Bancorporation Inc. |
5,719 |
5,377 |
-342 |
-5.98% |
| Cedar Brook Financial Partners LLC |
3,761 |
3,538 |
-223 |
-5.93% |
| BLB&B Advisors LLC |
28,247 |
26,577 |
-1,670 |
-5.91% |
| HS Management Partners LLC |
786,030 |
739,618 |
-46,412 |
-5.90% |
| Vista Wealth Management Group LLC |
2,919 |
2,748 |
-171 |
-5.86% |
| Towerpoint Wealth LLC |
1,921 |
1,809 |
-112 |
-5.83% |
| WealthBridge Capital Management LLC |
5,041 |
4,750 |
-291 |
-5.77% |
| Rosenberg Matthew Hamilton |
1,507 |
1,421 |
-86 |
-5.71% |
| Lane & Associates LLC |
2,429 |
2,291 |
-138 |
-5.68% |
| Lodestar Private Asset Management LLC |
8,673 |
8,186 |
-487 |
-5.62% |
| Wealth Effects LLC |
3,583 |
3,383 |
-200 |
-5.58% |
| Northeast Financial Group Inc. |
1,347 |
1,272 |
-75 |
-5.57% |
| Page Arthur B |
6,915 |
6,537 |
-378 |
-5.47% |
| Northwest Quadrant Wealth Management LLC |
3,762 |
3,560 |
-202 |
-5.37% |
| Dumont & Blake Investment Advisors LLC |
12,997 |
12,317 |
-680 |
-5.23% |
| NovaPoint Capital LLC |
23,444 |
22,231 |
-1,213 |
-5.17% |
| Annex Advisory Services LLC |
5,562 |
5,276 |
-286 |
-5.14% |
| Etesian Wealth Advisors Inc. |
9,671 |
9,182 |
-489 |
-5.06% |
| Allred Capital Management LLC |
11,763 |
11,173 |
-590 |
-5.02% |
| Charles Schwab Trust Co |
10,039 |
9,541 |
-498 |
-4.96% |
| Fidelity D & D Bancorp Inc. |
2,621 |
2,491 |
-130 |
-4.96% |
| Court Place Advisors LLC |
8,200 |
7,802 |
-398 |
-4.85% |
| Burke & Herbert Bank & Trust Co. |
12,379 |
11,779 |
-600 |
-4.85% |
| Acropolis Investment Management LLC |
8,691 |
8,280 |
-411 |
-4.73% |
| Atlantic Union Bankshares Corp |
74,160 |
70,657 |
-3,503 |
-4.72% |
| Sapient Capital LLC |
19,619 |
18,701 |
-918 |
-4.68% |
| Foster & Motley Inc. |
6,396 |
6,099 |
-297 |
-4.64% |
| Neville Rodie & Shaw Inc. |
54,540 |
52,012 |
-2,528 |
-4.64% |
| Aurum Wealth Management Group LLC |
9,123 |
8,707 |
-416 |
-4.56% |
| Jacobsen Capital Management |
1,393 |
1,330 |
-63 |
-4.52% |
| Country Club Bank GFN |
23,430 |
22,396 |
-1,034 |
-4.41% |
| LaFleur & Godfrey LLC |
56,017 |
53,559 |
-2,458 |
-4.39% |
| State of Alaska Department of Revenue |
288,128 |
275,518 |
-12,610 |
-4.38% |
| United Asset Strategies Inc. |
13,218 |
12,656 |
-562 |
-4.25% |
| Cedrus LLC |
5,965 |
5,712 |
-253 |
-4.24% |
| OMNI 360 Wealth Inc. |
1,236 |
1,184 |
-52 |
-4.21% |
| Barlow Wealth Partners Inc. |
2,966 |
2,841 |
-125 |
-4.21% |
| Hartford Investment Management Co. |
92,586 |
88,707 |
-3,879 |
-4.19% |
| OneAscent Financial Services LLC |
4,689 |
4,494 |
-195 |
-4.16% |
| ZRC Wealth Management LLC |
2,484 |
2,381 |
-103 |
-4.15% |
| Swisher Financial Concepts Inc. |
1,336 |
1,281 |
-55 |
-4.12% |
| Mcdonald Partners LLC |
18,677 |
17,908 |
-769 |
-4.12% |
| Barrett & Company Inc. |
1,467 |
1,407 |
-60 |
-4.09% |
| Enterprise Bank & Trust Co |
19,398 |
18,615 |
-783 |
-4.04% |
| Checchi Capital Advisers LLC |
13,719 |
13,167 |
-552 |
-4.02% |
| First Dallas Securities Inc. |
3,603 |
3,458 |
-145 |
-4.02% |
| Caldwell Sutter Capital Inc. |
10,043 |
9,643 |
-400 |
-3.98% |
| Premier Path Wealth Partners LLC |
9,879 |
9,488 |
-391 |
-3.96% |
| Monarch Capital Management Inc. |
8,906 |
8,556 |
-350 |
-3.93% |
| Orca Investment Management LLC |
4,081 |
3,926 |
-155 |
-3.80% |
| Traynor Capital Management Inc. |
2,895 |
2,786 |
-109 |
-3.77% |
| Central Bank & Trust Co. |
3,864 |
3,719 |
-145 |
-3.75% |
| RDA Financial Network |
1,820 |
1,752 |
-68 |
-3.74% |
| First Affirmative Financial Network |
1,692 |
1,629 |
-63 |
-3.72% |
| Chemung Canal Trust Co. |
49,006 |
47,181 |
-1,825 |
-3.72% |
| Inspirion Wealth Advisors LLC |
3,107 |
2,992 |
-115 |
-3.70% |
| Peoples Financial Services CORP. |
28,989 |
27,915 |
-1,074 |
-3.70% |
| Insight Folios Inc |
1,836 |
1,770 |
-66 |
-3.59% |
| Opus Capital Group LLC |
4,567 |
4,405 |
-162 |
-3.55% |
| WBH Advisory Inc. |
27,942 |
26,951 |
-991 |
-3.55% |
| Patriot Investment Management Inc. |
5,698 |
5,498 |
-200 |
-3.51% |
| Steigerwald Gordon & Koch Inc. |
2,536 |
2,447 |
-89 |
-3.51% |
| Farmers Trust Co. |
59,863 |
57,795 |
-2,068 |
-3.45% |
| Patriot Financial Group Insurance Agency LLC |
11,390 |
11,002 |
-388 |
-3.41% |
| Perfromance Wealth Partners LLC |
2,945 |
2,845 |
-100 |
-3.40% |
| Live Oak Private Wealth LLC |
7,658 |
7,398 |
-260 |
-3.40% |
| Cary Street Partners Investment Advisory LLC |
56,023 |
54,121 |
-1,902 |
-3.40% |
| Montis Financial LLC |
4,607 |
4,452 |
-155 |
-3.36% |
| New Mexico Educational Retirement Board |
71,685 |
69,285 |
-2,400 |
-3.35% |
| Acorn Creek Capital LLC |
2,007 |
1,940 |
-67 |
-3.34% |
| Viewpoint Capital Management LLC |
15,705 |
15,181 |
-524 |
-3.34% |
| High Net Worth Advisory Group LLC |
31,067 |
30,031 |
-1,036 |
-3.33% |
| Cambridge Advisors Inc. |
8,435 |
8,155 |
-280 |
-3.32% |
| Clifford Swan Investment Counsel LLC |
113,945 |
110,164 |
-3,781 |
-3.32% |
| City Holding Co. |
33,989 |
32,860 |
-1,129 |
-3.32% |
| Tyche Wealth Partners LLC |
206,506 |
199,729 |
-6,777 |
-3.28% |
| Reliant Investment Management LLC |
31,048 |
30,038 |
-1,010 |
-3.25% |
| Constitution Capital LLC |
97,146 |
94,059 |
-3,087 |
-3.18% |
| Exchange Capital Management Inc. |
23,273 |
22,536 |
-737 |
-3.17% |
| Means Investment CO. Inc. |
12,154 |
11,769 |
-385 |
-3.17% |
| Mezzasalma Advisors LLC |
2,721 |
2,635 |
-86 |
-3.16% |
| Childress Capital Advisors LLC |
5,850 |
5,665 |
-185 |
-3.16% |
| Cyndeo Wealth Partners LLC |
14,106 |
13,661 |
-445 |
-3.15% |
| Confluence Wealth Services Inc. |
28,754 |
27,855 |
-899 |
-3.13% |
| Woodstock Corp |
91,889 |
89,023 |
-2,866 |
-3.12% |
| Glass Jacobson Investment Advisors llc |
2,526 |
2,448 |
-78 |
-3.09% |
| Paragon Capital Management Ltd |
1,956 |
1,896 |
-60 |
-3.07% |
| Empire Life Investments Inc. |
152,513 |
147,858 |
-4,655 |
-3.05% |
| Factory Mutual Insurance Co. |
150,800 |
146,200 |
-4,600 |
-3.05% |
| Amplius Wealth Advisors LLC |
2,241 |
2,173 |
-68 |
-3.03% |
| TrueWealth Advisors LLC |
1,257 |
1,219 |
-38 |
-3.02% |
| Keystone Wealth Services LLC |
2,265 |
2,197 |
-68 |
-3.00% |
| Alpha Omega Wealth Management LLC |
18,208 |
17,671 |
-537 |
-2.95% |
| Sterling Financial Group Inc. |
2,211 |
2,146 |
-65 |
-2.94% |
| Pacific Sage Partners LLC |
1,192 |
1,157 |
-35 |
-2.94% |
| Fifth Third Bancorp |
724,456 |
703,342 |
-21,114 |
-2.91% |
| Sunburst Financial Group LLC |
5,965 |
5,792 |
-173 |
-2.90% |
| CIC Wealth LLC |
59,184 |
57,472 |
-1,712 |
-2.89% |
| Family Legacy Inc. |
15,497 |
15,050 |
-447 |
-2.88% |
| Capital Investment Advisors LLC |
39,140 |
38,029 |
-1,111 |
-2.84% |
| First National Trust Co |
87,598 |
85,111 |
-2,487 |
-2.84% |
| Investment Partners LTD. |
10,913 |
10,603 |
-310 |
-2.84% |
| Addenda Capital Inc. |
78,215 |
75,999 |
-2,216 |
-2.83% |
| HighMark Wealth Management LLC |
1,005 |
977 |
-28 |
-2.79% |
| DBK Financial Counsel LLC |
1,440 |
1,400 |
-40 |
-2.78% |
| Successful Portfolios LLC |
4,319 |
4,199 |
-120 |
-2.78% |
| Delta Financial Group Inc. |
7,918 |
7,701 |
-217 |
-2.74% |
| Warner Financial Inc. |
1,276 |
1,241 |
-35 |
-2.74% |
| MeadowBrook Investment Advisors LLC |
6,435 |
6,260 |
-175 |
-2.72% |
| RVW Wealth LLC |
1,291 |
1,256 |
-35 |
-2.71% |
| Financial Management Professionals Inc. |
2,663 |
2,592 |
-71 |
-2.67% |
| Private Advisor Group LLC |
188,351 |
183,335 |
-5,016 |
-2.66% |
| OLD National Bancorp IN |
74,307 |
72,351 |
-1,956 |
-2.63% |
| Pensionfund Sabic |
15,500 |
15,100 |
-400 |
-2.58% |
| Regions Financial Corp |
225,123 |
219,323 |
-5,800 |
-2.58% |
| Coastline Trust Co |
23,139 |
22,544 |
-595 |
-2.57% |
| Rowland & Co. Investment Counsel ADV |
2,299 |
2,240 |
-59 |
-2.57% |
| DGS Capital Management LLC |
2,353 |
2,293 |
-60 |
-2.55% |
| Baker Ellis Asset Management LLC |
37,334 |
36,383 |
-951 |
-2.55% |
| Buffington Mohr McNeal |
3,415 |
3,328 |
-87 |
-2.55% |
| Madison Wealth Partners Inc |
1,903 |
1,855 |
-48 |
-2.52% |
| Courier Capital LLC |
52,750 |
51,426 |
-1,324 |
-2.51% |
| Key Client Fiduciary Advisors LLC |
2,718 |
2,651 |
-67 |
-2.47% |
| Cutter & CO Brokerage Inc. |
19,234 |
18,758 |
-476 |
-2.47% |
| Grey Fox Wealth Advisors LLC |
1,912 |
1,865 |
-47 |
-2.46% |
| Family Investment Center Inc. |
1,461 |
1,425 |
-36 |
-2.46% |
| Nadler Financial Group Inc. |
6,816 |
6,648 |
-168 |
-2.46% |
| Summit Financial Group Inc. |
12,731 |
12,418 |
-313 |
-2.46% |
| LifeSteps Financial Inc. |
4,104 |
4,004 |
-100 |
-2.44% |
| Hanson & Doremus Investment Management |
5,181 |
5,056 |
-125 |
-2.41% |
| Louisiana State Employees Retirement System |
192,400 |
187,800 |
-4,600 |
-2.39% |
| Parsons Capital Management Inc. RI |
52,326 |
51,086 |
-1,240 |
-2.37% |
| Villere ST Denis J & Co. LLC |
159,982 |
156,207 |
-3,775 |
-2.36% |
| Richard P Slaughter Associates Inc |
1,720 |
1,680 |
-40 |
-2.33% |
| Bangor Savings Bank |
25,736 |
25,139 |
-597 |
-2.32% |
| Stock Yards Bank & Trust Co. |
144,873 |
141,537 |
-3,336 |
-2.30% |
| Xcel Wealth Management LLC |
5,514 |
5,389 |
-125 |
-2.27% |
| Baxter Bros Inc. |
20,331 |
19,873 |
-458 |
-2.25% |
| Exchange Bank |
5,690 |
5,565 |
-125 |
-2.20% |
| Eudaimonia Partners LLC |
14,745 |
14,423 |
-322 |
-2.18% |
| Phillips Wealth Planners LLC |
3,127 |
3,059 |
-68 |
-2.17% |
| GSG Advisors LLC |
2,740 |
2,681 |
-59 |
-2.15% |
| Founders Capital Management LLC |
79,778 |
78,065 |
-1,713 |
-2.15% |
| JNBA Financial Advisors |
4,130 |
4,043 |
-87 |
-2.11% |
| NBT Bank N A NY |
90,536 |
88,657 |
-1,879 |
-2.08% |
| Buckley Wealth Management LLC |
6,098 |
5,972 |
-126 |
-2.07% |
| Penn Davis Mcfarland Inc. |
2,485 |
2,434 |
-51 |
-2.05% |
| Pflug Koory LLC |
9,148 |
8,961 |
-187 |
-2.04% |
| Mcrae Capital Management Inc. |
10,143 |
9,937 |
-206 |
-2.03% |
| Trust Co. of Virginia VA |
79,130 |
77,538 |
-1,592 |
-2.01% |
| Braun Stacey Associates Inc. |
100,660 |
98,651 |
-2,009 |
-2.00% |
| Aprio Wealth Management LLC |
3,020 |
2,960 |
-60 |
-1.99% |
| Northwest Investment Counselors LLC |
28,686 |
28,116 |
-570 |
-1.99% |
| Nicholas Hoffman & Company LLC. |
8,525 |
8,357 |
-168 |
-1.97% |
| CENTRAL TRUST Co |
207,078 |
203,029 |
-4,049 |
-1.96% |
| CGC Financial Services LLC |
2,014 |
1,975 |
-39 |
-1.94% |
| Forbes J M & Co. LLP |
89,708 |
87,977 |
-1,731 |
-1.93% |
| First National Bank & Trust Co. of Newtown |
44,047 |
43,232 |
-815 |
-1.85% |
| ETF Store Inc. |
3,527 |
3,462 |
-65 |
-1.84% |
| Starfox Financial Services LLC |
1,630 |
1,600 |
-30 |
-1.84% |
| Cullen Investment Group LTD. |
43,012 |
42,230 |
-782 |
-1.82% |
| Steel Peak Wealth Management LLC |
9,575 |
9,402 |
-173 |
-1.81% |
| RWM Asset Management LLC |
6,342 |
6,228 |
-114 |
-1.80% |
| Essex Financial Services Inc. |
27,217 |
26,727 |
-490 |
-1.80% |
| IVC Wealth Advisors LLC |
6,662 |
6,543 |
-119 |
-1.79% |
| Tradewinds Capital Management LLC |
2,176 |
2,137 |
-39 |
-1.79% |
| Valley National Advisers Inc. |
15,633 |
15,358 |
-275 |
-1.76% |
| Tritonpoint Wealth LLC |
57,623 |
56,615 |
-1,008 |
-1.75% |
| WESPAC Advisors SoCal LLC |
30,953 |
30,411 |
-542 |
-1.75% |
| Tilia Fiduciary Partners Inc. |
3,558 |
3,496 |
-62 |
-1.74% |
| Newman Dignan & Sheerar Inc. |
18,097 |
17,782 |
-315 |
-1.74% |
| Eagle Capital Management LLC LA |
21,165 |
20,798 |
-367 |
-1.73% |
| Aspen Investment Management Inc |
14,287 |
14,040 |
-247 |
-1.73% |
| Saxon Interests Inc. |
1,392 |
1,368 |
-24 |
-1.72% |
| Hubbell Strickland Wealth Management LLC |
2,598 |
2,554 |
-44 |
-1.69% |
| First PREMIER Bank |
27,237 |
26,777 |
-460 |
-1.69% |
| Financial Insights Inc. |
1,975 |
1,942 |
-33 |
-1.67% |
| New York State Teachers Retirement System |
1,383,404 |
1,360,864 |
-22,540 |
-1.63% |
| Iowa State Bank |
44,354 |
43,642 |
-712 |
-1.61% |
| Spring Capital Management LLC |
23,929 |
23,545 |
-384 |
-1.60% |
| Patton Albertson Miller Group LLC |
17,142 |
16,872 |
-270 |
-1.58% |
| Harel Insurance Investments & Financial Services Ltd. |
3,920 |
3,858 |
-62 |
-1.58% |
| Lake Street Financial LLC |
8,992 |
8,852 |
-140 |
-1.56% |
| Peoples Bank KS |
20,964 |
20,642 |
-322 |
-1.54% |
| Greenfield Savings Bank |
8,759 |
8,625 |
-134 |
-1.53% |
| Grace & White Inc. NY |
26,089 |
25,690 |
-399 |
-1.53% |
| Arkadios Wealth Advisors |
7,609 |
7,493 |
-116 |
-1.52% |
| Prestige Wealth Management Group LLC |
3,905 |
3,846 |
-59 |
-1.51% |
| Webster Bank N. A. |
49,201 |
48,462 |
-739 |
-1.50% |
| New Hampshire Trust |
35,153 |
34,633 |
-520 |
-1.48% |
| First Horizon Advisors Inc. |
61,342 |
60,443 |
-899 |
-1.47% |
| Northcape Wealth Management LLC |
34,615 |
34,110 |
-505 |
-1.46% |
| Gateway Investment Advisers LLC |
354,478 |
349,353 |
-5,125 |
-1.45% |
| Mcintyre Freedman & Flynn Investment Advisers Inc. |
13,783 |
13,584 |
-199 |
-1.44% |
| Trust Co. of Toledo NA OH |
53,730 |
52,956 |
-774 |
-1.44% |
| Investment Advisory Services Inc. TX ADV |
16,749 |
16,507 |
-242 |
-1.44% |
| Compass Ion Advisors LLC |
3,084 |
3,040 |
-44 |
-1.43% |
| Sivia Capital Partners LLC |
3,971 |
3,915 |
-56 |
-1.41% |
| LS Investment Advisors LLC |
58,230 |
57,407 |
-823 |
-1.41% |
| Duncker Streett & Co. Inc. |
16,861 |
16,624 |
-237 |
-1.41% |
| HTLF Bank |
19,853 |
19,575 |
-278 |
-1.40% |
| Boltwood Capital Management |
5,346 |
5,271 |
-75 |
-1.40% |
| Mountain Pacific Investment Advisers Inc. ID |
7,148 |
7,048 |
-100 |
-1.40% |
| Avitas Wealth Management LLC |
10,589 |
10,442 |
-147 |
-1.39% |
| Martin Capital Partners LLC |
22,214 |
21,907 |
-307 |
-1.38% |
| Guinness Asset Management LTD |
925,923 |
913,245 |
-12,678 |
-1.37% |
| Argent Capital Management LLC |
148,850 |
146,806 |
-2,044 |
-1.37% |
| Hyperion Partners LLC |
2,784 |
2,746 |
-38 |
-1.36% |
| Raymond James Trust N.A. |
124,419 |
122,725 |
-1,694 |
-1.36% |
| Burns J W & Co. Inc. NY |
106,914 |
105,471 |
-1,443 |
-1.35% |
| Windsor Capital Management LLC |
4,648 |
4,586 |
-62 |
-1.33% |
| InTrack Investment Management Inc |
7,825 |
7,722 |
-103 |
-1.32% |
| Mosley Wealth Management |
2,362 |
2,331 |
-31 |
-1.31% |
| Chatham Capital Group Inc. |
22,979 |
22,679 |
-300 |
-1.31% |
| Lindbrook Capital LLC |
39,350 |
38,840 |
-510 |
-1.30% |
| Private Capital Management LLC |
50,996 |
50,338 |
-658 |
-1.29% |
| Timber Creek Capital Management LLC |
7,825 |
7,725 |
-100 |
-1.28% |
| GHE LLC |
11,024 |
10,884 |
-140 |
-1.27% |
| Hurlow Wealth Management Group Inc. |
3,538 |
3,493 |
-45 |
-1.27% |
| True North Advisors LLC |
4,573 |
4,515 |
-58 |
-1.27% |
| Proffitt & Goodson Inc. |
5,365 |
5,298 |
-67 |
-1.25% |
| Sunbelt Securities Inc. |
22,192 |
21,917 |
-275 |
-1.24% |
| Garrett Wealth Advisory Group LLC |
7,621 |
7,528 |
-93 |
-1.22% |
| Bank of New Hampshire |
23,873 |
23,584 |
-289 |
-1.21% |
| Wealth Enhancement Advisory Services LLC |
945,566 |
934,310 |
-11,256 |
-1.19% |
| First Community Trust NA |
3,242 |
3,204 |
-38 |
-1.17% |
| UMB Bank N A MO |
232,378 |
229,690 |
-2,688 |
-1.16% |
| Lawson Kroeker Investment Management Inc. NE |
14,618 |
14,450 |
-168 |
-1.15% |
| Costello Asset Management INC |
37,271 |
36,845 |
-426 |
-1.14% |
| Benin Management CORP |
63,075 |
62,359 |
-716 |
-1.14% |
| Camden National Bank |
53,221 |
52,624 |
-597 |
-1.12% |
| CVA Family Office LLC |
3,901 |
3,858 |
-43 |
-1.10% |
| Drive Wealth Management LLC |
4,493 |
4,444 |
-49 |
-1.09% |
| Acorn Wealth Advisors LLC |
1,280 |
1,266 |
-14 |
-1.09% |
| Alhambra Investment Partners LLC |
9,259 |
9,159 |
-100 |
-1.08% |
| Mcdaniel Terry & Co. |
170,039 |
168,208 |
-1,831 |
-1.08% |
| Deroy & Devereaux Private Investment Counsel Inc. |
122,986 |
121,668 |
-1,318 |
-1.07% |
| ST Germain D J Co. Inc. |
78,647 |
77,813 |
-834 |
-1.06% |
| MBL Wealth LLC |
1,254 |
1,241 |
-13 |
-1.04% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
247,112 |
244,533 |
-2,579 |
-1.04% |
| Cox Capital Mgt LLC |
10,805 |
10,694 |
-111 |
-1.03% |
| Norway Savings Bank |
11,666 |
11,546 |
-120 |
-1.03% |
| AMI Investment Management Inc. |
12,487 |
12,361 |
-126 |
-1.01% |
| JFS Wealth Advisors LLC |
10,800 |
10,694 |
-106 |
-0.98% |
| LVM Capital Management Ltd. MI |
26,973 |
26,712 |
-261 |
-0.97% |
| Capital Market Strategies LLC |
3,156 |
3,126 |
-30 |
-0.95% |
| Bray Capital Advisors |
6,339 |
6,279 |
-60 |
-0.95% |
| Aspiriant LLC |
19,793 |
19,604 |
-189 |
-0.95% |
| Quad Cities Investment Group LLC |
7,008 |
6,942 |
-66 |
-0.94% |
| Nichols & Pratt Advisers LLP MA |
363,419 |
360,039 |
-3,380 |
-0.93% |
| Trust Co. of Oklahoma |
28,116 |
27,854 |
-262 |
-0.93% |
| Foster Group Inc. |
6,838 |
6,776 |
-62 |
-0.91% |
| Klingenstein Fields & Co. LP |
446,931 |
442,864 |
-4,067 |
-0.91% |
| Altfest L J & Co. Inc. |
6,628 |
6,569 |
-59 |
-0.89% |
| Amarillo National Bank |
1,477 |
1,464 |
-13 |
-0.88% |
| Gillespie Robinson & Grimm Inc. |
273,373 |
270,966 |
-2,407 |
-0.88% |
| Dominguez Wealth Management Solutions Inc. |
5,905 |
5,854 |
-51 |
-0.86% |
| J.W. Cole Advisors Inc. |
14,027 |
13,906 |
-121 |
-0.86% |
| Argus Investors Counsel Inc. |
8,711 |
8,636 |
-75 |
-0.86% |
| Private Harbour Investment Management & Counsel LLC |
10,374 |
10,286 |
-88 |
-0.85% |
| Consolidated Portfolio Review Corp |
1,193 |
1,183 |
-10 |
-0.84% |
| Dillon & Associates Inc. |
73,436 |
72,818 |
-618 |
-0.84% |
| Wynn Capital LLC |
3,574 |
3,545 |
-29 |
-0.81% |
| Sawyer & Company Inc |
1,232 |
1,222 |
-10 |
-0.81% |
| Jeppson Wealth Management LLC |
7,480 |
7,420 |
-60 |
-0.80% |
| Archford Capital Strategies LLC |
11,930 |
11,835 |
-95 |
-0.80% |
| Murphy Pohlad Asset Management LLC |
17,727 |
17,587 |
-140 |
-0.79% |
| M&R Capital Management Inc. |
40,460 |
40,150 |
-310 |
-0.77% |
| Grandview Asset Management LLC |
13,354 |
13,252 |
-102 |
-0.76% |
| Carmichael Hill & Associates Inc. |
7,661 |
7,603 |
-58 |
-0.76% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
11,618 |
11,533 |
-85 |
-0.73% |
| Bouchey Financial Group Ltd |
3,105 |
3,083 |
-22 |
-0.71% |
| Columbus Macro LLC |
1,584 |
1,573 |
-11 |
-0.69% |
| Perennial Advisors LLC |
5,487 |
5,449 |
-38 |
-0.69% |
| Eastover Investment Advisors LLC |
36,044 |
35,794 |
-250 |
-0.69% |
| Principal Financial Group Inc. |
1,822,307 |
1,809,695 |
-12,612 |
-0.69% |
| Cigna Investments Inc. New |
14,649 |
14,552 |
-97 |
-0.66% |
| Benedict Financial Advisors Inc. |
16,482 |
16,376 |
-106 |
-0.64% |
| Greylin Investment Mangement Inc. |
7,960 |
7,910 |
-50 |
-0.63% |
| Outfitter Financial LLC |
14,703 |
14,613 |
-90 |
-0.61% |
| Patten Group Inc. |
19,687 |
19,569 |
-118 |
-0.60% |
| Brookmont Capital Management |
16,709 |
16,614 |
-95 |
-0.57% |
| Yousif Capital Management LLC |
207,190 |
206,029 |
-1,161 |
-0.56% |
| Ameliora Wealth Management Ltd. |
1,840 |
1,830 |
-10 |
-0.54% |
| Baugh & Associates LLC |
29,189 |
29,031 |
-158 |
-0.54% |
| Harvey Investment Co. LLC |
94,929 |
94,419 |
-510 |
-0.54% |
| Pinnacle Associates Ltd. |
141,227 |
140,460 |
-767 |
-0.54% |
| Baker Boyer National Bank |
2,063 |
2,052 |
-11 |
-0.53% |
| Oakworth Capital Inc. |
10,421 |
10,369 |
-52 |
-0.50% |
| Brand Asset Management Group Inc. |
2,363 |
2,352 |
-11 |
-0.47% |
| Bank of New York Mellon Corp |
14,225,798 |
14,158,262 |
-67,536 |
-0.47% |
| Financial Perspectives Inc |
1,304 |
1,298 |
-6 |
-0.46% |
| Adirondack Trust Co. |
21,873 |
21,773 |
-100 |
-0.46% |
| Baldwin Brothers Inc. MA |
165,932 |
165,170 |
-762 |
-0.46% |
| Apella Capital LLC |
7,428 |
7,395 |
-33 |
-0.44% |
| Mill Capital Management LLC |
7,163 |
7,132 |
-31 |
-0.43% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
15,272 |
15,206 |
-66 |
-0.43% |
| Round Rock Advisors LLC |
9,636 |
9,596 |
-40 |
-0.42% |
| Phoenix Wealth Advisors |
7,149 |
7,119 |
-30 |
-0.42% |
| Global Strategic Investment Solutions LLC |
1,897 |
1,889 |
-8 |
-0.42% |
| Northern Financial Advisors Inc |
6,316 |
6,290 |
-26 |
-0.41% |
| Founders Capital Management |
9,837 |
9,797 |
-40 |
-0.41% |
| Lockerman Financial Group Inc. |
1,259 |
1,254 |
-5 |
-0.40% |
| Measured Wealth Private Client Group LLC |
3,733 |
3,718 |
-15 |
-0.40% |
| Verdence Capital Advisors LLC |
24,206 |
24,109 |
-97 |
-0.40% |
| Piscataqua Savings Bank |
8,287 |
8,255 |
-32 |
-0.39% |
| KMG Fiduciary Partners LLC |
27,810 |
27,704 |
-106 |
-0.38% |
| Sterling Investment Counsel LLC |
5,390 |
5,370 |
-20 |
-0.37% |
| Guyasuta Investment Advisors Inc. |
252,120 |
251,190 |
-930 |
-0.37% |
| McCollum Christoferson Group LLC |
56,444 |
56,240 |
-204 |
-0.36% |
| Trust Co |
5,456 |
5,437 |
-19 |
-0.35% |
| Field & Main Bank |
20,646 |
20,573 |
-73 |
-0.35% |
| Hall Laurie J Trustee |
32,606 |
32,491 |
-115 |
-0.35% |
| Rebalance LLC |
1,580 |
1,575 |
-5 |
-0.32% |
| Cahaba Wealth Management Inc. |
6,778 |
6,756 |
-22 |
-0.32% |
| First National Bank Sioux Falls |
2,812 |
2,803 |
-9 |
-0.32% |
| St. Johns Investment Management Company LLC |
8,306 |
8,280 |
-26 |
-0.31% |
| Kinneret Advisory LLC |
51,470 |
51,310 |
-160 |
-0.31% |
| Park National Corp OH |
152,884 |
152,413 |
-471 |
-0.31% |
| Summit Place Financial Advisors LLC |
12,844 |
12,806 |
-38 |
-0.30% |
| Northstar Group Inc. |
19,792 |
19,733 |
-59 |
-0.30% |
| Chemistry Wealth Management LLC |
2,164 |
2,158 |
-6 |
-0.28% |
| Wealthfront Advisers LLC |
100,513 |
100,235 |
-278 |
-0.28% |
| Montecito Bank & Trust |
12,670 |
12,634 |
-36 |
-0.28% |
| Stonebridge Capital Management Inc. |
44,185 |
44,060 |
-125 |
-0.28% |
| Prairie Sky Financial Group LLC |
5,799 |
5,785 |
-14 |
-0.24% |
| Park Avenue Securities LLC |
54,913 |
54,782 |
-131 |
-0.24% |
| Citizens Business Bank |
3,090 |
3,083 |
-7 |
-0.23% |
| Curbstone Financial Management Corp |
24,170 |
24,120 |
-50 |
-0.21% |
| IFM Investors Pty Ltd |
275,189 |
274,629 |
-560 |
-0.20% |
| New England Research & Management Inc. |
9,893 |
9,874 |
-19 |
-0.19% |
| MKT Advisors LLC |
1,681 |
1,678 |
-3 |
-0.18% |
| Central Valley Advisors LLC |
1,941 |
1,938 |
-3 |
-0.15% |
| Diamant Asset Management Inc. |
25,865 |
25,825 |
-40 |
-0.15% |
| Santori & Peters Inc. |
1,476 |
1,474 |
-2 |
-0.14% |
| Fortune Financial Advisors LLC |
4,624 |
4,618 |
-6 |
-0.13% |
| 626 Financial LLC |
3,099 |
3,095 |
-4 |
-0.13% |
| Cottonwood Capital Advisors LLC |
5,572 |
5,565 |
-7 |
-0.13% |
| Shulman DeMeo Asset Management LLC |
6,693 |
6,684 |
-9 |
-0.13% |
| Community Bank & Trust Waco Texas |
43,224 |
43,168 |
-56 |
-0.13% |
| Plimoth Trust Co. LLC |
12,847 |
12,830 |
-17 |
-0.13% |
| Thomasville National Bank |
18,166 |
18,144 |
-22 |
-0.12% |
| Howard Financial Services LTD. |
17,865 |
17,845 |
-20 |
-0.11% |
| Home Federal Bank of Tennessee |
13,590 |
13,575 |
-15 |
-0.11% |
| Kaydan Wealth Management Inc. |
1,502 |
1,501 |
-1 |
-0.07% |
| Winthrop Advisory Group LLC |
6,092 |
6,088 |
-4 |
-0.07% |
| Pathway Financial Advisors LLC |
1,441 |
1,440 |
-1 |
-0.07% |
| Fulton Breakefield Broenniman LLC |
93,099 |
93,033 |
-66 |
-0.07% |
| Sentry LLC |
7,140 |
7,136 |
-4 |
-0.06% |
| James Hambro & Partners |
1,799 |
1,798 |
-1 |
-0.06% |
| Everett Harris & Co. CA |
416,194 |
415,955 |
-239 |
-0.06% |
| Hengehold Capital Management LLC |
19,301 |
19,294 |
-7 |
-0.04% |
| Wallington Asset Management LLC |
78,690 |
78,655 |
-35 |
-0.04% |
| Park Edge Advisors LLC |
7,329 |
7,327 |
-2 |
-0.03% |
| Tompkins Financial Corp |
61,444 |
61,425 |
-19 |
-0.03% |
| Ferguson Wellman Capital Management Inc. |
49,997 |
49,987 |
-10 |
-0.02% |
| SJS Investment Consulting Inc. |
11,568 |
11,567 |
-1 |
-0.01% |
| 13F Filers Exiting PEP |
|---|
| Marathon Strategic Advisors LLC |
1,906 |
0 |
-1,906 |
-100.00% |
| Addis & Hill Inc |
1,170 |
0 |
-1,170 |
-100.00% |
| Fox Hill Wealth Management |
9,485 |
0 |
-9,485 |
-100.00% |
| Yeomans Consulting Group Inc. |
1,222 |
0 |
-1,222 |
-100.00% |
| Unique Wealth Strategies LLC |
1,874 |
0 |
-1,874 |
-100.00% |
| Philip James Wealth Mangement LLC |
1,839 |
0 |
-1,839 |
-100.00% |
| Oak Hill Wealth Advisors LLC |
5,027 |
0 |
-5,027 |
-100.00% |
| James J. Burns & Company LLC |
1,897 |
0 |
-1,897 |
-100.00% |
| Carl Stuart Investment Advisor Inc. |
1,229 |
0 |
-1,229 |
-100.00% |
| Independent Wealth Network Inc. |
1,905 |
0 |
-1,905 |
-100.00% |
| Level Financial Advisors Inc. |
289 |
0 |
-289 |
-100.00% |
| Sterling Group Wealth Management LLC |
2,185 |
0 |
-2,185 |
-100.00% |
| Planned Solutions Inc. |
649 |
0 |
-649 |
-100.00% |
| ACT Wealth Management LLC |
1,208 |
0 |
-1,208 |
-100.00% |
| Total Clarity Wealth Management Inc. |
1,191 |
0 |
-1,191 |
-100.00% |
| Hummer Financial Advisory Services Inc |
1,200 |
0 |
-1,200 |
-100.00% |
| Curated Wealth Partners LLC |
5,742 |
0 |
-5,742 |
-100.00% |
| E Fund Management Hong Kong Co. Ltd. |
366 |
0 |
-366 |
-100.00% |
| Brendel Financial Advisors LLC |
2,694 |
0 |
-2,694 |
-100.00% |
| Inscription Capital LLC |
23,438 |
0 |
-23,438 |
-100.00% |
| Lake Hills Wealth Management LLC |
1,368 |
0 |
-1,368 |
-100.00% |
| Benson Investment Management Company Inc. |
22,102 |
0 |
-22,102 |
-100.00% |
| Robinson Value Management Ltd. |
70 |
0 |
-70 |
-100.00% |
| Harfst & Associates Inc. |
1,840 |
0 |
-1,840 |
-100.00% |
| Iron Financial LLC |
4,317 |
0 |
-4,317 |
-100.00% |
| Verity & Verity LLC |
35,225 |
0 |
-35,225 |
-100.00% |
| Artemis Investment Management LLP |
22,377 |
0 |
-22,377 |
-100.00% |
| Ninety One SA PTY Ltd |
67,294 |
0 |
-67,294 |
-100.00% |
| WESPAC Advisors LLC |
2,203 |
0 |
-2,203 |
-100.00% |
| Arlington Partners LLC |
1,448 |
0 |
-1,448 |
-100.00% |
| Contravisory Investment Management Inc. |
109 |
0 |
-109 |
-100.00% |
| Deltec Asset Management LLC |
3,727 |
0 |
-3,727 |
-100.00% |
| Rational Advisors LLC |
1,293 |
0 |
-1,293 |
-100.00% |
| Dupont Capital Management Corp |
65,378 |
0 |
-65,378 |
-100.00% |
| Bourgeon Capital Management LLC |
128 |
0 |
-128 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
21 |
0 |
-21 |
-100.00% |
| Calton & Associates Inc. |
1,559 |
0 |
-1,559 |
-100.00% |
See Summary: Institutional Holders of PEP
See Details: Top 10 Hedge Funds Holding PEP
Also See: PEP Insider Buying
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