HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MUB Share Count | ||||
| Platte River Wealth Advisors LLC | 13,882 | 73,037 | +59,155 | +426.13% |
| Aspire Private Capital LLC | 1,931 | 7,337 | +5,406 | +279.96% |
| Executive Wealth Group LLC | 8,791 | 26,428 | +17,637 | +200.63% |
| Claro Advisors LLC | 2,107 | 6,333 | +4,226 | +200.57% |
| Wiley BROS. Aintree Capital LLC | 2,767 | 8,015 | +5,248 | +189.66% |
| FF Advisors LLC | 3,336 | 8,806 | +5,470 | +163.97% |
| Confluence Wealth Services Inc. | 9,581 | 24,235 | +14,654 | +152.95% |
| Mainsail Financial Group LLC | 7,059 | 16,570 | +9,511 | +134.74% |
| Wealth Alliance Advisory Group LLC | 3,243 | 7,243 | +4,000 | +123.34% |
| Ehrlich Financial Group | 2,783 | 6,192 | +3,409 | +122.49% |
| Exchange Capital Management Inc. | 4,390 | 8,860 | +4,470 | +101.82% |
| Francis Financial Inc. | 3,123 | 5,931 | +2,808 | +89.91% |
| APCM Wealth Management for Individuals | 77,469 | 144,034 | +66,565 | +85.92% |
| Strategic Blueprint LLC | 33,649 | 59,340 | +25,691 | +76.35% |
| Collective Family Office LLC | 5,481 | 9,651 | +4,170 | +76.08% |
| Alhambra Investment Partners LLC | 32,791 | 57,018 | +24,227 | +73.88% |
| Harbor Investment Advisory LLC | 362 | 597 | +235 | +64.92% |
| Palumbo Wealth Management LLC | 2,542 | 4,135 | +1,593 | +62.67% |
| Rosenberg Matthew Hamilton | 13,056 | 21,077 | +8,021 | +61.44% |
| Spinnaker Investment Group LLC | 16,293 | 23,991 | +7,698 | +47.25% |
| Sutton Place Investors LLC | 2,851 | 4,126 | +1,275 | +44.72% |
| Trinity Wealth Management LLC | 45,305 | 65,491 | +20,186 | +44.56% |
| AFG Fiduciary Services Limited Partnership | 5,816 | 8,396 | +2,580 | +44.36% |
| West Financial Advisors LLC | 6,707 | 9,354 | +2,647 | +39.47% |
| Capital Asset Advisory Services LLC | 114,246 | 159,165 | +44,919 | +39.32% |
| CWM LLC | 329,339 | 455,562 | +126,223 | +38.33% |
| One Wealth Advisors LLC | 79,456 | 109,724 | +30,268 | +38.09% |
| Wealthcare Capital Management LLC | 42,683 | 58,184 | +15,501 | +36.32% |
| Colton Groome Financial Advisors LLC | 24,170 | 32,805 | +8,635 | +35.73% |
| Charter Oak Capital Management LLC | 4,317 | 5,857 | +1,540 | +35.67% |
| Cornerstone Wealth Group LLC | 12,487 | 16,925 | +4,438 | +35.54% |
| Hexagon Capital Partners LLC | 2,934 | 3,870 | +936 | +31.90% |
| Flagship Harbor Advisors LLC | 13,987 | 18,161 | +4,174 | +29.84% |
| Firethorn Wealth Partners LLC | 4,119 | 5,271 | +1,152 | +27.97% |
| Northeast Financial Group Inc. | 50,516 | 63,600 | +13,084 | +25.90% |
| Asio Capital LLC | 164,834 | 205,312 | +40,478 | +24.56% |
| Signature Securities Group Corporation | 1,933 | 2,390 | +457 | +23.64% |
| Avenue 1 Advisors LLC | 77,216 | 93,712 | +16,496 | +21.36% |
| Dohj LLC | 207,640 | 251,794 | +44,154 | +21.26% |
| AdvisorNet Financial Inc | 16,935 | 20,497 | +3,562 | +21.03% |
| Slow Capital Inc. | 233,968 | 281,710 | +47,742 | +20.41% |
| Catalyst Financial Partners LLC | 72,508 | 86,518 | +14,010 | +19.32% |
| CVA Family Office LLC | 783 | 929 | +146 | +18.65% |
| Safir Wealth Advisors LLC | 16,229 | 19,239 | +3,010 | +18.55% |
| Paul Damon & Associates Inc. | 6,057 | 7,125 | +1,068 | +17.63% |
| Wealth Management Resources Inc. | 39,295 | 46,219 | +6,924 | +17.62% |
| Nations Financial Group Inc. IA ADV | 6,695 | 7,860 | +1,165 | +17.40% |
| ONE Advisory Partners LLC | 30,124 | 35,215 | +5,091 | +16.90% |
| UMA Financial Services Inc. | 11,183 | 13,054 | +1,871 | +16.73% |
| BTS Asset Management Inc. | 2,117 | 2,468 | +351 | +16.58% |
| Morton Brown Family Wealth LLC | 161,864 | 187,169 | +25,305 | +15.63% |
| Boston Standard Wealth Management LLC | 150,491 | 173,925 | +23,434 | +15.57% |
| Cahaba Wealth Management Inc. | 182,101 | 210,212 | +28,111 | +15.44% |
| Advocacy Wealth Management Services LLC | 2,678 | 3,086 | +408 | +15.24% |
| Burt Wealth Advisors | 63,118 | 72,541 | +9,423 | +14.93% |
| GAMMA Investing LLC | 50,648 | 57,714 | +7,066 | +13.95% |
| CX Institutional | 159,512 | 181,011 | +21,499 | +13.48% |
| Wealthcare Advisory Partners LLC | 347,639 | 393,903 | +46,264 | +13.31% |
| Strategic Investment Advisors MI | 5,518 | 6,243 | +725 | +13.14% |
| Albion Financial Group UT | 48,595 | 54,940 | +6,345 | +13.06% |
| Apeiron RIA LLC | 81,673 | 92,111 | +10,438 | +12.78% |
| Steel Peak Wealth Management LLC | 29,326 | 33,052 | +3,726 | +12.71% |
| Wealth Enhancement Advisory Services LLC | 578,380 | 651,629 | +73,249 | +12.66% |
| Kwmg LLC | 25,423 | 28,614 | +3,191 | +12.55% |
| Grey Fox Wealth Advisors LLC | 17,728 | 19,855 | +2,127 | +12.00% |
| Chesley Taft & Associates LLC | 151,276 | 168,386 | +17,110 | +11.31% |
| Keel Point LLC | 6,831 | 7,594 | +763 | +11.17% |
| Leeward Financial Partners LLC | 25,305 | 28,111 | +2,806 | +11.09% |
| Canvas Wealth Advisors LLC | 8,589 | 9,537 | +948 | +11.04% |
| McAdam LLC | 49,457 | 54,860 | +5,403 | +10.92% |
| Cyndeo Wealth Partners LLC | 3,595 | 3,966 | +371 | +10.32% |
| Financial Strategies Group Inc. | 11,140 | 12,277 | +1,137 | +10.21% |
| Brookstone Capital Management | 68,011 | 74,816 | +6,805 | +10.01% |
| Phillips Financial Management LLC | 53,822 | 58,769 | +4,947 | +9.19% |
| Global Wealth Strategies & Associates | 52,905 | 57,702 | +4,797 | +9.07% |
| Bromfield Sneider Wealth Advisors | 63,017 | 68,671 | +5,654 | +8.97% |
| Hart & Patterson Financial Group LLC | 25,855 | 28,121 | +2,266 | +8.76% |
| Apella Capital LLC | 204,396 | 222,201 | +17,805 | +8.71% |
| Exchange Bank | 43,426 | 47,189 | +3,763 | +8.67% |
| Vicus Capital | 163,004 | 176,598 | +13,594 | +8.34% |
| Johnson Bixby & Associates LLC | 34,603 | 37,428 | +2,825 | +8.16% |
| Leonard Rickey Investment Advisors P.L.L.C. | 142,563 | 153,563 | +11,000 | +7.72% |
| Weitzel Financial Services Inc. | 77,575 | 83,512 | +5,937 | +7.65% |
| Covenant Asset Management LLC | 2,302 | 2,474 | +172 | +7.47% |
| McNamara Financial Services Inc. | 188,761 | 202,622 | +13,861 | +7.34% |
| BKD Wealth Advisors LLC | 537,035 | 576,311 | +39,276 | +7.31% |
| WBH Advisory Inc. | 12,525 | 13,428 | +903 | +7.21% |
| Morris Financial Concepts Inc. | 1,615 | 1,730 | +115 | +7.12% |
| Dynamic Advisor Solutions LLC | 86,029 | 91,933 | +5,904 | +6.86% |
| Sound Income Strategies LLC | 226 | 241 | +15 | +6.64% |
| Wesbanco Bank Inc. | 146,486 | 156,005 | +9,519 | +6.50% |
| Aletheian Wealth Advisors LLC | 19,486 | 20,713 | +1,227 | +6.30% |
| Single Point Partners LLC | 120,667 | 127,881 | +7,214 | +5.98% |
| Legacy Financial Strategies LLC | 56,416 | 59,640 | +3,224 | +5.71% |
| Galvin Gaustad & Stein LLC | 48,319 | 51,017 | +2,698 | +5.58% |
| Skyline Advisors Inc. | 93,512 | 98,318 | +4,806 | +5.14% |
| Insight Wealth Strategies LLC | 30,277 | 31,831 | +1,554 | +5.13% |
| Bangor Savings Bank | 9,323 | 9,787 | +464 | +4.98% |
| Capital Insight Partners LLC | 233,740 | 244,920 | +11,180 | +4.78% |
| Pure Financial Advisors Inc. | 36,013 | 37,711 | +1,698 | +4.71% |
| Hengehold Capital Management LLC | 79,473 | 83,180 | +3,707 | +4.66% |
| Stratos Wealth Advisors LLC | 33,560 | 35,109 | +1,549 | +4.62% |
| Heartwood Wealth Advisors LLC | 99,489 | 103,917 | +4,428 | +4.45% |
| Financial Sense Advisors Inc. | 6,333 | 6,608 | +275 | +4.34% |
| Hofer & Associates. Inc | 1,902 | 1,984 | +82 | +4.31% |
| High Net Worth Advisory Group LLC | 7,100 | 7,384 | +284 | +4.00% |
| Cornerstone Wealth Management LLC | 27,952 | 28,936 | +984 | +3.52% |
| Moller Financial Services | 66,364 | 68,664 | +2,300 | +3.47% |
| First International Bank & Trust | 26,176 | 26,965 | +789 | +3.01% |
| Horst & Graben Wealth Management LLC | 2,859 | 2,943 | +84 | +2.94% |
| Fifth Third Bancorp | 94,100 | 96,787 | +2,687 | +2.86% |
| Twele Capital Management Inc. | 9,879 | 10,155 | +276 | +2.79% |
| Capital Advisors Ltd. LLC | 8,453 | 8,683 | +230 | +2.72% |
| Ironwood Wealth Management LLC. | 84,024 | 86,308 | +2,284 | +2.72% |
| Revolve Wealth Partners LLC | 111,981 | 114,983 | +3,002 | +2.68% |
| Graybill Bartz & Assoc Ltd. | 6,257 | 6,422 | +165 | +2.64% |
| Ashton Thomas Private Wealth LLC | 7,765 | 7,958 | +193 | +2.49% |
| Physician Wealth Solutions Inc. | 25,503 | 26,024 | +521 | +2.04% |
| Park Avenue Securities LLC | 933,275 | 951,272 | +17,997 | +1.93% |
| Private Capital Management LLC | 6,020 | 6,117 | +97 | +1.61% |
| Westside Investment Management Inc. | 20,096 | 20,418 | +322 | +1.60% |
| RTD Financial Advisors Inc. | 179,591 | 182,316 | +2,725 | +1.52% |
| Lpwm LLC | 52,673 | 53,394 | +721 | +1.37% |
| Prosperity Planning Inc. | 27,017 | 27,367 | +350 | +1.30% |
| Smith & Howard Wealth Management LLC | 85,155 | 86,228 | +1,073 | +1.26% |
| Unique Wealth LLC | 115,780 | 117,204 | +1,424 | +1.23% |
| Banque Cantonale Vaudoise | 830 | 840 | +10 | +1.20% |
| Trust Co. of Virginia VA | 8,491 | 8,591 | +100 | +1.18% |
| Coastal Investment Advisors Inc. | 3,740 | 3,783 | +43 | +1.15% |
| Chatham Capital Group Inc. | 7,335 | 7,410 | +75 | +1.02% |
| Hurlow Wealth Management Group Inc. | 12,099 | 12,207 | +108 | +0.89% |
| Seaside Wealth Management Inc. | 107,912 | 108,670 | +758 | +0.70% |
| Foster & Motley Inc. | 61,887 | 62,280 | +393 | +0.64% |
| Eagle Rock Investment Company LLC | 34,679 | 34,894 | +215 | +0.62% |
| Stephens Consulting LLC | 81,226 | 81,681 | +455 | +0.56% |
| Rainey & Randall Investment Management Inc. | 1,854 | 1,863 | +9 | +0.49% |
| Rise Advisors LLC | 417 | 419 | +2 | +0.48% |
| Manning & Napier Group LLC | 438,822 | 440,878 | +2,056 | +0.47% |
| Ellis Investment Partners LLC | 4,266 | 4,286 | +20 | +0.47% |
| Total Investment Management Inc. | 2,839 | 2,852 | +13 | +0.46% |
| Ellenbecker Investment Group | 4,599 | 4,618 | +19 | +0.41% |
| Arkansas Financial Group Inc. | 56,616 | 56,795 | +179 | +0.32% |
| Mosaic Advisors LLC | 318,522 | 319,533 | +1,011 | +0.32% |
| Raub Brock Capital Management LP | 66,360 | 66,530 | +170 | +0.26% |
| MCF Advisors LLC | 13,989 | 14,021 | +32 | +0.23% |
| TCP Asset Management LLC | 4,950 | 4,960 | +10 | +0.20% |
| Tsfg LLC | 12,395 | 12,411 | +16 | +0.13% |
| Disciplined Investments LLC | 2,783 | 2,786 | +3 | +0.11% |
| Accurate Wealth Management LLC | 24,380 | 24,395 | +15 | +0.06% |
| Kathleen S. Wright Associates Inc. | 2,012 | 2,013 | +1 | +0.05% |
| 13F Filers Reporting New Positions In MUB | ||||
| First Financialcorp IN | 0 | 450 | +450 | +100% |
| American National Bank & Trust Co. VA | 0 | 5,639 | +5,639 | +100% |
| Appleton Partners Inc. MA | 0 | 5,913 | +5,913 | +100% |
| Indiana Trust & Investment Management CO | 0 | 599 | +599 | +100% |
| Atlas Brown Inc. | 0 | 3,530 | +3,530 | +100% |
| Northwest Investment Counselors LLC | 0 | 230 | +230 | +100% |
| Confluence Investment Management LLC | 0 | 19,761 | +19,761 | +100% |
| Retirement Planning Group | 0 | 1,893 | +1,893 | +100% |
| Cutler Group LP | 0 | 423 | +423 | +100% |
| Advance Capital Management Inc. | 0 | 2,076 | +2,076 | +100% |
| Oakworth Capital Inc. | 0 | 34 | +34 | +100% |
| Riverview Trust Co | 0 | 566 | +566 | +100% |
| BTC Capital Management Inc. | 0 | 116,481 | +116,481 | +100% |
| True North Advisors LLC | 0 | 3,090 | +3,090 | +100% |
| Ridgewood Investments LLC | 0 | 2,128 | +2,128 | +100% |
| Winthrop Advisory Group LLC | 0 | 4,123 | +4,123 | +100% |
| RHS Financial LLC | 0 | 2,888 | +2,888 | +100% |
| Xcel Wealth Management LLC | 0 | 1,892 | +1,892 | +100% |
| Future Financial Wealth Managment LLC | 0 | 604 | +604 | +100% |
| Columbia Advisory Partners LLC | 0 | 1,994 | +1,994 | +100% |
| Five Oceans Advisors | 0 | 1,986 | +1,986 | +100% |
| IMPACTfolio LLC | 0 | 46,655 | +46,655 | +100% |
| Eagle Strategies LLC | 0 | 8,473 | +8,473 | +100% |
| jvl associates llc | 0 | 6,395 | +6,395 | +100% |
| Gray Private Wealth LLC | 0 | 11,209 | +11,209 | +100% |
| Cypress Financial Planning LLC | 0 | 2,216 | +2,216 | +100% |
| Global Assets Advisory LLC | 0 | 22,474 | +22,474 | +100% |
| Precedent Wealth Partners LLC | 0 | 51,040 | +51,040 | +100% |
| Signal Advisors Wealth LLC | 0 | 3,378 | +3,378 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Corp MA ADV | 2,058 | 2,058 | UNCH | 0.00% |
| Toth Financial Advisory Corp | 771 | 771 | UNCH | 0.00% |
| Tompkins Financial Corp | 8,695 | 8,695 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 13,123 | 13,123 | UNCH | 0.00% |
| Vaughan Nelson Investment Management L.P. | 3,650 | 3,650 | UNCH | 0.00% |
| Optimum Investment Advisors | 3,000 | 3,000 | UNCH | 0.00% |
| First National Bank Sioux Falls | 12,551 | 12,551 | UNCH | 0.00% |
| Webster Bank N. A. | 10,000 | 10,000 | UNCH | 0.00% |
| Country Trust Bank | 43,200 | 43,200 | UNCH | 0.00% |
| Contravisory Investment Management Inc. | 4 | 4 | UNCH | 0.00% |
| Liberty Capital Management Inc. | 17,362 | 17,362 | UNCH | 0.00% |
| Asset Dedication LLC | 1 | 1 | UNCH | 0.00% |
| Thomasville National Bank | 1,965 | 1,965 | UNCH | 0.00% |
| Curbstone Financial Management Corp | 47,892 | 47,892 | UNCH | 0.00% |
| Evanson Asset Management LLC | 5,602 | 5,602 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 1,731 | 1,731 | UNCH | 0.00% |
| First PREMIER Bank | 200 | 200 | UNCH | 0.00% |
| Colorado Capital Management Inc. | 1,942 | 1,942 | UNCH | 0.00% |
| Integrated Investment Consultants LLC | 4,491 | 4,491 | UNCH | 0.00% |
| Oliver Luxxe Assets LLC | 2,000 | 2,000 | UNCH | 0.00% |
| Northland Capital Management LLC | 2,340 | 2,340 | UNCH | 0.00% |
| Shepherd Financial Partners LLC | 3,408 | 3,408 | UNCH | 0.00% |
| Radnor Capital Management LLC | 16,000 | 16,000 | UNCH | 0.00% |
| Perennial Advisors LLC | 2,019 | 2,019 | UNCH | 0.00% |
| Pinnacle Bank | 12,297 | 12,297 | UNCH | 0.00% |
| Bfsg LLC | 275 | 275 | UNCH | 0.00% |
| Successful Portfolios LLC | 2,195 | 2,195 | UNCH | 0.00% |
| Northwest Capital Management Inc | 2,547 | 2,547 | UNCH | 0.00% |
| Cooper Financial Group | 6,040 | 6,040 | UNCH | 0.00% |
| Exeter Financial LLC | 1,890 | 1,890 | UNCH | 0.00% |
| Essex Savings Bank | 6,903 | 6,903 | UNCH | 0.00% |
| Evolution Wealth Advisors LLC | 4,947 | 4,947 | UNCH | 0.00% |
| Apexium Financial LP | 9,825 | 9,825 | UNCH | 0.00% |
| CRA Financial Services LLC | 2,690 | 2,690 | UNCH | 0.00% |
| Atwater Malick LLC | 2,094 | 2,094 | UNCH | 0.00% |
| Enterprise Bank & Trust Co | 3,186 | 3,186 | UNCH | 0.00% |
| Hilltop Wealth Advisors LLC | 3,657 | 3,657 | UNCH | 0.00% |
| Sunburst Financial Group LLC | 2,075 | 2,075 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 12 | 12 | UNCH | 0.00% |
| Lion Street Advisors LLC | 7,279 | 7,279 | UNCH | 0.00% |
| Altus Wealth Management LLC | 3,885 | 3,885 | UNCH | 0.00% |
| Hummer Financial Advisory Services Inc | 5,000 | 5,000 | UNCH | 0.00% |
| Tempus Wealth Planning LLC | 1,980 | 1,980 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 1,204 | 1,204 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 22 | 22 | UNCH | 0.00% |
| Rye Brook Capital LLC | 1,900 | 1,900 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 2 | 2 | UNCH | 0.00% |
| FOCUS Wealth Advisors LLC | 4,313 | 4,313 | UNCH | 0.00% |
| Fermata Advisors LLC | 2,662 | 2,662 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 100 | 100 | UNCH | 0.00% |
| OLIO Financial Planning | 8,567 | 8,567 | UNCH | 0.00% |
| Chemistry Wealth Management LLC | 3,490 | 3,490 | UNCH | 0.00% |
| Red Tortoise LLC | 258 | 258 | UNCH | 0.00% |
| City State Bank | 332 | 332 | UNCH | 0.00% |
| Regatta Capital Group LLC | 2,000 | 2,000 | UNCH | 0.00% |
| Nilsine Partners LLC | 10,013 | 10,013 | UNCH | 0.00% |
| KFG Wealth Management LLC | 2,458 | 2,458 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 8,296 | 8,296 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 124 | 124 | UNCH | 0.00% |
| Register Financial Advisors LLC | 336 | 336 | UNCH | 0.00% |
| Forza Wealth Management LLC | 10,400 | 10,400 | UNCH | 0.00% |
| Petra Financial Advisors Inc. | 11,310 | 11,310 | UNCH | 0.00% |
| Altiora Financial Group LLC | 5,628 | 5,628 | UNCH | 0.00% |
| Armstrong Fleming & Moore Inc | 2,001 | 2,001 | UNCH | 0.00% |
| Peoples Bank KS | 160 | 160 | UNCH | 0.00% |
| Williams & Novak LLC | 5,417 | 5,417 | UNCH | 0.00% |
| Sapient Capital LLC | 2,109 | 2,109 | UNCH | 0.00% |
| Tyche Wealth Partners LLC | 3,530 | 3,530 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 461 | 461 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 1,515 | 1,515 | UNCH | 0.00% |
| 13F Filers Decreasing MUB Share Count | ||||
| CGC Financial Services LLC | 81,876 | 1,115 | -80,761 | -98.64% |
| Waterway Wealth Management LLC | 88,567 | 2,177 | -86,390 | -97.54% |
| Allspring Global Investments Holdings LLC | 1,206,718 | 38,370 | -1,168,348 | -96.82% |
| Annex Advisory Services LLC | 168,552 | 13,514 | -155,038 | -91.98% |
| Advisor Resource Council | 21,678 | 4,261 | -17,417 | -80.34% |
| Conrad Siegel Investment Advisors Inc. | 5,746 | 1,905 | -3,841 | -66.85% |
| Gradient Investments LLC | 3,065 | 1,030 | -2,035 | -66.39% |
| Thrive Wealth Management LLC | 75,164 | 26,053 | -49,111 | -65.34% |
| Symmetry Partners LLC | 415,693 | 161,669 | -254,024 | -61.11% |
| 4J Wealth Management LLC | 26,849 | 10,523 | -16,326 | -60.81% |
| International Assets Investment Management LLC | 9,219 | 3,657 | -5,562 | -60.33% |
| James J. Burns & Company LLC | 32,607 | 14,066 | -18,541 | -56.86% |
| Foster Group Inc. | 905,251 | 411,392 | -493,859 | -54.55% |
| Eagle Wealth Strategies LLC | 9,184 | 4,289 | -4,895 | -53.30% |
| Traynor Capital Management Inc. | 15,846 | 8,225 | -7,621 | -48.09% |
| Atlas Capital Advisors LLC | 2,049 | 1,100 | -949 | -46.32% |
| Trust Co | 392,366 | 217,908 | -174,458 | -44.46% |
| Cumberland Advisors Inc. | 4,760 | 2,750 | -2,010 | -42.23% |
| Fundamentun LLC | 3,921 | 2,282 | -1,639 | -41.80% |
| Fidelity D & D Bancorp Inc. | 12,632 | 7,446 | -5,186 | -41.05% |
| Sandbox Financial Partners LLC | 7,411 | 4,786 | -2,625 | -35.42% |
| ACT Wealth Management LLC | 6,026 | 4,026 | -2,000 | -33.19% |
| WASHINGTON TRUST Co | 4,451 | 3,081 | -1,370 | -30.78% |
| Tennessee Valley Asset Management Partners | 10,515 | 7,417 | -3,098 | -29.46% |
| GenTrust LLC | 92,260 | 65,770 | -26,490 | -28.71% |
| LongView Wealth Management | 3,111 | 2,244 | -867 | -27.87% |
| Strategies Wealth Advisors LLC | 43,630 | 31,647 | -11,983 | -27.47% |
| Wealth Effects LLC | 3,597 | 2,622 | -975 | -27.11% |
| Evergreen Private Wealth LLC | 533 | 390 | -143 | -26.83% |
| Bristlecone Advisors LLC | 13,683 | 10,096 | -3,587 | -26.22% |
| Myecfo LLC | 44,571 | 34,803 | -9,768 | -21.92% |
| Evensky & Katz LLC | 4,294 | 3,389 | -905 | -21.08% |
| Relyea Zuckerberg Hanson LLC | 4,480 | 3,552 | -928 | -20.71% |
| First Citizens Bank & Trust Co. | 3,537,075 | 2,873,012 | -664,063 | -18.77% |
| Baker Boyer National Bank | 3,113 | 2,560 | -553 | -17.76% |
| Clarius Group LLC | 93,762 | 77,372 | -16,390 | -17.48% |
| BKA Wealth Consulting Inc. | 6,096 | 5,065 | -1,031 | -16.91% |
| Hennion & Walsh Asset Management Inc. | 39,112 | 32,577 | -6,535 | -16.71% |
| Sunpointe LLC | 2,258 | 1,887 | -371 | -16.43% |
| OLD National Bancorp IN | 19,494 | 16,325 | -3,169 | -16.26% |
| Capstone Capital Wealth Advisors | 10,402 | 8,770 | -1,632 | -15.69% |
| Opal Wealth Advisors LLC | 70,796 | 60,159 | -10,637 | -15.02% |
| Pallas Capital Advisors LLC | 9,886 | 8,446 | -1,440 | -14.57% |
| Stablepoint Partners LLC | 4,710 | 4,025 | -685 | -14.54% |
| Private Ocean LLC | 89,267 | 76,414 | -12,853 | -14.40% |
| ERTS Wealth Advisors LLC | 3,891 | 3,377 | -514 | -13.21% |
| First National Bank of Mount Dora Trust Investment Services | 16,590 | 14,400 | -2,190 | -13.20% |
| Occidental Asset Management LLC | 2,444 | 2,124 | -320 | -13.09% |
| Helen Stephens Group LLC | 20,440 | 17,944 | -2,496 | -12.21% |
| Paragon Capital Management Ltd | 5,966 | 5,266 | -700 | -11.73% |
| Wheelhouse Advisory Group LLC | 4,629 | 4,128 | -501 | -10.82% |
| Congress Wealth Management LLC DE | 30,335 | 27,157 | -3,178 | -10.48% |
| OMNI 360 Wealth Inc. | 2,128 | 1,908 | -220 | -10.34% |
| Little House Capital LLC | 3,919 | 3,538 | -381 | -9.72% |
| Park Place Capital Corp | 20,218 | 18,356 | -1,862 | -9.21% |
| Inscription Capital LLC | 11,626 | 10,561 | -1,065 | -9.16% |
| Charles Schwab Trust Co | 38,044 | 34,572 | -3,472 | -9.13% |
| Pacifica Partners Inc. | 1,690 | 1,540 | -150 | -8.88% |
| Waller Financial Planning Group Inc. | 30,132 | 27,490 | -2,642 | -8.77% |
| Keystone Wealth Services LLC | 22,516 | 20,612 | -1,904 | -8.46% |
| Symphony Financial Ltd. Co. | 27,029 | 24,842 | -2,187 | -8.09% |
| Stairway Partners LLC | 160,179 | 147,809 | -12,370 | -7.72% |
| Procyon Private Wealth Partners LLC | 30,804 | 28,431 | -2,373 | -7.70% |
| Family Investment Center Inc. | 3,102 | 2,869 | -233 | -7.51% |
| Capital Investment Advisors LLC | 18,074 | 16,721 | -1,353 | -7.49% |
| Legacy Private Trust Co. | 81,802 | 75,880 | -5,922 | -7.24% |
| Raymond James Financial Services Advisors Inc. | 717,654 | 667,742 | -49,912 | -6.95% |
| FC Advisory LLC | 16,754 | 15,599 | -1,155 | -6.89% |
| Regions Financial Corp | 225,711 | 210,662 | -15,049 | -6.67% |
| Fragasso Group Inc. | 176,962 | 165,250 | -11,712 | -6.62% |
| Veracity Capital LLC | 7,822 | 7,329 | -493 | -6.30% |
| Allen Capital Group LLC | 7,145 | 6,696 | -449 | -6.28% |
| Patriot Investment Management Inc. | 53,555 | 50,204 | -3,351 | -6.26% |
| Etesian Wealth Advisors Inc. | 23,662 | 22,183 | -1,479 | -6.25% |
| Juncture Wealth Strategies LLC | 27,279 | 25,631 | -1,648 | -6.04% |
| West Coast Financial LLC | 4,746 | 4,460 | -286 | -6.03% |
| Massmutual Trust Co. FSB ADV | 13,965 | 13,139 | -826 | -5.91% |
| Mather Group LLC. | 231,778 | 218,275 | -13,503 | -5.83% |
| Cedar Brook Financial Partners LLC | 6,617 | 6,262 | -355 | -5.36% |
| Wealthstar Advisors LLC | 18,683 | 17,686 | -997 | -5.34% |
| Capital Advisors Wealth Management LLC | 36,101 | 34,177 | -1,924 | -5.33% |
| RFG Advisory LLC | 76,557 | 72,727 | -3,830 | -5.00% |
| Wealthfront Advisers LLC | 9,609,442 | 9,155,012 | -454,430 | -4.73% |
| Traveka Wealth LLC | 63,335 | 60,346 | -2,989 | -4.72% |
| First Hawaiian Bank | 22,941 | 21,864 | -1,077 | -4.69% |
| Shotwell Rutter Baer Inc | 6,731 | 6,421 | -310 | -4.61% |
| First Financial Bank Trust Division | 164,905 | 157,363 | -7,542 | -4.57% |
| Independence Bank of Kentucky | 5,496 | 5,246 | -250 | -4.55% |
| Aua Capital Management LLC | 62,440 | 59,774 | -2,666 | -4.27% |
| BSW Wealth Partners | 3,357 | 3,215 | -142 | -4.23% |
| Raymond James & Associates | 458,437 | 439,348 | -19,089 | -4.16% |
| Financial Life Advisors | 54,411 | 52,232 | -2,179 | -4.00% |
| OneAscent Financial Services LLC | 3,335 | 3,207 | -128 | -3.84% |
| SeaCrest Wealth Management LLC | 6,751 | 6,502 | -249 | -3.69% |
| Patten Group Inc. | 18,905 | 18,221 | -684 | -3.62% |
| Aspiriant LLC | 203,204 | 196,225 | -6,979 | -3.43% |
| Navalign LLC | 6,534 | 6,314 | -220 | -3.37% |
| American Financial Advisors LLC | 7,319 | 7,088 | -231 | -3.16% |
| MorganRosel Wealth Management LLC | 14,601 | 14,149 | -452 | -3.10% |
| Main Street Financial Solutions LLC | 5,667 | 5,492 | -175 | -3.09% |
| Miracle Mile Advisors LLC | 34,679 | 33,635 | -1,044 | -3.01% |
| Willis Johnson & Associates Inc. | 4,115 | 3,996 | -119 | -2.89% |
| Valley National Advisers Inc. | 18,114 | 17,616 | -498 | -2.75% |
| Sunbelt Securities Inc. | 2,950 | 2,870 | -80 | -2.71% |
| Austin Private Wealth LLC | 332,106 | 323,276 | -8,830 | -2.66% |
| Sharkey Howes & Javer | 30,014 | 29,216 | -798 | -2.66% |
| Kowal Investment Group LLC | 84,348 | 82,157 | -2,191 | -2.60% |
| Kingswood Wealth Advisors LLC | 5,629 | 5,483 | -146 | -2.59% |
| Founders Financial Securities LLC | 96,352 | 93,903 | -2,449 | -2.54% |
| Breakwater Capital Group | 28,318 | 27,613 | -705 | -2.49% |
| Garrett Investment Advisors LLC | 60,653 | 59,296 | -1,357 | -2.24% |
| PFG Investments LLC | 7,813 | 7,642 | -171 | -2.19% |
| Consilio Wealth Advisors LLC | 13,104 | 12,820 | -284 | -2.17% |
| Sweet Financial Partners LLC | 14,134 | 13,832 | -302 | -2.14% |
| McNaughton Wealth Management LLC | 18,926 | 18,521 | -405 | -2.14% |
| First Affirmative Financial Network | 5,890 | 5,775 | -115 | -1.95% |
| Cypress Wealth Services LLC | 21,691 | 21,272 | -419 | -1.93% |
| Narus Financial Partners LLC | 8,606 | 8,441 | -165 | -1.92% |
| Midwest Financial Group LLC | 8,011 | 7,863 | -148 | -1.85% |
| Wedmont Private Capital | 205,744 | 202,447 | -3,297 | -1.60% |
| Orgel Wealth Management LLC | 3,827,435 | 3,768,347 | -59,088 | -1.54% |
| Cadent Capital Advisors LLC | 9,090 | 8,983 | -107 | -1.18% |
| ST Germain D J Co. Inc. | 59,497 | 58,855 | -642 | -1.08% |
| Brooklyn FI LLC | 101,138 | 100,104 | -1,034 | -1.02% |
| Fifth Third Securities Inc. | 18,391 | 18,210 | -181 | -0.98% |
| NBC Securities Inc. | 5,116 | 5,067 | -49 | -0.96% |
| Parkside Investments LLC | 151,300 | 149,900 | -1,400 | -0.93% |
| Rooted Wealth Advisors Inc. | 12,771 | 12,661 | -110 | -0.86% |
| Valeo Financial Advisors LLC | 2,154 | 2,138 | -16 | -0.74% |
| Arden Trust Co | 17,597 | 17,477 | -120 | -0.68% |
| Global Retirement Partners LLC | 30,373 | 30,203 | -170 | -0.56% |
| Acropolis Investment Management LLC | 49,980 | 49,790 | -190 | -0.38% |
| Venturi Wealth Management LLC | 22,170 | 22,089 | -81 | -0.37% |
| ADE LLC | 81,478 | 81,202 | -276 | -0.34% |
| Cooksen Wealth LLC | 11,211 | 11,174 | -37 | -0.33% |
| RMR Wealth Builders | 130,880 | 130,490 | -390 | -0.30% |
| ForthRight Wealth Management LLC | 29,812 | 29,742 | -70 | -0.23% |
| KMG Fiduciary Partners LLC | 10,340 | 10,323 | -17 | -0.16% |
| Romano Brothers AND Company | 9,766 | 9,750 | -16 | -0.16% |
| Ausdal Financial Partners Inc. | 80,527 | 80,429 | -98 | -0.12% |
| Stratos Wealth Partners LTD. | 198,256 | 198,094 | -162 | -0.08% |
| Whitcomb & Hess Inc. | 3,477 | 3,475 | -2 | -0.06% |
| Investment Partners LTD. | 31,855 | 31,840 | -15 | -0.05% |
| Harbor Group Inc. | 87,918 | 87,896 | -22 | -0.03% |
| 13F Filers Exiting MUB | ||||
| VanderPol Investments L.L.C. | 2,936 | 0 | -2,936 | -100.00% |
| Processus Wealth & Capital Management LLC | 53,383 | 0 | -53,383 | -100.00% |
| Sollinda Capital Management LLC | 2,332 | 0 | -2,332 | -100.00% |
| Financial Perspectives Inc | 2 | 0 | -2 | -100.00% |
| GSG Advisors LLC | 13,570 | 0 | -13,570 | -100.00% |
| Sandy Cove Advisors LLC | 16,817 | 0 | -16,817 | -100.00% |
| Revisor Wealth Management LLC | 4,730 | 0 | -4,730 | -100.00% |
| Williams Financial LLC | 170,834 | 0 | -170,834 | -100.00% |
| Client First Capital LLC | 3,169 | 0 | -3,169 | -100.00% |
| All Season Financial Advisors Inc. | 1,859 | 0 | -1,859 | -100.00% |
| Ariston Services Group | 38,114 | 0 | -38,114 | -100.00% |
| Versant Capital Management Inc | 1,586 | 0 | -1,586 | -100.00% |
| Canal Capital Management LLC | 3,731 | 0 | -3,731 | -100.00% |
| Sugarloaf Wealth Management LLC | 250 | 0 | -250 | -100.00% |
| Wiser Wealth Management Inc | 13,841 | 0 | -13,841 | -100.00% |
| Donaldson Capital Management LLC | 1,947 | 0 | -1,947 | -100.00% |
| Arlington Partners LLC | 148,348 | 0 | -148,348 | -100.00% |
| Grimes & Company Inc. | 2,338 | 0 | -2,338 | -100.00% |
| American National Bank | 493 | 0 | -493 | -100.00% |
| Trust Co. of Toledo NA OH | 3,394 | 0 | -3,394 | -100.00% |
| Salem Investment Counselors Inc. | 3,540 | 0 | -3,540 | -100.00% |
See Summary: Institutional Holders of MUB
See Details: Top 10 Hedge Funds Holding MUB
