| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SSD Share Count |
|---|
| Hexagon Capital Partners LLC |
3 |
13 |
+10 |
+333.33% |
| CWM LLC |
215 |
323 |
+108 |
+50.23% |
| Stratos Wealth Partners LTD. |
1,538 |
1,879 |
+341 |
+22.17% |
| Outlook Wealth Advisors LLC |
1,464 |
1,782 |
+318 |
+21.72% |
| StonePine Asset Management Inc. |
52,500 |
63,100 |
+10,600 |
+20.19% |
| Raymond James Financial Services Advisors Inc. |
8,136 |
9,239 |
+1,103 |
+13.56% |
| Massmutual Trust Co. FSB ADV |
97 |
106 |
+9 |
+9.28% |
| Wealth Enhancement Advisory Services LLC |
2,695 |
2,828 |
+133 |
+4.94% |
| Raymond James Trust N.A. |
3,436 |
3,539 |
+103 |
+3.00% |
| State of Michigan Retirement System |
10,227 |
10,527 |
+300 |
+2.93% |
| Louisiana State Employees Retirement System |
12,000 |
12,300 |
+300 |
+2.50% |
| Marshall Financial Group LLC |
11,124 |
11,379 |
+255 |
+2.29% |
| Fifth Third Bancorp |
1,197 |
1,221 |
+24 |
+2.01% |
| GAMMA Investing LLC |
195 |
196 |
+1 |
+0.51% |
| State of Alaska Department of Revenue |
4,609 |
4,629 |
+20 |
+0.43% |
| Mirador Capital Partners LP |
8,779 |
8,797 |
+18 |
+0.21% |
| Genesee Capital Advisors LLC |
2,766 |
2,770 |
+4 |
+0.14% |
| 13F Filers Reporting New Positions In SSD |
|---|
| Wesbanco Bank Inc. |
0 |
4,424 |
+4,424 |
+100% |
| Congress Asset Management Co. MA |
0 |
2,140 |
+2,140 |
+100% |
| Mather Group LLC. |
0 |
20 |
+20 |
+100% |
| Ironwood Financial llc |
0 |
1,000 |
+1,000 |
+100% |
| 180 Wealth Advisors LLC |
0 |
998 |
+998 |
+100% |
| Hunter Perkins Capital Management LLC |
0 |
6,530 |
+6,530 |
+100% |
| Rise Advisors LLC |
0 |
181 |
+181 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
45 |
+45 |
+100% |
| High Net Worth Advisory Group LLC |
0 |
3,635 |
+3,635 |
+100% |
| Portside Wealth Group LLC |
0 |
1,040 |
+1,040 |
+100% |
| Norden Group LLC |
0 |
1,012 |
+1,012 |
+100% |
| Edge Financial Advisors LLC |
0 |
1,940 |
+1,940 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| New Mexico Educational Retirement Board |
8,700 |
8,700 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
18 |
18 |
UNCH |
0.00% |
| Private Trust Co. NA |
139 |
139 |
UNCH |
0.00% |
| Brown Advisory Inc. |
3,400 |
3,400 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
145 |
145 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
336 |
336 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
2 |
2 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
4,792 |
4,792 |
UNCH |
0.00% |
| Spire Wealth Management |
142 |
142 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
12 |
12 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
118 |
118 |
UNCH |
0.00% |
| PFW Advisors LLC |
3,043 |
3,043 |
UNCH |
0.00% |
| 13F Filers Decreasing SSD Share Count |
|---|
| AdvisorNet Financial Inc |
12 |
5 |
-7 |
-58.33% |
| Global Retirement Partners LLC |
41 |
21 |
-20 |
-48.78% |
| Park Avenue Securities LLC |
1,378 |
1,043 |
-335 |
-24.31% |
| Annex Advisory Services LLC |
1,495 |
1,155 |
-340 |
-22.74% |
| OLD National Bancorp IN |
1,194 |
979 |
-215 |
-18.01% |
| Amalgamated Bank |
26,850 |
22,381 |
-4,469 |
-16.64% |
| Harfst & Associates Inc. |
17,249 |
14,512 |
-2,737 |
-15.87% |
| Versant Capital Management Inc |
18 |
16 |
-2 |
-11.11% |
| DekaBank Deutsche Girozentrale |
42,780 |
39,391 |
-3,389 |
-7.92% |
| Allspring Global Investments Holdings LLC |
264,990 |
244,020 |
-20,970 |
-7.91% |
| D. B. Root & Company LLC |
6,267 |
5,937 |
-330 |
-5.27% |
| Los Angeles Capital Management & Equity Research Inc. |
39,619 |
38,131 |
-1,488 |
-3.76% |
| Byrne Asset Management LLC |
605 |
585 |
-20 |
-3.31% |
| Mayfair Advisory Group LLC |
1,678 |
1,624 |
-54 |
-3.22% |
| Northwest Investment Counselors LLC |
10,529 |
10,361 |
-168 |
-1.60% |
| Summit Trail Advisors LLC |
3,247 |
3,205 |
-42 |
-1.29% |
| Cambridge Investment Research Advisors Inc. |
1,470 |
1,451 |
-19 |
-1.29% |
| Hennion & Walsh Asset Management Inc. |
2,557 |
2,529 |
-28 |
-1.10% |
| KLR Investment Advisors LLC |
2,213 |
2,190 |
-23 |
-1.04% |
| Regions Financial Corp |
66,416 |
66,097 |
-319 |
-0.48% |
| Raymond James & Associates |
212,982 |
211,983 |
-999 |
-0.47% |
| Trust Point Inc. |
1,643 |
1,638 |
-5 |
-0.30% |
| 13F Filers Exiting SSD |
|---|
| McGlone Suttner Wealth Management Inc. |
275 |
0 |
-275 |
-100.00% |
| International Assets Investment Management LLC |
13,067 |
0 |
-13,067 |
-100.00% |
| Curated Wealth Partners LLC |
6,495 |
0 |
-6,495 |
-100.00% |
| Exchange Traded Concepts LLC |
25 |
0 |
-25 |
-100.00% |
| Robeco Institutional Asset Management B.V. |
656 |
0 |
-656 |
-100.00% |
| Clifford Swan Investment Counsel LLC |
21,716 |
0 |
-21,716 |
-100.00% |
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