| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HUBS Share Count |
|---|
| Massmutual Trust Co. FSB ADV |
4 |
11 |
+7 |
+175.00% |
| Retireful LLC |
2,335 |
6,058 |
+3,723 |
+159.44% |
| Brown Advisory Inc. |
6,714 |
13,317 |
+6,603 |
+98.35% |
| Assenagon Asset Management S.A. |
58,409 |
108,915 |
+50,506 |
+86.47% |
| CWM LLC |
693 |
1,243 |
+550 |
+79.37% |
| Robeco Institutional Asset Management B.V. |
58,335 |
102,849 |
+44,514 |
+76.31% |
| Sunbelt Securities Inc. |
235 |
408 |
+173 |
+73.62% |
| Private Trust Co. NA |
27 |
37 |
+10 |
+37.04% |
| AdvisorNet Financial Inc |
31 |
42 |
+11 |
+35.48% |
| Exchange Traded Concepts LLC |
4,111 |
5,533 |
+1,422 |
+34.59% |
| Juncture Wealth Strategies LLC |
1,433 |
1,913 |
+480 |
+33.50% |
| DekaBank Deutsche Girozentrale |
10,859 |
14,409 |
+3,550 |
+32.69% |
| Global Retirement Partners LLC |
41 |
52 |
+11 |
+26.83% |
| Founders Financial Securities LLC |
355 |
449 |
+94 |
+26.48% |
| Ballentine Partners LLC |
427 |
519 |
+92 |
+21.55% |
| Western Financial Corp CA |
1,324 |
1,594 |
+270 |
+20.39% |
| Allspring Global Investments Holdings LLC |
93,614 |
111,175 |
+17,561 |
+18.76% |
| Valley National Advisers Inc. |
83 |
97 |
+14 |
+16.87% |
| Cambridge Investment Research Advisors Inc. |
4,630 |
5,348 |
+718 |
+15.51% |
| GAMMA Investing LLC |
105 |
120 |
+15 |
+14.29% |
| Stratos Wealth Partners LTD. |
492 |
562 |
+70 |
+14.23% |
| Fulton Bank N.A. |
756 |
845 |
+89 |
+11.77% |
| Veriti Management LLC |
1,394 |
1,546 |
+152 |
+10.90% |
| Wealthfront Advisers LLC |
7,057 |
7,761 |
+704 |
+9.98% |
| Catalyst Financial Partners LLC |
460 |
504 |
+44 |
+9.57% |
| Spire Wealth Management |
1,007 |
1,092 |
+85 |
+8.44% |
| Park Avenue Securities LLC |
1,428 |
1,547 |
+119 |
+8.33% |
| Wealth Enhancement Advisory Services LLC |
1,736 |
1,859 |
+123 |
+7.09% |
| Eagle Wealth Strategies LLC |
365 |
386 |
+21 |
+5.75% |
| Maryland State Retirement & Pension System |
3,486 |
3,637 |
+151 |
+4.33% |
| First Affirmative Financial Network |
475 |
493 |
+18 |
+3.79% |
| Raymond James Financial Services Advisors Inc. |
21,869 |
22,695 |
+826 |
+3.78% |
| Fifth Third Bancorp |
1,177 |
1,210 |
+33 |
+2.80% |
| Bouvel Investment Partners LLC |
1,754 |
1,793 |
+39 |
+2.22% |
| Cigna Investments Inc. New |
488 |
498 |
+10 |
+2.05% |
| Avitas Wealth Management LLC |
1,520 |
1,551 |
+31 |
+2.04% |
| Dynamic Advisor Solutions LLC |
2,205 |
2,247 |
+42 |
+1.90% |
| Valeo Financial Advisors LLC |
824 |
836 |
+12 |
+1.46% |
| Slow Capital Inc. |
6,301 |
6,386 |
+85 |
+1.35% |
| CVA Family Office LLC |
100 |
101 |
+1 |
+1.00% |
| Kovack Advisors Inc. |
1,410 |
1,420 |
+10 |
+0.71% |
| Sumitomo Mitsui Trust Holdings Inc. |
125,843 |
126,557 |
+714 |
+0.57% |
| Harbour Capital Advisors LLC |
8,344 |
8,354 |
+10 |
+0.12% |
| Azzad Asset Management Inc. ADV |
3,236 |
3,238 |
+2 |
+0.06% |
| 13F Filers Reporting New Positions In HUBS |
|---|
| DNB Asset Management AS |
0 |
11,148 |
+11,148 |
+100% |
| WESPAC Advisors LLC |
0 |
322 |
+322 |
+100% |
| Mather Group LLC. |
0 |
215 |
+215 |
+100% |
| Riverview Trust Co |
0 |
43 |
+43 |
+100% |
| MV Capital Management Inc. |
0 |
3 |
+3 |
+100% |
| First PREMIER Bank |
0 |
2 |
+2 |
+100% |
| IFM Investors Pty Ltd |
0 |
9,993 |
+9,993 |
+100% |
| Bfsg LLC |
0 |
16 |
+16 |
+100% |
| Sound Income Strategies LLC |
0 |
11 |
+11 |
+100% |
| Strategic Blueprint LLC |
0 |
449 |
+449 |
+100% |
| Hexagon Capital Partners LLC |
0 |
8 |
+8 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
349 |
+349 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
10 |
+10 |
+100% |
| Simplicity Wealth LLC |
0 |
731 |
+731 |
+100% |
| Daymark Wealth Partners LLC |
0 |
321 |
+321 |
+100% |
| Tanglewood Legacy Advisors LLC |
0 |
12 |
+12 |
+100% |
| Rappaport Reiches Capital Management LLC |
0 |
560 |
+560 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
3 |
3 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
10 |
10 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
700 |
700 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
610 |
610 |
UNCH |
0.00% |
| Adirondack Trust Co. |
160 |
160 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
199 |
199 |
UNCH |
0.00% |
| Legato Capital Management LLC |
3,057 |
3,057 |
UNCH |
0.00% |
| Diversified Trust Co |
626 |
626 |
UNCH |
0.00% |
| Alta Advisers Ltd |
100 |
100 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
8 |
8 |
UNCH |
0.00% |
| Gradient Investments LLC |
2 |
2 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
100 |
100 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
16 |
16 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
2 |
2 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
3,897 |
3,897 |
UNCH |
0.00% |
| CKW Financial Group |
203 |
203 |
UNCH |
0.00% |
| MCF Advisors LLC |
40 |
40 |
UNCH |
0.00% |
| Ridgewood Investments LLC |
1,522 |
1,522 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
15 |
15 |
UNCH |
0.00% |
| Versant Capital Management Inc |
23 |
23 |
UNCH |
0.00% |
| West Branch Capital LLC |
13 |
13 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
10 |
10 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
8 |
8 |
UNCH |
0.00% |
| Waypoint Wealth Partners Inc. |
775 |
775 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
30 |
30 |
UNCH |
0.00% |
| DGS Capital Management LLC |
1,427 |
1,427 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
597 |
597 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
6,730 |
6,730 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,492 |
1,492 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
624 |
624 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
15 |
15 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
16 |
16 |
UNCH |
0.00% |
| Stephens Consulting LLC |
5 |
5 |
UNCH |
0.00% |
| Park Place Capital Corp |
6 |
6 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
14 |
14 |
UNCH |
0.00% |
| 13F Filers Decreasing HUBS Share Count |
|---|
| Venturi Wealth Management LLC |
61 |
19 |
-42 |
-68.85% |
| Los Angeles Capital Management & Equity Research Inc. |
22,546 |
8,817 |
-13,729 |
-60.89% |
| PFS Partners LLC |
122 |
61 |
-61 |
-50.00% |
| Perpetual Ltd |
1,616 |
826 |
-790 |
-48.89% |
| Amalgamated Bank |
5,940 |
3,189 |
-2,751 |
-46.31% |
| Moody National Bank Trust Division |
3,719 |
2,031 |
-1,688 |
-45.39% |
| Wasatch Advisors Inc. |
59,248 |
39,479 |
-19,769 |
-33.37% |
| Banque Cantonale Vaudoise |
1,949 |
1,337 |
-612 |
-31.40% |
| Guinness Atkinson Asset Management Inc |
96 |
66 |
-30 |
-31.25% |
| AMF Pensionsforsakring AB |
11,241 |
8,541 |
-2,700 |
-24.02% |
| State of Alaska Department of Revenue |
12,075 |
9,780 |
-2,295 |
-19.01% |
| Affinity Capital Advisors LLC |
510 |
416 |
-94 |
-18.43% |
| Raymond James & Associates |
64,634 |
55,216 |
-9,418 |
-14.57% |
| AlphaCentric Advisors LLC |
68 |
60 |
-8 |
-11.76% |
| Values First Advisors Inc. |
1,427 |
1,289 |
-138 |
-9.67% |
| Symmetry Partners LLC |
653 |
608 |
-45 |
-6.89% |
| McAdam LLC |
1,613 |
1,509 |
-104 |
-6.45% |
| Raymond James Trust N.A. |
592 |
557 |
-35 |
-5.91% |
| GraniteShares Advisors LLC |
1,153 |
1,090 |
-63 |
-5.46% |
| Peak Financial Management Inc. |
771 |
730 |
-41 |
-5.32% |
| Salem Investment Counselors Inc. |
199 |
189 |
-10 |
-5.03% |
| Winthrop Advisory Group LLC |
674 |
642 |
-32 |
-4.75% |
| Aurum Wealth Management Group LLC |
351 |
335 |
-16 |
-4.56% |
| NBC Securities Inc. |
224 |
215 |
-9 |
-4.02% |
| Wolff Wiese Magana LLC |
349 |
335 |
-14 |
-4.01% |
| Norris Perne & French LLP MI |
35,073 |
33,848 |
-1,225 |
-3.49% |
| BluePath Capital Management LLC |
893 |
869 |
-24 |
-2.69% |
| First Hawaiian Bank |
1,380 |
1,345 |
-35 |
-2.54% |
| Arden Trust Co |
1,935 |
1,886 |
-49 |
-2.53% |
| Stanley Laman Group Ltd. |
2,537 |
2,484 |
-53 |
-2.09% |
| Cherry Creek Investment Advisors Inc. |
656 |
646 |
-10 |
-1.52% |
| Stonegate Investment Group LLC |
4,395 |
4,333 |
-62 |
-1.41% |
| Gunderson Capital Management Inc. |
2,462 |
2,437 |
-25 |
-1.02% |
| Flagship Harbor Advisors LLC |
1,751 |
1,748 |
-3 |
-0.17% |
| Albion Financial Group UT |
572 |
571 |
-1 |
-0.17% |
| Harbor Investment Advisory LLC |
89,566 |
89,565 |
-1 |
-0.00% |
| 13F Filers Exiting HUBS |
|---|
| Everpar Advisors LLC |
477 |
0 |
-477 |
-100.00% |
| Global Wealth Strategies & Associates |
25 |
0 |
-25 |
-100.00% |
| Level Financial Advisors Inc. |
150 |
0 |
-150 |
-100.00% |
| International Assets Investment Management LLC |
78,953 |
0 |
-78,953 |
-100.00% |
| Mirador Capital Partners LP |
536 |
0 |
-536 |
-100.00% |
| Arlington Partners LLC |
14 |
0 |
-14 |
-100.00% |
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