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RYH Holdings Changes image
This page summarizes the RYH holdings changes quarter over quarter among those 13F filers that have reported for the 9/30/2023 period, comparing share count change from 6/30/2023 to 9/30/2023. Share count is compared over these two periods to provide an indication of whether RYH is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer6/30/2023
 Share Count 
9/30/2023
 Share Count 
Change% Change
13F Filers Increasing RYH Share Count
Wilbanks Smith & Thomas Asset Management LLC 1,271 300,259 +298,988 +23523.84%
Creative Planning 1,084 180,825 +179,741 +16581.27%
Cambridge Investment Research Advisors Inc. 4,514 137,730 +133,216 +2951.17%
Qube Research & Technologies Ltd 612 10,251 +9,639 +1575.00%
Lido Advisors LLC 5,236 86,536 +81,300 +1552.71%
Advisor Group Holdings Inc. 66,004 990,782 +924,778 +1401.09%
LPL Financial LLC 65,256 877,649 +812,393 +1244.93%
Signaturefd LLC 108 1,431 +1,323 +1225.00%
GWM Advisors LLC 1,446 18,239 +16,793 +1161.34%
Personal CFO Solutions LLC 1,636 19,806 +18,170 +1110.64%
Raymond James Financial Services Advisors Inc. 27,809 325,790 +297,981 +1071.53%
Oppenheimer & Co. Inc. 3,990 45,885 +41,895 +1050.00%
Steward Partners Investment Advisory LLC 682 7,820 +7,138 +1046.63%
CWM LLC 713 8,060 +7,347 +1030.43%
PCG Wealth Advisors LLC 2,928 32,571 +29,643 +1012.40%
Yoder Wealth Management Inc. 4,862 53,336 +48,474 +997.00%
Rainey & Randall Investment Management Inc. 62,817 686,608 +623,791 +993.03%
Stifel Financial Corp 13,708 147,332 +133,624 +974.79%
Walled Lake Planning & Wealth Management LLC 22,337 237,513 +215,176 +963.32%
First Heartland Consultants Inc. 3,605 37,859 +34,254 +950.18%
FCA Corp TX 12,264 127,463 +115,199 +939.33%
Landmark Financial Advisors LLC 2,429 25,183 +22,754 +936.76%
HighTower Advisors LLC 215,445 2,228,257 +2,012,812 +934.26%
Friedenthal Financial 8,739 90,269 +81,530 +932.94%
MML Investors Services LLC 827 8,477 +7,650 +925.03%
Acorn Wealth Advisors LLC 6,696 68,620 +61,924 +924.79%
FMR LLC 679 6,957 +6,278 +924.59%
Geneos Wealth Management Inc. 1,703 17,446 +15,743 +924.43%
Kingsview Wealth Management LLC 1,798 18,366 +16,568 +921.47%
Socha Financial Group LLC 7,564 77,000 +69,436 +917.98%
Kestra Private Wealth Services LLC 949 9,624 +8,675 +914.12%
Eagle Capital Management LLC LA 2,969 29,944 +26,975 +908.56%
Townsend Asset Management Corp NC ADV 46 463 +417 +906.52%
SignalPoint Asset Management LLC 12,468 125,399 +112,931 +905.77%
O Shaughnessy Asset Management LLC 102 1,024 +922 +903.92%
National Bank of Canada FI 604 6,060 +5,456 +903.31%
PFG Advisors 2,265 22,721 +20,456 +903.13%
Pacific Center for Financial Services 69 692 +623 +902.90%
Wagner Wealth Management LLC 872 8,735 +7,863 +901.72%
SOA Wealth Advisors LLC. 496 4,967 +4,471 +901.41%
Financial Advocates Investment Management 950 9,513 +8,563 +901.37%
Aptus Capital Advisors LLC 248 2,483 +2,235 +901.21%
Cahill Financial Advisors Inc. 7,546 75,549 +68,003 +901.18%
TFG Advisers LLC 916 9,169 +8,253 +900.98%
Bogart Wealth LLC 515 5,153 +4,638 +900.58%
Bank of America Corp DE 69,547 695,743 +626,196 +900.39%
CRA Financial Services LLC 2,853 28,540 +25,687 +900.35%
Koshinski Asset Management Inc. 1,295 12,954 +11,659 +900.31%
Kovack Advisors Inc. 1,733 17,333 +15,600 +900.17%
DAVENPORT & Co LLC 4,786 47,866 +43,080 +900.13%
Franklin Resources Inc. 90 900 +810 +900.00%
Glenmede Trust Co. NA 125 1,250 +1,125 +900.00%
The PNC Financial Services Group Inc. 20 200 +180 +900.00%
Valley National Advisers Inc. 302 3,020 +2,718 +900.00%
Country Club Bank GFN 760 7,600 +6,840 +900.00%
Clearstead Advisors LLC 1,952 19,520 +17,568 +900.00%
UMB Bank N A MO 2,900 29,000 +26,100 +900.00%
1832 Asset Management L.P. 415 4,150 +3,735 +900.00%
Bourgeon Capital Management LLC 70 700 +630 +900.00%
Pin Oak Investment Advisors Inc. 50 500 +450 +900.00%
Hollencrest Capital Management 142 1,420 +1,278 +900.00%
Private Trust Co. NA 1,735 17,350 +15,615 +900.00%
Equitable Holdings Inc. 1,735 17,350 +15,615 +900.00%
BlackRock Inc. 1,350 13,500 +12,150 +900.00%
AdvisorNet Financial Inc 366 3,660 +3,294 +900.00%
Parkside Financial Bank & Trust 493 4,930 +4,437 +900.00%
Harbor Investment Advisory LLC 540 5,400 +4,860 +900.00%
Asset Dedication LLC 1,938 19,380 +17,442 +900.00%
Gradient Investments LLC 6 60 +54 +900.00%
Allworth Financial LP 228 2,280 +2,052 +900.00%
Bank OZK 891 8,910 +8,019 +900.00%
Capital Investment Advisory Services LLC 150 1,500 +1,350 +900.00%
RSM US Wealth Management LLC 2,010 20,100 +18,090 +900.00%
Legacy Bridge LLC 521 5,210 +4,689 +900.00%
Parallel Advisors LLC 19 190 +171 +900.00%
Atlantic Trust LLC 263 2,630 +2,367 +900.00%
Front Row Advisors LLC 55 550 +495 +900.00%
Carmichael Hill & Associates Inc. 608 6,080 +5,472 +900.00%
Biltmore Family Office LLC 3,831 38,310 +34,479 +900.00%
GPS Wealth Strategies Group LLC 104 1,040 +936 +900.00%
Beacon Pointe Advisors LLC 3,005 30,050 +27,045 +900.00%
HHM Wealth Advisors LLC 617 6,170 +5,553 +900.00%
Cooper Financial Group 1,821 18,210 +16,389 +900.00%
Shorepoint Capital Partners LLC 840 8,400 +7,560 +900.00%
Yarbrough Capital LLC 847 8,470 +7,623 +900.00%
Carolina Wealth Advisors LLC 62 620 +558 +900.00%
Savior LLC 3 30 +27 +900.00%
Laidlaw Wealth Management LLC 5,304 53,040 +47,736 +900.00%
Optas LLC 5,279 52,790 +47,511 +900.00%
Live Oak Investment Partners 1,338 13,380 +12,042 +900.00%
Newbridge Financial Services Group Inc. 10 100 +90 +900.00%
Guardian Wealth Management Inc. 113 1,130 +1,017 +900.00%
Hartford Financial Management Inc. 7,524 75,235 +67,711 +899.93%
SeaCrest Wealth Management LLC 1,615 16,148 +14,533 +899.88%
DHJJ Financial Advisors Ltd. 1,566 15,655 +14,089 +899.68%
First Republic Investment Management Inc. 3,242 32,408 +29,166 +899.63%
Harbour Investments Inc. 469 4,688 +4,219 +899.57%
Raymond James & Associates 4,689 46,862 +42,173 +899.40%
Fortune Financial Advisors LLC 968 9,673 +8,705 +899.28%
Capital Analysts LLC 7,779 77,679 +69,900 +898.57%
STA Wealth Management LLC 1,737 17,320 +15,583 +897.12%
Joseph P. Lucia & Associates LLC 12,395 123,530 +111,135 +896.61%
Northwestern Mutual Wealth Management Co. 9,259 92,228 +82,969 +896.09%
Great Valley Advisor Group Inc. 5,577 55,519 +49,942 +895.50%
MBL Wealth LLC 2,696 26,833 +24,137 +895.29%
Truist Financial Corp 803 7,986 +7,183 +894.52%
TrinityPoint Wealth LLC 2,499 24,820 +22,321 +893.20%
Commonwealth Equity Services LLC 25,113 249,282 +224,169 +892.64%
Gateway Wealth Partners LLC 1,935 19,128 +17,193 +888.53%
Walker Asset Management LLC 4,431 43,764 +39,333 +887.68%
JPMorgan Chase & Co. 30,182 298,070 +267,888 +887.58%
Peak Financial Management Inc. 36,073 354,829 +318,756 +883.64%
MAI Capital Management 34,338 336,184 +301,846 +879.04%
Joseph Group Capital Management 321 3,140 +2,819 +878.19%
Wintrust Investments LLC 8,520 83,182 +74,662 +876.31%
Kingfisher Capital LLC 5,067 49,308 +44,241 +873.12%
Huntington National Bank 1,456 14,121 +12,665 +869.85%
Cornerstone Advisory LLC 10,851 104,994 +94,143 +867.60%
Mariner LLC 1,754 16,961 +15,207 +866.99%
Valicenti Advisory Services Inc. 811 7,833 +7,022 +865.84%
CI Private Wealth LLC 4,377 42,252 +37,875 +865.32%
UBS Group AG 49,690 477,841 +428,151 +861.64%
McAdam LLC 11,093 106,593 +95,500 +860.90%
Detalus Advisors LLC 4,949 47,530 +42,581 +860.40%
Hilltop Holdings Inc. 1,199 11,490 +10,291 +858.30%
Private Advisor Group LLC 15,752 150,533 +134,781 +855.64%
Leo H. Evart Inc. 14,690 140,274 +125,584 +854.89%
Cetera Advisor Networks LLC 6,184 58,961 +52,777 +853.44%
IFP Advisors Inc 663 6,312 +5,649 +852.04%
Advisory Services Network LLC 1,850 17,491 +15,641 +845.46%
Morgan Stanley 132,211 1,242,026 +1,109,815 +839.43%
Kestra Advisory Services LLC 1,726 16,151 +14,425 +835.75%
Wiley BROS. Aintree Capital LLC 3,121 29,114 +25,993 +832.84%
Bank of Montreal Can 580 5,400 +4,820 +831.03%
Atlas Capital Advisors LLC 1,567 14,562 +12,995 +829.29%
Sigma Planning Corp 946 8,655 +7,709 +814.90%
Financial Advisory Corp UT ADV 1,247 11,339 +10,092 +809.30%
Cetera Advisors LLC 6,187 55,924 +49,737 +803.90%
Blair William & Co. IL 1,292 11,420 +10,128 +783.90%
Occidental Asset Management LLC 1,137 10,046 +8,909 +783.55%
Royal Bank of Canada 64,873 552,659 +487,786 +751.91%
One Charles Private Wealth Services LLC 1,499 12,640 +11,141 +743.23%
US Bancorp DE 114 920 +806 +707.02%
Envestnet Asset Management Inc. 4,088 31,048 +26,960 +659.49%
Green Harvest Asset Management LLC 34,548 258,587 +224,039 +648.49%
Ameriprise Financial Inc. 31,380 226,054 +194,674 +620.38%
Wells Fargo & Company MN 44,211 297,317 +253,106 +572.50%
Tompkins Financial Corp 150 1,000 +850 +566.67%
Resources Investment Advisors LLC. 3,037 18,560 +15,523 +511.13%
Stelac Advisory Services LLC 15,038 88,380 +73,342 +487.71%
Janney Montgomery Scott LLC 9,190 53,813 +44,623 +485.56%
Cary Street Partners Investment Advisory LLC 395 2,050 +1,655 +418.99%
Legacy Private Trust Co. 1,838 8,686 +6,848 +372.58%
Financial Gravity Asset Management Inc. 298 1,346 +1,048 +351.68%
Citadel Advisors LLC 3,210 11,809 +8,599 +267.88%
Howe & Rusling Inc. 58 180 +122 +210.34%
Dynamic Advisor Solutions LLC 3,721 7,792 +4,071 +109.41%
Lee Financial Co 222 320 +98 +44.14%
Mercer Global Advisors Inc. ADV 9,310 10,647 +1,337 +14.36%
Garrison Asset Management LLC 12,913 12,914 +1 +0.01%
13F Filers Reporting New Positions In RYH
Proequities Inc. 0 0 UNCH 100%
RFP Financial Group LLC 0 0 UNCH 100%
NBC Securities Inc. 0 2,100 +2,100 +100%
Goldman Sachs Group Inc. 0 158,652 +158,652 +100%
Comerica Bank 0 3,880 +3,880 +100%
StoneX Group Inc. 0 12,303 +12,303 +100%
SILVER OAK SECURITIES Inc 0 24,813 +24,813 +100%
KCM Investment Advisors LLC 0 12,465 +12,465 +100%
Sheets Smith Wealth Management 0 800 +800 +100%
BNP Paribas Arbitrage SA 0 3,615 +3,615 +100%
Eqis Capital Management Inc. 0 35,098 +35,098 +100%
Jane Street Group LLC 0 8,053 +8,053 +100%
Ironsides Asset Advisors LLC 0 37,990 +37,990 +100%
Wealth Enhancement Advisory Services LLC 0 36,974 +36,974 +100%
AE Wealth Management LLC 0 9,351 +9,351 +100%
Lake Street Advisors Group LLC 0 12,500 +12,500 +100%
Carolinas Wealth Consulting LLC 0 120 +120 +100%
Householder Group Estate & Retirement Specialist LLC 0 120 +120 +100%
Aspire Capital Advisors LLC 0 20,871 +20,871 +100%
Impact Partnership Wealth LLC 0 4,280 +4,280 +100%
Envestnet Portfolio Solutions Inc. 0 14,790 +14,790 +100%
13F Filers With Unchanged Share Count
Coastal Investment Advisors Inc. 185 185 UNCH 0.00%
Kapstone Financial Advisors LLC 19,080 19,080 UNCH 0.00%
13F Filers Decreasing RYH Share Count
EP Wealth Advisors LLC 95,467 10,900 -84,567 -88.58%
Citigroup Inc. 3 1 -2 -66.67%
13F Filers Exiting RYH
Seven Mile Advisory 700 0 -700 -100.00%
Crescent Sterling Ltd. 720 0 -720 -100.00%
Fiduciary Alliance LLC 12 0 -12 -100.00%
ICA Group Wealth Management LLC 40 0 -40 -100.00%
Worth Asset Management LLC 34 0 -34 -100.00%
Safeguard Financial LLC 40 0 -40 -100.00%
New Millennium Group LLC 16 0 -16 -100.00%
Zhang Financial LLC 690 0 -690 -100.00%
Prestige Wealth Management Group LLC 77 0 -77 -100.00%
CX Institutional 3,826 0 -3,826 -100.00%
AlphaCore Capital LLC 35 0 -35 -100.00%
Kalos Management Inc. 450 0 -450 -100.00%
Arete Wealth Advisors LLC 1,902 0 -1,902 -100.00%
Cerity Partners LLC 719 0 -719 -100.00%
Retirement Planning Group 748 0 -748 -100.00%
HRT Financial LP 711 0 -711 -100.00%
Susquehanna International Group LLP 8,571 0 -8,571 -100.00%
Meitav Dash Investments Ltd. 66 0 -66 -100.00%
Montag A & Associates Inc. 6 0 -6 -100.00%

See Summary: Institutional Holders of RYH
See Details: Top 10 Hedge Funds Holding RYH

RYH Holdings Changes | www.HoldingsChannel.com

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