HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SFBS Share Count | ||||
| Hexagon Capital Partners LLC | 5 | 9 | +4 | +80.00% |
| Diversified Trust Co | 8,047 | 12,234 | +4,187 | +52.03% |
| CWM LLC | 520 | 672 | +152 | +29.23% |
| Portside Wealth Group LLC | 14,546 | 15,065 | +519 | +3.57% |
| Arlington Trust Co LLC | 42,725 | 42,950 | +225 | +0.53% |
| Keel Point LLC | 35,935 | 35,958 | +23 | +0.06% |
| RFG Advisory LLC | 4,819 | 4,821 | +2 | +0.04% |
| 13F Filers Reporting New Positions In SFBS | ||||
| Riverview Trust Co | 0 | 322 | +322 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Los Angeles Capital Management & Equity Research Inc. | 7,881 | 7,881 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 34 | 34 | UNCH | 0.00% |
| Butensky & Cohen Financial Security Inc. | 5,810 | 5,810 | UNCH | 0.00% |
| Red Door Wealth Management LLC | 13,864 | 13,864 | UNCH | 0.00% |
| Sunburst Financial Group LLC | 12,572 | 12,572 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 109 | 109 | UNCH | 0.00% |
| Firethorn Wealth Partners LLC | 6,184 | 6,184 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 15 | 15 | UNCH | 0.00% |
| Park Place Capital Corp | 15,900 | 15,900 | UNCH | 0.00% |
| 13F Filers Decreasing SFBS Share Count | ||||
| Massmutual Trust Co. FSB ADV | 98 | 77 | -21 | -21.43% |
| GAMMA Investing LLC | 626 | 507 | -119 | -19.01% |
| Wasatch Advisors Inc. | 837,189 | 729,508 | -107,681 | -12.86% |
| Welch Group LLC | 1,299,473 | 1,274,271 | -25,202 | -1.94% |
| 13F Filers Exiting SFBS | ||||
| Wallace Advisory Group LLC | 4,437 | 0 | -4,437 | -100.00% |
| AdvisorNet Financial Inc | 3 | 0 | -3 | -100.00% |
| Arlington Partners LLC | 1,200 | 0 | -1,200 | -100.00% |
| AlphaMark Advisors LLC | 4,483 | 0 | -4,483 | -100.00% |
See Summary: Institutional Holders of SFBS
See Details: Top 10 Hedge Funds Holding SFBS
Also See: SFBS Insider Buying
