HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing CDC Share Count | ||||
| Strategic Planning Group LLC | 150,312 | 167,013 | +16,701 | +11.11% |
| Cambridge Investment Research Advisors Inc. | 171,798 | 176,747 | +4,949 | +2.88% |
| Flagship Harbor Advisors LLC | 8,256 | 8,301 | +45 | +0.55% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 475 | 475 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 162 | 162 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 901 | 901 | UNCH | 0.00% |
| Horizons Wealth Management | 191 | 191 | UNCH | 0.00% |
| 13F Filers Decreasing CDC Share Count | ||||
| Newbridge Financial Services Group Inc. | 600 | 200 | -400 | -66.67% |
| Sunbelt Securities Inc. | 7,353 | 2,624 | -4,729 | -64.31% |
| Alpha Cubed Investments LLC | 16,012 | 7,862 | -8,150 | -50.90% |
| Private Trust Co. NA | 5,192 | 2,673 | -2,519 | -48.52% |
| Unique Wealth LLC | 81,421 | 50,855 | -30,566 | -37.54% |
| Claro Advisors LLC | 6,531 | 4,270 | -2,261 | -34.62% |
| MONECO Advisors LLC | 17,092 | 14,223 | -2,869 | -16.79% |
| Raymond James & Associates | 125,487 | 107,905 | -17,582 | -14.01% |
| Stratos Wealth Partners LTD. | 13,228 | 11,468 | -1,760 | -13.31% |
| Global Retirement Partners LLC | 6,321 | 5,547 | -774 | -12.24% |
| Raymond James Financial Services Advisors Inc. | 885,006 | 845,984 | -39,022 | -4.41% |
| Keel Point LLC | 4,816 | 4,693 | -123 | -2.55% |
| CWM LLC | 288,710 | 282,800 | -5,910 | -2.05% |
| Calton & Associates Inc. | 20,225 | 19,879 | -346 | -1.71% |
| Dynamic Advisor Solutions LLC | 4,624 | 4,601 | -23 | -0.50% |
| Mather Group LLC. | 64,773 | 64,461 | -312 | -0.48% |
| 13F Filers Exiting CDC | ||||
| CAP Partners LLC | 4,286 | 0 | -4,286 | -100.00% |
| ZRC Wealth Management LLC | 189 | 0 | -189 | -100.00% |
| Fermata Advisors LLC | 12,851 | 0 | -12,851 | -100.00% |
| International Assets Investment Management LLC | 43,054 | 0 | -43,054 | -100.00% |
| Provident Wealth Management LLC | 113,711 | 0 | -113,711 | -100.00% |
| Ausdal Financial Partners Inc. | 3,720 | 0 | -3,720 | -100.00% |
| Oakworth Capital Inc. | 1,990 | 0 | -1,990 | -100.00% |
See Summary: Institutional Holders of CDC
See Details: Top 10 Hedge Funds Holding CDC
