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|
|
This page summarizes the UL 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 UL 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 UL Share Count |
|---|
| Compagnie Lombard Odier SCmA |
1,000 |
391,000 |
+390,000 |
+39000.00% |
| Keystone Financial Planning Inc. |
42,873 |
128,655 |
+85,782 |
+200.08% |
| Sigma Planning Corp |
12,615 |
28,039 |
+15,424 |
+122.27% |
| Aaron Wealth Advisors |
6,467 |
13,115 |
+6,648 |
+102.80% |
| InTrack Investment Management Inc |
14,319 |
27,952 |
+13,633 |
+95.21% |
| Alpha Cubed Investments LLC |
132,718 |
245,556 |
+112,838 |
+85.02% |
| Smart Money Group LLC |
4,801 |
8,465 |
+3,664 |
+76.32% |
| Financial Management Professionals Inc. |
347 |
610 |
+263 |
+75.79% |
| ST Germain D J Co. Inc. |
59 |
101 |
+42 |
+71.19% |
| Hexagon Capital Partners LLC |
3,409 |
5,120 |
+1,711 |
+50.19% |
| Transcend Wealth Collective LLC |
6,112 |
8,832 |
+2,720 |
+44.50% |
| BKM Wealth Management LLC |
9,591 |
13,705 |
+4,114 |
+42.89% |
| Nicholas Hoffman & Company LLC. |
28,935 |
41,105 |
+12,170 |
+42.06% |
| Kornitzer Capital Management Inc. KS |
116,371 |
163,642 |
+47,271 |
+40.62% |
| HF Advisory Group LLC |
9,712 |
13,352 |
+3,640 |
+37.48% |
| PFG Investments LLC |
7,728 |
10,572 |
+2,844 |
+36.80% |
| Naviter Wealth LLC |
41,387 |
56,499 |
+15,112 |
+36.51% |
| Ritholtz Wealth Management |
27,330 |
36,873 |
+9,543 |
+34.92% |
| Nilsine Partners LLC |
4,156 |
5,531 |
+1,375 |
+33.08% |
| Retirement Guys Formula LLC |
9,488 |
12,611 |
+3,123 |
+32.92% |
| Perigon Wealth Management LLC |
7,992 |
10,507 |
+2,515 |
+31.47% |
| Putnam FL Investment Management Co. |
9,997 |
12,877 |
+2,880 |
+28.81% |
| Auxano Advisors LLC |
23,813 |
30,404 |
+6,591 |
+27.68% |
| Allspring Global Investments Holdings LLC |
762,085 |
969,267 |
+207,182 |
+27.19% |
| Riverwater Partners LLC |
7,625 |
9,621 |
+1,996 |
+26.18% |
| Bruce G. Allen Investments LLC |
2,516 |
3,157 |
+641 |
+25.48% |
| Ashton Thomas Private Wealth LLC |
7,409 |
9,284 |
+1,875 |
+25.31% |
| Arlington Partners LLC |
50,116 |
62,726 |
+12,610 |
+25.16% |
| Phillips Wealth Planners LLC |
8,367 |
10,384 |
+2,017 |
+24.11% |
| Diversified Trust Co |
4,668 |
5,754 |
+1,086 |
+23.26% |
| Geneos Wealth Management Inc. |
5,287 |
6,496 |
+1,209 |
+22.87% |
| Portside Wealth Group LLC |
33,067 |
40,496 |
+7,429 |
+22.47% |
| Smartleaf Asset Management LLC |
223 |
272 |
+49 |
+21.97% |
| Mission Wealth Management LP |
5,511 |
6,636 |
+1,125 |
+20.41% |
| Pavion Blue Capital LLC |
37,237 |
44,740 |
+7,503 |
+20.15% |
| Patriot Financial Group Insurance Agency LLC |
10,742 |
12,903 |
+2,161 |
+20.12% |
| Salvus Wealth Management LLC |
13,565 |
16,275 |
+2,710 |
+19.98% |
| United Community Bank |
2,960 |
3,550 |
+590 |
+19.93% |
| Mutual Advisors LLC |
46,701 |
55,576 |
+8,875 |
+19.00% |
| Saratoga Research & Investment Management |
2,307,261 |
2,744,882 |
+437,621 |
+18.97% |
| Abundance Wealth Counselors |
15,865 |
18,788 |
+2,923 |
+18.42% |
| FirstPurpose Wealth LLC |
9,057 |
10,671 |
+1,614 |
+17.82% |
| Concord Wealth Partners |
1,400 |
1,647 |
+247 |
+17.64% |
| GAMMA Investing LLC |
6,665 |
7,838 |
+1,173 |
+17.60% |
| Regions Financial Corp |
64,494 |
75,722 |
+11,228 |
+17.41% |
| Callan Capital LLC |
4,643 |
5,425 |
+782 |
+16.84% |
| JJJ Advisors Inc. |
524 |
611 |
+87 |
+16.60% |
| Jennison Associates LLC |
165,791 |
192,856 |
+27,065 |
+16.32% |
| Huntington National Bank |
15,709 |
18,233 |
+2,524 |
+16.07% |
| Caldwell Sutter Capital Inc. |
543 |
630 |
+87 |
+16.02% |
| Empower Advisory Group LLC |
6,714 |
7,788 |
+1,074 |
+16.00% |
| Spire Wealth Management |
18,722 |
21,666 |
+2,944 |
+15.72% |
| WCM Investment Management LLC |
4,473 |
5,169 |
+696 |
+15.56% |
| Natixis Advisors L.P. |
1,333,649 |
1,537,898 |
+204,249 |
+15.32% |
| Range Financial Group LLC |
9,037 |
10,409 |
+1,372 |
+15.18% |
| Aurum Wealth Management Group LLC |
8,404 |
9,593 |
+1,189 |
+14.15% |
| Tevis Investment Management |
68,933 |
78,688 |
+9,755 |
+14.15% |
| St. James Investment Company LLC |
651,918 |
743,845 |
+91,927 |
+14.10% |
| Hennessy Advisors Inc. |
93,800 |
107,000 |
+13,200 |
+14.07% |
| Parkside Financial Bank & Trust |
5,964 |
6,801 |
+837 |
+14.03% |
| BSW Wealth Partners |
6,593 |
7,507 |
+914 |
+13.86% |
| SYSTM Wealth Solutions LLC |
82,870 |
94,197 |
+11,327 |
+13.67% |
| Signaturefd LLC |
32,182 |
36,419 |
+4,237 |
+13.17% |
| Unique Wealth Strategies LLC |
14,266 |
16,116 |
+1,850 |
+12.97% |
| Value Partners Investments Inc. |
6,301 |
7,059 |
+758 |
+12.03% |
| Cardinal Capital Management |
34,265 |
38,068 |
+3,803 |
+11.10% |
| Summit Trail Advisors LLC |
5,217 |
5,715 |
+498 |
+9.55% |
| NBC Securities Inc. |
17,087 |
18,702 |
+1,615 |
+9.45% |
| Traveka Wealth LLC |
4,415 |
4,830 |
+415 |
+9.40% |
| Stablepoint Partners LLC |
82,207 |
89,871 |
+7,664 |
+9.32% |
| Bank of New York Mellon Corp |
630,268 |
687,463 |
+57,195 |
+9.07% |
| Brown Advisory Inc. |
743,657 |
810,384 |
+66,727 |
+8.97% |
| Cardinal Capital Management Inc. |
366,487 |
398,947 |
+32,460 |
+8.86% |
| Optas LLC |
4,951 |
5,389 |
+438 |
+8.85% |
| PDS Planning Inc |
7,639 |
8,302 |
+663 |
+8.68% |
| Ronald Blue Trust Inc. |
6,698 |
7,279 |
+581 |
+8.67% |
| Fulcrum Capital LLC |
4,825 |
5,220 |
+395 |
+8.19% |
| Sunbelt Securities Inc. |
601 |
648 |
+47 |
+7.82% |
| Gilman Hill Asset Management LLC |
56,351 |
60,737 |
+4,386 |
+7.78% |
| Breakwater Capital Group |
6,565 |
7,065 |
+500 |
+7.62% |
| Sound Income Strategies LLC |
159,515 |
171,570 |
+12,055 |
+7.56% |
| GoalVest Advisory LLC |
17,919 |
19,255 |
+1,336 |
+7.46% |
| Oakworth Capital Inc. |
618 |
664 |
+46 |
+7.44% |
| FinTrust Capital Advisors LLC |
3,708 |
3,974 |
+266 |
+7.17% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
15,607 |
16,714 |
+1,107 |
+7.09% |
| SPC Financial Inc. |
4,675 |
4,975 |
+300 |
+6.42% |
| Oak Ridge Investments LLC |
92,174 |
97,947 |
+5,773 |
+6.26% |
| Hedges Asset Management LLC |
31,950 |
33,950 |
+2,000 |
+6.26% |
| Chase Investment Counsel Corp |
6,246 |
6,630 |
+384 |
+6.15% |
| Absher Wealth Management LLC |
4,845 |
5,133 |
+288 |
+5.94% |
| Mirae Asset Global Investments Co. Ltd. |
49,125 |
51,958 |
+2,833 |
+5.77% |
| Verdence Capital Advisors LLC |
35,742 |
37,766 |
+2,024 |
+5.66% |
| Farmers & Merchants Trust Co of Chambersburg PA |
234 |
247 |
+13 |
+5.56% |
| Hanson & Doremus Investment Management |
16,490 |
17,375 |
+885 |
+5.37% |
| Sandy Cove Advisors LLC |
10,180 |
10,720 |
+540 |
+5.30% |
| Autumn Glory Partners LLC |
61,377 |
64,615 |
+3,238 |
+5.28% |
| HB Wealth Management LLC |
13,022 |
13,702 |
+680 |
+5.22% |
| Dynamic Advisor Solutions LLC |
69,026 |
72,623 |
+3,597 |
+5.21% |
| Foresight Capital Management Advisors Inc. |
40,788 |
42,898 |
+2,110 |
+5.17% |
| Berkshire Bank |
59,492 |
62,404 |
+2,912 |
+4.89% |
| Bell Bank |
42,171 |
44,225 |
+2,054 |
+4.87% |
| Checchi Capital Advisers LLC |
16,794 |
17,577 |
+783 |
+4.66% |
| Harbor Investment Advisory LLC |
1,196 |
1,250 |
+54 |
+4.52% |
| Mitchell & Pahl Private Wealth LLC |
17,063 |
17,832 |
+769 |
+4.51% |
| Raymond James & Associates |
2,655,297 |
2,769,807 |
+114,510 |
+4.31% |
| Capital Advisors Inc. OK |
526,462 |
547,787 |
+21,325 |
+4.05% |
| Welch Group LLC |
824,466 |
857,776 |
+33,310 |
+4.04% |
| Country Club Bank GFN |
8,490 |
8,832 |
+342 |
+4.03% |
| CORDA Investment Management LLC. |
834,609 |
866,203 |
+31,594 |
+3.79% |
| Lineweaver Wealth Advisors LLC |
25,757 |
26,730 |
+973 |
+3.78% |
| Martin Capital Partners LLC |
153,690 |
159,406 |
+5,716 |
+3.72% |
| Stock Yards Bank & Trust Co. |
12,047 |
12,492 |
+445 |
+3.69% |
| Sage Rhino Capital LLC |
8,404 |
8,711 |
+307 |
+3.65% |
| Janney Montgomery Scott LLC |
449,997 |
466,277 |
+16,280 |
+3.62% |
| Matthew Goff Investment Advisor LLC |
166,763 |
172,700 |
+5,937 |
+3.56% |
| Timber Creek Capital Management LLC |
40,376 |
41,802 |
+1,426 |
+3.53% |
| First Pacific Financial |
17,235 |
17,842 |
+607 |
+3.52% |
| Allworth Financial LP |
9,704 |
10,034 |
+330 |
+3.40% |
| Keene & Associates Inc. |
63,419 |
65,479 |
+2,060 |
+3.25% |
| Long Run Wealth Advisors LLC |
20,804 |
21,465 |
+661 |
+3.18% |
| Raymond James Trust N.A. |
60,165 |
62,070 |
+1,905 |
+3.17% |
| Coston McIsaac & Partners |
92,835 |
95,724 |
+2,889 |
+3.11% |
| Yacktman Asset Management LP |
290,653 |
299,630 |
+8,977 |
+3.09% |
| Aries Wealth Management |
6,529 |
6,729 |
+200 |
+3.06% |
| Creative Financial Designs Inc. ADV |
2,514 |
2,579 |
+65 |
+2.59% |
| NorthCrest Asset Manangement LLC |
131,846 |
135,246 |
+3,400 |
+2.58% |
| Azzad Asset Management Inc. ADV |
58,546 |
59,970 |
+1,424 |
+2.43% |
| Tritonpoint Wealth LLC |
14,493 |
14,830 |
+337 |
+2.33% |
| Graybill Bartz & Assoc Ltd. |
5,049 |
5,164 |
+115 |
+2.28% |
| Lincoln National Corp |
6,916 |
7,069 |
+153 |
+2.21% |
| Rockland Trust Co. |
174,234 |
178,047 |
+3,813 |
+2.19% |
| First Affirmative Financial Network |
16,373 |
16,709 |
+336 |
+2.05% |
| LGL Partners LLC |
12,674 |
12,932 |
+258 |
+2.04% |
| Pine Haven Investment Counsel Inc |
6,133 |
6,258 |
+125 |
+2.04% |
| Mather Group LLC. |
9,374 |
9,553 |
+179 |
+1.91% |
| Regatta Capital Group LLC |
35,489 |
36,135 |
+646 |
+1.82% |
| Curbstone Financial Management Corp |
16,628 |
16,928 |
+300 |
+1.80% |
| Kestra Private Wealth Services LLC |
48,431 |
49,227 |
+796 |
+1.64% |
| Windle Wealth LLC |
119,608 |
121,501 |
+1,893 |
+1.58% |
| Lester Murray Antman dba SimplyRich |
32,174 |
32,669 |
+495 |
+1.54% |
| Buffington Mohr McNeal |
26,861 |
27,215 |
+354 |
+1.32% |
| Smithbridge Asset Management Inc. DE |
57,072 |
57,808 |
+736 |
+1.29% |
| Sivia Capital Partners LLC |
7,989 |
8,090 |
+101 |
+1.26% |
| CHICAGO TRUST Co NA |
4,702 |
4,760 |
+58 |
+1.23% |
| Ballentine Partners LLC |
16,021 |
16,210 |
+189 |
+1.18% |
| Thompson Investment Management Inc. |
1,928 |
1,950 |
+22 |
+1.14% |
| Thomasville National Bank |
49,280 |
49,829 |
+549 |
+1.11% |
| Red Door Wealth Management LLC |
9,764 |
9,864 |
+100 |
+1.02% |
| Liberty One Investment Management LLC |
14,900 |
15,034 |
+134 |
+0.90% |
| Butensky & Cohen Financial Security Inc. |
96,676 |
97,402 |
+726 |
+0.75% |
| New England Capital Financial Advisors LLC |
269 |
271 |
+2 |
+0.74% |
| Claro Advisors LLC |
6,565 |
6,605 |
+40 |
+0.61% |
| Chevy Chase Trust Holdings Inc. |
416,452 |
418,770 |
+2,318 |
+0.56% |
| Centerpoint Advisors LLC |
532 |
535 |
+3 |
+0.56% |
| Greenwood Capital Associates LLC |
19,507 |
19,610 |
+103 |
+0.53% |
| Lorne Steinberg Wealth Management Inc. |
81,540 |
81,970 |
+430 |
+0.53% |
| Delta Capital Management LLC |
30,450 |
30,600 |
+150 |
+0.49% |
| SOA Wealth Advisors LLC. |
422 |
424 |
+2 |
+0.47% |
| Embree Financial Group |
4,869 |
4,892 |
+23 |
+0.47% |
| Scott & Selber Inc. |
19,137 |
19,222 |
+85 |
+0.44% |
| AdvisorNet Financial Inc |
4,596 |
4,616 |
+20 |
+0.44% |
| LGT Financial Advisors LLC |
1,450 |
1,456 |
+6 |
+0.41% |
| Garrett Wealth Advisory Group LLC |
10,393 |
10,427 |
+34 |
+0.33% |
| Jeppson Wealth Management LLC |
12,279 |
12,313 |
+34 |
+0.28% |
| Private Advisor Group LLC |
61,783 |
61,927 |
+144 |
+0.23% |
| Barry Investment Advisors LLC |
114,905 |
115,168 |
+263 |
+0.23% |
| Newbridge Financial Services Group Inc. |
534 |
535 |
+1 |
+0.19% |
| Ausdal Financial Partners Inc. |
10,188 |
10,201 |
+13 |
+0.13% |
| Team Hewins LLC |
6,580 |
6,586 |
+6 |
+0.09% |
| Atlas Brown Inc. |
5,634 |
5,638 |
+4 |
+0.07% |
| West Branch Capital LLC |
2,718 |
2,720 |
+2 |
+0.07% |
| Crescent Grove Advisors LLC |
6,778 |
6,782 |
+4 |
+0.06% |
| Carr Financial Group Corp |
4,491 |
4,493 |
+2 |
+0.04% |
| Joel Isaacson & Co. LLC |
13,592 |
13,594 |
+2 |
+0.01% |
| 13F Filers Reporting New Positions In UL |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
7,115 |
+7,115 |
+100% |
| Carret Asset Management LLC |
0 |
4,044 |
+4,044 |
+100% |
| Honkamp Krueger Financial Services Inc. |
0 |
6,658 |
+6,658 |
+100% |
| Franklin Street Advisors Inc. NC |
0 |
5,123 |
+5,123 |
+100% |
| Baillie Gifford & Co. |
0 |
306 |
+306 |
+100% |
| Palisade Asset Management LLC |
0 |
394 |
+394 |
+100% |
| YHB Investment Advisors Inc. |
0 |
592 |
+592 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
7,895 |
+7,895 |
+100% |
| Aviance Capital Partners LLC |
0 |
37,960 |
+37,960 |
+100% |
| Adviser Investments LLC |
0 |
4,000 |
+4,000 |
+100% |
| Private Ocean LLC |
0 |
169 |
+169 |
+100% |
| BTC Capital Management Inc. |
0 |
36,608 |
+36,608 |
+100% |
| Mitchell Mcleod Pugh & Williams Inc. |
0 |
4,002 |
+4,002 |
+100% |
| Colony Family Offices LLC |
0 |
4,383 |
+4,383 |
+100% |
| Trust Point Inc. |
0 |
4,380 |
+4,380 |
+100% |
| Good Life Advisors LLC |
0 |
4,050 |
+4,050 |
+100% |
| Summit Global Investments |
0 |
6,728 |
+6,728 |
+100% |
| SpiderRock Advisors LLC |
0 |
51,127 |
+51,127 |
+100% |
| Retirement Group LLC |
0 |
267 |
+267 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
6,722 |
+6,722 |
+100% |
| Monticello Wealth Management LLC |
0 |
6,469 |
+6,469 |
+100% |
| LifeSteps Financial Inc. |
0 |
1,505 |
+1,505 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
200 |
+200 |
+100% |
| TI Trust Inc. |
0 |
6,625 |
+6,625 |
+100% |
| Marks Group Wealth Management Inc |
0 |
4,307 |
+4,307 |
+100% |
| Rise Advisors LLC |
0 |
561 |
+561 |
+100% |
| Sage Mountain Advisors LLC |
0 |
7,225 |
+7,225 |
+100% |
| Octavia Wealth Advisors LLC |
0 |
4,062 |
+4,062 |
+100% |
| Opal Wealth Advisors LLC |
0 |
3,265 |
+3,265 |
+100% |
| Mayflower Financial Advisors LLC |
0 |
4,026 |
+4,026 |
+100% |
| Mezzasalma Advisors LLC |
0 |
5,945 |
+5,945 |
+100% |
| Mason & Associates LLC |
0 |
42,898 |
+42,898 |
+100% |
| Stonegate Investment Group LLC |
0 |
4,065 |
+4,065 |
+100% |
| Wedmont Private Capital |
0 |
4,265 |
+4,265 |
+100% |
| Prosperity Consulting Group LLC |
0 |
75,072 |
+75,072 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
235 |
+235 |
+100% |
| Red Tortoise LLC |
0 |
512 |
+512 |
+100% |
| Quent Capital LLC |
0 |
559 |
+559 |
+100% |
| Simplicity Wealth LLC |
0 |
43,963 |
+43,963 |
+100% |
| Schrum Private Wealth Management LLC |
0 |
6,161 |
+6,161 |
+100% |
| Global Assets Advisory LLC |
0 |
65,990 |
+65,990 |
+100% |
| Fidelis Capital Partners LLC |
0 |
1,092 |
+1,092 |
+100% |
| Eldred Rock Partners LLC |
0 |
31,869 |
+31,869 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
97 |
+97 |
+100% |
| Pullen Investment Management LLC |
0 |
22,413 |
+22,413 |
+100% |
| Richardson Financial Services Inc. |
0 |
200 |
+200 |
+100% |
| Diversify Advisory Services LLC |
0 |
17,320 |
+17,320 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
9,922 |
9,922 |
UNCH |
0.00% |
| Augustine Asset Management Inc. |
4,860 |
4,860 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
6,619 |
6,619 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
4,800 |
4,800 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
600 |
600 |
UNCH |
0.00% |
| Barrett & Company Inc. |
400 |
400 |
UNCH |
0.00% |
| Beese Fulmer Investment Management Inc. |
6,536 |
6,536 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
119,655 |
119,655 |
UNCH |
0.00% |
| Tompkins Financial Corp |
100 |
100 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
105,328 |
105,328 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
650 |
650 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
7,627 |
7,627 |
UNCH |
0.00% |
| Pittenger & Anderson Inc. |
50 |
50 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
42 |
42 |
UNCH |
0.00% |
| Adirondack Trust Co. |
170 |
170 |
UNCH |
0.00% |
| Albion Financial Group UT |
194 |
194 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
3,400 |
3,400 |
UNCH |
0.00% |
| Bonness Enterprises Inc. |
76,040 |
76,040 |
UNCH |
0.00% |
| Webster Bank N. A. |
400 |
400 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
1,052 |
1,052 |
UNCH |
0.00% |
| First Community Trust NA |
172 |
172 |
UNCH |
0.00% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
1,215,003 |
1,215,003 |
UNCH |
0.00% |
| Hollencrest Capital Management |
128 |
128 |
UNCH |
0.00% |
| First United Bank Trust |
825 |
825 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
1,139 |
1,139 |
UNCH |
0.00% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
5,125 |
5,125 |
UNCH |
0.00% |
| Legacy Private Trust Co. |
5,423 |
5,423 |
UNCH |
0.00% |
| Bangor Savings Bank |
469 |
469 |
UNCH |
0.00% |
| Phocas Financial Corp. |
6,000 |
6,000 |
UNCH |
0.00% |
| Hunter Associates Investment Management LLC |
8,250 |
8,250 |
UNCH |
0.00% |
| GFS Advisors LLC |
209,138 |
209,138 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
1,627 |
1,627 |
UNCH |
0.00% |
| Asset Dedication LLC |
367 |
367 |
UNCH |
0.00% |
| Drexel Morgan & Co. |
31,722 |
31,722 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
267 |
267 |
UNCH |
0.00% |
| Peregrine Asset Advisers Inc. |
10,175 |
10,175 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
1,123 |
1,123 |
UNCH |
0.00% |
| Copeland Capital Management LLC |
50 |
50 |
UNCH |
0.00% |
| Catalyst Capital Advisors LLC |
22,760 |
22,760 |
UNCH |
0.00% |
| JNBA Financial Advisors |
507 |
507 |
UNCH |
0.00% |
| Strategic Advisors LLC |
59,212 |
59,212 |
UNCH |
0.00% |
| Murphy Pohlad Asset Management LLC |
15,082 |
15,082 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
1,200 |
1,200 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
4,612 |
4,612 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
3 |
3 |
UNCH |
0.00% |
| Bray Capital Advisors |
250 |
250 |
UNCH |
0.00% |
| Trust Co |
400 |
400 |
UNCH |
0.00% |
| Lincoln Capital LLC |
6,434 |
6,434 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
480 |
480 |
UNCH |
0.00% |
| Perpetual Ltd |
65,985 |
65,985 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
809 |
809 |
UNCH |
0.00% |
| Probity Advisors Inc. |
5,973 |
5,973 |
UNCH |
0.00% |
| Legacy Bridge LLC |
90 |
90 |
UNCH |
0.00% |
| Sterling Investment Advisors Ltd. |
7,176 |
7,176 |
UNCH |
0.00% |
| Pinnacle Bank |
370 |
370 |
UNCH |
0.00% |
| Founders Capital Management |
129 |
129 |
UNCH |
0.00% |
| Aua Capital Management LLC |
21,982 |
21,982 |
UNCH |
0.00% |
| Bogart Wealth LLC |
709 |
709 |
UNCH |
0.00% |
| Tower View Investment Management & Research LLC |
136 |
136 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,774 |
1,774 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
5,146 |
5,146 |
UNCH |
0.00% |
| Larson Financial Group LLC |
71 |
71 |
UNCH |
0.00% |
| CNB Bank |
1,229 |
1,229 |
UNCH |
0.00% |
| Versant Capital Management Inc |
121 |
121 |
UNCH |
0.00% |
| Chicago Capital LLC |
8,434 |
8,434 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
10,443 |
10,443 |
UNCH |
0.00% |
| Essex Savings Bank |
4,369 |
4,369 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
348 |
348 |
UNCH |
0.00% |
| O Brien Greene & Co. Inc |
6,479 |
6,479 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
950 |
950 |
UNCH |
0.00% |
| PSI Advisors LLC |
78 |
78 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
41,350 |
41,350 |
UNCH |
0.00% |
| Avion Wealth |
32 |
32 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
719 |
719 |
UNCH |
0.00% |
| General Partner Inc. |
167 |
167 |
UNCH |
0.00% |
| S.A. Mason LLC |
4,183 |
4,183 |
UNCH |
0.00% |
| Key Financial Inc |
290 |
290 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
5,547 |
5,547 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
70 |
70 |
UNCH |
0.00% |
| Alhambra Investment Partners LLC |
4,400 |
4,400 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
37 |
37 |
UNCH |
0.00% |
| Robbins Farley LLC |
10 |
10 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
50 |
50 |
UNCH |
0.00% |
| Bank of New Hampshire |
4 |
4 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
449 |
449 |
UNCH |
0.00% |
| Evolution Advisers Inc. |
700 |
700 |
UNCH |
0.00% |
| City State Bank |
517 |
517 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
5,574 |
5,574 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
124 |
124 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
2,351 |
2,351 |
UNCH |
0.00% |
| Borer Denton & Associates Inc. |
5,155 |
5,155 |
UNCH |
0.00% |
| Financial Perspectives Inc |
634 |
634 |
UNCH |
0.00% |
| Gold Investment Management Ltd. |
25 |
25 |
UNCH |
0.00% |
| Jamison Private Wealth Management Inc. |
200 |
200 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
323 |
323 |
UNCH |
0.00% |
| Fairman Group LLC |
26 |
26 |
UNCH |
0.00% |
| 13F Filers Decreasing UL Share Count |
|---|
| Proequities Inc. |
11,337 |
589 |
-10,748 |
-94.80% |
| Manning & Napier Group LLC |
3,332,954 |
188,179 |
-3,144,775 |
-94.35% |
| Costello Asset Management INC |
20,190 |
2,575 |
-17,615 |
-87.25% |
| Planning Capital Management Corp |
187 |
29 |
-158 |
-84.49% |
| Mitchell Sinkler & Starr PA |
23,569 |
4,114 |
-19,455 |
-82.54% |
| Capstone Investment Advisors LLC |
46,862 |
12,185 |
-34,677 |
-74.00% |
| Pflug Koory LLC |
364 |
100 |
-264 |
-72.53% |
| MCF Advisors LLC |
436 |
128 |
-308 |
-70.64% |
| Haverford Trust Co. |
303,069 |
95,579 |
-207,490 |
-68.46% |
| SeaCrest Wealth Management LLC |
14,361 |
5,619 |
-8,742 |
-60.87% |
| Maryland Capital Advisors Inc. |
411 |
176 |
-235 |
-57.18% |
| Grove Bank & Trust |
10,270 |
4,432 |
-5,838 |
-56.85% |
| FDx Advisors Inc. |
20,314 |
8,977 |
-11,337 |
-55.81% |
| Allen Wealth Management LLC |
49,820 |
22,147 |
-27,673 |
-55.55% |
| Marino Stram & Associates LLC |
9,963 |
4,517 |
-5,446 |
-54.66% |
| Wambolt & Associates LLC |
12,388 |
6,081 |
-6,307 |
-50.91% |
| TFC Financial Management |
1,389 |
684 |
-705 |
-50.76% |
| Salem Investment Counselors Inc. |
2,817 |
1,517 |
-1,300 |
-46.15% |
| Narwhal Capital Management |
69,223 |
42,323 |
-26,900 |
-38.86% |
| Meritage Portfolio Management |
75,306 |
46,516 |
-28,790 |
-38.23% |
| Fluent Financial LLC |
22,593 |
13,965 |
-8,628 |
-38.19% |
| Stratos Wealth Advisors LLC |
6,135 |
4,232 |
-1,903 |
-31.02% |
| Welch & Forbes LLC |
22,794 |
15,850 |
-6,944 |
-30.46% |
| Founders Financial Securities LLC |
26,676 |
18,613 |
-8,063 |
-30.23% |
| Coastal Investment Advisors Inc. |
12,476 |
8,709 |
-3,767 |
-30.19% |
| Park Place Capital Corp |
10,872 |
7,759 |
-3,113 |
-28.63% |
| Rakuten Securities Inc. |
58 |
42 |
-16 |
-27.59% |
| Sapient Capital LLC |
16,184 |
12,018 |
-4,166 |
-25.74% |
| Cullen Investment Group LTD. |
5,801 |
4,344 |
-1,457 |
-25.12% |
| Valeo Financial Advisors LLC |
24,397 |
18,729 |
-5,668 |
-23.23% |
| First Hawaiian Bank |
34,001 |
26,605 |
-7,396 |
-21.75% |
| Drive Wealth Management LLC |
7,599 |
6,013 |
-1,586 |
-20.87% |
| BKD Wealth Advisors LLC |
5,273 |
4,208 |
-1,065 |
-20.20% |
| Clarius Group LLC |
10,549 |
8,429 |
-2,120 |
-20.10% |
| Douglas Lane & Associates LLC |
9,825 |
7,854 |
-1,971 |
-20.06% |
| Fulton Bank N.A. |
32,207 |
26,302 |
-5,905 |
-18.33% |
| DAVENPORT & Co LLC |
71,838 |
59,425 |
-12,413 |
-17.28% |
| Byrne Asset Management LLC |
10,000 |
8,300 |
-1,700 |
-17.00% |
| CAPROCK Group Inc. |
51,021 |
42,356 |
-8,665 |
-16.98% |
| USA Financial Portformulas Corp |
5,703 |
4,738 |
-965 |
-16.92% |
| Boston Common Asset Management LLC |
462,921 |
385,492 |
-77,429 |
-16.73% |
| UMB Bank N A MO |
20,834 |
17,348 |
-3,486 |
-16.73% |
| Wellington Shields & Co. LLC |
10,112 |
8,612 |
-1,500 |
-14.83% |
| AlphaQ Advisors LLC |
7,122 |
6,096 |
-1,026 |
-14.41% |
| Arvest Investments Inc. |
45,946 |
39,351 |
-6,595 |
-14.35% |
| Daymark Wealth Partners LLC |
9,727 |
8,334 |
-1,393 |
-14.32% |
| Signet Investment Advisory Group Inc. |
29,801 |
25,549 |
-4,252 |
-14.27% |
| Procyon Private Wealth Partners LLC |
9,597 |
8,239 |
-1,358 |
-14.15% |
| Apollon Wealth Management LLC |
57,156 |
49,081 |
-8,075 |
-14.13% |
| Canandaigua National Bank & Trust Co. |
8,683 |
7,456 |
-1,227 |
-14.13% |
| First Bank & Trust |
32,564 |
27,965 |
-4,599 |
-14.12% |
| Riverview Trust Co |
4,470 |
3,849 |
-621 |
-13.89% |
| Hummer Financial Advisory Services Inc |
6,250 |
5,394 |
-856 |
-13.70% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
56,878 |
49,216 |
-7,662 |
-13.47% |
| Ignite Planners LLC |
10,826 |
9,382 |
-1,444 |
-13.34% |
| Court Place Advisors LLC |
9,875 |
8,575 |
-1,300 |
-13.16% |
| River Road Asset Management LLC |
777,743 |
684,497 |
-93,246 |
-11.99% |
| Moseley Investment Management Inc. |
4,807 |
4,234 |
-573 |
-11.92% |
| DMG Group LLC |
14,725 |
13,059 |
-1,666 |
-11.31% |
| Aspire Private Capital LLC |
559 |
499 |
-60 |
-10.73% |
| Parsons Capital Management Inc. RI |
9,374 |
8,369 |
-1,005 |
-10.72% |
| Symphony Financial Ltd. Co. |
5,481 |
4,895 |
-586 |
-10.69% |
| Lindbrook Capital LLC |
7,161 |
6,399 |
-762 |
-10.64% |
| Park Avenue Securities LLC |
53,467 |
47,776 |
-5,691 |
-10.64% |
| Chemistry Wealth Management LLC |
10,661 |
9,541 |
-1,120 |
-10.51% |
| Weatherly Asset Management L. P. |
23,926 |
21,473 |
-2,453 |
-10.25% |
| Country Trust Bank |
626 |
563 |
-63 |
-10.06% |
| OLD National Bancorp IN |
15,311 |
13,778 |
-1,533 |
-10.01% |
| Anderson Fisher LLC |
5,287 |
4,801 |
-486 |
-9.19% |
| GHP Investment Advisors Inc. |
2,034 |
1,847 |
-187 |
-9.19% |
| Whittier Trust Co. of Nevada Inc. |
29,104 |
26,430 |
-2,674 |
-9.19% |
| Independence Bank of Kentucky |
3,285 |
2,985 |
-300 |
-9.13% |
| First Financialcorp IN |
122 |
111 |
-11 |
-9.02% |
| Rosenberg Matthew Hamilton |
3,794 |
3,452 |
-342 |
-9.01% |
| Benjamin F. Edwards & Company Inc. |
16,808 |
15,308 |
-1,500 |
-8.92% |
| Radnor Capital Management LLC |
21,874 |
19,941 |
-1,933 |
-8.84% |
| Argonautica Private Wealth Management Inc. |
6,187 |
5,642 |
-545 |
-8.81% |
| Trust Co. of Vermont |
41,498 |
37,843 |
-3,655 |
-8.81% |
| Roman Butler Fullerton & Co. |
10,106 |
9,225 |
-881 |
-8.72% |
| Twelve Points Wealth Management LLC |
9,208 |
8,411 |
-797 |
-8.66% |
| Hartford Financial Management Inc. |
2,000 |
1,836 |
-164 |
-8.20% |
| Veriti Management LLC |
57,240 |
52,745 |
-4,495 |
-7.85% |
| JNB Advisors LLC |
7,625 |
7,042 |
-583 |
-7.65% |
| Field & Main Bank |
1,650 |
1,525 |
-125 |
-7.58% |
| Raymond James Financial Services Advisors Inc. |
331,175 |
306,375 |
-24,800 |
-7.49% |
| Sequoia Financial Advisors LLC |
146,884 |
136,539 |
-10,345 |
-7.04% |
| CWM LLC |
159,310 |
148,385 |
-10,925 |
-6.86% |
| Newman Dignan & Sheerar Inc. |
4,500 |
4,200 |
-300 |
-6.67% |
| First Horizon Advisors Inc. |
3,755 |
3,514 |
-241 |
-6.42% |
| Cary Street Partners Asset Management LLC |
61,913 |
57,983 |
-3,930 |
-6.35% |
| Whittier Trust Co. |
40,869 |
38,291 |
-2,578 |
-6.31% |
| Fifth Third Bancorp |
18,385 |
17,231 |
-1,154 |
-6.28% |
| Cambridge Investment Research Advisors Inc. |
104,397 |
98,087 |
-6,310 |
-6.04% |
| Essex Financial Services Inc. |
15,576 |
14,635 |
-941 |
-6.04% |
| Powers Advisory Group LLC |
10,301 |
9,683 |
-618 |
-6.00% |
| STA Wealth Management LLC |
21,616 |
20,324 |
-1,292 |
-5.98% |
| Stratos Wealth Partners LTD. |
21,024 |
19,804 |
-1,220 |
-5.80% |
| Greenleaf Trust |
8,508 |
8,024 |
-484 |
-5.69% |
| Pinnacle Associates Ltd. |
42,512 |
40,189 |
-2,323 |
-5.46% |
| Boston Trust Walden Corp |
9,379 |
8,879 |
-500 |
-5.33% |
| Wealth Enhancement Advisory Services LLC |
98,541 |
93,298 |
-5,243 |
-5.32% |
| Tower Bridge Advisors |
20,918 |
19,825 |
-1,093 |
-5.23% |
| Leavell Investment Management Inc. |
11,354 |
10,765 |
-589 |
-5.19% |
| Columbus Macro LLC |
30,479 |
28,900 |
-1,579 |
-5.18% |
| Kanawha Capital Management LLC |
59,754 |
56,662 |
-3,092 |
-5.17% |
| Callahan Advisors LLC |
48,635 |
46,203 |
-2,432 |
-5.00% |
| Advocate Group LLC |
149,061 |
141,801 |
-7,260 |
-4.87% |
| Northwest Investment Counselors LLC |
38,617 |
36,788 |
-1,829 |
-4.74% |
| Wynn Capital LLC |
16,320 |
15,705 |
-615 |
-3.77% |
| BNP Paribas Arbitrage SA |
3,663 |
3,535 |
-128 |
-3.49% |
| Dakota Wealth Management |
61,896 |
59,799 |
-2,097 |
-3.39% |
| Financial Counselors Inc. |
23,370 |
22,596 |
-774 |
-3.31% |
| Aurora Private Wealth Inc. |
4,618 |
4,469 |
-149 |
-3.23% |
| Hazlett Burt & Watson Inc. |
6,426 |
6,226 |
-200 |
-3.11% |
| Cohen Investment Advisors LLC |
7,816 |
7,600 |
-216 |
-2.76% |
| Naples Global Advisors LLC |
55,734 |
54,234 |
-1,500 |
-2.69% |
| Fiera Capital Corp |
111,555 |
108,638 |
-2,917 |
-2.61% |
| Rehmann Capital Advisory Group |
6,810 |
6,638 |
-172 |
-2.53% |
| Hall Laurie J Trustee |
55,991 |
54,583 |
-1,408 |
-2.51% |
| Sky Investment Group LLC |
10,689 |
10,424 |
-265 |
-2.48% |
| Eudaimonia Partners LLC |
4,863 |
4,743 |
-120 |
-2.47% |
| Global Retirement Partners LLC |
12,509 |
12,214 |
-295 |
-2.36% |
| Private Harbour Investment Management & Counsel LLC |
28,953 |
28,354 |
-599 |
-2.07% |
| Courier Capital LLC |
65,565 |
64,219 |
-1,346 |
-2.05% |
| First Personal Financial Services |
182,752 |
179,069 |
-3,683 |
-2.02% |
| RSM US Wealth Management LLC |
11,506 |
11,275 |
-231 |
-2.01% |
| Commonwealth Equity Services LLC |
495,039 |
485,145 |
-9,894 |
-2.00% |
| Farmers & Merchants Investments Inc. |
6,291 |
6,166 |
-125 |
-1.99% |
| Cary Street Partners Investment Advisory LLC |
174,887 |
171,420 |
-3,467 |
-1.98% |
| Private Trust Co. NA |
9,501 |
9,325 |
-176 |
-1.85% |
| Allen Capital Group LLC |
56,238 |
55,210 |
-1,028 |
-1.83% |
| Prentiss Smith & Co. Inc. |
59,124 |
58,044 |
-1,080 |
-1.83% |
| Griffin Asset Management Inc. |
22,315 |
21,930 |
-385 |
-1.73% |
| Scharf Investments LLC |
2,586,365 |
2,542,872 |
-43,493 |
-1.68% |
| North Star Investment Management Corp. |
12,939 |
12,744 |
-195 |
-1.51% |
| Inlet Private Wealth LLC |
34,626 |
34,126 |
-500 |
-1.44% |
| Slocum Gordon & Co LLP |
29,200 |
28,790 |
-410 |
-1.40% |
| Yousif Capital Management LLC |
43,997 |
43,397 |
-600 |
-1.36% |
| tru Independence LLC |
105,237 |
103,887 |
-1,350 |
-1.28% |
| Global Trust Asset Management LLC |
2,362 |
2,337 |
-25 |
-1.06% |
| Pacifica Partners Inc. |
34,620 |
34,295 |
-325 |
-0.94% |
| Bond & Devick Financial Network Inc. |
9,296 |
9,214 |
-82 |
-0.88% |
| Live Oak Private Wealth LLC |
122,920 |
121,854 |
-1,066 |
-0.87% |
| Moloney Securities Asset Management LLC |
10,062 |
9,976 |
-86 |
-0.85% |
| Northeast Investment Management |
18,150 |
18,000 |
-150 |
-0.83% |
| Sowell Financial Services LLC |
39,291 |
38,974 |
-317 |
-0.81% |
| QV Investors Inc. |
318,584 |
316,024 |
-2,560 |
-0.80% |
| Northstar Group Inc. |
18,876 |
18,738 |
-138 |
-0.73% |
| Advisors Management Group Inc. ADV |
63,737 |
63,284 |
-453 |
-0.71% |
| Capital Investment Counsel Inc |
8,887 |
8,827 |
-60 |
-0.68% |
| Valley National Advisers Inc. |
19,305 |
19,173 |
-132 |
-0.68% |
| River Street Advisors LLC |
14,675 |
14,582 |
-93 |
-0.63% |
| Capital Investment Advisory Services LLC |
23,229 |
23,084 |
-145 |
-0.62% |
| Exchange Capital Management Inc. |
16,022 |
15,922 |
-100 |
-0.62% |
| FSC Wealth Advisors LLC |
344 |
342 |
-2 |
-0.58% |
| Woodmont Investment Counsel LLC |
6,901 |
6,861 |
-40 |
-0.58% |
| Charter Trust Co. |
50,383 |
50,107 |
-276 |
-0.55% |
| Westhampton Capital LLC |
33,561 |
33,397 |
-164 |
-0.49% |
| Everett Harris & Co. CA |
1,694,581 |
1,687,310 |
-7,271 |
-0.43% |
| SkyOak Wealth LLC |
40,963 |
40,807 |
-156 |
-0.38% |
| GSB Wealth Management LLC |
57,440 |
57,235 |
-205 |
-0.36% |
| CVA Family Office LLC |
5,968 |
5,949 |
-19 |
-0.32% |
| Wsfs Capital Management LLC |
9,595 |
9,567 |
-28 |
-0.29% |
| Benedict Financial Advisors Inc. |
50,335 |
50,190 |
-145 |
-0.29% |
| American Capital Advisory LLC |
1,055 |
1,052 |
-3 |
-0.28% |
| Commerce Bank |
28,562 |
28,481 |
-81 |
-0.28% |
| Intellectus Partners LLC |
11,553 |
11,528 |
-25 |
-0.22% |
| Jacobs & Co. CA |
106,478 |
106,279 |
-199 |
-0.19% |
| WoodTrust Financial Corp |
4,356 |
4,350 |
-6 |
-0.14% |
| JFS Wealth Advisors LLC |
912 |
911 |
-1 |
-0.11% |
| Norden Group LLC |
18,112 |
18,111 |
-1 |
-0.01% |
| Five Oceans Advisors |
10,516 |
10,515 |
-1 |
-0.01% |
| Capital Insight Partners LLC |
43,028 |
43,024 |
-4 |
-0.01% |
| Beach Investment Counsel Inc. PA |
61,396 |
61,394 |
-2 |
-0.00% |
| 13F Filers Exiting UL |
|---|
| Financial Synergies Wealth Advisors Inc. |
34 |
0 |
-34 |
-100.00% |
| Cove Private Wealth LLC |
5,350 |
0 |
-5,350 |
-100.00% |
| Voisard Asset Management Group Inc. |
642 |
0 |
-642 |
-100.00% |
| New Century Financial Group LLC |
8,788 |
0 |
-8,788 |
-100.00% |
| Arlington Trust Co LLC |
211 |
0 |
-211 |
-100.00% |
| Trifecta Capital Advisors LLC |
157 |
0 |
-157 |
-100.00% |
| Fortitude Advisory Group L.L.C. |
4,867 |
0 |
-4,867 |
-100.00% |
| Life Planning Partners Inc |
550 |
0 |
-550 |
-100.00% |
| Disciplined Equity Management Inc. |
1,500 |
0 |
-1,500 |
-100.00% |
| DGS Capital Management LLC |
4,629 |
0 |
-4,629 |
-100.00% |
| Activest Wealth Management |
365 |
0 |
-365 |
-100.00% |
| Annapolis Financial Services LLC |
22 |
0 |
-22 |
-100.00% |
| Planned Solutions Inc. |
900 |
0 |
-900 |
-100.00% |
| IAG Wealth Partners LLC |
400 |
0 |
-400 |
-100.00% |
| Tennessee Valley Asset Management Partners |
9 |
0 |
-9 |
-100.00% |
| International Assets Investment Management LLC |
171,641 |
0 |
-171,641 |
-100.00% |
| Aprio Wealth Management LLC |
4,297 |
0 |
-4,297 |
-100.00% |
| 9258 Wealth Management LLC |
4,215 |
0 |
-4,215 |
-100.00% |
| Levin Easterly Partners LLC |
182,155 |
0 |
-182,155 |
-100.00% |
| Criterion Capital Advisors LLC |
218 |
0 |
-218 |
-100.00% |
| MONECO Advisors LLC |
4,595 |
0 |
-4,595 |
-100.00% |
| FORA Capital LLC |
43,180 |
0 |
-43,180 |
-100.00% |
| D. B. Root & Company LLC |
11,933 |
0 |
-11,933 |
-100.00% |
| Kovack Advisors Inc. |
4,137 |
0 |
-4,137 |
-100.00% |
| OmniStar Financial Group Inc. |
19,860 |
0 |
-19,860 |
-100.00% |
| Meridian Wealth Management LLC |
49,704 |
0 |
-49,704 |
-100.00% |
| Connecticut Wealth Management LLC |
4,723 |
0 |
-4,723 |
-100.00% |
| Transform Wealth LLC |
101,315 |
0 |
-101,315 |
-100.00% |
| Baker Chad R |
4,160 |
0 |
-4,160 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
45 |
0 |
-45 |
-100.00% |
| Glassman Wealth Services |
1,689 |
0 |
-1,689 |
-100.00% |
| Gradient Investments LLC |
241 |
0 |
-241 |
-100.00% |
| Verity & Verity LLC |
5,066 |
0 |
-5,066 |
-100.00% |
| Simplex Trading LLC |
17,047 |
0 |
-17,047 |
-100.00% |
| Boit C F David |
13,000 |
0 |
-13,000 |
-100.00% |
| Covenant Partners LLC |
8,313 |
0 |
-8,313 |
-100.00% |
| Rational Advisors LLC |
22,760 |
0 |
-22,760 |
-100.00% |
| Nichols & Pratt Advisers LLP MA |
5,175 |
0 |
-5,175 |
-100.00% |
| Cookson Peirce & Co. Inc. |
9,184 |
0 |
-9,184 |
-100.00% |
| Mainstay Capital Management LLC ADV |
4,390 |
0 |
-4,390 |
-100.00% |
| Moody National Bank Trust Division |
6,275 |
0 |
-6,275 |
-100.00% |
| Bourgeon Capital Management LLC |
110 |
0 |
-110 |
-100.00% |
| Victory Capital Management Inc. |
24,199 |
0 |
-24,199 |
-100.00% |
| Klingenstein Fields & Co. LP |
4,925 |
0 |
-4,925 |
-100.00% |
See Summary: Institutional Holders of UL
See Details: Top 10 Hedge Funds Holding UL
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