| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CHD Share Count |
|---|
| Sound Income Strategies LLC |
13 |
802 |
+789 |
+6069.23% |
| Norden Group LLC |
2,978 |
84,768 |
+81,790 |
+2746.47% |
| Indiana Trust & Investment Management CO |
100 |
1,128 |
+1,028 |
+1028.00% |
| Simplicity Wealth LLC |
7,001 |
38,052 |
+31,051 |
+443.52% |
| Venturi Wealth Management LLC |
30 |
144 |
+114 |
+380.00% |
| Revisor Wealth Management LLC |
2,688 |
7,499 |
+4,811 |
+178.98% |
| Los Angeles Capital Management & Equity Research Inc. |
80,435 |
154,477 |
+74,042 |
+92.05% |
| Summit Financial LLC |
9,851 |
14,908 |
+5,057 |
+51.33% |
| WESPAC Advisors SoCal LLC |
3,551 |
5,231 |
+1,680 |
+47.31% |
| CWM LLC |
9,030 |
12,701 |
+3,671 |
+40.65% |
| Global Retirement Partners LLC |
883 |
1,238 |
+355 |
+40.20% |
| Evergreen Private Wealth LLC |
923 |
1,207 |
+284 |
+30.77% |
| Robeco Institutional Asset Management B.V. |
305,461 |
382,770 |
+77,309 |
+25.31% |
| Palumbo Wealth Management LLC |
12,404 |
15,423 |
+3,019 |
+24.34% |
| GAMMA Investing LLC |
2,297 |
2,854 |
+557 |
+24.25% |
| PFG Investments LLC |
3,909 |
4,851 |
+942 |
+24.10% |
| Hexagon Capital Partners LLC |
150 |
182 |
+32 |
+21.33% |
| Raymond James Trust N.A. |
4,307 |
5,209 |
+902 |
+20.94% |
| V Square Quantitative Management LLC |
5,235 |
6,247 |
+1,012 |
+19.33% |
| Wealth Enhancement Advisory Services LLC |
17,606 |
20,994 |
+3,388 |
+19.24% |
| Keel Point LLC |
35,602 |
40,457 |
+4,855 |
+13.64% |
| Patten Group Inc. |
4,016 |
4,540 |
+524 |
+13.05% |
| Kathmere Capital Management LLC |
3,732 |
4,217 |
+485 |
+13.00% |
| Moody Lynn & Lieberson LLC |
31,661 |
34,730 |
+3,069 |
+9.69% |
| Alaska Permanent Fund Corp |
22,453 |
24,519 |
+2,066 |
+9.20% |
| Wedmont Private Capital |
3,563 |
3,869 |
+306 |
+8.59% |
| Carderock Capital Management Inc. |
45,353 |
48,547 |
+3,194 |
+7.04% |
| KFG Wealth Management LLC |
4,286 |
4,561 |
+275 |
+6.42% |
| Capstone Triton Financial Group LLC |
10,469 |
11,081 |
+612 |
+5.85% |
| Veriti Management LLC |
12,005 |
12,671 |
+666 |
+5.55% |
| Raymond James Financial Services Advisors Inc. |
198,092 |
207,721 |
+9,629 |
+4.86% |
| Gulf International Bank UK Ltd |
20,297 |
21,097 |
+800 |
+3.94% |
| DekaBank Deutsche Girozentrale |
109,150 |
113,320 |
+4,170 |
+3.82% |
| Brookstone Capital Management |
18,072 |
18,629 |
+557 |
+3.08% |
| AMI Asset Management Corp |
567,530 |
584,658 |
+17,128 |
+3.02% |
| CVA Family Office LLC |
175 |
180 |
+5 |
+2.86% |
| Buffington Mohr McNeal |
8,100 |
8,300 |
+200 |
+2.47% |
| Kingswood Wealth Advisors LLC |
4,825 |
4,942 |
+117 |
+2.42% |
| Ballentine Partners LLC |
8,985 |
9,189 |
+204 |
+2.27% |
| Albert D Mason Inc. |
8,126 |
8,267 |
+141 |
+1.74% |
| Portside Wealth Group LLC |
3,150 |
3,203 |
+53 |
+1.68% |
| First Pacific Financial |
10,598 |
10,761 |
+163 |
+1.54% |
| Financial Enhancement Group LLC |
61,738 |
62,652 |
+914 |
+1.48% |
| Drive Wealth Management LLC |
2,297 |
2,328 |
+31 |
+1.35% |
| MCF Advisors LLC |
236 |
239 |
+3 |
+1.27% |
| Chesley Taft & Associates LLC |
89,234 |
90,349 |
+1,115 |
+1.25% |
| Berger Financial Group Inc |
38,142 |
38,597 |
+455 |
+1.19% |
| Sovereign Financial Group Inc. |
17,316 |
17,436 |
+120 |
+0.69% |
| Apeiron RIA LLC |
3,882 |
3,907 |
+25 |
+0.64% |
| Congress Wealth Management LLC DE |
132,754 |
133,592 |
+838 |
+0.63% |
| Czech National Bank |
43,152 |
43,351 |
+199 |
+0.46% |
| Relyea Zuckerberg Hanson LLC |
4,890 |
4,911 |
+21 |
+0.43% |
| Flagship Harbor Advisors LLC |
5,039 |
5,059 |
+20 |
+0.40% |
| WD Rutherford LLC |
35,245 |
35,385 |
+140 |
+0.40% |
| Mountain Pacific Investment Advisers Inc. ID |
437,288 |
438,901 |
+1,613 |
+0.37% |
| Capital Advisors Ltd. LLC |
821 |
824 |
+3 |
+0.37% |
| CENTRAL TRUST Co |
15,388 |
15,435 |
+47 |
+0.31% |
| IFM Investors Pty Ltd |
47,947 |
48,095 |
+148 |
+0.31% |
| Summit Trail Advisors LLC |
3,924 |
3,934 |
+10 |
+0.25% |
| State of Michigan Retirement System |
67,451 |
67,551 |
+100 |
+0.15% |
| Toth Financial Advisory Corp |
43,580 |
43,643 |
+63 |
+0.14% |
| Legacy Wealth Asset Management LLC |
2,679 |
2,682 |
+3 |
+0.11% |
| Wealth Effects LLC |
3,430 |
3,432 |
+2 |
+0.06% |
| 13F Filers Reporting New Positions In CHD |
|---|
| ZRC Wealth Management LLC |
0 |
0 |
UNCH |
100% |
| First Citizens Bank & Trust Co. |
0 |
5,937 |
+5,937 |
+100% |
| Westend Capital Management LLC |
0 |
42 |
+42 |
+100% |
| Miracle Mile Advisors LLC |
0 |
3,243 |
+3,243 |
+100% |
| Riverview Trust Co |
0 |
948 |
+948 |
+100% |
| Wealthstar Advisors LLC |
0 |
12,945 |
+12,945 |
+100% |
| Tradewinds Capital Management LLC |
0 |
110 |
+110 |
+100% |
| Roble Belko & Company Inc |
0 |
300 |
+300 |
+100% |
| Arthur M. Cohen & Associates LLC |
0 |
2,200 |
+2,200 |
+100% |
| Security National Bank |
0 |
201 |
+201 |
+100% |
| Ellis Investment Partners LLC |
0 |
1,985 |
+1,985 |
+100% |
| Game Plan Financial Advisors LLC |
0 |
250 |
+250 |
+100% |
| Affinity Capital Advisors LLC |
0 |
2,087 |
+2,087 |
+100% |
| Rise Advisors LLC |
0 |
120 |
+120 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
78 |
+78 |
+100% |
| Security Financial Services INC. |
0 |
2,110 |
+2,110 |
+100% |
| CGC Financial Services LLC |
0 |
153 |
+153 |
+100% |
| Focus Financial Network Inc. |
0 |
3,471 |
+3,471 |
+100% |
| Walden Wealth Partners LLC |
0 |
2,000 |
+2,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cigna Investments Inc. New |
2,604 |
2,604 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
200 |
200 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
506 |
506 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
500 |
500 |
UNCH |
0.00% |
| Barrett & Company Inc. |
77 |
77 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
138 |
138 |
UNCH |
0.00% |
| Everett Harris & Co. CA |
3,415 |
3,415 |
UNCH |
0.00% |
| Norwood Financial Corp |
50 |
50 |
UNCH |
0.00% |
| Courier Capital LLC |
3,466 |
3,466 |
UNCH |
0.00% |
| Charter Trust Co. |
2,265 |
2,265 |
UNCH |
0.00% |
| Abner Herrman & Brock LLC |
2,380 |
2,380 |
UNCH |
0.00% |
| LVM Capital Management Ltd. MI |
2,864 |
2,864 |
UNCH |
0.00% |
| Forbes J M & Co. LLP |
8,520 |
8,520 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
2,845 |
2,845 |
UNCH |
0.00% |
| Norris Perne & French LLP MI |
7,600 |
7,600 |
UNCH |
0.00% |
| Webster Bank N. A. |
60 |
60 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
750 |
750 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
343 |
343 |
UNCH |
0.00% |
| West Oak Capital LLC |
777 |
777 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
5,650 |
5,650 |
UNCH |
0.00% |
| Legato Capital Management LLC |
21,597 |
21,597 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
290 |
290 |
UNCH |
0.00% |
| Asset Dedication LLC |
600 |
600 |
UNCH |
0.00% |
| Sequent Asset Management LLC |
15,106 |
15,106 |
UNCH |
0.00% |
| Alta Advisers Ltd |
900 |
900 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
3,000 |
3,000 |
UNCH |
0.00% |
| Copeland Capital Management LLC |
2,533 |
2,533 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
685 |
685 |
UNCH |
0.00% |
| New England Research & Management Inc. |
58,000 |
58,000 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
19 |
19 |
UNCH |
0.00% |
| Abacus Planning Group Inc. |
9,456 |
9,456 |
UNCH |
0.00% |
| MV Capital Management Inc. |
161 |
161 |
UNCH |
0.00% |
| Pegasus Partners Ltd. |
6,800 |
6,800 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
106 |
106 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
7,400 |
7,400 |
UNCH |
0.00% |
| Pinnacle Bank |
500 |
500 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
160 |
160 |
UNCH |
0.00% |
| Diamant Asset Management Inc. |
4,450 |
4,450 |
UNCH |
0.00% |
| Versant Capital Management Inc |
89 |
89 |
UNCH |
0.00% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2,607 |
2,607 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
22,736 |
22,736 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
4,800 |
4,800 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
30 |
30 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
1,030 |
1,030 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
18,650 |
18,650 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
2,400 |
2,400 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
100 |
100 |
UNCH |
0.00% |
| Charter Oak Capital Management LLC |
3,168 |
3,168 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
550 |
550 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
140 |
140 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
| West Financial Advisors LLC |
1,808 |
1,808 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
70 |
70 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
23 |
23 |
UNCH |
0.00% |
| City State Bank |
479 |
479 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
490 |
490 |
UNCH |
0.00% |
| Astoria Portfolio Advisors LLC. |
2,550 |
2,550 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
85 |
85 |
UNCH |
0.00% |
| Stephens Consulting LLC |
100 |
100 |
UNCH |
0.00% |
| New Hampshire Trust |
2,338 |
2,338 |
UNCH |
0.00% |
| Park Place Capital Corp |
898 |
898 |
UNCH |
0.00% |
| Financiere des Professionnels Fonds d investissement inc. |
99,361 |
99,361 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
53 |
53 |
UNCH |
0.00% |
| 13F Filers Decreasing CHD Share Count |
|---|
| AdvisorNet Financial Inc |
35 |
5 |
-30 |
-85.71% |
| NBC Securities Inc. |
905 |
436 |
-469 |
-51.82% |
| Trust Point Inc. |
4,442 |
2,213 |
-2,229 |
-50.18% |
| Financial Management Professionals Inc. |
207 |
123 |
-84 |
-40.58% |
| DNB Asset Management AS |
62,763 |
41,134 |
-21,629 |
-34.46% |
| Calton & Associates Inc. |
6,263 |
4,203 |
-2,060 |
-32.89% |
| Assenagon Asset Management S.A. |
56,221 |
38,837 |
-17,384 |
-30.92% |
| Stokes Capital Advisors LLC |
4,890 |
3,750 |
-1,140 |
-23.31% |
| Strategic Blueprint LLC |
11,313 |
9,032 |
-2,281 |
-20.16% |
| Alpha Cubed Investments LLC |
2,525 |
2,025 |
-500 |
-19.80% |
| Walter Public Investments Inc. |
124,098 |
99,634 |
-24,464 |
-19.71% |
| Symmetry Partners LLC |
3,077 |
2,483 |
-594 |
-19.30% |
| Banque Cantonale Vaudoise |
31,435 |
25,820 |
-5,615 |
-17.86% |
| Amalgamated Bank |
64,606 |
53,091 |
-11,515 |
-17.82% |
| State of Alaska Department of Revenue |
55,701 |
48,501 |
-7,200 |
-12.93% |
| Ipswich Investment Management Co. Inc. |
9,813 |
8,613 |
-1,200 |
-12.23% |
| AllGen Financial Advisors Inc. |
24,158 |
21,419 |
-2,739 |
-11.34% |
| Clarius Group LLC |
2,212 |
1,966 |
-246 |
-11.12% |
| BlueSky Wealth Advisors LLC |
14,240 |
12,740 |
-1,500 |
-10.53% |
| Ritholtz Wealth Management |
9,909 |
8,900 |
-1,009 |
-10.18% |
| Appleton Partners Inc. MA |
4,568 |
4,118 |
-450 |
-9.85% |
| Elk River Wealth Management LLC |
38,133 |
34,564 |
-3,569 |
-9.36% |
| KWB Wealth |
4,511 |
4,100 |
-411 |
-9.11% |
| First Financial Bank Trust Division |
7,672 |
6,990 |
-682 |
-8.89% |
| OLD National Bancorp IN |
11,972 |
10,943 |
-1,029 |
-8.60% |
| Allspring Global Investments Holdings LLC |
3,653,298 |
3,360,995 |
-292,303 |
-8.00% |
| LaFleur & Godfrey LLC |
88,579 |
81,965 |
-6,614 |
-7.47% |
| Tompkins Financial Corp |
2,076 |
1,926 |
-150 |
-7.23% |
| LongView Wealth Management |
15,329 |
14,304 |
-1,025 |
-6.69% |
| Eads & Heald Wealth Management |
27,840 |
26,028 |
-1,812 |
-6.51% |
| WBH Advisory Inc. |
2,716 |
2,542 |
-174 |
-6.41% |
| Occidental Asset Management LLC |
14,185 |
13,289 |
-896 |
-6.32% |
| Somerset Trust Co |
3,573 |
3,356 |
-217 |
-6.07% |
| Addenda Capital Inc. |
53,558 |
50,334 |
-3,224 |
-6.02% |
| Cambridge Investment Research Advisors Inc. |
59,309 |
55,993 |
-3,316 |
-5.59% |
| Spire Wealth Management |
7,011 |
6,672 |
-339 |
-4.84% |
| Burns J W & Co. Inc. NY |
29,914 |
28,499 |
-1,415 |
-4.73% |
| Oak Asset Management LLC |
24,715 |
23,615 |
-1,100 |
-4.45% |
| Fifth Third Bancorp |
14,636 |
14,004 |
-632 |
-4.32% |
| Louisiana State Employees Retirement System |
14,900 |
14,300 |
-600 |
-4.03% |
| Mather Group LLC. |
7,445 |
7,145 |
-300 |
-4.03% |
| Hartford Investment Management Co. |
16,630 |
15,966 |
-664 |
-3.99% |
| Raymond James & Associates |
325,833 |
313,327 |
-12,506 |
-3.84% |
| First Hawaiian Bank |
24,013 |
23,168 |
-845 |
-3.52% |
| Exchange Traded Concepts LLC |
6,690 |
6,470 |
-220 |
-3.29% |
| Congress Asset Management Co. MA |
1,172,667 |
1,137,722 |
-34,945 |
-2.98% |
| Leavell Investment Management Inc. |
10,100 |
9,800 |
-300 |
-2.97% |
| Rowland & Co. Investment Counsel ADV |
6,918 |
6,718 |
-200 |
-2.89% |
| Baldwin Brothers Inc. MA |
102,439 |
99,493 |
-2,946 |
-2.88% |
| Massmutual Trust Co. FSB ADV |
10,663 |
10,360 |
-303 |
-2.84% |
| Papp L Roy & Associates |
24,085 |
23,415 |
-670 |
-2.78% |
| Kesler Norman & Wride LLC |
18,182 |
17,702 |
-480 |
-2.64% |
| New Mexico Educational Retirement Board |
12,700 |
12,400 |
-300 |
-2.36% |
| Sky Investment Group LLC |
35,510 |
34,710 |
-800 |
-2.25% |
| JGP Wealth Management LLC |
72,362 |
70,849 |
-1,513 |
-2.09% |
| Bath Savings Trust Co |
226,110 |
221,429 |
-4,681 |
-2.07% |
| Canandaigua National Bank & Trust Co. |
2,522 |
2,476 |
-46 |
-1.82% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,386,547 |
1,361,686 |
-24,861 |
-1.79% |
| Sunbelt Securities Inc. |
6,399 |
6,287 |
-112 |
-1.75% |
| Gateway Investment Advisers LLC |
6,468 |
6,359 |
-109 |
-1.69% |
| Carret Asset Management LLC |
60,502 |
59,502 |
-1,000 |
-1.65% |
| Wealthfront Advisers LLC |
97,308 |
95,713 |
-1,595 |
-1.64% |
| Sumitomo Mitsui Trust Holdings Inc. |
695,420 |
684,906 |
-10,514 |
-1.51% |
| Wendell David Associates Inc. |
179,983 |
177,338 |
-2,645 |
-1.47% |
| Stratos Wealth Partners LTD. |
3,222 |
3,175 |
-47 |
-1.46% |
| Azzad Asset Management Inc. ADV |
27,274 |
26,881 |
-393 |
-1.44% |
| Tributary Capital Management LLC |
4,710 |
4,645 |
-65 |
-1.38% |
| Wesbanco Bank Inc. |
25,275 |
24,941 |
-334 |
-1.32% |
| Bfsg LLC |
120,876 |
119,314 |
-1,562 |
-1.29% |
| Westhampton Capital LLC |
23,775 |
23,500 |
-275 |
-1.16% |
| Liberty Capital Management Inc. |
46,715 |
46,180 |
-535 |
-1.15% |
| Bangor Savings Bank |
828 |
820 |
-8 |
-0.97% |
| North Point Portfolio Managers Corp OH |
132,392 |
131,169 |
-1,223 |
-0.92% |
| Brown Advisory Inc. |
136,875 |
135,805 |
-1,070 |
-0.78% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
9,208 |
9,144 |
-64 |
-0.70% |
| Krueger & Catalano Capital Partners LLC |
5,014 |
4,984 |
-30 |
-0.60% |
| M. Kraus & Co |
106,428 |
105,814 |
-614 |
-0.58% |
| Oxler Private Wealth LLC |
13,444 |
13,378 |
-66 |
-0.49% |
| Capital Investment Advisors LLC |
2,214 |
2,205 |
-9 |
-0.41% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
145,243 |
144,818 |
-425 |
-0.29% |
| Park Avenue Securities LLC |
4,676 |
4,665 |
-11 |
-0.24% |
| Private Trust Co. NA |
8,601 |
8,583 |
-18 |
-0.21% |
| Boston Trust Walden Corp |
207,365 |
207,192 |
-173 |
-0.08% |
| RFG Advisory LLC |
3,269 |
3,267 |
-2 |
-0.06% |
| 13F Filers Exiting CHD |
|---|
| BKM Wealth Management LLC |
1,290 |
0 |
-1,290 |
-100.00% |
| West Paces Advisors Inc. |
12 |
0 |
-12 |
-100.00% |
| Arlington Trust Co LLC |
15 |
0 |
-15 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
656 |
0 |
-656 |
-100.00% |
| Newbridge Financial Services Group Inc. |
366 |
0 |
-366 |
-100.00% |
| Annapolis Financial Services LLC |
350 |
0 |
-350 |
-100.00% |
| International Assets Investment Management LLC |
24,586 |
0 |
-24,586 |
-100.00% |
| Steel Peak Wealth Management LLC |
20,335 |
0 |
-20,335 |
-100.00% |
| PSI Advisors LLC |
425 |
0 |
-425 |
-100.00% |
| Iron Financial LLC |
4,492 |
0 |
-4,492 |
-100.00% |
| Gradient Investments LLC |
31 |
0 |
-31 |
-100.00% |
| Bourgeon Capital Management LLC |
171 |
0 |
-171 |
-100.00% |
HoldingsChannel.com
