| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing TDOC Share Count |
|---|
| Newbridge Financial Services Group Inc. |
511 |
11,400 |
+10,889 |
+2130.92% |
| MV Capital Management Inc. |
2 |
27 |
+25 |
+1250.00% |
| Allspring Global Investments Holdings LLC |
11,818 |
20,568 |
+8,750 |
+74.04% |
| Global Retirement Partners LLC |
186 |
260 |
+74 |
+39.78% |
| Westside Investment Management Inc. |
4,112 |
5,662 |
+1,550 |
+37.69% |
| Exchange Traded Concepts LLC |
31,654 |
41,801 |
+10,147 |
+32.06% |
| IMC Chicago LLC |
36,879 |
47,939 |
+11,060 |
+29.99% |
| Massmutual Trust Co. FSB ADV |
80 |
93 |
+13 |
+16.25% |
| PSI Advisors LLC |
2,595 |
3,010 |
+415 |
+15.99% |
| Cambridge Investment Research Advisors Inc. |
20,474 |
23,717 |
+3,243 |
+15.84% |
| Ignite Planners LLC |
12,450 |
13,307 |
+857 |
+6.88% |
| Sunbelt Securities Inc. |
24,701 |
25,244 |
+543 |
+2.20% |
| AdvisorNet Financial Inc |
5,066 |
5,150 |
+84 |
+1.66% |
| 13F Filers Reporting New Positions In TDOC |
|---|
| Counterpoint Mutual Funds LLC |
0 |
17,975 |
+17,975 |
+100% |
| Avondale Wealth Management |
0 |
8,000 |
+8,000 |
+100% |
| Banque Cantonale Vaudoise |
0 |
102,825 |
+102,825 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
300 |
+300 |
+100% |
| Opal Wealth Advisors LLC |
0 |
129 |
+129 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cigna Investments Inc. New |
107,851 |
107,851 |
UNCH |
0.00% |
| NBC Securities Inc. |
50 |
50 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
870 |
870 |
UNCH |
0.00% |
| Barrett & Company Inc. |
230 |
230 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
2,860 |
2,860 |
UNCH |
0.00% |
| Adirondack Trust Co. |
327 |
327 |
UNCH |
0.00% |
| Bangor Savings Bank |
40 |
40 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
69,450 |
69,450 |
UNCH |
0.00% |
| Asset Dedication LLC |
56 |
56 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
9 |
9 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
23 |
23 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
15 |
15 |
UNCH |
0.00% |
| West Branch Capital LLC |
49 |
49 |
UNCH |
0.00% |
| Pflug Koory LLC |
248 |
248 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
166 |
166 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
5 |
5 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
12,699 |
12,699 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
60 |
60 |
UNCH |
0.00% |
| CVA Family Office LLC |
5 |
5 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
900 |
900 |
UNCH |
0.00% |
| Rise Advisors LLC |
235 |
235 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
20 |
20 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
10 |
10 |
UNCH |
0.00% |
| CGC Financial Services LLC |
25 |
25 |
UNCH |
0.00% |
| Financial Perspectives Inc |
97 |
97 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
60 |
60 |
UNCH |
0.00% |
| 13F Filers Decreasing TDOC Share Count |
|---|
| Versant Capital Management Inc |
281 |
4 |
-277 |
-98.58% |
| Robeco Institutional Asset Management B.V. |
387,674 |
21,223 |
-366,451 |
-94.53% |
| Cutler Group LP |
23,090 |
4,646 |
-18,444 |
-79.88% |
| Raymond James & Associates |
175,610 |
41,355 |
-134,255 |
-76.45% |
| Amalgamated Bank |
23,049 |
9,287 |
-13,762 |
-59.71% |
| Activest Wealth Management |
196 |
79 |
-117 |
-59.69% |
| GAMMA Investing LLC |
1,921 |
856 |
-1,065 |
-55.44% |
| Private Trust Co. NA |
859 |
498 |
-361 |
-42.03% |
| Oak Thistle LLC |
24,930 |
16,169 |
-8,761 |
-35.14% |
| Byrne Asset Management LLC |
1,995 |
1,300 |
-695 |
-34.84% |
| Harbor Investment Advisory LLC |
1,236 |
836 |
-400 |
-32.36% |
| Capital Advisors Ltd. LLC |
448 |
327 |
-121 |
-27.01% |
| SJS Investment Consulting Inc. |
20 |
15 |
-5 |
-25.00% |
| ARK Investment Management LLC |
21,224,565 |
16,034,670 |
-5,189,895 |
-24.45% |
| Hexagon Capital Partners LLC |
1,586 |
1,233 |
-353 |
-22.26% |
| CWM LLC |
5,416 |
4,674 |
-742 |
-13.70% |
| Spire Wealth Management |
83 |
73 |
-10 |
-12.05% |
| Steel Peak Wealth Management LLC |
13,700 |
12,527 |
-1,173 |
-8.56% |
| Raymond James Financial Services Advisors Inc. |
39,287 |
36,149 |
-3,138 |
-7.99% |
| Sumitomo Mitsui Trust Holdings Inc. |
7,474,674 |
7,181,688 |
-292,986 |
-3.92% |
| Valley National Advisers Inc. |
361 |
351 |
-10 |
-2.77% |
| 13F Filers Exiting TDOC |
|---|
| Arlington Trust Co LLC |
131 |
0 |
-131 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
20 |
0 |
-20 |
-100.00% |
| Koss Olinger Consulting LLC |
10,133 |
0 |
-10,133 |
-100.00% |
| Canvas Wealth Advisors LLC |
11,407 |
0 |
-11,407 |
-100.00% |
| Newton One Investments LLC |
60 |
0 |
-60 |
-100.00% |
| Tennessee Valley Asset Management Partners |
615 |
0 |
-615 |
-100.00% |
| International Assets Investment Management LLC |
112,038 |
0 |
-112,038 |
-100.00% |
| Tsfg LLC |
35 |
0 |
-35 |
-100.00% |
| Traynor Capital Management Inc. |
1,803 |
0 |
-1,803 |
-100.00% |
| Oakworth Capital Inc. |
23 |
0 |
-23 |
-100.00% |
| Gradient Investments LLC |
233 |
0 |
-233 |
-100.00% |
| Raymond James Trust N.A. |
22,808 |
0 |
-22,808 |
-100.00% |
| Bourgeon Capital Management LLC |
4 |
0 |
-4 |
-100.00% |
| State of Michigan Retirement System |
133,000 |
0 |
-133,000 |
-100.00% |
| Caldwell Sutter Capital Inc. |
8 |
0 |
-8 |
-100.00% |
| Fifth Third Bancorp |
500 |
0 |
-500 |
-100.00% |
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