HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ESGD Share Count | ||||
| Bangor Savings Bank | 3,717 | 7,073 | +3,356 | +90.29% |
| Integrated Investment Consultants LLC | 2,736 | 3,882 | +1,146 | +41.89% |
| Garrett Investment Advisors LLC | 4,112 | 5,026 | +914 | +22.23% |
| Falcon Wealth Planning | 4,094 | 4,745 | +651 | +15.90% |
| Grimes & Company Inc. | 22,953 | 26,283 | +3,330 | +14.51% |
| Stratos Wealth Partners LTD. | 10,308 | 11,446 | +1,138 | +11.04% |
| AdvisorNet Financial Inc | 2,569 | 2,816 | +247 | +9.61% |
| Trilogy Capital Inc. | 43,402 | 47,082 | +3,680 | +8.48% |
| Appleton Partners Inc. MA | 5,151 | 5,466 | +315 | +6.12% |
| Dynamic Advisor Solutions LLC | 76,385 | 80,694 | +4,309 | +5.64% |
| Foster Group Inc. | 5,755 | 6,017 | +262 | +4.55% |
| Wealth Enhancement Advisory Services LLC | 212,183 | 221,105 | +8,922 | +4.20% |
| Private Capital Management LLC | 3,914 | 4,054 | +140 | +3.58% |
| Acropolis Investment Management LLC | 10,463 | 10,800 | +337 | +3.22% |
| Pioneer Wealth Management Group | 21,603 | 22,256 | +653 | +3.02% |
| Dohj LLC | 169,122 | 174,139 | +5,017 | +2.97% |
| Morris Financial Concepts Inc. | 2,437 | 2,509 | +72 | +2.95% |
| Omega Financial Group LLC | 12,130 | 12,439 | +309 | +2.55% |
| Pathway Financial Advisors LLC | 4,425 | 4,537 | +112 | +2.53% |
| Windsor Capital Management LLC | 158,115 | 162,041 | +3,926 | +2.48% |
| Orgel Wealth Management LLC | 72,309 | 74,081 | +1,772 | +2.45% |
| ERn Financial LLC | 8,047 | 8,239 | +192 | +2.39% |
| Richard P Slaughter Associates Inc | 3,493 | 3,575 | +82 | +2.35% |
| Brooklyn FI LLC | 15,923 | 16,271 | +348 | +2.19% |
| Parkside Advisors LLC | 32,496 | 33,206 | +710 | +2.18% |
| Mather Group LLC. | 157,592 | 160,232 | +2,640 | +1.68% |
| Halbert Hargrove Global Advisors LLC | 22,388 | 22,735 | +347 | +1.55% |
| CFM Wealth Partners LLC | 23,071 | 23,423 | +352 | +1.53% |
| Wealthcare Advisory Partners LLC | 11,504 | 11,678 | +174 | +1.51% |
| RHS Financial LLC | 25,597 | 25,904 | +307 | +1.20% |
| Aprio Wealth Management LLC | 10,984 | 11,087 | +103 | +0.94% |
| Trust Co | 994 | 1,003 | +9 | +0.91% |
| Symmetry Partners LLC | 3,424 | 3,453 | +29 | +0.85% |
| Stephens Consulting LLC | 5,052 | 5,080 | +28 | +0.55% |
| Pallas Capital Advisors LLC | 16,771 | 16,849 | +78 | +0.47% |
| Planning Alternatives Ltd. ADV | 14,452 | 14,517 | +65 | +0.45% |
| Moller Financial Services | 3,285 | 3,296 | +11 | +0.33% |
| Diversified Trust Co | 23,808 | 23,826 | +18 | +0.08% |
| Hilltop Wealth Advisors LLC | 29,709 | 29,714 | +5 | +0.02% |
| 13F Filers Reporting New Positions In ESGD | ||||
| Flagship Harbor Advisors LLC | 0 | 2,577 | +2,577 | +100% |
| SeaCrest Wealth Management LLC | 0 | 2,632 | +2,632 | +100% |
| Murphy Middleton Hinkle & Parker Inc. | 0 | 2,576 | +2,576 | +100% |
| Global Assets Advisory LLC | 0 | 46,946 | +46,946 | +100% |
| Kingswood Wealth Advisors LLC | 0 | 7,564 | +7,564 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Barrett & Company Inc. | 27 | 27 | UNCH | 0.00% |
| Chesley Taft & Associates LLC | 7,770 | 7,770 | UNCH | 0.00% |
| Keel Point LLC | 36,601 | 36,601 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 2,993 | 2,993 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 307 | 307 | UNCH | 0.00% |
| West Coast Financial LLC | 5,014 | 5,014 | UNCH | 0.00% |
| D. Scott Neal Inc. | 3,606 | 3,606 | UNCH | 0.00% |
| Compass Ion Advisors LLC | 4,622 | 4,622 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 592 | 592 | UNCH | 0.00% |
| Manning & Napier Group LLC | 3,997 | 3,997 | UNCH | 0.00% |
| Sound Income Strategies LLC | 92 | 92 | UNCH | 0.00% |
| VERITY Wealth Advisors | 7,335 | 7,335 | UNCH | 0.00% |
| Aurum Wealth Management Group LLC | 3,486 | 3,486 | UNCH | 0.00% |
| UMA Financial Services Inc. | 4,317 | 4,317 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 343 | 343 | UNCH | 0.00% |
| CVA Family Office LLC | 219 | 219 | UNCH | 0.00% |
| Rise Advisors LLC | 424 | 424 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 361 | 361 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 20,458 | 20,458 | UNCH | 0.00% |
| Bank of New Hampshire | 295 | 295 | UNCH | 0.00% |
| Brewster Financial Planning LLC | 5,034 | 5,034 | UNCH | 0.00% |
| OLIO Financial Planning | 19,932 | 19,932 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 196 | 196 | UNCH | 0.00% |
| Horizons Wealth Management | 3,218 | 3,218 | UNCH | 0.00% |
| Coston McIsaac & Partners | 278 | 278 | UNCH | 0.00% |
| Williams & Novak LLC | 19,866 | 19,866 | UNCH | 0.00% |
| Bruce G. Allen Investments LLC | 455 | 455 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 1,209 | 1,209 | UNCH | 0.00% |
| 13F Filers Decreasing ESGD Share Count | ||||
| First Hawaiian Bank | 41,741 | 9,661 | -32,080 | -76.85% |
| CWM LLC | 5,340 | 2,048 | -3,292 | -61.65% |
| First Financial Bank Trust Division | 44,746 | 26,571 | -18,175 | -40.62% |
| Toth Financial Advisory Corp | 259 | 154 | -105 | -40.54% |
| Affinity Capital Advisors LLC | 24,870 | 18,636 | -6,234 | -25.07% |
| Revolve Wealth Partners LLC | 5,061 | 4,007 | -1,054 | -20.83% |
| Miracle Mile Advisors LLC | 20,207 | 16,883 | -3,324 | -16.45% |
| Lowe Wealth Advisors LLC | 400 | 350 | -50 | -12.50% |
| APCM Wealth Management for Individuals | 30,840 | 27,527 | -3,313 | -10.74% |
| Montecito Bank & Trust | 28,438 | 25,453 | -2,985 | -10.50% |
| Fulcrum Capital LLC | 7,787 | 7,006 | -781 | -10.03% |
| Hart & Patterson Financial Group LLC | 63,938 | 57,753 | -6,185 | -9.67% |
| Private Ocean LLC | 136,268 | 124,447 | -11,821 | -8.67% |
| IMPACTfolio LLC | 378,791 | 361,631 | -17,160 | -4.53% |
| Affiance Financial LLC | 24,015 | 22,935 | -1,080 | -4.50% |
| Brookstone Capital Management | 23,546 | 22,548 | -998 | -4.24% |
| Sharper & Granite LLC | 8,727 | 8,366 | -361 | -4.14% |
| Tarbox Family Office Inc. | 3,321 | 3,188 | -133 | -4.00% |
| Apella Capital LLC | 88,751 | 85,291 | -3,460 | -3.90% |
| Shotwell Rutter Baer Inc | 7,393 | 7,122 | -271 | -3.67% |
| RVW Wealth LLC | 149,262 | 144,087 | -5,175 | -3.47% |
| Matrix Asset Advisors Inc. NY | 3,543 | 3,441 | -102 | -2.88% |
| O Brien Wealth Partners LLC | 3,774 | 3,676 | -98 | -2.60% |
| Pure Financial Advisors Inc. | 7,496 | 7,319 | -177 | -2.36% |
| One Wealth Advisors LLC | 18,599 | 18,269 | -330 | -1.77% |
| Cranbrook Wealth Management LLC | 33,609 | 33,040 | -569 | -1.69% |
| Asset Dedication LLC | 15,527 | 15,287 | -240 | -1.55% |
| Clarius Group LLC | 81,442 | 80,263 | -1,179 | -1.45% |
| SOA Wealth Advisors LLC. | 77,334 | 76,421 | -913 | -1.18% |
| Park Avenue Securities LLC | 39,015 | 38,729 | -286 | -0.73% |
| Vicus Capital | 23,412 | 23,283 | -129 | -0.55% |
| Sterling Investment Advisors LLC ADV | 3,180 | 3,163 | -17 | -0.53% |
| Shira Ridge Wealth Management | 104,810 | 104,592 | -218 | -0.21% |
| 13F Filers Exiting ESGD | ||||
| BKM Wealth Management LLC | 304 | 0 | -304 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 511 | 0 | -511 | -100.00% |
| International Assets Investment Management LLC | 1,209 | 0 | -1,209 | -100.00% |
| Chicago Capital LLC | 5,865 | 0 | -5,865 | -100.00% |
| Synergy Financial Management LLC | 2,751 | 0 | -2,751 | -100.00% |
| ST Germain D J Co. Inc. | 16 | 0 | -16 | -100.00% |
See Summary: Institutional Holders of ESGD
See Details: Top 10 Hedge Funds Holding ESGD
