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This page summarizes the T 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 T 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 T Share Count |
Ibex Wealth Advisors |
558 |
349,323 |
+348,765 |
+62502.69% |
Exchange Traded Concepts LLC |
43,313 |
1,514,599 |
+1,471,286 |
+3396.87% |
Norden Group LLC |
45,790 |
1,234,584 |
+1,188,794 |
+2596.19% |
Ameliora Wealth Management Ltd. |
308 |
3,308 |
+3,000 |
+974.03% |
IAG Wealth Partners LLC |
885 |
4,197 |
+3,312 |
+374.24% |
PFG Investments LLC |
78,712 |
342,827 |
+264,115 |
+335.55% |
Lloyd Advisory Services LLC. |
26,793 |
103,865 |
+77,072 |
+287.66% |
V Square Quantitative Management LLC |
14,260 |
43,292 |
+29,032 |
+203.59% |
Costello Asset Management INC |
4,500 |
12,945 |
+8,445 |
+187.67% |
First Pacific Financial |
600 |
1,600 |
+1,000 |
+166.67% |
TI Trust Inc. |
13,914 |
34,711 |
+20,797 |
+149.47% |
Elwood & Goetz Wealth Advisory Group LLC |
12,375 |
26,791 |
+14,416 |
+116.49% |
Plan Group Financial LLC |
10,251 |
21,626 |
+11,375 |
+110.96% |
Evergreen Private Wealth LLC |
77,167 |
160,527 |
+83,360 |
+108.03% |
Rise Advisors LLC |
3,903 |
8,111 |
+4,208 |
+107.81% |
Smith Chas P & Associates PA Cpas |
15,365 |
31,726 |
+16,361 |
+106.48% |
Summit Trail Advisors LLC |
58,101 |
118,178 |
+60,077 |
+103.40% |
Bill Few Associates Inc. |
28,013 |
53,369 |
+25,356 |
+90.52% |
Sage Mountain Advisors LLC |
18,158 |
32,675 |
+14,517 |
+79.95% |
Berger Financial Group Inc |
19,478 |
33,651 |
+14,173 |
+72.76% |
Robeco Institutional Asset Management B.V. |
8,781,258 |
15,027,870 |
+6,246,612 |
+71.14% |
LHM Inc. |
141,014 |
240,671 |
+99,657 |
+70.67% |
Assenagon Asset Management S.A. |
182,739 |
305,658 |
+122,919 |
+67.26% |
Callahan Advisors LLC |
156,807 |
255,867 |
+99,060 |
+63.17% |
Mcdonald Partners LLC |
21,427 |
33,827 |
+12,400 |
+57.87% |
Exeter Financial LLC |
30,520 |
46,843 |
+16,323 |
+53.48% |
Wesbanco Bank Inc. |
238,456 |
358,813 |
+120,357 |
+50.47% |
Atlas Capital Advisors LLC |
94,896 |
140,971 |
+46,075 |
+48.55% |
Independence Bank of Kentucky |
4,206 |
6,243 |
+2,037 |
+48.43% |
Somerset Trust Co |
40,709 |
59,878 |
+19,169 |
+47.09% |
Kempner Capital Management Inc. |
141,572 |
204,211 |
+62,639 |
+44.25% |
Sanders Morris Harris LLC |
39,301 |
56,127 |
+16,826 |
+42.81% |
Cullinan Associates Inc. |
14,156 |
20,156 |
+6,000 |
+42.38% |
Wagner Wealth Management LLC |
152,398 |
216,704 |
+64,306 |
+42.20% |
Pinnacle Associates Ltd. |
433,104 |
608,315 |
+175,211 |
+40.45% |
Dakota Wealth Management |
56,500 |
79,246 |
+22,746 |
+40.26% |
Genesee Capital Advisors LLC |
11,761 |
16,258 |
+4,497 |
+38.24% |
Quantum Financial Advisors LLC |
20,525 |
27,662 |
+7,137 |
+34.77% |
Natixis Advisors L.P. |
1,123,247 |
1,513,640 |
+390,393 |
+34.76% |
First National Trust Co |
74,631 |
100,348 |
+25,717 |
+34.46% |
Sovereign Financial Group Inc. |
34,173 |
45,797 |
+11,624 |
+34.02% |
Royal Fund Management LLC |
182,783 |
241,034 |
+58,251 |
+31.87% |
Cassia Capital Partners LLC |
30,315 |
39,953 |
+9,638 |
+31.79% |
Aaron Wealth Advisors |
17,167 |
22,449 |
+5,282 |
+30.77% |
Annex Advisory Services LLC |
15,620 |
20,299 |
+4,679 |
+29.96% |
McAdam LLC |
25,337 |
32,810 |
+7,473 |
+29.49% |
Arcataur Capital Management LLC |
11,005 |
14,212 |
+3,207 |
+29.14% |
Banque Cantonale Vaudoise |
225,872 |
289,931 |
+64,059 |
+28.36% |
Capital Advisors Wealth Management LLC |
14,704 |
18,662 |
+3,958 |
+26.92% |
Wealth Effects LLC |
30,472 |
38,376 |
+7,904 |
+25.94% |
Aprio Wealth Management LLC |
15,258 |
19,174 |
+3,916 |
+25.67% |
Verdence Capital Advisors LLC |
82,594 |
103,048 |
+20,454 |
+24.76% |
Monticello Wealth Management LLC |
12,009 |
14,959 |
+2,950 |
+24.56% |
Cedar Mountain Advisors LLC |
396 |
493 |
+97 |
+24.49% |
Main Street Financial Solutions LLC |
39,192 |
48,758 |
+9,566 |
+24.41% |
Hennessy Advisors Inc. |
258,960 |
321,660 |
+62,700 |
+24.21% |
Stolper Co |
102,151 |
124,845 |
+22,694 |
+22.22% |
GAMMA Investing LLC |
52,005 |
62,115 |
+10,110 |
+19.44% |
Allen Capital Group LLC |
12,470 |
14,872 |
+2,402 |
+19.26% |
AustralianSuper Pty Ltd |
7,899,845 |
9,416,581 |
+1,516,736 |
+19.20% |
Foster Group Inc. |
17,697 |
20,912 |
+3,215 |
+18.17% |
Red Door Wealth Management LLC |
29,081 |
34,314 |
+5,233 |
+17.99% |
Alta Capital Management LLC |
175,511 |
206,910 |
+31,399 |
+17.89% |
Godsey & Gibb Associates |
851,932 |
999,489 |
+147,557 |
+17.32% |
Salem Investment Counselors Inc. |
28,083 |
32,833 |
+4,750 |
+16.91% |
ZWJ Investment Counsel Inc. |
1,074,867 |
1,248,784 |
+173,917 |
+16.18% |
Private Ocean LLC |
1,912 |
2,214 |
+302 |
+15.79% |
Viking Fund Management LLC |
65,000 |
75,000 |
+10,000 |
+15.38% |
Wiley BROS. Aintree Capital LLC |
81,600 |
93,839 |
+12,239 |
+15.00% |
MJP Associates Inc. ADV |
18,725 |
21,427 |
+2,702 |
+14.43% |
Simon Quick Advisors LLC |
29,849 |
34,145 |
+4,296 |
+14.39% |
McGlone Suttner Wealth Management Inc. |
20,493 |
23,299 |
+2,806 |
+13.69% |
Charles Schwab Trust Co |
14,632 |
16,594 |
+1,962 |
+13.41% |
Austin Private Wealth LLC |
16,244 |
18,345 |
+2,101 |
+12.93% |
Mitchell & Pahl Private Wealth LLC |
69,766 |
78,739 |
+8,973 |
+12.86% |
Stablepoint Partners LLC |
238,214 |
268,363 |
+30,149 |
+12.66% |
Romano Brothers AND Company |
150,524 |
169,539 |
+19,015 |
+12.63% |
American National Bank |
32,622 |
36,704 |
+4,082 |
+12.51% |
Diversified Trust Co |
130,894 |
147,249 |
+16,355 |
+12.49% |
AdvisorNet Financial Inc |
17,816 |
20,002 |
+2,186 |
+12.27% |
CGC Financial Services LLC |
1,612 |
1,798 |
+186 |
+11.54% |
Capital Asset Advisory Services LLC |
153,174 |
170,469 |
+17,295 |
+11.29% |
Stephenson National Bank & Trust |
4,013 |
4,460 |
+447 |
+11.14% |
Cypress Wealth Services LLC |
11,056 |
12,276 |
+1,220 |
+11.03% |
626 Financial LLC |
30,013 |
33,293 |
+3,280 |
+10.93% |
AFG Fiduciary Services Limited Partnership |
11,638 |
12,889 |
+1,251 |
+10.75% |
Ipswich Investment Management Co. Inc. |
40,482 |
44,682 |
+4,200 |
+10.37% |
Pacifica Partners Inc. |
9,795 |
10,795 |
+1,000 |
+10.21% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
1,317,470 |
1,445,170 |
+127,700 |
+9.69% |
Weaver Consulting Group |
21,466 |
23,490 |
+2,024 |
+9.43% |
TRUE Private Wealth Advisors |
13,815 |
15,116 |
+1,301 |
+9.42% |
Catalyst Financial Partners LLC |
20,006 |
21,846 |
+1,840 |
+9.20% |
Wealthcare Advisory Partners LLC |
67,340 |
73,404 |
+6,064 |
+9.01% |
Premier Path Wealth Partners LLC |
107,144 |
116,754 |
+9,610 |
+8.97% |
BKM Wealth Management LLC |
5,282 |
5,752 |
+470 |
+8.90% |
Breakwater Capital Group |
30,770 |
33,432 |
+2,662 |
+8.65% |
Summit Financial LLC |
54,247 |
58,925 |
+4,678 |
+8.62% |
Krilogy Financial LLC |
78,499 |
85,244 |
+6,745 |
+8.59% |
Private Capital Management LLC |
17,982 |
19,462 |
+1,480 |
+8.23% |
Silvia Mccoll Wealth Management LLC |
10,541 |
11,391 |
+850 |
+8.06% |
Kovack Advisors Inc. |
157,324 |
169,908 |
+12,584 |
+8.00% |
Sound Income Strategies LLC |
995,997 |
1,075,108 |
+79,111 |
+7.94% |
Cyndeo Wealth Partners LLC |
33,344 |
35,935 |
+2,591 |
+7.77% |
Pure Financial Advisors Inc. |
22,332 |
24,063 |
+1,731 |
+7.75% |
Plimoth Trust Co. LLC |
135,428 |
145,815 |
+10,387 |
+7.67% |
Blue Bell Private Wealth Management LLC |
1,931 |
2,078 |
+147 |
+7.61% |
Conning Inc. |
44,884 |
48,293 |
+3,409 |
+7.60% |
Massmutual Trust Co. FSB ADV |
27,304 |
29,340 |
+2,036 |
+7.46% |
Aviance Capital Partners LLC |
21,465 |
23,060 |
+1,595 |
+7.43% |
Childress Capital Advisors LLC |
15,034 |
16,129 |
+1,095 |
+7.28% |
Clear Creek Financial Management LLC |
67,490 |
72,348 |
+4,858 |
+7.20% |
CX Institutional |
36,066 |
38,656 |
+2,590 |
+7.18% |
Lindbrook Capital LLC |
39,600 |
42,401 |
+2,801 |
+7.07% |
Total Clarity Wealth Management Inc. |
45,548 |
48,747 |
+3,199 |
+7.02% |
OLD National Bancorp IN |
1,615,377 |
1,727,685 |
+112,308 |
+6.95% |
Atlas Brown Inc. |
83,574 |
89,315 |
+5,741 |
+6.87% |
Checchi Capital Advisers LLC |
45,532 |
48,627 |
+3,095 |
+6.80% |
All Season Financial Advisors Inc. |
40,335 |
43,050 |
+2,715 |
+6.73% |
Hexagon Capital Partners LLC |
55,995 |
59,754 |
+3,759 |
+6.71% |
Ritholtz Wealth Management |
57,607 |
61,458 |
+3,851 |
+6.68% |
Apella Capital LLC |
22,007 |
23,452 |
+1,445 |
+6.57% |
L.M. Kohn & Company |
16,532 |
17,609 |
+1,077 |
+6.51% |
Chesley Taft & Associates LLC |
36,598 |
38,972 |
+2,374 |
+6.49% |
Investors Asset Management of Georgia Inc. GA ADV |
51,510 |
54,839 |
+3,329 |
+6.46% |
Aspire Private Capital LLC |
18,022 |
19,143 |
+1,121 |
+6.22% |
Roberts Wealth Advisors LLC |
77,947 |
82,700 |
+4,753 |
+6.10% |
Keel Point LLC |
30,957 |
32,814 |
+1,857 |
+6.00% |
Cavalier Investments LLC |
102,279 |
108,403 |
+6,124 |
+5.99% |
Essex Financial Services Inc. |
75,358 |
79,771 |
+4,413 |
+5.86% |
Wedmont Private Capital |
52,300 |
55,360 |
+3,060 |
+5.85% |
Claro Advisors LLC |
25,237 |
26,711 |
+1,474 |
+5.84% |
Winthrop Advisory Group LLC |
18,648 |
19,729 |
+1,081 |
+5.80% |
Ferguson Wellman Capital Management Inc. |
1,413,554 |
1,494,679 |
+81,125 |
+5.74% |
Fifth Third Bancorp |
860,833 |
910,168 |
+49,335 |
+5.73% |
Sterling Investment Counsel LLC |
19,186 |
20,271 |
+1,085 |
+5.66% |
Thrive Wealth Management LLC |
36,388 |
38,442 |
+2,054 |
+5.64% |
Daymark Wealth Partners LLC |
19,682 |
20,790 |
+1,108 |
+5.63% |
Bank of New York Mellon Corp |
71,469,645 |
75,484,518 |
+4,014,873 |
+5.62% |
Gulf International Bank UK Ltd |
587,648 |
620,173 |
+32,525 |
+5.53% |
Griffin Asset Management Inc. |
112,397 |
118,531 |
+6,134 |
+5.46% |
Register Financial Advisors LLC |
11,751 |
12,390 |
+639 |
+5.44% |
Versant Capital Management Inc |
6,383 |
6,717 |
+334 |
+5.23% |
Dominguez Wealth Management Solutions Inc. |
65,099 |
68,470 |
+3,371 |
+5.18% |
Raymond James & Associates |
11,482,631 |
12,070,388 |
+587,757 |
+5.12% |
GoalVest Advisory LLC |
80,825 |
84,852 |
+4,027 |
+4.98% |
Kowal Investment Group LLC |
61,351 |
64,394 |
+3,043 |
+4.96% |
Oxinas Partners Wealth Management LLC |
11,584 |
12,150 |
+566 |
+4.89% |
Country Trust Bank |
8,200 |
8,595 |
+395 |
+4.82% |
New York State Teachers Retirement System |
7,315,474 |
7,648,033 |
+332,559 |
+4.55% |
First Bank & Trust |
155,598 |
162,656 |
+7,058 |
+4.54% |
Teamwork Financial Advisors LLC |
22,247 |
23,243 |
+996 |
+4.48% |
Regatta Capital Group LLC |
136,064 |
141,888 |
+5,824 |
+4.28% |
First Hawaiian Bank |
130,406 |
135,828 |
+5,422 |
+4.16% |
Cahaba Wealth Management Inc. |
21,072 |
21,945 |
+873 |
+4.14% |
Central Valley Advisors LLC |
22,167 |
23,078 |
+911 |
+4.11% |
DekaBank Deutsche Girozentrale |
2,307,855 |
2,402,421 |
+94,566 |
+4.10% |
Nicholas Hoffman & Company LLC. |
146,023 |
151,990 |
+5,967 |
+4.09% |
Bridge Creek Capital Management LLC |
148,331 |
154,331 |
+6,000 |
+4.05% |
St. Johns Investment Management Company LLC |
23,563 |
24,503 |
+940 |
+3.99% |
Kwmg LLC |
246,563 |
256,219 |
+9,656 |
+3.92% |
Harbor Investment Advisory LLC |
11,450 |
11,895 |
+445 |
+3.89% |
Allworth Financial LP |
727,863 |
755,847 |
+27,984 |
+3.84% |
Veriti Management LLC |
184,373 |
191,305 |
+6,932 |
+3.76% |
Valley National Advisers Inc. |
25,976 |
26,934 |
+958 |
+3.69% |
Trust Co. of Toledo NA OH |
92,882 |
96,236 |
+3,354 |
+3.61% |
Busey Wealth Management |
99,020 |
102,565 |
+3,545 |
+3.58% |
Latitude Advisors LLC |
37,598 |
38,897 |
+1,299 |
+3.45% |
Advanced Asset Management Advisors Inc |
13,835 |
14,298 |
+463 |
+3.35% |
Hurlow Wealth Management Group Inc. |
10,321 |
10,667 |
+346 |
+3.35% |
Sunpointe LLC |
19,685 |
20,315 |
+630 |
+3.20% |
Alaska Permanent Fund Corp |
1,014,350 |
1,046,544 |
+32,194 |
+3.17% |
Farmers Trust Co. |
344,191 |
354,737 |
+10,546 |
+3.06% |
Miracle Mile Advisors LLC |
34,638 |
35,699 |
+1,061 |
+3.06% |
Center for Financial Planning Inc. |
15,312 |
15,762 |
+450 |
+2.94% |
Sunbelt Securities Inc. |
169,995 |
174,923 |
+4,928 |
+2.90% |
Principle Wealth Partners LLC |
32,168 |
33,088 |
+920 |
+2.86% |
Venturi Wealth Management LLC |
7,685 |
7,904 |
+219 |
+2.85% |
Park Avenue Securities LLC |
262,661 |
270,037 |
+7,376 |
+2.81% |
Rosenberg Matthew Hamilton |
7,367 |
7,569 |
+202 |
+2.74% |
Bell Bank |
440,735 |
452,661 |
+11,926 |
+2.71% |
Nilsine Partners LLC |
53,856 |
55,296 |
+1,440 |
+2.67% |
Boston Trust Walden Corp |
18,839 |
19,339 |
+500 |
+2.65% |
BSW Wealth Partners |
26,531 |
27,227 |
+696 |
+2.62% |
Uncommon Cents Investing LLC |
28,265 |
29,000 |
+735 |
+2.60% |
Windsor Capital Management LLC |
11,387 |
11,672 |
+285 |
+2.50% |
Zurcher Kantonalbank Zurich Cantonalbank |
3,592,145 |
3,679,328 |
+87,183 |
+2.43% |
Relyea Zuckerberg Hanson LLC |
18,425 |
18,872 |
+447 |
+2.43% |
Keystone Wealth Services LLC |
10,062 |
10,298 |
+236 |
+2.35% |
Tyche Wealth Partners LLC |
61,315 |
62,732 |
+1,417 |
+2.31% |
Westside Investment Management Inc. |
10,895 |
11,142 |
+247 |
+2.27% |
Duncker Streett & Co. Inc. |
10,986 |
11,232 |
+246 |
+2.24% |
Walker Asset Management LLC |
50,916 |
52,037 |
+1,121 |
+2.20% |
Strategic Financial Concepts LLC |
39,371 |
40,235 |
+864 |
+2.19% |
CFM Wealth Partners LLC |
20,303 |
20,737 |
+434 |
+2.14% |
Southland Equity Partners LLC |
32,450 |
33,139 |
+689 |
+2.12% |
Wheelhouse Advisory Group LLC |
25,764 |
26,301 |
+537 |
+2.08% |
Hoxton Planning & Management LLC |
15,437 |
15,756 |
+319 |
+2.07% |
Indiana Trust & Investment Management CO |
8,588 |
8,761 |
+173 |
+2.01% |
Farmers & Merchants Trust Co of Chambersburg PA |
2,322 |
2,368 |
+46 |
+1.98% |
BancFirst Trust & Investment Management |
14,937 |
15,233 |
+296 |
+1.98% |
Brown Advisory Inc. |
242,324 |
247,086 |
+4,762 |
+1.97% |
Wedge Capital Management L L P NC |
11,327 |
11,548 |
+221 |
+1.95% |
CHICAGO TRUST Co NA |
54,054 |
55,108 |
+1,054 |
+1.95% |
Lockerman Financial Group Inc. |
10,875 |
11,083 |
+208 |
+1.91% |
180 Wealth Advisors LLC |
62,434 |
63,605 |
+1,171 |
+1.88% |
Silverlake Wealth Management LLC |
66,380 |
67,593 |
+1,213 |
+1.83% |
Ridgewood Investments LLC |
21,604 |
21,982 |
+378 |
+1.75% |
Bogart Wealth LLC |
508,653 |
517,147 |
+8,494 |
+1.67% |
MKT Advisors LLC |
11,233 |
11,421 |
+188 |
+1.67% |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
39,267 |
39,918 |
+651 |
+1.66% |
ERn Financial LLC |
23,502 |
23,893 |
+391 |
+1.66% |
Activest Wealth Management |
181 |
184 |
+3 |
+1.66% |
Patten Group Inc. |
80,839 |
82,102 |
+1,263 |
+1.56% |
Bouchey Financial Group Ltd |
15,976 |
16,221 |
+245 |
+1.53% |
First Personal Financial Services |
8,144 |
8,268 |
+124 |
+1.52% |
Welch Group LLC |
66,174 |
67,164 |
+990 |
+1.50% |
Fortitude Family Office LLC |
40,981 |
41,595 |
+614 |
+1.50% |
Exchange Capital Management Inc. |
18,486 |
18,761 |
+275 |
+1.49% |
Solitude Financial Services |
66,300 |
67,286 |
+986 |
+1.49% |
N.E.W. Advisory Services LLC |
42,112 |
42,727 |
+615 |
+1.46% |
Adell Harriman & Carpenter Inc. |
111,852 |
113,473 |
+1,621 |
+1.45% |
Financial Management Professionals Inc. |
6,757 |
6,855 |
+98 |
+1.45% |
Ellenbecker Investment Group |
15,140 |
15,352 |
+212 |
+1.40% |
Calton & Associates Inc. |
36,703 |
37,162 |
+459 |
+1.25% |
Voisard Asset Management Group Inc. |
642 |
650 |
+8 |
+1.25% |
Hourglass Capital LLC |
179,480 |
181,680 |
+2,200 |
+1.23% |
Selective Wealth Management Inc. |
16,431 |
16,631 |
+200 |
+1.22% |
Private Trust Co. NA |
58,043 |
58,738 |
+695 |
+1.20% |
Professional Advisory Services Inc. |
1,125,519 |
1,138,677 |
+13,158 |
+1.17% |
Sage Rhino Capital LLC |
12,144 |
12,285 |
+141 |
+1.16% |
Palumbo Wealth Management LLC |
10,090 |
10,206 |
+116 |
+1.15% |
Planning Capital Management Corp |
6,832 |
6,910 |
+78 |
+1.14% |
Dynamic Advisor Solutions LLC |
172,952 |
174,890 |
+1,938 |
+1.12% |
Jacobsen Capital Management |
13,867 |
14,021 |
+154 |
+1.11% |
Elevated Capital Advisors LLC |
103,580 |
104,698 |
+1,118 |
+1.08% |
Eagle Wealth Strategies LLC |
19,092 |
19,295 |
+203 |
+1.06% |
Nadler Financial Group Inc. |
37,448 |
37,842 |
+394 |
+1.05% |
Detalus Advisors LLC |
52,455 |
53,006 |
+551 |
+1.05% |
CKW Financial Group |
4,978 |
5,028 |
+50 |
+1.00% |
Abacus Planning Group Inc. |
20,209 |
20,402 |
+193 |
+0.96% |
Chicago Partners Investment Group LLC |
50,879 |
51,353 |
+474 |
+0.93% |
Successful Portfolios LLC |
20,726 |
20,915 |
+189 |
+0.91% |
Perkins Coie Trust Co |
155,827 |
157,231 |
+1,404 |
+0.90% |
Lowe Wealth Advisors LLC |
1,460 |
1,473 |
+13 |
+0.89% |
Sivia Capital Partners LLC |
12,475 |
12,583 |
+108 |
+0.87% |
Maryland State Retirement & Pension System |
557,388 |
562,151 |
+4,763 |
+0.85% |
Sage Capital Advisors llc |
191,915 |
193,412 |
+1,497 |
+0.78% |
Stonegate Investment Group LLC |
51,997 |
52,402 |
+405 |
+0.78% |
Stewart & Patten Co. LLC |
632,502 |
637,353 |
+4,851 |
+0.77% |
Optas LLC |
18,699 |
18,843 |
+144 |
+0.77% |
NBT Bank N A NY |
120,655 |
121,567 |
+912 |
+0.76% |
Opinicus Capital Inc. |
17,415 |
17,547 |
+132 |
+0.76% |
Asset Dedication LLC |
61,629 |
62,089 |
+460 |
+0.75% |
Charter Oak Capital Management LLC |
15,663 |
15,779 |
+116 |
+0.74% |
Santori & Peters Inc. |
12,283 |
12,369 |
+86 |
+0.70% |
Cornerstone Wealth Group LLC |
279,936 |
281,841 |
+1,905 |
+0.68% |
International Assets Investment Management LLC |
774,548 |
779,709 |
+5,161 |
+0.67% |
San Luis Wealth Advisors LLC |
57,920 |
58,301 |
+381 |
+0.66% |
Cornell Pochily Investment Advisors Inc. |
69,742 |
70,194 |
+452 |
+0.65% |
MV Capital Management Inc. |
5,461 |
5,496 |
+35 |
+0.64% |
McKinley Carter Wealth Services Inc. |
21,346 |
21,460 |
+114 |
+0.53% |
SOA Wealth Advisors LLC. |
20,205 |
20,312 |
+107 |
+0.53% |
Piscataqua Savings Bank |
7,711 |
7,752 |
+41 |
+0.53% |
Albion Financial Group UT |
572 |
575 |
+3 |
+0.52% |
Manchester Financial Inc. |
17,689 |
17,774 |
+85 |
+0.48% |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
44,526 |
44,728 |
+202 |
+0.45% |
Czech National Bank |
1,252,730 |
1,258,419 |
+5,689 |
+0.45% |
Byrne Asset Management LLC |
43,463 |
43,656 |
+193 |
+0.44% |
First National Bank |
30,973 |
31,103 |
+130 |
+0.42% |
CWM LLC |
2,398,879 |
2,408,506 |
+9,627 |
+0.40% |
Centennial Wealth Advisory LLC |
29,825 |
29,943 |
+118 |
+0.40% |
Steele Capital Management Inc. |
14,459 |
14,514 |
+55 |
+0.38% |
Rocky Mountain Advisers LLC |
5,064 |
5,082 |
+18 |
+0.36% |
W Advisors LLC |
29,234 |
29,339 |
+105 |
+0.36% |
Leavell Investment Management Inc. |
48,644 |
48,812 |
+168 |
+0.35% |
Adirondack Trust Co. |
36,117 |
36,244 |
+127 |
+0.35% |
NBC Securities Inc. |
61,677 |
61,885 |
+208 |
+0.34% |
Wolff Wiese Magana LLC |
4,425 |
4,440 |
+15 |
+0.34% |
Wealthfront Advisers LLC |
1,104,746 |
1,108,429 |
+3,683 |
+0.33% |
Taylor & Morgan Wealth Management LLC |
40,188 |
40,321 |
+133 |
+0.33% |
Baldwin Brothers Inc. MA |
6,632 |
6,653 |
+21 |
+0.32% |
SOL Capital Management CO |
31,974 |
32,074 |
+100 |
+0.31% |
Hudson Capital Management LLC |
230,643 |
231,361 |
+718 |
+0.31% |
Ferguson Shapiro LLC |
10,641 |
10,674 |
+33 |
+0.31% |
Muirfield Wealth Advisors LLC |
11,877 |
11,914 |
+37 |
+0.31% |
First Financial Bank Trust Division |
20,266 |
20,322 |
+56 |
+0.28% |
Insight Folios Inc |
374,792 |
375,780 |
+988 |
+0.26% |
Bourne Lent Asset Management Inc. |
41,241 |
41,341 |
+100 |
+0.24% |
Albert D Mason Inc. |
34,465 |
34,549 |
+84 |
+0.24% |
GenWealth Group Inc. |
13,393 |
13,425 |
+32 |
+0.24% |
BCS Wealth Management |
48,479 |
48,594 |
+115 |
+0.24% |
Home Federal Bank of Tennessee |
23,623 |
23,673 |
+50 |
+0.21% |
Fulton Bank N.A. |
128,416 |
128,672 |
+256 |
+0.20% |
Tradewinds Capital Management LLC |
1,516 |
1,519 |
+3 |
+0.20% |
Wealth Alliance Advisory Group LLC |
68,186 |
68,313 |
+127 |
+0.19% |
Stableford Capital II LLC |
70,364 |
70,483 |
+119 |
+0.17% |
CVA Family Office LLC |
39,524 |
39,588 |
+64 |
+0.16% |
DHJJ Financial Advisors Ltd. |
634 |
635 |
+1 |
+0.16% |
Financial Freedom LLC |
655 |
656 |
+1 |
+0.15% |
Insight Financial Services |
858 |
859 |
+1 |
+0.12% |
Ridgecrest Wealth Partners LLC |
17,094 |
17,112 |
+18 |
+0.11% |
Parcion Private Wealth LLC |
19,025 |
19,043 |
+18 |
+0.09% |
Cascade Investment Advisors Inc. |
69,915 |
69,965 |
+50 |
+0.07% |
MBE Wealth Management LLC |
10,408 |
10,413 |
+5 |
+0.05% |
Caldwell Sutter Capital Inc. |
42,389 |
42,407 |
+18 |
+0.04% |
Pacific Sage Partners LLC |
22,479 |
22,489 |
+10 |
+0.04% |
Shulman DeMeo Asset Management LLC |
42,237 |
42,246 |
+9 |
+0.02% |
Oak Harbor Wealth Partners LLC |
12,911 |
12,913 |
+2 |
+0.02% |
State of Michigan Retirement System |
18,409,013 |
18,410,513 |
+1,500 |
+0.01% |
Tealwood Asset Management Inc. |
34,378 |
34,382 |
+4 |
+0.01% |
Strategic Planning Group LLC |
11,140 |
11,141 |
+1 |
+0.01% |
13F Filers Reporting New Positions In T |
Avondale Wealth Management |
0 |
0 |
UNCH |
100% |
American National Bank & Trust Co. VA |
0 |
38,902 |
+38,902 |
+100% |
Coastline Trust Co |
0 |
39,143 |
+39,143 |
+100% |
Cushing Asset Management LP |
0 |
55,000 |
+55,000 |
+100% |
Westend Capital Management LLC |
0 |
286 |
+286 |
+100% |
Northwest Investment Counselors LLC |
0 |
9,076 |
+9,076 |
+100% |
YHB Investment Advisors Inc. |
0 |
5,176 |
+5,176 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
87,684 |
+87,684 |
+100% |
Legacy Wealth Management Inc |
0 |
92,170 |
+92,170 |
+100% |
Community Financial Services Group LLC |
0 |
14,481 |
+14,481 |
+100% |
AMF Pensionsforsakring AB |
0 |
659,661 |
+659,661 |
+100% |
First Affirmative Financial Network |
0 |
12,962 |
+12,962 |
+100% |
Horizon Financial Services LLC |
0 |
8,168 |
+8,168 |
+100% |
Quattro Financial Advisors LLC |
0 |
30,750 |
+30,750 |
+100% |
MinichMacGregor Wealth Management LLC |
0 |
10,139 |
+10,139 |
+100% |
Inscription Capital LLC |
0 |
41,688 |
+41,688 |
+100% |
Occidental Asset Management LLC |
0 |
119,987 |
+119,987 |
+100% |
Meadow Creek Wealth Advisors LLC |
0 |
20,304 |
+20,304 |
+100% |
LifeSteps Financial Inc. |
0 |
3,164 |
+3,164 |
+100% |
RMR Wealth Builders |
0 |
11,153 |
+11,153 |
+100% |
Revolve Wealth Partners LLC |
0 |
11,633 |
+11,633 |
+100% |
Jackson Square Capital LLC |
0 |
67,640 |
+67,640 |
+100% |
Legacy Financial Group LLC |
0 |
11,819 |
+11,819 |
+100% |
Fifth Third Wealth Advisors LLC |
0 |
44,432 |
+44,432 |
+100% |
Eagle Strategies LLC |
0 |
70,025 |
+70,025 |
+100% |
Kathleen S. Wright Associates Inc. |
0 |
555 |
+555 |
+100% |
Simplicity Wealth LLC |
0 |
256,481 |
+256,481 |
+100% |
Global Assets Advisory LLC |
0 |
138,408 |
+138,408 |
+100% |
Dixon Mitchell Investment Counsel Inc. |
0 |
1,300 |
+1,300 |
+100% |
Traveka Wealth LLC |
0 |
10,110 |
+10,110 |
+100% |
Signal Advisors Wealth LLC |
0 |
13,635 |
+13,635 |
+100% |
Focus Financial Network Inc. |
0 |
18,585 |
+18,585 |
+100% |
nVerses Capital LLC |
0 |
300 |
+300 |
+100% |
Mosley Wealth Management |
0 |
18,781 |
+18,781 |
+100% |
Accordant Advisory Group Inc |
0 |
1,300 |
+1,300 |
+100% |
Executive Wealth Group LLC |
0 |
12,532 |
+12,532 |
+100% |
Financial Synergies Wealth Advisors Inc. |
0 |
1,366 |
+1,366 |
+100% |
13F Filers With Unchanged Share Count |
First Merchants Corp |
15,539 |
15,539 |
UNCH |
0.00% |
Mount Vernon Associates Inc. MD |
32,519 |
32,519 |
UNCH |
0.00% |
Wasatch Advisors Inc. |
220,000 |
220,000 |
UNCH |
0.00% |
Toth Financial Advisory Corp |
50 |
50 |
UNCH |
0.00% |
Woodstock Corp |
13,880 |
13,880 |
UNCH |
0.00% |
Fort Washington Investment Advisors Inc. OH |
3,330,726 |
3,330,726 |
UNCH |
0.00% |
Charter Trust Co. |
35,322 |
35,322 |
UNCH |
0.00% |
Abner Herrman & Brock LLC |
11,000 |
11,000 |
UNCH |
0.00% |
Spirit of America Management Corp NY |
9,500 |
9,500 |
UNCH |
0.00% |
Moody National Bank Trust Division |
32,594 |
32,594 |
UNCH |
0.00% |
Bonness Enterprises Inc. |
89,200 |
89,200 |
UNCH |
0.00% |
Family Capital Trust Co |
7,800 |
7,800 |
UNCH |
0.00% |
Proffitt & Goodson Inc. |
1,010 |
1,010 |
UNCH |
0.00% |
Greylin Investment Mangement Inc. |
10,350 |
10,350 |
UNCH |
0.00% |
Central Bank & Trust Co. |
13,113 |
13,113 |
UNCH |
0.00% |
Thompson Investment Management Inc. |
6,846 |
6,846 |
UNCH |
0.00% |
America First Investment Advisors LLC |
254 |
254 |
UNCH |
0.00% |
Willis Investment Counsel |
998,410 |
998,410 |
UNCH |
0.00% |
Canal Insurance CO |
170,000 |
170,000 |
UNCH |
0.00% |
Hartford Financial Management Inc. |
7,699 |
7,699 |
UNCH |
0.00% |
Contravisory Investment Management Inc. |
635 |
635 |
UNCH |
0.00% |
Cacti Asset Management LLC |
10,000 |
10,000 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
154,832 |
154,832 |
UNCH |
0.00% |
Nexus Investment Management ULC |
32,800 |
32,800 |
UNCH |
0.00% |
Oldfield Partners LLP |
17,900 |
17,900 |
UNCH |
0.00% |
Reliant Investment Management LLC |
95,402 |
95,402 |
UNCH |
0.00% |
Alta Advisers Ltd |
19,200 |
19,200 |
UNCH |
0.00% |
Copeland Capital Management LLC |
552 |
552 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
15,806 |
15,806 |
UNCH |
0.00% |
Catalyst Capital Advisors LLC |
81,300 |
81,300 |
UNCH |
0.00% |
JNBA Financial Advisors |
4,775 |
4,775 |
UNCH |
0.00% |
R.H. Dinel Investment Counsel Inc. |
16,393 |
16,393 |
UNCH |
0.00% |
Cranbrook Wealth Management LLC |
4,197 |
4,197 |
UNCH |
0.00% |
S. R. Schill & Associates |
22,618 |
22,618 |
UNCH |
0.00% |
Roble Belko & Company Inc |
805 |
805 |
UNCH |
0.00% |
Perpetual Ltd |
261,434 |
261,434 |
UNCH |
0.00% |
First PREMIER Bank |
71 |
71 |
UNCH |
0.00% |
Bristlecone Advisors LLC |
12,524 |
12,524 |
UNCH |
0.00% |
Legacy Bridge LLC |
83 |
83 |
UNCH |
0.00% |
Perennial Advisors LLC |
10,795 |
10,795 |
UNCH |
0.00% |
Symmetry Partners LLC |
51,351 |
51,351 |
UNCH |
0.00% |
Security National Bank |
4,692 |
4,692 |
UNCH |
0.00% |
Global Trust Asset Management LLC |
3,045 |
3,045 |
UNCH |
0.00% |
Northwest Capital Management Inc |
7,033 |
7,033 |
UNCH |
0.00% |
Luken Investment Analytics LLC |
1,144 |
1,144 |
UNCH |
0.00% |
Solstein Capital LLC |
300 |
300 |
UNCH |
0.00% |
Essex Savings Bank |
25,193 |
25,193 |
UNCH |
0.00% |
Inlet Private Wealth LLC |
55,950 |
55,950 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
820 |
820 |
UNCH |
0.00% |
Wesleyan Assurance Society |
120,000 |
120,000 |
UNCH |
0.00% |
Legend Financial Advisors Inc. |
2,307 |
2,307 |
UNCH |
0.00% |
HBW Advisory Services LLC |
171,556 |
171,556 |
UNCH |
0.00% |
John W. Brooker & Co. CPAs |
12,177 |
12,177 |
UNCH |
0.00% |
PFG Private Wealth Management LLC |
100 |
100 |
UNCH |
0.00% |
General Partner Inc. |
200 |
200 |
UNCH |
0.00% |
Lion Street Advisors LLC |
17,775 |
17,775 |
UNCH |
0.00% |
Investment Research & Advisory Group Inc. |
714 |
714 |
UNCH |
0.00% |
Game Plan Financial Advisors LLC |
55 |
55 |
UNCH |
0.00% |
Sowa Financial Group Inc. |
13,062 |
13,062 |
UNCH |
0.00% |
Davis Capital Management |
425 |
425 |
UNCH |
0.00% |
Citadel Investment Advisory Inc. |
28,025 |
28,025 |
UNCH |
0.00% |
David J Yvars Group |
16,533 |
16,533 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
1,533 |
1,533 |
UNCH |
0.00% |
Hoese & Co LLP |
1,468 |
1,468 |
UNCH |
0.00% |
Newton One Investments LLC |
950 |
950 |
UNCH |
0.00% |
Round Rock Advisors LLC |
20,163 |
20,163 |
UNCH |
0.00% |
Robbins Farley LLC |
177 |
177 |
UNCH |
0.00% |
Howard Capital Management Group LLC |
19,832 |
19,832 |
UNCH |
0.00% |
JTC Employer Solutions Trusteee Ltd |
700 |
700 |
UNCH |
0.00% |
Maryland Capital Advisors Inc. |
2,415 |
2,415 |
UNCH |
0.00% |
Hedges Asset Management LLC |
19,500 |
19,500 |
UNCH |
0.00% |
Midwest Heritage Bank FSB |
14,170 |
14,170 |
UNCH |
0.00% |
Red Tortoise LLC |
1,001 |
1,001 |
UNCH |
0.00% |
Family CFO Inc |
957 |
957 |
UNCH |
0.00% |
Global Wealth Strategies & Associates |
3,635 |
3,635 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
41,077 |
41,077 |
UNCH |
0.00% |
Triasima Portfolio Management inc. |
82,570 |
82,570 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
3,067 |
3,067 |
UNCH |
0.00% |
Horizons Wealth Management |
229 |
229 |
UNCH |
0.00% |
Fee Only Financial Planning L.C. |
25,577 |
25,577 |
UNCH |
0.00% |
Creative Capital Management Investments LLC |
2,554 |
2,554 |
UNCH |
0.00% |
Stephens Consulting LLC |
2,629 |
2,629 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
397 |
397 |
UNCH |
0.00% |
Forza Wealth Management LLC |
31,914 |
31,914 |
UNCH |
0.00% |
Heritage Wealth Partners LLC |
15,018 |
15,018 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
1,465 |
1,465 |
UNCH |
0.00% |
Massachusetts Wealth Management |
19,387 |
19,387 |
UNCH |
0.00% |
Cultivar Capital Inc. |
10,875 |
10,875 |
UNCH |
0.00% |
CJM Wealth Advisers Ltd. |
10,261 |
10,261 |
UNCH |
0.00% |
Halpern Financial Inc. |
2,726 |
2,726 |
UNCH |
0.00% |
Arbor Wealth Advisors LLC |
16,189 |
16,189 |
UNCH |
0.00% |
Partnership Wealth Management LLC |
24,858 |
24,858 |
UNCH |
0.00% |
Objectivity Squared LLC |
10,455 |
10,455 |
UNCH |
0.00% |
Sprinkle Financial Consultants LLC |
10,183 |
10,183 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
3,050 |
3,050 |
UNCH |
0.00% |
13F Filers Decreasing T Share Count |
Cutler Group LP |
84,982 |
611 |
-84,371 |
-99.28% |
Rational Advisors LLC |
81,300 |
4,320 |
-76,980 |
-94.69% |
M&R Capital Management Inc. |
22,676 |
1,574 |
-21,102 |
-93.06% |
Richardson Capital Management LLC |
3,700 |
310 |
-3,390 |
-91.62% |
Simplex Trading LLC |
767,232 |
64,856 |
-702,376 |
-91.55% |
Worth Asset Management LLC |
147,470 |
13,246 |
-134,224 |
-91.02% |
Morton Brown Family Wealth LLC |
2,622 |
487 |
-2,135 |
-81.43% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
3,495 |
675 |
-2,820 |
-80.69% |
First Citizens Bank & Trust Co. |
198,227 |
47,070 |
-151,157 |
-76.25% |
Retirement Guys Formula LLC |
38,735 |
10,125 |
-28,610 |
-73.86% |
Advisor Resource Council |
55,126 |
15,301 |
-39,825 |
-72.24% |
Towerpoint Wealth LLC |
34,762 |
11,290 |
-23,472 |
-67.52% |
Gradient Investments LLC |
55,017 |
23,479 |
-31,538 |
-57.32% |
Ashton Thomas Private Wealth LLC |
75,124 |
37,108 |
-38,016 |
-50.60% |
Marino Stram & Associates LLC |
29,372 |
15,324 |
-14,048 |
-47.83% |
Eudaimonia Advisors LLC |
42,495 |
22,634 |
-19,861 |
-46.74% |
Blue Chip Partners Inc. |
15,271 |
8,157 |
-7,114 |
-46.59% |
Fidelity D & D Bancorp Inc. |
22,339 |
12,171 |
-10,168 |
-45.52% |
Mezzasalma Advisors LLC |
20,534 |
11,423 |
-9,111 |
-44.37% |
James J. Burns & Company LLC |
39,964 |
23,791 |
-16,173 |
-40.47% |
Symphony Financial Ltd. Co. |
96,144 |
57,485 |
-38,659 |
-40.21% |
Jacobs & Co. CA |
75,534 |
45,274 |
-30,260 |
-40.06% |
Founders Capital Management |
2,222 |
1,350 |
-872 |
-39.24% |
SeaCrest Wealth Management LLC |
216,050 |
131,900 |
-84,150 |
-38.95% |
Triumph Capital Management |
35,998 |
22,231 |
-13,767 |
-38.24% |
Congress Wealth Management LLC DE |
37,261 |
23,039 |
-14,222 |
-38.17% |
West Oak Capital LLC |
790 |
490 |
-300 |
-37.97% |
ZRC Wealth Management LLC |
609 |
379 |
-230 |
-37.77% |
Dakota Community Bank & Trust NA |
269 |
169 |
-100 |
-37.17% |
Wealth Enhancement Advisory Services LLC |
1,528,387 |
994,467 |
-533,920 |
-34.93% |
Strategic Advocates LLC |
15,628 |
10,252 |
-5,376 |
-34.40% |
Armor Investment Advisors LLC |
30,014 |
19,851 |
-10,163 |
-33.86% |
MONECO Advisors LLC |
59,940 |
40,035 |
-19,905 |
-33.21% |
Tempus Wealth Planning LLC |
21,333 |
14,336 |
-6,997 |
-32.80% |
Mather Group LLC. |
27,744 |
19,089 |
-8,655 |
-31.20% |
West Branch Capital LLC |
15,453 |
10,665 |
-4,788 |
-30.98% |
Tsfg LLC |
10,792 |
7,516 |
-3,276 |
-30.36% |
Octavia Wealth Advisors LLC |
35,571 |
24,794 |
-10,777 |
-30.30% |
RVW Wealth LLC |
45,908 |
32,764 |
-13,144 |
-28.63% |
Los Angeles Capital Management & Equity Research Inc. |
1,710,524 |
1,222,625 |
-487,899 |
-28.52% |
Community Bank of Raymore |
197,253 |
144,348 |
-52,905 |
-26.82% |
PSI Advisors LLC |
12,091 |
8,849 |
-3,242 |
-26.81% |
Acropolis Investment Management LLC |
17,406 |
12,898 |
-4,508 |
-25.90% |
Newbridge Financial Services Group Inc. |
62,108 |
46,054 |
-16,054 |
-25.85% |
WealthCare Investment Partners LLC |
31,619 |
23,613 |
-8,006 |
-25.32% |
Steel Peak Wealth Management LLC |
256,917 |
192,922 |
-63,995 |
-24.91% |
Narwhal Capital Management |
72,600 |
54,575 |
-18,025 |
-24.83% |
Horizon Bancorp Inc. IN |
8,802 |
6,617 |
-2,185 |
-24.82% |
GHP Investment Advisors Inc. |
16,930 |
12,865 |
-4,065 |
-24.01% |
Peoples Financial Services CORP. |
19,944 |
15,244 |
-4,700 |
-23.57% |
Horizon Wealth Management LLC |
50,561 |
38,703 |
-11,858 |
-23.45% |
Thomasville National Bank |
36,507 |
28,016 |
-8,491 |
-23.26% |
KMG Fiduciary Partners LLC |
17,235 |
13,289 |
-3,946 |
-22.90% |
Purus Wealth Management LLC |
16,423 |
12,708 |
-3,715 |
-22.62% |
United Asset Strategies Inc. |
15,639 |
12,120 |
-3,519 |
-22.50% |
Brookstone Capital Management |
984,978 |
765,682 |
-219,296 |
-22.26% |
BLB&B Advisors LLC |
34,408 |
27,149 |
-7,259 |
-21.10% |
SYSTM Wealth Solutions LLC |
15,547 |
12,341 |
-3,206 |
-20.62% |
Fragasso Group Inc. |
20,759 |
16,532 |
-4,227 |
-20.36% |
DNB Asset Management AS |
1,396,809 |
1,117,293 |
-279,516 |
-20.01% |
Neville Rodie & Shaw Inc. |
43,798 |
35,073 |
-8,725 |
-19.92% |
LongView Wealth Management |
50,986 |
41,031 |
-9,955 |
-19.52% |
Financial Perspectives Inc |
22,076 |
17,770 |
-4,306 |
-19.51% |
Appleton Partners Inc. MA |
18,674 |
15,170 |
-3,504 |
-18.76% |
Norway Savings Bank |
12,310 |
10,060 |
-2,250 |
-18.28% |
Clarius Group LLC |
40,943 |
33,465 |
-7,478 |
-18.26% |
Prospect Financial Services LLC |
49,597 |
40,647 |
-8,950 |
-18.05% |
Drive Wealth Management LLC |
24,180 |
19,845 |
-4,335 |
-17.93% |
Northstar Asset Management LLC |
24,121 |
19,800 |
-4,321 |
-17.91% |
Raymond James Trust N.A. |
556,872 |
457,503 |
-99,369 |
-17.84% |
Kingswood Wealth Advisors LLC |
133,333 |
109,646 |
-23,687 |
-17.77% |
Court Place Advisors LLC |
30,499 |
25,138 |
-5,361 |
-17.58% |
Harrington Investments INC |
14,518 |
11,978 |
-2,540 |
-17.50% |
Sunflower Bank N.A. |
20,683 |
17,089 |
-3,594 |
-17.38% |
Viewpoint Capital Management LLC |
38,833 |
32,124 |
-6,709 |
-17.28% |
Meyer Handelman Co. |
172,125 |
142,511 |
-29,614 |
-17.20% |
Ignite Planners LLC |
99,042 |
82,139 |
-16,903 |
-17.07% |
Hanson & Doremus Investment Management |
17,779 |
14,751 |
-3,028 |
-17.03% |
Strategic Blueprint LLC |
45,248 |
37,568 |
-7,680 |
-16.97% |
Richelieu Gestion PLC |
158,579 |
131,946 |
-26,633 |
-16.79% |
JJJ Advisors Inc. |
5,232 |
4,375 |
-857 |
-16.38% |
LVM Capital Management Ltd. MI |
33,210 |
28,030 |
-5,180 |
-15.60% |
Allspring Global Investments Holdings LLC |
3,098,428 |
2,632,510 |
-465,918 |
-15.04% |
Sugarloaf Wealth Management LLC |
19,164 |
16,306 |
-2,858 |
-14.91% |
Burke & Herbert Bank & Trust Co. |
26,377 |
22,454 |
-3,923 |
-14.87% |
Hudson Valley Investment Advisors Inc. ADV |
51,674 |
44,081 |
-7,593 |
-14.69% |
Amalgamated Bank |
1,723,085 |
1,474,285 |
-248,800 |
-14.44% |
FSC Wealth Advisors LLC |
5,586 |
4,783 |
-803 |
-14.38% |
Parsons Capital Management Inc. RI |
59,346 |
50,922 |
-8,424 |
-14.19% |
Folger Nolan Fleming Douglas Capital Management Inc. |
29,532 |
25,388 |
-4,144 |
-14.03% |
Affinity Wealth Management LLC |
12,960 |
11,159 |
-1,801 |
-13.90% |
Investment Partners LTD. |
13,996 |
12,062 |
-1,934 |
-13.82% |
Xcel Wealth Management LLC |
109,678 |
95,881 |
-13,797 |
-12.58% |
Wallace Advisory Group LLC |
40,870 |
35,748 |
-5,122 |
-12.53% |
MEMBERS Trust Co |
24,629 |
21,608 |
-3,021 |
-12.27% |
UMB Bank N A MO |
171,808 |
151,449 |
-20,359 |
-11.85% |
Prestige Wealth Management Group LLC |
51,079 |
45,062 |
-6,017 |
-11.78% |
Confluence Wealth Services Inc. |
52,721 |
46,733 |
-5,988 |
-11.36% |
Cedrus LLC |
29,712 |
26,351 |
-3,361 |
-11.31% |
Greenfield Savings Bank |
20,092 |
17,830 |
-2,262 |
-11.26% |
Nations Financial Group Inc. IA ADV |
57,862 |
51,386 |
-6,476 |
-11.19% |
Park National Corp OH |
85,306 |
75,772 |
-9,534 |
-11.18% |
Inspirion Wealth Advisors LLC |
12,366 |
11,009 |
-1,357 |
-10.97% |
Powers Advisory Group LLC |
20,104 |
17,917 |
-2,187 |
-10.88% |
Key Client Fiduciary Advisors LLC |
92,546 |
82,567 |
-9,979 |
-10.78% |
PayPay Securities Corp |
1,263 |
1,128 |
-135 |
-10.69% |
Donaldson Capital Management LLC |
19,028 |
16,996 |
-2,032 |
-10.68% |
Gleason Group Inc. |
1,556 |
1,390 |
-166 |
-10.67% |
Canandaigua National Bank & Trust Co. |
70,091 |
62,755 |
-7,336 |
-10.47% |
Procyon Private Wealth Partners LLC |
45,320 |
40,651 |
-4,669 |
-10.30% |
AlphaMark Advisors LLC |
6,524 |
5,856 |
-668 |
-10.24% |
Bath Savings Trust Co |
44,956 |
40,399 |
-4,557 |
-10.14% |
Chicago Capital LLC |
38,136 |
34,306 |
-3,830 |
-10.04% |
Gilman Hill Asset Management LLC |
49,342 |
44,417 |
-4,925 |
-9.98% |
Steigerwald Gordon & Koch Inc. |
458,206 |
412,657 |
-45,549 |
-9.94% |
Country Club Bank GFN |
77,536 |
69,960 |
-7,576 |
-9.77% |
MPS Loria Financial Planners LLC |
15,252 |
13,781 |
-1,471 |
-9.64% |
Summit Financial Group Inc. |
41,762 |
37,745 |
-4,017 |
-9.62% |
Alpha Cubed Investments LLC |
29,841 |
27,006 |
-2,835 |
-9.50% |
Harbour Trust & Investment Management Co |
19,645 |
17,821 |
-1,824 |
-9.28% |
Park Place Capital Corp |
41,174 |
37,376 |
-3,798 |
-9.22% |
City Holding Co. |
52,980 |
48,105 |
-4,875 |
-9.20% |
Curbstone Financial Management Corp |
36,180 |
32,860 |
-3,320 |
-9.18% |
Advance Capital Management Inc. |
96,979 |
88,330 |
-8,649 |
-8.92% |
Cedar Brook Financial Partners LLC |
29,432 |
26,875 |
-2,557 |
-8.69% |
Barrett & Company Inc. |
12,677 |
11,580 |
-1,097 |
-8.65% |
Pensionfund Sabic |
117,000 |
107,000 |
-10,000 |
-8.55% |
Grimes & Company Inc. |
33,572 |
30,709 |
-2,863 |
-8.53% |
Long Run Wealth Advisors LLC |
78,131 |
71,624 |
-6,507 |
-8.33% |
Stratos Wealth Advisors LLC |
69,530 |
63,745 |
-5,785 |
-8.32% |
Carret Asset Management LLC |
108,139 |
99,218 |
-8,921 |
-8.25% |
Patriot Investment Management Inc. |
16,851 |
15,465 |
-1,386 |
-8.23% |
NorthCrest Asset Manangement LLC |
59,036 |
54,275 |
-4,761 |
-8.06% |
Channel Wealth LLC |
17,223 |
15,844 |
-1,379 |
-8.01% |
Congress Park Capital LLC |
13,500 |
12,500 |
-1,000 |
-7.41% |
S.A. Mason LLC |
6,218 |
5,762 |
-456 |
-7.33% |
Summa Corp. |
23,523 |
21,800 |
-1,723 |
-7.32% |
Burns J W & Co. Inc. NY |
23,342 |
21,642 |
-1,700 |
-7.28% |
Peterson Financial Group Inc. |
87,420 |
81,071 |
-6,349 |
-7.26% |
Cohen Investment Advisors LLC |
15,943 |
14,794 |
-1,149 |
-7.21% |
Pallas Capital Advisors LLC |
23,942 |
22,227 |
-1,715 |
-7.16% |
Arkfeld Wealth Strategies L.L.C. |
24,757 |
22,985 |
-1,772 |
-7.16% |
First Financialcorp IN |
10,677 |
9,912 |
-765 |
-7.16% |
Clifford Swan Investment Counsel LLC |
308,519 |
286,505 |
-22,014 |
-7.14% |
State of Alaska Department of Revenue |
1,116,686 |
1,037,026 |
-79,660 |
-7.13% |
Doliver Advisors LP |
13,665 |
12,696 |
-969 |
-7.09% |
Guardian Investment Management |
59,132 |
54,976 |
-4,156 |
-7.03% |
Washington Capital Management Inc. |
24,654 |
22,922 |
-1,732 |
-7.03% |
Securian Asset Management Inc |
452,835 |
421,132 |
-31,703 |
-7.00% |
Glass Jacobson Investment Advisors llc |
24,362 |
22,720 |
-1,642 |
-6.74% |
Stratos Wealth Partners LTD. |
263,261 |
245,535 |
-17,726 |
-6.73% |
Bellevue Asset Management LLC |
2,977 |
2,780 |
-197 |
-6.62% |
Beese Fulmer Investment Management Inc. |
85,300 |
79,877 |
-5,423 |
-6.36% |
Chapin Davis Inc. |
35,478 |
33,265 |
-2,213 |
-6.24% |
Aurum Wealth Management Group LLC |
50,988 |
47,821 |
-3,167 |
-6.21% |
Armstrong Fleming & Moore Inc |
62,711 |
58,902 |
-3,809 |
-6.07% |
MTM Investment Management LLC |
13,245 |
12,448 |
-797 |
-6.02% |
Eagle Rock Investment Company LLC |
19,468 |
18,298 |
-1,170 |
-6.01% |
Pflug Koory LLC |
2,979 |
2,801 |
-178 |
-5.98% |
Horst & Graben Wealth Management LLC |
17,968 |
16,901 |
-1,067 |
-5.94% |
Wetzel Investment Advisors Inc. |
9,868 |
9,283 |
-585 |
-5.93% |
Evanson Asset Management LLC |
19,279 |
18,154 |
-1,125 |
-5.84% |
OneAscent Financial Services LLC |
42,812 |
40,338 |
-2,474 |
-5.78% |
Horrell Capital Management Inc. |
32,224 |
30,371 |
-1,853 |
-5.75% |
Altfest L J & Co. Inc. |
37,372 |
35,240 |
-2,132 |
-5.70% |
Sar Wealth Management Group LLC |
24,019 |
22,657 |
-1,362 |
-5.67% |
KG&L Capital Management LLC |
12,046 |
11,368 |
-678 |
-5.63% |
ST Germain D J Co. Inc. |
23,277 |
21,966 |
-1,311 |
-5.63% |
Monarch Capital Management Inc. |
19,673 |
18,573 |
-1,100 |
-5.59% |
Aspiriant LLC |
16,587 |
15,664 |
-923 |
-5.56% |
First Dallas Securities Inc. |
94,621 |
89,383 |
-5,238 |
-5.54% |
Columbus Macro LLC |
71,071 |
67,138 |
-3,933 |
-5.53% |
Peoples Bank KS |
31,359 |
29,641 |
-1,718 |
-5.48% |
AHL Investment Management Inc. |
129,029 |
121,957 |
-7,072 |
-5.48% |
Ausdal Financial Partners Inc. |
91,221 |
86,226 |
-4,995 |
-5.48% |
MBA Advisors LLC |
15,775 |
14,917 |
-858 |
-5.44% |
Cullen Investment Group LTD. |
71,482 |
67,633 |
-3,849 |
-5.38% |
Acorn Wealth Advisors LLC |
23,958 |
22,682 |
-1,276 |
-5.33% |
RDA Financial Network |
26,145 |
24,783 |
-1,362 |
-5.21% |
Alpha Omega Wealth Management LLC |
500,114 |
474,902 |
-25,212 |
-5.04% |
Farmers & Merchants Investments Inc. |
92,598 |
87,971 |
-4,627 |
-5.00% |
Twelve Points Wealth Management LLC |
18,911 |
17,972 |
-939 |
-4.97% |
Murphy Middleton Hinkle & Parker Inc. |
12,889 |
12,249 |
-640 |
-4.97% |
Richard P Slaughter Associates Inc |
219,619 |
208,744 |
-10,875 |
-4.95% |
Equitable Trust Co. |
16,857 |
16,028 |
-829 |
-4.92% |
Priebe Wealth Holdings LLC |
12,368 |
11,762 |
-606 |
-4.90% |
Tompkins Financial Corp |
56,178 |
53,428 |
-2,750 |
-4.90% |
Compass Ion Advisors LLC |
18,298 |
17,409 |
-889 |
-4.86% |
Everett Harris & Co. CA |
43,034 |
40,948 |
-2,086 |
-4.85% |
D. Scott Neal Inc. |
38,768 |
36,890 |
-1,878 |
-4.84% |
Berkshire Bank |
15,523 |
14,778 |
-745 |
-4.80% |
Ballentine Partners LLC |
79,621 |
75,802 |
-3,819 |
-4.80% |
Oliver Luxxe Assets LLC |
19,714 |
18,771 |
-943 |
-4.78% |
Bridges Investment Management Inc. |
43,143 |
41,143 |
-2,000 |
-4.64% |
Capital Advisors Ltd. LLC |
2,696 |
2,572 |
-124 |
-4.60% |
TruWealth Advisors LLC |
15,929 |
15,203 |
-726 |
-4.56% |
Coston McIsaac & Partners |
3,952 |
3,773 |
-179 |
-4.53% |
Trust Co. of Virginia VA |
50,894 |
48,629 |
-2,265 |
-4.45% |
Portside Wealth Group LLC |
116,421 |
111,433 |
-4,988 |
-4.28% |
Bank of New Hampshire |
10,961 |
10,495 |
-466 |
-4.25% |
Taddei Ludwig & Associates Inc. |
11,005 |
10,537 |
-468 |
-4.25% |
Sumitomo Life Insurance Co. |
62,140 |
59,519 |
-2,621 |
-4.22% |
Sapient Capital LLC |
42,404 |
40,626 |
-1,778 |
-4.19% |
DMG Group LLC |
31,372 |
30,057 |
-1,315 |
-4.19% |
Carlton Hofferkamp & Jenks Wealth Management LLC |
36,392 |
34,875 |
-1,517 |
-4.17% |
High Net Worth Advisory Group LLC |
12,898 |
12,362 |
-536 |
-4.16% |
Hartford Investment Management Co. |
481,476 |
461,937 |
-19,539 |
-4.06% |
Courier Capital LLC |
67,809 |
65,097 |
-2,712 |
-4.00% |
Riverview Trust Co |
13,307 |
12,776 |
-531 |
-3.99% |
Sterneck Capital Management LLC |
16,035 |
15,405 |
-630 |
-3.93% |
Flagship Harbor Advisors LLC |
84,151 |
80,910 |
-3,241 |
-3.85% |
RFG Advisory LLC |
75,617 |
72,730 |
-2,887 |
-3.82% |
Louisiana State Employees Retirement System |
432,300 |
416,200 |
-16,100 |
-3.72% |
Aurora Private Wealth Inc. |
17,311 |
16,668 |
-643 |
-3.71% |
Everpar Advisors LLC |
17,114 |
16,482 |
-632 |
-3.69% |
City State Bank |
22,724 |
21,885 |
-839 |
-3.69% |
Trust Point Inc. |
64,347 |
62,024 |
-2,323 |
-3.61% |
Kellett Schaffner Wealth Advisors LLC |
18,387 |
17,726 |
-661 |
-3.59% |
CHURCHILL MANAGEMENT Corp |
299,364 |
288,690 |
-10,674 |
-3.57% |
WFA Asset Management Corp |
206,891 |
199,914 |
-6,977 |
-3.37% |
Pinnacle Bank |
13,337 |
12,888 |
-449 |
-3.37% |
Archford Capital Strategies LLC |
13,277 |
12,840 |
-437 |
-3.29% |
Future Financial Wealth Managment LLC |
36,113 |
34,947 |
-1,166 |
-3.23% |
Penbrook Management LLC |
15,555 |
15,055 |
-500 |
-3.21% |
Arden Trust Co |
18,042 |
17,466 |
-576 |
-3.19% |
New Mexico Educational Retirement Board |
371,962 |
360,162 |
-11,800 |
-3.17% |
Foster & Motley Inc. |
140,039 |
135,631 |
-4,408 |
-3.15% |
Centre Asset Management LLC |
123,610 |
119,731 |
-3,879 |
-3.14% |
Schnieders Capital Management LLC |
19,053 |
18,460 |
-593 |
-3.11% |
TrueWealth Advisors LLC |
82,077 |
79,529 |
-2,548 |
-3.10% |
Compass Wealth Management LLC |
3,049 |
2,955 |
-94 |
-3.08% |
WASHINGTON TRUST Co |
451,787 |
438,281 |
-13,506 |
-2.99% |
Vanguard Capital Wealth Advisors |
12,228 |
11,866 |
-362 |
-2.96% |
Moisand Fitzgerald Tamayo LLC |
10,789 |
10,471 |
-318 |
-2.95% |
Burkett Financial Services LLC |
67,180 |
65,229 |
-1,951 |
-2.90% |
Buckley Wealth Management LLC |
137,700 |
133,700 |
-4,000 |
-2.90% |
Oakworth Capital Inc. |
9,930 |
9,642 |
-288 |
-2.90% |
Optimum Investment Advisors |
32,837 |
31,884 |
-953 |
-2.90% |
Trueblood Wealth Management LLC |
13,058 |
12,680 |
-378 |
-2.89% |
HT Partners LLC |
11,324 |
11,000 |
-324 |
-2.86% |
Advisors Management Group Inc. ADV |
413,540 |
401,777 |
-11,763 |
-2.84% |
Verum Partners LLC |
12,048 |
11,712 |
-336 |
-2.79% |
Woodmont Investment Counsel LLC |
28,985 |
28,180 |
-805 |
-2.78% |
CENTRAL TRUST Co |
220,584 |
214,563 |
-6,021 |
-2.73% |
Webster Bank N. A. |
44,833 |
43,617 |
-1,216 |
-2.71% |
Bfsg LLC |
296,719 |
288,711 |
-8,008 |
-2.70% |
Bruce G. Allen Investments LLC |
25,961 |
25,280 |
-681 |
-2.62% |
West Paces Advisors Inc. |
2,706 |
2,635 |
-71 |
-2.62% |
Eudaimonia Partners LLC |
17,332 |
16,888 |
-444 |
-2.56% |
Radnor Capital Management LLC |
55,143 |
53,731 |
-1,412 |
-2.56% |
Etesian Wealth Advisors Inc. |
35,566 |
34,698 |
-868 |
-2.44% |
FirstPurpose Wealth LLC |
13,846 |
13,517 |
-329 |
-2.38% |
SignalPoint Asset Management LLC |
19,447 |
18,988 |
-459 |
-2.36% |
Cubic Asset Management LLC |
102,769 |
100,369 |
-2,400 |
-2.34% |
Capital Investment Advisory Services LLC |
89,513 |
87,434 |
-2,079 |
-2.32% |
Prairie Sky Financial Group LLC |
11,820 |
11,547 |
-273 |
-2.31% |
Arlington Trust Co LLC |
6,652 |
6,500 |
-152 |
-2.29% |
TCP Asset Management LLC |
11,211 |
10,962 |
-249 |
-2.22% |
Carmichael Hill & Associates Inc. |
24,013 |
23,479 |
-534 |
-2.22% |
E&G Advisors LP |
13,693 |
13,393 |
-300 |
-2.19% |
Alliance Wealth Advisors LLC |
17,311 |
16,936 |
-375 |
-2.17% |
Hall Laurie J Trustee |
64,587 |
63,187 |
-1,400 |
-2.17% |
Hodges Capital Management Inc. |
44,203 |
43,242 |
-961 |
-2.17% |
HF Advisory Group LLC |
101,221 |
99,108 |
-2,113 |
-2.09% |
Lauer Wealth LLC |
20,416 |
20,007 |
-409 |
-2.00% |
Yousif Capital Management LLC |
1,199,908 |
1,175,984 |
-23,924 |
-1.99% |
Next Level Private LLC |
213,809 |
209,588 |
-4,221 |
-1.97% |
Willis Johnson & Associates Inc. |
13,660 |
13,392 |
-268 |
-1.96% |
Jeppson Wealth Management LLC |
206,553 |
202,563 |
-3,990 |
-1.93% |
Keystone Financial Planning Inc. |
285,305 |
279,789 |
-5,516 |
-1.93% |
CRA Financial Services LLC |
16,776 |
16,466 |
-310 |
-1.85% |
Financial Sense Advisors Inc. |
162,405 |
159,560 |
-2,845 |
-1.75% |
Lantz Financial LLC |
22,074 |
21,696 |
-378 |
-1.71% |
Douglas Lane & Associates LLC |
334,541 |
329,000 |
-5,541 |
-1.66% |
Valeo Financial Advisors LLC |
166,807 |
164,075 |
-2,732 |
-1.64% |
Guyasuta Investment Advisors Inc. |
52,824 |
51,960 |
-864 |
-1.64% |
Vicus Capital |
33,371 |
32,850 |
-521 |
-1.56% |
Whitener Capital Management Inc. |
11,743 |
11,560 |
-183 |
-1.56% |
Rockland Trust Co. |
38,544 |
37,944 |
-600 |
-1.56% |
Global Retirement Partners LLC |
136,893 |
134,818 |
-2,075 |
-1.52% |
Accurate Wealth Management LLC |
42,403 |
41,764 |
-639 |
-1.51% |
Kiley Juergens Wealth Management LLC |
42,242 |
41,610 |
-632 |
-1.50% |
Spire Wealth Management |
58,103 |
57,246 |
-857 |
-1.47% |
PFS Partners LLC |
30,083 |
29,656 |
-427 |
-1.42% |
Raymond James Financial Services Advisors Inc. |
3,107,612 |
3,063,783 |
-43,829 |
-1.41% |
Trust Co |
44,211 |
43,593 |
-618 |
-1.40% |
MBM Wealth Consultants LLC |
15,637 |
15,421 |
-216 |
-1.38% |
Coastal Investment Advisors Inc. |
54,787 |
54,042 |
-745 |
-1.36% |
Finer Wealth Management Inc. |
128,588 |
126,908 |
-1,680 |
-1.31% |
tru Independence LLC |
273,337 |
269,796 |
-3,541 |
-1.30% |
Pinnacle West Asset Management Inc. |
33,173 |
32,752 |
-421 |
-1.27% |
Boltwood Capital Management |
36,853 |
36,393 |
-460 |
-1.25% |
Franklin Street Advisors Inc. NC |
28,711 |
28,357 |
-354 |
-1.23% |
Gateway Investment Advisers LLC |
1,914,885 |
1,891,970 |
-22,915 |
-1.20% |
SJS Investment Consulting Inc. |
6,594 |
6,517 |
-77 |
-1.17% |
US Asset Management LLC |
20,102 |
19,868 |
-234 |
-1.16% |
Regions Financial Corp |
2,702,961 |
2,673,002 |
-29,959 |
-1.11% |
Apexium Financial LP |
58,970 |
58,334 |
-636 |
-1.08% |
Smallwood Wealth Investment Management LLC |
32,326 |
32,001 |
-325 |
-1.01% |
Means Investment CO. Inc. |
14,720 |
14,582 |
-138 |
-0.94% |
Wendell David Associates Inc. |
23,452 |
23,252 |
-200 |
-0.85% |
HTLF Bank |
35,783 |
35,481 |
-302 |
-0.84% |
Oak Asset Management LLC |
29,335 |
29,089 |
-246 |
-0.84% |
Strategic Advisors LLC |
152,985 |
151,708 |
-1,277 |
-0.83% |
IFM Investors Pty Ltd |
1,427,149 |
1,415,475 |
-11,674 |
-0.82% |
Lbmc Investment Advisors LLC |
13,956 |
13,843 |
-113 |
-0.81% |
Norwood Financial Corp |
9,288 |
9,213 |
-75 |
-0.81% |
Exchange Bank |
18,573 |
18,425 |
-148 |
-0.80% |
MCF Advisors LLC |
18,351 |
18,205 |
-146 |
-0.80% |
CIC Wealth LLC |
11,915 |
11,821 |
-94 |
-0.79% |
Signature Wealth Management Partners LLC |
69,698 |
69,172 |
-526 |
-0.75% |
Cornerstone Wealth Management LLC |
151,324 |
150,196 |
-1,128 |
-0.75% |
Atticus Wealth Management LLC |
10,904 |
10,824 |
-80 |
-0.73% |
GFS Advisors LLC |
179,823 |
178,523 |
-1,300 |
-0.72% |
UMA Financial Services Inc. |
12,171 |
12,089 |
-82 |
-0.67% |
Allen Mooney & Barnes Investment Advisors LLC |
256,987 |
255,370 |
-1,617 |
-0.63% |
First Horizon Advisors Inc. |
941,372 |
935,850 |
-5,522 |
-0.59% |
Sumitomo Mitsui Trust Holdings Inc. |
17,397,656 |
17,300,435 |
-97,221 |
-0.56% |
Investment Partners Asset Management Inc. |
87,033 |
86,573 |
-460 |
-0.53% |
Adams Asset Advisors LLC |
634,500 |
631,483 |
-3,017 |
-0.48% |
Capital Investment Advisors LLC |
1,105,280 |
1,100,439 |
-4,841 |
-0.44% |
Cigna Investments Inc. New |
76,219 |
75,881 |
-338 |
-0.44% |
Benin Management CORP |
25,255 |
25,148 |
-107 |
-0.42% |
Professional Financial Advisors LLC |
10,496 |
10,456 |
-40 |
-0.38% |
Tower Wealth Partners Inc. |
20,076 |
20,001 |
-75 |
-0.37% |
Bangor Savings Bank |
81,563 |
81,269 |
-294 |
-0.36% |
Peak Financial Advisors LLC |
26,456 |
26,369 |
-87 |
-0.33% |
Kinneret Advisory LLC |
77,569 |
77,328 |
-241 |
-0.31% |
Cooper Financial Group |
45,810 |
45,681 |
-129 |
-0.28% |
Addenda Capital Inc. |
327,956 |
327,042 |
-914 |
-0.28% |
Kennedy Investment Group |
26,186 |
26,122 |
-64 |
-0.24% |
Wealthstar Advisors LLC |
12,566 |
12,537 |
-29 |
-0.23% |
Cambridge Investment Research Advisors Inc. |
2,355,009 |
2,350,254 |
-4,755 |
-0.20% |
Amplius Wealth Advisors LLC |
75,942 |
75,802 |
-140 |
-0.18% |
LexAurum Advisors LLC |
41,918 |
41,857 |
-61 |
-0.15% |
Edmp Inc. |
105,512 |
105,369 |
-143 |
-0.14% |
New Century Financial Group LLC |
60,530 |
60,452 |
-78 |
-0.13% |
Harbor Group Inc. |
22,958 |
22,934 |
-24 |
-0.10% |
Trilogy Capital Inc. |
11,391 |
11,383 |
-8 |
-0.07% |
Hyperion Partners LLC |
26,178 |
26,161 |
-17 |
-0.06% |
Dupree Financial Group LLC |
314,432 |
314,264 |
-168 |
-0.05% |
OneAscent Wealth Management LLC |
24,746 |
24,735 |
-11 |
-0.04% |
Atlantic Union Bankshares Corp |
31,291 |
31,289 |
-2 |
-0.01% |
13F Filers Exiting T |
Fielder Capital Group LLC |
14,072 |
0 |
-14,072 |
-100.00% |
Bear Mountain Capital Inc. |
15 |
0 |
-15 |
-100.00% |
GUNN & Co INVESTMENT MANAGEMENT INC. |
15,365 |
0 |
-15,365 |
-100.00% |
Lecap Asset Management Ltd. |
26,259 |
0 |
-26,259 |
-100.00% |
TrueMark Investments LLC |
161,645 |
0 |
-161,645 |
-100.00% |
Park Edge Advisors LLC |
10,133 |
0 |
-10,133 |
-100.00% |
Oak Hill Wealth Advisors LLC |
37,121 |
0 |
-37,121 |
-100.00% |
Chico Wealth RIA |
16,989 |
0 |
-16,989 |
-100.00% |
Retireful LLC |
69,296 |
0 |
-69,296 |
-100.00% |
Claris Advisors LLC MO |
19,311 |
0 |
-19,311 |
-100.00% |
Agate Pass Investment Management LLC |
16,592 |
0 |
-16,592 |
-100.00% |
Independent Wealth Network Inc. |
26,167 |
0 |
-26,167 |
-100.00% |
Level Financial Advisors Inc. |
1,079 |
0 |
-1,079 |
-100.00% |
Clarity Financial LLC |
17,135 |
0 |
-17,135 |
-100.00% |
Koss Olinger Consulting LLC |
22,177 |
0 |
-22,177 |
-100.00% |
Naviter Wealth LLC |
59,526 |
0 |
-59,526 |
-100.00% |
True Link Financial Advisors LLC |
10,519 |
0 |
-10,519 |
-100.00% |
Opal Wealth Advisors LLC |
11,554 |
0 |
-11,554 |
-100.00% |
Bond & Devick Financial Network Inc. |
15,171 |
0 |
-15,171 |
-100.00% |
Annapolis Financial Services LLC |
1,037 |
0 |
-1,037 |
-100.00% |
Garrett Investment Advisors LLC |
28,071 |
0 |
-28,071 |
-100.00% |
Marshall Financial Group LLC |
14,319 |
0 |
-14,319 |
-100.00% |
F M Investments LLC |
10,494 |
0 |
-10,494 |
-100.00% |
Planned Solutions Inc. |
1,043 |
0 |
-1,043 |
-100.00% |
Cordant Inc. |
450 |
0 |
-450 |
-100.00% |
Tennessee Valley Asset Management Partners |
3,610 |
0 |
-3,610 |
-100.00% |
Walkner Condon Financial Advisors LLC |
34,923 |
0 |
-34,923 |
-100.00% |
Disciplined Investments LLC |
11,035 |
0 |
-11,035 |
-100.00% |
Grant GrossMendelsohn LLC |
10,156 |
0 |
-10,156 |
-100.00% |
Zhang Financial LLC |
12,054 |
0 |
-12,054 |
-100.00% |
RHS Financial LLC |
13,310 |
0 |
-13,310 |
-100.00% |
SlateStone Wealth LLC |
31,843 |
0 |
-31,843 |
-100.00% |
Meridian Financial Partners LLC |
10,388 |
0 |
-10,388 |
-100.00% |
Oak Thistle LLC |
62,561 |
0 |
-62,561 |
-100.00% |
Little House Capital LLC |
10,074 |
0 |
-10,074 |
-100.00% |
Wells Trecaso Financial Group LLC |
14,243 |
0 |
-14,243 |
-100.00% |
Affiance Financial LLC |
15,027 |
0 |
-15,027 |
-100.00% |
OmniStar Financial Group Inc. |
38,168 |
0 |
-38,168 |
-100.00% |
Meridian Wealth Management LLC |
58,490 |
0 |
-58,490 |
-100.00% |
Integrated Investment Consultants LLC |
102,542 |
0 |
-102,542 |
-100.00% |
Wela Strategies Inc. |
10,571 |
0 |
-10,571 |
-100.00% |
Carlson Capital Management |
22,657 |
0 |
-22,657 |
-100.00% |
Mechanics Bank Trust Department |
10,518 |
0 |
-10,518 |
-100.00% |
Stockman Wealth Management Inc. |
11,019 |
0 |
-11,019 |
-100.00% |
Weiss Multi Strategy Advisers LLC |
225,000 |
0 |
-225,000 |
-100.00% |
Founders Financial Securities LLC |
10,080 |
0 |
-10,080 |
-100.00% |
Dumont & Blake Investment Advisors LLC |
10,001 |
0 |
-10,001 |
-100.00% |
First Community Trust NA |
13,644 |
0 |
-13,644 |
-100.00% |
Bourgeon Capital Management LLC |
179 |
0 |
-179 |
-100.00% |
Lawson Kroeker Investment Management Inc. NE |
13,825 |
0 |
-13,825 |
-100.00% |
Schmidt P J Investment Management Inc. |
10,978 |
0 |
-10,978 |
-100.00% |
Moseley Investment Management Inc. |
12,946 |
0 |
-12,946 |
-100.00% |
See Summary: Institutional Holders of T
See Details: Top 10 Hedge Funds Holding T
Also See: T Insider Buying
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