Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing EL Share Count |
Exchange Traded Concepts LLC |
282 |
637 |
+355 |
+125.89% |
CVA Family Office LLC |
417 |
902 |
+485 |
+116.31% |
Financial Management Professionals Inc. |
6 |
11 |
+5 |
+83.33% |
Cooper Financial Group |
2,500 |
4,129 |
+1,629 |
+65.16% |
Slow Capital Inc. |
12,574 |
18,035 |
+5,461 |
+43.43% |
Navalign LLC |
2,375 |
3,398 |
+1,023 |
+43.07% |
Brookstone Capital Management |
3,813 |
5,429 |
+1,616 |
+42.38% |
Wealth Enhancement Advisory Services LLC |
22,307 |
30,908 |
+8,601 |
+38.56% |
GAMMA Investing LLC |
1,231 |
1,639 |
+408 |
+33.14% |
Douglas Lane & Associates LLC |
148,154 |
195,688 |
+47,534 |
+32.08% |
Park Avenue Securities LLC |
2,090 |
2,743 |
+653 |
+31.24% |
Massmutual Trust Co. FSB ADV |
320 |
402 |
+82 |
+25.62% |
Trifecta Capital Advisors LLC |
40 |
50 |
+10 |
+25.00% |
Clarius Group LLC |
2,447 |
3,046 |
+599 |
+24.48% |
CWM LLC |
3,545 |
4,326 |
+781 |
+22.03% |
GenWealth Group Inc. |
1,739 |
2,104 |
+365 |
+20.99% |
Ballentine Partners LLC |
1,407 |
1,635 |
+228 |
+16.20% |
Central Valley Advisors LLC |
6,547 |
7,568 |
+1,021 |
+15.59% |
B & T Capital Management DBA Alpha Capital Management |
11,673 |
13,336 |
+1,663 |
+14.25% |
S.E.E.D. Planning Group LLC |
56,965 |
64,993 |
+8,028 |
+14.09% |
Triangle Securities Wealth Management |
9,141 |
10,398 |
+1,257 |
+13.75% |
New Mexico Educational Retirement Board |
12,024 |
13,524 |
+1,500 |
+12.48% |
Cullen Investment Group LTD. |
7,492 |
8,287 |
+795 |
+10.61% |
Artemis Investment Management LLP |
96,557 |
104,431 |
+7,874 |
+8.15% |
Founders Financial Securities LLC |
3,092 |
3,241 |
+149 |
+4.82% |
City Holding Co. |
7,680 |
7,785 |
+105 |
+1.37% |
Stratos Wealth Partners LTD. |
10,553 |
10,691 |
+138 |
+1.31% |
Enterprise Bank & Trust Co |
4,858 |
4,903 |
+45 |
+0.93% |
Dynamic Advisor Solutions LLC |
2,055 |
2,071 |
+16 |
+0.78% |
Czech National Bank |
40,686 |
40,991 |
+305 |
+0.75% |
Gulf International Bank UK Ltd |
19,025 |
19,141 |
+116 |
+0.61% |
Gleason Group Inc. |
1,473 |
1,480 |
+7 |
+0.48% |
Webster Bank N. A. |
5,325 |
5,345 |
+20 |
+0.38% |
13F Filers Reporting New Positions In EL |
Wiley BROS. Aintree Capital LLC |
0 |
1,351 |
+1,351 |
+100% |
Stephenson National Bank & Trust |
0 |
70 |
+70 |
+100% |
Trust Co. of Toledo NA OH |
0 |
2,184 |
+2,184 |
+100% |
Canandaigua National Bank & Trust Co. |
0 |
6,964 |
+6,964 |
+100% |
First Citizens Bank & Trust Co. |
0 |
1,303 |
+1,303 |
+100% |
Arlington Partners LLC |
0 |
9,136 |
+9,136 |
+100% |
Mather Group LLC. |
0 |
1,204 |
+1,204 |
+100% |
Riverview Trust Co |
0 |
168 |
+168 |
+100% |
Perennial Advisors LLC |
0 |
14,224 |
+14,224 |
+100% |
Sound Income Strategies LLC |
0 |
5 |
+5 |
+100% |
CX Institutional |
0 |
1,577 |
+1,577 |
+100% |
Allred Capital Management LLC |
0 |
1,621 |
+1,621 |
+100% |
Rise Advisors LLC |
0 |
158 |
+158 |
+100% |
Kingswood Wealth Advisors LLC |
0 |
2,196 |
+2,196 |
+100% |
13F Filers With Unchanged Share Count |
Papp L Roy & Associates |
1,517 |
1,517 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
20 |
20 |
UNCH |
0.00% |
Baldwin Brothers Inc. MA |
1,300 |
1,300 |
UNCH |
0.00% |
Adirondack Trust Co. |
54 |
54 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
3,515 |
3,515 |
UNCH |
0.00% |
First Financial Bank Trust Division |
1,512 |
1,512 |
UNCH |
0.00% |
Indiana Trust & Investment Management CO |
350 |
350 |
UNCH |
0.00% |
Asset Dedication LLC |
6 |
6 |
UNCH |
0.00% |
Perkins Coie Trust Co |
23 |
23 |
UNCH |
0.00% |
Abacus Planning Group Inc. |
2,634 |
2,634 |
UNCH |
0.00% |
Lincoln Capital LLC |
1,560 |
1,560 |
UNCH |
0.00% |
Home Federal Bank of Tennessee |
8,678 |
8,678 |
UNCH |
0.00% |
Independence Bank of Kentucky |
1,480 |
1,480 |
UNCH |
0.00% |
Versant Capital Management Inc |
21 |
21 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
10 |
10 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
64 |
64 |
UNCH |
0.00% |
General Partner Inc. |
175 |
175 |
UNCH |
0.00% |
S.A. Mason LLC |
1,391 |
1,391 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
2,745 |
2,745 |
UNCH |
0.00% |
Walker Asset Management LLC |
2,650 |
2,650 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
20 |
20 |
UNCH |
0.00% |
Financiere des Professionnels Fonds d investissement inc. |
47,959 |
47,959 |
UNCH |
0.00% |
Peoples Bank KS |
670 |
670 |
UNCH |
0.00% |
PFS Partners LLC |
20 |
20 |
UNCH |
0.00% |
West Paces Advisors Inc. |
100 |
100 |
UNCH |
0.00% |
Voisard Asset Management Group Inc. |
150 |
150 |
UNCH |
0.00% |
13F Filers Decreasing EL Share Count |
NBC Securities Inc. |
152 |
45 |
-107 |
-70.39% |
Harbor Investment Advisory LLC |
160 |
60 |
-100 |
-62.50% |
Park National Corp OH |
6,915 |
2,746 |
-4,169 |
-60.29% |
New England Research & Management Inc. |
10,650 |
5,165 |
-5,485 |
-51.50% |
AdvisorNet Financial Inc |
112 |
59 |
-53 |
-47.32% |
Bath Savings Trust Co |
25,827 |
14,008 |
-11,819 |
-45.76% |
Sunbelt Securities Inc. |
153 |
85 |
-68 |
-44.44% |
MCF Advisors LLC |
585 |
336 |
-249 |
-42.56% |
Central Bank & Trust Co. |
737 |
471 |
-266 |
-36.09% |
Bruce G. Allen Investments LLC |
35 |
24 |
-11 |
-31.43% |
Gateway Investment Advisers LLC |
138,729 |
101,381 |
-37,348 |
-26.92% |
Salem Investment Counselors Inc. |
257 |
197 |
-60 |
-23.35% |
Banque Cantonale Vaudoise |
27,865 |
23,597 |
-4,268 |
-15.32% |
DNB Asset Management AS |
339,753 |
295,357 |
-44,396 |
-13.07% |
Acropolis Investment Management LLC |
2,988 |
2,606 |
-382 |
-12.78% |
JJJ Advisors Inc. |
160 |
140 |
-20 |
-12.50% |
Congress Asset Management Co. MA |
4,794 |
4,293 |
-501 |
-10.45% |
Salvus Wealth Management LLC |
36,419 |
33,351 |
-3,068 |
-8.42% |
Patten Group Inc. |
1,930 |
1,772 |
-158 |
-8.19% |
OLD National Bancorp IN |
3,724 |
3,495 |
-229 |
-6.15% |
Boltwood Capital Management |
1,518 |
1,428 |
-90 |
-5.93% |
Fulton Bank N.A. |
5,479 |
5,190 |
-289 |
-5.27% |
Beese Fulmer Investment Management Inc. |
1,560 |
1,495 |
-65 |
-4.17% |
Norway Savings Bank |
6,645 |
6,390 |
-255 |
-3.84% |
Hartford Investment Management Co. |
15,642 |
15,054 |
-588 |
-3.76% |
NorthCrest Asset Manangement LLC |
1,439 |
1,389 |
-50 |
-3.47% |
Bowman & Co S.C. |
2,640 |
2,563 |
-77 |
-2.92% |
Chesley Taft & Associates LLC |
3,493 |
3,393 |
-100 |
-2.86% |
Hennion & Walsh Asset Management Inc. |
7,864 |
7,683 |
-181 |
-2.30% |
Atlantic Union Bankshares Corp |
10,263 |
10,119 |
-144 |
-1.40% |
Keystone Wealth Services LLC |
1,593 |
1,580 |
-13 |
-0.82% |
13F Filers Exiting EL |
Financial Synergies Wealth Advisors Inc. |
7 |
0 |
-7 |
-100.00% |
Arlington Trust Co LLC |
9 |
0 |
-9 |
-100.00% |
Cyndeo Wealth Partners LLC |
5,472 |
0 |
-5,472 |
-100.00% |
Capricorn Fund Managers Ltd |
18,282 |
0 |
-18,282 |
-100.00% |
International Assets Investment Management LLC |
66,251 |
0 |
-66,251 |
-100.00% |
First Bank & Trust |
2,632 |
0 |
-2,632 |
-100.00% |
Atlas Capital Advisors LLC |
1,443 |
0 |
-1,443 |
-100.00% |
Liberty Capital Management Inc. |
1,789 |
0 |
-1,789 |
-100.00% |
Hudson Valley Investment Advisors Inc. ADV |
2,948 |
0 |
-2,948 |
-100.00% |