HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing S Share Count | ||||
| Optimum Investment Advisors | 10 | 5,610 | +5,600 | +56000.00% |
| Archford Capital Strategies LLC | 10,071 | 45,071 | +35,000 | +347.53% |
| Sugarloaf Wealth Management LLC | 535 | 1,250 | +715 | +133.64% |
| GAMMA Investing LLC | 107 | 250 | +143 | +133.64% |
| Raymond James & Associates | 141,428 | 251,338 | +109,910 | +77.71% |
| Massmutual Trust Co. FSB ADV | 22 | 38 | +16 | +72.73% |
| SJS Investment Consulting Inc. | 7 | 12 | +5 | +71.43% |
| Raymond James Financial Services Advisors Inc. | 162,807 | 277,126 | +114,319 | +70.22% |
| Cambridge Investment Research Advisors Inc. | 16,618 | 23,773 | +7,155 | +43.06% |
| Wolff Wiese Magana LLC | 1,000 | 1,220 | +220 | +22.00% |
| TrueMark Investments LLC | 70,179 | 79,682 | +9,503 | +13.54% |
| Renaissance Capital LLC | 149,225 | 157,858 | +8,633 | +5.79% |
| Spire Wealth Management | 6,670 | 7,020 | +350 | +5.25% |
| Avondale Wealth Management | 48,500 | 51,000 | +2,500 | +5.15% |
| Wealth Effects LLC | 82,690 | 85,850 | +3,160 | +3.82% |
| Brown Advisory Inc. | 128,536 | 128,583 | +47 | +0.04% |
| 13F Filers Reporting New Positions In S | ||||
| Wesbanco Bank Inc. | 0 | 33,896 | +33,896 | +100% |
| Barrett & Company Inc. | 0 | 2,000 | +2,000 | +100% |
| Westend Capital Management LLC | 0 | 36 | +36 | +100% |
| IMC Chicago LLC | 0 | 79,685 | +79,685 | +100% |
| DNB Asset Management AS | 0 | 17,840 | +17,840 | +100% |
| Exchange Traded Concepts LLC | 0 | 139 | +139 | +100% |
| Dakota Wealth Management | 0 | 15,200 | +15,200 | +100% |
| Costello Asset Management INC | 0 | 590 | +590 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 884 | +884 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Valley National Advisers Inc. | 85 | 85 | UNCH | 0.00% |
| NBC Securities Inc. | 231 | 231 | UNCH | 0.00% |
| Adirondack Trust Co. | 101 | 101 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 100 | 100 | UNCH | 0.00% |
| Perkins Coie Trust Co | 6,850 | 6,850 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 25 | 25 | UNCH | 0.00% |
| Independence Bank of Kentucky | 165 | 165 | UNCH | 0.00% |
| Versant Capital Management Inc | 146 | 146 | UNCH | 0.00% |
| Global Retirement Partners LLC | 20 | 20 | UNCH | 0.00% |
| Insight Financial Services | 100 | 100 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 18,171 | 18,171 | UNCH | 0.00% |
| Tsfg LLC | 99 | 99 | UNCH | 0.00% |
| Total Clarity Wealth Management Inc. | 51,760 | 51,760 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 1,087 | 1,087 | UNCH | 0.00% |
| Stonegate Investment Group LLC | 50,000 | 50,000 | UNCH | 0.00% |
| Bruce G. Allen Investments LLC | 12 | 12 | UNCH | 0.00% |
| Evergreen Private Wealth LLC | 250 | 250 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 10,000 | 10,000 | UNCH | 0.00% |
| 13F Filers Decreasing S Share Count | ||||
| Amalgamated Bank | 42,282 | 14,227 | -28,055 | -66.35% |
| International Assets Investment Management LLC | 37,785 | 15,037 | -22,748 | -60.20% |
| Brooklyn FI LLC | 39,823 | 21,839 | -17,984 | -45.16% |
| Fifth Third Bancorp | 15,858 | 10,872 | -4,986 | -31.44% |
| W Capital Management LLC | 1,192,495 | 953,996 | -238,499 | -20.00% |
| Wedmont Private Capital | 10,841 | 9,715 | -1,126 | -10.39% |
| CWM LLC | 1,923 | 1,784 | -139 | -7.23% |
| Legato Capital Management LLC | 27,976 | 26,427 | -1,549 | -5.54% |
| Stanley Laman Group Ltd. | 333,655 | 321,441 | -12,214 | -3.66% |
| PFG Investments LLC | 23,457 | 23,038 | -419 | -1.79% |
| Green Alpha Advisors LLC | 34,163 | 33,845 | -318 | -0.93% |
| Meritas Wealth Management LLC | 456,513 | 455,693 | -820 | -0.18% |
| 13F Filers Exiting S | ||||
| Fortitude Family Office LLC | 107 | 0 | -107 | -100.00% |
| Cutler Group LP | 1,039 | 0 | -1,039 | -100.00% |
| DekaBank Deutsche Girozentrale | 20,000 | 0 | -20,000 | -100.00% |
| AdvisorNet Financial Inc | 12 | 0 | -12 | -100.00% |
See Summary: Institutional Holders of S
See Details: Top 10 Hedge Funds Holding S
Also See: S Insider Buying
