| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing RMD Share Count |
|---|
| Los Angeles Capital Management & Equity Research Inc. |
13,491 |
499,031 |
+485,540 |
+3598.99% |
| Rise Advisors LLC |
15 |
118 |
+103 |
+686.67% |
| Bruce G. Allen Investments LLC |
10 |
38 |
+28 |
+280.00% |
| SJS Investment Consulting Inc. |
11 |
16 |
+5 |
+45.45% |
| First Hawaiian Bank |
12,005 |
16,504 |
+4,499 |
+37.48% |
| Allspring Global Investments Holdings LLC |
25,716 |
34,027 |
+8,311 |
+32.32% |
| GAMMA Investing LLC |
649 |
848 |
+199 |
+30.66% |
| MCF Advisors LLC |
8 |
10 |
+2 |
+25.00% |
| Massmutual Trust Co. FSB ADV |
48,721 |
59,751 |
+11,030 |
+22.64% |
| Wealth Enhancement Advisory Services LLC |
4,181 |
5,104 |
+923 |
+22.08% |
| Park Avenue Securities LLC |
1,884 |
2,266 |
+382 |
+20.28% |
| Ballentine Partners LLC |
1,297 |
1,545 |
+248 |
+19.12% |
| CWM LLC |
4,448 |
5,183 |
+735 |
+16.52% |
| Financial Management Professionals Inc. |
32 |
37 |
+5 |
+15.62% |
| CX Institutional |
1,292 |
1,445 |
+153 |
+11.84% |
| New Mexico Educational Retirement Board |
7,650 |
8,550 |
+900 |
+11.76% |
| Congress Wealth Management LLC DE |
56,777 |
63,403 |
+6,626 |
+11.67% |
| Wedmont Private Capital |
1,596 |
1,700 |
+104 |
+6.52% |
| WoodTrust Financial Corp |
6,620 |
7,020 |
+400 |
+6.04% |
| Portside Wealth Group LLC |
1,556 |
1,636 |
+80 |
+5.14% |
| Synergy Financial Management LLC |
69,383 |
72,747 |
+3,364 |
+4.85% |
| Park Place Capital Corp |
453 |
469 |
+16 |
+3.53% |
| Addenda Capital Inc. |
48,628 |
50,239 |
+1,611 |
+3.31% |
| CVA Family Office LLC |
110 |
113 |
+3 |
+2.73% |
| Capital Advisors Ltd. LLC |
200 |
205 |
+5 |
+2.50% |
| NorthCrest Asset Manangement LLC |
51,031 |
51,859 |
+828 |
+1.62% |
| Birch Capital Management LLC |
25,948 |
26,303 |
+355 |
+1.37% |
| Congress Asset Management Co. MA |
577,979 |
584,210 |
+6,231 |
+1.08% |
| SeaCrest Wealth Management LLC |
1,395 |
1,410 |
+15 |
+1.08% |
| MV Capital Management Inc. |
214 |
216 |
+2 |
+0.93% |
| Gulf International Bank UK Ltd |
12,548 |
12,614 |
+66 |
+0.53% |
| Czech National Bank |
25,762 |
25,880 |
+118 |
+0.46% |
| Aspiriant LLC |
1,331 |
1,337 |
+6 |
+0.45% |
| ST Germain D J Co. Inc. |
99,200 |
99,576 |
+376 |
+0.38% |
| Wolff Wiese Magana LLC |
309 |
310 |
+1 |
+0.32% |
| 13F Filers Reporting New Positions In RMD |
|---|
| Confluence Investment Management LLC |
0 |
129,161 |
+129,161 |
+100% |
| Mather Group LLC. |
0 |
603 |
+603 |
+100% |
| Riverview Trust Co |
0 |
210 |
+210 |
+100% |
| Chicago Capital LLC |
0 |
2,200 |
+2,200 |
+100% |
| Claro Advisors LLC |
0 |
3,994 |
+3,994 |
+100% |
| Agate Pass Investment Management LLC |
0 |
1,138 |
+1,138 |
+100% |
| Duncan Williams Asset Management LLC |
0 |
2,824 |
+2,824 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
32 |
32 |
UNCH |
0.00% |
| State of Michigan Retirement System |
41,711 |
41,711 |
UNCH |
0.00% |
| Campbell Capital Management Inc. |
1,600 |
1,600 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
1,624 |
1,624 |
UNCH |
0.00% |
| Hudson Valley Investment Advisors Inc. ADV |
11,000 |
11,000 |
UNCH |
0.00% |
| Woodstock Corp |
1,505 |
1,505 |
UNCH |
0.00% |
| Sanders Morris Harris LLC |
4,600 |
4,600 |
UNCH |
0.00% |
| Chatham Capital Group Inc. |
1,250 |
1,250 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
93 |
93 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
6,346 |
6,346 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
323 |
323 |
UNCH |
0.00% |
| Bright Rock Capital Management LLC |
15,500 |
15,500 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
3,700 |
3,700 |
UNCH |
0.00% |
| Pinnacle Bank |
225 |
225 |
UNCH |
0.00% |
| Security National Bank |
50 |
50 |
UNCH |
0.00% |
| Versant Capital Management Inc |
61 |
61 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
40 |
40 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
2,970 |
2,970 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
196 |
196 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
30 |
30 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
7 |
7 |
UNCH |
0.00% |
| Halpern Financial Inc. |
57 |
57 |
UNCH |
0.00% |
| 13F Filers Decreasing RMD Share Count |
|---|
| West Paces Advisors Inc. |
6 |
2 |
-4 |
-66.67% |
| Symmetry Partners LLC |
2,763 |
1,447 |
-1,316 |
-47.63% |
| Cullinan Associates Inc. |
6,300 |
4,000 |
-2,300 |
-36.51% |
| PFS Partners LLC |
69 |
48 |
-21 |
-30.43% |
| American National Bank |
3,303 |
2,416 |
-887 |
-26.85% |
| Fulcrum Capital LLC |
1,469 |
1,200 |
-269 |
-18.31% |
| Clarius Group LLC |
1,425 |
1,220 |
-205 |
-14.39% |
| DNB Asset Management AS |
26,030 |
23,111 |
-2,919 |
-11.21% |
| Baldwin Brothers Inc. MA |
8,885 |
8,345 |
-540 |
-6.08% |
| OLD National Bancorp IN |
1,974 |
1,866 |
-108 |
-5.47% |
| Papp L Roy & Associates |
8,880 |
8,470 |
-410 |
-4.62% |
| Hartford Investment Management Co. |
9,907 |
9,504 |
-403 |
-4.07% |
| AdvisorNet Financial Inc |
224 |
218 |
-6 |
-2.68% |
| Canandaigua National Bank & Trust Co. |
1,402 |
1,375 |
-27 |
-1.93% |
| West Coast Financial LLC |
36,792 |
36,376 |
-416 |
-1.13% |
| Gateway Investment Advisers LLC |
4,214 |
4,180 |
-34 |
-0.81% |
| JJJ Advisors Inc. |
490 |
489 |
-1 |
-0.20% |
| 13F Filers Exiting RMD |
|---|
| Financial Synergies Wealth Advisors Inc. |
6 |
0 |
-6 |
-100.00% |
| Kingswood Wealth Advisors LLC |
1,199 |
0 |
-1,199 |
-100.00% |
| Channel Wealth LLC |
3,283 |
0 |
-3,283 |
-100.00% |
| International Assets Investment Management LLC |
22,191 |
0 |
-22,191 |
-100.00% |
| Banque Cantonale Vaudoise |
1,464 |
0 |
-1,464 |
-100.00% |
| Oak Thistle LLC |
1,930 |
0 |
-1,930 |
-100.00% |
| Miracle Mile Advisors LLC |
1,600 |
0 |
-1,600 |
-100.00% |
| Exchange Traded Concepts LLC |
152 |
0 |
-152 |
-100.00% |
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