HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VCSH Share Count | ||||
| Quattro Financial Advisors LLC | 77 | 106,939 | +106,862 | +138781.82% |
| Financial Management Professionals Inc. | 300 | 1,740 | +1,440 | +480.00% |
| Cypress Financial Planning LLC | 74,123 | 233,417 | +159,294 | +214.90% |
| Vicus Capital | 20,928 | 42,662 | +21,734 | +103.85% |
| OneAscent Financial Services LLC | 84,897 | 145,742 | +60,845 | +71.67% |
| Asio Capital LLC | 89,710 | 134,502 | +44,792 | +49.93% |
| Hobart Private Capital LLC | 31,828 | 46,546 | +14,718 | +46.24% |
| Ellis Investment Partners LLC | 22,326 | 30,724 | +8,398 | +37.62% |
| Gradient Capital Advisors LLC | 94,911 | 128,585 | +33,674 | +35.48% |
| Banque Cantonale Vaudoise | 1,550 | 2,080 | +530 | +34.19% |
| Robinson Value Management Ltd. | 71,143 | 93,928 | +22,785 | +32.03% |
| Kowal Investment Group LLC | 9,649 | 12,660 | +3,011 | +31.21% |
| GAMMA Investing LLC | 1,186 | 1,552 | +366 | +30.86% |
| Scott Capital Advisors LLC | 10,247 | 13,167 | +2,920 | +28.50% |
| Aspire Private Capital LLC | 142 | 168 | +26 | +18.31% |
| Patten Group Inc. | 29,468 | 34,697 | +5,229 | +17.74% |
| Manning & Napier Group LLC | 70,317 | 80,963 | +10,646 | +15.14% |
| Kohmann Bosshard Financial Services LLC | 409,998 | 466,747 | +56,749 | +13.84% |
| Capital Investment Advisors LLC | 22,519 | 25,452 | +2,933 | +13.02% |
| RMR Wealth Builders | 337,485 | 380,174 | +42,689 | +12.65% |
| Wealth Enhancement Advisory Services LLC | 384,680 | 432,615 | +47,935 | +12.46% |
| Objectivity Squared LLC | 2,586 | 2,902 | +316 | +12.22% |
| WBH Advisory Inc. | 117,865 | 131,679 | +13,814 | +11.72% |
| Grey Fox Wealth Advisors LLC | 160,303 | 178,924 | +18,621 | +11.62% |
| Asset Dedication LLC | 300 | 334 | +34 | +11.33% |
| Park Avenue Securities LLC | 2,795 | 3,094 | +299 | +10.70% |
| All Season Financial Advisors Inc. | 10,343 | 11,438 | +1,095 | +10.59% |
| Northeast Financial Group Inc. | 19,409 | 21,406 | +1,997 | +10.29% |
| International Assets Investment Management LLC | 4,623 | 5,095 | +472 | +10.21% |
| Garrett Investment Advisors LLC | 13,101 | 14,430 | +1,329 | +10.14% |
| Exchange Bank | 13,454 | 14,804 | +1,350 | +10.03% |
| Signal Advisors Wealth LLC | 10,693 | 11,662 | +969 | +9.06% |
| Dynamic Advisor Solutions LLC | 205,158 | 223,677 | +18,519 | +9.03% |
| Unison Advisors LLC | 202,900 | 220,975 | +18,075 | +8.91% |
| HT Partners LLC | 8,815 | 9,590 | +775 | +8.79% |
| NorthCrest Asset Manangement LLC | 15,624 | 16,966 | +1,342 | +8.59% |
| Rappaport Reiches Capital Management LLC | 584,557 | 633,107 | +48,550 | +8.31% |
| Market Street Wealth Management Advisors LLC | 220,131 | 237,781 | +17,650 | +8.02% |
| Leonard Rickey Investment Advisors P.L.L.C. | 220,000 | 236,273 | +16,273 | +7.40% |
| Coston McIsaac & Partners | 13,246 | 14,214 | +968 | +7.31% |
| OLD National Bancorp IN | 288,022 | 308,976 | +20,954 | +7.28% |
| Stratos Wealth Partners LTD. | 16,210 | 17,365 | +1,155 | +7.13% |
| AMI Investment Management Inc. | 166,287 | 178,102 | +11,815 | +7.11% |
| Liberty Capital Management Inc. | 2,858 | 3,061 | +203 | +7.10% |
| Lauer Wealth LLC | 40,712 | 43,572 | +2,860 | +7.02% |
| Hurlow Wealth Management Group Inc. | 69,186 | 73,986 | +4,800 | +6.94% |
| ShankerValleau Wealth Advisors Inc. | 250,361 | 266,700 | +16,339 | +6.53% |
| Pinnacle Bank | 12,756 | 13,478 | +722 | +5.66% |
| Andina Capital Management LLC | 17,807 | 18,810 | +1,003 | +5.63% |
| FIDELIS iM LLC | 207,766 | 219,384 | +11,618 | +5.59% |
| Weaver Consulting Group | 7,342 | 7,723 | +381 | +5.19% |
| Pioneer Wealth Management Group | 125,055 | 131,154 | +6,099 | +4.88% |
| Arbor Trust Wealth Advisors LLC | 58,121 | 60,934 | +2,813 | +4.84% |
| TruWealth Advisors LLC | 20,579 | 21,561 | +982 | +4.77% |
| TL Private Wealth | 166,617 | 174,368 | +7,751 | +4.65% |
| Helen Stephens Group LLC | 91,405 | 95,628 | +4,223 | +4.62% |
| Stordahl Capital Management Inc. | 144,479 | 150,904 | +6,425 | +4.45% |
| BCS Wealth Management | 96,562 | 100,851 | +4,289 | +4.44% |
| Financial Strategies Group Inc. | 153,983 | 160,600 | +6,617 | +4.30% |
| D. B. Root & Company LLC | 47,500 | 49,510 | +2,010 | +4.23% |
| Carlson Capital Management | 2,529,027 | 2,635,330 | +106,303 | +4.20% |
| City State Bank | 6,095 | 6,345 | +250 | +4.10% |
| Sharper & Granite LLC | 69,275 | 71,971 | +2,696 | +3.89% |
| A. D. Beadell Investment Counsel Inc. | 25,219 | 26,179 | +960 | +3.81% |
| Prosperity Planning Inc. | 10,840 | 11,232 | +392 | +3.62% |
| Disciplined Investments LLC | 86,281 | 89,342 | +3,061 | +3.55% |
| Perennial Advisors LLC | 75,749 | 78,422 | +2,673 | +3.53% |
| Capstone Capital Wealth Advisors | 109,483 | 113,194 | +3,711 | +3.39% |
| Kwmg LLC | 206,037 | 212,566 | +6,529 | +3.17% |
| Wealthcare Advisory Partners LLC | 41,532 | 42,757 | +1,225 | +2.95% |
| Vaughan Nelson Investment Management L.P. | 6,285 | 6,465 | +180 | +2.86% |
| Steele Capital Management Inc. | 956,989 | 983,065 | +26,076 | +2.72% |
| Seaside Wealth Management Inc. | 70,363 | 72,260 | +1,897 | +2.70% |
| Cordant Inc. | 152,357 | 156,457 | +4,100 | +2.69% |
| RFG Advisory LLC | 164,564 | 168,970 | +4,406 | +2.68% |
| Columbus Macro LLC | 8,766 | 8,995 | +229 | +2.61% |
| Rooted Wealth Advisors Inc. | 48,511 | 49,729 | +1,218 | +2.51% |
| Bromfield Sneider Wealth Advisors | 213,484 | 218,172 | +4,688 | +2.20% |
| Parkside Advisors LLC | 112,492 | 114,676 | +2,184 | +1.94% |
| Beese Fulmer Investment Management Inc. | 102,465 | 104,399 | +1,934 | +1.89% |
| Twele Capital Management Inc. | 147,790 | 150,285 | +2,495 | +1.69% |
| Massmutual Trust Co. FSB ADV | 178,264 | 181,191 | +2,927 | +1.64% |
| Great Waters Wealth Management | 4,408 | 4,470 | +62 | +1.41% |
| Cedar Mountain Advisors LLC | 75 | 76 | +1 | +1.33% |
| Marion Wealth Management | 199,807 | 202,318 | +2,511 | +1.26% |
| CAP Partners LLC | 7,568 | 7,662 | +94 | +1.24% |
| Matthew Goff Investment Advisor LLC | 5,851 | 5,913 | +62 | +1.06% |
| Stratos Wealth Advisors LLC | 3,024 | 3,053 | +29 | +0.96% |
| Fifth Third Securities Inc. | 183,902 | 185,179 | +1,277 | +0.69% |
| M&R Capital Management Inc. | 579 | 583 | +4 | +0.69% |
| Soundmark Wealth Management LLC | 80,318 | 80,792 | +474 | +0.59% |
| Chapin Davis Inc. | 10,857 | 10,920 | +63 | +0.58% |
| SOA Wealth Advisors LLC. | 4,334 | 4,359 | +25 | +0.58% |
| Fortitude Family Office LLC | 394 | 396 | +2 | +0.51% |
| Axiom Advisory LLC | 19,922 | 20,016 | +94 | +0.47% |
| Benchmark Wealth Management LLC | 30,070 | 30,182 | +112 | +0.37% |
| Cambridge Advisors Inc. | 19,752 | 19,824 | +72 | +0.36% |
| Sunbelt Securities Inc. | 306 | 307 | +1 | +0.33% |
| Rise Advisors LLC | 312 | 313 | +1 | +0.32% |
| Grandview Asset Management LLC | 7,540 | 7,561 | +21 | +0.28% |
| Compass Ion Advisors LLC | 36,004 | 36,053 | +49 | +0.14% |
| VERITY Wealth Advisors | 13,581 | 13,598 | +17 | +0.13% |
| Moseley Investment Management Inc. | 3,005 | 3,008 | +3 | +0.10% |
| Ridgewood Investments LLC | 11,266 | 11,274 | +8 | +0.07% |
| Juncture Wealth Strategies LLC | 58,214 | 58,229 | +15 | +0.03% |
| Legacy Financial Strategies LLC | 2,985 | 2,986 | +1 | +0.03% |
| Sage Capital Advisors llc | 12,944 | 12,946 | +2 | +0.02% |
| 13F Filers Reporting New Positions In VCSH | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 3,317 | +3,317 | +100% |
| LVW Advisors LLC | 0 | 2,600 | +2,600 | +100% |
| Evanson Asset Management LLC | 0 | 4,416 | +4,416 | +100% |
| Aurum Wealth Management Group LLC | 0 | 2,610 | +2,610 | +100% |
| Opal Wealth Advisors LLC | 0 | 976 | +976 | +100% |
| Montis Financial LLC | 0 | 304,089 | +304,089 | +100% |
| Register Financial Advisors LLC | 0 | 153 | +153 | +100% |
| Whitaker Myers Wealth Managers LTD. | 0 | 2,775 | +2,775 | +100% |
| Channel Wealth LLC | 0 | 3,832 | +3,832 | +100% |
| Cascade Wealth Advisors Inc | 0 | 41,495 | +41,495 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Hawaiian Bank | 9,752 | 9,752 | UNCH | 0.00% |
| Papp L Roy & Associates | 14,355 | 14,355 | UNCH | 0.00% |
| Guyasuta Investment Advisors Inc. | 2,961 | 2,961 | UNCH | 0.00% |
| Norwood Financial Corp | 8,753 | 8,753 | UNCH | 0.00% |
| Acropolis Investment Management LLC | 11,464 | 11,464 | UNCH | 0.00% |
| Bangor Savings Bank | 1,013 | 1,013 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 686 | 686 | UNCH | 0.00% |
| Contravisory Investment Management Inc. | 2,207 | 2,207 | UNCH | 0.00% |
| West Oak Capital LLC | 25 | 25 | UNCH | 0.00% |
| Stockman Wealth Management Inc. | 22,940 | 22,940 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 402 | 402 | UNCH | 0.00% |
| Asset Allocation & Management Company LLC | 43,700 | 43,700 | UNCH | 0.00% |
| Perkins Coie Trust Co | 245 | 245 | UNCH | 0.00% |
| Miracle Mile Advisors LLC | 54,956 | 54,956 | UNCH | 0.00% |
| First PREMIER Bank | 405 | 405 | UNCH | 0.00% |
| Founders Capital Management | 1,100 | 1,100 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 932 | 932 | UNCH | 0.00% |
| Northwest Capital Management Inc | 48 | 48 | UNCH | 0.00% |
| Versant Capital Management Inc | 132 | 132 | UNCH | 0.00% |
| Chicago Capital LLC | 4,487 | 4,487 | UNCH | 0.00% |
| CFM Wealth Partners LLC | 6,783 | 6,783 | UNCH | 0.00% |
| Davis Capital Management | 46 | 46 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 414 | 414 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 19,458 | 19,458 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 221 | 221 | UNCH | 0.00% |
| Piscataqua Savings Bank | 150 | 150 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 12 | 12 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 6,985 | 6,985 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 18 | 18 | UNCH | 0.00% |
| Trifecta Capital Advisors LLC | 962 | 962 | UNCH | 0.00% |
| Barlow Wealth Partners Inc. | 6,505 | 6,505 | UNCH | 0.00% |
| Allen Mooney & Barnes Investment Advisors LLC | 3,982 | 3,982 | UNCH | 0.00% |
| Independence Asset Advisors LLC | 19,657 | 19,657 | UNCH | 0.00% |
| 13F Filers Decreasing VCSH Share Count | ||||
| Pallas Capital Advisors LLC | 332,851 | 13,514 | -319,337 | -95.94% |
| White Wing Wealth Management | 38,675 | 15,252 | -23,423 | -60.56% |
| AlphaMark Advisors LLC | 130 | 60 | -70 | -53.85% |
| Wedmont Private Capital | 46,493 | 21,470 | -25,023 | -53.82% |
| Verum Partners LLC | 22,265 | 10,619 | -11,646 | -52.31% |
| Iron Horse Wealth Management LLC | 875 | 425 | -450 | -51.43% |
| Consilio Wealth Advisors LLC | 79,069 | 39,214 | -39,855 | -50.41% |
| Private Ocean LLC | 784,225 | 410,533 | -373,692 | -47.65% |
| Buckingham Capital Management Inc. | 125,096 | 68,456 | -56,640 | -45.28% |
| Apella Capital LLC | 100,415 | 57,508 | -42,907 | -42.73% |
| Salem Investment Counselors Inc. | 130 | 75 | -55 | -42.31% |
| Pacifica Partners Inc. | 2,899 | 1,779 | -1,120 | -38.63% |
| Atticus Wealth Management LLC | 1,961 | 1,319 | -642 | -32.74% |
| Bremer Bank National Association | 19,580 | 13,674 | -5,906 | -30.16% |
| Paragon Capital Management Ltd | 6,551 | 4,611 | -1,940 | -29.61% |
| Orrstown Financial Services Inc. | 7,169 | 5,092 | -2,077 | -28.97% |
| Baldwin Brothers Inc. MA | 978 | 700 | -278 | -28.43% |
| West Financial Advisors LLC | 8,619 | 6,296 | -2,323 | -26.95% |
| Ignite Planners LLC | 8,640 | 6,403 | -2,237 | -25.89% |
| Norway Savings Bank | 3,908 | 2,908 | -1,000 | -25.59% |
| Stephens Group Asset Management LLC | 5,103 | 3,827 | -1,276 | -25.00% |
| Family Wealth Partners LLC | 9,857 | 7,437 | -2,420 | -24.55% |
| Affinity Capital Advisors LLC | 20,386 | 15,422 | -4,964 | -24.35% |
| Integrated Investment Consultants LLC | 15,615 | 12,152 | -3,463 | -22.18% |
| Cooper Financial Group | 15,841 | 12,629 | -3,212 | -20.28% |
| Flagship Harbor Advisors LLC | 45,914 | 37,576 | -8,338 | -18.16% |
| JJJ Advisors Inc. | 951 | 782 | -169 | -17.77% |
| DLK Investment Management LLC | 7,375 | 6,075 | -1,300 | -17.63% |
| Congress Wealth Management LLC DE | 30,880 | 25,674 | -5,206 | -16.86% |
| Buffington Mohr McNeal | 7,023 | 5,906 | -1,117 | -15.90% |
| Trust Co. of Toledo NA OH | 3,126 | 2,635 | -491 | -15.71% |
| S.A. Mason LLC | 1,892 | 1,600 | -292 | -15.43% |
| ADE LLC | 12,921 | 10,947 | -1,974 | -15.28% |
| Cypress Wealth Services LLC | 11,303 | 9,584 | -1,719 | -15.21% |
| LexAurum Advisors LLC | 3,904 | 3,325 | -579 | -14.83% |
| MGO Private Wealth LLC | 9,498 | 8,110 | -1,388 | -14.61% |
| CVA Family Office LLC | 26,786 | 22,905 | -3,881 | -14.49% |
| Bank of New Hampshire | 7,571 | 6,491 | -1,080 | -14.26% |
| Woodmont Investment Counsel LLC | 22,455 | 19,375 | -3,080 | -13.72% |
| Independence Bank of Kentucky | 21,923 | 18,931 | -2,992 | -13.65% |
| Sound Income Strategies LLC | 450 | 396 | -54 | -12.00% |
| Galvin Gaustad & Stein LLC | 104,114 | 91,631 | -12,483 | -11.99% |
| Modus Advisors LLC | 42,863 | 37,781 | -5,082 | -11.86% |
| SignalPoint Asset Management LLC | 9,099 | 8,022 | -1,077 | -11.84% |
| Annapolis Financial Services LLC | 175,807 | 155,034 | -20,773 | -11.82% |
| Community Bank of Raymore | 5,286 | 4,687 | -599 | -11.33% |
| Montecito Bank & Trust | 143,724 | 128,334 | -15,390 | -10.71% |
| Atlas Brown Inc. | 5,097 | 4,573 | -524 | -10.28% |
| Conrad Siegel Investment Advisors Inc. | 3,917 | 3,524 | -393 | -10.03% |
| Octavia Wealth Advisors LLC | 17,267 | 15,613 | -1,654 | -9.58% |
| Von Berge Wealth Management Group LLC | 3,488 | 3,158 | -330 | -9.46% |
| Chatham Capital Group Inc. | 33,348 | 30,398 | -2,950 | -8.85% |
| Grimes & Company Inc. | 7,319 | 6,704 | -615 | -8.40% |
| Compass Financial Group INC SD | 10,894 | 10,000 | -894 | -8.21% |
| Aua Capital Management LLC | 31,731 | 29,507 | -2,224 | -7.01% |
| Roberts Wealth Advisors LLC | 56,221 | 52,409 | -3,812 | -6.78% |
| Capital Asset Advisory Services LLC | 39,220 | 36,569 | -2,651 | -6.76% |
| First Financialcorp IN | 482 | 450 | -32 | -6.64% |
| AdvisorNet Financial Inc | 5,114 | 4,790 | -324 | -6.34% |
| Clarity Capital Advisors LLC | 15,141 | 14,188 | -953 | -6.29% |
| Hexagon Capital Partners LLC | 15,627 | 14,674 | -953 | -6.10% |
| Aspiriant LLC | 7,947 | 7,482 | -465 | -5.85% |
| Rezny Wealth Management Inc. | 203,157 | 192,025 | -11,132 | -5.48% |
| CWM LLC | 489,786 | 464,963 | -24,823 | -5.07% |
| Agate Pass Investment Management LLC | 32,102 | 30,491 | -1,611 | -5.02% |
| Moody National Bank Trust Division | 3,821 | 3,630 | -191 | -5.00% |
| Voisard Asset Management Group Inc. | 1,465 | 1,392 | -73 | -4.98% |
| Sunburst Financial Group LLC | 450,830 | 430,139 | -20,691 | -4.59% |
| Capital Advisors Ltd. LLC | 925 | 884 | -41 | -4.43% |
| Morris Financial Concepts Inc. | 68 | 65 | -3 | -4.41% |
| Bath Savings Trust Co | 382,149 | 365,429 | -16,720 | -4.38% |
| Narus Financial Partners LLC | 40,656 | 38,936 | -1,720 | -4.23% |
| Barrett & Company Inc. | 9,583 | 9,189 | -394 | -4.11% |
| Thomasville National Bank | 65,693 | 63,016 | -2,677 | -4.08% |
| Capital Insight Partners LLC | 16,415 | 15,785 | -630 | -3.84% |
| Security Financial Services INC. | 5,480 | 5,283 | -197 | -3.59% |
| Clifford Swan Investment Counsel LLC | 69,837 | 67,337 | -2,500 | -3.58% |
| Stokes Capital Advisors LLC | 13,924 | 13,475 | -449 | -3.22% |
| Howard Capital Management Group LLC | 419,852 | 407,349 | -12,503 | -2.98% |
| Berger Financial Group Inc | 10,341 | 10,064 | -277 | -2.68% |
| Mountain Pacific Investment Advisers Inc. ID | 114,237 | 111,188 | -3,049 | -2.67% |
| Curbstone Financial Management Corp | 240,984 | 235,004 | -5,980 | -2.48% |
| Courier Capital LLC | 94,207 | 91,884 | -2,323 | -2.47% |
| Patriot Investment Management Inc. | 448,593 | 437,942 | -10,651 | -2.37% |
| RDA Financial Network | 5,066 | 4,948 | -118 | -2.33% |
| ST Germain D J Co. Inc. | 3,865 | 3,777 | -88 | -2.28% |
| Foster Group Inc. | 3,154 | 3,083 | -71 | -2.25% |
| Total Wealth Planning LLC | 791,706 | 774,365 | -17,341 | -2.19% |
| Pure Financial Advisors Inc. | 56,843 | 55,617 | -1,226 | -2.16% |
| Toth Financial Advisory Corp | 4,668 | 4,568 | -100 | -2.14% |
| SeaCrest Wealth Management LLC | 6,554 | 6,417 | -137 | -2.09% |
| Tilia Fiduciary Partners Inc. | 5,975 | 5,853 | -122 | -2.04% |
| Maryland Capital Advisors Inc. | 318,979 | 312,613 | -6,366 | -2.00% |
| Cedar Brook Financial Partners LLC | 10,541 | 10,368 | -173 | -1.64% |
| Charles Schwab Trust Co | 10,332 | 10,175 | -157 | -1.52% |
| Stephens Consulting LLC | 6,506 | 6,427 | -79 | -1.21% |
| Silvia Mccoll Wealth Management LLC | 5,443 | 5,378 | -65 | -1.19% |
| Atwood & Palmer Inc. | 244,710 | 241,840 | -2,870 | -1.17% |
| Sovereign Financial Group Inc. | 16,032 | 15,846 | -186 | -1.16% |
| Procyon Private Wealth Partners LLC | 7,404 | 7,325 | -79 | -1.07% |
| Fort Pitt Capital Group LLC | 305,426 | 302,649 | -2,777 | -0.91% |
| IMZ Advisory Inc | 79,243 | 78,589 | -654 | -0.83% |
| Capital Advisory Group Advisory Services LLC | 21,705 | 21,524 | -181 | -0.83% |
| Mather Group LLC. | 1,273,439 | 1,263,038 | -10,401 | -0.82% |
| Midwest Financial Group LLC | 11,886 | 11,791 | -95 | -0.80% |
| Washington Capital Management Inc. | 18,335 | 18,200 | -135 | -0.74% |
| Future Financial Wealth Managment LLC | 37,019 | 36,805 | -214 | -0.58% |
| Mustard Seed Financial LLC | 83,157 | 82,693 | -464 | -0.56% |
| NBC Securities Inc. | 4,408 | 4,387 | -21 | -0.48% |
| Windsor Capital Management LLC | 9,260 | 9,223 | -37 | -0.40% |
| Lowe Wealth Advisors LLC | 153,597 | 153,086 | -511 | -0.33% |
| Chemistry Wealth Management LLC | 29,462 | 29,441 | -21 | -0.07% |
| Farmers & Merchants Investments Inc. | 226,579 | 226,445 | -134 | -0.06% |
| Brookstone Capital Management | 9,323 | 9,321 | -2 | -0.02% |
| 13F Filers Exiting VCSH | ||||
| Shotwell Rutter Baer Inc | 86,166 | 0 | -86,166 | -100.00% |
| BKM Wealth Management LLC | 4 | 0 | -4 | -100.00% |
| Integrity Wealth Solutions LLC | 2,943 | 0 | -2,943 | -100.00% |
| Halpern Financial Inc. | 331 | 0 | -331 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 1,598 | 0 | -1,598 | -100.00% |
| FSC Wealth Advisors LLC | 50 | 0 | -50 | -100.00% |
| Capital Advisors Wealth Management LLC | 6,262 | 0 | -6,262 | -100.00% |
| Praetorian Wealth Management Inc. | 3,574 | 0 | -3,574 | -100.00% |
| Cadent Capital Advisors LLC | 11,812 | 0 | -11,812 | -100.00% |
| Powell Investment Advisors LLC | 36,157 | 0 | -36,157 | -100.00% |
| Occidental Asset Management LLC | 2,727 | 0 | -2,727 | -100.00% |
| BlueSky Wealth Advisors LLC | 625,833 | 0 | -625,833 | -100.00% |
| Symmetry Partners LLC | 225,032 | 0 | -225,032 | -100.00% |
| Trinity Wealth Management LLC | 2,605 | 0 | -2,605 | -100.00% |
| SMI Advisory Services LLC | 2,831 | 0 | -2,831 | -100.00% |
| Tompkins Financial Corp | 10 | 0 | -10 | -100.00% |
| Calton & Associates Inc. | 14,374 | 0 | -14,374 | -100.00% |
See Summary: Institutional Holders of VCSH
See Details: Top 10 Hedge Funds Holding VCSH
