| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing MMC Share Count |
|---|
| American National Bank |
46 |
854 |
+808 |
+1756.52% |
| First Citizens Bank & Trust Co. |
1,952 |
16,257 |
+14,305 |
+732.84% |
| Exchange Traded Concepts LLC |
1,172 |
9,651 |
+8,479 |
+723.46% |
| Atwood & Palmer Inc. |
39 |
109 |
+70 |
+179.49% |
| Salem Investment Counselors Inc. |
25 |
45 |
+20 |
+80.00% |
| Banque Cantonale Vaudoise |
8,359 |
14,060 |
+5,701 |
+68.20% |
| Fortitude Family Office LLC |
76 |
118 |
+42 |
+55.26% |
| Massmutual Trust Co. FSB ADV |
1,808 |
2,648 |
+840 |
+46.46% |
| First Affirmative Financial Network |
1,206 |
1,582 |
+376 |
+31.18% |
| Hudson Valley Investment Advisors Inc. ADV |
41,417 |
54,062 |
+12,645 |
+30.53% |
| Trust Co. of Toledo NA OH |
2,246 |
2,754 |
+508 |
+22.62% |
| Wealth Enhancement Advisory Services LLC |
45,766 |
54,237 |
+8,471 |
+18.51% |
| Atlas Private Wealth Management |
4,148 |
4,905 |
+757 |
+18.25% |
| RFG Advisory LLC |
1,340 |
1,583 |
+243 |
+18.13% |
| GAMMA Investing LLC |
1,791 |
2,094 |
+303 |
+16.92% |
| Running Oak Capital LLC |
46,916 |
52,407 |
+5,491 |
+11.70% |
| Bruce G. Allen Investments LLC |
640 |
706 |
+66 |
+10.31% |
| Harbor Investment Advisory LLC |
427 |
470 |
+43 |
+10.07% |
| Aurum Wealth Management Group LLC |
1,166 |
1,268 |
+102 |
+8.75% |
| First National Bank of Mount Dora Trust Investment Services |
21,904 |
23,643 |
+1,739 |
+7.94% |
| JJJ Advisors Inc. |
300 |
323 |
+23 |
+7.67% |
| Aprio Wealth Management LLC |
1,888 |
1,994 |
+106 |
+5.61% |
| CX Institutional |
22,600 |
23,722 |
+1,122 |
+4.96% |
| AdvisorNet Financial Inc |
1,776 |
1,844 |
+68 |
+3.83% |
| Ignite Planners LLC |
1,207 |
1,246 |
+39 |
+3.23% |
| RDA Financial Network |
1,709 |
1,762 |
+53 |
+3.10% |
| NBC Securities Inc. |
604 |
622 |
+18 |
+2.98% |
| Dynamic Advisor Solutions LLC |
2,498 |
2,572 |
+74 |
+2.96% |
| Park Avenue Securities LLC |
12,974 |
13,296 |
+322 |
+2.48% |
| Brookstone Capital Management |
2,027 |
2,070 |
+43 |
+2.12% |
| Annex Advisory Services LLC |
55,183 |
56,149 |
+966 |
+1.75% |
| Wealthcare Advisory Partners LLC |
8,745 |
8,841 |
+96 |
+1.10% |
| Wedmont Private Capital |
6,757 |
6,816 |
+59 |
+0.87% |
| Gulf International Bank UK Ltd |
40,668 |
40,996 |
+328 |
+0.81% |
| Alaska Permanent Fund Corp |
69,764 |
70,125 |
+361 |
+0.52% |
| Lantz Financial LLC |
7,700 |
7,736 |
+36 |
+0.47% |
| Waller Financial Planning Group Inc. |
3,157 |
3,168 |
+11 |
+0.35% |
| Czech National Bank |
86,373 |
86,568 |
+195 |
+0.23% |
| SOA Wealth Advisors LLC. |
1,829 |
1,831 |
+2 |
+0.11% |
| West Coast Financial LLC |
65,468 |
65,532 |
+64 |
+0.10% |
| Ferguson Wellman Capital Management Inc. |
6,212 |
6,217 |
+5 |
+0.08% |
| 13F Filers Reporting New Positions In MMC |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
1,512 |
+1,512 |
+100% |
| Anderson Hoagland & Co. |
0 |
1,280 |
+1,280 |
+100% |
| Summit Financial Group Inc. |
0 |
993 |
+993 |
+100% |
| Stephenson National Bank & Trust |
0 |
97 |
+97 |
+100% |
| Westend Capital Management LLC |
0 |
43 |
+43 |
+100% |
| First PREMIER Bank |
0 |
36 |
+36 |
+100% |
| G&S Capital LLC |
0 |
13,333 |
+13,333 |
+100% |
| Austin Private Wealth LLC |
0 |
1,166 |
+1,166 |
+100% |
| General Partner Inc. |
0 |
298 |
+298 |
+100% |
| Richard P Slaughter Associates Inc |
0 |
1,000 |
+1,000 |
+100% |
| Sunflower Bank N.A. |
0 |
1,020 |
+1,020 |
+100% |
| IAM Advisory LLC |
0 |
7,727 |
+7,727 |
+100% |
| Rise Advisors LLC |
0 |
250 |
+250 |
+100% |
| GoalVest Advisory LLC |
0 |
8 |
+8 |
+100% |
| Pallas Capital Advisors LLC |
0 |
1,049 |
+1,049 |
+100% |
| Global Assets Advisory LLC |
0 |
13,049 |
+13,049 |
+100% |
| Daymark Wealth Partners LLC |
0 |
1,116 |
+1,116 |
+100% |
| Prairieview Wealth Partners LLC |
0 |
1,003 |
+1,003 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Neville Rodie & Shaw Inc. |
8,530 |
8,530 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
802 |
802 |
UNCH |
0.00% |
| Factory Mutual Insurance Co. |
79,400 |
79,400 |
UNCH |
0.00% |
| Congress Asset Management Co. MA |
2,087 |
2,087 |
UNCH |
0.00% |
| Nippon Life Insurance Co. |
2,622,700 |
2,622,700 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
875 |
875 |
UNCH |
0.00% |
| Bonness Enterprises Inc. |
25,500 |
25,500 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
65 |
65 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
158 |
158 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Smith & Howard Wealth Management LLC |
2,100 |
2,100 |
UNCH |
0.00% |
| Murphy Pohlad Asset Management LLC |
4,730 |
4,730 |
UNCH |
0.00% |
| Riverview Trust Co |
1,110 |
1,110 |
UNCH |
0.00% |
| Northside Capital Management LLC |
1,235 |
1,235 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
132 |
132 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
2,306 |
2,306 |
UNCH |
0.00% |
| Perpetual Ltd |
1,200 |
1,200 |
UNCH |
0.00% |
| Douglas Lane & Associates LLC |
4,897 |
4,897 |
UNCH |
0.00% |
| Symmetry Partners LLC |
4,218 |
4,218 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
58 |
58 |
UNCH |
0.00% |
| Murphy Middleton Hinkle & Parker Inc. |
5,191 |
5,191 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
66 |
66 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
1,200 |
1,200 |
UNCH |
0.00% |
| Pflug Koory LLC |
61 |
61 |
UNCH |
0.00% |
| Gleason Group Inc. |
75 |
75 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
410 |
410 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
559 |
559 |
UNCH |
0.00% |
| Horizons Wealth Management |
44 |
44 |
UNCH |
0.00% |
| Johnson & White Wealth Management LLC |
1,519 |
1,519 |
UNCH |
0.00% |
| New Hampshire Trust |
1,778 |
1,778 |
UNCH |
0.00% |
| Financiere des Professionnels Fonds d investissement inc. |
22,666 |
22,666 |
UNCH |
0.00% |
| PFS Partners LLC |
1,434 |
1,434 |
UNCH |
0.00% |
| Schulz Wealth LTD. |
1,135 |
1,135 |
UNCH |
0.00% |
| Mosley Wealth Management |
2,035 |
2,035 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
5 |
5 |
UNCH |
0.00% |
| 13F Filers Decreasing MMC Share Count |
|---|
| First Financialcorp IN |
247 |
28 |
-219 |
-88.66% |
| Los Angeles Capital Management & Equity Research Inc. |
250,825 |
167,628 |
-83,197 |
-33.17% |
| Tompkins Financial Corp |
868 |
618 |
-250 |
-28.80% |
| Procyon Private Wealth Partners LLC |
4,026 |
3,438 |
-588 |
-14.61% |
| Mather Group LLC. |
1,854 |
1,630 |
-224 |
-12.08% |
| DNB Asset Management AS |
120,411 |
106,417 |
-13,994 |
-11.62% |
| Arden Trust Co |
6,629 |
5,998 |
-631 |
-9.52% |
| Appleton Partners Inc. MA |
1,456 |
1,320 |
-136 |
-9.34% |
| West Paces Advisors Inc. |
5,657 |
5,144 |
-513 |
-9.07% |
| Fort Pitt Capital Group LLC |
91,914 |
83,799 |
-8,115 |
-8.83% |
| Pensionfund Sabic |
9,700 |
9,000 |
-700 |
-7.22% |
| Bank of New Hampshire |
2,261 |
2,111 |
-150 |
-6.63% |
| Rockland Trust Co. |
1,253 |
1,175 |
-78 |
-6.23% |
| Gateway Investment Advisers LLC |
3,977 |
3,787 |
-190 |
-4.78% |
| Canandaigua National Bank & Trust Co. |
6,214 |
5,944 |
-270 |
-4.35% |
| Enterprise Bank & Trust Co |
10,011 |
9,618 |
-393 |
-3.93% |
| Matthew Goff Investment Advisor LLC |
3,891 |
3,749 |
-142 |
-3.65% |
| Perkins Coie Trust Co |
295 |
286 |
-9 |
-3.05% |
| Capital Investment Advisors LLC |
4,614 |
4,486 |
-128 |
-2.77% |
| Fulton Bank N.A. |
4,274 |
4,179 |
-95 |
-2.22% |
| Versant Capital Management Inc |
392 |
384 |
-8 |
-2.04% |
| RMR Wealth Builders |
8,854 |
8,674 |
-180 |
-2.03% |
| Contravisory Investment Management Inc. |
40,750 |
40,140 |
-610 |
-1.50% |
| US Asset Management LLC |
6,017 |
5,937 |
-80 |
-1.33% |
| International Assets Investment Management LLC |
1,235 |
1,220 |
-15 |
-1.21% |
| Ausdal Financial Partners Inc. |
3,668 |
3,624 |
-44 |
-1.20% |
| Abner Herrman & Brock LLC |
1,870 |
1,850 |
-20 |
-1.07% |
| Northwest Investment Counselors LLC |
16,019 |
15,861 |
-158 |
-0.99% |
| Boltwood Capital Management |
5,544 |
5,494 |
-50 |
-0.90% |
| Ballentine Partners LLC |
7,788 |
7,719 |
-69 |
-0.89% |
| CVA Family Office LLC |
910 |
902 |
-8 |
-0.88% |
| Mechanics Bank Trust Department |
18,589 |
18,441 |
-148 |
-0.80% |
| Moody National Bank Trust Division |
14,644 |
14,530 |
-114 |
-0.78% |
| CHURCHILL MANAGEMENT Corp |
32,782 |
32,625 |
-157 |
-0.48% |
| Exchange Bank |
6,268 |
6,239 |
-29 |
-0.46% |
| Bennett Selby Investments LP |
36,593 |
36,489 |
-104 |
-0.28% |
| CWM LLC |
21,445 |
21,406 |
-39 |
-0.18% |
| New England Professional Planning Group Inc. |
1,213 |
1,211 |
-2 |
-0.16% |
| Advance Capital Management Inc. |
4,298 |
4,292 |
-6 |
-0.14% |
| Tealwood Asset Management Inc. |
9,676 |
9,665 |
-11 |
-0.11% |
| Defined Wealth Management LLC |
3,118 |
3,115 |
-3 |
-0.10% |
| 13F Filers Exiting MMC |
|---|
| Inscription Capital LLC |
1,415 |
0 |
-1,415 |
-100.00% |
| Lowe Wealth Advisors LLC |
60 |
0 |
-60 |
-100.00% |
| Bangor Savings Bank |
4 |
0 |
-4 |
-100.00% |
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