13F QoQ Ownership Changes
NFG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 94 new · 214 added · 307 reduced · 96 exited
New Positions(94)
Added To(214)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,831,364 | +46,240 | $707.0M | -$104.4M | 0.5% |
| Yaupon Capital Management LP | 1,105,979 | +927,873 | $88.5M | +$72.1M | 521.0% |
| FMR LLC | 803,584 | +660,819 | $64.3M | +$51.1M | 462.9% |
| STATE STREET CORP | 3,951,177 | +15,960 | $318.4M | -$47.2M | 0.4% |
| Aventail Capital Group, LP | 1,090,380 | +651,238 | $87.3M | +$46.7M | 148.3% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 849,107 | +801,654 | $50.4M | +$46.0M | 1689.4% |
| VICTORY CAPITAL MANAGEMENT INC | 1,260,532 | +546,337 | $100.9M | +$34.9M | 76.5% |
| NORGES BANK | 1,154,321 | +156,972 | $92.4M | +$32.0M | 15.7% |
| PRUDENTIAL FINANCIAL INC | 532,357 | +397,539 | $42.6M | +$30.2M | 294.9% |
| AMERIPRISE FINANCIAL INC | 706,294 | +357,139 | $56.6M | +$24.3M | 102.3% |
| GAMCO INVESTORS, INC. ET AL | 1,445,601 | +37,056 | $115.7M | -$14.4M | 2.6% |
| DIMENSIONAL FUND ADVISORS LP | 1,135,850 | +26,030 | $90.9M | -$11.6M | 2.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,816,217 | +121,099 | $145.4M | -$11.2M | 7.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 169,652 | +141,215 | $13.6M | +$11.0M | 496.6% |
| MORGAN STANLEY | 1,194,300 | +63,241 | $95.6M | -$8.9M | 5.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 139,606 | +107,922 | $11.2M | +$8.3M | 340.6% |
| Man Group plc | 150,964 | +104,818 | $12.1M | +$7.8M | 227.1% |
| Energy Income Partners, LLC | 2,561,069 | +267,653 | $205.0M | -$6.8M | 11.7% |
| WESTWOOD HOLDINGS GROUP INC | 366,629 | +117,597 | $29.4M | +$6.3M | 47.2% |
| Clark Capital Management Group, Inc. | 673,563 | +29,226 | $53.9M | -$5.6M | 4.5% |
| PANAGORA ASSET MANAGEMENT INC | 310,810 | +93,685 | $24.9M | +$4.8M | 43.1% |
| Royal Bank of Canada | 451,244 | +70,351 | $36.1M | +$4.7M | 18.5% |
| JPMORGAN CHASE & CO | 438,045 | +10,825 | $35.1M | -$4.4M | 2.5% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 321,220 | +1,900 | $25.7M | -$3.8M | 0.6% |
| CAPTRUST FINANCIAL ADVISORS | 58,965 | +41,657 | $4.7M | +$3.1M | 240.7% |
| Qube Research & Technologies Ltd | 624,630 | +50,440 | $50.0M | -$3.0M | 8.8% |
| Engineers Gate Manager LP | 100,889 | +42,339 | $8.1M | +$2.7M | 72.3% |
| NATIXIS | 32,324 | +32,253 | $2.6M | +$2.6M | 45426.8% |
| Squarepoint Ops LLC | 324,600 | +16,134 | $26.0M | -$2.5M | 5.2% |
| Invesco Ltd. | 1,258,605 | +141,553 | $100.8M | -$2.4M | 12.7% |
| Y-Intercept (Hong Kong) Ltd | 37,495 | +31,161 | $3.0M | +$2.4M | 492.0% |
| VALLEY WEALTH MANAGERS, INC. | 242,994 | +7,842 | $19.5M | -$2.3M | 3.3% |
| SEI INVESTMENTS CO | 333,052 | +20,661 | $26.7M | -$2.2M | 6.6% |
| California Public Employees Retirement System | 217,383 | +8,117 | $17.4M | -$1.9M | 3.9% |
| FIRST TRUST ADVISORS LP | 790,416 | +85,088 | $63.3M | -$1.9M | 12.1% |
| Bridgewater Associates, LP | 116,052 | +35,546 | $9.3M | +$1.9M | 44.1% |
| OPPENHEIMER & CO INC | 61,728 | +28,293 | $4.9M | +$1.9M | 84.6% |
| Swiss National Bank | 169,300 | +2,900 | $13.6M | -$1.8M | 1.7% |
| Magnetar Financial LLC | 37,476 | +24,491 | $3.0M | +$1.8M | 188.6% |
| Verition Fund Management LLC | 71,183 | +28,685 | $5.7M | +$1.8M | 67.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 52,570 | +25,127 | $4.2M | +$1.7M | 91.6% |
| Aptus Capital Advisors, LLC | 132,800 | +507 | $10.6M | -$1.6M | 0.4% |
| Voya Investment Management LLC | 167,964 | +6,176 | $13.4M | -$1.5M | 3.8% |
| Allianz Asset Management GmbH | 134,575 | +33,173 | $10.8M | +$1.4M | 32.7% |
| ENVESTNET ASSET MANAGEMENT INC | 245,909 | +17,787 | $19.7M | -$1.4M | 7.8% |
| ALLIANCEBERNSTEIN L.P. | 119,314 | +1,055 | $9.6M | -$1.4M | 0.9% |
| Nuveen, LLC | 147,526 | +5,114 | $11.8M | -$1.3M | 3.6% |
| AlphaQuest LLC | 42,962 | +19,469 | $3.4M | +$1.3M | 82.9% |
| ZACKS INVESTMENT MANAGEMENT | 103,301 | +864 | $8.3M | -$1.2M | 0.8% |
| Cardinal Capital Management | 100,376 | +601 | $8.1M | -$1.2M | 0.6% |
| Rockefeller Capital Management L.P. | 22,691 | +14,891 | $1.8M | +$1.1M | 190.9% |
| UBS Group AG | 255,510 | +22,569 | $20.5M | -$1.1M | 9.7% |
| IBEX WEALTH ADVISORS | 87,554 | +1,034 | $7.0M | -$982.4K | 1.2% |
| Allspring Global Investments Holdings, LLC | 315,753 | +24,988 | $25.9M | -$973.4K | 8.6% |
| LAZARD ASSET MANAGEMENT LLC | 57,259 | +17,977 | $4.6M | +$955.7K | 45.8% |
| Horizon Investments, LLC | 53,286 | +17,228 | $4.3M | +$935.4K | 47.8% |
| Elo Mutual Pension Insurance Co | 25,530 | +13,284 | $2.0M | +$912.8K | 108.5% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 313,791 | +32,591 | $25.1M | -$852.3K | 11.6% |
| CAXTON ASSOCIATES LLP | 12,923 | +10,352 | $1.0M | +$797.1K | 402.6% |
| Global Retirement Partners, LLC | 10,749 | +8,555 | $860.6K | +$657.9K | 389.9% |
| Bleakley Financial Group, LLC | 62,971 | +1,536 | $5.0M | -$633.2K | 2.5% |
| AMERICAN CENTURY COMPANIES INC | 54,763 | +710 | $4.4M | -$608.6K | 1.3% |
| Illinois Municipal Retirement Fund | 29,625 | +10,327 | $2.4M | +$589.2K | 53.5% |
| Prestige Wealth Management Group LLC | 10,200 | +8,500 | $739.3K | +$581.4K | 500.0% |
| Farther Finance Advisors, LLC | 18,329 | +8,377 | $1.5M | +$548.2K | 84.2% |
| denkapparat Operations GmbH | 13,082 | +7,266 | $1.0M | +$510.1K | 124.9% |
| Mariner, LLC | 46,047 | +698 | $3.7M | -$501.1K | 1.5% |
| NewEdge Advisors, LLC | 43,852 | +744 | $3.5M | -$471.0K | 1.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 54,194 | +12,238 | $4.3M | +$463.3K | 29.2% |
| Corient Private Wealth LLC | 40,395 | +27,915 | $1.6M | +$424.1K | 223.7% |
| Harvest Investment Services, LLC | 15,483 | +6,524 | $1.2M | +$412.0K | 72.8% |
| HighTower Advisors, LLC | 45,947 | +1,924 | $3.7M | -$388.0K | 4.4% |
| KLP KAPITALFORVALTNING AS | 46,800 | +2,100 | $3.8M | -$381.2K | 4.7% |
| Advisors Asset Management, Inc. | 61,317 | +4,153 | $4.9M | -$371.2K | 7.3% |
| Concurrent Investment Advisors, LLC | 10,744 | +5,113 | $860.1K | +$339.9K | 90.8% |
| Meiji Yasuda Asset Management Co Ltd. | 133,477 | +14,145 | $10.7M | -$336.5K | 11.8% |
| Old Port Advisors | 30,674 | +656 | $2.5M | -$317.0K | 2.2% |
| TWO SIGMA ADVISERS, LP | 29,400 | +500 | $2.4M | -$315.7K | 1.7% |
| Quantinno Capital Management LP | 94,543 | +9,307 | $7.6M | -$304.2K | 10.9% |
| BROWN ADVISORY INC | 6,639 | +4,139 | $531.5K | +$300.6K | 165.6% |
| FORTEM FINANCIAL GROUP, LLC | 25,168 | +381 | $2.0M | -$274.6K | 1.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,311 | +612 | $2.0M | -$255.0K | 2.5% |
| Sage Capital Advisors,llc | 20,194 | +23 | $1.6M | -$246.4K | 0.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 20,218 | +76 | $1.6M | -$241.9K | 0.4% |
| Summit Trail Advisors, LLC | 16,823 | +4,504 | $1.4M | +$215.7K | 36.6% |
| FRANKLIN RESOURCES INC | 243,215 | +30,081 | $19.5M | -$215.4K | 14.1% |
| Legacy Bridge, LLC | 17,927 | +132 | $1.4M | -$208.5K | 0.7% |
| CSS LLC/IL | 8,864 | +3,430 | $709.7K | +$207.7K | 63.1% |
| MML INVESTORS SERVICES, LLC | 29,467 | +6,173 | $2.4M | +$207.5K | 26.5% |
| SMITH, MOORE & CO. | 19,027 | +300 | $1.5M | -$206.5K | 1.6% |
| Linden Thomas Advisory Services, LLC | 19,765 | +465 | $1.6M | -$200.4K | 2.4% |
| LPL Financial LLC | 129,113 | +15,105 | $10.3M | -$194.2K | 13.2% |
| Kestra Advisory Services, LLC | 6,273 | +2,847 | $502.2K | +$185.8K | 83.1% |
| Independent Solutions Wealth Management, LLC | 14,845 | +4 | $1.2M | -$182.4K | 0.0% |
| &PARTNERS | 20,320 | +859 | $1.6M | -$170.8K | 4.4% |
| Aull & Monroe Investment Management Corp | 15,248 | +200 | $1.2M | -$169.2K | 1.3% |
| Pictet Asset Management Holding SA | 13,818 | +63 | $1.1M | -$164.3K | 0.5% |
| Lido Advisors, LLC | 14,768 | +1,915 | $1.3M | +$152.2K | 14.9% |
| CIBC Private Wealth Group LLC | 3,360 | +2,067 | $269.0K | +$149.6K | 159.9% |
| CASTLEARK MANAGEMENT LLC | 4,130 | +2,010 | $330.6K | +$134.8K | 94.8% |
| Family Management Corp | 5,174 | +2,049 | $414.2K | +$125.6K | 65.6% |
| State of New Jersey Common Pension Fund D | 26,520 | +2,177 | $2.1M | -$125.4K | 8.9% |
| CWA Asset Management Group, LLC | 16,762 | +878 | $1.3M | -$125.2K | 5.5% |
| Kendall Capital Management | 15,335 | +747 | $1.2M | -$119.8K | 5.1% |
| Wealthspire Advisors, LLC | 12,113 | +358 | $969.8K | -$116.0K | 3.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,582,782 | +1,372,742 | $126.7K | +$107.3K | 653.6% |
| Jump Financial, LLC | 6,212 | +1,982 | $497.3K | +$106.6K | 46.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 87,673 | +10,488 | $7.0M | -$97.6K | 13.6% |
| Crossmark Global Holdings, Inc. | 8,077 | +23 | $646.6K | -$97.3K | 0.3% |
| CHILDRESS CAPITAL ADVISORS, LLC | 5,389 | +1,733 | $431.4K | +$93.7K | 47.4% |
| TD Asset Management Inc | 17,200 | +3,300 | $1.4M | +$93.1K | 23.7% |
| Sequoia Financial Advisors, LLC | 7,497 | +66 | $600.2K | -$86.2K | 0.9% |
| TRUIST FINANCIAL CORP | 7,611 | +1,936 | $609.4K | +$85.2K | 34.1% |
| BNP PARIBAS FINANCIAL MARKETS | 27,018 | +2,697 | $2.2M | -$83.5K | 11.1% |
| COURIER CAPITAL LLC | 6,909 | +29 | $553.2K | -$82.3K | 0.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3,741 | +1,388 | $299.5K | +$82.2K | 59.0% |
| Steward Partners Investment Advisory, LLC | 11,281 | +2,338 | $903.1K | +$77.1K | 26.1% |
| FLORIDA FINANCIAL ADVISORS, LLC | 18,194 | +3,201 | $1.5M | +$69.3K | 21.3% |
| JOHNSON INVESTMENT COUNSEL INC | 5,983 | +50 | $479.0K | -$69.0K | 0.8% |
| VELA Investment Management, LLC | 25,806 | +2,692 | $2.1M | -$69.0K | 11.6% |
| PRINCIPAL SECURITIES, INC. | 11,184 | +2,161 | $895.4K | +$61.9K | 23.9% |
| Allegheny Financial Group | 5,116 | +30 | $409.6K | -$60.2K | 0.6% |
| Peak Retirement Planning, Inc. | 5,064 | +32 | $405.4K | -$59.4K | 0.6% |
| Coastal Bridge Advisors, LLC | 4,825 | +25 | $386.3K | -$57.1K | 0.5% |
| AE Wealth Management LLC | 5,629 | +150 | $450.9K | -$55.2K | 2.7% |
| XTX Topco Ltd | 9,210 | +1,794 | $737.4K | +$52.3K | 24.2% |
| BENJAMIN EDWARDS INC | 4,429 | +33 | $354.5K | -$51.5K | 0.8% |
| CENTRAL TRUST Co | 5,213 | +1,212 | $417.4K | +$47.8K | 30.3% |
| Measured Wealth Private Client Group, LLC | 12,954 | +2,194 | $1.0M | +$43.2K | 20.4% |
| AlphaCore Capital LLC | 6,417 | +1,316 | $513.7K | +$39.6K | 25.8% |
| Silver Coast Investments LLC | 3,780 | +92 | $302.6K | -$38.0K | 2.5% |
| DAVENPORT & Co LLC | 3,129 | +7 | $250.5K | -$37.9K | 0.2% |
| Fifth Third Wealth Advisors LLC | 2,980 | +8 | $238.6K | -$35.9K | 0.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 2,947 | +11 | $235.9K | -$35.3K | 0.4% |
| GREENLEAF TRUST | 2,928 | +10 | $234.4K | -$35.1K | 0.3% |
| Optas, LLC | 3,075 | +35 | $246.2K | -$34.6K | 1.1% |
| NEW WAVE WEALTH ADVISORS LLC | 4,093 | +176 | $329.8K | -$34.0K | 4.5% |
| Apollon Wealth Management, LLC | 2,895 | +20 | $231.8K | -$33.8K | 0.7% |
| Diversified Enterprises, LLC | 3,309 | +81 | $264.9K | -$33.3K | 2.5% |
| Optimize Financial Inc | 2,960 | +40 | $237.0K | -$32.7K | 1.4% |
| Palumbo Wealth Management LLC | 2,723 | +17 | $218.0K | -$31.9K | 0.6% |
| WBI INVESTMENTS, LLC | 2,908 | +45 | $232.9K | -$31.6K | 1.6% |
| Callan Family Office, LLC | 3,742 | +829 | $299.6K | +$30.5K | 28.4% |
| Ancora Advisors LLC | 444 | +359 | $35.5K | +$27.7K | 422.4% |
| DEUTSCHE BANK AG\ | 12,190 | +1,330 | $975.9K | -$27.2K | 12.2% |
| Geneos Wealth Management Inc. | 2,496 | +39 | $199.8K | -$27.1K | 1.6% |
| CoreCap Advisors, LLC | 2,345 | +27 | $187.7K | -$26.4K | 1.2% |
| STRS OHIO | 2,148 | +4 | $172.0K | -$26.1K | 0.2% |
| SIGNATUREFD, LLC | 2,294 | +31 | $183.7K | -$25.4K | 1.4% |
| World Investment Advisors | 4,609 | +710 | $335.1K | -$25.1K | 18.2% |
| Moors & Cabot, Inc. | 6,981 | +674 | $558.9K | -$23.7K | 10.7% |
| Federation des caisses Desjardins du Quebec | 7,055 | +1,193 | $564.8K | +$23.4K | 20.4% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3,307 | +682 | $266.5K | +$22.7K | 26.0% |
| CARY STREET PARTNERS FINANCIAL LLC | 8,676 | +1,400 | $694.6K | +$22.5K | 19.2% |
| AVIVA PLC | 7,696 | +1,266 | $616.1K | +$22.2K | 19.7% |
| ASPIRIANT, LLC | 3,186 | +186 | $255.1K | -$22.0K | 6.2% |
| Fragasso Financial Advisors Inc | 2,809 | +27 | $224.9K | -$21.5K | 1.0% |
| QRG CAPITAL MANAGEMENT, INC. | 4,175 | +786 | $334.2K | +$21.2K | 23.2% |
| JONES FINANCIAL COMPANIES LLLP | 4,186 | +833 | $335.1K | +$20.9K | 24.8% |
| PRIVATE TRUST CO NA | 1,961 | +36 | $157.0K | -$20.8K | 1.9% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4,300 | +350 | $344.3K | -$20.6K | 8.9% |
| Vise Technologies, Inc. | 5,791 | +570 | $463.6K | -$18.6K | 10.9% |
| ASSETMARK, INC | 1,279 | +365 | $102.4K | +$18.0K | 39.9% |
| Equitable Holdings, Inc. | 2,947 | +573 | $235.9K | +$16.7K | 24.1% |
| Resona Asset Management Co.,Ltd. | 4,807 | +461 | $384.8K | -$16.6K | 10.6% |
| Transamerica Financial Advisors, LLC | 719 | +266 | $57.9K | +$15.9K | 58.7% |
| NewEdge Wealth, LLC | 2,680 | +156 | $214.6K | +$14.2K | 6.2% |
| Smartleaf Asset Management LLC | 1,053 | +3 | $85.5K | -$12.1K | 0.3% |
| NEUBERGER BERMAN GROUP LLC | 78,232 | +10,548 | $6.3M | +$11.3K | 15.6% |
| M&T Bank Corp | 6,613 | +762 | $529.8K | -$10.8K | 13.0% |
| Bruce G. Allen Investments, LLC | 140 | +125 | $11.2K | +$9.8K | 833.3% |
| QUADRANT CAPITAL GROUP LLC | 4,632 | +521 | $370.9K | -$8.9K | 12.7% |
| DAGCO, INC. | 838 | +23 | $67.1K | -$8.2K | 2.8% |
| New England Capital Financial Advisors LLC | 598 | +2 | $47.9K | -$7.2K | 0.3% |
| Orion Porfolio Solutions, LLC | 51,974 | +6,856 | $4.2M | -$6.5K | 15.2% |
| Bare Financial Services, Inc | 119 | +75 | $9.5K | +$5.5K | 170.4% |
| Golden State Wealth Management, LLC | 410 | +3 | $32.9K | -$4.8K | 0.7% |
| JUPITER ASSET MANAGEMENT LTD | 536,734 | +71,480 | $43.0M | -$4.6K | 15.4% |
| Financial Management Professionals, Inc. | 376 | +3 | $30.3K | -$4.4K | 0.8% |
| IMA Advisory Services, Inc. | 56 | +53 | $4.5K | +$4.2K | 1766.7% |
| Clarity Asset Management, Inc. | 357 | +2 | $28.6K | -$4.2K | 0.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 62 | +53 | $5.0K | +$4.1K | 588.9% |
| Cullen/Frost Bankers, Inc. | 747 | +56 | $59.8K | -$4.0K | 8.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 82 | +53 | $6.6K | +$3.9K | 182.8% |
| SJS Investment Consulting Inc. | 50 | +40 | $4.0K | +$3.1K | 400.0% |
| BESSEMER GROUP INC | 38,942 | +35,463 | $3.1K | +$2.8K | 1019.3% |
| Manchester Capital Management LLC | 111 | +40 | $8.9K | +$2.3K | 56.3% |
| UMB Bank, n.a. | 1,194 | +181 | $95.6K | +$2.0K | 17.9% |
| Larson Financial Group LLC | 211 | +7 | $16.9K | -$1.9K | 3.4% |
| Center for Financial Planning, Inc. | 255 | +55 | $20.4K | +$1.9K | 27.5% |
| ORG Partners LLC | 273 | +57 | $21.9K | +$1.9K | 26.4% |
| MassMutual Private Wealth & Trust, FSB | 229 | +50 | $18.3K | +$1.8K | 27.9% |
| Brooklyn Investment Group | 2,759 | +325 | $223.0K | -$1.7K | 13.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 184 | +6 | $14.8K | -$1.7K | 3.4% |
| SG Americas Securities, LLC | 60,284 | +26,488 | $4.8K | +$1.7K | 78.4% |
| Private Wealth Management Group, LLC | 213 | +14 | $17.1K | -$1.3K | 7.0% |
| RICHARDSON FINANCIAL SERVICES INC. | 425 | +65 | $34.0K | +$772 | 18.1% |
| THOMPSON SIEGEL & WALMSLEY LLC | 125,998 | +8,890 | $10.1K | -$730 | 7.6% |
| FOSTER & MOTLEY INC | 74,733 | +2,345 | $6.0K | -$703 | 3.2% |
| NATIXIS ADVISORS, LLC | 61,194 | +939 | $4.9K | -$667 | 1.6% |
| VAN ECK ASSOCIATES CORP | 64,488 | +3,427 | $5.2K | -$477 | 5.6% |
| Vestcor Inc | 19,344 | +5,000 | $1.5K | +$224 | 34.9% |
| Janney Montgomery Scott LLC | 25,463 | +1,259 | $2.0K | -$197 | 5.2% |
| Bay Harbor Wealth Management, LLC | 8 | +3 | $644 | +$183 | 60.0% |
| Hughes Financial Services, LLC | 10 | +2 | $801 | +$166 | 25.0% |
| PARK AVENUE SECURITIES LLC | 12,050 | +169 | $965 | -$132 | 1.4% |
| Rossby Financial, LCC | 15 | +3 | $1.2K | +$91 | 25.0% |
| Consolidated Planning Corp | 41,119 | +5,479 | $3.3M | -$75 | 15.4% |
| Thrivent Financial for Lutherans | 23,111 | +2,350 | $1.9K | -$68 | 11.3% |
| Cambridge Investment Research Advisors, Inc. | 19,585 | +1,892 | $1.6K | -$66 | 10.7% |
| HANTZ FINANCIAL SERVICES, INC. | 738 | +315 | $59 | +$20 | 74.5% |
| Daiwa Securities Group Inc. | 5,700 | +570 | $456 | -$18 | 11.1% |
| HAZLETT, BURT & WATSON, INC. | 1,722 | +72 | $139 | -$14 | 4.4% |
| VESTOR CAPITAL, LLC | 963 | +113 | $68 | -$11 | 13.3% |