HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing CMF Share Count | ||||
| RHS Financial LLC | 23,295 | 36,349 | +13,054 | +56.04% |
| Wealthcare Advisory Partners LLC | 6,715 | 10,302 | +3,587 | +53.42% |
| Affinity Capital Advisors LLC | 65,119 | 96,107 | +30,988 | +47.59% |
| Ehrlich Financial Group | 39,639 | 56,641 | +17,002 | +42.89% |
| Northeast Financial Group Inc. | 4,672 | 6,509 | +1,837 | +39.32% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 8,948 | 12,373 | +3,425 | +38.28% |
| Wealthfront Advisers LLC | 12,720 | 17,078 | +4,358 | +34.26% |
| GAMMA Investing LLC | 597 | 790 | +193 | +32.33% |
| Paragon Capital Management Ltd | 3,509 | 4,327 | +818 | +23.31% |
| Steel Peak Wealth Management LLC | 54,262 | 60,225 | +5,963 | +10.99% |
| Spinnaker Investment Group LLC | 52,016 | 57,401 | +5,385 | +10.35% |
| Myecfo LLC | 192,121 | 206,092 | +13,971 | +7.27% |
| Navalign LLC | 101,821 | 107,904 | +6,083 | +5.97% |
| Omega Financial Group LLC | 58,170 | 60,997 | +2,827 | +4.86% |
| Wedmont Private Capital | 22,887 | 23,978 | +1,091 | +4.77% |
| Shira Ridge Wealth Management | 5,767 | 6,018 | +251 | +4.35% |
| McNaughton Wealth Management LLC | 22,509 | 23,235 | +726 | +3.23% |
| DeDora Capital Inc. | 41,319 | 42,414 | +1,095 | +2.65% |
| Traveka Wealth LLC | 92,148 | 94,177 | +2,029 | +2.20% |
| Wealth Enhancement Advisory Services LLC | 9,564 | 9,767 | +203 | +2.12% |
| Eagle Ridge Investment Management | 6,580 | 6,711 | +131 | +1.99% |
| Pure Financial Advisors Inc. | 171,654 | 175,061 | +3,407 | +1.98% |
| Westside Investment Management Inc. | 39,670 | 40,020 | +350 | +0.88% |
| Boltwood Capital Management | 24,375 | 24,560 | +185 | +0.76% |
| Morton Capital Management LLC CA | 4,088 | 4,106 | +18 | +0.44% |
| Weaver Consulting Group | 4,385 | 4,387 | +2 | +0.05% |
| 13F Filers Reporting New Positions In CMF | ||||
| First National Bank Sioux Falls | 0 | 6,000 | +6,000 | +100% |
| Chesley Taft & Associates LLC | 0 | 5,100 | +5,100 | +100% |
| CWM LLC | 0 | 1,659 | +1,659 | +100% |
| True Link Financial Advisors LLC | 0 | 10,300 | +10,300 | +100% |
| ShankerValleau Wealth Advisors Inc. | 0 | 7,335 | +7,335 | +100% |
| Southland Equity Partners LLC | 0 | 4,318 | +4,318 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| ST Germain D J Co. Inc. | 1,200 | 1,200 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 7,010 | 7,010 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 3,479 | 3,479 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 1,250 | 1,250 | UNCH | 0.00% |
| Private Ocean LLC | 19,909 | 19,909 | UNCH | 0.00% |
| Stratos Wealth Partners LTD. | 4,748 | 4,748 | UNCH | 0.00% |
| Ndwm LLC | 7,438 | 7,438 | UNCH | 0.00% |
| KWB Wealth | 12,935 | 12,935 | UNCH | 0.00% |
| Falcon Wealth Planning | 6,153 | 6,153 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 3,517 | 3,517 | UNCH | 0.00% |
| Williams & Novak LLC | 44,500 | 44,500 | UNCH | 0.00% |
| 13F Filers Decreasing CMF Share Count | ||||
| Miracle Mile Advisors LLC | 310,455 | 157,945 | -152,510 | -49.12% |
| VERITY Wealth Advisors | 18,787 | 10,915 | -7,872 | -41.90% |
| Ariston Services Group | 17,588 | 12,868 | -4,720 | -26.84% |
| Atlas Capital Advisors LLC | 6,817 | 5,599 | -1,218 | -17.87% |
| Client First Capital LLC | 6,478 | 5,871 | -607 | -9.37% |
| Slow Capital Inc. | 422,778 | 392,661 | -30,117 | -7.12% |
| Apella Capital LLC | 26,413 | 25,747 | -666 | -2.52% |
| Raub Brock Capital Management LP | 418,765 | 408,745 | -10,020 | -2.39% |
| Towerpoint Wealth LLC | 27,497 | 27,184 | -313 | -1.14% |
| Calton & Associates Inc. | 4,487 | 4,463 | -24 | -0.53% |
| Dynamic Advisor Solutions LLC | 85,231 | 84,821 | -410 | -0.48% |
| 13F Filers Exiting CMF | ||||
| Allspring Global Investments Holdings LLC | 17,016 | 0 | -17,016 | -100.00% |
See Summary: Institutional Holders of CMF
See Details: Top 10 Hedge Funds Holding CMF
