HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing CWH Share Count | ||||
| Game Plan Financial Advisors LLC | 1,600 | 25,175 | +23,575 | +1473.44% |
| Victory Capital Management Inc. | 18,576 | 97,184 | +78,608 | +423.17% |
| Coronation Fund Managers Ltd. | 97,387 | 160,159 | +62,772 | +64.46% |
| CWM LLC | 621 | 977 | +356 | +57.33% |
| SJS Investment Consulting Inc. | 4 | 6 | +2 | +50.00% |
| SFE Investment Counsel | 92,771 | 138,764 | +45,993 | +49.58% |
| Nisa Investment Advisors LLC | 340 | 387 | +47 | +13.82% |
| Commonwealth Equity Services LLC | 30,455 | 31,778 | +1,323 | +4.34% |
| Insight Advisors LLC PA | 89,683 | 93,271 | +3,588 | +4.00% |
| Carmichael Hill & Associates Inc. | 1,000 | 1,005 | +5 | +0.50% |
| Global Retirement Partners LLC | 1,108 | 1,112 | +4 | +0.36% |
| Cornerstone Investment Partners LLC | 77,464 | 77,579 | +115 | +0.15% |
| 13F Filers Reporting New Positions In CWH | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Wealth Enhancement Advisory Services LLC | 0 | 337,615 | +337,615 | +100% |
| Register Financial Advisors LLC | 0 | 600 | +600 | +100% |
| ORG Partners LLC | 0 | 6 | +6 | +100% |
| Diversify Advisory Services LLC | 0 | 12,629 | +12,629 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Creative Financial Designs Inc. ADV | 45 | 45 | UNCH | 0.00% |
| Denali Advisors LLC | 100 | 100 | UNCH | 0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank | 7,802 | 7,802 | UNCH | 0.00% |
| Parkside Financial Bank & Trust | 100 | 100 | UNCH | 0.00% |
| Signaturefd LLC | 467 | 467 | UNCH | 0.00% |
| Allworth Financial LP | 13 | 13 | UNCH | 0.00% |
| JFS Wealth Advisors LLC | 19 | 19 | UNCH | 0.00% |
| Investors Research Corp | 1,100 | 1,100 | UNCH | 0.00% |
| Versant Capital Management Inc | 91 | 91 | UNCH | 0.00% |
| Lindbrook Capital LLC | 37 | 37 | UNCH | 0.00% |
| PFG Private Wealth Management LLC | 11 | 11 | UNCH | 0.00% |
| Rise Advisors LLC | 617 | 617 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 700 | 700 | UNCH | 0.00% |
| Eagle Rock Investment Company LLC | 56,485 | 56,485 | UNCH | 0.00% |
| GAMMA Investing LLC | 26 | 26 | UNCH | 0.00% |
| 13F Filers Decreasing CWH Share Count | ||||
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 218 | 8 | -210 | -96.33% |
| Huntington National Bank | 481 | 108 | -373 | -77.55% |
| Amalgamated Bank | 5,843 | 1,331 | -4,512 | -77.22% |
| NBC Securities Inc. | 300 | 100 | -200 | -66.67% |
| GSA Capital Partners LLP | 39,961 | 15,863 | -24,098 | -60.30% |
| Benjamin F. Edwards & Company Inc. | 435 | 200 | -235 | -54.02% |
| BNP Paribas Arbitrage SA | 246,109 | 125,757 | -120,352 | -48.90% |
| SG Americas Securities LLC | 7,896 | 4,520 | -3,376 | -42.76% |
| Raymond James Financial Services Advisors Inc. | 41,355 | 27,611 | -13,744 | -33.23% |
| Hexagon Capital Partners LLC | 1,706 | 1,146 | -560 | -32.83% |
| Raymond James & Associates | 29,522 | 20,442 | -9,080 | -30.76% |
| DiNuzzo Private Wealth Inc. | 6 | 5 | -1 | -16.67% |
| Chapin Davis Inc. | 13,776 | 11,778 | -1,998 | -14.50% |
| Cambridge Investment Research Advisors Inc. | 12,487 | 10,687 | -1,800 | -14.41% |
| Bay Rivers Group | 22,834 | 19,605 | -3,229 | -14.14% |
| Private Advisor Group LLC | 23,708 | 21,388 | -2,320 | -9.79% |
| Mirae Asset Global Investments Co. Ltd. | 19,181 | 17,469 | -1,712 | -8.93% |
| HighTower Advisors LLC | 30,486 | 28,155 | -2,331 | -7.65% |
| Parallel Advisors LLC | 331 | 321 | -10 | -3.02% |
| Bank of New York Mellon Corp | 320,014 | 314,840 | -5,174 | -1.62% |
| Verdence Capital Advisors LLC | 53,080 | 52,552 | -528 | -0.99% |
| Kingswood Wealth Advisors LLC | 17,697 | 17,696 | -1 | -0.01% |
| 13F Filers Exiting CWH | ||||
| McGlone Suttner Wealth Management Inc. | 32 | 0 | -32 | -100.00% |
| Ronald Blue Trust Inc. | 243 | 0 | -243 | -100.00% |
| Concord Wealth Partners | 129 | 0 | -129 | -100.00% |
| Geneos Wealth Management Inc. | 195 | 0 | -195 | -100.00% |
| Advisory Services Network LLC | 6,553 | 0 | -6,553 | -100.00% |
| Gradient Investments LLC | 27 | 0 | -27 | -100.00% |
| Simplex Trading LLC | 114,273 | 0 | -114,273 | -100.00% |
| IMC Chicago LLC | 15,370 | 0 | -15,370 | -100.00% |
| AdvisorNet Financial Inc | 8 | 0 | -8 | -100.00% |
| Fifth Third Bancorp | 3,450 | 0 | -3,450 | -100.00% |
See Summary: Institutional Holders of CWH
See Details: Top 10 Hedge Funds Holding CWH
Also See: CWH Insider Buying
