SITE Holdings Changes

This page summarizes the SITE holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SITE is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing SITE Share Count
AdvisorNet Financial Inc	8	75	+67	+837.50%
Massmutual Trust Co. FSB ADV	27	41	+14	+51.85%
Wasatch Advisors Inc.	667,531	986,602	+319,071	+47.80%
Park Avenue Securities LLC	4,992	6,566	+1,574	+31.53%
Fort Pitt Capital Group LLC	3,226	4,177	+951	+29.48%
MJP Associates Inc. ADV	1,303	1,615	+312	+23.94%
GAMMA Investing LLC	248	254	+6	+2.42%
Bridge City Capital LLC	22,569	22,750	+181	+0.80%
CWM LLC	1,580	1,582	+2	+0.13%
13F Filers Reporting New Positions In SITE
Mather Group LLC.	0	34	+34	+100%
Wealth Enhancement Advisory Services LLC	0	1,920	+1,920	+100%
13F Filers With Unchanged Share Count
Courier Capital LLC	1,301	1,301	UNCH	0.00%
Legato Capital Management LLC	6,833	6,833	UNCH	0.00%
Harbor Investment Advisory LLC	565	565	UNCH	0.00%
Financial Management Professionals Inc.	229	229	UNCH	0.00%
Capital Advisors Ltd. LLC	37	37	UNCH	0.00%
Pinnacle Bank	56	56	UNCH	0.00%
Versant Capital Management Inc	6	6	UNCH	0.00%
CVA Family Office LLC	73	73	UNCH	0.00%
Iron Horse Wealth Management LLC	24	24	UNCH	0.00%
SJS Investment Consulting Inc.	7	7	UNCH	0.00%
13F Filers Decreasing SITE Share Count
Vaughan Nelson Investment Management L.P.	255,922	85,852	-170,070	-66.45%
Bruce G. Allen Investments LLC	53	32	-21	-39.62%
NBC Securities Inc.	2,514	2,379	-135	-5.37%
Thrive Wealth Management LLC	1,499	1,435	-64	-4.27%
Allspring Global Investments Holdings LLC	586,629	564,323	-22,306	-3.80%
LVW Advisors LLC	3,364	3,286	-78	-2.32%
13F Filers Exiting SITE
GoalVest Advisory LLC	12	0	-12	-100.00%
International Assets Investment Management LLC	90,188	0	-90,188	-100.00%
Yarbrough Capital LLC	1,716	0	-1,716	-100.00%
Contravisory Investment Management Inc.	37,070	0	-37,070	-100.00%

See Summary: Institutional Holders of SITE
See Details: Top 10 Hedge Funds Holding SITE
Also See: SITE Insider Buying

SITE Holdings Changes | www.HoldingsChannel.com

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