HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing F Share Count | ||||
| Annapolis Financial Services LLC | 1 | 130 | +129 | +12900.00% |
| Financial Synergies Wealth Advisors Inc. | 97 | 2,035 | +1,938 | +1997.94% |
| Steel Peak Wealth Management LLC | 38,390 | 695,347 | +656,957 | +1711.27% |
| Brookstone Capital Management | 58,804 | 924,325 | +865,521 | +1471.87% |
| Exchange Traded Concepts LLC | 740 | 8,340 | +7,600 | +1027.03% |
| Annex Advisory Services LLC | 28,066 | 273,132 | +245,066 | +873.18% |
| Lloyd Advisory Services LLC. | 14,601 | 82,095 | +67,494 | +462.26% |
| GoalVest Advisory LLC | 320 | 1,498 | +1,178 | +368.12% |
| Banque Cantonale Vaudoise | 18,008 | 82,601 | +64,593 | +358.69% |
| Founders Financial Securities LLC | 17,041 | 67,684 | +50,643 | +297.18% |
| Arbor Wealth Advisors LLC | 70,020 | 238,528 | +168,508 | +240.66% |
| Pinnacle Bank | 400 | 1,224 | +824 | +206.00% |
| ERn Financial LLC | 22,429 | 57,875 | +35,446 | +158.04% |
| Diversified Trust Co | 49,517 | 125,644 | +76,127 | +153.74% |
| Sovereign Financial Group Inc. | 14,130 | 35,182 | +21,052 | +148.99% |
| Wiley BROS. Aintree Capital LLC | 14,094 | 33,552 | +19,458 | +138.06% |
| Ballentine Partners LLC | 10,648 | 20,300 | +9,652 | +90.65% |
| Sound Income Strategies LLC | 19,603 | 36,650 | +17,047 | +86.96% |
| Bruce G. Allen Investments LLC | 1,397 | 2,395 | +998 | +71.44% |
| Cranbrook Wealth Management LLC | 3,981 | 6,481 | +2,500 | +62.80% |
| Carolina Wealth Advisors LLC | 51,105 | 80,441 | +29,336 | +57.40% |
| Pallas Capital Advisors LLC | 18,965 | 29,004 | +10,039 | +52.93% |
| Park Place Capital Corp | 466 | 696 | +230 | +49.36% |
| Saxon Interests Inc. | 14,632 | 21,795 | +7,163 | +48.95% |
| Allen Mooney & Barnes Investment Advisors LLC | 10,946 | 15,967 | +5,021 | +45.87% |
| Keel Point LLC | 13,789 | 18,836 | +5,047 | +36.60% |
| MV Capital Management Inc. | 1,992 | 2,720 | +728 | +36.55% |
| Capital Advisors Ltd. LLC | 121 | 165 | +44 | +36.36% |
| CWM LLC | 150,552 | 204,036 | +53,484 | +35.53% |
| Wedmont Private Capital | 12,869 | 17,124 | +4,255 | +33.06% |
| Hexagon Capital Partners LLC | 23,071 | 30,421 | +7,350 | +31.86% |
| Veriti Management LLC | 70,659 | 89,915 | +19,256 | +27.25% |
| Global Wealth Strategies & Associates | 51 | 64 | +13 | +25.49% |
| Calton & Associates Inc. | 32,222 | 40,155 | +7,933 | +24.62% |
| Inscription Capital LLC | 20,791 | 25,059 | +4,268 | +20.53% |
| Abundance Wealth Counselors | 100,987 | 119,551 | +18,564 | +18.38% |
| Hodges Capital Management Inc. | 80,750 | 95,500 | +14,750 | +18.27% |
| Eaton Financial Holdings Company LLC | 23,479 | 27,691 | +4,212 | +17.94% |
| 180 Wealth Advisors LLC | 44,380 | 51,147 | +6,767 | +15.25% |
| Alaska Permanent Fund Corp | 177,582 | 203,270 | +25,688 | +14.47% |
| Massmutual Trust Co. FSB ADV | 196,803 | 225,083 | +28,280 | +14.37% |
| Financial Management Professionals Inc. | 703 | 801 | +98 | +13.94% |
| Register Financial Advisors LLC | 11,006 | 12,491 | +1,485 | +13.49% |
| Austin Private Wealth LLC | 15,369 | 17,351 | +1,982 | +12.90% |
| Claro Advisors LLC | 13,060 | 14,686 | +1,626 | +12.45% |
| CX Institutional | 33,235 | 37,241 | +4,006 | +12.05% |
| JJJ Advisors Inc. | 721 | 807 | +86 | +11.93% |
| Signal Advisors Wealth LLC | 66,183 | 74,016 | +7,833 | +11.84% |
| New Mexico Educational Retirement Board | 204,505 | 228,705 | +24,200 | +11.83% |
| Kingswood Wealth Advisors LLC | 56,806 | 63,028 | +6,222 | +10.95% |
| First PREMIER Bank | 12,581 | 13,931 | +1,350 | +10.73% |
| Hengehold Capital Management LLC | 10,027 | 11,100 | +1,073 | +10.70% |
| GAMMA Investing LLC | 11,987 | 13,227 | +1,240 | +10.34% |
| McGlone Suttner Wealth Management Inc. | 20,431 | 22,434 | +2,003 | +9.80% |
| Park Avenue Securities LLC | 142,354 | 155,951 | +13,597 | +9.55% |
| Key Client Fiduciary Advisors LLC | 26,186 | 28,530 | +2,344 | +8.95% |
| Polianta Ltd | 84,800 | 92,000 | +7,200 | +8.49% |
| Montecito Bank & Trust | 25,600 | 27,740 | +2,140 | +8.36% |
| Cedrus LLC | 17,355 | 18,596 | +1,241 | +7.15% |
| Next Level Private LLC | 134,787 | 144,333 | +9,546 | +7.08% |
| Future Financial Wealth Managment LLC | 32,125 | 34,228 | +2,103 | +6.55% |
| Hennessy Advisors Inc. | 418,600 | 445,800 | +27,200 | +6.50% |
| Financial Partners Group LLC | 86,024 | 91,313 | +5,289 | +6.15% |
| SignalPoint Asset Management LLC | 15,894 | 16,805 | +911 | +5.73% |
| Welch Group LLC | 16,857 | 17,754 | +897 | +5.32% |
| Exchange Capital Management Inc. | 13,879 | 14,610 | +731 | +5.27% |
| Harbor Investment Advisory LLC | 2,393 | 2,509 | +116 | +4.85% |
| Indiana Trust & Investment Management CO | 13,700 | 14,185 | +485 | +3.54% |
| TL Private Wealth | 11,071 | 11,450 | +379 | +3.42% |
| waypoint wealth counsel | 14,831 | 15,330 | +499 | +3.36% |
| First Dallas Securities Inc. | 23,836 | 24,630 | +794 | +3.33% |
| Salem Investment Counselors Inc. | 16,423 | 16,923 | +500 | +3.04% |
| Winthrop Advisory Group LLC | 16,148 | 16,612 | +464 | +2.87% |
| Planning Alternatives Ltd. ADV | 39,451 | 40,514 | +1,063 | +2.69% |
| Stockman Wealth Management Inc. | 614,389 | 630,510 | +16,121 | +2.62% |
| Total Wealth Planning LLC | 20,789 | 21,325 | +536 | +2.58% |
| Gleason Group Inc. | 16,449 | 16,815 | +366 | +2.23% |
| WFA Asset Management Corp | 25,304 | 25,807 | +503 | +1.99% |
| 626 Financial LLC | 19,377 | 19,756 | +379 | +1.96% |
| Ausdal Financial Partners Inc. | 25,638 | 26,138 | +500 | +1.95% |
| Wealthfront Advisers LLC | 390,933 | 398,455 | +7,522 | +1.92% |
| Coastal Investment Advisors Inc. | 55,499 | 56,556 | +1,057 | +1.90% |
| Gateway Investment Advisers LLC | 1,519,594 | 1,547,008 | +27,414 | +1.80% |
| KMG Fiduciary Partners LLC | 227,499 | 231,578 | +4,079 | +1.79% |
| Legacy Wealth Asset Management LLC | 48,080 | 48,916 | +836 | +1.74% |
| New Hampshire Trust | 104,190 | 105,917 | +1,727 | +1.66% |
| Flagship Harbor Advisors LLC | 51,752 | 52,505 | +753 | +1.46% |
| Trust Point Inc. | 29,278 | 29,703 | +425 | +1.45% |
| MPS Loria Financial Planners LLC | 21,926 | 22,238 | +312 | +1.42% |
| E&G Advisors LP | 19,856 | 20,134 | +278 | +1.40% |
| ZRC Wealth Management LLC | 397 | 402 | +5 | +1.26% |
| Lantz Financial LLC | 11,457 | 11,595 | +138 | +1.20% |
| Lbmc Investment Advisors LLC | 13,138 | 13,294 | +156 | +1.19% |
| Rise Advisors LLC | 1,010 | 1,021 | +11 | +1.09% |
| DHJJ Financial Advisors Ltd. | 1,521 | 1,534 | +13 | +0.85% |
| SOA Wealth Advisors LLC. | 1,624 | 1,637 | +13 | +0.80% |
| Edmonds Duncan Registered Investment Advisors LLC | 61,974 | 62,416 | +442 | +0.71% |
| Barry Investment Advisors LLC | 12,511 | 12,592 | +81 | +0.65% |
| WBH Advisory Inc. | 11,829 | 11,902 | +73 | +0.62% |
| Gulf International Bank UK Ltd | 322,664 | 324,593 | +1,929 | +0.60% |
| SJS Investment Consulting Inc. | 2,636 | 2,651 | +15 | +0.57% |
| Sumitomo Mitsui Trust Holdings Inc. | 9,324,812 | 9,375,847 | +51,035 | +0.55% |
| Dynamic Advisor Solutions LLC | 112,849 | 113,472 | +623 | +0.55% |
| Delta Capital Management LLC | 177,710 | 178,510 | +800 | +0.45% |
| Manchester Financial Inc. | 29,206 | 29,326 | +120 | +0.41% |
| Barrett & Company Inc. | 5,399 | 5,421 | +22 | +0.41% |
| WoodTrust Financial Corp | 22,304 | 22,395 | +91 | +0.41% |
| Atlas Brown Inc. | 83,124 | 83,399 | +275 | +0.33% |
| Redmont Wealth Advisors LLC | 48,332 | 48,491 | +159 | +0.33% |
| Baldwin Brothers Inc. MA | 1,359 | 1,363 | +4 | +0.29% |
| Global Trust Asset Management LLC | 1,486 | 1,490 | +4 | +0.27% |
| Silverlake Wealth Management LLC | 39,584 | 39,681 | +97 | +0.25% |
| Bourgeon Capital Management LLC | 10,000 | 10,024 | +24 | +0.24% |
| Aspire Private Capital LLC | 2,205 | 2,210 | +5 | +0.23% |
| Cedar Brook Financial Partners LLC | 26,335 | 26,392 | +57 | +0.22% |
| Coston McIsaac & Partners | 1,125 | 1,127 | +2 | +0.18% |
| Powell Investment Advisors LLC | 34,813 | 34,857 | +44 | +0.13% |
| Procyon Private Wealth Partners LLC | 20,185 | 20,210 | +25 | +0.12% |
| Prairie Sky Financial Group LLC | 12,240 | 12,250 | +10 | +0.08% |
| Moisand Fitzgerald Tamayo LLC | 1,425 | 1,426 | +1 | +0.07% |
| Cypress Wealth Services LLC | 55,542 | 55,574 | +32 | +0.06% |
| Ridgecrest Wealth Partners LLC | 25,396 | 25,411 | +15 | +0.06% |
| S.A. Mason LLC | 17,714 | 17,721 | +7 | +0.04% |
| Purus Wealth Management LLC | 27,080 | 27,092 | +12 | +0.04% |
| Carret Asset Management LLC | 41,938 | 41,945 | +7 | +0.02% |
| Clarius Group LLC | 20,539 | 20,544 | +5 | +0.02% |
| Cravens & Co Advisors LLC | 19,503 | 19,505 | +2 | +0.01% |
| 13F Filers Reporting New Positions In F | ||||
| MJP Associates Inc. ADV | 0 | 11,029 | +11,029 | +100% |
| First Hawaiian Bank | 0 | 50,542 | +50,542 | +100% |
| Sanders Morris Harris LLC | 0 | 34,816 | +34,816 | +100% |
| First Citizens Bank & Trust Co. | 0 | 12,881 | +12,881 | +100% |
| Northwest Investment Counselors LLC | 0 | 1,391 | +1,391 | +100% |
| Mather Group LLC. | 0 | 6,154 | +6,154 | +100% |
| Miracle Mile Advisors LLC | 0 | 10,500 | +10,500 | +100% |
| Riverview Trust Co | 0 | 3,842 | +3,842 | +100% |
| Patriot Investment Management Inc. | 0 | 10,528 | +10,528 | +100% |
| Cornerstone Wealth Group LLC | 0 | 11,291 | +11,291 | +100% |
| Private Capital Management LLC | 0 | 12,788 | +12,788 | +100% |
| Arbor Trust Wealth Advisors LLC | 0 | 10,578 | +10,578 | +100% |
| RMR Wealth Builders | 0 | 10,431 | +10,431 | +100% |
| Legacy Financial Group LLC | 0 | 18,504 | +18,504 | +100% |
| West Financial Advisors LLC | 0 | 728 | +728 | +100% |
| Kowal Investment Group LLC | 0 | 14,376 | +14,376 | +100% |
| Bill Few Associates Inc. | 0 | 10,078 | +10,078 | +100% |
| Global Assets Advisory LLC | 0 | 55,336 | +55,336 | +100% |
| Norden Group LLC | 0 | 270,578 | +270,578 | +100% |
| Executive Wealth Group LLC | 0 | 14,506 | +14,506 | +100% |
| Foguth Wealth Management LLC. | 0 | 23,798 | +23,798 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| OLD National Bancorp IN | 32,786 | 32,786 | UNCH | 0.00% |
| City Holding Co. | 2,090 | 2,090 | UNCH | 0.00% |
| First National Bank | 16,955 | 16,955 | UNCH | 0.00% |
| Everett Harris & Co. CA | 13,725 | 13,725 | UNCH | 0.00% |
| Norwood Financial Corp | 5,100 | 5,100 | UNCH | 0.00% |
| Courier Capital LLC | 23,544 | 23,544 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 17,289 | 17,289 | UNCH | 0.00% |
| Adirondack Trust Co. | 3,300 | 3,300 | UNCH | 0.00% |
| Albion Financial Group UT | 2,800 | 2,800 | UNCH | 0.00% |
| First Community Trust NA | 2,643 | 2,643 | UNCH | 0.00% |
| Central Bank & Trust Co. | 2,000 | 2,000 | UNCH | 0.00% |
| Graybill Bartz & Assoc Ltd. | 15,500 | 15,500 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 877 | 877 | UNCH | 0.00% |
| Profit Investment Management LLC | 66,603 | 66,603 | UNCH | 0.00% |
| Liberty Capital Management Inc. | 18,368 | 18,368 | UNCH | 0.00% |
| West Oak Capital LLC | 325 | 325 | UNCH | 0.00% |
| Fruth Investment Management | 22,850 | 22,850 | UNCH | 0.00% |
| B & T Capital Management DBA Alpha Capital Management | 12,018 | 12,018 | UNCH | 0.00% |
| Cacti Asset Management LLC | 20,000 | 20,000 | UNCH | 0.00% |
| Asset Allocation & Management Company LLC | 50,000 | 50,000 | UNCH | 0.00% |
| Westside Investment Management Inc. | 12,400 | 12,400 | UNCH | 0.00% |
| Abacus Planning Group Inc. | 19,543 | 19,543 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 1,023 | 1,023 | UNCH | 0.00% |
| Trust Co | 1,515 | 1,515 | UNCH | 0.00% |
| Roble Belko & Company Inc | 275 | 275 | UNCH | 0.00% |
| Community Bank & Trust Waco Texas | 13,000 | 13,000 | UNCH | 0.00% |
| Capital Insight Partners LLC | 21,000 | 21,000 | UNCH | 0.00% |
| Symmetry Partners LLC | 26,755 | 26,755 | UNCH | 0.00% |
| Uncommon Cents Investing LLC | 13,640 | 13,640 | UNCH | 0.00% |
| Northwest Capital Management Inc | 2,553 | 2,553 | UNCH | 0.00% |
| Pflug Koory LLC | 500 | 500 | UNCH | 0.00% |
| Selective Wealth Management Inc. | 14,076 | 14,076 | UNCH | 0.00% |
| Pasadena Private Wealth LLC | 2,908 | 2,908 | UNCH | 0.00% |
| Insight Financial Services | 2,000 | 2,000 | UNCH | 0.00% |
| Criterion Capital Advisors LLC | 1,001 | 1,001 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 305,427 | 305,427 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 1,500 | 1,500 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 800 | 800 | UNCH | 0.00% |
| Cordant Inc. | 64 | 64 | UNCH | 0.00% |
| TruWealth Advisors LLC | 14,309 | 14,309 | UNCH | 0.00% |
| Robbins Farley LLC | 20 | 20 | UNCH | 0.00% |
| Bank of New Hampshire | 523 | 523 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 2,021 | 2,021 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 90 | 90 | UNCH | 0.00% |
| Kathleen S. Wright Associates Inc. | 117 | 117 | UNCH | 0.00% |
| Eagle Rock Investment Company LLC | 30,000 | 30,000 | UNCH | 0.00% |
| FSC Wealth Advisors LLC | 500 | 500 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 23,515 | 23,515 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 1,985 | 1,985 | UNCH | 0.00% |
| Trifecta Capital Advisors LLC | 117 | 117 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 2,000 | 2,000 | UNCH | 0.00% |
| Compass Wealth Management LLC | 250 | 250 | UNCH | 0.00% |
| Halpern Financial Inc. | 376 | 376 | UNCH | 0.00% |
| Peoples Bank KS | 2,315 | 2,315 | UNCH | 0.00% |
| BKM Wealth Management LLC | 9,423 | 9,423 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 2,198 | 2,198 | UNCH | 0.00% |
| 13F Filers Decreasing F Share Count | ||||
| M&R Capital Management Inc. | 1,055 | 55 | -1,000 | -94.79% |
| Cutler Group LP | 524,314 | 52,367 | -471,947 | -90.01% |
| Webster Bank N. A. | 1,843 | 500 | -1,343 | -72.87% |
| Cullinan Associates Inc. | 40,500 | 11,500 | -29,000 | -71.60% |
| Los Angeles Capital Management & Equity Research Inc. | 55,835 | 20,511 | -35,324 | -63.26% |
| Oxinas Partners Wealth Management LLC | 22,525 | 10,432 | -12,093 | -53.69% |
| IMC Chicago LLC | 87,538 | 42,179 | -45,359 | -51.82% |
| Peoples Financial Services CORP. | 1,000 | 500 | -500 | -50.00% |
| Park National Corp OH | 1,678,958 | 952,943 | -726,015 | -43.24% |
| First Financialcorp IN | 599 | 349 | -250 | -41.74% |
| Burkett Financial Services LLC | 6,691 | 3,944 | -2,747 | -41.06% |
| Atlas Capital Advisors LLC | 7,708 | 4,676 | -3,032 | -39.34% |
| CVA Family Office LLC | 4,559 | 2,799 | -1,760 | -38.60% |
| Quad Cities Investment Group LLC | 24,825 | 15,462 | -9,363 | -37.72% |
| Strategic Planning Group LLC | 193,129 | 124,768 | -68,361 | -35.40% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 16,795 | 10,899 | -5,896 | -35.11% |
| Red Tortoise LLC | 347 | 231 | -116 | -33.43% |
| Iron Horse Wealth Management LLC | 1,886 | 1,276 | -610 | -32.34% |
| St. Johns Investment Management Company LLC | 815 | 565 | -250 | -30.67% |
| AlphaMark Advisors LLC | 1,915 | 1,365 | -550 | -28.72% |
| Traynor Capital Management Inc. | 323,197 | 233,129 | -90,068 | -27.87% |
| Astoria Portfolio Advisors LLC. | 20,262 | 14,911 | -5,351 | -26.41% |
| Private Ocean LLC | 1,350 | 1,000 | -350 | -25.93% |
| Capital Advisors Wealth Management LLC | 53,238 | 39,724 | -13,514 | -25.38% |
| Capital Investment Advisors LLC | 85,506 | 65,090 | -20,416 | -23.88% |
| DNB Asset Management AS | 753,507 | 576,235 | -177,272 | -23.53% |
| Panoramic Investment Advisors LLC | 13,593 | 10,593 | -3,000 | -22.07% |
| Optimum Investment Advisors | 11,626 | 9,065 | -2,561 | -22.03% |
| MCF Advisors LLC | 72,139 | 56,430 | -15,709 | -21.78% |
| Daymark Wealth Partners LLC | 24,716 | 19,562 | -5,154 | -20.85% |
| Chapin Davis Inc. | 49,083 | 39,083 | -10,000 | -20.37% |
| SeaCrest Wealth Management LLC | 75,628 | 60,317 | -15,311 | -20.25% |
| Piscataqua Savings Bank | 1,250 | 1,000 | -250 | -20.00% |
| Cullen Investment Group LTD. | 32,099 | 25,864 | -6,235 | -19.42% |
| Stratos Wealth Advisors LLC | 70,173 | 57,077 | -13,096 | -18.66% |
| American National Bank | 7,506 | 6,106 | -1,400 | -18.65% |
| Lincoln Capital Corp | 32,225 | 26,225 | -6,000 | -18.62% |
| Portside Wealth Group LLC | 15,360 | 12,606 | -2,754 | -17.93% |
| Valley National Advisers Inc. | 47,292 | 39,476 | -7,816 | -16.53% |
| NorthCrest Asset Manangement LLC | 18,086 | 15,276 | -2,810 | -15.54% |
| Lowe Wealth Advisors LLC | 1,945 | 1,645 | -300 | -15.42% |
| ST Germain D J Co. Inc. | 4,124 | 3,505 | -619 | -15.01% |
| CRA Financial Services LLC | 26,302 | 22,387 | -3,915 | -14.88% |
| BCS Wealth Management | 12,277 | 10,466 | -1,811 | -14.75% |
| Octavia Wealth Advisors LLC | 30,340 | 26,010 | -4,330 | -14.27% |
| Fortitude Family Office LLC | 5,157 | 4,518 | -639 | -12.39% |
| Grandview Asset Management LLC | 37,847 | 33,237 | -4,610 | -12.18% |
| Arlington Trust Co LLC | 1,439 | 1,271 | -168 | -11.67% |
| PayPay Securities Corp | 343 | 303 | -40 | -11.66% |
| Steele Capital Management Inc. | 19,835 | 17,539 | -2,296 | -11.58% |
| InTrack Investment Management Inc | 71,286 | 63,386 | -7,900 | -11.08% |
| Capital Asset Advisory Services LLC | 33,595 | 29,954 | -3,641 | -10.84% |
| Eagle Wealth Strategies LLC | 13,677 | 12,206 | -1,471 | -10.76% |
| Valeo Financial Advisors LLC | 254,669 | 227,779 | -26,890 | -10.56% |
| Bangor Savings Bank | 1,943 | 1,743 | -200 | -10.29% |
| Allspring Global Investments Holdings LLC | 1,198,136 | 1,075,208 | -122,928 | -10.26% |
| Wealthcare Advisory Partners LLC | 71,360 | 64,142 | -7,218 | -10.11% |
| Walker Asset Management LLC | 20,166 | 18,173 | -1,993 | -9.88% |
| Vicus Capital | 13,789 | 12,452 | -1,337 | -9.70% |
| Vanguard Capital Wealth Advisors | 13,435 | 12,133 | -1,302 | -9.69% |
| Appleton Partners Inc. MA | 39,990 | 36,135 | -3,855 | -9.64% |
| Successful Portfolios LLC | 12,890 | 11,696 | -1,194 | -9.26% |
| Cohen Investment Advisors LLC | 33,298 | 30,246 | -3,052 | -9.17% |
| Congress Park Capital LLC | 19,758 | 18,008 | -1,750 | -8.86% |
| Stratos Wealth Partners LTD. | 199,411 | 182,095 | -17,316 | -8.68% |
| Tompkins Financial Corp | 16,027 | 14,691 | -1,336 | -8.34% |
| Berger Financial Group Inc | 13,979 | 12,829 | -1,150 | -8.23% |
| Romano Brothers AND Company | 12,150 | 11,150 | -1,000 | -8.23% |
| Woodmont Investment Counsel LLC | 24,669 | 22,655 | -2,014 | -8.16% |
| Caldwell Sutter Capital Inc. | 24,404 | 22,472 | -1,932 | -7.92% |
| BetterWealth LLC | 12,906 | 11,921 | -985 | -7.63% |
| West Paces Advisors Inc. | 1,148 | 1,065 | -83 | -7.23% |
| Wealth Management Partners LLC | 16,611 | 15,411 | -1,200 | -7.22% |
| Wolff Wiese Magana LLC | 3,854 | 3,580 | -274 | -7.11% |
| Kovack Advisors Inc. | 39,733 | 36,957 | -2,776 | -6.99% |
| AdvisorNet Financial Inc | 10,621 | 9,940 | -681 | -6.41% |
| Foster & Motley Inc. | 72,646 | 67,997 | -4,649 | -6.40% |
| Pacifica Partners Inc. | 5,083 | 4,783 | -300 | -5.90% |
| Penbrook Management LLC | 12,200 | 11,500 | -700 | -5.74% |
| PFS Partners LLC | 14,508 | 13,680 | -828 | -5.71% |
| Aurum Wealth Management Group LLC | 27,760 | 26,296 | -1,464 | -5.27% |
| Hartford Investment Management Co. | 264,857 | 252,489 | -12,368 | -4.67% |
| International Assets Investment Management LLC | 221,244 | 211,107 | -10,137 | -4.58% |
| Cairn Investment Group Inc. | 47,150 | 45,025 | -2,125 | -4.51% |
| RFG Advisory LLC | 27,853 | 26,689 | -1,164 | -4.18% |
| WealthCare Investment Partners LLC | 22,642 | 21,722 | -920 | -4.06% |
| Financial Sense Advisors Inc. | 15,746 | 15,129 | -617 | -3.92% |
| Fiduciary Alliance LLC | 33,214 | 31,915 | -1,299 | -3.91% |
| OneAscent Financial Services LLC | 50,007 | 48,155 | -1,852 | -3.70% |
| Dakota Community Bank & Trust NA | 3,095 | 2,985 | -110 | -3.55% |
| Tempus Wealth Planning LLC | 10,898 | 10,521 | -377 | -3.46% |
| Community Bank of Raymore | 224,570 | 216,970 | -7,600 | -3.38% |
| Alliance Wealth Advisors LLC | 21,641 | 20,941 | -700 | -3.23% |
| Farmers & Merchants Investments Inc. | 6,585 | 6,385 | -200 | -3.04% |
| State of Alaska Department of Revenue | 479,199 | 465,369 | -13,830 | -2.89% |
| Midwest Financial Group LLC | 13,918 | 13,553 | -365 | -2.62% |
| Benin Management CORP | 38,900 | 37,900 | -1,000 | -2.57% |
| Etesian Wealth Advisors Inc. | 45,345 | 44,231 | -1,114 | -2.46% |
| Financial Perspectives Inc | 11,007 | 10,767 | -240 | -2.18% |
| tru Independence LLC | 504,250 | 493,475 | -10,775 | -2.14% |
| Congress Wealth Management LLC DE | 19,250 | 18,847 | -403 | -2.09% |
| Royal Fund Management LLC | 40,049 | 39,234 | -815 | -2.04% |
| Palumbo Wealth Management LLC | 20,925 | 20,500 | -425 | -2.03% |
| Wealth Enhancement Advisory Services LLC | 3,414,230 | 3,346,565 | -67,665 | -1.98% |
| Stephens Consulting LLC | 15,954 | 15,639 | -315 | -1.97% |
| NBC Securities Inc. | 66,759 | 65,442 | -1,317 | -1.97% |
| Tsfg LLC | 47,780 | 46,910 | -870 | -1.82% |
| Guidance Capital Inc. | 15,501 | 15,228 | -273 | -1.76% |
| OneAscent Wealth Management LLC | 29,024 | 28,521 | -503 | -1.73% |
| Advance Capital Management Inc. | 54,843 | 53,909 | -934 | -1.70% |
| Acropolis Investment Management LLC | 12,148 | 11,941 | -207 | -1.70% |
| Wealth Alliance Advisory Group LLC | 34,170 | 33,622 | -548 | -1.60% |
| Norris Perne & French LLP MI | 67,543 | 66,493 | -1,050 | -1.55% |
| Bridgewealth Advisory Group LLC | 11,212 | 11,053 | -159 | -1.42% |
| Ignite Planners LLC | 27,444 | 27,058 | -386 | -1.41% |
| CIC Wealth LLC | 16,302 | 16,104 | -198 | -1.21% |
| Pure Financial Advisors Inc. | 22,292 | 22,075 | -217 | -0.97% |
| Mcdonald Partners LLC | 19,977 | 19,788 | -189 | -0.95% |
| Independence Bank of Kentucky | 32,975 | 32,675 | -300 | -0.91% |
| BKD Wealth Advisors LLC | 116,965 | 115,908 | -1,057 | -0.90% |
| Sunbelt Securities Inc. | 26,612 | 26,392 | -220 | -0.83% |
| Occidental Asset Management LLC | 48,013 | 47,638 | -375 | -0.78% |
| Douglas Lane & Associates LLC | 2,300,296 | 2,282,387 | -17,909 | -0.78% |
| Kaydan Wealth Management Inc. | 47,402 | 47,051 | -351 | -0.74% |
| Versant Capital Management Inc | 1,619 | 1,608 | -11 | -0.68% |
| Kiley Juergens Wealth Management LLC | 31,709 | 31,504 | -205 | -0.65% |
| City State Bank | 31,437 | 31,237 | -200 | -0.64% |
| Fox Hill Wealth Management | 44,288 | 44,041 | -247 | -0.56% |
| Bridge Creek Capital Management LLC | 219,394 | 218,229 | -1,165 | -0.53% |
| State of Michigan Retirement System | 1,461,379 | 1,454,179 | -7,200 | -0.49% |
| LexAurum Advisors LLC | 26,932 | 26,806 | -126 | -0.47% |
| Cornerstone Wealth Management LLC | 92,792 | 92,413 | -379 | -0.41% |
| Asset Dedication LLC | 10,689 | 10,654 | -35 | -0.33% |
| Czech National Bank | 688,683 | 686,699 | -1,984 | -0.29% |
| Addenda Capital Inc. | 452,640 | 451,379 | -1,261 | -0.28% |
| 13F Filers Exiting F | ||||
| Opinicus Capital Inc. | 87,078 | 0 | -87,078 | -100.00% |
| Strategic Advocates LLC | 20,726 | 0 | -20,726 | -100.00% |
| Cyndeo Wealth Partners LLC | 18,598 | 0 | -18,598 | -100.00% |
| BKA Wealth Consulting Inc. | 10,173 | 0 | -10,173 | -100.00% |
| KRS Capital Management LLC | 10,077 | 0 | -10,077 | -100.00% |
| Independent Wealth Network Inc. | 14,636 | 0 | -14,636 | -100.00% |
| Level Financial Advisors Inc. | 1,200 | 0 | -1,200 | -100.00% |
| Koss Olinger Consulting LLC | 74,841 | 0 | -74,841 | -100.00% |
| Firethorn Wealth Partners LLC | 14,458 | 0 | -14,458 | -100.00% |
| RFG Holdings Inc. | 18,537 | 0 | -18,537 | -100.00% |
| Oak Harvest Investment Services | 10,877 | 0 | -10,877 | -100.00% |
| Advisor Resource Council | 25,254 | 0 | -25,254 | -100.00% |
| Horizon Wealth Management LLC | 12,208 | 0 | -12,208 | -100.00% |
| Curated Wealth Partners LLC | 25,231 | 0 | -25,231 | -100.00% |
| Apexium Financial LP | 233,192 | 0 | -233,192 | -100.00% |
| Oak Thistle LLC | 16,016 | 0 | -16,016 | -100.00% |
| Founders Capital Management | 200 | 0 | -200 | -100.00% |
| Krane Funds Advisors LLC | 136,477 | 0 | -136,477 | -100.00% |
| Arlington Partners LLC | 271 | 0 | -271 | -100.00% |
| Burke & Herbert Bank & Trust Co. | 14,749 | 0 | -14,749 | -100.00% |
| Abner Herrman & Brock LLC | 10,250 | 0 | -10,250 | -100.00% |
| Beese Fulmer Investment Management Inc. | 10,671 | 0 | -10,671 | -100.00% |
| Atlantic Union Bankshares Corp | 84,630 | 0 | -84,630 | -100.00% |
See Summary: Institutional Holders of F
See Details: Top 10 Hedge Funds Holding F
Also See: F Insider Buying
