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EFG Holdings Changes image
This page summarizes the EFG holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EFG is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing EFG Share Count
SageView Advisory Group LLC 4,891 2,788,471 +2,783,580 +56912.29%
Legacy Financial Group LLC 2,080 40,650 +38,570 +1854.33%
Watershed Private Wealth LLC 3,669 52,423 +48,754 +1328.81%
GPS Wealth Strategies Group LLC 7 60 +53 +757.14%
All Season Financial Advisors Inc. 3,356 25,863 +22,507 +670.65%
Prosperity Consulting Group LLC 15,798 79,597 +63,799 +403.84%
Meeder Advisory Services Inc. 2,162 9,656 +7,494 +346.62%
First American Trust FSB 3,269 14,024 +10,755 +329.00%
Element Wealth LLC 117 370 +253 +216.24%
Claro Advisors LLC 4,050 11,783 +7,733 +190.94%
Clearview Wealth Advisors LLC 6,389 16,776 +10,387 +162.58%
Nelson Van Denburg & Campbell Wealth Management Group LLC 502 1,182 +680 +135.46%
Greenwood Capital Associates LLC 20,248 46,733 +26,485 +130.80%
Sandy Spring Bank 495 1,067 +572 +115.56%
Sigma Planning Corp 7,063 14,955 +7,892 +111.74%
FSC Wealth Advisors LLC 755 1,594 +839 +111.13%
Commerce Bank 81,313 171,670 +90,357 +111.12%
Signaturefd LLC 84 170 +86 +102.38%
WCG Wealth Advisors LLC 19,029 37,841 +18,812 +98.86%
Keystone Wealth Services LLC 6,401 12,544 +6,143 +95.97%
Fortis Advisors LLC 364 653 +289 +79.40%
Savvy Advisors Inc. 11,072 19,469 +8,397 +75.84%
TIAA Trust National Association 156,322 274,544 +118,222 +75.63%
Stock Yards Bank & Trust Co. 27,886 47,588 +19,702 +70.65%
CWM LLC 1,054,330 1,793,353 +739,023 +70.09%
Empire Life Investments Inc. 17,336 27,936 +10,600 +61.14%
Cyndeo Wealth Partners LLC 7,177 11,459 +4,282 +59.66%
Theory Financial LLC 6,764 10,506 +3,742 +55.32%
Sutton Place Investors LLC 6,965 10,653 +3,688 +52.95%
CIBC World Markets Inc. 4,757 7,157 +2,400 +50.45%
Fermata Advisors LLC 2,845 4,206 +1,361 +47.84%
Natixis Advisors L.P. 147,240 215,230 +67,990 +46.18%
Newbridge Financial Services Group Inc. 11 16 +5 +45.45%
Montag & Caldwell LLC 3,002 4,353 +1,351 +45.00%
Harbor Investment Advisory LLC 269 389 +120 +44.61%
Householder Group Estate & Retirement Specialist LLC 26 37 +11 +42.31%
Montecito Bank & Trust 3,906 5,486 +1,580 +40.45%
Farmers & Merchants Trust Co of Chambersburg PA 1,260 1,744 +484 +38.41%
Concurrent Investment Advisors LLC 8,782 12,128 +3,346 +38.10%
Lakeview Capital Partners LLC 24,468 33,785 +9,317 +38.08%
Sound Income Strategies LLC 4,014 5,532 +1,518 +37.82%
Hutchens & Kramer Investment Management Group LLC 8,028 10,968 +2,940 +36.62%
Twin Peaks Wealth Advisors LLC 11,313 15,313 +4,000 +35.36%
Atlas Private Wealth Management 27,143 36,277 +9,134 +33.65%
Signal Advisors Wealth LLC 23,792 31,784 +7,992 +33.59%
Clayton Financial Group LLC 11,911 15,872 +3,961 +33.25%
Lincoln National Corp 38,636 50,466 +11,830 +30.62%
Strategic Financial Concepts LLC 18,180 23,423 +5,243 +28.84%
Hazlett Burt & Watson Inc. 1,152 1,484 +332 +28.82%
Vertex Planning Partners LLC 9,900 12,733 +2,833 +28.62%
JFS Wealth Advisors LLC 1,170 1,503 +333 +28.46%
Trustmark National Bank Trust Department 14,059 18,059 +4,000 +28.45%
True Vision MN LLC 28,992 37,214 +8,222 +28.36%
Perigon Wealth Management LLC 55,631 70,852 +15,221 +27.36%
Magnus Financial Group LLC 2,787 3,486 +699 +25.08%
Verus Capital Partners LLC 19,511 24,334 +4,823 +24.72%
Embree Financial Group 25,134 31,227 +6,093 +24.24%
Raleigh Capital Management Inc. 7,332 9,093 +1,761 +24.02%
Cary Street Partners Investment Advisory LLC 267,342 323,584 +56,242 +21.04%
Resurgent Financial Advisors LLC 4,256 5,147 +891 +20.94%
O Shaughnessy Asset Management LLC 3,829 4,581 +752 +19.64%
Horan Securities Inc. 6,918 8,256 +1,338 +19.34%
Affinity Capital Advisors LLC 108,707 129,564 +20,857 +19.19%
Certus Wealth Management LLC 46,560 55,394 +8,834 +18.97%
Beacon Financial Group 5,702 6,780 +1,078 +18.91%
Garrett Investment Advisors LLC 2,570 3,044 +474 +18.44%
MAI Capital Management 3,646 4,291 +645 +17.69%
Stratos Wealth Partners LTD. 8,579 10,081 +1,502 +17.51%
Wambolt & Associates LLC 16,996 19,952 +2,956 +17.39%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 69,483 81,005 +11,522 +16.58%
Stonebrook Private Inc. 79,085 91,901 +12,816 +16.21%
Johnson Investment Counsel Inc. 65,496 75,670 +10,174 +15.53%
Betterment LLC 8,919 10,284 +1,365 +15.30%
Franklin Resources Inc. 74,908 86,301 +11,393 +15.21%
Facet Wealth Inc. 957,665 1,102,835 +145,170 +15.16%
Main Street Financial Solutions LLC 3,309 3,797 +488 +14.75%
UMA Financial Services Inc. 82,323 94,366 +12,043 +14.63%
Strata Wealth Advisors LLC 20,138 23,049 +2,911 +14.46%
RHS Financial LLC 4,332 4,929 +597 +13.78%
Latitude Advisors LLC 5,412 6,150 +738 +13.64%
Mayflower Financial Advisors LLC 31,651 35,877 +4,226 +13.35%
Raymond James Financial Services Advisors Inc. 185,426 209,773 +24,347 +13.13%
Stone Point Wealth LLC 6,515 7,353 +838 +12.86%
Ehrlich Financial Group 20,367 22,983 +2,616 +12.84%
Dentgroup LLC 5,258 5,929 +671 +12.76%
Geneos Wealth Management Inc. 26,195 29,521 +3,326 +12.70%
Financial Perspectives Inc 3,419 3,852 +433 +12.66%
Avaii Wealth Management LLC 2,129 2,393 +264 +12.40%
Valley National Advisers Inc. 11,591 13,014 +1,423 +12.28%
Aspire Private Capital LLC 6,690 7,469 +779 +11.64%
Channel Wealth LLC 24,987 27,798 +2,811 +11.25%
Stratos Wealth Advisors LLC 39,248 43,464 +4,216 +10.74%
First Heartland Consultants Inc. 3,885 4,300 +415 +10.68%
EQ LLC 60,309 66,610 +6,301 +10.45%
Journey Strategic Wealth LLC 35,065 38,607 +3,542 +10.10%
Lane & Associates LLC 42,476 46,722 +4,246 +10.00%
JPMorgan Chase & Co. 4,412,339 4,851,515 +439,176 +9.95%
Lodestar Private Asset Management LLC 62,231 68,416 +6,185 +9.94%
Patriot Financial Group Insurance Agency LLC 7,654 8,406 +752 +9.82%
Austin Private Wealth LLC 293,950 322,329 +28,379 +9.65%
Quent Capital LLC 373,946 408,504 +34,558 +9.24%
Bank of New York Mellon Corp 778,215 849,321 +71,106 +9.14%
Madrona Financial Services LLC 44,128 48,120 +3,992 +9.05%
BIP Wealth LLC 10,777 11,747 +970 +9.00%
U.S. Capital Wealth Advisors LLC 14,813 16,131 +1,318 +8.90%
JB Capital LLC 441,566 479,939 +38,373 +8.69%
LGT Financial Advisors LLC 2,867 3,111 +244 +8.51%
Dynamic Advisor Solutions LLC 2,984 3,237 +253 +8.48%
Proequities Inc. 60,777 65,926 +5,149 +8.47%
WealthPLAN Partners LLC 17,201 18,642 +1,441 +8.38%
Argent Trust Co 2,597 2,805 +208 +8.01%
Courier Capital LLC 40,417 43,638 +3,221 +7.97%
Atria Wealth Solutions Inc. 240,772 259,906 +19,134 +7.95%
Envestnet Portfolio Solutions Inc. 2,155,802 2,326,070 +170,268 +7.90%
Bay Harbor Wealth Management LLC 44,780 48,300 +3,520 +7.86%
US Bancorp DE 1,527,570 1,645,613 +118,043 +7.73%
Beacon Bridge Wealth Partners LLC 21,060 22,644 +1,584 +7.52%
BCU Wealth Advisors LLC 8,275 8,883 +608 +7.35%
Parallel Advisors LLC 7,762 8,331 +569 +7.33%
Napatree Capital LLC 20,056 21,525 +1,469 +7.32%
Patten Group Inc. 25,759 27,642 +1,883 +7.31%
Steel Peak Wealth Management LLC 107,992 115,880 +7,888 +7.30%
Cary Street Partners Asset Management LLC 56,617 60,744 +4,127 +7.29%
Fountainhead AM LLC 134,446 144,163 +9,717 +7.23%
Fonville Wealth Management LLC 2,500 2,680 +180 +7.20%
SigFig Wealth Management LLC 36,909 39,517 +2,608 +7.07%
Sovereign Financial Group Inc. 8,165 8,742 +577 +7.07%
Park Avenue Securities LLC 1,585,475 1,696,229 +110,754 +6.99%
NBC Securities Inc. 22,713 24,268 +1,555 +6.85%
Creative Planning 66,022 70,459 +4,437 +6.72%
Wealthfront Advisers LLC 5,714 6,092 +378 +6.62%
Cook Wealth Management Group LLC 10,043 10,692 +649 +6.46%
Simplicity Wealth LLC 85,517 90,956 +5,439 +6.36%
MorganRosel Wealth Management LLC 44,623 47,450 +2,827 +6.34%
Firethorn Wealth Partners LLC 33,832 35,917 +2,085 +6.16%
Pinnacle Financial Partners Inc. 67,571 71,567 +3,996 +5.91%
Girard Partners LTD. 7,911 8,372 +461 +5.83%
LPL Financial LLC 4,174,062 4,415,484 +241,422 +5.78%
First Foundation Advisors 11,564 12,231 +667 +5.77%
Lantz Financial LLC 23,300 24,635 +1,335 +5.73%
WealthShield Partners LLC 55,931 59,133 +3,202 +5.72%
West Wealth Group LLC 110,971 117,173 +6,202 +5.59%
Centurion Wealth Management LLC 24,512 25,874 +1,362 +5.56%
Sharkey Howes & Javer 135,610 143,130 +7,520 +5.55%
OMNI 360 Wealth Inc. 10,979 11,561 +582 +5.30%
Envestnet Asset Management Inc. 16,052,758 16,899,577 +846,819 +5.28%
Rogco LP 496 522 +26 +5.24%
Janney Montgomery Scott LLC 895,622 941,440 +45,818 +5.12%
Horst & Graben Wealth Management LLC 123,336 129,651 +6,315 +5.12%
UBS Group AG 917,555 963,964 +46,409 +5.06%
MA Private Wealth 220,532 231,576 +11,044 +5.01%
Signature Securities Group Corporation 2,785 2,923 +138 +4.96%
Resources Investment Advisors LLC. 627,695 658,820 +31,125 +4.96%
Forthright Family Wealth Advisory LLC 41,542 43,591 +2,049 +4.93%
Merit Financial Group LLC 101,811 106,760 +4,949 +4.86%
Financial Synergies Wealth Advisors Inc. 390,797 409,522 +18,725 +4.79%
Advisory Services Network LLC 56,399 59,093 +2,694 +4.78%
Provident Wealth Management LLC 13,799 14,453 +654 +4.74%
Foundations Investment Advisors LLC 406,889 425,236 +18,347 +4.51%
Eudaimonia Partners LLC 15,360 16,048 +688 +4.48%
KMG Fiduciary Partners LLC 69,479 72,574 +3,095 +4.45%
NewEdge Wealth LLC 5,547 5,790 +243 +4.38%
Absolute Capital Management LLC 5,765 6,011 +246 +4.27%
Wealth Alliance 69,704 72,637 +2,933 +4.21%
Parkside Financial Bank & Trust 33,912 35,324 +1,412 +4.16%
Diversified LLC 12,705 13,233 +528 +4.16%
Gratus Capital LLC 97,555 101,570 +4,015 +4.12%
Private Portfolio Partners LLC 97,338 101,352 +4,014 +4.12%
Kestra Private Wealth Services LLC 71,746 74,602 +2,856 +3.98%
Richardson Capital Management LLC 581 604 +23 +3.96%
McKinley Carter Wealth Services Inc. 263,222 273,602 +10,380 +3.94%
Csenge Advisory Group 28,723 29,849 +1,126 +3.92%
Tocqueville Asset Management L.P. 5,385 5,595 +210 +3.90%
Truist Financial Corp 324,646 337,192 +12,546 +3.86%
United Asset Strategies Inc. 12,396 12,874 +478 +3.86%
Marks Group Wealth Management Inc 49,296 51,166 +1,870 +3.79%
Sowell Financial Services LLC 23,783 24,648 +865 +3.64%
Watchman Group Inc. 7,334 7,591 +257 +3.50%
IFG Advisory LLC 18,073 18,695 +622 +3.44%
Crestone Asset Management LLC 33,179 34,315 +1,136 +3.42%
Cornerstone Wealth Advisors Inc. 6,952 7,185 +233 +3.35%
Huntington National Bank 32,877 33,962 +1,085 +3.30%
Eudaimonia Advisors LLC 4,446 4,589 +143 +3.22%
Nwam LLC 9,344 9,644 +300 +3.21%
Hoxton Planning & Management LLC 39,899 41,161 +1,262 +3.16%
Baker Avenue Asset Management LP 401,224 413,492 +12,268 +3.06%
James Investment Research Inc. 6,363 6,555 +192 +3.02%
Spire Wealth Management 43,718 45,005 +1,287 +2.94%
Consilio Wealth Advisors LLC 143,526 147,705 +4,179 +2.91%
J.W. Cole Advisors Inc. 26,888 27,655 +767 +2.85%
BlackRock Inc. 1,891,301 1,944,786 +53,485 +2.83%
SILVER OAK SECURITIES Inc 18,153 18,664 +511 +2.81%
First Horizon Advisors Inc. 51,261 52,682 +1,421 +2.77%
Blair William & Co. IL 133,043 136,710 +3,667 +2.76%
TNF LLC 97,676 100,352 +2,676 +2.74%
Axiom Advisory LLC 75,379 77,447 +2,068 +2.74%
Commonwealth Retirement Investments LLC 12,143 12,474 +331 +2.73%
Octavia Wealth Advisors LLC 263,053 269,978 +6,925 +2.63%
Logan Capital Management Inc. 1,082 1,110 +28 +2.59%
Dominguez Wealth Management Solutions Inc. 27,809 28,521 +712 +2.56%
Avantax Advisory Services Inc. 308,339 315,748 +7,409 +2.40%
Creative Financial Designs Inc. ADV 152,488 156,025 +3,537 +2.32%
Tradition Wealth Management LLC 27,791 28,433 +642 +2.31%
Athena Investment Management 4,337 4,437 +100 +2.31%
Hofer & Associates. Inc 27,961 28,600 +639 +2.29%
Pinnacle Wealth Planning Services Inc. 43,777 44,770 +993 +2.27%
FFG Retirement Advisors LLC 25,006 25,520 +514 +2.06%
Farmers & Merchants Investments Inc. 3,520 3,592 +72 +2.05%
LexAurum Advisors LLC 4,509 4,600 +91 +2.02%
Ifrah Financial Services Inc. 23,452 23,922 +470 +2.00%
Ledyard National Bank 3,685 3,757 +72 +1.95%
Disciplined Investments LLC 29,186 29,755 +569 +1.95%
Lwmg LLC 50,467 51,420 +953 +1.89%
First Financialcorp IN 2,161 2,201 +40 +1.85%
Arkadios Wealth Advisors 2,624 2,672 +48 +1.83%
Apeiron RIA LLC 65,575 66,751 +1,176 +1.79%
Mosley Wealth Management 29,319 29,825 +506 +1.73%
Aveo Capital Partners LLC 2,515 2,557 +42 +1.67%
Lineweaver Wealth Advisors LLC 109,665 111,437 +1,772 +1.62%
Vance Wealth Inc. 33,025 33,549 +524 +1.59%
Global Retirement Partners LLC 22,090 22,438 +348 +1.58%
Benedetti & Gucer Inc. 15,014 15,243 +229 +1.53%
9258 Wealth Management LLC 5,420 5,502 +82 +1.51%
Mather Group LLC. 17,222 17,467 +245 +1.42%
Cypress Wealth Services LLC 86,650 87,830 +1,180 +1.36%
Wells Fargo & Company MN 1,333,622 1,350,094 +16,472 +1.24%
New Republic Capital LLC 2,275 2,303 +28 +1.23%
Alerus Financial NA 5,300 5,361 +61 +1.15%
Ashton Thomas Private Wealth LLC 6,445 6,518 +73 +1.13%
Fluent Financial LLC 5,760 5,822 +62 +1.08%
DAVENPORT & Co LLC 2,412 2,437 +25 +1.04%
Shakespeare Wealth Management Inc. 195,768 197,646 +1,878 +0.96%
SOA Wealth Advisors LLC. 41,804 42,195 +391 +0.94%
Hyman Charles D 66,593 67,193 +600 +0.90%
Keystone Financial Group 3,075 3,099 +24 +0.78%
Wesbanco Bank Inc. 2,527 2,546 +19 +0.75%
Derbend Asset Management 54,098 54,491 +393 +0.73%
Trust Point Inc. 5,096 5,132 +36 +0.71%
Madison Wealth Partners Inc 2,759 2,778 +19 +0.69%
Meridian Wealth Management LLC 8,796 8,855 +59 +0.67%
Buckingham Strategic Wealth LLC 46,102 46,400 +298 +0.65%
Paladin Advisory Group LLC 18,112 18,227 +115 +0.63%
Aspire Capital Advisors LLC 3,590 3,612 +22 +0.61%
Obsidian Personal Planning Solutions LLC 52,286 52,607 +321 +0.61%
Vantage Financial Partners LLC 8,025 8,073 +48 +0.60%
Rappaport Reiches Capital Management LLC 4,673 4,700 +27 +0.58%
Spectrum Wealth Counsel LLC 102,464 103,053 +589 +0.57%
BEAM Asset Management LLC 15,984 16,064 +80 +0.50%
PFG Advisors 24,528 24,635 +107 +0.44%
Honkamp Krueger Financial Services Inc. 9,867 9,906 +39 +0.40%
Callan Family Office LLC 47,091 47,266 +175 +0.37%
Putnam FL Investment Management Co. 4,002 4,016 +14 +0.35%
Penobscot Investment Management Company Inc. 7,415 7,440 +25 +0.34%
Private Trust Co. NA 9,570 9,602 +32 +0.33%
Greenleaf Trust 148,670 149,054 +384 +0.26%
Van Hulzen Asset Management LLC 67,736 67,882 +146 +0.22%
RTD Financial Advisors Inc. 205,874 206,293 +419 +0.20%
Wakefield Asset Management LLLP 141,030 141,193 +163 +0.12%
Financial Advisory Service Inc. 376,604 376,906 +302 +0.08%
13F Filers Reporting New Positions In EFG
Wiley BROS. Aintree Capital LLC 0 4,069 +4,069 +100%
Caldwell Sutter Capital Inc. 0 35 +35 +100%
Renaissance Technologies LLC 0 10,100 +10,100 +100%
CIBC Private Wealth Group LLC 0 2,337 +2,337 +100%
Susquehanna International Group LLP 0 177,873 +177,873 +100%
Diversified Trust Co 0 5,366 +5,366 +100%
West Coast Financial LLC 0 2,050 +2,050 +100%
Kessler Investment Group LLC 0 250 +250 +100%
Community Financial Services Group LLC 0 3,312 +3,312 +100%
NewSquare Capital LLC 0 40 +40 +100%
Addison Capital Co 0 5,197 +5,197 +100%
Riverview Trust Co 0 248 +248 +100%
JJJ Advisors Inc. 0 382 +382 +100%
BTC Capital Management Inc. 0 11,025 +11,025 +100%
Koshinski Asset Management Inc. 0 4,005 +4,005 +100%
Pointe Capital Management LLC 0 2,020 +2,020 +100%
Sugarloaf Wealth Management LLC 0 297 +297 +100%
Russell Investments Group Ltd. 0 6 +6 +100%
Moneywise Inc. 0 3,369 +3,369 +100%
Avestar Capital LLC 0 35,694 +35,694 +100%
Braun Bostich & Associates Inc. 0 8,112 +8,112 +100%
Portfolio Strategies Inc. 0 13,470 +13,470 +100%
Delta Investment Management LLC 0 2,160 +2,160 +100%
Summit Financial LLC 0 2,127 +2,127 +100%
Liberty Wealth Management LLC 0 35,948 +35,948 +100%
ESL Trust Services LLC 0 77 +77 +100%
LifeSteps Financial Inc. 0 256 +256 +100%
Resonant Capital Advisors LLC 0 4,305 +4,305 +100%
TCG Advisory Services LLC 0 2,217 +2,217 +100%
Strategic Equity Management 0 4,761 +4,761 +100%
Canvas Wealth Advisors LLC 0 5,425 +5,425 +100%
Wescott Financial Advisory Group LLC 0 5,298 +5,298 +100%
Lifeworks Advisors LLC 0 6,509 +6,509 +100%
SJS Investment Consulting Inc. 0 73 +73 +100%
DGS Capital Management LLC 0 7,414 +7,414 +100%
Integral Investment Advisors Inc. 0 4,605 +4,605 +100%
Eagle Strategies LLC 0 28,281 +28,281 +100%
Cobblestone Asset Management LLC 0 46,873 +46,873 +100%
QRG Capital Management Inc. 0 2,871 +2,871 +100%
Modern Wealth Management LLC 0 4,439 +4,439 +100%
Northwest Financial Advisors 0 2,454 +2,454 +100%
Focus Financial Network Inc. 0 54,524 +54,524 +100%
Diversify Advisory Services LLC 0 30,625 +30,625 +100%
Hilltop National Bank 0 3,875 +3,875 +100%
Rockport Wealth LLC 0 2,020 +2,020 +100%
13F Filers With Unchanged Share Count
Associated Banc Corp 5,282 5,282 UNCH 0.00%
Townsend Asset Management Corp NC ADV 63 63 UNCH 0.00%
Citizens Financial Group Inc RI 3,670 3,670 UNCH 0.00%
Conning Inc. 11,731 11,731 UNCH 0.00%
Highland Capital Management LLC 4,271 4,271 UNCH 0.00%
Sage Financial Group Inc. 7,035 7,035 UNCH 0.00%
Salem Investment Counselors Inc. 132 132 UNCH 0.00%
National Bank of Canada FI 599 599 UNCH 0.00%
Baldwin Brothers Inc. MA 290 290 UNCH 0.00%
Optimum Investment Advisors 447 447 UNCH 0.00%
Bessemer Group Inc. 1,100 1,100 UNCH 0.00%
Adirondack Trust Co. 768 768 UNCH 0.00%
WASHINGTON TRUST Co 10,594 10,594 UNCH 0.00%
Webster Bank N. A. 1,295 1,295 UNCH 0.00%
Whittier Trust Co. 900 900 UNCH 0.00%
Oxford Financial Group Ltd. 7,426 7,426 UNCH 0.00%
Ironwood Investment Counsel LLC 13,893 13,893 UNCH 0.00%
Regis Management CO LLC 2,465 2,465 UNCH 0.00%
Blue Bell Private Wealth Management LLC 61 61 UNCH 0.00%
Indiana Trust & Investment Management CO 711 711 UNCH 0.00%
Mycio Wealth Partners LLC 8,031 8,031 UNCH 0.00%
Dorsey & Whitney Trust CO LLC 42,199 42,199 UNCH 0.00%
Morris Financial Concepts Inc. 125 125 UNCH 0.00%
Choate Investment Advisors 6,025 6,025 UNCH 0.00%
Birch Hill Investment Advisors LLC 5,373 5,373 UNCH 0.00%
Plante Moran Financial Advisors LLC 2,307 2,307 UNCH 0.00%
Asset Dedication LLC 166 166 UNCH 0.00%
Chicago Partners Investment Group LLC 7,933 7,933 UNCH 0.00%
Waldron Private Wealth LLC 2,355 2,355 UNCH 0.00%
Tortoise Investment Management LLC 100 100 UNCH 0.00%
Family Firm Inc. 2,811 2,811 UNCH 0.00%
Colony Family Offices LLC 4,828 4,828 UNCH 0.00%
Capital Investment Advisory Services LLC 46 46 UNCH 0.00%
Clarius Group LLC 2,505 2,505 UNCH 0.00%
Schneider Downs Wealth Management Advisors LP 6,984 6,984 UNCH 0.00%
Bristlecone Advisors LLC 3,287 3,287 UNCH 0.00%
Institutional & Family Asset Management LLC 321 321 UNCH 0.00%
Harbour Capital Advisors LLC 5,906 5,906 UNCH 0.00%
Connecticut Wealth Management LLC 4,028 4,028 UNCH 0.00%
Mascoma Wealth Management LLC 769 769 UNCH 0.00%
Level Four Advisory Services LLC 5,456 5,456 UNCH 0.00%
Wsfs Capital Management LLC 6,992 6,992 UNCH 0.00%
Pinnacle Bank 883 883 UNCH 0.00%
EverSource Wealth Advisors LLC 5,314 5,314 UNCH 0.00%
FLC Capital Advisors 3,152 3,152 UNCH 0.00%
White Lighthouse Investment Management Inc. 2,832 2,832 UNCH 0.00%
Sanctuary Wealth Management L.L.C. 6 6 UNCH 0.00%
Global Trust Asset Management LLC 6 6 UNCH 0.00%
Northwest Capital Management Inc 63 63 UNCH 0.00%
Independence Bank of Kentucky 6,596 6,596 UNCH 0.00%
APCM Wealth Management for Individuals 145 145 UNCH 0.00%
Centerpoint Advisors LLC 4 4 UNCH 0.00%
Versant Capital Management Inc 43 43 UNCH 0.00%
Castleview Partners LLC 70 70 UNCH 0.00%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 17,200 17,200 UNCH 0.00%
Retirement Group LLC 58 58 UNCH 0.00%
Gables Capital Management Inc. 5,007 5,007 UNCH 0.00%
Essex Savings Bank 3,265 3,265 UNCH 0.00%
Laurel Wealth Advisors LLC 3,269 3,269 UNCH 0.00%
Hardy Reed LLC 13,470 13,470 UNCH 0.00%
Burkett Financial Services LLC 9 9 UNCH 0.00%
CRA Financial Services LLC 2,266 2,266 UNCH 0.00%
Wolff Financial Management LLC 4,168 4,168 UNCH 0.00%
ERn Financial LLC 2,462 2,462 UNCH 0.00%
Ieq Capital LLC 8,066 8,066 UNCH 0.00%
Tranquility Partners LLC 3,945 3,945 UNCH 0.00%
Hoey Investments Inc. 1,370 1,370 UNCH 0.00%
PFG Private Wealth Management LLC 123 123 UNCH 0.00%
Tsfg LLC 661 661 UNCH 0.00%
CVA Family Office LLC 371 371 UNCH 0.00%
HighMark Wealth Management LLC 542 542 UNCH 0.00%
Goodwin Investment Advisory 2,060 2,060 UNCH 0.00%
Ballast Advisors LLC 781 781 UNCH 0.00%
Center for Financial Planning Inc. 110 110 UNCH 0.00%
Sage Mountain Advisors LLC 1,706 1,706 UNCH 0.00%
Addison Advisors LLC 1,503 1,503 UNCH 0.00%
Orin Green Financial LLC 2,560 2,560 UNCH 0.00%
Taylor & Morgan Wealth Management LLC 2,215 2,215 UNCH 0.00%
DHJJ Financial Advisors Ltd. 79 79 UNCH 0.00%
Sittner & Nelson LLC 30 30 UNCH 0.00%
Bradley & Co. Private Wealth Management LLC 422 422 UNCH 0.00%
Allspring Global Investments Holdings LLC 530 530 UNCH 0.00%
Atlantic Private Wealth LLC 639 639 UNCH 0.00%
My Personal CFO LLC 2,476 2,476 UNCH 0.00%
Angeles Wealth Management LLC 972 972 UNCH 0.00%
Armstrong Advisory Group Inc. 1,967 1,967 UNCH 0.00%
Ruedi Wealth Management Inc. 286 286 UNCH 0.00%
Coston McIsaac & Partners 480 480 UNCH 0.00%
VitalStone Financial LLC 6 6 UNCH 0.00%
Noble Family Wealth LLC 7,160 7,160 UNCH 0.00%
Cherry Tree Wealth Management LLC 31 31 UNCH 0.00%
Armstrong Fleming & Moore Inc 8,371 8,371 UNCH 0.00%
Frazier Financial Advisors LLC 568 568 UNCH 0.00%
Urban Financial Advisory Corp 3,651 3,651 UNCH 0.00%
Turtle Creek Wealth Advisors LLC 18,016 18,016 UNCH 0.00%
Wetzel Investment Advisors Inc. 260 260 UNCH 0.00%
Bartlett & CO. Wealth Management LLC 72 72 UNCH 0.00%
GAMMA Investing LLC 4 4 UNCH 0.00%
Sachetta LLC 5,131 5,131 UNCH 0.00%
Atlantic Edge Private Wealth Management LLC 345 345 UNCH 0.00%
Foster Dykema Cabot & Partners LLC 84 84 UNCH 0.00%
FF Advisors LLC 2,100 2,100 UNCH 0.00%
WealthCollab LLC 164 164 UNCH 0.00%
13F Filers Decreasing EFG Share Count
Financial Gravity Asset Management Inc. 286,360 2,519 -283,841 -99.12%
Bogart Wealth LLC 34,446 4,199 -30,247 -87.81%
Advisory Alpha LLC 44,852 6,712 -38,140 -85.04%
Advisor Group Holdings Inc. 1,574,975 346,790 -1,228,185 -77.98%
Pathstone Holdings LLC 145,464 32,051 -113,413 -77.97%
Financial Advocates Investment Management 19,986 5,293 -14,693 -73.52%
LVW Advisors LLC 48,130 15,335 -32,795 -68.14%
Fifth Third Bancorp 2,352 765 -1,587 -67.47%
Atomi Financial Group Inc. 32,818 11,857 -20,961 -63.87%
Concord Wealth Partners 270 99 -171 -63.33%
Personal CFO Solutions LLC 5,847 2,352 -3,495 -59.77%
Western Wealth Management LLC 8,125 3,411 -4,714 -58.02%
James J. Burns & Company LLC 9,152 4,237 -4,915 -53.70%
Haverford Trust Co. 5,845 3,040 -2,805 -47.99%
Park Place Capital Corp 785 437 -348 -44.33%
Advocacy Wealth Management Services LLC 215,681 123,548 -92,133 -42.72%
Verdence Capital Advisors LLC 18,499 10,849 -7,650 -41.35%
Palisade Asset Management LLC 13,567 8,032 -5,535 -40.80%
Paces Ferry Wealth Advisors LLC 27,889 16,817 -11,072 -39.70%
Allworth Financial LP 11,619 7,077 -4,542 -39.09%
Aspire Wealth Management Corp 11,650 7,147 -4,503 -38.65%
Ronald Blue Trust Inc. 168,101 103,673 -64,428 -38.33%
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors 10,313 6,504 -3,809 -36.93%
Fisher Asset Management LLC 5,090 3,254 -1,836 -36.07%
Tritonpoint Wealth LLC 4,081 2,658 -1,423 -34.87%
Sequoia Financial Advisors LLC 12,617 8,453 -4,164 -33.00%
Cornerstone Planning Group LLC 6,201 4,246 -1,955 -31.53%
Baker Tilly Financial LLC 10,263 7,129 -3,134 -30.54%
International Assets Investment Management LLC 6,638 4,631 -2,007 -30.24%
McGlone Suttner Wealth Management Inc. 4,668 3,306 -1,362 -29.18%
W.H. Cornerstone Investments Inc. 13,045 9,568 -3,477 -26.65%
Brookstone Capital Management 82,847 61,557 -21,290 -25.70%
Rosenberg Matthew Hamilton 5,201 3,875 -1,326 -25.50%
D.A. Davidson & CO. 29,023 21,790 -7,233 -24.92%
SOL Capital Management CO 16,830 12,730 -4,100 -24.36%
Benjamin F. Edwards & Company Inc. 18,729 14,233 -4,496 -24.01%
Pallas Capital Advisors LLC 13,055 10,032 -3,023 -23.16%
Western Financial Corp CA 3,427 2,696 -731 -21.33%
Phillips Financial Management LLC 255 201 -54 -21.18%
Actinver Wealth Management Inc. 6,402 5,052 -1,350 -21.09%
Dohj LLC 23,129 18,397 -4,732 -20.46%
TAP Consulting LLC 3,716 2,957 -759 -20.43%
FinTrust Capital Advisors LLC 3,036 2,445 -591 -19.47%
Apollon Wealth Management LLC 24,906 20,082 -4,824 -19.37%
Mutual Advisors LLC 41,586 33,869 -7,717 -18.56%
Sontag Advisory LLC 7,968 6,495 -1,473 -18.49%
Monticello Wealth Management LLC 109,493 89,749 -19,744 -18.03%
Waller Financial Planning Group Inc. 58,740 48,659 -10,081 -17.16%
NorthRock Partners LLC 13,169 10,950 -2,219 -16.85%
Beverly Hills Private Wealth LLC 4,501 3,748 -753 -16.73%
Arlington Trust Co LLC 174 145 -29 -16.67%
Revolve Wealth Partners LLC 55,758 46,474 -9,284 -16.65%
Assetmark Inc. 25,043 20,973 -4,070 -16.25%
Orion Portfolio Solutions LLC 140,783 118,510 -22,273 -15.82%
Leisure Capital Management 5,368 4,521 -847 -15.78%
Patton Albertson Miller Group LLC 42,247 35,604 -6,643 -15.72%
Forte Asset Management LLC 61,930 52,561 -9,369 -15.13%
Rockland Trust Co. 6,062 5,158 -904 -14.91%
Market Street Wealth Management Advisors LLC 29,901 25,587 -4,314 -14.43%
One Wealth Advisors LLC 129,689 111,027 -18,662 -14.39%
TrueWealth Advisors LLC 4,239 3,636 -603 -14.23%
Wrapmanager Inc. 4,528 3,890 -638 -14.09%
Savant Capital LLC 43,588 37,522 -6,066 -13.92%
M&T Bank Corp 968,747 835,998 -132,749 -13.70%
Wealthcare Advisory Partners LLC 8,626 7,490 -1,136 -13.17%
Financial Partners Group Inc 3,400 2,960 -440 -12.94%
Affiance Financial LLC 39,247 34,192 -5,055 -12.88%
Kingswood Wealth Advisors LLC 9,281 8,144 -1,137 -12.25%
Moisand Fitzgerald Tamayo LLC 1,208 1,060 -148 -12.25%
Macroview Investment Management LLC 10,216 8,988 -1,228 -12.02%
Fifth Third Securities Inc. 4,128 3,638 -490 -11.87%
First Pacific Financial 46,257 41,246 -5,011 -10.83%
Cypress Capital Group 9,754 8,715 -1,039 -10.65%
Gradient Investments LLC 381 342 -39 -10.24%
Boston Financial Mangement LLC 5,543 4,982 -561 -10.12%
Cortland Associates Inc. MO 2,906 2,614 -292 -10.05%
UMB Bank N A MO 4,529 4,079 -450 -9.94%
Capital Asset Advisory Services LLC 3,551 3,199 -352 -9.91%
BlackDiamond Wealth Management Inc. 30,706 27,687 -3,019 -9.83%
Global Wealth Strategies & Associates 3,851 3,473 -378 -9.82%
InterOcean Capital Group LLC 10,872 9,819 -1,053 -9.69%
Allegheny Financial Group LTD 9,085 8,236 -849 -9.35%
TRUE Private Wealth Advisors 13,447 12,249 -1,198 -8.91%
Pettinga Financial Advisors LLC 112,684 102,831 -9,853 -8.74%
Client 1ST Advisory Group LLC 60,268 55,023 -5,245 -8.70%
Shared Vision Wealth Group LLC 40,589 37,083 -3,506 -8.64%
Sunbelt Securities Inc. 1,180 1,079 -101 -8.56%
Means Investment CO. Inc. 2,685 2,457 -228 -8.49%
Raymond James & Associates 376,587 344,683 -31,904 -8.47%
Financial Engines Advisors L.L.C. 2,625 2,403 -222 -8.46%
TD Capital Management LLC 3,929 3,605 -324 -8.25%
Financial Counselors Inc. 15,262 14,005 -1,257 -8.24%
Collective Family Office LLC 9,255 8,505 -750 -8.10%
Fragasso Group Inc. 23,572 21,672 -1,900 -8.06%
Doliver Advisors LP 4,562 4,198 -364 -7.98%
Great Valley Advisor Group Inc. 21,576 19,931 -1,645 -7.62%
Valeo Financial Advisors LLC 12,865 11,885 -980 -7.62%
Raymond James Trust N.A. 11,626 10,740 -886 -7.62%
Global Wealth Management Investment Advisory Inc. 10,927 10,095 -832 -7.61%
Northern Oak Wealth Management Inc. 10,665 9,865 -800 -7.50%
Cambridge Investment Research Advisors Inc. 228,186 211,232 -16,954 -7.43%
Berger Financial Group Inc 25,083 23,291 -1,792 -7.14%
Citigroup Inc. 70,780 65,889 -4,891 -6.91%
ONE Advisory Partners LLC 87,527 81,505 -6,022 -6.88%
Security Financial Services INC. 27,892 26,013 -1,879 -6.74%
RPg Family Wealth Advisory LLC 3,129 2,920 -209 -6.68%
HighTower Advisors LLC 237,707 222,081 -15,626 -6.57%
Covenant Partners LLC 275,340 257,381 -17,959 -6.52%
Holistic Planning LLC 2,238 2,095 -143 -6.39%
Quadcap Wealth Management LLC 9,256 8,670 -586 -6.33%
Total Wealth Planning LLC 15,882 14,882 -1,000 -6.30%
RCS Financial Planning LLC 20,293 19,036 -1,257 -6.19%
Lmcg Investments LLC 7,167 6,726 -441 -6.15%
Impact Partnership Wealth LLC 814 764 -50 -6.14%
JNBA Financial Advisors 44,312 41,742 -2,570 -5.80%
Advisors Capital Management LLC 15,204 14,349 -855 -5.62%
Private Advisor Group LLC 57,956 54,707 -3,249 -5.61%
GHP Investment Advisors Inc. 11,694 11,052 -642 -5.49%
Strategy Asset Managers LLC 2,322 2,195 -127 -5.47%
Oppenheimer & Co. Inc. 9,911 9,381 -530 -5.35%
Cooper Financial Group 8,537 8,088 -449 -5.26%
TSA Wealth Managment LLC 79,604 75,501 -4,103 -5.15%
Evanson Asset Management LLC 3,610 3,428 -182 -5.04%
Ausdal Financial Partners Inc. 2,506 2,380 -126 -5.03%
Kowal Investment Group LLC 33,975 32,270 -1,705 -5.02%
Syntegra Private Wealth Group LLC 3,730 3,543 -187 -5.01%
Continuum Advisory LLC 2,976 2,828 -148 -4.97%
STA Wealth Management LLC 26,035 24,758 -1,277 -4.90%
Glass Jacobson Investment Advisors llc 1,732 1,648 -84 -4.85%
Financial Life Advisors 95,803 91,244 -4,559 -4.76%
Midland Wealth Advisors LLC 5,275 5,025 -250 -4.74%
Adviser Investments LLC 196,092 186,928 -9,164 -4.67%
CI Private Wealth LLC 309,492 295,286 -14,206 -4.59%
Alera Investment Advisors LLC 219,037 209,015 -10,022 -4.58%
Neumann Capital Management LLC 2,329 2,227 -102 -4.38%
Marino Stram & Associates LLC 2,155 2,064 -91 -4.22%
Summit X LLC 67,591 64,784 -2,807 -4.15%
Carnegie Capital Asset Management LLC 25,714 24,721 -993 -3.86%
Catalina Capital Group LLC 7,784 7,488 -296 -3.80%
MONECO Advisors LLC 9,436 9,080 -356 -3.77%
Midwest Heritage Bank FSB 7,735 7,448 -287 -3.71%
Commonwealth Equity Services LLC 618,013 595,954 -22,059 -3.57%
Foundation Wealth Management LLC 28,528 27,513 -1,015 -3.56%
Heritage Wealth Management LLC 3,395 3,278 -117 -3.45%
Mechanics Bank Trust Department 17,820 17,209 -611 -3.43%
Wealthquest Corp 47,932 46,337 -1,595 -3.33%
Legacy Wealth Asset Management LLC 2,675 2,587 -88 -3.29%
Pillar Wealth Advisors LLC 12,610 12,231 -379 -3.01%
Keel Point LLC 14,949 14,517 -432 -2.89%
Sheets Smith Wealth Management 5,554 5,394 -160 -2.88%
Veracity Capital LLC 2,097 2,037 -60 -2.86%
Massmutual Trust Co. FSB ADV 4,653 4,521 -132 -2.84%
Pachira Investments Inc. 5,115 4,972 -143 -2.80%
BOK Financial Private Wealth Inc. 78,932 76,728 -2,204 -2.79%
Wealth Enhancement Advisory Services LLC 159,661 155,313 -4,348 -2.72%
Mission Wealth Management LP 8,863 8,627 -236 -2.66%
ARK & TLK Investments LLC 18,039 17,562 -477 -2.64%
Pinnacle Associates Ltd. 11,586 11,286 -300 -2.59%
Cranbrook Wealth Management LLC 89,609 87,305 -2,304 -2.57%
Strategic Blueprint LLC 130,255 126,985 -3,270 -2.51%
Principal Securities Inc. 17,549 17,111 -438 -2.50%
Ritter Daniher Financial Advisory LLC DE 8,955 8,736 -219 -2.45%
HTLF Bank 351,734 344,045 -7,689 -2.19%
ShoreHaven Wealth Partners LLC 38,098 37,275 -823 -2.16%
FMR LLC 1,118,348 1,096,321 -22,027 -1.97%
Harbor Group Inc. 42,790 41,957 -833 -1.95%
Hobart Private Capital LLC 4,753 4,664 -89 -1.87%
CENTRAL TRUST Co 66,646 65,467 -1,179 -1.77%
Country Club Bank GFN 254,936 250,452 -4,484 -1.76%
Semus Wealth Partners LLC 3,245 3,190 -55 -1.69%
Tempus Wealth Planning LLC 10,611 10,443 -168 -1.58%
Kingsview Wealth Management LLC 8,605 8,470 -135 -1.57%
Valmark Advisers Inc. 43,661 42,982 -679 -1.56%
Larson Financial Group LLC 12,658 12,469 -189 -1.49%
Tanglewood Wealth Management Inc. 87,187 85,895 -1,292 -1.48%
Venturi Wealth Management LLC 15,192 14,968 -224 -1.47%
Clear Creek Financial Management LLC 69,383 68,374 -1,009 -1.45%
Breakwater Capital Group 31,628 31,180 -448 -1.42%
MainStreet Investment Advisors LLC 7,351 7,253 -98 -1.33%
Omega Financial Group LLC 41,295 40,756 -539 -1.31%
Cornerstone Wealth Management LLC 4,449 4,392 -57 -1.28%
Cassaday & Co Wealth Management LLC 278,736 275,222 -3,514 -1.26%
The PNC Financial Services Group Inc. 1,316,901 1,300,670 -16,231 -1.23%
Transcend Wealth Collective LLC 23,426 23,148 -278 -1.19%
Oakworth Capital Inc. 2,575 2,546 -29 -1.13%
Condor Capital Management 46,855 46,339 -516 -1.10%
Key Financial Inc 93,151 92,141 -1,010 -1.08%
Kathmere Capital Management LLC 57,705 57,113 -592 -1.03%
Lansing Street Advisors 32,873 32,538 -335 -1.02%
Rehmann Capital Advisory Group 48,472 47,986 -486 -1.00%
Checchi Capital Advisers LLC 143,749 142,416 -1,333 -0.93%
Hanlon Investment Management Inc. 5,916 5,863 -53 -0.90%
Integrated Advisors Network LLC 4,478 4,440 -38 -0.85%
Norris Perne & French LLP MI 40,197 39,870 -327 -0.81%
Sterling Financial Planning Inc. 38,775 38,478 -297 -0.77%
RSM US Wealth Management LLC 69,725 69,198 -527 -0.76%
AMG National Trust Bank 12,113 12,023 -90 -0.74%
Droms Strauss Advisors Inc. MO ADV 3,680 3,653 -27 -0.73%
Bank of Montreal Can 201,711 200,252 -1,459 -0.72%
Institute for Wealth Management LLC. 11,077 11,004 -73 -0.66%
One Capital Management LLC 28,517 28,336 -181 -0.63%
NBT Bank N A NY 252,808 251,324 -1,484 -0.59%
Goldstein Advisors LLC 2,580 2,566 -14 -0.54%
Brighton Jones LLC 53,746 53,461 -285 -0.53%
RFG Advisory LLC 99,637 99,186 -451 -0.45%
Cahill Financial Advisors Inc. 111,034 110,566 -468 -0.42%
Cardinal Strategic Wealth Guidance 198,140 197,335 -805 -0.41%
Arcadia Wealth Management LLC 10,906 10,867 -39 -0.36%
Interchange Capital Partners LLC 12,933 12,887 -46 -0.36%
W Advisors LLC 39,906 39,780 -126 -0.32%
AdvisorNet Financial Inc 27,164 27,082 -82 -0.30%
Fulton Breakefield Broenniman LLC 3,089 3,080 -9 -0.29%
HRC Wealth Management LLC 6,436 6,418 -18 -0.28%
Nicholas Hoffman & Company LLC. 60,363 60,224 -139 -0.23%
Brown Advisory Inc. 14,022 13,997 -25 -0.18%
Bedel Financial Consulting Inc. 124,677 124,478 -199 -0.16%
Beacon Financial Advisory LLC 6,213 6,205 -8 -0.13%
Staley Capital Advisers Inc. 135,983 135,843 -140 -0.10%
PAX Financial Group LLC 68,544 68,492 -52 -0.08%
Evensky & Katz LLC 8,190 8,185 -5 -0.06%
Criterion Capital Advisors LLC 1,831 1,830 -1 -0.05%
13F Filers Exiting EFG
ORG Partners LLC 69,413 0 -69,413 -100.00%
BOS Asset Management LLC 4,417 0 -4,417 -100.00%
B.O.S.S. Retirement Advisors LLC 23,815 0 -23,815 -100.00%
Fortitude Family Office LLC 237 0 -237 -100.00%
Peterson Financial Group Inc. 6,417 0 -6,417 -100.00%
Koss Olinger Consulting LLC 113,190 0 -113,190 -100.00%
Williams Financial LLC 59,989 0 -59,989 -100.00%
True Link Financial Advisors LLC 6,303 0 -6,303 -100.00%
Tennessee Valley Asset Management Partners 24 0 -24 -100.00%
Gleason Group Inc. 5 0 -5 -100.00%
Scarborough Advisors LLC 35,585 0 -35,585 -100.00%
Atlas Private Wealth Advisors 2,557 0 -2,557 -100.00%
Procyon Private Wealth Partners LLC 6,686 0 -6,686 -100.00%
Aprio Wealth Management LLC 10,102 0 -10,102 -100.00%
Lloyd Advisory Services LLC. 4,955 0 -4,955 -100.00%
Professional Financial Advisors LLC 3,095 0 -3,095 -100.00%
Aurum Wealth Management Group LLC 2,709 0 -2,709 -100.00%
Bremer Bank National Association 25,494 0 -25,494 -100.00%
SlateStone Wealth LLC 2,461 0 -2,461 -100.00%
Juncture Wealth Strategies LLC 21,776 0 -21,776 -100.00%
Dakota Wealth Management 21,785 0 -21,785 -100.00%
Focused Wealth Management Inc 13 0 -13 -100.00%
Headlands Technologies LLC 45 0 -45 -100.00%
FDx Advisors Inc. 11,376 0 -11,376 -100.00%
Cutler Group LP 500 0 -500 -100.00%
Neuberger Berman Group LLC 67,961 0 -67,961 -100.00%
Meitav Dash Investments Ltd. 3,115 0 -3,115 -100.00%
Hanson & Doremus Investment Management 29 0 -29 -100.00%
Arlington Partners LLC 145 0 -145 -100.00%
WCM Investment Management LLC 8,812 0 -8,812 -100.00%
Chilton Capital Management LLC 186 0 -186 -100.00%
Acorn Financial Advisory Services Inc. ADV 3,585 0 -3,585 -100.00%
Tompkins Financial Corp 62 0 -62 -100.00%
OLD Second National Bank of Aurora 41 0 -41 -100.00%
Toth Financial Advisory Corp 71 0 -71 -100.00%

See Summary: Institutional Holders of EFG
See Details: Top 10 Hedge Funds Holding EFG

EFG Holdings Changes | www.HoldingsChannel.com

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