| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CBRL Share Count |
|---|
| Total Clarity Wealth Management Inc. |
4,610 |
10,717 |
+6,107 |
+132.47% |
| Newbridge Financial Services Group Inc. |
675 |
1,250 |
+575 |
+85.19% |
| Wedge Capital Management L L P NC |
14,185 |
21,495 |
+7,310 |
+51.53% |
| Raymond James & Associates |
19,179 |
24,457 |
+5,278 |
+27.52% |
| Aviance Capital Partners LLC |
15,128 |
17,251 |
+2,123 |
+14.03% |
| Fifth Third Bancorp |
19,156 |
19,636 |
+480 |
+2.51% |
| Sugarloaf Wealth Management LLC |
226 |
229 |
+3 |
+1.33% |
| Raymond James Financial Services Advisors Inc. |
30,375 |
30,743 |
+368 |
+1.21% |
| Wiley BROS. Aintree Capital LLC |
10,546 |
10,588 |
+42 |
+0.40% |
| Stratos Wealth Advisors LLC |
3,466 |
3,468 |
+2 |
+0.06% |
| 13F Filers Reporting New Positions In CBRL |
|---|
| New Mexico Educational Retirement Board |
0 |
4,900 |
+4,900 |
+100% |
| Miller Howard Investments Inc. NY |
0 |
40,000 |
+40,000 |
+100% |
| AdvisorNet Financial Inc |
0 |
12 |
+12 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,000 |
+1,000 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
235 |
+235 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
131 |
131 |
UNCH |
0.00% |
| City Holding Co. |
500 |
500 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
187,693 |
187,693 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
10 |
10 |
UNCH |
0.00% |
| Asset Dedication LLC |
25 |
25 |
UNCH |
0.00% |
| Gradient Investments LLC |
67 |
67 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
179 |
179 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
6 |
6 |
UNCH |
0.00% |
| Security National Bank |
1,054 |
1,054 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
121 |
121 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
29 |
29 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
8,053 |
8,053 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
300 |
300 |
UNCH |
0.00% |
| 13F Filers Decreasing CBRL Share Count |
|---|
| Bruce G. Allen Investments LLC |
33 |
3 |
-30 |
-90.91% |
| Massmutual Trust Co. FSB ADV |
166 |
56 |
-110 |
-66.27% |
| Criterion Capital Advisors LLC |
83 |
42 |
-41 |
-49.40% |
| GAMMA Investing LLC |
419 |
235 |
-184 |
-43.91% |
| CWM LLC |
771 |
435 |
-336 |
-43.58% |
| Capital Advisors Ltd. LLC |
100 |
63 |
-37 |
-37.00% |
| Amalgamated Bank |
9,319 |
6,923 |
-2,396 |
-25.71% |
| SJS Investment Consulting Inc. |
8 |
6 |
-2 |
-25.00% |
| Hexagon Capital Partners LLC |
110 |
95 |
-15 |
-13.64% |
| Private Trust Co. NA |
274 |
246 |
-28 |
-10.22% |
| Arden Trust Co |
10,861 |
10,172 |
-689 |
-6.34% |
| Olstein Capital Management L.P. |
90,346 |
85,000 |
-5,346 |
-5.92% |
| NBC Securities Inc. |
172 |
162 |
-10 |
-5.81% |
| Integrated Investment Consultants LLC |
4,400 |
4,147 |
-253 |
-5.75% |
| WASHINGTON TRUST Co |
42 |
40 |
-2 |
-4.76% |
| Versant Capital Management Inc |
181 |
174 |
-7 |
-3.87% |
| Global Retirement Partners LLC |
244 |
241 |
-3 |
-1.23% |
| Louisiana State Employees Retirement System |
11,100 |
11,000 |
-100 |
-0.90% |
| State of Alaska Department of Revenue |
13,632 |
13,515 |
-117 |
-0.86% |
| 13F Filers Exiting CBRL |
|---|
| Cravens & Co Advisors LLC |
2,650 |
0 |
-2,650 |
-100.00% |
| Spire Wealth Management |
23 |
0 |
-23 |
-100.00% |
| Tennessee Valley Asset Management Partners |
106 |
0 |
-106 |
-100.00% |
| International Assets Investment Management LLC |
38,078 |
0 |
-38,078 |
-100.00% |
| Silverleafe Capital Partners LLC |
2,660 |
0 |
-2,660 |
-100.00% |
| Optimum Investment Advisors |
113 |
0 |
-113 |
-100.00% |
| Leavell Investment Management Inc. |
2,735 |
0 |
-2,735 |
-100.00% |
HoldingsChannel.com
