HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing RFDI Share Count | ||||
| OLD Mission Capital LLC | 3,832 | 61,195 | +57,363 | +1496.95% |
| Jane Street Group LLC | 10,951 | 75,499 | +64,548 | +589.43% |
| Susquehanna International Group LLP | 8,262 | 17,336 | +9,074 | +109.83% |
| Raleigh Capital Management Inc. | 3,287 | 4,064 | +777 | +23.64% |
| Janney Montgomery Scott LLC | 7,156 | 7,611 | +455 | +6.36% |
| ERn Financial LLC | 11,297 | 11,924 | +627 | +5.55% |
| Morgan Stanley | 434,818 | 447,275 | +12,457 | +2.86% |
| Prospera Financial Services Inc | 123,533 | 126,969 | +3,436 | +2.78% |
| CWM LLC | 398 | 399 | +1 | +0.25% |
| NBC Securities Inc. | 5,473 | 5,474 | +1 | +0.02% |
| 13F Filers Reporting New Positions In RFDI | ||||
| Bank of Montreal Can | 0 | 8,282 | +8,282 | +100% |
| Flow Traders U.S. LLC | 0 | 10,544 | +10,544 | +100% |
| Advisory Services Network LLC | 0 | 41 | +41 | +100% |
| O Dell Group LLC | 0 | 15 | +15 | +100% |
| International Assets Investment Management LLC | 0 | 6,034 | +6,034 | +100% |
| Wetzel Investment Advisors Inc. | 0 | 358 | +358 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JPMorgan Chase & Co. | 310 | 310 | UNCH | 0.00% |
| Comerica Bank | 1,094 | 1,094 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 50 | 50 | UNCH | 0.00% |
| Dana Investment Advisors Inc. | 3,798 | 3,798 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 250 | 250 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 200 | 200 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 668 | 668 | UNCH | 0.00% |
| 13F Filers Decreasing RFDI Share Count | ||||
| Wells Fargo & Company MN | 2 | 1 | -1 | -50.00% |
| Baird Financial Group Inc. | 27,777 | 15,896 | -11,881 | -42.77% |
| GWM Advisors LLC | 655 | 417 | -238 | -36.34% |
| Goldman Sachs Group Inc. | 6,295 | 4,394 | -1,901 | -30.20% |
| CENTRAL TRUST Co | 14,429 | 11,151 | -3,278 | -22.72% |
| Benjamin F. Edwards & Company Inc. | 23,444 | 20,407 | -3,037 | -12.95% |
| Walkner Condon Financial Advisors LLC | 6,284 | 5,543 | -741 | -11.79% |
| UBS Group AG | 38,293 | 34,343 | -3,950 | -10.32% |
| Royal Bank of Canada | 107,818 | 99,261 | -8,557 | -7.94% |
| Raymond James & Associates | 10,790 | 9,940 | -850 | -7.88% |
| Truist Financial Corp | 123,698 | 118,037 | -5,661 | -4.58% |
| RiverFront Investment Group LLC | 355,676 | 340,248 | -15,428 | -4.34% |
| Moneywise Inc. | 27,359 | 26,197 | -1,162 | -4.25% |
| Envestnet Asset Management Inc. | 133,379 | 127,791 | -5,588 | -4.19% |
| Cetera Advisors LLC | 4,312 | 4,162 | -150 | -3.48% |
| Harbour Investments Inc. | 1,285 | 1,245 | -40 | -3.11% |
| Proequities Inc. | 1,266 | 1,230 | -36 | -2.84% |
| LPL Financial LLC | 18,112 | 17,765 | -347 | -1.92% |
| Advisor Group Holdings Inc. | 14,525 | 14,340 | -185 | -1.27% |
| Per Stirling Capital Management LLC. | 94,177 | 93,932 | -245 | -0.26% |
| Elevated Capital Advisors LLC | 28,908 | 28,894 | -14 | -0.05% |
| DAVENPORT & Co LLC | 11,365 | 11,361 | -4 | -0.04% |
| 13F Filers Exiting RFDI | ||||
| Kesler Norman & Wride LLC | 30,092 | 0 | -30,092 | -100.00% |
| IFP Advisors Inc | 641 | 0 | -641 | -100.00% |
| Brookstone Capital Management | 9,849 | 0 | -9,849 | -100.00% |
| Avantax Advisory Services Inc. | 3,925 | 0 | -3,925 | -100.00% |
| Stifel Financial Corp | 4,277 | 0 | -4,277 | -100.00% |
See Summary: Institutional Holders of RFDI
See Details: Top 10 Hedge Funds Holding RFDI
