HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing RYLD Share Count | ||||
| PFG Investments LLC | 11,453 | 84,445 | +72,992 | +637.32% |
| High Net Worth Advisory Group LLC | 54,379 | 112,842 | +58,463 | +107.51% |
| Chicago Partners Investment Group LLC | 17,827 | 30,479 | +12,652 | +70.97% |
| DHJJ Financial Advisors Ltd. | 53 | 79 | +26 | +49.06% |
| International Assets Investment Management LLC | 135,570 | 185,929 | +50,359 | +37.15% |
| Newbridge Financial Services Group Inc. | 19,962 | 27,375 | +7,413 | +37.14% |
| Nations Financial Group Inc. IA ADV | 20,600 | 27,701 | +7,101 | +34.47% |
| Triumph Capital Management | 13,856 | 18,301 | +4,445 | +32.08% |
| Flagship Harbor Advisors LLC | 12,890 | 14,296 | +1,406 | +10.91% |
| AdvisorNet Financial Inc | 27 | 29 | +2 | +7.41% |
| Atticus Wealth Management LLC | 2,491 | 2,592 | +101 | +4.05% |
| CWM LLC | 4,829 | 5,019 | +190 | +3.93% |
| Raymond James Financial Services Advisors Inc. | 424,997 | 439,770 | +14,773 | +3.48% |
| Brookstone Capital Management | 413,706 | 420,808 | +7,102 | +1.72% |
| Accel Wealth Management | 25,807 | 26,233 | +426 | +1.65% |
| Investment Partners Asset Management Inc. | 78,425 | 79,434 | +1,009 | +1.29% |
| 13F Filers Reporting New Positions In RYLD | ||||
| Mesirow Financial Investment Management Inc. | 0 | 177,245 | +177,245 | +100% |
| Wealthfront Advisers LLC | 0 | 17,745 | +17,745 | +100% |
| Eudaimonia Partners LLC | 0 | 36,833 | +36,833 | +100% |
| Sage Mountain Advisors LLC | 0 | 5,249 | +5,249 | +100% |
| Sandbox Financial Partners LLC | 0 | 34,913 | +34,913 | +100% |
| Eudaimonia Advisors LLC | 0 | 25,506 | +25,506 | +100% |
| Planning Capital Management Corp | 0 | 64 | +64 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Atlantic Union Bankshares Corp | 16,156 | 16,156 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 550 | 550 | UNCH | 0.00% |
| American National Bank | 1,200 | 1,200 | UNCH | 0.00% |
| Blue Bell Private Wealth Management LLC | 200 | 200 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 2,000 | 2,000 | UNCH | 0.00% |
| 13F Filers Decreasing RYLD Share Count | ||||
| PSI Advisors LLC | 2,168 | 1,635 | -533 | -24.58% |
| Private Trust Co. NA | 3,365 | 2,636 | -729 | -21.66% |
| Weaver Consulting Group | 15,544 | 13,701 | -1,843 | -11.86% |
| Raymond James & Associates | 242,508 | 238,721 | -3,787 | -1.56% |
| Cambridge Investment Research Advisors Inc. | 275,620 | 274,415 | -1,205 | -0.44% |
| NBC Securities Inc. | 6,599 | 6,592 | -7 | -0.11% |
| Bank of New York Mellon Corp | 20,104 | 20,101 | -3 | -0.01% |
| 13F Filers Exiting RYLD | ||||
| Spire Wealth Management | 192 | 0 | -192 | -100.00% |
| Kovack Advisors Inc. | 45,230 | 0 | -45,230 | -100.00% |
| Capital Investment Advisory Services LLC | 752 | 0 | -752 | -100.00% |
| Cutler Group LP | 661 | 0 | -661 | -100.00% |
See Summary: Institutional Holders of RYLD
See Details: Top 10 Hedge Funds Holding RYLD
