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This page summarizes the UNH 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 UNH 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 UNH Share Count |
|---|
| Ibex Wealth Advisors |
10 |
18,103 |
+18,093 |
+180930.00% |
| Hollencrest Capital Management |
5,802 |
136,230 |
+130,428 |
+2247.98% |
| Clarity Financial LLC |
1,736 |
38,139 |
+36,403 |
+2096.95% |
| Milestone Asset Management LLC |
718 |
13,160 |
+12,442 |
+1732.87% |
| Allen Capital Group LLC |
530 |
9,257 |
+8,727 |
+1646.60% |
| Simplicity Wealth LLC |
1,905 |
31,520 |
+29,615 |
+1554.59% |
| Beese Fulmer Investment Management Inc. |
1,514 |
20,623 |
+19,109 |
+1262.15% |
| Capstone Investment Advisors LLC |
1,994 |
20,717 |
+18,723 |
+938.97% |
| E Fund Management Hong Kong Co. Ltd. |
144 |
1,380 |
+1,236 |
+858.33% |
| Synergy Financial Management LLC |
3,307 |
31,631 |
+28,324 |
+856.49% |
| Telos Capital Management Inc. |
1,601 |
14,555 |
+12,954 |
+809.12% |
| McClarren Financial Advisors Inc. |
356 |
2,677 |
+2,321 |
+651.97% |
| Lloyd Advisory Services LLC. |
590 |
3,910 |
+3,320 |
+562.71% |
| Conning Inc. |
13,945 |
81,047 |
+67,102 |
+481.19% |
| New England Research & Management Inc. |
1,050 |
5,930 |
+4,880 |
+464.76% |
| Meitav Dash Investments Ltd. |
453 |
2,044 |
+1,591 |
+351.21% |
| Aviance Capital Partners LLC |
901 |
3,771 |
+2,870 |
+318.53% |
| Iyo Bank Ltd. |
4,140 |
16,130 |
+11,990 |
+289.61% |
| Vicus Capital |
479 |
1,813 |
+1,334 |
+278.50% |
| Signal Advisors Wealth LLC |
497 |
1,802 |
+1,305 |
+262.58% |
| Godsey & Gibb Associates |
25 |
86 |
+61 |
+244.00% |
| Rise Advisors LLC |
213 |
694 |
+481 |
+225.82% |
| Alaska Permanent Fund Corp |
8,058 |
24,190 |
+16,132 |
+200.20% |
| Manning & Napier Group LLC |
73,830 |
204,445 |
+130,615 |
+176.91% |
| Park Edge Advisors LLC |
565 |
1,551 |
+986 |
+174.51% |
| Diamant Asset Management Inc. |
647 |
1,740 |
+1,093 |
+168.93% |
| Rakuten Securities Inc. |
290 |
777 |
+487 |
+167.93% |
| Gold Investment Management Ltd. |
3 |
8 |
+5 |
+166.67% |
| Intact Investment Management Inc. |
1,200 |
3,100 |
+1,900 |
+158.33% |
| FORA Capital LLC |
16,278 |
41,455 |
+25,177 |
+154.67% |
| Wesleyan Assurance Society |
13,100 |
32,075 |
+18,975 |
+144.85% |
| V Square Quantitative Management LLC |
2,824 |
6,625 |
+3,801 |
+134.60% |
| Sigma Planning Corp |
6,928 |
15,863 |
+8,935 |
+128.97% |
| Orser Capital Management LLC |
450 |
1,028 |
+578 |
+128.44% |
| Integral Investment Advisors Inc. |
437 |
963 |
+526 |
+120.37% |
| AMF Pensionsforsakring AB |
92,476 |
197,274 |
+104,798 |
+113.32% |
| PFG Investments LLC |
6,042 |
12,872 |
+6,830 |
+113.04% |
| Paragon Advisors LLC |
3,300 |
6,916 |
+3,616 |
+109.58% |
| Auxano Advisors LLC |
454 |
931 |
+477 |
+105.07% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
1,965 |
4,003 |
+2,038 |
+103.72% |
| Privium Fund Management UK Ltd |
3,026 |
5,926 |
+2,900 |
+95.84% |
| Olstein Capital Management L.P. |
7,500 |
14,500 |
+7,000 |
+93.33% |
| Soltis Investment Advisors LLC |
7,766 |
15,010 |
+7,244 |
+93.28% |
| Catalina Capital Group LLC |
1,573 |
3,027 |
+1,454 |
+92.43% |
| Intellectus Partners LLC |
1,694 |
3,237 |
+1,543 |
+91.09% |
| ZWJ Investment Counsel Inc. |
1,900 |
3,629 |
+1,729 |
+91.00% |
| Retirement Guys Formula LLC |
1,983 |
3,750 |
+1,767 |
+89.11% |
| Vanderbilt University |
3,514 |
6,641 |
+3,127 |
+88.99% |
| Edge Wealth Management LLC |
417 |
777 |
+360 |
+86.33% |
| UMA Financial Services Inc. |
398 |
695 |
+297 |
+74.62% |
| BNP Paribas Arbitrage SA |
633,247 |
1,087,986 |
+454,739 |
+71.81% |
| Atticus Wealth Management LLC |
351 |
603 |
+252 |
+71.79% |
| Claro Advisors LLC |
6,274 |
10,493 |
+4,219 |
+67.25% |
| Dover Advisors LLC |
3,876 |
6,379 |
+2,503 |
+64.58% |
| Wesbanco Bank Inc. |
34,284 |
56,400 |
+22,116 |
+64.51% |
| LaFleur & Godfrey LLC |
2,672 |
4,357 |
+1,685 |
+63.06% |
| Northeast Financial Group Inc. |
2,644 |
4,300 |
+1,656 |
+62.63% |
| TFB Advisors LLC |
617 |
982 |
+365 |
+59.16% |
| International Assets Investment Management LLC |
4,468 |
7,062 |
+2,594 |
+58.06% |
| Annapolis Financial Services LLC |
76 |
120 |
+44 |
+57.89% |
| United Community Bank |
2,568 |
4,000 |
+1,432 |
+55.76% |
| Rocky Mountain Advisers LLC |
18 |
28 |
+10 |
+55.56% |
| Magnolia Capital Advisors LLC |
2,087 |
3,232 |
+1,145 |
+54.86% |
| One Wealth Advisors LLC |
2,170 |
3,355 |
+1,185 |
+54.61% |
| Peterson Financial Group Inc. |
4,100 |
6,334 |
+2,234 |
+54.49% |
| Fermata Advisors LLC |
464 |
699 |
+235 |
+50.65% |
| Patriot Financial Group Insurance Agency LLC |
2,176 |
3,241 |
+1,065 |
+48.94% |
| Tempus Wealth Planning LLC |
441 |
652 |
+211 |
+47.85% |
| Markel Corp |
11,000 |
16,100 |
+5,100 |
+46.36% |
| Ables Iannone Moore & Associates Inc. |
2,489 |
3,631 |
+1,142 |
+45.88% |
| Red Tortoise LLC |
51 |
74 |
+23 |
+45.10% |
| Leeward Financial Partners LLC |
6,450 |
9,328 |
+2,878 |
+44.62% |
| Silicon Valley Capital Partners |
10,032 |
14,467 |
+4,435 |
+44.21% |
| Legend Financial Advisors Inc. |
93 |
134 |
+41 |
+44.09% |
| WFA Asset Management Corp |
184 |
265 |
+81 |
+44.02% |
| General Partner Inc. |
1,002 |
1,441 |
+439 |
+43.81% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
8,915 |
12,792 |
+3,877 |
+43.49% |
| Vantage Investment Partners LLC |
106,934 |
152,107 |
+45,173 |
+42.24% |
| KG&L Capital Management LLC |
2,016 |
2,855 |
+839 |
+41.62% |
| Smartleaf Asset Management LLC |
2,324 |
3,286 |
+962 |
+41.39% |
| 180 Wealth Advisors LLC |
1,376 |
1,939 |
+563 |
+40.92% |
| BI Asset Management Fondsmaeglerselskab A S |
169,038 |
236,667 |
+67,629 |
+40.01% |
| Snider Financial Group |
3,888 |
5,428 |
+1,540 |
+39.61% |
| Grassi Investment Management |
885 |
1,235 |
+350 |
+39.55% |
| Aprio Wealth Management LLC |
691 |
955 |
+264 |
+38.21% |
| Aaron Wealth Advisors |
2,712 |
3,734 |
+1,022 |
+37.68% |
| Wedge Capital Management L L P NC |
14,491 |
19,781 |
+5,290 |
+36.51% |
| Webster Bank N. A. |
1,187 |
1,610 |
+423 |
+35.64% |
| Kovack Advisors Inc. |
4,780 |
6,483 |
+1,703 |
+35.63% |
| Harbour Trust & Investment Management Co |
9,078 |
12,248 |
+3,170 |
+34.92% |
| Summit Global Investments |
8,283 |
11,163 |
+2,880 |
+34.77% |
| BKM Wealth Management LLC |
3,829 |
5,157 |
+1,328 |
+34.68% |
| Fielder Capital Group LLC |
3,426 |
4,609 |
+1,183 |
+34.53% |
| SkyOak Wealth LLC |
2,504 |
3,337 |
+833 |
+33.27% |
| Little House Capital LLC |
8,707 |
11,595 |
+2,888 |
+33.17% |
| Matrix Asset Advisors Inc. NY |
18,848 |
24,983 |
+6,135 |
+32.55% |
| Woodward Diversified Capital LLC |
390 |
516 |
+126 |
+32.31% |
| Robeco Institutional Asset Management B.V. |
692,143 |
913,756 |
+221,613 |
+32.02% |
| Findlay Park Partners LLP |
433,026 |
570,026 |
+137,000 |
+31.64% |
| Summa Corp. |
950 |
1,250 |
+300 |
+31.58% |
| STA Wealth Management LLC |
1,823 |
2,394 |
+571 |
+31.32% |
| Arcus Capital Partners LLC |
1,047 |
1,373 |
+326 |
+31.14% |
| Sound Income Strategies LLC |
1,443 |
1,891 |
+448 |
+31.05% |
| SJS Investment Consulting Inc. |
464 |
608 |
+144 |
+31.03% |
| Unique Wealth LLC |
2,193 |
2,869 |
+676 |
+30.83% |
| FFT Wealth Management LLC |
1,164 |
1,522 |
+358 |
+30.76% |
| Fifth Third Wealth Advisors LLC |
6,122 |
7,982 |
+1,860 |
+30.38% |
| RMR Wealth Builders |
2,682 |
3,494 |
+812 |
+30.28% |
| Eagle Rock Investment Company LLC |
7,387 |
9,617 |
+2,230 |
+30.19% |
| Bristol John W & Co. Inc. NY |
180,825 |
234,626 |
+53,801 |
+29.75% |
| Cassia Capital Partners LLC |
971 |
1,258 |
+287 |
+29.56% |
| Benjamin Edwards Inc. |
2,845 |
3,684 |
+839 |
+29.49% |
| Baron Silver Stevens Financial Advisors LLC |
768 |
993 |
+225 |
+29.30% |
| M3 Advisory Group LLC |
687 |
885 |
+198 |
+28.82% |
| Bourgeon Capital Management LLC |
5,226 |
6,681 |
+1,455 |
+27.84% |
| Dakota Wealth Management |
22,586 |
28,807 |
+6,221 |
+27.54% |
| Independence Bank of Kentucky |
4,914 |
6,267 |
+1,353 |
+27.53% |
| Zhang Financial LLC |
463 |
590 |
+127 |
+27.43% |
| MJP Associates Inc. ADV |
1,955 |
2,491 |
+536 |
+27.42% |
| Centennial Wealth Advisory LLC |
405 |
516 |
+111 |
+27.41% |
| Drive Wealth Management LLC |
3,047 |
3,877 |
+830 |
+27.24% |
| Franklin Street Advisors Inc. NC |
1,824 |
2,319 |
+495 |
+27.14% |
| Pure Financial Advisors Inc. |
3,459 |
4,396 |
+937 |
+27.09% |
| Charter Oak Capital Management LLC |
1,088 |
1,382 |
+294 |
+27.02% |
| Sumitomo Life Insurance Co. |
19,298 |
24,502 |
+5,204 |
+26.97% |
| SeaCrest Wealth Management LLC |
3,480 |
4,415 |
+935 |
+26.87% |
| High Net Worth Advisory Group LLC |
1,008 |
1,278 |
+270 |
+26.79% |
| Strategic Planning Group LLC |
4,813 |
6,096 |
+1,283 |
+26.66% |
| Meadow Creek Wealth Advisors LLC |
1,754 |
2,214 |
+460 |
+26.23% |
| Palumbo Wealth Management LLC |
3,172 |
3,978 |
+806 |
+25.41% |
| Agate Pass Investment Management LLC |
397 |
497 |
+100 |
+25.19% |
| HealthInvest Partners AB |
18,408 |
23,041 |
+4,633 |
+25.17% |
| Cordatus Wealth Management LLC |
7,958 |
9,936 |
+1,978 |
+24.86% |
| St. Johns Investment Management Company LLC |
2,524 |
3,150 |
+626 |
+24.80% |
| BluePath Capital Management LLC |
1,028 |
1,282 |
+254 |
+24.71% |
| Wealth Alliance Advisory Group LLC |
3,179 |
3,956 |
+777 |
+24.44% |
| Concord Wealth Partners |
4,790 |
5,940 |
+1,150 |
+24.01% |
| Benedict Financial Advisors Inc. |
867 |
1,073 |
+206 |
+23.76% |
| Latitude Advisors LLC |
1,195 |
1,478 |
+283 |
+23.68% |
| Aletheian Wealth Advisors LLC |
1,994 |
2,463 |
+469 |
+23.52% |
| Linden Thomas Advisory Services LLC |
2,219 |
2,739 |
+520 |
+23.43% |
| Honkamp Krueger Financial Services Inc. |
5,473 |
6,749 |
+1,276 |
+23.31% |
| Northwest Bancshares Inc. |
1,788 |
2,202 |
+414 |
+23.15% |
| First Citizens Bank & Trust Co. |
33,346 |
41,049 |
+7,703 |
+23.10% |
| Jamison Private Wealth Management Inc. |
737 |
905 |
+168 |
+22.80% |
| Hemington Wealth Management |
1,141 |
1,400 |
+259 |
+22.70% |
| Whitener Capital Management Inc. |
3,762 |
4,612 |
+850 |
+22.59% |
| Syverson Strege & Co |
576 |
706 |
+130 |
+22.57% |
| Fortis Capital Management LLC |
3,014 |
3,683 |
+669 |
+22.20% |
| Coronation Fund Managers Ltd. |
76,383 |
93,136 |
+16,753 |
+21.93% |
| Retirement Group LLC |
134 |
163 |
+29 |
+21.64% |
| Palisade Asset Management LLC |
52,429 |
63,685 |
+11,256 |
+21.47% |
| Channel Wealth LLC |
6,395 |
7,748 |
+1,353 |
+21.16% |
| Stablepoint Partners LLC |
4,112 |
4,977 |
+865 |
+21.04% |
| Copperwynd Financial LLC |
1,183 |
1,429 |
+246 |
+20.79% |
| China Universal Asset Management Co. Ltd. |
9,010 |
10,867 |
+1,857 |
+20.61% |
| Wiley BROS. Aintree Capital LLC |
3,984 |
4,804 |
+820 |
+20.58% |
| Resonant Capital Advisors LLC |
1,697 |
2,045 |
+348 |
+20.51% |
| Mcdaniel Terry & Co. |
644 |
776 |
+132 |
+20.50% |
| Mission Wealth Management LP |
20,795 |
25,049 |
+4,254 |
+20.46% |
| Independent Family Office LLC |
636 |
766 |
+130 |
+20.44% |
| Morris Retirement Advisors LLC |
4,119 |
4,956 |
+837 |
+20.32% |
| Affinity Investment Advisors LLC |
4,272 |
5,132 |
+860 |
+20.13% |
| S.E.E.D. Planning Group LLC |
7,213 |
8,661 |
+1,448 |
+20.07% |
| Janney Capital Management LLC |
22,073 |
26,489 |
+4,416 |
+20.01% |
| American National Bank |
20,703 |
24,833 |
+4,130 |
+19.95% |
| Wellspring Financial Advisors LLC |
894 |
1,069 |
+175 |
+19.57% |
| HF Advisory Group LLC |
1,289 |
1,540 |
+251 |
+19.47% |
| Narwhal Capital Management |
38,621 |
46,125 |
+7,504 |
+19.43% |
| Brookstone Capital Management |
22,435 |
26,761 |
+4,326 |
+19.28% |
| Norden Group LLC |
4,410 |
5,260 |
+850 |
+19.27% |
| Lyell Wealth Management LP |
6,350 |
7,571 |
+1,221 |
+19.23% |
| Ellsworth Advisors LLC |
931 |
1,109 |
+178 |
+19.12% |
| Adams Diversified Equity Fund Inc. |
90,600 |
107,700 |
+17,100 |
+18.87% |
| GDS Wealth Management |
13,587 |
16,143 |
+2,556 |
+18.81% |
| Exchange Traded Concepts LLC |
14,964 |
17,763 |
+2,799 |
+18.70% |
| Wealth Effects LLC |
2,971 |
3,526 |
+555 |
+18.68% |
| Chickasaw Capital Management LLC |
1,638 |
1,943 |
+305 |
+18.62% |
| Covenant Asset Management LLC |
6,640 |
7,875 |
+1,235 |
+18.60% |
| Cornerstone Wealth Group LLC |
9,252 |
10,964 |
+1,712 |
+18.50% |
| One Day In July LLC |
742 |
879 |
+137 |
+18.46% |
| Omnia Family Wealth LLC |
603 |
713 |
+110 |
+18.24% |
| Allred Capital Management LLC |
1,983 |
2,338 |
+355 |
+17.90% |
| Trust Co. of Vermont |
27,272 |
32,132 |
+4,860 |
+17.82% |
| Riverpark Capital Management LLC |
2,169 |
2,553 |
+384 |
+17.70% |
| Mn Services Vermogensbeheer B.V. |
318,600 |
374,600 |
+56,000 |
+17.58% |
| Turtle Creek Wealth Advisors LLC |
8,398 |
9,866 |
+1,468 |
+17.48% |
| Sanders Morris Harris LLC |
1,163 |
1,363 |
+200 |
+17.20% |
| Willis Johnson & Associates Inc. |
537 |
629 |
+92 |
+17.13% |
| Tsfg LLC |
298 |
349 |
+51 |
+17.11% |
| Costello Asset Management INC |
6,043 |
7,068 |
+1,025 |
+16.96% |
| L.M. Kohn & Company |
4,246 |
4,963 |
+717 |
+16.89% |
| USA Financial Portformulas Corp |
166 |
194 |
+28 |
+16.87% |
| Wambolt & Associates LLC |
6,510 |
7,608 |
+1,098 |
+16.87% |
| Fidelis Capital Partners LLC |
7,169 |
8,372 |
+1,203 |
+16.78% |
| Alpha Cubed Investments LLC |
63,663 |
74,244 |
+10,581 |
+16.62% |
| SWS Partners |
4,396 |
5,124 |
+728 |
+16.56% |
| Kesler Norman & Wride LLC |
16,868 |
19,623 |
+2,755 |
+16.33% |
| Hutchens & Kramer Investment Management Group LLC |
933 |
1,085 |
+152 |
+16.29% |
| Naviter Wealth LLC |
6,127 |
7,095 |
+968 |
+15.80% |
| Callan Capital LLC |
882 |
1,021 |
+139 |
+15.76% |
| Gilliland Jeter Wealth Management LLC |
3,982 |
4,601 |
+619 |
+15.54% |
| CNB Bank |
2,777 |
3,208 |
+431 |
+15.52% |
| Bell Bank |
6,073 |
6,989 |
+916 |
+15.08% |
| Gemmer Asset Management LLC |
692 |
796 |
+104 |
+15.03% |
| Investment Advisory Group LLC |
455 |
522 |
+67 |
+14.73% |
| GenTrust LLC |
1,151 |
1,320 |
+169 |
+14.68% |
| Traynor Capital Management Inc. |
1,246 |
1,426 |
+180 |
+14.45% |
| Moseley Investment Management Inc. |
2,113 |
2,415 |
+302 |
+14.29% |
| CKW Financial Group |
175 |
200 |
+25 |
+14.29% |
| Tradewinds Capital Management LLC |
238 |
272 |
+34 |
+14.29% |
| MEMBERS Trust Co |
1,085 |
1,239 |
+154 |
+14.19% |
| Ronald Blue Trust Inc. |
4,352 |
4,965 |
+613 |
+14.09% |
| Court Place Advisors LLC |
4,234 |
4,829 |
+595 |
+14.05% |
| Insight Wealth Strategies LLC |
5,423 |
6,179 |
+756 |
+13.94% |
| Bridge Advisory LLC |
545 |
621 |
+76 |
+13.94% |
| Dynamic Advisor Solutions LLC |
22,050 |
25,098 |
+3,048 |
+13.82% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
105,176 |
119,665 |
+14,489 |
+13.78% |
| RiverPark Advisors LLC |
5,881 |
6,691 |
+810 |
+13.77% |
| Mill Capital Management LLC |
43,028 |
48,919 |
+5,891 |
+13.69% |
| LS Investment Advisors LLC |
3,326 |
3,780 |
+454 |
+13.65% |
| Douglas Lane & Associates LLC |
63,274 |
71,885 |
+8,611 |
+13.61% |
| Running Oak Capital LLC |
16,086 |
18,274 |
+2,188 |
+13.60% |
| Montecito Bank & Trust |
2,071 |
2,348 |
+277 |
+13.38% |
| Saxon Interests Inc. |
1,848 |
2,091 |
+243 |
+13.15% |
| Signature Wealth Management Group |
3,004 |
3,393 |
+389 |
+12.95% |
| Riverwater Partners LLC |
2,197 |
2,480 |
+283 |
+12.88% |
| Unique Wealth Strategies LLC |
1,762 |
1,989 |
+227 |
+12.88% |
| Mirae Asset Global Investments Co. Ltd. |
190,484 |
214,938 |
+24,454 |
+12.84% |
| Castle Wealth Management LLC |
1,749 |
1,970 |
+221 |
+12.64% |
| Capital Investment Advisors LLC |
16,898 |
19,027 |
+2,129 |
+12.60% |
| Fulcrum Capital LLC |
16,697 |
18,781 |
+2,084 |
+12.48% |
| DAVENPORT & Co LLC |
243,790 |
273,707 |
+29,917 |
+12.27% |
| Mirador Capital Partners LP |
10,407 |
11,684 |
+1,277 |
+12.27% |
| Embree Financial Group |
547 |
613 |
+66 |
+12.07% |
| WBH Advisory Inc. |
391 |
438 |
+47 |
+12.02% |
| Founders Capital Management LLC |
1,731 |
1,939 |
+208 |
+12.02% |
| LA Financiere DE L Echiquier |
1,390 |
1,556 |
+166 |
+11.94% |
| First Bank & Trust |
1,080 |
1,208 |
+128 |
+11.85% |
| Griffin Asset Management Inc. |
13,820 |
15,455 |
+1,635 |
+11.83% |
| Main Street Financial Solutions LLC |
3,740 |
4,176 |
+436 |
+11.66% |
| Benchmark Financial Wealth Advisors LLC |
695 |
775 |
+80 |
+11.51% |
| Aspire Private Capital LLC |
1,626 |
1,813 |
+187 |
+11.50% |
| Community Bank & Trust Waco Texas |
12,368 |
13,784 |
+1,416 |
+11.45% |
| Salomon & Ludwin LLC |
1,434 |
1,598 |
+164 |
+11.44% |
| HB Wealth Management LLC |
40,347 |
44,962 |
+4,615 |
+11.44% |
| Prestige Wealth Management Group LLC |
3,838 |
4,276 |
+438 |
+11.41% |
| Thrive Wealth Management LLC |
1,600 |
1,781 |
+181 |
+11.31% |
| Altfest L J & Co. Inc. |
4,233 |
4,711 |
+478 |
+11.29% |
| GAMMA Investing LLC |
4,771 |
5,309 |
+538 |
+11.28% |
| Summit Trail Advisors LLC |
8,108 |
9,009 |
+901 |
+11.11% |
| Appleton Partners Inc. MA |
35,053 |
38,919 |
+3,866 |
+11.03% |
| Transcend Wealth Collective LLC |
8,351 |
9,264 |
+913 |
+10.93% |
| Naples Global Advisors LLC |
12,248 |
13,580 |
+1,332 |
+10.88% |
| Keener Financial Planning LLC |
350 |
388 |
+38 |
+10.86% |
| CFM Wealth Partners LLC |
2,572 |
2,850 |
+278 |
+10.81% |
| Adviser Investments LLC |
33,959 |
37,599 |
+3,640 |
+10.72% |
| Mcrae Capital Management Inc. |
24,002 |
26,557 |
+2,555 |
+10.64% |
| Security Financial Services INC. |
558 |
617 |
+59 |
+10.57% |
| Bay Rivers Group |
5,755 |
6,360 |
+605 |
+10.51% |
| Sugarloaf Wealth Management LLC |
5,922 |
6,543 |
+621 |
+10.49% |
| Richardson Financial Services Inc. |
2,359 |
2,605 |
+246 |
+10.43% |
| Stableford Capital II LLC |
3,752 |
4,138 |
+386 |
+10.29% |
| Stonehearth Capital Management LLC |
530 |
584 |
+54 |
+10.19% |
| Liberty One Investment Management LLC |
5,664 |
6,241 |
+577 |
+10.19% |
| Argent Advisors Inc. |
1,900 |
2,093 |
+193 |
+10.16% |
| RDA Financial Network |
7,725 |
8,503 |
+778 |
+10.07% |
| Proquility Private Wealth Partners LLC |
6,297 |
6,928 |
+631 |
+10.02% |
| Boomfish Wealth Group LLC |
4,239 |
4,663 |
+424 |
+10.00% |
| Gradient Investments LLC |
84,278 |
92,695 |
+8,417 |
+9.99% |
| Range Financial Group LLC |
558 |
613 |
+55 |
+9.86% |
| Capital Asset Advisory Services LLC |
6,487 |
7,125 |
+638 |
+9.84% |
| Austin Private Wealth LLC |
1,135 |
1,246 |
+111 |
+9.78% |
| Clear Creek Financial Management LLC |
1,302 |
1,428 |
+126 |
+9.68% |
| Yeomans Consulting Group Inc. |
608 |
666 |
+58 |
+9.54% |
| Hennion & Walsh Asset Management Inc. |
7,926 |
8,677 |
+751 |
+9.48% |
| Somerset Trust Co |
5,682 |
6,214 |
+532 |
+9.36% |
| JGP Wealth Management LLC |
604 |
660 |
+56 |
+9.27% |
| Sierra Capital LLC |
3,704 |
4,047 |
+343 |
+9.26% |
| Proequities Inc. |
11,204 |
12,237 |
+1,033 |
+9.22% |
| CWM LLC |
80,469 |
87,825 |
+7,356 |
+9.14% |
| Harfst & Associates Inc. |
4,688 |
5,114 |
+426 |
+9.09% |
| Spire Wealth Management |
22 |
24 |
+2 |
+9.09% |
| PayPay Securities Corp |
11 |
12 |
+1 |
+9.09% |
| Romano Brothers AND Company |
3,801 |
4,146 |
+345 |
+9.08% |
| Canvas Wealth Advisors LLC |
795 |
867 |
+72 |
+9.06% |
| Penn Davis Mcfarland Inc. |
51,051 |
55,664 |
+4,613 |
+9.04% |
| BKD Wealth Advisors LLC |
3,108 |
3,385 |
+277 |
+8.91% |
| Sterling Investment Counsel LLC |
3,145 |
3,424 |
+279 |
+8.87% |
| Gray Wealth Management Inc. |
733 |
798 |
+65 |
+8.87% |
| Financial Security Advisor Inc. |
1,721 |
1,873 |
+152 |
+8.83% |
| Central Valley Advisors LLC |
3,042 |
3,310 |
+268 |
+8.81% |
| True North Advisors LLC |
1,162 |
1,264 |
+102 |
+8.78% |
| Atlas Private Wealth Management |
7,254 |
7,886 |
+632 |
+8.71% |
| Hallmark Capital Management Inc. |
1,057 |
1,149 |
+92 |
+8.70% |
| RiverFront Investment Group LLC |
20,985 |
22,799 |
+1,814 |
+8.64% |
| Rockland Trust Co. |
69,637 |
75,640 |
+6,003 |
+8.62% |
| JFS Wealth Advisors LLC |
703 |
763 |
+60 |
+8.53% |
| Goelzer Investment Management Inc. |
16,893 |
18,318 |
+1,425 |
+8.44% |
| Compton Wealth Advisory Group LLC |
8,374 |
9,078 |
+704 |
+8.41% |
| Bouchey Financial Group Ltd |
1,336 |
1,448 |
+112 |
+8.38% |
| San Luis Wealth Advisors LLC |
6,451 |
6,991 |
+540 |
+8.37% |
| Sutton Place Investors LLC |
2,020 |
2,188 |
+168 |
+8.32% |
| Crestone Asset Management LLC |
471 |
510 |
+39 |
+8.28% |
| Stanley Laman Group Ltd. |
7,530 |
8,150 |
+620 |
+8.23% |
| CX Institutional |
19,284 |
20,848 |
+1,564 |
+8.11% |
| Sweet Financial Partners LLC |
6,654 |
7,190 |
+536 |
+8.06% |
| Signet Financial Management LLC |
671 |
725 |
+54 |
+8.05% |
| Von Berge Wealth Management Group LLC |
609 |
658 |
+49 |
+8.05% |
| Iams Wealth Management LLC |
1,595 |
1,723 |
+128 |
+8.03% |
| Copeland Capital Management LLC |
39,822 |
43,009 |
+3,187 |
+8.00% |
| Ayrshire Capital Management LLC |
9,934 |
10,728 |
+794 |
+7.99% |
| Clifford Swan Investment Counsel LLC |
44,398 |
47,940 |
+3,542 |
+7.98% |
| Astoria Portfolio Advisors LLC. |
2,886 |
3,116 |
+230 |
+7.97% |
| Cooper Financial Group |
2,074 |
2,239 |
+165 |
+7.96% |
| Parsons Capital Management Inc. RI |
4,798 |
5,178 |
+380 |
+7.92% |
| Van ECK Associates Corp |
143,228 |
154,425 |
+11,197 |
+7.82% |
| NorthCrest Asset Manangement LLC |
16,020 |
17,273 |
+1,253 |
+7.82% |
| Salem Investment Counselors Inc. |
35,906 |
38,702 |
+2,796 |
+7.79% |
| GoalVest Advisory LLC |
2,883 |
3,106 |
+223 |
+7.73% |
| Anderson Hoagland & Co. |
5,575 |
6,005 |
+430 |
+7.71% |
| Tower Wealth Partners Inc. |
975 |
1,050 |
+75 |
+7.69% |
| Perpetual Ltd |
404,143 |
435,121 |
+30,978 |
+7.67% |
| Pioneer Trust Bank N A OR |
25,139 |
27,049 |
+1,910 |
+7.60% |
| Asio Capital LLC |
13,846 |
14,898 |
+1,052 |
+7.60% |
| Signet Investment Advisory Group Inc. |
5,511 |
5,926 |
+415 |
+7.53% |
| Centric Wealth Management |
6,966 |
7,488 |
+522 |
+7.49% |
| Notis McConarty Edward |
8,017 |
8,617 |
+600 |
+7.48% |
| Simon Quick Advisors LLC |
2,841 |
3,053 |
+212 |
+7.46% |
| Royal Fund Management LLC |
5,458 |
5,860 |
+402 |
+7.37% |
| James Hambro & Partners |
192,726 |
206,745 |
+14,019 |
+7.27% |
| Werba Rubin Papier Wealth Management |
675 |
724 |
+49 |
+7.26% |
| Zurcher Kantonalbank Zurich Cantonalbank |
559,103 |
599,650 |
+40,547 |
+7.25% |
| Canal Capital Management LLC |
11,736 |
12,584 |
+848 |
+7.23% |
| West Branch Capital LLC |
8,387 |
8,991 |
+604 |
+7.20% |
| Woodmont Investment Counsel LLC |
19,524 |
20,928 |
+1,404 |
+7.19% |
| Stock Yards Bank & Trust Co. |
58,631 |
62,834 |
+4,203 |
+7.17% |
| Smith Anglin Financial LLC |
1,196 |
1,281 |
+85 |
+7.11% |
| Granite Harbor Advisors Inc. |
792 |
848 |
+56 |
+7.07% |
| Blue Zone Wealth Advisors LLC |
10,200 |
10,919 |
+719 |
+7.05% |
| Equitable Trust Co. |
8,040 |
8,598 |
+558 |
+6.94% |
| 25 LLC |
390 |
417 |
+27 |
+6.92% |
| Eudaimonia Partners LLC |
3,636 |
3,883 |
+247 |
+6.79% |
| Lincoln National Corp |
15,489 |
16,528 |
+1,039 |
+6.71% |
| Provident Trust Co. |
588,041 |
627,210 |
+39,169 |
+6.66% |
| Chatham Capital Group Inc. |
10,203 |
10,882 |
+679 |
+6.65% |
| Comprehensive Financial Consultants Institutional Inc. |
3,316 |
3,536 |
+220 |
+6.63% |
| Bruce G. Allen Investments LLC |
880 |
938 |
+58 |
+6.59% |
| Carret Asset Management LLC |
6,586 |
7,018 |
+432 |
+6.56% |
| Argus Investors Counsel Inc. |
1,662 |
1,770 |
+108 |
+6.50% |
| Bogart Wealth LLC |
13,655 |
14,543 |
+888 |
+6.50% |
| MTM Investment Management LLC |
1,123 |
1,196 |
+73 |
+6.50% |
| Wealth Advisory Solutions LLC |
18,245 |
19,427 |
+1,182 |
+6.48% |
| Hendershot Investments Inc. |
37,611 |
40,032 |
+2,421 |
+6.44% |
| Financial Connections Group Inc. |
202 |
215 |
+13 |
+6.44% |
| Scharf Investments LLC |
3,504 |
3,728 |
+224 |
+6.39% |
| TRUE Private Wealth Advisors |
2,091 |
2,224 |
+133 |
+6.36% |
| Lineweaver Wealth Advisors LLC |
6,328 |
6,730 |
+402 |
+6.35% |
| Mechanics Bank Trust Department |
9,078 |
9,653 |
+575 |
+6.33% |
| Legacy Private Trust Co. |
9,570 |
10,174 |
+604 |
+6.31% |
| RSM US Wealth Management LLC |
12,037 |
12,795 |
+758 |
+6.30% |
| Wealthcare Advisory Partners LLC |
5,186 |
5,512 |
+326 |
+6.29% |
| Joel Isaacson & Co. LLC |
5,668 |
6,023 |
+355 |
+6.26% |
| Magnus Financial Group LLC |
4,486 |
4,766 |
+280 |
+6.24% |
| Applied Capital LLC FL |
4,203 |
4,463 |
+260 |
+6.19% |
| Litman Gregory Asset Management LLC |
22,946 |
24,364 |
+1,418 |
+6.18% |
| Townsend Asset Management Corp NC ADV |
2,240 |
2,377 |
+137 |
+6.12% |
| Hartline Investment Corp |
4,828 |
5,122 |
+294 |
+6.09% |
| Annex Advisory Services LLC |
35,941 |
38,120 |
+2,179 |
+6.06% |
| Warren Street Wealth Advisors LLC |
894 |
948 |
+54 |
+6.04% |
| Value Partners Investments Inc. |
10,872 |
11,522 |
+650 |
+5.98% |
| Commonwealth Retirement Investments LLC |
5,923 |
6,276 |
+353 |
+5.96% |
| Tilia Fiduciary Partners Inc. |
3,108 |
3,291 |
+183 |
+5.89% |
| Violich Capital Management Inc. |
33,850 |
35,840 |
+1,990 |
+5.88% |
| KFG Wealth Management LLC |
1,005 |
1,064 |
+59 |
+5.87% |
| Harel Insurance Investments & Financial Services Ltd. |
5,323 |
5,635 |
+312 |
+5.86% |
| Sharkey Howes & Javer |
564 |
597 |
+33 |
+5.85% |
| Arbor Trust Wealth Advisors LLC |
2,423 |
2,563 |
+140 |
+5.78% |
| First Pacific Financial |
1,781 |
1,883 |
+102 |
+5.73% |
| Strategic Blueprint LLC |
3,897 |
4,117 |
+220 |
+5.65% |
| Live Oak Private Wealth LLC |
23,090 |
24,391 |
+1,301 |
+5.63% |
| Quent Capital LLC |
3,979 |
4,196 |
+217 |
+5.45% |
| Cullen Investment Group LTD. |
3,096 |
3,264 |
+168 |
+5.43% |
| Sandy Cove Advisors LLC |
966 |
1,018 |
+52 |
+5.38% |
| MBM Wealth Consultants LLC |
2,285 |
2,405 |
+120 |
+5.25% |
| High Note Wealth LLC |
20,996 |
22,071 |
+1,075 |
+5.12% |
| Lederer & Associates Investment Counsel CA |
2,201 |
2,313 |
+112 |
+5.09% |
| Emerald Advisors LLC |
708 |
744 |
+36 |
+5.08% |
| Mason & Associates Inc |
3,177 |
3,338 |
+161 |
+5.07% |
| Lantz Financial LLC |
888 |
932 |
+44 |
+4.95% |
| Parkside Financial Bank & Trust |
5,378 |
5,643 |
+265 |
+4.93% |
| Revisor Wealth Management LLC |
447 |
469 |
+22 |
+4.92% |
| CIC Wealth LLC |
4,023 |
4,221 |
+198 |
+4.92% |
| Regent Peak Wealth Advisors LLC |
6,214 |
6,519 |
+305 |
+4.91% |
| Prentice Wealth Management LLC |
2,347 |
2,462 |
+115 |
+4.90% |
| Johnson & White Wealth Management LLC |
1,461 |
1,532 |
+71 |
+4.86% |
| Timber Creek Capital Management LLC |
15,645 |
16,394 |
+749 |
+4.79% |
| Marks Group Wealth Management Inc |
27,403 |
28,715 |
+1,312 |
+4.79% |
| Wealth Enhancement Advisory Services LLC |
386,337 |
404,653 |
+18,316 |
+4.74% |
| JJJ Advisors Inc. |
1,732 |
1,814 |
+82 |
+4.73% |
| Gilman Hill Asset Management LLC |
1,210 |
1,267 |
+57 |
+4.71% |
| Stokes Capital Advisors LLC |
18,349 |
19,206 |
+857 |
+4.67% |
| Cary Street Partners Investment Advisory LLC |
22,142 |
23,175 |
+1,033 |
+4.67% |
| Professional Financial Advisors LLC |
2,054 |
2,150 |
+96 |
+4.67% |
| Allworth Financial LP |
28,410 |
29,719 |
+1,309 |
+4.61% |
| Crown Wealth Group LLC |
652 |
682 |
+30 |
+4.60% |
| Hudson Valley Investment Advisors Inc. ADV |
18,004 |
18,830 |
+826 |
+4.59% |
| Aspiriant LLC |
5,801 |
6,067 |
+266 |
+4.59% |
| Weaver Consulting Group |
567 |
593 |
+26 |
+4.59% |
| Kestra Private Wealth Services LLC |
35,728 |
37,366 |
+1,638 |
+4.58% |
| McKinley Carter Wealth Services Inc. |
15,940 |
16,668 |
+728 |
+4.57% |
| Cypress Wealth Services LLC |
1,227 |
1,283 |
+56 |
+4.56% |
| Horizon Wealth Management LLC |
1,126 |
1,177 |
+51 |
+4.53% |
| Fortis Group Advisors LLC |
9,480 |
9,908 |
+428 |
+4.51% |
| Clarus Group Inc. |
1,493 |
1,560 |
+67 |
+4.49% |
| Trifecta Capital Advisors LLC |
9,522 |
9,942 |
+420 |
+4.41% |
| Chemistry Wealth Management LLC |
6,394 |
6,675 |
+281 |
+4.39% |
| Miracle Mile Advisors LLC |
25,005 |
26,100 |
+1,095 |
+4.38% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
6,552 |
6,838 |
+286 |
+4.37% |
| Cherrydale Wealth Management LLC |
666 |
695 |
+29 |
+4.35% |
| Dash Acquisitions Inc. |
623 |
650 |
+27 |
+4.33% |
| Moloney Securities Asset Management LLC |
10,265 |
10,707 |
+442 |
+4.31% |
| Sunpointe LLC |
2,553 |
2,663 |
+110 |
+4.31% |
| Collective Family Office LLC |
1,512 |
1,577 |
+65 |
+4.30% |
| First Merchants Corp |
33,891 |
35,343 |
+1,452 |
+4.28% |
| SOA Wealth Advisors LLC. |
842 |
878 |
+36 |
+4.28% |
| Factory Mutual Insurance Co. |
224,900 |
234,500 |
+9,600 |
+4.27% |
| Oak Ridge Investments LLC |
33,930 |
35,380 |
+1,450 |
+4.27% |
| Fundamentun LLC |
15,676 |
16,339 |
+663 |
+4.23% |
| Wealth Management Partners LLC |
2,870 |
2,991 |
+121 |
+4.22% |
| Cardinal Capital Management Inc. |
29,045 |
30,267 |
+1,222 |
+4.21% |
| Barlow Wealth Partners Inc. |
31,616 |
32,946 |
+1,330 |
+4.21% |
| Dohj LLC |
5,749 |
5,990 |
+241 |
+4.19% |
| Bank of Stockton |
2,954 |
3,076 |
+122 |
+4.13% |
| Halbert Hargrove Global Advisors LLC |
607 |
632 |
+25 |
+4.12% |
| Confluence Wealth Services Inc. |
4,552 |
4,738 |
+186 |
+4.09% |
| Diversified LLC |
2,879 |
2,996 |
+117 |
+4.06% |
| Atwood & Palmer Inc. |
793 |
825 |
+32 |
+4.04% |
| Asset Dedication LLC |
14,359 |
14,935 |
+576 |
+4.01% |
| Mayflower Financial Advisors LLC |
3,965 |
4,123 |
+158 |
+3.98% |
| Core Wealth Partners LLC |
1,004 |
1,044 |
+40 |
+3.98% |
| Actiam N.V. |
192,969 |
200,595 |
+7,626 |
+3.95% |
| Conscious Wealth Investments LLC |
5,021 |
5,218 |
+197 |
+3.92% |
| jvl associates llc |
435 |
452 |
+17 |
+3.91% |
| Counterweight Ventures LLC |
4,556 |
4,734 |
+178 |
+3.91% |
| First Affirmative Financial Network |
1,646 |
1,710 |
+64 |
+3.89% |
| Lansing Street Advisors |
642 |
667 |
+25 |
+3.89% |
| Bellecapital International Ltd. |
13,823 |
14,355 |
+532 |
+3.85% |
| Brown Miller Wealth Management LLC |
5,697 |
5,916 |
+219 |
+3.84% |
| waypoint wealth counsel |
732 |
760 |
+28 |
+3.83% |
| Capital Insight Partners LLC |
8,713 |
9,045 |
+332 |
+3.81% |
| HighMark Wealth Management LLC |
320 |
332 |
+12 |
+3.75% |
| Summit Place Financial Advisors LLC |
1,364 |
1,415 |
+51 |
+3.74% |
| Valley Brook Capital Group |
6,671 |
6,919 |
+248 |
+3.72% |
| Epic Trust Investment Advisors LLC |
2,070 |
2,147 |
+77 |
+3.72% |
| LVW Advisors LLC |
2,020 |
2,095 |
+75 |
+3.71% |
| Duncker Streett & Co. Inc. |
13,531 |
14,032 |
+501 |
+3.70% |
| Stonegate Investment Group LLC |
17,102 |
17,731 |
+629 |
+3.68% |
| Lynch Asset Management Inc. |
11,000 |
11,400 |
+400 |
+3.64% |
| Plimoth Trust Co. LLC |
8,757 |
9,074 |
+317 |
+3.62% |
| Berger Financial Group Inc |
20,794 |
21,544 |
+750 |
+3.61% |
| Manchester Financial Inc. |
445 |
461 |
+16 |
+3.60% |
| Creative Financial Designs Inc. ADV |
894 |
926 |
+32 |
+3.58% |
| SPC Financial Inc. |
5,006 |
5,185 |
+179 |
+3.58% |
| DekaBank Deutsche Girozentrale |
894,334 |
925,789 |
+31,455 |
+3.52% |
| Alta Capital Management LLC |
91,695 |
94,902 |
+3,207 |
+3.50% |
| Pallas Capital Advisors LLC |
19,219 |
19,889 |
+670 |
+3.49% |
| Criterion Capital Advisors LLC |
4,570 |
4,729 |
+159 |
+3.48% |
| Wilson & Boucher Capital Management LLC |
2,589 |
2,679 |
+90 |
+3.48% |
| Paulson Wealth Management Inc. |
3,498 |
3,619 |
+121 |
+3.46% |
| Grimes & Company Inc. |
24,911 |
25,756 |
+845 |
+3.39% |
| KFA Private Wealth Group LLC |
2,715 |
2,807 |
+92 |
+3.39% |
| Modus Advisors LLC |
1,223 |
1,264 |
+41 |
+3.35% |
| Southern Capital Advisors LLC |
426 |
440 |
+14 |
+3.29% |
| Traveka Wealth LLC |
1,163 |
1,201 |
+38 |
+3.27% |
| Tokio Marine Asset Management Co. Ltd. |
78,480 |
81,033 |
+2,553 |
+3.25% |
| Harbor Investment Advisory LLC |
34,817 |
35,946 |
+1,129 |
+3.24% |
| Hartford Financial Management Inc. |
4,648 |
4,798 |
+150 |
+3.23% |
| Riverview Trust Co |
2,629 |
2,714 |
+85 |
+3.23% |
| J.W. Cole Advisors Inc. |
5,060 |
5,221 |
+161 |
+3.18% |
| Towerpoint Wealth LLC |
883 |
911 |
+28 |
+3.17% |
| Argonautica Private Wealth Management Inc. |
15,522 |
15,998 |
+476 |
+3.07% |
| Catalyst Capital Advisors LLC |
2,199 |
2,265 |
+66 |
+3.00% |
| Suncoast Equity Management |
62,530 |
64,402 |
+1,872 |
+2.99% |
| First International Bank & Trust |
441 |
454 |
+13 |
+2.95% |
| DLK Investment Management LLC |
10,696 |
11,010 |
+314 |
+2.94% |
| Arbor Investment Advisors LLC |
717 |
738 |
+21 |
+2.93% |
| Ashton Thomas Private Wealth LLC |
34,362 |
35,345 |
+983 |
+2.86% |
| Moody Aldrich Partners LLC |
1,088 |
1,119 |
+31 |
+2.85% |
| E&G Advisors LP |
2,852 |
2,933 |
+81 |
+2.84% |
| Wetzel Investment Advisors Inc. |
637 |
655 |
+18 |
+2.83% |
| Mechanics Financial Corp |
3,115 |
3,202 |
+87 |
+2.79% |
| Schmidt P J Investment Management Inc. |
26,190 |
26,898 |
+708 |
+2.70% |
| Whittier Trust Co. of Nevada Inc. |
43,097 |
44,255 |
+1,158 |
+2.69% |
| IAM Advisory LLC |
3,529 |
3,624 |
+95 |
+2.69% |
| Wsfs Capital Management LLC |
37,606 |
38,599 |
+993 |
+2.64% |
| Phillips Wealth Planners LLC |
2,401 |
2,464 |
+63 |
+2.62% |
| Chronos Wealth Management LLC |
16,612 |
17,039 |
+427 |
+2.57% |
| Smart Portfolios LLC |
1,562 |
1,602 |
+40 |
+2.56% |
| Arlington Capital Management Inc. |
1,333 |
1,367 |
+34 |
+2.55% |
| Caliber Wealth Management LLC |
5,144 |
5,275 |
+131 |
+2.55% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
198,043 |
203,018 |
+4,975 |
+2.51% |
| Marietta Wealth Management LLC |
14,969 |
15,341 |
+372 |
+2.49% |
| OneAscent Financial Services LLC |
3,208 |
3,288 |
+80 |
+2.49% |
| Archford Capital Strategies LLC |
7,711 |
7,901 |
+190 |
+2.46% |
| Stratos Wealth Partners LTD. |
21,163 |
21,682 |
+519 |
+2.45% |
| Jennison Associates LLC |
3,617,813 |
3,704,770 |
+86,957 |
+2.40% |
| Grove Bank & Trust |
6,623 |
6,781 |
+158 |
+2.39% |
| SOL Capital Management CO |
14,168 |
14,503 |
+335 |
+2.36% |
| Diversified Trust Co |
43,754 |
44,775 |
+1,021 |
+2.33% |
| Legacy CG LLC |
9,367 |
9,584 |
+217 |
+2.32% |
| Sovereign Financial Group Inc. |
2,078 |
2,126 |
+48 |
+2.31% |
| Greenwood Capital Associates LLC |
12,932 |
13,226 |
+294 |
+2.27% |
| Galvin Gaustad & Stein LLC |
63,016 |
64,434 |
+1,418 |
+2.25% |
| Renaissance Group LLC |
58,565 |
59,875 |
+1,310 |
+2.24% |
| Thompson Investment Management Inc. |
14,032 |
14,347 |
+315 |
+2.24% |
| Procyon Private Wealth Partners LLC |
21,550 |
22,033 |
+483 |
+2.24% |
| Reliant Investment Management LLC |
11,282 |
11,533 |
+251 |
+2.22% |
| Rockline Wealth Management LLC |
11,062 |
11,308 |
+246 |
+2.22% |
| Heritage Investors Management Corp |
63,944 |
65,356 |
+1,412 |
+2.21% |
| Segment Wealth Management LLC |
29,185 |
29,827 |
+642 |
+2.20% |
| BCK Partners Inc. |
1,242 |
1,269 |
+27 |
+2.17% |
| Meridian Financial Partners LLC |
2,664 |
2,721 |
+57 |
+2.14% |
| Investment Advisory Services Inc. TX ADV |
3,288 |
3,358 |
+70 |
+2.13% |
| Financial Partners Group LLC |
7,683 |
7,845 |
+162 |
+2.11% |
| Ninety One SA PTY Ltd |
23,199 |
23,686 |
+487 |
+2.10% |
| Proficio Capital Partners LLC |
3,523 |
3,597 |
+74 |
+2.10% |
| Invera Wealth Advisors LLC |
3,148 |
3,213 |
+65 |
+2.06% |
| PDS Planning Inc |
4,860 |
4,959 |
+99 |
+2.04% |
| Red Door Wealth Management LLC |
14,777 |
15,079 |
+302 |
+2.04% |
| GHP Investment Advisors Inc. |
16,384 |
16,713 |
+329 |
+2.01% |
| Global Retirement Partners LLC |
15,868 |
16,186 |
+318 |
+2.00% |
| Shepherd Financial Partners LLC |
5,736 |
5,850 |
+114 |
+1.99% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
311,532 |
317,686 |
+6,154 |
+1.98% |
| Forthright Family Wealth Advisory LLC |
508 |
518 |
+10 |
+1.97% |
| Money Concepts Capital Corp |
3,282 |
3,346 |
+64 |
+1.95% |
| Peoples Bank OH |
1,138 |
1,160 |
+22 |
+1.93% |
| Oak Harbor Wealth Partners LLC |
1,676 |
1,708 |
+32 |
+1.91% |
| MinichMacGregor Wealth Management LLC |
420 |
428 |
+8 |
+1.90% |
| Smith Chas P & Associates PA Cpas |
97,679 |
99,509 |
+1,830 |
+1.87% |
| Center for Financial Planning Inc. |
801 |
816 |
+15 |
+1.87% |
| Ipswich Investment Management Co. Inc. |
1,074 |
1,094 |
+20 |
+1.86% |
| Global Strategic Investment Solutions LLC |
807 |
822 |
+15 |
+1.86% |
| Bath Savings Trust Co |
709 |
722 |
+13 |
+1.83% |
| Country Club Bank GFN |
4,891 |
4,980 |
+89 |
+1.82% |
| Tobam |
4,003 |
4,076 |
+73 |
+1.82% |
| Pinnacle Financial Partners Inc. |
224,475 |
228,519 |
+4,044 |
+1.80% |
| Investment Research & Advisory Group Inc. |
6,058 |
6,167 |
+109 |
+1.80% |
| Flagship Harbor Advisors LLC |
6,705 |
6,823 |
+118 |
+1.76% |
| Marion Wealth Management |
4,651 |
4,733 |
+82 |
+1.76% |
| West Paces Advisors Inc. |
1,649 |
1,678 |
+29 |
+1.76% |
| Occidental Asset Management LLC |
6,187 |
6,293 |
+106 |
+1.71% |
| Triangle Securities Wealth Management |
4,107 |
4,177 |
+70 |
+1.70% |
| Mutual Advisors LLC |
19,348 |
19,676 |
+328 |
+1.70% |
| Sage Rhino Capital LLC |
1,125 |
1,144 |
+19 |
+1.69% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
5,038 |
5,122 |
+84 |
+1.67% |
| Highview Capital Management LLC DE |
3,863 |
3,926 |
+63 |
+1.63% |
| Orrstown Financial Services Inc. |
2,907 |
2,954 |
+47 |
+1.62% |
| Burt Wealth Advisors |
17,049 |
17,325 |
+276 |
+1.62% |
| Arthur M. Cohen & Associates LLC |
2,487 |
2,527 |
+40 |
+1.61% |
| Commons Capital LLC |
3,550 |
3,607 |
+57 |
+1.61% |
| Petredis Investment Advisors LLC |
30,984 |
31,483 |
+499 |
+1.61% |
| Stewart & Patten Co. LLC |
37,460 |
38,054 |
+594 |
+1.59% |
| CRA Financial Services LLC |
3,074 |
3,123 |
+49 |
+1.59% |
| Advocate Group LLC |
7,563 |
7,683 |
+120 |
+1.59% |
| Foster Group Inc. |
3,353 |
3,406 |
+53 |
+1.58% |
| McNaughton Wealth Management LLC |
453 |
460 |
+7 |
+1.55% |
| Toth Financial Advisory Corp |
19,722 |
20,024 |
+302 |
+1.53% |
| Veracity Capital LLC |
1,315 |
1,335 |
+20 |
+1.52% |
| Harvey Investment Co. LLC |
4,631 |
4,701 |
+70 |
+1.51% |
| SNS Financial Group LLC |
8,153 |
8,275 |
+122 |
+1.50% |
| Affiance Financial LLC |
7,845 |
7,961 |
+116 |
+1.48% |
| Shilanski & Associates Inc. |
683 |
693 |
+10 |
+1.46% |
| Vanguard Capital Wealth Advisors |
13,722 |
13,923 |
+201 |
+1.46% |
| Atlas Brown Inc. |
1,658 |
1,682 |
+24 |
+1.45% |
| QV Investors Inc. |
49,004 |
49,714 |
+710 |
+1.45% |
| FinTrust Capital Advisors LLC |
2,975 |
3,018 |
+43 |
+1.45% |
| Regatta Capital Group LLC |
829 |
841 |
+12 |
+1.45% |
| Zullo Investment Group Inc. |
3,222 |
3,268 |
+46 |
+1.43% |
| Parisi Gray Wealth Management |
6,591 |
6,684 |
+93 |
+1.41% |
| Burns J W & Co. Inc. NY |
14,519 |
14,718 |
+199 |
+1.37% |
| Sky Investment Group LLC |
13,072 |
13,251 |
+179 |
+1.37% |
| Buckingham Capital Management Inc. |
24,946 |
25,283 |
+337 |
+1.35% |
| Monte Financial Group LLC |
4,725 |
4,789 |
+64 |
+1.35% |
| Csenge Advisory Group |
10,916 |
11,060 |
+144 |
+1.32% |
| CHICAGO TRUST Co NA |
12,350 |
12,509 |
+159 |
+1.29% |
| Chicago Partners Investment Group LLC |
2,577 |
2,610 |
+33 |
+1.28% |
| Charter Trust Co. |
12,724 |
12,885 |
+161 |
+1.27% |
| Mcdonald Partners LLC |
4,662 |
4,721 |
+59 |
+1.27% |
| Institute for Wealth Management LLC. |
3,152 |
3,192 |
+40 |
+1.27% |
| Benin Management CORP |
804 |
814 |
+10 |
+1.24% |
| Lakeridge Wealth Management LLC |
483 |
489 |
+6 |
+1.24% |
| JLB & Associates Inc. |
37,325 |
37,784 |
+459 |
+1.23% |
| Measured Wealth Private Client Group LLC |
2,549 |
2,579 |
+30 |
+1.18% |
| Muhlenkamp & Co. Inc. |
24,919 |
25,205 |
+286 |
+1.15% |
| Peterson Wealth Services |
878 |
888 |
+10 |
+1.14% |
| Arkadios Wealth Advisors |
9,307 |
9,412 |
+105 |
+1.13% |
| Security National Bank |
17,185 |
17,377 |
+192 |
+1.12% |
| Trinity Legacy Partners LLC |
9,999 |
10,110 |
+111 |
+1.11% |
| Francis Financial Inc. |
455 |
460 |
+5 |
+1.10% |
| Cornerstone Investment Partners LLC |
125,899 |
127,259 |
+1,360 |
+1.08% |
| Ellenbecker Investment Group |
4,116 |
4,160 |
+44 |
+1.07% |
| Tealwood Asset Management Inc. |
4,988 |
5,041 |
+53 |
+1.06% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
23,779 |
24,020 |
+241 |
+1.01% |
| Whittier Trust Co. |
87,919 |
88,799 |
+880 |
+1.00% |
| Delta Financial Group Inc. |
1,596 |
1,612 |
+16 |
+1.00% |
| Commerce Bank |
121,163 |
122,343 |
+1,180 |
+0.97% |
| Ascent Wealth Partners LLC |
19,256 |
19,443 |
+187 |
+0.97% |
| Bowman & Co S.C. |
1,547 |
1,562 |
+15 |
+0.97% |
| RBA Wealth Management LLC |
11,676 |
11,785 |
+109 |
+0.93% |
| Empower Advisory Group LLC |
223,468 |
225,528 |
+2,060 |
+0.92% |
| ERn Financial LLC |
2,759 |
2,784 |
+25 |
+0.91% |
| Rehmann Capital Advisory Group |
5,879 |
5,930 |
+51 |
+0.87% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
17,898 |
18,054 |
+156 |
+0.87% |
| Monterey Private Wealth Inc. |
708 |
714 |
+6 |
+0.85% |
| Fiduciary Alliance LLC |
842 |
849 |
+7 |
+0.83% |
| AMI Investment Management Inc. |
4,905 |
4,945 |
+40 |
+0.82% |
| Keel Point LLC |
4,011 |
4,044 |
+33 |
+0.82% |
| McLean Asset Management Corp |
2,071 |
2,088 |
+17 |
+0.82% |
| Culbertson A N & Co. Inc. |
12,038 |
12,129 |
+91 |
+0.76% |
| Clarity Wealth Advisors LLC |
528 |
532 |
+4 |
+0.76% |
| Capital Advisory Group Advisory Services LLC |
1,735 |
1,748 |
+13 |
+0.75% |
| Financial Advisory Service Inc. |
8,967 |
9,033 |
+66 |
+0.74% |
| JB Capital LLC |
6,660 |
6,708 |
+48 |
+0.72% |
| Raymond James Financial Services Advisors Inc. |
789,134 |
794,734 |
+5,600 |
+0.71% |
| STAR Financial Bank |
2,160 |
2,175 |
+15 |
+0.69% |
| Allen Mooney & Barnes Investment Advisors LLC |
21,806 |
21,957 |
+151 |
+0.69% |
| First National Bank of Mount Dora Trust Investment Services |
9,825 |
9,892 |
+67 |
+0.68% |
| Busey Wealth Management |
16,400 |
16,512 |
+112 |
+0.68% |
| Eclectic Associates Inc. ADV |
9,713 |
9,778 |
+65 |
+0.67% |
| Park National Corp OH |
2,267 |
2,282 |
+15 |
+0.66% |
| Maryland State Retirement & Pension System |
72,220 |
72,689 |
+469 |
+0.65% |
| Cambridge Investment Research Advisors Inc. |
122,659 |
123,448 |
+789 |
+0.64% |
| Apexium Financial LP |
5,027 |
5,059 |
+32 |
+0.64% |
| Gleason Group Inc. |
157 |
158 |
+1 |
+0.64% |
| City State Bank |
1,570 |
1,580 |
+10 |
+0.64% |
| Chapin Davis Inc. |
1,646 |
1,656 |
+10 |
+0.61% |
| Silvant Capital Management LLC |
84,119 |
84,623 |
+504 |
+0.60% |
| Valued Wealth Advisors LLC |
173 |
174 |
+1 |
+0.58% |
| Rosenberg Matthew Hamilton |
875 |
880 |
+5 |
+0.57% |
| Stiles Financial Services Inc |
11,652 |
11,718 |
+66 |
+0.57% |
| Morton Community Bank |
7,663 |
7,707 |
+44 |
+0.57% |
| Walter & Keenan Financial Consulting Co. MI ADV |
3,591 |
3,611 |
+20 |
+0.56% |
| Northcape Wealth Management LLC |
4,112 |
4,135 |
+23 |
+0.56% |
| Gulf International Bank UK Ltd |
77,590 |
78,020 |
+430 |
+0.55% |
| Cornerstone Wealth Management LLC |
1,856 |
1,866 |
+10 |
+0.54% |
| WCM Investment Management LLC |
1,204,167 |
1,210,548 |
+6,381 |
+0.53% |
| Harbour Capital Advisors LLC |
13,543 |
13,615 |
+72 |
+0.53% |
| WealthShield Partners LLC |
6,755 |
6,791 |
+36 |
+0.53% |
| Worth Financial Advisory Group LLC |
1,333 |
1,340 |
+7 |
+0.53% |
| Apeiron RIA LLC |
2,671 |
2,684 |
+13 |
+0.49% |
| Sunflower Bank N.A. |
1,478 |
1,485 |
+7 |
+0.47% |
| Satovsky Asset Management LLC |
878 |
882 |
+4 |
+0.46% |
| Czech National Bank |
162,022 |
162,741 |
+719 |
+0.44% |
| State of Alaska Department of Revenue |
110,431 |
110,911 |
+480 |
+0.43% |
| Perkins Coie Trust Co |
12,217 |
12,270 |
+53 |
+0.43% |
| Eagle Capital Management LLC LA |
13,762 |
13,821 |
+59 |
+0.43% |
| Private Ocean LLC |
924 |
928 |
+4 |
+0.43% |
| WESPAC Advisors SoCal LLC |
20,421 |
20,508 |
+87 |
+0.43% |
| Cosner Financial Group LLC |
460 |
462 |
+2 |
+0.43% |
| Boston Trust Walden Corp |
304,879 |
306,155 |
+1,276 |
+0.42% |
| Waypoint Capital Advisors LLC |
5,039 |
5,060 |
+21 |
+0.42% |
| Oak Asset Management LLC |
4,595 |
4,614 |
+19 |
+0.41% |
| Veriti Management LLC |
13,766 |
13,820 |
+54 |
+0.39% |
| Team Hewins LLC |
4,817 |
4,836 |
+19 |
+0.39% |
| SWP Financial LLC |
1,026 |
1,030 |
+4 |
+0.39% |
| Shulman DeMeo Asset Management LLC |
794 |
797 |
+3 |
+0.38% |
| FirstPurpose Wealth LLC |
2,915 |
2,926 |
+11 |
+0.38% |
| Zimmermann Investment Management & Planning LLC |
1,686 |
1,692 |
+6 |
+0.36% |
| Strategy Asset Managers LLC |
9,735 |
9,769 |
+34 |
+0.35% |
| Pittenger & Anderson Inc. |
41,891 |
42,033 |
+142 |
+0.34% |
| Callahan Advisors LLC |
44,001 |
44,152 |
+151 |
+0.34% |
| NavPoint Financial Inc. |
1,201 |
1,205 |
+4 |
+0.33% |
| Genesee Capital Advisors LLC |
971 |
974 |
+3 |
+0.31% |
| McElhenny Sheffield Capital Management LLC |
2,008 |
2,014 |
+6 |
+0.30% |
| Family Firm Inc. |
691 |
693 |
+2 |
+0.29% |
| Cahaba Wealth Management Inc. |
2,851 |
2,859 |
+8 |
+0.28% |
| Newton One Investments LLC |
707 |
709 |
+2 |
+0.28% |
| Financial Freedom LLC |
363 |
364 |
+1 |
+0.28% |
| Investment Partners LTD. |
2,618 |
2,625 |
+7 |
+0.27% |
| Principle Wealth Partners LLC |
7,530 |
7,550 |
+20 |
+0.27% |
| Moody National Bank Trust Division |
9,075 |
9,099 |
+24 |
+0.26% |
| Regions Financial Corp |
221,499 |
222,071 |
+572 |
+0.26% |
| Stack Financial Management Inc |
51,010 |
51,143 |
+133 |
+0.26% |
| Schear Investment Advisers LLC |
4,255 |
4,266 |
+11 |
+0.26% |
| Kornitzer Capital Management Inc. KS |
31,821 |
31,890 |
+69 |
+0.22% |
| N.E.W. Advisory Services LLC |
487 |
488 |
+1 |
+0.21% |
| Rappaport Reiches Capital Management LLC |
1,050 |
1,052 |
+2 |
+0.19% |
| Barry Investment Advisors LLC |
551 |
552 |
+1 |
+0.18% |
| MPS Loria Financial Planners LLC |
7,119 |
7,132 |
+13 |
+0.18% |
| First Command Advisory Services Inc. |
1,112 |
1,114 |
+2 |
+0.18% |
| Lakewood Asset Management LLC |
559 |
560 |
+1 |
+0.18% |
| Optimum Investment Advisors |
8,660 |
8,675 |
+15 |
+0.17% |
| Perigon Wealth Management LLC |
13,826 |
13,850 |
+24 |
+0.17% |
| Scott & Selber Inc. |
8,185 |
8,198 |
+13 |
+0.16% |
| Donaldson Capital Management LLC |
103,909 |
104,067 |
+158 |
+0.15% |
| North Star Investment Management Corp. |
4,913 |
4,920 |
+7 |
+0.14% |
| Princeton Global Asset Management LLC |
21,551 |
21,581 |
+30 |
+0.14% |
| Absolute Capital Management LLC |
2,808 |
2,812 |
+4 |
+0.14% |
| Brand Asset Management Group Inc. |
3,162 |
3,166 |
+4 |
+0.13% |
| Taylor & Morgan Wealth Management LLC |
772 |
773 |
+1 |
+0.13% |
| Schaper Benz & Wise Investment Counsel Inc. WI |
881 |
882 |
+1 |
+0.11% |
| Ridgecrest Wealth Partners LLC |
882 |
883 |
+1 |
+0.11% |
| Lockerman Financial Group Inc. |
925 |
926 |
+1 |
+0.11% |
| New England Capital Financial Advisors LLC |
917 |
918 |
+1 |
+0.11% |
| Lester Murray Antman dba SimplyRich |
15,185 |
15,198 |
+13 |
+0.09% |
| Larson Financial Group LLC |
8,497 |
8,505 |
+8 |
+0.09% |
| Financial Counselors Inc. |
144,958 |
145,081 |
+123 |
+0.08% |
| SC&H Financial Advisors Inc. |
2,388 |
2,390 |
+2 |
+0.08% |
| Steigerwald Gordon & Koch Inc. |
1,399 |
1,400 |
+1 |
+0.07% |
| Bank of New Hampshire |
10,434 |
10,441 |
+7 |
+0.07% |
| Claris Advisors LLC MO |
1,432 |
1,433 |
+1 |
+0.07% |
| Rede Wealth LLC |
3,616 |
3,618 |
+2 |
+0.06% |
| Virginia Wealth Management Group Inc. |
1,834 |
1,835 |
+1 |
+0.05% |
| 626 Financial LLC |
2,135 |
2,136 |
+1 |
+0.05% |
| Crescent Grove Advisors LLC |
3,700 |
3,701 |
+1 |
+0.03% |
| Sterling Investment Management Inc. |
5,263 |
5,264 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In UNH |
|---|
| BNP Paribas |
0 |
25,944 |
+25,944 |
+100% |
| Lateef Investment Management L.P. |
0 |
14,809 |
+14,809 |
+100% |
| First Fiduciary Investment Counsel Inc. |
0 |
9,550 |
+9,550 |
+100% |
| CHURCHILL MANAGEMENT Corp |
0 |
23,232 |
+23,232 |
+100% |
| Hussman Strategic Advisors Inc. |
0 |
2,100 |
+2,100 |
+100% |
| Westend Capital Management LLC |
0 |
48 |
+48 |
+100% |
| Phillips Financial Management LLC |
0 |
410 |
+410 |
+100% |
| Focused Investors Fund L P |
0 |
376,650 |
+376,650 |
+100% |
| Northwest Investment Counselors LLC |
0 |
378 |
+378 |
+100% |
| Tributary Capital Management LLC |
0 |
9 |
+9 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
48,626 |
+48,626 |
+100% |
| Simplex Trading LLC |
0 |
33,725 |
+33,725 |
+100% |
| Community Financial Services Group LLC |
0 |
11,093 |
+11,093 |
+100% |
| Mendel Money Management |
0 |
2,874 |
+2,874 |
+100% |
| BTC Capital Management Inc. |
0 |
15,822 |
+15,822 |
+100% |
| Well Done LLC |
0 |
475 |
+475 |
+100% |
| McAdam LLC |
0 |
503 |
+503 |
+100% |
| OmniStar Financial Group Inc. |
0 |
1,438 |
+1,438 |
+100% |
| SpiderRock Advisors LLC |
0 |
62,227 |
+62,227 |
+100% |
| CBOE Vest Financial LLC |
0 |
2,153 |
+2,153 |
+100% |
| Trilogy Capital Inc. |
0 |
471 |
+471 |
+100% |
| Legacy Financial Strategies LLC |
0 |
559 |
+559 |
+100% |
| D. B. Root & Company LLC |
0 |
760 |
+760 |
+100% |
| Wells Trecaso Financial Group LLC |
0 |
409 |
+409 |
+100% |
| Actinver Wealth Management Inc. |
0 |
587 |
+587 |
+100% |
| Triton Wealth Management PLLC |
0 |
452 |
+452 |
+100% |
| Briaud Financial Planning Inc |
0 |
466 |
+466 |
+100% |
| Mayfair Advisory Group LLC |
0 |
428 |
+428 |
+100% |
| Tobias Financial Advisors Inc. |
0 |
511 |
+511 |
+100% |
| H&H Retirement Design & Management INC |
0 |
887 |
+887 |
+100% |
| Verde Capital Management |
0 |
662 |
+662 |
+100% |
| Crew Capital Management Ltd. |
0 |
531 |
+531 |
+100% |
| LifePro Asset Management |
0 |
964 |
+964 |
+100% |
| Peak Financial Advisors LLC |
0 |
5,762 |
+5,762 |
+100% |
| Fountainhead AM LLC |
0 |
417 |
+417 |
+100% |
| Financial Management Network Inc. |
0 |
491 |
+491 |
+100% |
| Greystone Financial Group LLC |
0 |
2,543 |
+2,543 |
+100% |
| InTrack Investment Management Inc |
0 |
2,422 |
+2,422 |
+100% |
| Koss Olinger Consulting LLC |
0 |
10,728 |
+10,728 |
+100% |
| Strategic Financial Concepts LLC |
0 |
528 |
+528 |
+100% |
| Next Level Private LLC |
0 |
1,726 |
+1,726 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
115 |
+115 |
+100% |
| Key Client Fiduciary Advisors LLC |
0 |
429 |
+429 |
+100% |
| Gray Private Wealth LLC |
0 |
471 |
+471 |
+100% |
| Cypress Financial Planning LLC |
0 |
628 |
+628 |
+100% |
| Global Assets Advisory LLC |
0 |
570,990 |
+570,990 |
+100% |
| Longbow Finance SA |
0 |
26,895 |
+26,895 |
+100% |
| Portman Square Capital LLP |
0 |
449 |
+449 |
+100% |
| Root Financial Partners LLC |
0 |
1,140 |
+1,140 |
+100% |
| RAM Investment Partners LLC |
0 |
405 |
+405 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
17 |
+17 |
+100% |
| Lecap Asset Management Ltd. |
0 |
4,404 |
+4,404 |
+100% |
| Dixon Mitchell Investment Counsel Inc. |
0 |
9 |
+9 |
+100% |
| OMNI 360 Wealth Inc. |
0 |
591 |
+591 |
+100% |
| Focus Financial Network Inc. |
0 |
55,071 |
+55,071 |
+100% |
| Edge Financial Advisors LLC |
0 |
1,108 |
+1,108 |
+100% |
| Duncan Williams Asset Management LLC |
0 |
1,864 |
+1,864 |
+100% |
| Triad Wealth Partners LLC |
0 |
1,372 |
+1,372 |
+100% |
| Accordant Advisory Group Inc |
0 |
314 |
+314 |
+100% |
| AA Financial Advisors LLC |
0 |
2,108 |
+2,108 |
+100% |
| Emprise Bank |
0 |
3,856 |
+3,856 |
+100% |
| Central Pacific Bank Trust Division |
0 |
7,302 |
+7,302 |
+100% |
| Davies Financial Advisors Inc. |
0 |
2,113 |
+2,113 |
+100% |
| Diversify Advisory Services LLC |
0 |
12,138 |
+12,138 |
+100% |
| Mediolanum International Funds Ltd |
0 |
225,223 |
+225,223 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cincinnati Financial Corp |
468,822 |
468,822 |
UNCH |
0.00% |
| Rowland & Co. Investment Counsel ADV |
245 |
245 |
UNCH |
0.00% |
| Ogorek Anthony Joseph NY ADV |
121 |
121 |
UNCH |
0.00% |
| CALIFORNIA FIRST LEASING Corp |
2,489 |
2,489 |
UNCH |
0.00% |
| Summit Financial Group Inc. |
556 |
556 |
UNCH |
0.00% |
| Capital Management Associates NY |
1,800 |
1,800 |
UNCH |
0.00% |
| Klingenstein Fields & Co. LP |
923 |
923 |
UNCH |
0.00% |
| Delta Capital Management LLC |
7,190 |
7,190 |
UNCH |
0.00% |
| Groesbeck Investment Management Corp NJ |
3,846 |
3,846 |
UNCH |
0.00% |
| Gillespie Robinson & Grimm Inc. |
618 |
618 |
UNCH |
0.00% |
| Smith Shellnut Wilson LLC ADV |
536 |
536 |
UNCH |
0.00% |
| Tompkins Financial Corp |
1,678 |
1,678 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
530,178 |
530,178 |
UNCH |
0.00% |
| Lawson Kroeker Investment Management Inc. NE |
4,116 |
4,116 |
UNCH |
0.00% |
| Morgan Dempsey Capital Management LLC |
24 |
24 |
UNCH |
0.00% |
| Dillon & Associates Inc. |
1,197 |
1,197 |
UNCH |
0.00% |
| Jacobs & Co. CA |
459 |
459 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
19,058 |
19,058 |
UNCH |
0.00% |
| Baker Boyer National Bank |
1,173 |
1,173 |
UNCH |
0.00% |
| Birinyi Associates Inc. |
5,735 |
5,735 |
UNCH |
0.00% |
| Van Strum & Towne Inc. |
945 |
945 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
1,625 |
1,625 |
UNCH |
0.00% |
| Gould Asset Management LLC CA |
1,673 |
1,673 |
UNCH |
0.00% |
| Marino Stram & Associates LLC |
715 |
715 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
331 |
331 |
UNCH |
0.00% |
| Independent Investors Inc. |
3,540 |
3,540 |
UNCH |
0.00% |
| Azzad Asset Management Inc. ADV |
518 |
518 |
UNCH |
0.00% |
| Viking Fund Management LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| Sonata Capital Group Inc. |
1,497 |
1,497 |
UNCH |
0.00% |
| First United Bank Trust |
865 |
865 |
UNCH |
0.00% |
| Deltec Asset Management LLC |
9,232 |
9,232 |
UNCH |
0.00% |
| Deroy & Devereaux Private Investment Counsel Inc. |
2,275 |
2,275 |
UNCH |
0.00% |
| Cincinnati Insurance Co. |
220,081 |
220,081 |
UNCH |
0.00% |
| Profit Investment Management LLC |
1,974 |
1,974 |
UNCH |
0.00% |
| Phocas Financial Corp. |
460 |
460 |
UNCH |
0.00% |
| First Dallas Securities Inc. |
750 |
750 |
UNCH |
0.00% |
| Hunter Associates Investment Management LLC |
3,372 |
3,372 |
UNCH |
0.00% |
| Merrion Investment Management Co LLC |
611 |
611 |
UNCH |
0.00% |
| West Oak Capital LLC |
125 |
125 |
UNCH |
0.00% |
| Robecosam AG |
22,971 |
22,971 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
2,648 |
2,648 |
UNCH |
0.00% |
| Legato Capital Management LLC |
5,730 |
5,730 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
27,700 |
27,700 |
UNCH |
0.00% |
| New Jersey Better Educational Savings Trust |
1,063 |
1,063 |
UNCH |
0.00% |
| Supplemental Annuity Collective Trust of NJ |
3,000 |
3,000 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
528,393 |
528,393 |
UNCH |
0.00% |
| NJ State Employees Deferred Compensation Plan |
500 |
500 |
UNCH |
0.00% |
| Wellington Shields Capital Management LLC |
2,902 |
2,902 |
UNCH |
0.00% |
| Bright Rock Capital Management LLC |
25,000 |
25,000 |
UNCH |
0.00% |
| CapWealth Advisors LLC |
509 |
509 |
UNCH |
0.00% |
| CSU Producer Resources Inc. |
3,300 |
3,300 |
UNCH |
0.00% |
| Alta Advisers Ltd |
2,600 |
2,600 |
UNCH |
0.00% |
| Lbmc Investment Advisors LLC |
647 |
647 |
UNCH |
0.00% |
| South Dakota Investment Council |
69,086 |
69,086 |
UNCH |
0.00% |
| Aspen Investment Management Inc |
658 |
658 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
28,582 |
28,582 |
UNCH |
0.00% |
| Macroview Investment Management LLC |
7 |
7 |
UNCH |
0.00% |
| Consolidated Investment Group LLC |
16,535 |
16,535 |
UNCH |
0.00% |
| Investment House LLC |
9,555 |
9,555 |
UNCH |
0.00% |
| Murphy Pohlad Asset Management LLC |
7,609 |
7,609 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
112 |
112 |
UNCH |
0.00% |
| Wolf Group Capital Advisors |
2,834 |
2,834 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
275 |
275 |
UNCH |
0.00% |
| M. Kraus & Co |
645 |
645 |
UNCH |
0.00% |
| Sivik Global Healthcare LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Peddock Capital Advisors LLC |
649 |
649 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
60 |
60 |
UNCH |
0.00% |
| Elite Wealth Management Inc. |
841 |
841 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
648 |
648 |
UNCH |
0.00% |
| Northside Capital Management LLC |
5,863 |
5,863 |
UNCH |
0.00% |
| Northstar Group Inc. |
629 |
629 |
UNCH |
0.00% |
| Spectrum Asset Management Inc. NB CA |
1,153 |
1,153 |
UNCH |
0.00% |
| Summit Financial Wealth Advisors LLC |
2,511 |
2,511 |
UNCH |
0.00% |
| Juncture Wealth Strategies LLC |
886 |
886 |
UNCH |
0.00% |
| Cambridge Advisors Inc. |
2,807 |
2,807 |
UNCH |
0.00% |
| ETF Portfolio Partners Inc. |
809 |
809 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
146 |
146 |
UNCH |
0.00% |
| Steele Capital Management Inc. |
1,069 |
1,069 |
UNCH |
0.00% |
| First PREMIER Bank |
256 |
256 |
UNCH |
0.00% |
| Probity Advisors Inc. |
583 |
583 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
835 |
835 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
600 |
600 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
4,584 |
4,584 |
UNCH |
0.00% |
| Perennial Advisors LLC |
854 |
854 |
UNCH |
0.00% |
| Symmetry Partners LLC |
5,950 |
5,950 |
UNCH |
0.00% |
| Narus Financial Partners LLC |
727 |
727 |
UNCH |
0.00% |
| Pinnacle Bank |
2,051 |
2,051 |
UNCH |
0.00% |
| Bfsg LLC |
7,439 |
7,439 |
UNCH |
0.00% |
| Uncommon Cents Investing LLC |
2,310 |
2,310 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
150 |
150 |
UNCH |
0.00% |
| Maj Invest Holding A S |
222 |
222 |
UNCH |
0.00% |
| Solstein Capital LLC |
104 |
104 |
UNCH |
0.00% |
| Congress Park Capital LLC |
1,325 |
1,325 |
UNCH |
0.00% |
| ODonnell Financial Services LLC |
1,436 |
1,436 |
UNCH |
0.00% |
| New Potomac Partners LLC |
989 |
989 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
1,766 |
1,766 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
1,286 |
1,286 |
UNCH |
0.00% |
| Pflug Koory LLC |
52 |
52 |
UNCH |
0.00% |
| Ariston Services Group |
483 |
483 |
UNCH |
0.00% |
| Exeter Financial LLC |
469 |
469 |
UNCH |
0.00% |
| Essex Savings Bank |
2,540 |
2,540 |
UNCH |
0.00% |
| Dougherty Wealth Advisers LLC |
518 |
518 |
UNCH |
0.00% |
| Pasadena Private Wealth LLC |
848 |
848 |
UNCH |
0.00% |
| Insight Financial Services |
33 |
33 |
UNCH |
0.00% |
| ERTS Wealth Advisors LLC |
442 |
442 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
3,043 |
3,043 |
UNCH |
0.00% |
| American Financial Advisors LLC |
701 |
701 |
UNCH |
0.00% |
| Bay Harbor Wealth Management LLC |
161 |
161 |
UNCH |
0.00% |
| O Brien Greene & Co. Inc |
414 |
414 |
UNCH |
0.00% |
| Legacy Trust |
854 |
854 |
UNCH |
0.00% |
| Your Advocates Ltd. LLP |
298 |
298 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
8,915 |
8,915 |
UNCH |
0.00% |
| Heartwood Wealth Advisors LLC |
669 |
669 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
83 |
83 |
UNCH |
0.00% |
| Epiq Partners LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
49 |
49 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
91 |
91 |
UNCH |
0.00% |
| Cairn Investment Group Inc. |
867 |
867 |
UNCH |
0.00% |
| Lpwm LLC |
489 |
489 |
UNCH |
0.00% |
| LifeSteps Financial Inc. |
526 |
526 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
122 |
122 |
UNCH |
0.00% |
| Key Financial Inc |
3,651 |
3,651 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
788 |
788 |
UNCH |
0.00% |
| RTD Financial Advisors Inc. |
699 |
699 |
UNCH |
0.00% |
| StrongBox Wealth LLC |
4,310 |
4,310 |
UNCH |
0.00% |
| Lountzis Asset Management LLC |
11,495 |
11,495 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
1,167 |
1,167 |
UNCH |
0.00% |
| Prairiewood Capital LLC |
1,261 |
1,261 |
UNCH |
0.00% |
| 4Thought Financial Group Inc. |
20 |
20 |
UNCH |
0.00% |
| Hoese & Co LLP |
198 |
198 |
UNCH |
0.00% |
| Birchcreek Wealth Management LLC |
870 |
870 |
UNCH |
0.00% |
| 4J Wealth Management LLC |
688 |
688 |
UNCH |
0.00% |
| Roth Financial Partners LLC |
462 |
462 |
UNCH |
0.00% |
| Laurel Wealth Planning LLC |
545 |
545 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
1,002 |
1,002 |
UNCH |
0.00% |
| TriaGen Wealth Management LLC |
428 |
428 |
UNCH |
0.00% |
| Curran Financial Partners LLC |
570 |
570 |
UNCH |
0.00% |
| Purus Wealth Management LLC |
450 |
450 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
125 |
125 |
UNCH |
0.00% |
| Waycross Partners LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| MBA Advisors LLC |
641 |
641 |
UNCH |
0.00% |
| Guardian Wealth Advisors LLC |
1,190 |
1,190 |
UNCH |
0.00% |
| Emfo LLC |
25 |
25 |
UNCH |
0.00% |
| Paradigm Strategies in Wealth Management LLC |
733 |
733 |
UNCH |
0.00% |
| One One Wealth Management LLC |
636 |
636 |
UNCH |
0.00% |
| Coerente Capital Management |
435 |
435 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
10 |
10 |
UNCH |
0.00% |
| Cornerstone Wealth Advisors Inc. |
2,385 |
2,385 |
UNCH |
0.00% |
| Pinnacle Wealth Management Group Inc. |
415 |
415 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
126 |
126 |
UNCH |
0.00% |
| Border to Coast Pensions Partnership Ltd |
140,055 |
140,055 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
83 |
83 |
UNCH |
0.00% |
| Whalen Wealth Management Inc. |
1,371 |
1,371 |
UNCH |
0.00% |
| Capricorn Fund Managers Ltd |
6,484 |
6,484 |
UNCH |
0.00% |
| Caldwell Investment Management Ltd. |
2,690 |
2,690 |
UNCH |
0.00% |
| PACK Private Wealth LLC |
7,472 |
7,472 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
17 |
17 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
4,842 |
4,842 |
UNCH |
0.00% |
| Kellett Schaffner Wealth Advisors LLC |
1,860 |
1,860 |
UNCH |
0.00% |
| Planning Center Inc. |
2,927 |
2,927 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
685 |
685 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
21 |
21 |
UNCH |
0.00% |
| Clay Northam Wealth Management LLC |
515 |
515 |
UNCH |
0.00% |
| Mayport LLC |
909 |
909 |
UNCH |
0.00% |
| Sage Investment Advisers LLC |
407 |
407 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
351 |
351 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
2,388 |
2,388 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
57 |
57 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
45 |
45 |
UNCH |
0.00% |
| Horizons Wealth Management |
100 |
100 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
169 |
169 |
UNCH |
0.00% |
| MGO Private Wealth LLC |
637 |
637 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
160 |
160 |
UNCH |
0.00% |
| Stephens Consulting LLC |
20 |
20 |
UNCH |
0.00% |
| GEM Asset Management LLC |
434 |
434 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
627 |
627 |
UNCH |
0.00% |
| Heritage Wealth Partners LLC |
1,710 |
1,710 |
UNCH |
0.00% |
| Evergreen Wealth Management LLC |
2,032 |
2,032 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
122 |
122 |
UNCH |
0.00% |
| DDFG Inc |
1,268 |
1,268 |
UNCH |
0.00% |
| Hudson Canyon Capital Management |
3,676 |
3,676 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
817 |
817 |
UNCH |
0.00% |
| Union Savings Bank |
588 |
588 |
UNCH |
0.00% |
| Altiora Financial Group LLC |
1,295 |
1,295 |
UNCH |
0.00% |
| CGC Financial Services LLC |
55 |
55 |
UNCH |
0.00% |
| Slocum Gordon & Co LLP |
200 |
200 |
UNCH |
0.00% |
| Williams & Novak LLC |
694 |
694 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
240 |
240 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
100 |
100 |
UNCH |
0.00% |
| ORBA Wealth Advisors L.L.C. |
3,307 |
3,307 |
UNCH |
0.00% |
| Sachetta LLC |
456 |
456 |
UNCH |
0.00% |
| Mustard Seed Financial LLC |
865 |
865 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
637 |
637 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
76 |
76 |
UNCH |
0.00% |
| Gerber LLC |
1,463 |
1,463 |
UNCH |
0.00% |
| Mainsail Asset Management LLC |
550 |
550 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
117 |
117 |
UNCH |
0.00% |
| 13F Filers Decreasing UNH Share Count |
|---|
| GUNN & Co INVESTMENT MANAGEMENT INC. |
97,679 |
7,081 |
-90,598 |
-92.75% |
| Cookson Peirce & Co. Inc. |
26,906 |
2,143 |
-24,763 |
-92.04% |
| K.J. Harrison & Partners Inc |
9,652 |
1,340 |
-8,312 |
-86.12% |
| Consolidated Planning Corp |
15,079 |
2,162 |
-12,917 |
-85.66% |
| Worth Asset Management LLC |
4,296 |
710 |
-3,586 |
-83.47% |
| TrimTabs Asset Management LLC |
17,184 |
3,078 |
-14,106 |
-82.09% |
| Cutler Group LP |
1,434 |
283 |
-1,151 |
-80.26% |
| Migdal Insurance & Financial Holdings Ltd. |
4,467 |
886 |
-3,581 |
-80.17% |
| Fox Hill Wealth Management |
3,816 |
866 |
-2,950 |
-77.31% |
| Farmers Trust Co. |
6,848 |
1,593 |
-5,255 |
-76.74% |
| Warther Private Wealth LLC |
11,574 |
2,779 |
-8,795 |
-75.99% |
| Capital Advisors Wealth Management LLC |
1,891 |
462 |
-1,429 |
-75.57% |
| Carolina Wealth Advisors LLC |
30 |
8 |
-22 |
-73.33% |
| Congress Asset Management Co. MA |
237,625 |
66,498 |
-171,127 |
-72.02% |
| Disciplined Equity Management Inc. |
2,254 |
660 |
-1,594 |
-70.72% |
| Brown Advisory Inc. |
2,278,536 |
676,532 |
-1,602,004 |
-70.31% |
| Advisor Resource Council |
4,559 |
1,584 |
-2,975 |
-65.26% |
| GSA Capital Partners LLP |
8,163 |
3,145 |
-5,018 |
-61.47% |
| Oldfather Financial Services LLC |
1,564 |
612 |
-952 |
-60.87% |
| GPS Wealth Strategies Group LLC |
5,524 |
2,273 |
-3,251 |
-58.85% |
| Steel Peak Wealth Management LLC |
10,942 |
4,532 |
-6,410 |
-58.58% |
| Register Financial Advisors LLC |
667 |
279 |
-388 |
-58.17% |
| Trust Co |
854 |
361 |
-493 |
-57.73% |
| Hodges Capital Management Inc. |
2,299 |
975 |
-1,324 |
-57.59% |
| Chemung Canal Trust Co. |
12,082 |
5,209 |
-6,873 |
-56.89% |
| Charles Schwab Trust Co |
2,772 |
1,227 |
-1,545 |
-55.74% |
| Mckinley Capital Management LLC Delaware |
51,203 |
24,102 |
-27,101 |
-52.93% |
| Chicago Capital LLC |
3,874 |
1,922 |
-1,952 |
-50.39% |
| Montag & Caldwell LLC |
43,996 |
21,878 |
-22,118 |
-50.27% |
| Seamount Financial Group Inc. |
1,704 |
862 |
-842 |
-49.41% |
| Mendota Financial Group LLC |
660 |
335 |
-325 |
-49.24% |
| Caldwell Sutter Capital Inc. |
2,049 |
1,047 |
-1,002 |
-48.90% |
| S. R. Schill & Associates |
3,168 |
1,631 |
-1,537 |
-48.52% |
| FDx Advisors Inc. |
15,755 |
8,300 |
-7,455 |
-47.32% |
| Walker Asset Management LLC |
1,510 |
813 |
-697 |
-46.16% |
| Congress Wealth Management LLC DE |
56,500 |
30,635 |
-25,865 |
-45.78% |
| Carmichael Hill & Associates Inc. |
186 |
106 |
-80 |
-43.01% |
| Fairman Group LLC |
377 |
217 |
-160 |
-42.44% |
| Investors Asset Management of Georgia Inc. GA ADV |
1,511 |
879 |
-632 |
-41.83% |
| Cutter & CO Brokerage Inc. |
1,203 |
703 |
-500 |
-41.56% |
| TrueWealth Advisors LLC |
860 |
506 |
-354 |
-41.16% |
| LVZ Advisors Inc. |
1,023 |
618 |
-405 |
-39.59% |
| Everpar Advisors LLC |
1,992 |
1,207 |
-785 |
-39.41% |
| Saxony Capital Management LLC |
841 |
512 |
-329 |
-39.12% |
| TrueMark Investments LLC |
6,263 |
3,853 |
-2,410 |
-38.48% |
| StonePine Asset Management Inc. |
925,454 |
571,121 |
-354,333 |
-38.29% |
| Bangor Savings Bank |
1,203 |
749 |
-454 |
-37.74% |
| Trust Co of the South |
3,351 |
2,108 |
-1,243 |
-37.09% |
| Intelligence Driven Advisers LLC |
1,042 |
659 |
-383 |
-36.76% |
| Massachusetts Wealth Management |
707 |
457 |
-250 |
-35.36% |
| Sendero Wealth Management LLC |
2,567 |
1,677 |
-890 |
-34.67% |
| AFT Forsyth & Company Inc. |
799 |
524 |
-275 |
-34.42% |
| Glass Jacobson Investment Advisors llc |
142 |
94 |
-48 |
-33.80% |
| Sequoia Financial Advisors LLC |
30,899 |
20,498 |
-10,401 |
-33.66% |
| KLR Investment Advisors LLC |
802 |
549 |
-253 |
-31.55% |
| Asahi Life Asset Management CO. LTD. |
18,812 |
13,004 |
-5,808 |
-30.87% |
| Forza Wealth Management LLC |
843 |
583 |
-260 |
-30.84% |
| Bordeaux Wealth Advisors LLC |
1,795 |
1,247 |
-548 |
-30.53% |
| NatWest Group plc |
19,880 |
13,863 |
-6,017 |
-30.27% |
| Overbrook Management Corp |
45,377 |
32,132 |
-13,245 |
-29.19% |
| TruWealth Advisors LLC |
34,765 |
24,620 |
-10,145 |
-29.18% |
| EFG Asset Management Americas Corp. |
19,041 |
13,497 |
-5,544 |
-29.12% |
| Smith Group Asset Management LLC |
48,015 |
34,140 |
-13,875 |
-28.90% |
| RFG Advisory LLC |
6,547 |
4,655 |
-1,892 |
-28.90% |
| Newbridge Financial Services Group Inc. |
1,134 |
807 |
-327 |
-28.84% |
| Canandaigua National Bank & Trust Co. |
7,187 |
5,115 |
-2,072 |
-28.83% |
| Trust Co. of Oklahoma |
568 |
406 |
-162 |
-28.52% |
| Sunbelt Securities Inc. |
4,885 |
3,500 |
-1,385 |
-28.35% |
| North Point Portfolio Managers Corp OH |
36,444 |
26,138 |
-10,306 |
-28.28% |
| GLOBALT Investments LLC GA |
8,750 |
6,310 |
-2,440 |
-27.89% |
| ZRC Wealth Management LLC |
1,539 |
1,110 |
-429 |
-27.88% |
| Monument Capital Management |
2,913 |
2,106 |
-807 |
-27.70% |
| Huntington National Bank |
238,615 |
172,790 |
-65,825 |
-27.59% |
| GSG Advisors LLC |
813 |
589 |
-224 |
-27.55% |
| Artemis Investment Management LLP |
34,414 |
25,044 |
-9,370 |
-27.23% |
| Wellington Shields & Co. LLC |
618 |
452 |
-166 |
-26.86% |
| Secure Asset Management LLC |
2,418 |
1,784 |
-634 |
-26.22% |
| Western Wealth Management LLC |
11,231 |
8,286 |
-2,945 |
-26.22% |
| AustralianSuper Pty Ltd |
514,148 |
380,344 |
-133,804 |
-26.02% |
| Integrated Investment Consultants LLC |
1,445 |
1,069 |
-376 |
-26.02% |
| BLB&B Advisors LLC |
566 |
419 |
-147 |
-25.97% |
| DNB Asset Management AS |
283,380 |
210,939 |
-72,441 |
-25.56% |
| Braun Bostich & Associates Inc. |
1,732 |
1,300 |
-432 |
-24.94% |
| Smith Salley & Associates |
3,082 |
2,315 |
-767 |
-24.89% |
| BlueChip Wealth Advisors LLC |
1,057 |
794 |
-263 |
-24.88% |
| Washington Capital Management Inc. |
1,868 |
1,410 |
-458 |
-24.52% |
| Burke & Herbert Bank & Trust Co. |
900 |
684 |
-216 |
-24.00% |
| Carderock Capital Management Inc. |
13,804 |
10,512 |
-3,292 |
-23.85% |
| Colton Groome Financial Advisors LLC |
617 |
472 |
-145 |
-23.50% |
| Pennsylvania Capital Management Inc. ADV |
2,793 |
2,141 |
-652 |
-23.34% |
| Strategic Advisors LLC |
8,133 |
6,236 |
-1,897 |
-23.32% |
| Cornerstone Capital Inc. |
935 |
720 |
-215 |
-22.99% |
| Oregon Public Employees Retirement Fund |
102,386 |
79,062 |
-23,324 |
-22.78% |
| Tyche Wealth Partners LLC |
4,895 |
3,805 |
-1,090 |
-22.27% |
| Allspring Global Investments Holdings LLC |
521,622 |
405,972 |
-115,650 |
-22.17% |
| Banque Cantonale Vaudoise |
49,477 |
38,803 |
-10,674 |
-21.57% |
| Western Financial Corp CA |
2,544 |
2,005 |
-539 |
-21.19% |
| Consilio Wealth Advisors LLC |
705 |
557 |
-148 |
-20.99% |
| Red Cedar Investment Management LLC |
6,573 |
5,195 |
-1,378 |
-20.96% |
| WESPAC Advisors LLC |
554 |
439 |
-115 |
-20.76% |
| Financial Insights Inc. |
2,738 |
2,172 |
-566 |
-20.67% |
| Northern Oak Wealth Management Inc. |
18,454 |
14,703 |
-3,751 |
-20.33% |
| Wedmont Private Capital |
7,698 |
6,137 |
-1,561 |
-20.28% |
| Financial Perspectives Inc |
5,378 |
4,297 |
-1,081 |
-20.10% |
| Covenant Partners LLC |
2,725 |
2,178 |
-547 |
-20.07% |
| Robbins Farley LLC |
50 |
40 |
-10 |
-20.00% |
| Good Life Advisors LLC |
1,636 |
1,310 |
-326 |
-19.93% |
| Vigilare Wealth Management |
1,511 |
1,216 |
-295 |
-19.52% |
| Gryphon Financial Partners LLC |
6,220 |
5,014 |
-1,206 |
-19.39% |
| Lake Street Financial LLC |
4,581 |
3,694 |
-887 |
-19.36% |
| CWS Financial Advisors LLC |
845 |
684 |
-161 |
-19.05% |
| Mitchell Sinkler & Starr PA |
1,392 |
1,128 |
-264 |
-18.97% |
| UMB Bank N A MO |
130,529 |
105,774 |
-24,755 |
-18.97% |
| Lewis Asset Management LLC |
1,627 |
1,319 |
-308 |
-18.93% |
| Halpern Financial Inc. |
185 |
150 |
-35 |
-18.92% |
| Consilium Wealth Advisory LLC |
5,173 |
4,204 |
-969 |
-18.73% |
| Natixis Advisors L.P. |
664,310 |
539,952 |
-124,358 |
-18.72% |
| AJ Advisors LLC |
631 |
513 |
-118 |
-18.70% |
| Compass Wealth Management LLC |
266 |
217 |
-49 |
-18.42% |
| Private Advisor Group LLC |
74,004 |
60,501 |
-13,503 |
-18.25% |
| Kanawha Capital Management LLC |
1,567 |
1,282 |
-285 |
-18.19% |
| Lodestar Private Asset Management LLC |
722 |
591 |
-131 |
-18.14% |
| KAMES CAPITAL plc |
10,651 |
8,720 |
-1,931 |
-18.13% |
| New Century Financial Group LLC |
1,288 |
1,055 |
-233 |
-18.09% |
| Legacy Advisors LLC |
14,742 |
12,083 |
-2,659 |
-18.04% |
| O Brien Wealth Partners LLC |
78 |
64 |
-14 |
-17.95% |
| First Financialcorp IN |
2,432 |
1,996 |
-436 |
-17.93% |
| Kowal Investment Group LLC |
1,412 |
1,162 |
-250 |
-17.71% |
| Future Financial Wealth Managment LLC |
1,226 |
1,011 |
-215 |
-17.54% |
| Vista Wealth Management Group LLC |
1,270 |
1,048 |
-222 |
-17.48% |
| NovaPoint Capital LLC |
621 |
514 |
-107 |
-17.23% |
| Sandbox Financial Partners LLC |
1,032 |
856 |
-176 |
-17.05% |
| Baxter Bros Inc. |
1,309 |
1,088 |
-221 |
-16.88% |
| Childress Capital Advisors LLC |
2,608 |
2,168 |
-440 |
-16.87% |
| B.O.S.S. Retirement Advisors LLC |
8,054 |
6,700 |
-1,354 |
-16.81% |
| Tower Bridge Advisors |
31,323 |
26,073 |
-5,250 |
-16.76% |
| Skyline Advisors Inc. |
657 |
547 |
-110 |
-16.74% |
| Cullinan Associates Inc. |
19,986 |
16,654 |
-3,332 |
-16.67% |
| Convergence Investment Partners LLC |
2,521 |
2,102 |
-419 |
-16.62% |
| Parkside Investments LLC |
2,397 |
2,000 |
-397 |
-16.56% |
| BEAM Asset Management LLC |
485 |
406 |
-79 |
-16.29% |
| Northeast Investment Management |
2,630 |
2,205 |
-425 |
-16.16% |
| IAG Wealth Partners LLC |
156 |
131 |
-25 |
-16.03% |
| Orgel Wealth Management LLC |
583 |
490 |
-93 |
-15.95% |
| State of Michigan Retirement System |
312,219 |
262,419 |
-49,800 |
-15.95% |
| PBMares Wealth Management LLC |
2,151 |
1,811 |
-340 |
-15.81% |
| Avory & Company LLC |
1,481 |
1,249 |
-232 |
-15.67% |
| Values Added Financial LLC |
1,059 |
894 |
-165 |
-15.58% |
| Source Financial Advisors LLC |
1,479 |
1,250 |
-229 |
-15.48% |
| WS Portfolio Advisory LLC |
24,032 |
20,354 |
-3,678 |
-15.30% |
| Voisard Asset Management Group Inc. |
661 |
561 |
-100 |
-15.13% |
| Teamwork Financial Advisors LLC |
1,472 |
1,253 |
-219 |
-14.88% |
| Symphony Financial Ltd. Co. |
5,112 |
4,360 |
-752 |
-14.71% |
| James Investment Research Inc. |
25,989 |
22,176 |
-3,813 |
-14.67% |
| Kathmere Capital Management LLC |
4,456 |
3,810 |
-646 |
-14.50% |
| Eagle Strategies LLC |
2,116 |
1,810 |
-306 |
-14.46% |
| Fortitude Family Office LLC |
256 |
219 |
-37 |
-14.45% |
| Ignite Planners LLC |
1,853 |
1,586 |
-267 |
-14.41% |
| Roman Butler Fullerton & Co. |
1,140 |
976 |
-164 |
-14.39% |
| Round Rock Advisors LLC |
11,914 |
10,231 |
-1,683 |
-14.13% |
| Stratos Wealth Advisors LLC |
6,594 |
5,673 |
-921 |
-13.97% |
| Westside Investment Management Inc. |
2,304 |
1,983 |
-321 |
-13.93% |
| Baker Ellis Asset Management LLC |
794 |
684 |
-110 |
-13.85% |
| Assenagon Asset Management S.A. |
435,440 |
375,335 |
-60,105 |
-13.80% |
| Washburn Capital Management Inc. |
3,872 |
3,338 |
-534 |
-13.79% |
| Los Angeles Capital Management & Equity Research Inc. |
671,765 |
580,872 |
-90,893 |
-13.53% |
| Avion Wealth |
222 |
192 |
-30 |
-13.51% |
| WealthBridge Capital Management LLC |
1,731 |
1,498 |
-233 |
-13.46% |
| Apella Capital LLC |
939 |
816 |
-123 |
-13.10% |
| Summit Financial LLC |
20,361 |
17,707 |
-2,654 |
-13.03% |
| Bluesphere Advisors LLC |
2,754 |
2,396 |
-358 |
-13.00% |
| Consolidated Portfolio Review Corp |
1,548 |
1,347 |
-201 |
-12.98% |
| Founders Financial Securities LLC |
7,939 |
6,921 |
-1,018 |
-12.82% |
| Financial Advisory Partners LLC |
7,527 |
6,565 |
-962 |
-12.78% |
| Amalgamated Bank |
228,610 |
199,385 |
-29,225 |
-12.78% |
| Woodstock Corp |
784 |
684 |
-100 |
-12.76% |
| Fortitude Advisory Group L.L.C. |
1,853 |
1,619 |
-234 |
-12.63% |
| Buckley Wealth Management LLC |
3,713 |
3,259 |
-454 |
-12.23% |
| Baader Bank INC |
33,042 |
29,065 |
-3,977 |
-12.04% |
| Xcel Wealth Management LLC |
706 |
622 |
-84 |
-11.90% |
| MBL Wealth LLC |
2,865 |
2,528 |
-337 |
-11.76% |
| Planning Capital Management Corp |
514 |
454 |
-60 |
-11.67% |
| PICTET BANK & TRUST Ltd |
3,905 |
3,450 |
-455 |
-11.65% |
| Versant Capital Management Inc |
579 |
512 |
-67 |
-11.57% |
| Fiduciary Planning LLC |
476 |
421 |
-55 |
-11.55% |
| Corundum Group Inc. |
2,558 |
2,263 |
-295 |
-11.53% |
| IMA Wealth Inc. |
4,511 |
3,997 |
-514 |
-11.39% |
| First Personal Financial Services |
596 |
530 |
-66 |
-11.07% |
| Abacus Planning Group Inc. |
1,999 |
1,778 |
-221 |
-11.06% |
| Clear Investment Research LLC |
101 |
90 |
-11 |
-10.89% |
| Integris Wealth Management LLC |
613 |
547 |
-66 |
-10.77% |
| MN Wealth Advisors LLC |
586 |
523 |
-63 |
-10.75% |
| Clarius Group LLC |
8,516 |
7,613 |
-903 |
-10.60% |
| Polaris Capital Management LLC |
74,152 |
66,352 |
-7,800 |
-10.52% |
| Carlson Capital Management |
32,429 |
29,029 |
-3,400 |
-10.48% |
| Berry Wealth Group LP |
1,329 |
1,190 |
-139 |
-10.46% |
| Doliver Advisors LP |
3,806 |
3,409 |
-397 |
-10.43% |
| Carr Financial Group Corp |
1,162 |
1,042 |
-120 |
-10.33% |
| Farmers & Merchants Trust Co of Chambersburg PA |
627 |
563 |
-64 |
-10.21% |
| Riggs Asset Managment Co. Inc. |
245 |
220 |
-25 |
-10.20% |
| Onyx Bridge Wealth Group LLC |
1,836 |
1,651 |
-185 |
-10.08% |
| Total Clarity Wealth Management Inc. |
2,475 |
2,228 |
-247 |
-9.98% |
| Eudaimonia Advisors LLC |
1,583 |
1,426 |
-157 |
-9.92% |
| Wealthfront Advisers LLC |
76,447 |
68,954 |
-7,493 |
-9.80% |
| Almanack Investment Partners LLC. |
471 |
426 |
-45 |
-9.55% |
| Kaizen Financial Strategies |
606 |
549 |
-57 |
-9.41% |
| Compagnie Lombard Odier SCmA |
49,909 |
45,226 |
-4,683 |
-9.38% |
| Hexagon Capital Partners LLC |
1,251 |
1,135 |
-116 |
-9.27% |
| Trueblood Wealth Management LLC |
5,225 |
4,741 |
-484 |
-9.26% |
| Greenleaf Trust |
25,523 |
23,204 |
-2,319 |
-9.09% |
| Private Capital Management LLC |
1,053 |
958 |
-95 |
-9.02% |
| Bremer Bank National Association |
2,820 |
2,568 |
-252 |
-8.94% |
| Gateway Investment Advisers LLC |
248,007 |
226,015 |
-21,992 |
-8.87% |
| Valley National Advisers Inc. |
1,416 |
1,291 |
-125 |
-8.83% |
| Cedrus LLC |
1,270 |
1,159 |
-111 |
-8.74% |
| Platte River Wealth Advisors LLC |
5,995 |
5,476 |
-519 |
-8.66% |
| Etesian Wealth Advisors Inc. |
980 |
896 |
-84 |
-8.57% |
| Alliance Wealth Advisors LLC |
744 |
681 |
-63 |
-8.47% |
| Dentgroup LLC |
827 |
757 |
-70 |
-8.46% |
| Elk River Wealth Management LLC |
18,934 |
17,344 |
-1,590 |
-8.40% |
| Presidio Capital Management LLC |
1,873 |
1,716 |
-157 |
-8.38% |
| Northern Financial Advisors Inc |
3,636 |
3,333 |
-303 |
-8.33% |
| Twelve Points Wealth Management LLC |
1,109 |
1,017 |
-92 |
-8.30% |
| Central Bank & Trust Co. |
19,631 |
18,003 |
-1,628 |
-8.29% |
| BOK Financial Private Wealth Inc. |
7,817 |
7,175 |
-642 |
-8.21% |
| Stephenson National Bank & Trust |
1,709 |
1,569 |
-140 |
-8.19% |
| Park Place Capital Corp |
4,548 |
4,177 |
-371 |
-8.16% |
| Kingswood Wealth Advisors LLC |
15,730 |
14,456 |
-1,274 |
-8.10% |
| Davis Capital Management |
833 |
766 |
-67 |
-8.04% |
| Lifestyle Asset Management Inc. |
449 |
413 |
-36 |
-8.02% |
| Handelsinvest Investeringsforvaltning |
5,160 |
4,749 |
-411 |
-7.97% |
| Daiwa Securities Group Inc. |
183,323 |
169,042 |
-14,281 |
-7.79% |
| Oxinas Partners Wealth Management LLC |
1,659 |
1,530 |
-129 |
-7.78% |
| Horan Capital Advisors LLC. |
1,145 |
1,056 |
-89 |
-7.77% |
| Global Trust Asset Management LLC |
1,762 |
1,627 |
-135 |
-7.66% |
| CVA Family Office LLC |
2,507 |
2,317 |
-190 |
-7.58% |
| Nordea Investment Management AB |
1,818,250 |
1,681,804 |
-136,446 |
-7.50% |
| Affinity Capital Advisors LLC |
521 |
482 |
-39 |
-7.49% |
| CMH Wealth Management LLC |
14,456 |
13,384 |
-1,072 |
-7.42% |
| Fortem Financial Group LLC |
781 |
724 |
-57 |
-7.30% |
| Golden Road Advisors LLC |
578 |
536 |
-42 |
-7.27% |
| JNB Advisors LLC |
8,911 |
8,272 |
-639 |
-7.17% |
| Pensionfund Sabic |
8,400 |
7,800 |
-600 |
-7.14% |
| Ninety One UK Ltd |
334,432 |
310,539 |
-23,893 |
-7.14% |
| Optas LLC |
4,474 |
4,157 |
-317 |
-7.09% |
| Wendell David Associates Inc. |
847 |
787 |
-60 |
-7.08% |
| Moody Lynn & Lieberson LLC |
9,079 |
8,443 |
-636 |
-7.01% |
| Prosperity Consulting Group LLC |
4,286 |
3,987 |
-299 |
-6.98% |
| Securian Asset Management Inc |
58,566 |
54,478 |
-4,088 |
-6.98% |
| Klingman & Associates LLC |
1,019 |
949 |
-70 |
-6.87% |
| First Hawaiian Bank |
18,217 |
16,966 |
-1,251 |
-6.87% |
| Capital Investment Advisory Services LLC |
3,629 |
3,382 |
-247 |
-6.81% |
| Dupont Capital Management Corp |
42,563 |
39,679 |
-2,884 |
-6.78% |
| Capital Advisors Inc. OK |
107,495 |
100,228 |
-7,267 |
-6.76% |
| Retirement Systems of Alabama |
458,403 |
427,485 |
-30,918 |
-6.74% |
| Avaii Wealth Management LLC |
850 |
793 |
-57 |
-6.71% |
| Transform Wealth LLC |
35,007 |
32,695 |
-2,312 |
-6.60% |
| Cottonwood Capital Advisors LLC |
836 |
782 |
-54 |
-6.46% |
| Tritonpoint Wealth LLC |
13,384 |
12,522 |
-862 |
-6.44% |
| Octavia Wealth Advisors LLC |
869 |
813 |
-56 |
-6.44% |
| Nilsine Partners LLC |
8,088 |
7,569 |
-519 |
-6.42% |
| YHB Investment Advisors Inc. |
31,271 |
29,299 |
-1,972 |
-6.31% |
| Relyea Zuckerberg Hanson LLC |
6,268 |
5,874 |
-394 |
-6.29% |
| Hazlett Burt & Watson Inc. |
751 |
704 |
-47 |
-6.26% |
| DORCHESTER WEALTH MANAGEMENT Co |
8,304 |
7,791 |
-513 |
-6.18% |
| Hoxton Planning & Management LLC |
1,315 |
1,234 |
-81 |
-6.16% |
| Detalus Advisors LLC |
1,593 |
1,495 |
-98 |
-6.15% |
| Blue Bell Private Wealth Management LLC |
311 |
292 |
-19 |
-6.11% |
| Private Wealth Management Group LLC |
398 |
374 |
-24 |
-6.03% |
| Eads & Heald Wealth Management |
5,750 |
5,405 |
-345 |
-6.00% |
| Meritage Portfolio Management |
15,848 |
14,898 |
-950 |
-5.99% |
| Cobblestone Capital Advisors LLC NY |
3,704 |
3,484 |
-220 |
-5.94% |
| Blue Square Asset Management LLC |
5,335 |
5,020 |
-315 |
-5.90% |
| Argent Capital Management LLC |
197,545 |
185,888 |
-11,657 |
-5.90% |
| HMS Capital Management LLC |
3,680 |
3,465 |
-215 |
-5.84% |
| Householder Group Estate & Retirement Specialist LLC |
2,936 |
2,765 |
-171 |
-5.82% |
| Prossimo Advisors LLC |
3,329 |
3,138 |
-191 |
-5.74% |
| Aurum Wealth Management Group LLC |
5,233 |
4,936 |
-297 |
-5.68% |
| Ritholtz Wealth Management |
16,866 |
15,911 |
-955 |
-5.66% |
| LVM Capital Management Ltd. MI |
2,861 |
2,699 |
-162 |
-5.66% |
| Sivia Capital Partners LLC |
2,777 |
2,620 |
-157 |
-5.65% |
| Haverford Trust Co. |
475,041 |
448,525 |
-26,516 |
-5.58% |
| Parcion Private Wealth LLC |
1,295 |
1,223 |
-72 |
-5.56% |
| Arlington Trust Co LLC |
1,855 |
1,753 |
-102 |
-5.50% |
| FCG Investment Co |
3,064 |
2,898 |
-166 |
-5.42% |
| Schnieders Capital Management LLC |
16,931 |
16,013 |
-918 |
-5.42% |
| Park Avenue Securities LLC |
36,617 |
34,637 |
-1,980 |
-5.41% |
| Lwmg LLC |
1,594 |
1,508 |
-86 |
-5.40% |
| JNBA Financial Advisors |
4,931 |
4,666 |
-265 |
-5.37% |
| Indiana Trust & Investment Management CO |
745 |
705 |
-40 |
-5.37% |
| Portside Wealth Group LLC |
10,173 |
9,629 |
-544 |
-5.35% |
| Page Arthur B |
6,168 |
5,839 |
-329 |
-5.33% |
| First Interstate Bank |
14,019 |
13,283 |
-736 |
-5.25% |
| Coastal Investment Advisors Inc. |
5,719 |
5,420 |
-299 |
-5.23% |
| Trust Point Inc. |
4,519 |
4,283 |
-236 |
-5.22% |
| Signaturefd LLC |
21,389 |
20,275 |
-1,114 |
-5.21% |
| Centre Asset Management LLC |
9,280 |
8,798 |
-482 |
-5.19% |
| Victory Capital Management Inc. |
828,664 |
785,650 |
-43,014 |
-5.19% |
| OFI Invest Asset Management |
133,365 |
126,483 |
-6,882 |
-5.16% |
| Premier Path Wealth Partners LLC |
5,935 |
5,633 |
-302 |
-5.09% |
| Walkner Condon Financial Advisors LLC |
747 |
709 |
-38 |
-5.09% |
| Addenda Capital Inc. |
26,234 |
24,903 |
-1,331 |
-5.07% |
| West Bancorporation Inc. |
646 |
614 |
-32 |
-4.95% |
| Baillie Gifford & Co. |
76,759 |
72,956 |
-3,803 |
-4.95% |
| Altus Wealth Group LLC |
983 |
935 |
-48 |
-4.88% |
| M&R Capital Management Inc. |
6,452 |
6,140 |
-312 |
-4.84% |
| Massmutual Trust Co. FSB ADV |
50,695 |
48,249 |
-2,446 |
-4.82% |
| Financial Advocates Investment Management |
4,859 |
4,627 |
-232 |
-4.77% |
| IVC Wealth Advisors LLC |
1,960 |
1,868 |
-92 |
-4.69% |
| North Ridge Wealth Advisors Inc. |
2,274 |
2,169 |
-105 |
-4.62% |
| SYSTM Wealth Solutions LLC |
18,566 |
17,717 |
-849 |
-4.57% |
| Valeo Financial Advisors LLC |
14,476 |
13,818 |
-658 |
-4.55% |
| Hengehold Capital Management LLC |
1,032 |
985 |
-47 |
-4.55% |
| Echo45 Advisors LLC |
885 |
845 |
-40 |
-4.52% |
| Baldwin Brothers Inc. MA |
2,801 |
2,675 |
-126 |
-4.50% |
| HTLF Bank |
2,435 |
2,327 |
-108 |
-4.44% |
| Marotta Asset Management |
1,530 |
1,462 |
-68 |
-4.44% |
| Raymond James & Associates |
1,837,173 |
1,755,790 |
-81,383 |
-4.43% |
| Columbus Macro LLC |
1,539 |
1,471 |
-68 |
-4.42% |
| Opal Wealth Advisors LLC |
4,081 |
3,902 |
-179 |
-4.39% |
| Fifth Third Bancorp |
508,385 |
486,132 |
-22,253 |
-4.38% |
| Valtinson Bruner Financial Planning LLC |
2,025 |
1,937 |
-88 |
-4.35% |
| Westover Capital Advisors LLC |
7,573 |
7,249 |
-324 |
-4.28% |
| Capital Market Strategies LLC |
2,491 |
2,385 |
-106 |
-4.26% |
| Cedar Brook Financial Partners LLC |
3,336 |
3,195 |
-141 |
-4.23% |
| Barrett & Company Inc. |
1,064 |
1,019 |
-45 |
-4.23% |
| Cyndeo Wealth Partners LLC |
24,895 |
23,844 |
-1,051 |
-4.22% |
| Constitution Capital LLC |
9,155 |
8,769 |
-386 |
-4.22% |
| Field & Main Bank |
13,130 |
12,579 |
-551 |
-4.20% |
| Essex Financial Services Inc. |
11,633 |
11,145 |
-488 |
-4.19% |
| Redwood Financial Network Corp |
719 |
689 |
-30 |
-4.17% |
| Spirit of America Management Corp NY |
2,450 |
2,350 |
-100 |
-4.08% |
| Hartford Investment Management Co. |
62,279 |
59,765 |
-2,514 |
-4.04% |
| Patton Albertson Miller Group LLC |
3,041 |
2,919 |
-122 |
-4.01% |
| Weatherly Asset Management L. P. |
13,625 |
13,079 |
-546 |
-4.01% |
| Connable Office Inc. |
10,924 |
10,486 |
-438 |
-4.01% |
| Wallace Advisory Group LLC |
2,874 |
2,759 |
-115 |
-4.00% |
| Raub Brock Capital Management LP |
34,345 |
32,971 |
-1,374 |
-4.00% |
| Howland Capital Management LLC |
1,255 |
1,205 |
-50 |
-3.98% |
| Buttonwood Financial Advisors Inc. |
2,219 |
2,132 |
-87 |
-3.92% |
| River Road Asset Management LLC |
72,708 |
69,908 |
-2,800 |
-3.85% |
| Asset Management One Co. Ltd. |
496,705 |
477,563 |
-19,142 |
-3.85% |
| Amplius Wealth Advisors LLC |
993 |
955 |
-38 |
-3.83% |
| Michael S. Ryan Inc. |
866 |
833 |
-33 |
-3.81% |
| Mather Group LLC. |
5,193 |
4,995 |
-198 |
-3.81% |
| DGS Capital Management LLC |
2,726 |
2,623 |
-103 |
-3.78% |
| Louisiana State Employees Retirement System |
55,900 |
53,800 |
-2,100 |
-3.76% |
| Haverford Financial Services Inc. |
26,565 |
25,565 |
-1,000 |
-3.76% |
| New World Advisors LLC |
747 |
719 |
-28 |
-3.75% |
| California Public Employees Retirement System |
3,090,986 |
2,975,046 |
-115,940 |
-3.75% |
| Riverbridge Partners LLC |
163,754 |
157,645 |
-6,109 |
-3.73% |
| Unionview LLC |
1,076 |
1,036 |
-40 |
-3.72% |
| Enterprise Bank & Trust Co |
9,301 |
8,955 |
-346 |
-3.72% |
| New Mexico Educational Retirement Board |
48,420 |
46,620 |
-1,800 |
-3.72% |
| PFW Advisors LLC |
3,357 |
3,233 |
-124 |
-3.69% |
| Sowell Financial Services LLC |
13,429 |
12,934 |
-495 |
-3.69% |
| Cora Capital Advisors LLC |
462 |
445 |
-17 |
-3.68% |
| Private Trust Co. NA |
11,680 |
11,258 |
-422 |
-3.61% |
| Sage Mountain Advisors LLC |
3,922 |
3,781 |
-141 |
-3.60% |
| Bank of New York Mellon Corp |
8,296,996 |
8,004,068 |
-292,928 |
-3.53% |
| Patten Group Inc. |
5,737 |
5,542 |
-195 |
-3.40% |
| Greenfield Savings Bank |
6,434 |
6,216 |
-218 |
-3.39% |
| Jessup Wealth Management Inc |
6,619 |
6,396 |
-223 |
-3.37% |
| Vista Capital Partners Inc. |
628 |
607 |
-21 |
-3.34% |
| Means Investment CO. Inc. |
5,540 |
5,356 |
-184 |
-3.32% |
| DeDora Capital Inc. |
9,027 |
8,728 |
-299 |
-3.31% |
| Wealthcare Capital Management LLC |
605 |
585 |
-20 |
-3.31% |
| Westbourne Investment Advisors Inc. |
3,296 |
3,188 |
-108 |
-3.28% |
| My Personal CFO LLC |
1,965 |
1,901 |
-64 |
-3.26% |
| Renaissance Investment Group LLC |
1,076 |
1,041 |
-35 |
-3.25% |
| Atlantic Union Bankshares Corp |
18,901 |
18,287 |
-614 |
-3.25% |
| Activest Wealth Management |
217 |
210 |
-7 |
-3.23% |
| GSB Wealth Management LLC |
527 |
510 |
-17 |
-3.23% |
| Compass Ion Advisors LLC |
588 |
569 |
-19 |
-3.23% |
| MCF Advisors LLC |
2,582 |
2,499 |
-83 |
-3.21% |
| Checchi Capital Advisers LLC |
15,596 |
15,099 |
-497 |
-3.19% |
| Founders Capital Management |
377 |
365 |
-12 |
-3.18% |
| Benjamin F. Edwards & Company Inc. |
38,486 |
37,261 |
-1,225 |
-3.18% |
| Catalyst Financial Partners LLC |
4,071 |
3,943 |
-128 |
-3.14% |
| Swisher Financial Concepts Inc. |
705 |
683 |
-22 |
-3.12% |
| Pinnacle Associates Ltd. |
40,550 |
39,283 |
-1,267 |
-3.12% |
| Byrne Asset Management LLC |
867 |
840 |
-27 |
-3.11% |
| Alpine Woods Capital Investors LLC |
810 |
785 |
-25 |
-3.09% |
| Bond & Devick Financial Network Inc. |
9,352 |
9,064 |
-288 |
-3.08% |
| First Financial Bank Trust Division |
2,920 |
2,830 |
-90 |
-3.08% |
| Successful Portfolios LLC |
1,214 |
1,177 |
-37 |
-3.05% |
| Empire Life Investments Inc. |
15,696 |
15,217 |
-479 |
-3.05% |
| Norwood Financial Corp |
132 |
128 |
-4 |
-3.03% |
| Bank Hapoalim BM |
4,610 |
4,471 |
-139 |
-3.02% |
| Adell Harriman & Carpenter Inc. |
33,273 |
32,289 |
-984 |
-2.96% |
| BCS Wealth Management |
1,050 |
1,019 |
-31 |
-2.95% |
| New York State Teachers Retirement System |
951,055 |
923,080 |
-27,975 |
-2.94% |
| Defined Wealth Management LLC |
3,416 |
3,317 |
-99 |
-2.90% |
| Coastline Trust Co |
15,607 |
15,156 |
-451 |
-2.89% |
| Mutual of America Capital Management LLC |
129,784 |
126,045 |
-3,739 |
-2.88% |
| Eagle Wealth Strategies LLC |
1,368 |
1,329 |
-39 |
-2.85% |
| Capasso Planning Partners LLC |
437 |
425 |
-12 |
-2.75% |
| Smithbridge Asset Management Inc. DE |
23,295 |
22,660 |
-635 |
-2.73% |
| Putnam FL Investment Management Co. |
77,342 |
75,264 |
-2,078 |
-2.69% |
| Cubic Asset Management LLC |
12,205 |
11,883 |
-322 |
-2.64% |
| Schwarz Dygos Wheeler Investment Advisors LLC |
13,457 |
13,106 |
-351 |
-2.61% |
| Lindbrook Capital LLC |
14,059 |
13,694 |
-365 |
-2.60% |
| Patron Partners Advisors LLC |
2,009 |
1,957 |
-52 |
-2.59% |
| Bill Few Associates Inc. |
1,046 |
1,019 |
-27 |
-2.58% |
| Patrick M Sweeney & Associates Inc. |
1,948 |
1,898 |
-50 |
-2.57% |
| Dakota Community Bank & Trust NA |
352 |
343 |
-9 |
-2.56% |
| Horizon Financial Services LLC |
864 |
842 |
-22 |
-2.55% |
| Vivid Wealth Management LLC |
1,464 |
1,427 |
-37 |
-2.53% |
| Hyperion Partners LLC |
1,107 |
1,079 |
-28 |
-2.53% |
| Neville Rodie & Shaw Inc. |
32,587 |
31,763 |
-824 |
-2.53% |
| MV Capital Management Inc. |
1,751 |
1,707 |
-44 |
-2.51% |
| Oliver Luxxe Assets LLC |
520 |
507 |
-13 |
-2.50% |
| Foster & Motley Inc. |
6,514 |
6,353 |
-161 |
-2.47% |
| Avenue 1 Advisors LLC |
812 |
792 |
-20 |
-2.46% |
| Sitrin Capital Management LLC |
7,855 |
7,663 |
-192 |
-2.44% |
| First National Trust Co |
44,194 |
43,143 |
-1,051 |
-2.38% |
| IMZ Advisory Inc |
632 |
617 |
-15 |
-2.37% |
| AdvisorNet Financial Inc |
6,111 |
5,967 |
-144 |
-2.36% |
| Lane & Associates LLC |
469 |
458 |
-11 |
-2.35% |
| Sigma Investment Counselors Inc. |
15,492 |
15,128 |
-364 |
-2.35% |
| Tandem Investment Advisors Inc. |
1,567 |
1,531 |
-36 |
-2.30% |
| Albion Financial Group UT |
36,522 |
35,688 |
-834 |
-2.28% |
| Kaydan Wealth Management Inc. |
836 |
817 |
-19 |
-2.27% |
| Cottage Street Advisors LLC |
5,179 |
5,062 |
-117 |
-2.26% |
| Fiera Capital Corp |
2,036,019 |
1,990,278 |
-45,741 |
-2.25% |
| Yousif Capital Management LLC |
113,469 |
110,928 |
-2,541 |
-2.24% |
| Heritage Wealth Management LLC |
3,039 |
2,971 |
-68 |
-2.24% |
| KRS Capital Management LLC |
2,564 |
2,507 |
-57 |
-2.22% |
| Townsend & Associates Inc |
3,874 |
3,788 |
-86 |
-2.22% |
| Sunburst Financial Group LLC |
1,882 |
1,841 |
-41 |
-2.18% |
| Janney Montgomery Scott LLC |
329,961 |
322,771 |
-7,190 |
-2.18% |
| Leavell Investment Management Inc. |
22,632 |
22,140 |
-492 |
-2.17% |
| Stolper Co |
16,670 |
16,315 |
-355 |
-2.13% |
| Raymond James Trust N.A. |
67,553 |
66,121 |
-1,432 |
-2.12% |
| Verdence Capital Advisors LLC |
16,941 |
16,584 |
-357 |
-2.11% |
| First Horizon Advisors Inc. |
6,585 |
6,446 |
-139 |
-2.11% |
| Krueger & Catalano Capital Partners LLC |
4,469 |
4,376 |
-93 |
-2.08% |
| Salvus Wealth Management LLC |
922 |
903 |
-19 |
-2.06% |
| Everett Harris & Co. CA |
2,573 |
2,520 |
-53 |
-2.06% |
| Fairhaven Wealth Management LLC |
10,136 |
9,934 |
-202 |
-1.99% |
| Seelaus Asset Management LLC |
1,012 |
992 |
-20 |
-1.98% |
| WoodTrust Financial Corp |
21,728 |
21,302 |
-426 |
-1.96% |
| PSI Advisors LLC |
259 |
254 |
-5 |
-1.93% |
| Gilbert & Cook Inc. |
469 |
460 |
-9 |
-1.92% |
| Liberty Capital Management Inc. |
14,162 |
13,890 |
-272 |
-1.92% |
| Nicholas Hoffman & Company LLC. |
2,514 |
2,466 |
-48 |
-1.91% |
| Navalign LLC |
1,111 |
1,090 |
-21 |
-1.89% |
| Lincoln Capital Corp |
18,052 |
17,711 |
-341 |
-1.89% |
| Braun Stacey Associates Inc. |
42,249 |
41,452 |
-797 |
-1.89% |
| Forbes J M & Co. LLP |
18,797 |
18,444 |
-353 |
-1.88% |
| Martin Capital Partners LLC |
9,340 |
9,166 |
-174 |
-1.86% |
| First Community Trust NA |
326 |
320 |
-6 |
-1.84% |
| Citizens Business Bank |
8,835 |
8,673 |
-162 |
-1.83% |
| Ulland Investment Advisors LLC |
13,249 |
13,006 |
-243 |
-1.83% |
| Adirondack Trust Co. |
2,626 |
2,578 |
-48 |
-1.83% |
| Piscataqua Savings Bank |
7,327 |
7,195 |
-132 |
-1.80% |
| Ausdal Financial Partners Inc. |
1,690 |
1,660 |
-30 |
-1.78% |
| Moisand Fitzgerald Tamayo LLC |
228 |
224 |
-4 |
-1.75% |
| Nisa Investment Advisors LLC |
287,797 |
282,881 |
-4,916 |
-1.71% |
| Trust Co. of Virginia VA |
44,018 |
43,280 |
-738 |
-1.68% |
| Principal Financial Group Inc. |
1,623,579 |
1,596,341 |
-27,238 |
-1.68% |
| Exchange Bank |
734 |
722 |
-12 |
-1.63% |
| Curbstone Financial Management Corp |
1,226 |
1,206 |
-20 |
-1.63% |
| City Holding Co. |
11,722 |
11,533 |
-189 |
-1.61% |
| BSW Wealth Partners |
2,006 |
1,974 |
-32 |
-1.60% |
| Opinicus Capital Inc. |
2,203 |
2,168 |
-35 |
-1.59% |
| Crumly & Associates Inc. |
630 |
620 |
-10 |
-1.59% |
| Cox Capital Mgt LLC |
7,570 |
7,450 |
-120 |
-1.59% |
| US Asset Management LLC |
3,867 |
3,806 |
-61 |
-1.58% |
| Financial Management Professionals Inc. |
1,341 |
1,320 |
-21 |
-1.57% |
| Quantum Financial Advisors LLC |
1,546 |
1,522 |
-24 |
-1.55% |
| Strategic Investment Advisors MI |
3,677 |
3,620 |
-57 |
-1.55% |
| Kwmg LLC |
516 |
508 |
-8 |
-1.55% |
| Bridges Investment Management Inc. |
108,509 |
106,830 |
-1,679 |
-1.55% |
| Heirloom Wealth Management |
10,500 |
10,343 |
-157 |
-1.50% |
| Pictet North America Advisors SA |
35,269 |
34,743 |
-526 |
-1.49% |
| Nikulski Financial Inc. |
11,549 |
11,382 |
-167 |
-1.45% |
| Capital Advisors Ltd. LLC |
1,722 |
1,697 |
-25 |
-1.45% |
| Meritas Wealth Management LLC |
419 |
413 |
-6 |
-1.43% |
| Paces Ferry Wealth Advisors LLC |
561 |
553 |
-8 |
-1.43% |
| NBC Securities Inc. |
11,920 |
11,750 |
-170 |
-1.43% |
| Chevy Chase Trust Holdings Inc. |
708,903 |
698,807 |
-10,096 |
-1.42% |
| Tlwm |
2,695 |
2,657 |
-38 |
-1.41% |
| Venturi Wealth Management LLC |
25,416 |
25,059 |
-357 |
-1.40% |
| Camden National Bank |
1,684 |
1,661 |
-23 |
-1.37% |
| WD Rutherford LLC |
2,215 |
2,185 |
-30 |
-1.35% |
| Evolution Advisers Inc. |
76 |
75 |
-1 |
-1.32% |
| NBT Bank N A NY |
20,958 |
20,685 |
-273 |
-1.30% |
| Berkshire Bank |
6,807 |
6,721 |
-86 |
-1.26% |
| Revolve Wealth Partners LLC |
4,133 |
4,081 |
-52 |
-1.26% |
| Private Capital Advisors Inc. |
39,947 |
39,442 |
-505 |
-1.26% |
| Birch Capital Management LLC |
7,158 |
7,069 |
-89 |
-1.24% |
| Thomasville National Bank |
1,292 |
1,276 |
-16 |
-1.24% |
| Liberty Wealth Management LLC |
893 |
882 |
-11 |
-1.23% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
4,190 |
4,139 |
-51 |
-1.22% |
| Palmer Knight Co |
997 |
985 |
-12 |
-1.20% |
| Jacobsen Capital Management |
1,612 |
1,593 |
-19 |
-1.18% |
| Ballentine Partners LLC |
19,732 |
19,503 |
-229 |
-1.16% |
| Asset Planning Services Inc. LA ADV |
12,910 |
12,760 |
-150 |
-1.16% |
| Pavion Blue Capital LLC |
524 |
518 |
-6 |
-1.15% |
| LexAurum Advisors LLC |
9,785 |
9,673 |
-112 |
-1.14% |
| Chesley Taft & Associates LLC |
58,464 |
57,799 |
-665 |
-1.14% |
| Verum Partners LLC |
1,555 |
1,538 |
-17 |
-1.09% |
| WASHINGTON TRUST Co |
1,465 |
1,449 |
-16 |
-1.09% |
| VeraBank N.A. |
1,403 |
1,388 |
-15 |
-1.07% |
| Pinnacle Wealth Management Advisory Group LLC |
7,785 |
7,702 |
-83 |
-1.07% |
| McGlone Suttner Wealth Management Inc. |
1,245 |
1,232 |
-13 |
-1.04% |
| Winthrop Advisory Group LLC |
1,262 |
1,249 |
-13 |
-1.03% |
| Apollon Wealth Management LLC |
32,756 |
32,429 |
-327 |
-1.00% |
| Fulton Breakefield Broenniman LLC |
64,282 |
63,636 |
-646 |
-1.00% |
| Mosley Wealth Management |
907 |
898 |
-9 |
-0.99% |
| Fulton Bank N.A. |
13,162 |
13,032 |
-130 |
-0.99% |
| CJM Wealth Advisers Ltd. |
610 |
604 |
-6 |
-0.98% |
| TFC Financial Management |
417 |
413 |
-4 |
-0.96% |
| SlateStone Wealth LLC |
12,465 |
12,346 |
-119 |
-0.95% |
| Acropolis Investment Management LLC |
11,117 |
11,014 |
-103 |
-0.93% |
| Nicollet Investment Management Inc. |
8,521 |
8,443 |
-78 |
-0.92% |
| Oakwell Private Wealth Management LLC |
556 |
551 |
-5 |
-0.90% |
| Albert D Mason Inc. |
898 |
890 |
-8 |
-0.89% |
| Midwest Financial Group LLC |
1,254 |
1,243 |
-11 |
-0.88% |
| MONECO Advisors LLC |
8,698 |
8,622 |
-76 |
-0.87% |
| Buffington Mohr McNeal |
1,769 |
1,754 |
-15 |
-0.85% |
| Sapient Capital LLC |
182,022 |
180,504 |
-1,518 |
-0.83% |
| Commonwealth Equity Services LLC |
311,911 |
309,329 |
-2,582 |
-0.83% |
| Cigna Investments Inc. New |
9,915 |
9,834 |
-81 |
-0.82% |
| Carson Advisory Inc. |
1,404 |
1,393 |
-11 |
-0.78% |
| Trust Co. of Toledo NA OH |
5,216 |
5,176 |
-40 |
-0.77% |
| Bensler LLC |
7,313 |
7,259 |
-54 |
-0.74% |
| Five Oceans Advisors |
2,180 |
2,164 |
-16 |
-0.73% |
| Welch & Forbes LLC |
4,769 |
4,734 |
-35 |
-0.73% |
| Country Trust Bank |
416 |
413 |
-3 |
-0.72% |
| Ferguson Wellman Capital Management Inc. |
147,600 |
146,552 |
-1,048 |
-0.71% |
| Blue Chip Partners Inc. |
51,569 |
51,210 |
-359 |
-0.70% |
| Naples Money Management LLC |
288 |
286 |
-2 |
-0.69% |
| Ballast Advisors LLC |
1,449 |
1,439 |
-10 |
-0.69% |
| Avitas Wealth Management LLC |
17,151 |
17,032 |
-119 |
-0.69% |
| CAPROCK Group Inc. |
14,256 |
14,158 |
-98 |
-0.69% |
| Garrison Bradford & Associates Inc. |
42,799 |
42,504 |
-295 |
-0.69% |
| Wright Investors Service Inc. |
15,483 |
15,377 |
-106 |
-0.68% |
| Marshall & Sullivan Inc. WA |
12,460 |
12,376 |
-84 |
-0.67% |
| Arden Trust Co |
10,469 |
10,400 |
-69 |
-0.66% |
| Stephenson & Company Inc. |
633 |
629 |
-4 |
-0.63% |
| Evexia Wealth LLC |
18,845 |
18,731 |
-114 |
-0.60% |
| Family Legacy Inc. |
7,800 |
7,753 |
-47 |
-0.60% |
| OLD National Bancorp IN |
53,191 |
52,879 |
-312 |
-0.59% |
| Jmac Enterprises LLC |
864 |
859 |
-5 |
-0.58% |
| Proffitt & Goodson Inc. |
1,554 |
1,545 |
-9 |
-0.58% |
| REDW Wealth LLC |
884 |
879 |
-5 |
-0.57% |
| RWM Asset Management LLC |
722 |
718 |
-4 |
-0.55% |
| Nations Financial Group Inc. IA ADV |
11,403 |
11,345 |
-58 |
-0.51% |
| Olistico Wealth LLC |
618 |
615 |
-3 |
-0.49% |
| Alhambra Investment Partners LLC |
1,049 |
1,044 |
-5 |
-0.48% |
| Hanson & Doremus Investment Management |
416 |
414 |
-2 |
-0.48% |
| Arcataur Capital Management LLC |
1,110 |
1,105 |
-5 |
-0.45% |
| Eagle Ridge Investment Management |
68,587 |
68,281 |
-306 |
-0.45% |
| Matisse Capital |
934 |
930 |
-4 |
-0.43% |
| Courier Capital LLC |
4,205 |
4,187 |
-18 |
-0.43% |
| Tower View Investment Management & Research LLC |
9,516 |
9,476 |
-40 |
-0.42% |
| Axiom Financial Strategies LLC |
492 |
490 |
-2 |
-0.41% |
| Campbell Newman Asset Management Inc. |
60,487 |
60,245 |
-242 |
-0.40% |
| Citizens National Bank Trust Department |
18,034 |
17,964 |
-70 |
-0.39% |
| CENTRAL TRUST Co |
72,395 |
72,113 |
-282 |
-0.39% |
| Alta Wealth Advisors LLC |
3,396 |
3,383 |
-13 |
-0.38% |
| SignalPoint Asset Management LLC |
1,059 |
1,055 |
-4 |
-0.38% |
| Foster Victor Wealth Advisors LLC |
815 |
812 |
-3 |
-0.37% |
| IFM Investors Pty Ltd |
189,641 |
188,931 |
-710 |
-0.37% |
| Connecticut Wealth Management LLC |
12,309 |
12,265 |
-44 |
-0.36% |
| Fragasso Group Inc. |
15,996 |
15,939 |
-57 |
-0.36% |
| Guyasuta Investment Advisors Inc. |
51,920 |
51,735 |
-185 |
-0.36% |
| Westhampton Capital LLC |
3,054 |
3,044 |
-10 |
-0.33% |
| Farmers & Merchants Investments Inc. |
63,729 |
63,526 |
-203 |
-0.32% |
| Kinneret Advisory LLC |
11,975 |
11,938 |
-37 |
-0.31% |
| Jeppson Wealth Management LLC |
1,743 |
1,738 |
-5 |
-0.29% |
| Daymark Wealth Partners LLC |
117,852 |
117,524 |
-328 |
-0.28% |
| West Coast Financial LLC |
22,563 |
22,499 |
-64 |
-0.28% |
| MeadowBrook Investment Advisors LLC |
4,956 |
4,942 |
-14 |
-0.28% |
| Wolff Wiese Magana LLC |
368 |
367 |
-1 |
-0.27% |
| Aries Wealth Management |
3,984 |
3,974 |
-10 |
-0.25% |
| Oakworth Capital Inc. |
3,646 |
3,637 |
-9 |
-0.25% |
| Accel Wealth Management |
415 |
414 |
-1 |
-0.24% |
| Wallington Asset Management LLC |
35,471 |
35,388 |
-83 |
-0.23% |
| ST Germain D J Co. Inc. |
20,841 |
20,794 |
-47 |
-0.23% |
| Great Waters Wealth Management |
18,676 |
18,634 |
-42 |
-0.22% |
| Insight Folios Inc |
924 |
922 |
-2 |
-0.22% |
| Ellis Investment Partners LLC |
2,768 |
2,762 |
-6 |
-0.22% |
| Davy Global Fund Management Ltd |
15,344 |
15,311 |
-33 |
-0.22% |
| Moser Wealth Advisors LLC |
4,940 |
4,930 |
-10 |
-0.20% |
| Advanced Asset Management Advisors Inc |
19,740 |
19,700 |
-40 |
-0.20% |
| Sentry LLC |
526 |
525 |
-1 |
-0.19% |
| 9258 Wealth Management LLC |
4,273 |
4,265 |
-8 |
-0.19% |
| Summit Wealth Group LLC |
1,772 |
1,769 |
-3 |
-0.17% |
| Pinnacle West Asset Management Inc. |
7,085 |
7,075 |
-10 |
-0.14% |
| Strong Tower Advisory Services |
20,253 |
20,225 |
-28 |
-0.14% |
| AHL Investment Management Inc. |
4,042 |
4,037 |
-5 |
-0.12% |
| Sumitomo Mitsui Trust Holdings Inc. |
2,724,270 |
2,721,379 |
-2,891 |
-0.11% |
| Accurate Wealth Management LLC |
7,086 |
7,079 |
-7 |
-0.10% |
| KMG Fiduciary Partners LLC |
14,387 |
14,372 |
-15 |
-0.10% |
| Legacy Bridge LLC |
2,960 |
2,957 |
-3 |
-0.10% |
| PrairieView Partners LLC |
1,155 |
1,154 |
-1 |
-0.09% |
| Abner Herrman & Brock LLC |
24,292 |
24,271 |
-21 |
-0.09% |
| Pegasus Partners Ltd. |
11,472 |
11,464 |
-8 |
-0.07% |
| Mitchell & Pahl Private Wealth LLC |
8,218 |
8,213 |
-5 |
-0.06% |
| Brendel Financial Advisors LLC |
3,170 |
3,168 |
-2 |
-0.06% |
| Stillwater Capital Advisors LLC |
35,820 |
35,800 |
-20 |
-0.06% |
| New Hampshire Trust |
8,144 |
8,140 |
-4 |
-0.05% |
| Bray Capital Advisors |
9,611 |
9,606 |
-5 |
-0.05% |
| Breakwater Capital Group |
2,447 |
2,446 |
-1 |
-0.04% |
| Bristlecone Advisors LLC |
11,755 |
11,751 |
-4 |
-0.03% |
| Mitchell Mcleod Pugh & Williams Inc. |
8,583 |
8,581 |
-2 |
-0.02% |
| 13F Filers Exiting UNH |
|---|
| American Capital Advisory LLC |
201 |
0 |
-201 |
-100.00% |
| Apollon Financial LLC |
485 |
0 |
-485 |
-100.00% |
| Hara Capital LLC |
447 |
0 |
-447 |
-100.00% |
| VCI Wealth Management LLC |
1,843 |
0 |
-1,843 |
-100.00% |
| Capital Management Associates Inc |
432 |
0 |
-432 |
-100.00% |
| Integrity Wealth Solutions LLC |
395 |
0 |
-395 |
-100.00% |
| Twin Peaks Wealth Advisors LLC |
437 |
0 |
-437 |
-100.00% |
| Power Wealth Management LLC |
385 |
0 |
-385 |
-100.00% |
| Acorn Creek Capital LLC |
624 |
0 |
-624 |
-100.00% |
| Sterling Financial Group Inc. |
387 |
0 |
-387 |
-100.00% |
| LongView Wealth Management |
466 |
0 |
-466 |
-100.00% |
| Buck Wealth Strategies LLC |
12,251 |
0 |
-12,251 |
-100.00% |
| Oak Hill Wealth Advisors LLC |
2,737 |
0 |
-2,737 |
-100.00% |
| Tilson Financial Group Inc. |
390 |
0 |
-390 |
-100.00% |
| Davis Investment Partners LLC |
594 |
0 |
-594 |
-100.00% |
| Rooted Wealth Advisors Inc. |
449 |
0 |
-449 |
-100.00% |
| Fortune Financial Advisors LLC |
386 |
0 |
-386 |
-100.00% |
| Guidance Capital Inc. |
1,681 |
0 |
-1,681 |
-100.00% |
| Retireful LLC |
2,292 |
0 |
-2,292 |
-100.00% |
| Richelieu Gestion PLC |
49 |
0 |
-49 |
-100.00% |
| Granite Bay Wealth Management LLC |
6,300 |
0 |
-6,300 |
-100.00% |
| HFG Advisors Inc. |
405 |
0 |
-405 |
-100.00% |
| Life Planning Partners Inc |
23 |
0 |
-23 |
-100.00% |
| Morton Brown Family Wealth LLC |
3 |
0 |
-3 |
-100.00% |
| Perfromance Wealth Partners LLC |
8,203 |
0 |
-8,203 |
-100.00% |
| Connective Portfolio Management LLC |
2,000 |
0 |
-2,000 |
-100.00% |
| Pine Haven Investment Counsel Inc |
380 |
0 |
-380 |
-100.00% |
| Independent Wealth Network Inc. |
455 |
0 |
-455 |
-100.00% |
| Level Financial Advisors Inc. |
121 |
0 |
-121 |
-100.00% |
| C2C Wealth Management LLC |
500 |
0 |
-500 |
-100.00% |
| WealthTrust Asset Management LLC |
2,009 |
0 |
-2,009 |
-100.00% |
| Keystone Wealth Services LLC |
387 |
0 |
-387 |
-100.00% |
| Caerus Investment Advisors LLC |
808 |
0 |
-808 |
-100.00% |
| Sterling Group Wealth Management LLC |
854 |
0 |
-854 |
-100.00% |
| Harbor Group Inc. |
401 |
0 |
-401 |
-100.00% |
| Tennessee Valley Asset Management Partners |
300 |
0 |
-300 |
-100.00% |
| Trinity Financial Advisors LLC |
548 |
0 |
-548 |
-100.00% |
| MADDEN SECURITIES Corp |
728 |
0 |
-728 |
-100.00% |
| Gunderson Capital Management Inc. |
12,532 |
0 |
-12,532 |
-100.00% |
| Monticello Wealth Management LLC |
675 |
0 |
-675 |
-100.00% |
| O Keefe Stevens Advisory Inc. |
400 |
0 |
-400 |
-100.00% |
| Inscription Capital LLC |
5,320 |
0 |
-5,320 |
-100.00% |
| Evolution Wealth Advisors LLC |
386 |
0 |
-386 |
-100.00% |
| LFA Lugano Financial Advisors SA |
67 |
0 |
-67 |
-100.00% |
| Triumph Capital Management |
527 |
0 |
-527 |
-100.00% |
| Aua Capital Management LLC |
445 |
0 |
-445 |
-100.00% |
| BlueSky Wealth Advisors LLC |
731 |
0 |
-731 |
-100.00% |
| Meridian Wealth Management LLC |
29,003 |
0 |
-29,003 |
-100.00% |
| Benson Investment Management Company Inc. |
8,789 |
0 |
-8,789 |
-100.00% |
| Alpha Omega Wealth Management LLC |
453 |
0 |
-453 |
-100.00% |
| Fort Pitt Capital Group LLC |
888 |
0 |
-888 |
-100.00% |
| Terra Nova Asset Management LLC |
876 |
0 |
-876 |
-100.00% |
| Glassman Wealth Services |
4,399 |
0 |
-4,399 |
-100.00% |
| Covea Finance |
43,400 |
0 |
-43,400 |
-100.00% |
| Wealthstar Advisors LLC |
399 |
0 |
-399 |
-100.00% |
| Friedenthal Financial |
80 |
0 |
-80 |
-100.00% |
| Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. |
799 |
0 |
-799 |
-100.00% |
| Verity & Verity LLC |
609 |
0 |
-609 |
-100.00% |
| Main Street Research LLC |
797 |
0 |
-797 |
-100.00% |
| Green Alpha Advisors LLC |
630 |
0 |
-630 |
-100.00% |
| WBI Investments |
3,828 |
0 |
-3,828 |
-100.00% |
| Arlington Partners LLC |
294 |
0 |
-294 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
15,728 |
0 |
-15,728 |
-100.00% |
| Guardian Investment Management |
3,630 |
0 |
-3,630 |
-100.00% |
| Rational Advisors LLC |
2,199 |
0 |
-2,199 |
-100.00% |
| Jag Capital Management LLC |
1,509 |
0 |
-1,509 |
-100.00% |
| Amarillo National Bank |
1,742 |
0 |
-1,742 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
860 |
0 |
-860 |
-100.00% |
| Cabot Wealth Management Inc. |
385 |
0 |
-385 |
-100.00% |
| Compass Capital Management Inc. |
518 |
0 |
-518 |
-100.00% |
| Calton & Associates Inc. |
651 |
0 |
-651 |
-100.00% |
See Summary: Institutional Holders of UNH
See Details: Top 10 Hedge Funds Holding UNH
Also See: UNH Insider Buying
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