HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHA Share Count | ||||
| Sage Mountain Advisors LLC | 48 | 2,182 | +2,134 | +4445.83% |
| Atticus Wealth Management LLC | 2 | 85 | +83 | +4150.00% |
| Gradient Investments LLC | 201 | 635 | +434 | +215.92% |
| First International Bank & Trust | 155,838 | 427,919 | +272,081 | +174.59% |
| Trifecta Capital Advisors LLC | 63 | 163 | +100 | +158.73% |
| Strategic Financial Concepts LLC | 36,884 | 68,147 | +31,263 | +84.76% |
| BNC Wealth Management LLC | 6,542 | 11,483 | +4,941 | +75.53% |
| SOA Wealth Advisors LLC. | 398 | 585 | +187 | +46.98% |
| Fiduciary Alliance LLC | 4,481 | 6,570 | +2,089 | +46.62% |
| Hexagon Capital Partners LLC | 3,656 | 5,205 | +1,549 | +42.37% |
| West Coast Financial LLC | 5,150 | 7,150 | +2,000 | +38.83% |
| Kohmann Bosshard Financial Services LLC | 165,657 | 228,581 | +62,924 | +37.98% |
| Columbia Advisory Partners LLC | 18,081 | 24,791 | +6,710 | +37.11% |
| Foster Group Inc. | 38,976 | 51,476 | +12,500 | +32.07% |
| Richardson Capital Management LLC | 4,444 | 5,832 | +1,388 | +31.23% |
| Myecfo LLC | 7,841 | 9,871 | +2,030 | +25.89% |
| Contravisory Investment Management Inc. | 516 | 639 | +123 | +23.84% |
| Mirador Capital Partners LP | 6,757 | 8,322 | +1,565 | +23.16% |
| Von Berge Wealth Management Group LLC | 39,614 | 48,517 | +8,903 | +22.47% |
| Compass Financial Group INC SD | 78,078 | 95,593 | +17,515 | +22.43% |
| Wealthfront Advisers LLC | 44,997 | 55,028 | +10,031 | +22.29% |
| Foster & Motley Inc. | 5,594 | 6,775 | +1,181 | +21.11% |
| Sage Investment Advisers LLC | 23,294 | 28,178 | +4,884 | +20.97% |
| Atlas Capital Advisors LLC | 756 | 912 | +156 | +20.63% |
| Sharkey Howes & Javer | 21,876 | 25,830 | +3,954 | +18.07% |
| Raymond James & Associates | 77,039 | 90,012 | +12,973 | +16.84% |
| Charles Schwab Trust Co | 243,015 | 282,063 | +39,048 | +16.07% |
| Game Plan Financial Advisors LLC | 70,674 | 82,019 | +11,345 | +16.05% |
| Capital Advisors Ltd. LLC | 5,787 | 6,647 | +860 | +14.86% |
| OLD National Bancorp IN | 225,937 | 258,618 | +32,681 | +14.46% |
| Liberty Capital Management Inc. | 38,648 | 43,898 | +5,250 | +13.58% |
| Grimes & Company Inc. | 23,672 | 26,867 | +3,195 | +13.50% |
| Valley National Advisers Inc. | 71,405 | 79,902 | +8,497 | +11.90% |
| Sunbelt Securities Inc. | 128,533 | 142,404 | +13,871 | +10.79% |
| Berger Financial Group Inc | 207,496 | 229,889 | +22,393 | +10.79% |
| Donaldson Capital Management LLC | 16,750 | 18,526 | +1,776 | +10.60% |
| LVW Advisors LLC | 115,272 | 127,002 | +11,730 | +10.18% |
| BKD Wealth Advisors LLC | 13,854 | 15,258 | +1,404 | +10.13% |
| Allen Capital Group LLC | 24,493 | 26,887 | +2,394 | +9.77% |
| Transform Wealth LLC | 37,209 | 40,751 | +3,542 | +9.52% |
| Burt Wealth Advisors | 303,045 | 324,543 | +21,498 | +7.09% |
| Raymond James Financial Services Advisors Inc. | 255,641 | 272,192 | +16,551 | +6.47% |
| Private Ocean LLC | 235 | 250 | +15 | +6.38% |
| Wagner Wealth Management LLC | 332 | 353 | +21 | +6.33% |
| Tradewinds Capital Management LLC | 39,099 | 41,518 | +2,419 | +6.19% |
| Sovereign Financial Group Inc. | 7,323 | 7,769 | +446 | +6.09% |
| Dynamic Advisor Solutions LLC | 367,937 | 389,461 | +21,524 | +5.85% |
| Boltwood Capital Management | 42,004 | 44,373 | +2,369 | +5.64% |
| Claro Advisors LLC | 18,187 | 19,196 | +1,009 | +5.55% |
| Arbor Trust Wealth Advisors LLC | 106,762 | 112,684 | +5,922 | +5.55% |
| Avenue 1 Advisors LLC | 136,917 | 144,521 | +7,604 | +5.55% |
| Leverty Financial Group LLC | 10,251 | 10,792 | +541 | +5.28% |
| Capital Insight Partners LLC | 64,605 | 67,993 | +3,388 | +5.24% |
| Kathleen S. Wright Associates Inc. | 3,709 | 3,900 | +191 | +5.15% |
| S.A. Mason LLC | 15,894 | 16,684 | +790 | +4.97% |
| Cooper Financial Group | 18,599 | 19,483 | +884 | +4.75% |
| St. Johns Investment Management Company LLC | 209,579 | 219,447 | +9,868 | +4.71% |
| Warner Financial Inc. | 9,884 | 10,339 | +455 | +4.60% |
| JJJ Advisors Inc. | 351,516 | 366,380 | +14,864 | +4.23% |
| Retirement Guys Formula LLC | 139,443 | 145,262 | +5,819 | +4.17% |
| Strategic Financial Planning Inc. | 338,002 | 351,508 | +13,506 | +4.00% |
| Blossom Wealth Management | 21,232 | 22,071 | +839 | +3.95% |
| Simon Quick Advisors LLC | 5,231 | 5,429 | +198 | +3.79% |
| Powers Advisory Group LLC | 76,179 | 79,014 | +2,835 | +3.72% |
| Appleton Partners Inc. MA | 209,127 | 216,811 | +7,684 | +3.67% |
| FF Advisors LLC | 68,569 | 70,976 | +2,407 | +3.51% |
| Mayfair Advisory Group LLC | 4,404 | 4,556 | +152 | +3.45% |
| Gleason Group Inc. | 55,005 | 56,905 | +1,900 | +3.45% |
| Crescent Sterling Ltd. | 26,680 | 27,522 | +842 | +3.16% |
| Cedar Brook Financial Partners LLC | 48,619 | 50,125 | +1,506 | +3.10% |
| Wealth Enhancement Advisory Services LLC | 1,481,001 | 1,526,643 | +45,642 | +3.08% |
| West Oak Capital LLC | 9,331 | 9,610 | +279 | +2.99% |
| RBA Wealth Management LLC | 5,397 | 5,558 | +161 | +2.98% |
| Patriot Investment Management Inc. | 162,627 | 167,288 | +4,661 | +2.87% |
| Phillips Financial Management LLC | 52,576 | 53,971 | +1,395 | +2.65% |
| Courage Miller Partners LLC | 161,629 | 165,823 | +4,194 | +2.59% |
| American Financial Advisors LLC | 184,928 | 189,220 | +4,292 | +2.32% |
| Fifth Third Securities Inc. | 86,605 | 88,369 | +1,764 | +2.04% |
| Triangle Securities Wealth Management | 47,716 | 48,688 | +972 | +2.04% |
| Salem Investment Counselors Inc. | 166,955 | 170,352 | +3,397 | +2.03% |
| Panoramic Investment Advisors LLC | 25,105 | 25,577 | +472 | +1.88% |
| ForthRight Wealth Management LLC | 359,280 | 365,981 | +6,701 | +1.87% |
| Juncture Wealth Strategies LLC | 86,134 | 87,727 | +1,593 | +1.85% |
| Bluestem Financial Advisors LLC | 10,074 | 10,249 | +175 | +1.74% |
| Hendershot Investments Inc. | 11,111 | 11,298 | +187 | +1.68% |
| Buckingham Capital Management Inc. | 244,508 | 248,374 | +3,866 | +1.58% |
| Rainey & Randall Investment Management Inc. | 832,577 | 845,371 | +12,794 | +1.54% |
| Madison Park Capital Advisors LLC | 32,225 | 32,718 | +493 | +1.53% |
| Carolina Wealth Advisors LLC | 97,104 | 98,558 | +1,454 | +1.50% |
| FIDELIS iM LLC | 391,592 | 397,259 | +5,667 | +1.45% |
| Davis Capital Management | 82,451 | 83,632 | +1,181 | +1.43% |
| CAP Partners LLC | 15,466 | 15,671 | +205 | +1.33% |
| Main Street Financial Solutions LLC | 230,627 | 233,580 | +2,953 | +1.28% |
| Stockman Wealth Management Inc. | 8,382 | 8,458 | +76 | +0.91% |
| Austin Private Wealth LLC | 4,407 | 4,446 | +39 | +0.88% |
| Ausdal Financial Partners Inc. | 108,314 | 109,202 | +888 | +0.82% |
| Provident Wealth Management LLC | 99,198 | 99,877 | +679 | +0.68% |
| AdvisorNet Financial Inc | 47,582 | 47,878 | +296 | +0.62% |
| Walkner Condon Financial Advisors LLC | 11,522 | 11,592 | +70 | +0.61% |
| Congress Wealth Management LLC DE | 142,492 | 143,323 | +831 | +0.58% |
| West Paces Advisors Inc. | 31,604 | 31,779 | +175 | +0.55% |
| Cambridge Advisors Inc. | 27,273 | 27,420 | +147 | +0.54% |
| Curbstone Financial Management Corp | 182,682 | 183,642 | +960 | +0.53% |
| CWM LLC | 87,996 | 88,437 | +441 | +0.50% |
| Alpha Omega Wealth Management LLC | 51,396 | 51,639 | +243 | +0.47% |
| Nikulski Financial Inc. | 86,128 | 86,524 | +396 | +0.46% |
| Nicholas Hoffman & Company LLC. | 26,995 | 27,060 | +65 | +0.24% |
| Bowman & Co S.C. | 5,950 | 5,964 | +14 | +0.24% |
| Financial Management Network Inc. | 4,731 | 4,742 | +11 | +0.23% |
| Abacus Planning Group Inc. | 9,245 | 9,265 | +20 | +0.22% |
| Evanson Asset Management LLC | 8,638 | 8,657 | +19 | +0.22% |
| Clarity Capital Advisors LLC | 9,787 | 9,809 | +22 | +0.22% |
| Pacific Sage Partners LLC | 133,135 | 133,419 | +284 | +0.21% |
| BSW Wealth Partners | 6,788 | 6,796 | +8 | +0.12% |
| Greenhouse Wealth Management LLC | 29,331 | 29,361 | +30 | +0.10% |
| Astoria Portfolio Advisors LLC. | 4,480 | 4,484 | +4 | +0.09% |
| MCF Advisors LLC | 4,968 | 4,972 | +4 | +0.08% |
| Kathmere Capital Management LLC | 5,051 | 5,055 | +4 | +0.08% |
| Red Door Wealth Management LLC | 9,234 | 9,240 | +6 | +0.06% |
| Duncker Streett & Co. Inc. | 34,784 | 34,792 | +8 | +0.02% |
| Keystone Wealth Services LLC | 5,600 | 5,601 | +1 | +0.02% |
| Chatham Capital Group Inc. | 8,327 | 8,328 | +1 | +0.01% |
| Lbmc Investment Advisors LLC | 10,116 | 10,117 | +1 | +0.01% |
| 13F Filers Reporting New Positions In SCHA | ||||
| Godsey & Gibb Associates | 0 | 78 | +78 | +100% |
| Valicenti Advisory Services Inc. | 0 | 6,682 | +6,682 | +100% |
| Harbor Investment Advisory LLC | 0 | 2,080 | +2,080 | +100% |
| Paragon Capital Management Ltd | 0 | 8,089 | +8,089 | +100% |
| Roble Belko & Company Inc | 0 | 6 | +6 | +100% |
| Versant Capital Management Inc | 0 | 1,098 | +1,098 | +100% |
| Cornerstone Wealth Group LLC | 0 | 96,566 | +96,566 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,556 | +1,556 | +100% |
| Capital Planning LLC | 0 | 5,347 | +5,347 | +100% |
| Future Financial Wealth Managment LLC | 0 | 170 | +170 | +100% |
| Strategic Equity Management | 0 | 8,762 | +8,762 | +100% |
| Sweet Financial Partners LLC | 0 | 4,144 | +4,144 | +100% |
| PFG Investments LLC | 0 | 4,293 | +4,293 | +100% |
| GAMMA Investing LLC | 0 | 38 | +38 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Hawaiian Bank | 10,506 | 10,506 | UNCH | 0.00% |
| Carret Asset Management LLC | 8,518 | 8,518 | UNCH | 0.00% |
| NBC Securities Inc. | 167 | 167 | UNCH | 0.00% |
| Barrett & Company Inc. | 1,331 | 1,331 | UNCH | 0.00% |
| Tompkins Financial Corp | 26 | 26 | UNCH | 0.00% |
| Adirondack Trust Co. | 262 | 262 | UNCH | 0.00% |
| Albion Financial Group UT | 50 | 50 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 408 | 408 | UNCH | 0.00% |
| First Community Trust NA | 2,300 | 2,300 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 2,144 | 2,144 | UNCH | 0.00% |
| Acropolis Investment Management LLC | 12,198 | 12,198 | UNCH | 0.00% |
| Hanson & Doremus Investment Management | 119 | 119 | UNCH | 0.00% |
| First National Bank of Mount Dora Trust Investment Services | 7,600 | 7,600 | UNCH | 0.00% |
| Westside Investment Management Inc. | 196 | 196 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 41 | 41 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 400 | 400 | UNCH | 0.00% |
| Sendero Wealth Management LLC | 6,400 | 6,400 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 928 | 928 | UNCH | 0.00% |
| Stordahl Capital Management Inc. | 6,411 | 6,411 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 8 | 8 | UNCH | 0.00% |
| Northwest Capital Management Inc | 15,246 | 15,246 | UNCH | 0.00% |
| APCM Wealth Management for Individuals | 1,569 | 1,569 | UNCH | 0.00% |
| Principle Wealth Partners LLC | 7,571 | 7,571 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 192 | 192 | UNCH | 0.00% |
| Modus Advisors LLC | 4,880 | 4,880 | UNCH | 0.00% |
| Cordant Inc. | 7,650 | 7,650 | UNCH | 0.00% |
| Rise Advisors LLC | 200 | 200 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 250 | 250 | UNCH | 0.00% |
| MBL Wealth LLC | 18,875 | 18,875 | UNCH | 0.00% |
| Piscataqua Savings Bank | 344 | 344 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 326 | 326 | UNCH | 0.00% |
| Morton Brown Family Wealth LLC | 111 | 111 | UNCH | 0.00% |
| City State Bank | 74 | 74 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 924 | 924 | UNCH | 0.00% |
| Horizons Wealth Management | 4,396 | 4,396 | UNCH | 0.00% |
| Stephens Consulting LLC | 18 | 18 | UNCH | 0.00% |
| Sebold Capital Management Inc. | 4,641 | 4,641 | UNCH | 0.00% |
| Trellis Wealth Advisors LLC | 8,708 | 8,708 | UNCH | 0.00% |
| Financial Perspectives Inc | 99 | 99 | UNCH | 0.00% |
| 13F Filers Decreasing SCHA Share Count | ||||
| Fifth Third Bancorp | 2,470 | 691 | -1,779 | -72.02% |
| Robbins Farley LLC | 2,787 | 955 | -1,832 | -65.73% |
| Wealthcare Capital Management LLC | 18,462 | 7,448 | -11,014 | -59.66% |
| Northeast Financial Group Inc. | 90,508 | 42,314 | -48,194 | -53.25% |
| Strategic Blueprint LLC | 10,410 | 5,293 | -5,117 | -49.15% |
| M&R Capital Management Inc. | 935 | 499 | -436 | -46.63% |
| Sound Income Strategies LLC | 207 | 117 | -90 | -43.48% |
| Family Investment Center Inc. | 43,009 | 25,932 | -17,077 | -39.71% |
| James J. Burns & Company LLC | 89,145 | 54,518 | -34,627 | -38.84% |
| Financial Synergies Wealth Advisors Inc. | 18,565 | 12,251 | -6,314 | -34.01% |
| Brookstone Capital Management | 10,692 | 7,213 | -3,479 | -32.54% |
| MADDEN SECURITIES Corp | 77,355 | 53,816 | -23,539 | -30.43% |
| Capital Investment Advisors LLC | 5,913 | 4,353 | -1,560 | -26.38% |
| Wealthcare Advisory Partners LLC | 102,912 | 79,826 | -23,086 | -22.43% |
| Cedrus LLC | 114,626 | 92,088 | -22,538 | -19.66% |
| Moneywise Inc. | 313,020 | 255,630 | -57,390 | -18.33% |
| D. B. Root & Company LLC | 5,493 | 4,520 | -973 | -17.71% |
| Park Avenue Securities LLC | 11,793 | 9,748 | -2,045 | -17.34% |
| Exchange Capital Management Inc. | 94,118 | 78,643 | -15,475 | -16.44% |
| Orgel Wealth Management LLC | 138,563 | 117,101 | -21,462 | -15.49% |
| SJS Investment Consulting Inc. | 2,118 | 1,815 | -303 | -14.31% |
| Tsfg LLC | 460 | 395 | -65 | -14.13% |
| Leeward Financial Partners LLC | 9,743 | 8,527 | -1,216 | -12.48% |
| Valeo Financial Advisors LLC | 11,345 | 9,986 | -1,359 | -11.98% |
| Aurora Private Wealth Inc. | 8,497 | 7,489 | -1,008 | -11.86% |
| Thrive Wealth Management LLC | 9,611 | 8,540 | -1,071 | -11.14% |
| Aspiriant LLC | 6,123 | 5,470 | -653 | -10.66% |
| EWG Elevate Inc. | 60,851 | 54,768 | -6,083 | -10.00% |
| Global Retirement Partners LLC | 33,516 | 30,163 | -3,353 | -10.00% |
| Roberts Wealth Advisors LLC | 20,570 | 18,518 | -2,052 | -9.98% |
| Pflug Koory LLC | 1,630 | 1,468 | -162 | -9.94% |
| Signature Resources Capital Management LLC | 9,437 | 8,565 | -872 | -9.24% |
| OneAscent Financial Services LLC | 24,102 | 21,909 | -2,193 | -9.10% |
| Morris Financial Concepts Inc. | 165,993 | 151,190 | -14,803 | -8.92% |
| ZRC Wealth Management LLC | 20,834 | 19,078 | -1,756 | -8.43% |
| Whitaker Myers Wealth Managers LTD. | 29,034 | 26,863 | -2,171 | -7.48% |
| Heartwood Wealth Advisors LLC | 5,618 | 5,216 | -402 | -7.16% |
| Moller Financial Services | 46,445 | 43,449 | -2,996 | -6.45% |
| Miracle Mile Advisors LLC | 7,971 | 7,467 | -504 | -6.32% |
| Capital Asset Advisory Services LLC | 4,492 | 4,215 | -277 | -6.17% |
| Upper Left Wealth Management LLC | 86,891 | 81,893 | -4,998 | -5.75% |
| CVA Family Office LLC | 19,274 | 18,165 | -1,109 | -5.75% |
| Stratos Wealth Partners LTD. | 34,554 | 32,577 | -1,977 | -5.72% |
| Asset Planning Services Inc. LA ADV | 14,422 | 13,622 | -800 | -5.55% |
| McAdam LLC | 52,914 | 50,196 | -2,718 | -5.14% |
| Carmel Capital Management L.L.C. | 4,300 | 4,094 | -206 | -4.79% |
| Stratos Wealth Advisors LLC | 27,564 | 26,435 | -1,129 | -4.10% |
| Evensky & Katz LLC | 8,922 | 8,582 | -340 | -3.81% |
| Omega Financial Group LLC | 28,986 | 27,916 | -1,070 | -3.69% |
| Hurlow Wealth Management Group Inc. | 34,395 | 33,141 | -1,254 | -3.65% |
| Peak Financial Management Inc. | 4,472 | 4,311 | -161 | -3.60% |
| WBH Advisory Inc. | 93,121 | 89,781 | -3,340 | -3.59% |
| Cornerstone Wealth Advisors Inc. | 11,356 | 10,970 | -386 | -3.40% |
| Moisand Fitzgerald Tamayo LLC | 43,833 | 42,345 | -1,488 | -3.39% |
| Burkett Financial Services LLC | 14,889 | 14,401 | -488 | -3.28% |
| Pinnacle Bank | 3,198 | 3,095 | -103 | -3.22% |
| Sunburst Financial Group LLC | 69,803 | 67,560 | -2,243 | -3.21% |
| DHJJ Financial Advisors Ltd. | 71,576 | 69,351 | -2,225 | -3.11% |
| Hart & Patterson Financial Group LLC | 143,914 | 139,448 | -4,466 | -3.10% |
| Skyline Advisors Inc. | 7,892 | 7,662 | -230 | -2.91% |
| Ironwood Wealth Management LLC. | 28,840 | 28,029 | -811 | -2.81% |
| Safeguard Financial LLC | 74,242 | 72,218 | -2,024 | -2.73% |
| John W. Brooker & Co. CPAs | 12,466 | 12,144 | -322 | -2.58% |
| Collective Family Office LLC | 27,777 | 27,097 | -680 | -2.45% |
| Market Street Wealth Management Advisors LLC | 19,364 | 18,900 | -464 | -2.40% |
| Whelan Financial | 38,869 | 37,986 | -883 | -2.27% |
| Aurum Wealth Management Group LLC | 1,187,205 | 1,161,010 | -26,195 | -2.21% |
| Asset Dedication LLC | 146,424 | 143,235 | -3,189 | -2.18% |
| Halpern Financial Inc. | 460 | 450 | -10 | -2.17% |
| Noble Family Wealth LLC | 413,663 | 404,691 | -8,972 | -2.17% |
| Pure Financial Advisors Inc. | 6,456 | 6,316 | -140 | -2.17% |
| Selective Wealth Management Inc. | 7,026 | 6,882 | -144 | -2.05% |
| Bouchey Financial Group Ltd | 176,497 | 172,935 | -3,562 | -2.02% |
| Elwood & Goetz Wealth Advisory Group LLC | 95,274 | 93,393 | -1,881 | -1.97% |
| Great Waters Wealth Management | 26,236 | 25,779 | -457 | -1.74% |
| Gradient Capital Advisors LLC | 22,900 | 22,501 | -399 | -1.74% |
| Hengehold Capital Management LLC | 24,290 | 23,872 | -418 | -1.72% |
| Bangor Savings Bank | 319,098 | 313,776 | -5,322 | -1.67% |
| Bfsg LLC | 3,439 | 3,383 | -56 | -1.63% |
| Cooksen Wealth LLC | 13,546 | 13,361 | -185 | -1.37% |
| Bristlecone Advisors LLC | 18,380 | 18,137 | -243 | -1.32% |
| Petra Financial Advisors Inc. | 62,287 | 61,525 | -762 | -1.22% |
| Kiley Juergens Wealth Management LLC | 20,669 | 20,417 | -252 | -1.22% |
| Altfest L J & Co. Inc. | 10,410 | 10,285 | -125 | -1.20% |
| Planning Alternatives Ltd. ADV | 8,325 | 8,229 | -96 | -1.15% |
| Woodmont Investment Counsel LLC | 18,141 | 17,939 | -202 | -1.11% |
| Legacy Wealth Management Inc | 566,608 | 560,586 | -6,022 | -1.06% |
| Jeppson Wealth Management LLC | 8,835 | 8,760 | -75 | -0.85% |
| Murphy Middleton Hinkle & Parker Inc. | 23,954 | 23,753 | -201 | -0.84% |
| SeaCrest Wealth Management LLC | 52,401 | 51,965 | -436 | -0.83% |
| Insight Financial Services | 125,061 | 124,121 | -940 | -0.75% |
| Steele Capital Management Inc. | 725,631 | 720,160 | -5,471 | -0.75% |
| Twele Capital Management Inc. | 15,689 | 15,578 | -111 | -0.71% |
| Harbor Group Inc. | 63,044 | 62,601 | -443 | -0.70% |
| BCS Wealth Management | 115,694 | 114,924 | -770 | -0.67% |
| Criterion Capital Advisors LLC | 9,099 | 9,052 | -47 | -0.52% |
| Spinnaker Investment Group LLC | 32,590 | 32,431 | -159 | -0.49% |
| Revolve Wealth Partners LLC | 50,669 | 50,429 | -240 | -0.47% |
| Ironwood Financial llc | 21,633 | 21,531 | -102 | -0.47% |
| Northwest Investment Counselors LLC | 217,069 | 216,098 | -971 | -0.45% |
| First National Corp MA ADV | 272,660 | 271,425 | -1,235 | -0.45% |
| UMA Financial Services Inc. | 8,392 | 8,355 | -37 | -0.44% |
| CRA Financial Services LLC | 34,279 | 34,129 | -150 | -0.44% |
| Flower City Capital | 5,601 | 5,586 | -15 | -0.27% |
| Private Capital Management LLC | 25,124 | 25,060 | -64 | -0.25% |
| Voisard Asset Management Group Inc. | 18,076 | 18,034 | -42 | -0.23% |
| Red Tortoise LLC | 21,117 | 21,076 | -41 | -0.19% |
| Optimum Investment Advisors | 3,625 | 3,620 | -5 | -0.14% |
| Parsons Capital Management Inc. RI | 12,171 | 12,156 | -15 | -0.12% |
| Tempus Wealth Planning LLC | 16,407 | 16,391 | -16 | -0.10% |
| Mather Group LLC. | 149,510 | 149,384 | -126 | -0.08% |
| MJP Associates Inc. ADV | 8,356 | 8,350 | -6 | -0.07% |
| 13F Filers Exiting SCHA | ||||
| Bruce G. Allen Investments LLC | 38 | 0 | -38 | -100.00% |
| Park Place Capital Corp | 501 | 0 | -501 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 300 | 0 | -300 | -100.00% |
| Independent Wealth Network Inc. | 8,246 | 0 | -8,246 | -100.00% |
| Accurate Wealth Management LLC | 4,436 | 0 | -4,436 | -100.00% |
| Level Financial Advisors Inc. | 1,428 | 0 | -1,428 | -100.00% |
| Koss Olinger Consulting LLC | 12,528 | 0 | -12,528 | -100.00% |
| Annapolis Financial Services LLC | 5,498 | 0 | -5,498 | -100.00% |
| Catalyst Private Wealth LLC | 15,023 | 0 | -15,023 | -100.00% |
| Tennessee Valley Asset Management Partners | 597 | 0 | -597 | -100.00% |
| Advisor Resource Council | 10,621 | 0 | -10,621 | -100.00% |
| International Assets Investment Management LLC | 25,604 | 0 | -25,604 | -100.00% |
| Horst & Graben Wealth Management LLC | 4,711 | 0 | -4,711 | -100.00% |
| Procyon Private Wealth Partners LLC | 7,339 | 0 | -7,339 | -100.00% |
| Apella Capital LLC | 5,079 | 0 | -5,079 | -100.00% |
| Stony Point Wealth Management Inc. | 5,876 | 0 | -5,876 | -100.00% |
| BlueSky Wealth Advisors LLC | 401,147 | 0 | -401,147 | -100.00% |
| Access Financial Services Inc. | 24,794 | 0 | -24,794 | -100.00% |
| Venturi Wealth Management LLC | 537 | 0 | -537 | -100.00% |
| Fort Pitt Capital Group LLC | 16,856 | 0 | -16,856 | -100.00% |
| Carlson Capital Management | 6,497 | 0 | -6,497 | -100.00% |
| Alpha Cubed Investments LLC | 15,623 | 0 | -15,623 | -100.00% |
| Beacon Capital Management Inc. | 20 | 0 | -20 | -100.00% |
| Pachira Investments Inc. | 9,223 | 0 | -9,223 | -100.00% |
| Cutler Group LP | 1,900 | 0 | -1,900 | -100.00% |
| Indiana Trust & Investment Management CO | 777 | 0 | -777 | -100.00% |
| First Financialcorp IN | 490 | 0 | -490 | -100.00% |
See Summary: Institutional Holders of SCHA
See Details: Top 10 Hedge Funds Holding SCHA
