HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SHM Share Count | ||||
| First Pacific Financial | 9 | 372 | +363 | +4033.33% |
| Dakota Wealth Management | 19,759 | 39,359 | +19,600 | +99.20% |
| APCM Wealth Management for Individuals | 115,621 | 176,192 | +60,571 | +52.39% |
| Global Retirement Partners LLC | 7,946 | 11,643 | +3,697 | +46.53% |
| BKA Wealth Consulting Inc. | 4,490 | 5,635 | +1,145 | +25.50% |
| McNaughton Wealth Management LLC | 44,975 | 54,527 | +9,552 | +21.24% |
| Premier Path Wealth Partners LLC | 34,789 | 42,177 | +7,388 | +21.24% |
| McAdam LLC | 58,239 | 69,241 | +11,002 | +18.89% |
| Boston Standard Wealth Management LLC | 32,992 | 38,288 | +5,296 | +16.05% |
| Versant Capital Management Inc | 15,774 | 18,071 | +2,297 | +14.56% |
| Dynamic Advisor Solutions LLC | 36,035 | 40,971 | +4,936 | +13.70% |
| Wealthcare Advisory Partners LLC | 399,183 | 452,563 | +53,380 | +13.37% |
| WASHINGTON TRUST Co | 20,865 | 23,553 | +2,688 | +12.88% |
| BCS Wealth Management | 13,025 | 14,671 | +1,646 | +12.64% |
| Evensky & Katz LLC | 10,359 | 11,571 | +1,212 | +11.70% |
| Myecfo LLC | 4,300 | 4,800 | +500 | +11.63% |
| Tennessee Valley Asset Management Partners | 7,489 | 8,329 | +840 | +11.22% |
| Canvas Wealth Advisors LLC | 10,609 | 11,751 | +1,142 | +10.76% |
| MBM Wealth Consultants LLC | 55,449 | 60,791 | +5,342 | +9.63% |
| Raymond James Financial Services Advisors Inc. | 173,495 | 188,966 | +15,471 | +8.92% |
| Main Street Financial Solutions LLC | 22,046 | 23,860 | +1,814 | +8.23% |
| Strategic Financial Concepts LLC | 5,914 | 6,380 | +466 | +7.88% |
| Alaska Permanent Capital Management | 35,851 | 38,640 | +2,789 | +7.78% |
| Strategic Blueprint LLC | 13,494 | 14,403 | +909 | +6.74% |
| Wealth Enhancement Advisory Services LLC | 454,143 | 475,882 | +21,739 | +4.79% |
| Kwmg LLC | 79,092 | 81,650 | +2,558 | +3.23% |
| Apella Capital LLC | 140,099 | 144,463 | +4,364 | +3.11% |
| Traveka Wealth LLC | 45,239 | 46,594 | +1,355 | +3.00% |
| Financial Strategies Group Inc. | 18,156 | 18,665 | +509 | +2.80% |
| Pinnacle Bank | 940 | 963 | +23 | +2.45% |
| Detalus Advisors LLC | 79,671 | 81,534 | +1,863 | +2.34% |
| RMR Wealth Builders | 11,013 | 11,238 | +225 | +2.04% |
| First Affirmative Financial Network | 13,484 | 13,645 | +161 | +1.19% |
| Bfsg LLC | 3,460 | 3,494 | +34 | +0.98% |
| IFG Advisors LLC | 10,246 | 10,324 | +78 | +0.76% |
| Aspire Private Capital LLC | 144 | 145 | +1 | +0.69% |
| Fifth Third Securities Inc. | 5,642 | 5,669 | +27 | +0.48% |
| Country Club Bank GFN | 18,752 | 18,832 | +80 | +0.43% |
| CAP Partners LLC | 7,432 | 7,463 | +31 | +0.42% |
| First International Bank & Trust | 56,868 | 57,090 | +222 | +0.39% |
| Rise Advisors LLC | 306 | 307 | +1 | +0.33% |
| GenTrust LLC | 129,021 | 129,095 | +74 | +0.06% |
| 13F Filers Reporting New Positions In SHM | ||||
| Woodmont Investment Counsel LLC | 0 | 424 | +424 | +100% |
| Confluence Investment Management LLC | 0 | 75,554 | +75,554 | +100% |
| CX Institutional | 0 | 3,691 | +3,691 | +100% |
| Steel Peak Wealth Management LLC | 0 | 67,994 | +67,994 | +100% |
| Advisor Resource Council | 0 | 9,325 | +9,325 | +100% |
| Foster Group Inc. | 0 | 136,677 | +136,677 | +100% |
| Cypress Financial Planning LLC | 0 | 13,299 | +13,299 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,500 | 2,500 | UNCH | 0.00% |
| Investment Partners LTD. | 20,341 | 20,341 | UNCH | 0.00% |
| Raymond James Trust N.A. | 10,378 | 10,378 | UNCH | 0.00% |
| Private Trust Co. NA | 500 | 500 | UNCH | 0.00% |
| Exchange Capital Management Inc. | 7,065 | 7,065 | UNCH | 0.00% |
| Hengehold Capital Management LLC | 5,290 | 5,290 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 12,908 | 12,908 | UNCH | 0.00% |
| Curbstone Financial Management Corp | 25,000 | 25,000 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 34 | 34 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 6,550 | 6,550 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 2,263 | 2,263 | UNCH | 0.00% |
| Independence Bank of Kentucky | 545 | 545 | UNCH | 0.00% |
| CVA Family Office LLC | 1,115 | 1,115 | UNCH | 0.00% |
| Altus Wealth Management LLC | 11,989 | 11,989 | UNCH | 0.00% |
| N.E.W. Advisory Services LLC | 9,309 | 9,309 | UNCH | 0.00% |
| Davis Capital Management | 550 | 550 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 6,552 | 6,552 | UNCH | 0.00% |
| Disciplined Investments LLC | 7,140 | 7,140 | UNCH | 0.00% |
| Sunflower Bank N.A. | 18,222 | 18,222 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 46 | 46 | UNCH | 0.00% |
| Octavia Wealth Advisors LLC | 4,452 | 4,452 | UNCH | 0.00% |
| Prosperity Planning Inc. | 22,232 | 22,232 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 250 | 250 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 22 | 22 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 500 | 500 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 29,976 | 29,976 | UNCH | 0.00% |
| Ashton Thomas Private Wealth LLC | 8,554 | 8,554 | UNCH | 0.00% |
| 13F Filers Decreasing SHM Share Count | ||||
| Eagle Strategies LLC | 115,276 | 8,559 | -106,717 | -92.58% |
| Tanglewood Legacy Advisors LLC | 13,970 | 2,453 | -11,517 | -82.44% |
| Rockland Trust Co. | 28,238 | 5,915 | -22,323 | -79.05% |
| Raymond James & Associates | 123,104 | 66,123 | -56,981 | -46.29% |
| Hurlow Wealth Management Group Inc. | 61,629 | 33,363 | -28,266 | -45.86% |
| Summit Financial LLC | 48,562 | 27,838 | -20,724 | -42.68% |
| Global Wealth Strategies & Associates | 39,474 | 23,185 | -16,289 | -41.27% |
| Sharkey Howes & Javer | 10,944 | 6,640 | -4,304 | -39.33% |
| Symmetry Partners LLC | 231,288 | 146,142 | -85,146 | -36.81% |
| ERTS Wealth Advisors LLC | 10,054 | 7,181 | -2,873 | -28.58% |
| Agate Pass Investment Management LLC | 12,302 | 8,903 | -3,399 | -27.63% |
| One Wealth Advisors LLC | 23,469 | 18,027 | -5,442 | -23.19% |
| Apexium Financial LP | 15,013 | 11,547 | -3,466 | -23.09% |
| Moneywise Inc. | 113,181 | 87,075 | -26,106 | -23.07% |
| Annapolis Financial Services LLC | 746 | 581 | -165 | -22.12% |
| Essex Financial Services Inc. | 5,872 | 4,782 | -1,090 | -18.56% |
| Sightline Wealth Advisors LLC | 7,421 | 6,125 | -1,296 | -17.46% |
| Moseley Investment Management Inc. | 16,482 | 13,824 | -2,658 | -16.13% |
| Laurel Wealth Planning LLC | 24,298 | 20,593 | -3,705 | -15.25% |
| OneAscent Financial Services LLC | 5,197 | 4,445 | -752 | -14.47% |
| Mason & Associates Inc | 8,090 | 6,942 | -1,148 | -14.19% |
| Morton Brown Family Wealth LLC | 766 | 660 | -106 | -13.84% |
| Ackerman Capital Advisors LLC | 26,828 | 23,165 | -3,663 | -13.65% |
| Bristlecone Advisors LLC | 13,624 | 11,821 | -1,803 | -13.23% |
| Stratos Wealth Partners LTD. | 11,450 | 10,237 | -1,213 | -10.59% |
| Bangor Savings Bank | 497 | 446 | -51 | -10.26% |
| Burt Wealth Advisors | 17,271 | 15,715 | -1,556 | -9.01% |
| Chesley Taft & Associates LLC | 86,384 | 78,684 | -7,700 | -8.91% |
| Altfest L J & Co. Inc. | 194,796 | 179,473 | -15,323 | -7.87% |
| Wealthcare Capital Management LLC | 34,762 | 32,094 | -2,668 | -7.68% |
| Massmutual Trust Co. FSB ADV | 34,432 | 31,792 | -2,640 | -7.67% |
| Chatham Capital Group Inc. | 132,250 | 123,450 | -8,800 | -6.65% |
| Private Ocean LLC | 2,179 | 2,046 | -133 | -6.10% |
| Mather Group LLC. | 27,207 | 25,596 | -1,611 | -5.92% |
| OLD National Bancorp IN | 417,244 | 393,997 | -23,247 | -5.57% |
| ST Germain D J Co. Inc. | 66,878 | 63,255 | -3,623 | -5.42% |
| Leavell Investment Management Inc. | 15,600 | 14,805 | -795 | -5.10% |
| Aviance Capital Partners LLC | 27,141 | 26,084 | -1,057 | -3.89% |
| Opal Wealth Advisors LLC | 32,278 | 31,163 | -1,115 | -3.45% |
| Aua Capital Management LLC | 112,664 | 109,375 | -3,289 | -2.92% |
| NBC Securities Inc. | 727 | 706 | -21 | -2.89% |
| Wealth Management Resources Inc. | 9,508 | 9,250 | -258 | -2.71% |
| PFW Advisors LLC | 17,887 | 17,432 | -455 | -2.54% |
| Ritholtz Wealth Management | 23,597 | 23,059 | -538 | -2.28% |
| Parkside Investments LLC | 35,025 | 34,300 | -725 | -2.07% |
| FC Advisory LLC | 33,847 | 33,285 | -562 | -1.66% |
| Strategies Wealth Advisors LLC | 118,840 | 116,920 | -1,920 | -1.62% |
| Cambridge Investment Research Advisors Inc. | 14,901 | 14,675 | -226 | -1.52% |
| Ironwood Wealth Management LLC. | 17,880 | 17,616 | -264 | -1.48% |
| Rockwood Wealth Management LLC | 32,402 | 32,001 | -401 | -1.24% |
| Omega Financial Group LLC | 20,466 | 20,268 | -198 | -0.97% |
| Westside Investment Management Inc. | 30,365 | 30,071 | -294 | -0.97% |
| Sebold Capital Management Inc. | 39,750 | 39,429 | -321 | -0.81% |
| Oakworth Capital Inc. | 1,012 | 1,004 | -8 | -0.79% |
| GAMMA Investing LLC | 12,067 | 12,019 | -48 | -0.40% |
| Spire Wealth Management | 4,963 | 4,947 | -16 | -0.32% |
| CWM LLC | 116,075 | 115,819 | -256 | -0.22% |
| Juncture Wealth Strategies LLC | 27,364 | 27,319 | -45 | -0.16% |
| Grey Fox Wealth Advisors LLC | 33,203 | 33,190 | -13 | -0.04% |
| 13F Filers Exiting SHM | ||||
| Breakwater Capital Group | 9,417 | 0 | -9,417 | -100.00% |
| BancFirst Trust & Investment Management | 4,226 | 0 | -4,226 | -100.00% |
| Spinnaker Investment Group LLC | 9,927 | 0 | -9,927 | -100.00% |
| Saxon Interests Inc. | 5,696 | 0 | -5,696 | -100.00% |
| Level Financial Advisors Inc. | 268 | 0 | -268 | -100.00% |
| ONE Advisory Partners LLC | 5,122 | 0 | -5,122 | -100.00% |
| Atticus Wealth Management LLC | 303 | 0 | -303 | -100.00% |
| Monticello Wealth Management LLC | 14,402 | 0 | -14,402 | -100.00% |
| Fifth Third Bancorp | 231 | 0 | -231 | -100.00% |
See Summary: Institutional Holders of SHM
See Details: Top 10 Hedge Funds Holding SHM
