HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ESGE Share Count | ||||
| Gradient Investments LLC | 2 | 98 | +96 | +4800.00% |
| Krilogy Financial LLC | 13,058 | 31,912 | +18,854 | +144.39% |
| WCM Investment Management LLC | 46,675 | 87,224 | +40,549 | +86.88% |
| 4Thought Financial Group Inc. | 1,178 | 2,096 | +918 | +77.93% |
| Bangor Savings Bank | 4,106 | 6,989 | +2,883 | +70.21% |
| ZRC Wealth Management LLC | 4,016 | 6,317 | +2,301 | +57.30% |
| Shepherd Financial Partners LLC | 14,822 | 19,213 | +4,391 | +29.62% |
| Sugarloaf Wealth Management LLC | 1,247 | 1,610 | +363 | +29.11% |
| Grimes & Company Inc. | 18,275 | 21,635 | +3,360 | +18.39% |
| Evergreen Private Wealth LLC | 5,688 | 6,727 | +1,039 | +18.27% |
| Falcon Wealth Planning | 12,824 | 14,737 | +1,913 | +14.92% |
| Stratos Wealth Partners LTD. | 6,727 | 7,656 | +929 | +13.81% |
| Affiance Financial LLC | 37,576 | 42,663 | +5,087 | +13.54% |
| APCM Wealth Management for Individuals | 38,039 | 43,146 | +5,107 | +13.43% |
| Global Retirement Partners LLC | 53,176 | 60,293 | +7,117 | +13.38% |
| Voisard Asset Management Group Inc. | 813 | 919 | +106 | +13.04% |
| Boston Standard Wealth Management LLC | 12,335 | 13,613 | +1,278 | +10.36% |
| Trilogy Capital Inc. | 18,394 | 20,237 | +1,843 | +10.02% |
| Hart & Patterson Financial Group LLC | 37,553 | 41,115 | +3,562 | +9.49% |
| Valley National Advisers Inc. | 3,813 | 4,140 | +327 | +8.58% |
| Halbert Hargrove Global Advisors LLC | 32,523 | 35,279 | +2,756 | +8.47% |
| PFG Investments LLC | 15,868 | 17,130 | +1,262 | +7.95% |
| Aspire Private Capital LLC | 139 | 150 | +11 | +7.91% |
| Corrigan Financial Inc. | 11,794 | 12,727 | +933 | +7.91% |
| Allworth Financial LP | 62,096 | 66,787 | +4,691 | +7.55% |
| Wealthfront Advisers LLC | 2,336,493 | 2,509,901 | +173,408 | +7.42% |
| Moller Financial Services | 8,064 | 8,658 | +594 | +7.37% |
| Parkside Advisors LLC | 14,155 | 15,190 | +1,035 | +7.31% |
| Dynamic Advisor Solutions LLC | 90,328 | 96,276 | +5,948 | +6.58% |
| Bogart Wealth LLC | 5,028 | 5,300 | +272 | +5.41% |
| CENTRAL TRUST Co | 17,247 | 18,173 | +926 | +5.37% |
| Morton Brown Family Wealth LLC | 6,662 | 7,014 | +352 | +5.28% |
| Laurel Wealth Planning LLC | 134,234 | 140,875 | +6,641 | +4.95% |
| Raymond James Financial Services Advisors Inc. | 373,202 | 391,653 | +18,451 | +4.94% |
| Stephens Consulting LLC | 8,438 | 8,816 | +378 | +4.48% |
| Orgel Wealth Management LLC | 34,562 | 36,083 | +1,521 | +4.40% |
| Sharper & Granite LLC | 7,993 | 8,338 | +345 | +4.32% |
| Valeo Financial Advisors LLC | 9,921 | 10,337 | +416 | +4.19% |
| Sharkey Howes & Javer | 20,330 | 21,113 | +783 | +3.85% |
| NBC Securities Inc. | 838 | 868 | +30 | +3.58% |
| AdvisorNet Financial Inc | 10,500 | 10,870 | +370 | +3.52% |
| Peak Financial Management Inc. | 6,320 | 6,524 | +204 | +3.23% |
| Raymond James & Associates | 128,673 | 132,625 | +3,952 | +3.07% |
| Austin Private Wealth LLC | 11,336 | 11,677 | +341 | +3.01% |
| Venturi Wealth Management LLC | 3,637 | 3,744 | +107 | +2.94% |
| Elwood & Goetz Wealth Advisory Group LLC | 6,267 | 6,394 | +127 | +2.03% |
| Pine Haven Investment Counsel Inc | 10,721 | 10,921 | +200 | +1.87% |
| Apella Capital LLC | 62,567 | 63,563 | +996 | +1.59% |
| ST Germain D J Co. Inc. | 37,116 | 37,672 | +556 | +1.50% |
| IMPACTfolio LLC | 291,834 | 295,951 | +4,117 | +1.41% |
| RTD Financial Advisors Inc. | 18,981 | 19,246 | +265 | +1.40% |
| Intergy Private Wealth LLC | 146,761 | 148,757 | +1,996 | +1.36% |
| Omega Financial Group LLC | 37,525 | 37,933 | +408 | +1.09% |
| Shotwell Rutter Baer Inc | 11,139 | 11,245 | +106 | +0.95% |
| Natixis Advisors L.P. | 19,785 | 19,961 | +176 | +0.89% |
| Asset Dedication LLC | 50,964 | 51,066 | +102 | +0.20% |
| Mather Group LLC. | 133,211 | 133,308 | +97 | +0.07% |
| 13F Filers Reporting New Positions In ESGE | ||||
| IAG Wealth Partners LLC | 0 | 0 | UNCH | 100% |
| Wiley BROS. Aintree Capital LLC | 0 | 8,088 | +8,088 | +100% |
| Baldwin Brothers Inc. MA | 0 | 210 | +210 | +100% |
| Woodmont Investment Counsel LLC | 0 | 178 | +178 | +100% |
| Brown Advisory Inc. | 0 | 108,816 | +108,816 | +100% |
| Morris Financial Concepts Inc. | 0 | 4,262 | +4,262 | +100% |
| Coastal Investment Advisors Inc. | 0 | 83 | +83 | +100% |
| CFM Wealth Partners LLC | 0 | 6,311 | +6,311 | +100% |
| Aaron Wealth Advisors | 0 | 9,469 | +9,469 | +100% |
| HTLF Bank | 0 | 6,245 | +6,245 | +100% |
| Focus Financial Network Inc. | 0 | 20,444 | +20,444 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Barrett & Company Inc. | 43 | 43 | UNCH | 0.00% |
| NBT Bank N A NY | 2,018 | 2,018 | UNCH | 0.00% |
| Sigma Investment Counselors Inc. | 7,334 | 7,334 | UNCH | 0.00% |
| Private Trust Co. NA | 13,079 | 13,079 | UNCH | 0.00% |
| Keel Point LLC | 14,602 | 14,602 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 160 | 160 | UNCH | 0.00% |
| Oakworth Capital Inc. | 2,004 | 2,004 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 9,038 | 9,038 | UNCH | 0.00% |
| Tarbox Family Office Inc. | 6,788 | 6,788 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 1,859 | 1,859 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 82 | 82 | UNCH | 0.00% |
| Clarius Group LLC | 7,360 | 7,360 | UNCH | 0.00% |
| GenTrust LLC | 21,437 | 21,437 | UNCH | 0.00% |
| Pinnacle Bank | 645 | 645 | UNCH | 0.00% |
| Bfsg LLC | 1,272 | 1,272 | UNCH | 0.00% |
| Northwest Capital Management Inc | 42 | 42 | UNCH | 0.00% |
| Sound Income Strategies LLC | 1,818 | 1,818 | UNCH | 0.00% |
| PSI Advisors LLC | 143 | 143 | UNCH | 0.00% |
| CVA Family Office LLC | 343 | 343 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 424 | 424 | UNCH | 0.00% |
| Rise Advisors LLC | 109 | 109 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 286 | 286 | UNCH | 0.00% |
| OLIO Financial Planning | 17,682 | 17,682 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 140 | 140 | UNCH | 0.00% |
| Horizons Wealth Management | 207 | 207 | UNCH | 0.00% |
| Armstrong Fleming & Moore Inc | 6,531 | 6,531 | UNCH | 0.00% |
| Williams & Novak LLC | 9,844 | 9,844 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 321 | 321 | UNCH | 0.00% |
| 13F Filers Decreasing ESGE Share Count | ||||
| Tompkins Financial Corp | 84,634 | 1,289 | -83,345 | -98.48% |
| CGC Financial Services LLC | 996 | 196 | -800 | -80.32% |
| Private Ocean LLC | 524,539 | 156,256 | -368,283 | -70.21% |
| W Advisors LLC | 19,903 | 6,455 | -13,448 | -67.57% |
| CWM LLC | 40,012 | 13,725 | -26,287 | -65.70% |
| Financial Life Advisors | 26,593 | 12,911 | -13,682 | -51.45% |
| Cypress Wealth Services LLC | 17,657 | 9,219 | -8,438 | -47.79% |
| Octavia Wealth Advisors LLC | 13,651 | 7,327 | -6,324 | -46.33% |
| Strategic Blueprint LLC | 13,972 | 8,940 | -5,032 | -36.01% |
| International Assets Investment Management LLC | 9,591 | 6,721 | -2,870 | -29.92% |
| Capasso Planning Partners LLC | 11,024 | 8,299 | -2,725 | -24.72% |
| Raymond James Trust N.A. | 23,658 | 18,480 | -5,178 | -21.89% |
| Affinity Capital Advisors LLC | 41,037 | 32,429 | -8,608 | -20.98% |
| TNF LLC | 29,524 | 23,500 | -6,024 | -20.40% |
| Montecito Bank & Trust | 21,762 | 17,397 | -4,365 | -20.06% |
| One Wealth Advisors LLC | 48,079 | 39,253 | -8,826 | -18.36% |
| RHS Financial LLC | 18,874 | 15,641 | -3,233 | -17.13% |
| UMA Financial Services Inc. | 28,212 | 24,043 | -4,169 | -14.78% |
| Cambridge Investment Research Advisors Inc. | 247,270 | 213,939 | -33,331 | -13.48% |
| Rosenberg Matthew Hamilton | 4,104 | 3,621 | -483 | -11.77% |
| BSW Wealth Partners | 17,072 | 15,273 | -1,799 | -10.54% |
| Leverty Financial Group LLC | 7,357 | 6,595 | -762 | -10.36% |
| Regatta Capital Group LLC | 31,737 | 29,753 | -1,984 | -6.25% |
| Spire Wealth Management | 4,056 | 3,810 | -246 | -6.07% |
| Financial Insights Inc. | 11,873 | 11,168 | -705 | -5.94% |
| Bank of New York Mellon Corp | 76,919 | 72,712 | -4,207 | -5.47% |
| Bear Mountain Capital Inc. | 48,823 | 46,361 | -2,462 | -5.04% |
| One Day In July LLC | 6,711 | 6,401 | -310 | -4.62% |
| Wealth Enhancement Advisory Services LLC | 18,927 | 18,111 | -816 | -4.31% |
| Brookstone Capital Management | 31,006 | 29,724 | -1,282 | -4.13% |
| Trust Co | 29,604 | 28,633 | -971 | -3.28% |
| Hilltop Wealth Advisors LLC | 24,311 | 23,638 | -673 | -2.77% |
| Fifth Third Bancorp | 516,258 | 503,383 | -12,875 | -2.49% |
| Park Avenue Securities LLC | 191,477 | 187,100 | -4,377 | -2.29% |
| Dohj LLC | 111,493 | 109,187 | -2,306 | -2.07% |
| TriaGen Wealth Management LLC | 15,196 | 14,939 | -257 | -1.69% |
| Wealthcare Advisory Partners LLC | 10,289 | 10,138 | -151 | -1.47% |
| Ritholtz Wealth Management | 14,660 | 14,460 | -200 | -1.36% |
| Pallas Capital Advisors LLC | 158,513 | 156,871 | -1,642 | -1.04% |
| Horst & Graben Wealth Management LLC | 23,970 | 23,732 | -238 | -0.99% |
| Long Run Wealth Advisors LLC | 13,160 | 13,045 | -115 | -0.87% |
| 13F Filers Exiting ESGE | ||||
| McGlone Suttner Wealth Management Inc. | 850 | 0 | -850 | -100.00% |
| Fiduciary Alliance LLC | 8,178 | 0 | -8,178 | -100.00% |
| Level Financial Advisors Inc. | 597 | 0 | -597 | -100.00% |
| Koss Olinger Consulting LLC | 49,368 | 0 | -49,368 | -100.00% |
| Williams Financial LLC | 40,078 | 0 | -40,078 | -100.00% |
| Financial Management Network Inc. | 9,502 | 0 | -9,502 | -100.00% |
| All Season Financial Advisors Inc. | 12,865 | 0 | -12,865 | -100.00% |
| Meridian Wealth Management LLC | 11,741 | 0 | -11,741 | -100.00% |
| Miracle Mile Advisors LLC | 31,678 | 0 | -31,678 | -100.00% |
| Villere ST Denis J & Co. LLC | 7,615 | 0 | -7,615 | -100.00% |
| Marino Stram & Associates LLC | 6,331 | 0 | -6,331 | -100.00% |
| Bourgeon Capital Management LLC | 2,003 | 0 | -2,003 | -100.00% |
| Appleton Partners Inc. MA | 6,522 | 0 | -6,522 | -100.00% |
| Altfest L J & Co. Inc. | 7,995 | 0 | -7,995 | -100.00% |
See Summary: Institutional Holders of ESGE
See Details: Top 10 Hedge Funds Holding ESGE
