HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MGC Share Count | ||||
| City State Bank | 100 | 332 | +232 | +232.00% |
| Royal Fund Management LLC | 6,502 | 9,578 | +3,076 | +47.31% |
| Apella Capital LLC | 251,240 | 320,332 | +69,092 | +27.50% |
| Signature Securities Group Corporation | 1,994 | 2,260 | +266 | +13.34% |
| Stephenson National Bank & Trust | 28,172 | 30,711 | +2,539 | +9.01% |
| Capital Investment Advisors LLC | 43,354 | 45,708 | +2,354 | +5.43% |
| Wealth Enhancement Advisory Services LLC | 36,617 | 38,520 | +1,903 | +5.20% |
| Salem Investment Counselors Inc. | 8,065 | 8,226 | +161 | +2.00% |
| Great Oak Capital Partners LLC | 1,421 | 1,426 | +5 | +0.35% |
| Von Berge Wealth Management Group LLC | 1,860 | 1,861 | +1 | +0.05% |
| 13F Filers Reporting New Positions In MGC | ||||
| First Financialcorp IN | 0 | 8,093 | +8,093 | +100% |
| Massmutual Trust Co. FSB ADV | 0 | 90 | +90 | +100% |
| EWG Elevate Inc. | 0 | 43,475 | +43,475 | +100% |
| Future Financial Wealth Managment LLC | 0 | 200 | +200 | +100% |
| Global Assets Advisory LLC | 0 | 280,200 | +280,200 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 4,120 | 4,120 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 70 | 70 | UNCH | 0.00% |
| Matthew Goff Investment Advisor LLC | 11,304 | 11,304 | UNCH | 0.00% |
| Legacy Private Trust Co. | 8,142 | 8,142 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 1,456 | 1,456 | UNCH | 0.00% |
| Mather Group LLC. | 6,731 | 6,731 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 342 | 342 | UNCH | 0.00% |
| Roble Belko & Company Inc | 742 | 742 | UNCH | 0.00% |
| Northwest Capital Management Inc | 513 | 513 | UNCH | 0.00% |
| Sound Income Strategies LLC | 50 | 50 | UNCH | 0.00% |
| Pathway Financial Advisors LLC | 2,555 | 2,555 | UNCH | 0.00% |
| Capital Planning LLC | 2,506 | 2,506 | UNCH | 0.00% |
| Heartwood Wealth Advisors LLC | 9,661 | 9,661 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 130 | 130 | UNCH | 0.00% |
| West Financial Advisors LLC | 3,827 | 3,827 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 720 | 720 | UNCH | 0.00% |
| 13F Filers Decreasing MGC Share Count | ||||
| Hobart Private Capital LLC | 26,826 | 1,680 | -25,146 | -93.74% |
| Security Financial Services INC. | 56,021 | 17,491 | -38,530 | -68.78% |
| Buttonwood Financial Group LLC | 42,538 | 19,258 | -23,280 | -54.73% |
| OLD National Bancorp IN | 21,180 | 12,640 | -8,540 | -40.32% |
| Brookstone Capital Management | 1,916 | 1,347 | -569 | -29.70% |
| First Citizens Bank & Trust Co. | 3,323 | 2,923 | -400 | -12.04% |
| Dynamic Advisor Solutions LLC | 20,726 | 18,739 | -1,987 | -9.59% |
| CWM LLC | 1,747 | 1,644 | -103 | -5.90% |
| Park Avenue Securities LLC | 16,204 | 15,304 | -900 | -5.55% |
| Financial Synergies Wealth Advisors Inc. | 2,707 | 2,578 | -129 | -4.77% |
| Garrett Investment Advisors LLC | 1,593 | 1,533 | -60 | -3.77% |
| Hilltop Wealth Advisors LLC | 14,564 | 14,338 | -226 | -1.55% |
| MJP Associates Inc. ADV | 5,691 | 5,604 | -87 | -1.53% |
| Systelligence LLC | 76,754 | 76,409 | -345 | -0.45% |
| 13F Filers Exiting MGC | ||||
| International Assets Investment Management LLC | 61,051 | 0 | -61,051 | -100.00% |
See Summary: Institutional Holders of MGC
See Details: Top 10 Hedge Funds Holding MGC
