HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GOVT Share Count | ||||
| Foster Group Inc. | 82,616 | 1,812,960 | +1,730,344 | +2094.44% |
| Tsfg LLC | 24 | 144 | +120 | +500.00% |
| Atticus Wealth Management LLC | 96 | 308 | +212 | +220.83% |
| ST Germain D J Co. Inc. | 316,025 | 708,197 | +392,172 | +124.10% |
| Cedar Brook Financial Partners LLC | 15,621 | 28,786 | +13,165 | +84.28% |
| Sound Income Strategies LLC | 426 | 767 | +341 | +80.05% |
| Cyndeo Wealth Partners LLC | 35,670 | 58,966 | +23,296 | +65.31% |
| Signal Advisors Wealth LLC | 27,274 | 39,691 | +12,417 | +45.53% |
| Wealth Enhancement Advisory Services LLC | 531,423 | 764,698 | +233,275 | +43.90% |
| Roble Belko & Company Inc | 51,412 | 73,274 | +21,862 | +42.52% |
| Clarity Financial LLC | 13,755 | 19,574 | +5,819 | +42.30% |
| City State Bank | 5,850 | 8,122 | +2,272 | +38.84% |
| Salem Investment Counselors Inc. | 2,213 | 2,868 | +655 | +29.60% |
| Wallace Advisory Group LLC | 25,741 | 32,805 | +7,064 | +27.44% |
| Stratos Wealth Partners LTD. | 106,183 | 128,593 | +22,410 | +21.11% |
| KMG Fiduciary Partners LLC | 10,375 | 12,543 | +2,168 | +20.90% |
| SOA Wealth Advisors LLC. | 219 | 256 | +37 | +16.89% |
| Montecito Bank & Trust | 451,856 | 517,774 | +65,918 | +14.59% |
| Park Avenue Securities LLC | 865,993 | 991,165 | +125,172 | +14.45% |
| Bull Oak Capital LLC | 324,470 | 369,985 | +45,515 | +14.03% |
| AdvisorNet Financial Inc | 176,501 | 200,679 | +24,178 | +13.70% |
| Twele Capital Management Inc. | 51,101 | 57,917 | +6,816 | +13.34% |
| Crane Advisory LLC | 2,987,191 | 3,306,537 | +319,346 | +10.69% |
| Keel Point LLC | 94,871 | 104,950 | +10,079 | +10.62% |
| Dynamic Advisor Solutions LLC | 152,148 | 166,783 | +14,635 | +9.62% |
| Fidelity D & D Bancorp Inc. | 99,843 | 107,522 | +7,679 | +7.69% |
| WealthCare Investment Partners LLC | 94,810 | 101,630 | +6,820 | +7.19% |
| Deane Retirement Strategies Inc. | 5,479 | 5,866 | +387 | +7.06% |
| MCF Advisors LLC | 3,921,528 | 4,194,589 | +273,061 | +6.96% |
| Trilogy Capital Inc. | 924,795 | 987,287 | +62,492 | +6.76% |
| Wedmont Private Capital | 1,766,774 | 1,866,147 | +99,373 | +5.62% |
| Avondale Wealth Management | 79,674 | 83,675 | +4,001 | +5.02% |
| Prairieview Wealth Partners LLC | 461,330 | 482,501 | +21,171 | +4.59% |
| Occidental Asset Management LLC | 487,167 | 501,991 | +14,824 | +3.04% |
| Anderson Hoagland & Co. | 233,316 | 239,198 | +5,882 | +2.52% |
| Optimum Investment Advisors | 7,717 | 7,886 | +169 | +2.19% |
| Hoese & Co LLP | 775,524 | 792,249 | +16,725 | +2.16% |
| Harbor Investment Advisory LLC | 47 | 48 | +1 | +2.13% |
| Eagle Rock Investment Company LLC | 10,000 | 10,175 | +175 | +1.75% |
| Portside Wealth Group LLC | 215,425 | 218,309 | +2,884 | +1.34% |
| Bromfield Sneider Wealth Advisors | 8,349 | 8,366 | +17 | +0.20% |
| 13F Filers Reporting New Positions In GOVT | ||||
| Country Trust Bank | 0 | 120 | +120 | +100% |
| American National Bank | 0 | 5,600 | +5,600 | +100% |
| Future Financial Wealth Managment LLC | 0 | 3,532 | +3,532 | +100% |
| Legacy Financial Group LLC | 0 | 9,671 | +9,671 | +100% |
| Cherrydale Wealth Management LLC | 0 | 44,923 | +44,923 | +100% |
| Daymark Wealth Partners LLC | 0 | 9,298 | +9,298 | +100% |
| GAMMA Investing LLC | 0 | 17,258 | +17,258 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Toth Financial Advisory Corp | 143 | 143 | UNCH | 0.00% |
| Barrett & Company Inc. | 114 | 114 | UNCH | 0.00% |
| Tompkins Financial Corp | 140 | 140 | UNCH | 0.00% |
| Adirondack Trust Co. | 3,383 | 3,383 | UNCH | 0.00% |
| Peoples Financial Services CORP. | 619 | 619 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 1,481 | 1,481 | UNCH | 0.00% |
| Webster Bank N. A. | 1,087 | 1,087 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 3,319 | 3,319 | UNCH | 0.00% |
| Asset Dedication LLC | 37 | 37 | UNCH | 0.00% |
| JJJ Advisors Inc. | 3,923 | 3,923 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 2,158 | 2,158 | UNCH | 0.00% |
| First PREMIER Bank | 4,045 | 4,045 | UNCH | 0.00% |
| Pinnacle Bank | 1,111 | 1,111 | UNCH | 0.00% |
| Northwest Capital Management Inc | 1,278 | 1,278 | UNCH | 0.00% |
| Pflug Koory LLC | 4,953 | 4,953 | UNCH | 0.00% |
| Pacifica Partners Inc. | 404 | 404 | UNCH | 0.00% |
| Davis Capital Management | 208 | 208 | UNCH | 0.00% |
| RWM Asset Management LLC | 24,495 | 24,495 | UNCH | 0.00% |
| Kathleen S. Wright Associates Inc. | 443 | 443 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,473,662 | 1,473,662 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 7,148 | 7,148 | UNCH | 0.00% |
| Arlington Trust Co LLC | 441 | 441 | UNCH | 0.00% |
| West Paces Advisors Inc. | 1,500 | 1,500 | UNCH | 0.00% |
| 13F Filers Decreasing GOVT Share Count | ||||
| Arden Trust Co | 349,309 | 77,760 | -271,549 | -77.74% |
| Ameliora Wealth Management Ltd. | 5,900 | 1,377 | -4,523 | -76.66% |
| Global Wealth Strategies & Associates | 209,661 | 50,368 | -159,293 | -75.98% |
| Stewardship Advisors LLC | 741,994 | 294,573 | -447,421 | -60.30% |
| Stonehearth Capital Management LLC | 42,552 | 21,784 | -20,768 | -48.81% |
| Summit Financial Group Inc. | 30,264 | 17,021 | -13,243 | -43.76% |
| Mosley Wealth Management | 43,733 | 25,280 | -18,453 | -42.19% |
| RFG Advisory LLC | 49,432 | 30,025 | -19,407 | -39.26% |
| Procyon Private Wealth Partners LLC | 21,458 | 13,683 | -7,775 | -36.23% |
| Security Financial Services INC. | 22,367 | 14,365 | -8,002 | -35.78% |
| CWM LLC | 2,442,513 | 1,781,729 | -660,784 | -27.05% |
| Kingswood Wealth Advisors LLC | 94,654 | 69,778 | -24,876 | -26.28% |
| Firethorn Wealth Partners LLC | 19,007 | 14,236 | -4,771 | -25.10% |
| ONE Advisory Partners LLC | 16,444 | 12,379 | -4,065 | -24.72% |
| Cypress Wealth Services LLC | 33,215 | 25,106 | -8,109 | -24.41% |
| NBC Securities Inc. | 12,676 | 9,696 | -2,980 | -23.51% |
| Range Financial Group LLC | 19,728 | 15,184 | -4,544 | -23.03% |
| Apeiron RIA LLC | 12,758 | 9,902 | -2,856 | -22.39% |
| One Wealth Advisors LLC | 64,508 | 53,688 | -10,820 | -16.77% |
| Austin Private Wealth LLC | 83,221 | 71,143 | -12,078 | -14.51% |
| Pallas Capital Advisors LLC | 10,633 | 9,108 | -1,525 | -14.34% |
| International Assets Investment Management LLC | 22,599 | 19,477 | -3,122 | -13.81% |
| Hoxton Planning & Management LLC | 68,467 | 59,851 | -8,616 | -12.58% |
| Columbus Macro LLC | 16,317 | 14,290 | -2,027 | -12.42% |
| Cooper Financial Group | 12,721 | 11,183 | -1,538 | -12.09% |
| David R. Rahn & Associates Inc. | 112,537 | 100,318 | -12,219 | -10.86% |
| Crestmont Private Wealth LLC | 146,995 | 132,075 | -14,920 | -10.15% |
| RDA Financial Network | 9,799 | 8,970 | -829 | -8.46% |
| Stratos Wealth Advisors LLC | 15,285 | 14,050 | -1,235 | -8.08% |
| Brookstone Capital Management | 1,722,031 | 1,600,267 | -121,764 | -7.07% |
| Capital Asset Advisory Services LLC | 22,298 | 20,900 | -1,398 | -6.27% |
| Stableford Capital II LLC | 44,130 | 42,379 | -1,751 | -3.97% |
| Apella Capital LLC | 15,129 | 14,549 | -580 | -3.83% |
| Mather Group LLC. | 236,456 | 227,892 | -8,564 | -3.62% |
| FSC Wealth Advisors LLC | 1,058 | 1,057 | -1 | -0.09% |
| 13F Filers Exiting GOVT | ||||
| Halpern Financial Inc. | 13 | 0 | -13 | -100.00% |
| Register Financial Advisors LLC | 93 | 0 | -93 | -100.00% |
| Fortitude Family Office LLC | 4,136 | 0 | -4,136 | -100.00% |
| Independent Wealth Network Inc. | 32,302 | 0 | -32,302 | -100.00% |
| Williams Financial LLC | 204,909 | 0 | -204,909 | -100.00% |
| Strategic Equity Management | 183,688 | 0 | -183,688 | -100.00% |
| Clearview Wealth Advisors LLC | 14,358 | 0 | -14,358 | -100.00% |
| Aprio Wealth Management LLC | 15,432 | 0 | -15,432 | -100.00% |
| Market Street Wealth Management Advisors LLC | 18,159 | 0 | -18,159 | -100.00% |
| Criterion Capital Advisors LLC | 1,379 | 0 | -1,379 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 4,193 | 0 | -4,193 | -100.00% |
| Richardson Capital Management LLC | 263 | 0 | -263 | -100.00% |
| Arlington Partners LLC | 441 | 0 | -441 | -100.00% |
See Summary: Institutional Holders of GOVT
See Details: Top 10 Hedge Funds Holding GOVT
