HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing RLY Share Count | ||||
| Corrigan Financial Inc. | 240,383 | 840,086 | +599,703 | +249.48% |
| FSC Wealth Advisors LLC | 9,666 | 16,216 | +6,550 | +67.76% |
| Raymond James Financial Services Advisors Inc. | 35,257 | 58,147 | +22,890 | +64.92% |
| Ellenbecker Investment Group | 25,125 | 28,167 | +3,042 | +12.11% |
| Fortress Wealth Management Inc. | 205,292 | 223,253 | +17,961 | +8.75% |
| Register Financial Advisors LLC | 24,327 | 25,861 | +1,534 | +6.31% |
| Veracity Capital LLC | 13,086 | 13,904 | +818 | +6.25% |
| Cornerstone Wealth Management LLC | 9,306 | 9,772 | +466 | +5.01% |
| Tilson Financial Group Inc. | 228,911 | 240,345 | +11,434 | +4.99% |
| Twelve Points Wealth Management LLC | 43,070 | 44,995 | +1,925 | +4.47% |
| MBE Wealth Management LLC | 79,884 | 82,857 | +2,973 | +3.72% |
| Harbor Group Inc. | 293,472 | 303,069 | +9,597 | +3.27% |
| Raymond James & Associates | 36,985 | 37,690 | +705 | +1.91% |
| Shepherd Financial Partners LLC | 10,776 | 10,783 | +7 | +0.06% |
| 13F Filers Reporting New Positions In RLY | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 30,361 | +30,361 | +100% |
| Private Trust Co. NA | 0 | 600 | +600 | +100% |
| Trilogy Capital Inc. | 0 | 378,882 | +378,882 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,159 | +1,159 | +100% |
| Legacy Financial Group LLC | 0 | 26,873 | +26,873 | +100% |
| Fermata Advisors LLC | 0 | 7,228 | +7,228 | +100% |
| First International Bank & Trust | 0 | 814,580 | +814,580 | +100% |
| Catalyst Financial Partners LLC | 0 | 17,670 | +17,670 | +100% |
| 13F Filers Decreasing RLY Share Count | ||||
| Global Retirement Partners LLC | 3,333 | 839 | -2,494 | -74.83% |
| Trust Point Inc. | 235,364 | 146,461 | -88,903 | -37.77% |
| DeDora Capital Inc. | 157,548 | 122,705 | -34,843 | -22.12% |
| Eclectic Associates Inc. ADV | 38,299 | 30,246 | -8,053 | -21.03% |
| Miracle Mile Advisors LLC | 1,120,726 | 1,006,910 | -113,816 | -10.16% |
| Retireful LLC | 130,485 | 117,901 | -12,584 | -9.64% |
| Wealth Enhancement Advisory Services LLC | 77,558 | 72,927 | -4,631 | -5.97% |
| Aviance Capital Partners LLC | 30,185 | 28,417 | -1,768 | -5.86% |
| Cornerstone Wealth Group LLC | 172,669 | 167,083 | -5,586 | -3.24% |
| 13F Filers Exiting RLY | ||||
| International Assets Investment Management LLC | 38,559 | 0 | -38,559 | -100.00% |
| Wagner Wealth Management LLC | 96 | 0 | -96 | -100.00% |
| AdvisorNet Financial Inc | 193,513 | 0 | -193,513 | -100.00% |
| NBC Securities Inc. | 68 | 0 | -68 | -100.00% |
See Summary: Institutional Holders of RLY
See Details: Top 10 Hedge Funds Holding RLY
