Filer | 6/30/2023 Share Count | 9/30/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing RHS Share Count | ||||
Strategic Investment Solutions Inc. IL | 29 | 8,091 | +8,062 | +27800.00% |
Qube Research & Technologies Ltd | 76 | 15,796 | +15,720 | +20684.21% |
Private Wealth Group LLC | 8,774 | 156,129 | +147,355 | +1679.45% |
Live Oak Investment Partners | 1,501 | 17,385 | +15,884 | +1058.23% |
Lido Advisors LLC | 5,097 | 40,404 | +35,307 | +692.70% |
Citadel Advisors LLC | 12,422 | 92,271 | +79,849 | +642.80% |
Wilbanks Smith & Thomas Asset Management LLC | 2,208 | 14,711 | +12,503 | +566.26% |
Advisor Group Holdings Inc. | 94,486 | 569,577 | +475,091 | +502.82% |
Ameriprise Financial Inc. | 62,662 | 339,932 | +277,270 | +442.49% |
Thoroughbred Financial Services LLC | 7,917 | 42,929 | +35,012 | +442.24% |
Truist Financial Corp | 8,899 | 48,129 | +39,230 | +440.84% |
First Heartland Consultants Inc. | 6,111 | 32,582 | +26,471 | +433.17% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,050 | 5,552 | +4,502 | +428.76% |
Royal Fund Management LLC | 15,018 | 79,107 | +64,089 | +426.75% |
Yoder Wealth Management Inc. | 5,172 | 27,093 | +21,921 | +423.84% |
Affiance Financial LLC | 65,933 | 342,932 | +276,999 | +420.12% |
Harbour Investments Inc. | 2,272 | 11,708 | +9,436 | +415.32% |
Friedenthal Financial | 8,095 | 41,597 | +33,502 | +413.86% |
Csenge Advisory Group | 11,985 | 61,344 | +49,359 | +411.84% |
Vista Investment Management | 1,651 | 8,421 | +6,770 | +410.05% |
Susquehanna International Group LLP | 9,341 | 47,574 | +38,233 | +409.30% |
Advisory Alpha LLC | 1,809 | 9,141 | +7,332 | +405.31% |
Kestra Advisory Services LLC | 2,698 | 13,625 | +10,927 | +405.00% |
PFG Advisors | 3,145 | 15,852 | +12,707 | +404.04% |
Stone House Investment Management LLC | 225 | 1,134 | +909 | +404.00% |
McClarren Financial Advisors Inc. | 186 | 937 | +751 | +403.76% |
SignalPoint Asset Management LLC | 9,003 | 45,346 | +36,343 | +403.68% |
JFS Wealth Advisors LLC | 152 | 765 | +613 | +403.29% |
Cetera Investment Advisers | 2,794 | 14,061 | +11,267 | +403.26% |
Howe & Rusling Inc. | 434 | 2,178 | +1,744 | +401.84% |
Bogart Wealth LLC | 118 | 592 | +474 | +401.69% |
Great Valley Advisor Group Inc. | 2,382 | 11,944 | +9,562 | +401.43% |
Northwestern Mutual Wealth Management Co. | 799 | 4,006 | +3,207 | +401.38% |
Strategic Blueprint LLC | 2,834 | 14,203 | +11,369 | +401.16% |
Atlas Capital Advisors LLC | 195 | 977 | +782 | +401.03% |
Capital Financial Planning LLC | 1,862 | 9,328 | +7,466 | +400.97% |
Kovack Advisors Inc. | 2,599 | 13,011 | +10,412 | +400.62% |
Fifth Third Bancorp | 55 | 275 | +220 | +400.00% |
US Bancorp DE | 115 | 575 | +460 | +400.00% |
The PNC Financial Services Group Inc. | 1,682 | 8,410 | +6,728 | +400.00% |
Proequities Inc. | 92 | 460 | +368 | +400.00% |
Comerica Securities Inc. | 1,368 | 6,840 | +5,472 | +400.00% |
Blair William & Co. IL | 35 | 175 | +140 | +400.00% |
Advanced Asset Management Advisors Inc | 64 | 320 | +256 | +400.00% |
Private Trust Co. NA | 1,344 | 6,720 | +5,376 | +400.00% |
West Oak Capital LLC | 60 | 300 | +240 | +400.00% |
Lee Financial Co | 18 | 90 | +72 | +400.00% |
Migdal Insurance & Financial Holdings Ltd. | 662 | 3,310 | +2,648 | +400.00% |
Benjamin F. Edwards & Company Inc. | 45 | 225 | +180 | +400.00% |
CWM LLC | 226 | 1,130 | +904 | +400.00% |
Riggs Asset Managment Co. Inc. | 100 | 500 | +400 | +400.00% |
Capital Investment Advisory Services LLC | 190 | 950 | +760 | +400.00% |
Parallel Advisors LLC | 29 | 145 | +116 | +400.00% |
Carmichael Hill & Associates Inc. | 138 | 690 | +552 | +400.00% |
HHM Wealth Advisors LLC | 520 | 2,600 | +2,080 | +400.00% |
Cary Street Partners Investment Advisory LLC | 75 | 375 | +300 | +400.00% |
Legend Financial Advisors Inc. | 435 | 2,175 | +1,740 | +400.00% |
Optas LLC | 3,400 | 17,000 | +13,600 | +400.00% |
Huntington National Bank | 502 | 2,506 | +2,004 | +399.20% |
JPMorgan Chase & Co. | 7,413 | 36,997 | +29,584 | +399.08% |
Cahill Financial Advisors Inc. | 8,139 | 40,588 | +32,449 | +398.69% |
Flow Traders U.S. LLC | 4,392 | 21,837 | +17,445 | +397.20% |
Lakeview Capital Partners LLC | 3,154 | 15,620 | +12,466 | +395.24% |
Tsfg LLC | 14,942 | 73,995 | +59,053 | +395.21% |
Certified Advisory Corp | 72,346 | 357,179 | +284,833 | +393.71% |
WealthBridge Capital Management LLC | 14,635 | 72,187 | +57,552 | +393.25% |
Walker Asset Management LLC | 3,254 | 16,029 | +12,775 | +392.59% |
Monument Capital Management | 7,398 | 36,025 | +28,627 | +386.96% |
Geneos Wealth Management Inc. | 1,035 | 5,025 | +3,990 | +385.51% |
Creative Planning | 1,875 | 9,020 | +7,145 | +381.07% |
Cetera Advisors LLC | 7,101 | 33,962 | +26,861 | +378.27% |
UBS Group AG | 75,566 | 359,555 | +283,989 | +375.82% |
Stonebridge Financial Planning Group LLC | 15,460 | 73,518 | +58,058 | +375.54% |
Allworth Financial LP | 1,345 | 6,393 | +5,048 | +375.32% |
Cetera Advisor Networks LLC | 22,113 | 104,991 | +82,878 | +374.79% |
Prudential Financial Inc. | 4,143 | 19,622 | +15,479 | +373.62% |
TFG Advisers LLC | 4,749 | 22,471 | +17,722 | +373.17% |
GWM Advisors LLC | 8,219 | 38,660 | +30,441 | +370.37% |
AE Wealth Management LLC | 22,270 | 104,548 | +82,278 | +369.46% |
Koshinski Asset Management Inc. | 3,724 | 17,400 | +13,676 | +367.24% |
Private Advisor Group LLC | 9,807 | 45,777 | +35,970 | +366.78% |
DHJJ Financial Advisors Ltd. | 10,635 | 49,402 | +38,767 | +364.52% |
Envestnet Asset Management Inc. | 68,238 | 316,207 | +247,969 | +363.39% |
Fortune Financial Advisors LLC | 2,469 | 11,413 | +8,944 | +362.25% |
O Shaughnessy Asset Management LLC | 6,963 | 32,037 | +25,074 | +360.10% |
Planning Directions Inc. | 14,457 | 66,250 | +51,793 | +358.26% |
GPS Wealth Strategies Group LLC | 353 | 1,610 | +1,257 | +356.09% |
Laidlaw Wealth Management LLC | 3,713 | 16,615 | +12,902 | +347.48% |
Stelac Advisory Services LLC | 15,772 | 68,860 | +53,088 | +336.60% |
LPL Financial LLC | 228,385 | 976,760 | +748,375 | +327.68% |
MML Investors Services LLC | 2,275 | 9,637 | +7,362 | +323.60% |
Joseph P. Lucia & Associates LLC | 14,255 | 60,262 | +46,007 | +322.74% |
Asset Dedication LLC | 77 | 320 | +243 | +315.58% |
Commonwealth Equity Services LLC | 44,124 | 178,921 | +134,797 | +305.50% |
Cambridge Investment Research Advisors Inc. | 48,811 | 191,824 | +143,013 | +292.99% |
Raymond James Financial Services Advisors Inc. | 7,543 | 29,309 | +21,766 | +288.56% |
Phoenix Holdings Ltd. | 1,015,676 | 3,853,180 | +2,837,504 | +279.37% |
Wells Fargo & Company MN | 12,618 | 47,755 | +35,137 | +278.47% |
Kestra Private Wealth Services LLC | 1,834 | 6,926 | +5,092 | +277.64% |
FMR LLC | 1,402 | 5,186 | +3,784 | +269.90% |
Bank of America Corp DE | 108,835 | 400,244 | +291,409 | +267.75% |
Ratio Wealth Group | 5,487 | 19,389 | +13,902 | +253.36% |
Morgan Stanley | 297,621 | 1,025,030 | +727,409 | +244.41% |
Equitable Holdings Inc. | 2,246 | 7,716 | +5,470 | +243.54% |
Avantax Advisory Services Inc. | 3,689 | 12,248 | +8,559 | +232.01% |
Tower Research Capital LLC TRC | 6,210 | 19,155 | +12,945 | +208.45% |
Fifth Third Securities Inc. | 10,942 | 29,744 | +18,802 | +171.83% |
Financial Gravity Asset Management Inc. | 167 | 439 | +272 | +162.87% |
Stifel Financial Corp | 28,139 | 72,711 | +44,572 | +158.40% |
Capital Analysts LLC | 14,796 | 31,679 | +16,883 | +114.11% |
Green Harvest Asset Management LLC | 33,692 | 68,748 | +35,056 | +104.05% |
13F Filers Reporting New Positions In RHS | ||||
Comerica Bank | 0 | 360 | +360 | +100% |
Whittier Trust Co. | 0 | 250 | +250 | +100% |
Mariner LLC | 0 | 28,497 | +28,497 | +100% |
Two Sigma Securities LLC | 0 | 8,360 | +8,360 | +100% |
HighTower Advisors LLC | 0 | 56,718 | +56,718 | +100% |
Eqis Capital Management Inc. | 0 | 12,655 | +12,655 | +100% |
Wealth Enhancement Advisory Services LLC | 0 | 116,501 | +116,501 | +100% |
Carolinas Wealth Consulting LLC | 0 | 106 | +106 | +100% |
Ameritas Advisory Services LLC | 0 | 206,461 | +206,461 | +100% |
Envestnet Portfolio Solutions Inc. | 0 | 13,235 | +13,235 | +100% |
13F Filers With Unchanged Share Count | ||||
Coastal Investment Advisors Inc. | 289 | 289 | UNCH | 0.00% |
13F Filers Decreasing RHS Share Count | ||||
Steward Partners Investment Advisory LLC | 3,289 | 13 | -3,276 | -99.60% |
Mercer Global Advisors Inc. ADV | 11,750 | 9,064 | -2,686 | -22.86% |
Royal Bank of Canada | 21,027 | 20,542 | -485 | -2.31% |
13F Filers Exiting RHS | ||||
Impact Partnership Wealth LLC | 81 | 0 | -81 | -100.00% |
CI Private Wealth LLC | 5,684 | 0 | -5,684 | -100.00% |
Worth Asset Management LLC | 56 | 0 | -56 | -100.00% |
Safeguard Financial LLC | 58 | 0 | -58 | -100.00% |
AlphaCore Capital LLC | 24 | 0 | -24 | -100.00% |
Horan Securities Inc. | 111 | 0 | -111 | -100.00% |
Kalos Management Inc. | 51 | 0 | -51 | -100.00% |
WealthPLAN Partners LLC | 102 | 0 | -102 | -100.00% |
Advisory Services Network LLC | 1,662 | 0 | -1,662 | -100.00% |
Cerity Partners LLC | 3,233 | 0 | -3,233 | -100.00% |
Raymond James & Associates | 1,960 | 0 | -1,960 | -100.00% |
Renaissance Technologies LLC | 1,300 | 0 | -1,300 | -100.00% |
Citigroup Inc. | 9,698 | 0 | -9,698 | -100.00% |
See Summary: Institutional Holders of RHS
See Details: Top 10 Hedge Funds Holding RHS