HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing CIVI Share Count | ||||
| SJS Investment Consulting Inc. | 12 | 2,012 | +2,000 | +16666.67% |
| Harbor Investment Advisory LLC | 18 | 41 | +23 | +127.78% |
| Hexagon Capital Partners LLC | 54 | 117 | +63 | +116.67% |
| CWM LLC | 698 | 1,482 | +784 | +112.32% |
| Independence Bank of Kentucky | 2,225 | 3,840 | +1,615 | +72.58% |
| Financial Management Professionals Inc. | 984 | 1,584 | +600 | +60.98% |
| GAMMA Investing LLC | 332 | 470 | +138 | +41.57% |
| Stanley Laman Group Ltd. | 44,140 | 58,434 | +14,294 | +32.38% |
| Hennion & Walsh Asset Management Inc. | 46,182 | 53,579 | +7,397 | +16.02% |
| All Season Financial Advisors Inc. | 4,981 | 5,263 | +282 | +5.66% |
| State of Michigan Retirement System | 20,500 | 21,100 | +600 | +2.93% |
| Unison Advisors LLC | 7,662 | 7,844 | +182 | +2.38% |
| 13F Filers Reporting New Positions In CIVI | ||||
| Viking Fund Management LLC | 0 | 900 | +900 | +100% |
| Paragon Capital Management Ltd | 0 | 2,683 | +2,683 | +100% |
| MV Capital Management Inc. | 0 | 6 | +6 | +100% |
| Rise Advisors LLC | 0 | 415 | +415 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 139,730 | +139,730 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Farmers & Merchants Investments Inc. | 40 | 40 | UNCH | 0.00% |
| Phocas Financial Corp. | 135,691 | 135,691 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 4 | 4 | UNCH | 0.00% |
| Future Financial Wealth Managment LLC | 3,700 | 3,700 | UNCH | 0.00% |
| 13F Filers Decreasing CIVI Share Count | ||||
| Versant Capital Management Inc | 310 | 40 | -270 | -87.10% |
| Arden Trust Co | 14,086 | 3,554 | -10,532 | -74.77% |
| Atlas Capital Advisors LLC | 2,690 | 1,234 | -1,456 | -54.13% |
| Wealth Enhancement Advisory Services LLC | 82,643 | 57,160 | -25,483 | -30.84% |
| JJJ Advisors Inc. | 472 | 337 | -135 | -28.60% |
| Foster & Motley Inc. | 20,099 | 15,767 | -4,332 | -21.55% |
| Trivant Custom Portfolio Group LLC | 500 | 400 | -100 | -20.00% |
| Massmutual Trust Co. FSB ADV | 128 | 123 | -5 | -3.91% |
| 13F Filers Exiting CIVI | ||||
| Fortitude Family Office LLC | 18 | 0 | -18 | -100.00% |
| Exchange Traded Concepts LLC | 10,369 | 0 | -10,369 | -100.00% |
| AdvisorNet Financial Inc | 15 | 0 | -15 | -100.00% |
| AlphaMark Advisors LLC | 3,477 | 0 | -3,477 | -100.00% |
| New Mexico Educational Retirement Board | 17,400 | 0 | -17,400 | -100.00% |
See Summary: Institutional Holders of CIVI
See Details: Top 10 Hedge Funds Holding CIVI
Also See: CIVI Insider Buying
