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|
|
This page summarizes the GOVT 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 GOVT 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 GOVT Share Count |
|---|
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
28 |
832 |
+804 |
+2871.43% |
| Foster Group Inc. |
82,616 |
1,812,960 |
+1,730,344 |
+2094.44% |
| Global Retirement Partners LLC |
99,470 |
1,269,244 |
+1,169,774 |
+1176.01% |
| Private Trust Co. NA |
15,048 |
167,792 |
+152,744 |
+1015.05% |
| Perigon Wealth Management LLC |
112,755 |
834,083 |
+721,328 |
+639.73% |
| Tsfg LLC |
24 |
144 |
+120 |
+500.00% |
| Fifth Third Bancorp |
7,207 |
31,381 |
+24,174 |
+335.42% |
| North Star Investment Management Corp. |
122 |
504 |
+382 |
+313.11% |
| Albion Financial Group UT |
3,022 |
9,732 |
+6,710 |
+222.04% |
| Atticus Wealth Management LLC |
96 |
308 |
+212 |
+220.83% |
| Bank of New York Mellon Corp |
344,845 |
883,853 |
+539,008 |
+156.30% |
| ST Germain D J Co. Inc. |
316,025 |
708,197 |
+392,172 |
+124.10% |
| Simplicity Wealth LLC |
47,858 |
105,652 |
+57,794 |
+120.76% |
| Cedar Brook Financial Partners LLC |
15,621 |
28,786 |
+13,165 |
+84.28% |
| Sound Income Strategies LLC |
426 |
767 |
+341 |
+80.05% |
| Greenleaf Trust |
50,730 |
89,525 |
+38,795 |
+76.47% |
| Commonwealth Equity Services LLC |
986,758 |
1,728,019 |
+741,261 |
+75.12% |
| Cyndeo Wealth Partners LLC |
35,670 |
58,966 |
+23,296 |
+65.31% |
| DMG Group LLC |
18,567 |
29,052 |
+10,485 |
+56.47% |
| Strategic Blueprint LLC |
273,340 |
406,713 |
+133,373 |
+48.79% |
| Signal Advisors Wealth LLC |
27,274 |
39,691 |
+12,417 |
+45.53% |
| Wealth Enhancement Advisory Services LLC |
531,423 |
764,698 |
+233,275 |
+43.90% |
| Roble Belko & Company Inc |
51,412 |
73,274 |
+21,862 |
+42.52% |
| Clarity Financial LLC |
13,755 |
19,574 |
+5,819 |
+42.30% |
| Cambridge Investment Research Advisors Inc. |
540,051 |
751,620 |
+211,569 |
+39.18% |
| City State Bank |
5,850 |
8,122 |
+2,272 |
+38.84% |
| Drive Wealth Management LLC |
169,195 |
233,289 |
+64,094 |
+37.88% |
| True Vision MN LLC |
28,765 |
38,650 |
+9,885 |
+34.36% |
| Steel Peak Wealth Management LLC |
106,797 |
142,141 |
+35,344 |
+33.09% |
| Oakworth Capital Inc. |
20,153 |
26,729 |
+6,576 |
+32.63% |
| JB Capital LLC |
33,646 |
44,278 |
+10,632 |
+31.60% |
| Salem Investment Counselors Inc. |
2,213 |
2,868 |
+655 |
+29.60% |
| First Horizon Advisors Inc. |
30,775 |
39,388 |
+8,613 |
+27.99% |
| Wallace Advisory Group LLC |
25,741 |
32,805 |
+7,064 |
+27.44% |
| Raymond James Trust N.A. |
37,451 |
45,994 |
+8,543 |
+22.81% |
| 4J Wealth Management LLC |
242,874 |
297,463 |
+54,589 |
+22.48% |
| Verum Partners LLC |
826,300 |
1,007,625 |
+181,325 |
+21.94% |
| Stratos Wealth Partners LTD. |
106,183 |
128,593 |
+22,410 |
+21.11% |
| Strategic Financial Concepts LLC |
173,893 |
210,339 |
+36,446 |
+20.96% |
| KMG Fiduciary Partners LLC |
10,375 |
12,543 |
+2,168 |
+20.90% |
| Bfsg LLC |
24 |
29 |
+5 |
+20.83% |
| Fifth Third Securities Inc. |
135,560 |
159,588 |
+24,028 |
+17.72% |
| SOA Wealth Advisors LLC. |
219 |
256 |
+37 |
+16.89% |
| ADE LLC |
21,718 |
25,073 |
+3,355 |
+15.45% |
| Bay Harbor Wealth Management LLC |
34,118 |
39,207 |
+5,089 |
+14.92% |
| Montecito Bank & Trust |
451,856 |
517,774 |
+65,918 |
+14.59% |
| Park Avenue Securities LLC |
865,993 |
991,165 |
+125,172 |
+14.45% |
| Sutton Place Investors LLC |
10,489 |
12,003 |
+1,514 |
+14.43% |
| Heirloom Wealth Management |
1,319,549 |
1,506,280 |
+186,731 |
+14.15% |
| Bull Oak Capital LLC |
324,470 |
369,985 |
+45,515 |
+14.03% |
| Seascape Capital Management |
470,786 |
535,355 |
+64,569 |
+13.72% |
| AdvisorNet Financial Inc |
176,501 |
200,679 |
+24,178 |
+13.70% |
| Twele Capital Management Inc. |
51,101 |
57,917 |
+6,816 |
+13.34% |
| Aspire Private Capital LLC |
4,573 |
5,142 |
+569 |
+12.44% |
| Clear Creek Financial Management LLC |
335,394 |
376,568 |
+41,174 |
+12.28% |
| FFG Retirement Advisors LLC |
88,685 |
99,318 |
+10,633 |
+11.99% |
| Western Financial Corp CA |
142,798 |
159,676 |
+16,878 |
+11.82% |
| WealthShield Partners LLC |
31,370 |
35,050 |
+3,680 |
+11.73% |
| First Pacific Financial |
119,916 |
133,627 |
+13,711 |
+11.43% |
| Sequoia Financial Advisors LLC |
1,385,509 |
1,541,124 |
+155,615 |
+11.23% |
| Crane Advisory LLC |
2,987,191 |
3,306,537 |
+319,346 |
+10.69% |
| Keel Point LLC |
94,871 |
104,950 |
+10,079 |
+10.62% |
| Dynamic Advisor Solutions LLC |
152,148 |
166,783 |
+14,635 |
+9.62% |
| Schmidt P J Investment Management Inc. |
896,826 |
972,041 |
+75,215 |
+8.39% |
| McKinley Carter Wealth Services Inc. |
1,075,737 |
1,165,169 |
+89,432 |
+8.31% |
| Bogart Wealth LLC |
4,355 |
4,711 |
+356 |
+8.17% |
| Fidelity D & D Bancorp Inc. |
99,843 |
107,522 |
+7,679 |
+7.69% |
| Wealthfront Advisers LLC |
48,472 |
52,187 |
+3,715 |
+7.66% |
| Access Financial Services Inc. |
684,289 |
736,026 |
+51,737 |
+7.56% |
| WealthCare Investment Partners LLC |
94,810 |
101,630 |
+6,820 |
+7.19% |
| TRUE Private Wealth Advisors |
28,616 |
30,652 |
+2,036 |
+7.11% |
| Deane Retirement Strategies Inc. |
5,479 |
5,866 |
+387 |
+7.06% |
| MCF Advisors LLC |
3,921,528 |
4,194,589 |
+273,061 |
+6.96% |
| Allworth Financial LP |
25,183,931 |
26,933,904 |
+1,749,973 |
+6.95% |
| Wesbanco Bank Inc. |
64,692 |
69,107 |
+4,415 |
+6.82% |
| Trilogy Capital Inc. |
924,795 |
987,287 |
+62,492 |
+6.76% |
| Johnson Bixby & Associates LLC |
1,023,577 |
1,088,848 |
+65,271 |
+6.38% |
| Glass Jacobson Investment Advisors llc |
285 |
303 |
+18 |
+6.32% |
| Snider Financial Group |
87,887 |
93,401 |
+5,514 |
+6.27% |
| Lineweaver Wealth Advisors LLC |
495,333 |
526,356 |
+31,023 |
+6.26% |
| Triumph Capital Management |
18,607 |
19,737 |
+1,130 |
+6.07% |
| Allspring Global Investments Holdings LLC |
4,701,391 |
4,969,584 |
+268,193 |
+5.70% |
| Wedmont Private Capital |
1,766,774 |
1,866,147 |
+99,373 |
+5.62% |
| Center For Asset Management LLC |
272,826 |
287,671 |
+14,845 |
+5.44% |
| Avondale Wealth Management |
79,674 |
83,675 |
+4,001 |
+5.02% |
| Silvia Mccoll Wealth Management LLC |
35,814 |
37,558 |
+1,744 |
+4.87% |
| Prairieview Wealth Partners LLC |
461,330 |
482,501 |
+21,171 |
+4.59% |
| TrueWealth Advisors LLC |
10,603 |
11,077 |
+474 |
+4.47% |
| Cobblestone Asset Management LLC |
23,416 |
24,275 |
+859 |
+3.67% |
| Cutler Investment Counsel LLC |
676,936 |
698,892 |
+21,956 |
+3.24% |
| Raymond James Financial Services Advisors Inc. |
802,789 |
827,200 |
+24,411 |
+3.04% |
| Occidental Asset Management LLC |
487,167 |
501,991 |
+14,824 |
+3.04% |
| Invera Wealth Advisors LLC |
16,320 |
16,802 |
+482 |
+2.95% |
| Anderson Hoagland & Co. |
233,316 |
239,198 |
+5,882 |
+2.52% |
| Optimum Investment Advisors |
7,717 |
7,886 |
+169 |
+2.19% |
| Hoese & Co LLP |
775,524 |
792,249 |
+16,725 |
+2.16% |
| Harbor Investment Advisory LLC |
47 |
48 |
+1 |
+2.13% |
| Eagle Rock Investment Company LLC |
10,000 |
10,175 |
+175 |
+1.75% |
| RHS Financial LLC |
37,765 |
38,373 |
+608 |
+1.61% |
| LVW Advisors LLC |
120,640 |
122,376 |
+1,736 |
+1.44% |
| Main Street Financial Solutions LLC |
11,929 |
12,098 |
+169 |
+1.42% |
| Portside Wealth Group LLC |
215,425 |
218,309 |
+2,884 |
+1.34% |
| Benjamin F. Edwards & Company Inc. |
3,240 |
3,279 |
+39 |
+1.20% |
| Nationwide Fund Advisors |
5,439,863 |
5,497,558 |
+57,695 |
+1.06% |
| Charter Oak Capital Management LLC |
14,990 |
15,147 |
+157 |
+1.05% |
| Klaas Financial Asset Advisors LLC |
412,197 |
415,713 |
+3,516 |
+0.85% |
| Skyline Advisors Inc. |
335,461 |
338,138 |
+2,677 |
+0.80% |
| FirstPurpose Wealth LLC |
42,028 |
42,359 |
+331 |
+0.79% |
| Optas LLC |
391,578 |
394,471 |
+2,893 |
+0.74% |
| CENTRAL TRUST Co |
5,013 |
5,037 |
+24 |
+0.48% |
| SeaBridge Investment Advisors LLC |
632,573 |
635,630 |
+3,057 |
+0.48% |
| Cahaba Wealth Management Inc. |
31,919 |
32,069 |
+150 |
+0.47% |
| CAP Partners LLC |
8,783 |
8,818 |
+35 |
+0.40% |
| Bromfield Sneider Wealth Advisors |
8,349 |
8,366 |
+17 |
+0.20% |
| 13F Filers Reporting New Positions In GOVT |
|---|
| WASHINGTON TRUST Co |
0 |
85 |
+85 |
+100% |
| Proffitt & Goodson Inc. |
0 |
7,803 |
+7,803 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
2,414 |
+2,414 |
+100% |
| Country Trust Bank |
0 |
120 |
+120 |
+100% |
| American National Bank |
0 |
5,600 |
+5,600 |
+100% |
| First National Trust Co |
0 |
8,831 |
+8,831 |
+100% |
| Mission Wealth Management LP |
0 |
17,279 |
+17,279 |
+100% |
| Grove Bank & Trust |
0 |
2,533 |
+2,533 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
3 |
+3 |
+100% |
| LifeSteps Financial Inc. |
0 |
129 |
+129 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
3,532 |
+3,532 |
+100% |
| Total Clarity Wealth Management Inc. |
0 |
8,841 |
+8,841 |
+100% |
| KWB Wealth |
0 |
176,891 |
+176,891 |
+100% |
| Legacy Financial Group LLC |
0 |
9,671 |
+9,671 |
+100% |
| Wealth Advisory Solutions LLC |
0 |
60,887 |
+60,887 |
+100% |
| Phoenix Wealth Advisors |
0 |
94,618 |
+94,618 |
+100% |
| Privium Fund Management UK Ltd |
0 |
210,860 |
+210,860 |
+100% |
| Piscataqua Savings Bank |
0 |
23 |
+23 |
+100% |
| Cherrydale Wealth Management LLC |
0 |
44,923 |
+44,923 |
+100% |
| Morton Brown Family Wealth LLC |
0 |
1,333 |
+1,333 |
+100% |
| Daymark Wealth Partners LLC |
0 |
9,298 |
+9,298 |
+100% |
| Norden Group LLC |
0 |
63,875 |
+63,875 |
+100% |
| WFA Asset Management Corp |
0 |
421 |
+421 |
+100% |
| Twin Peaks Wealth Advisors LLC |
0 |
12,034 |
+12,034 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
20,375 |
+20,375 |
+100% |
| GAMMA Investing LLC |
0 |
17,258 |
+17,258 |
+100% |
| Focus Financial Network Inc. |
0 |
61,865 |
+61,865 |
+100% |
| Diversify Advisory Services LLC |
0 |
169,323 |
+169,323 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
254 |
254 |
UNCH |
0.00% |
| Townsend Asset Management Corp NC ADV |
147 |
147 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
143 |
143 |
UNCH |
0.00% |
| Barrett & Company Inc. |
114 |
114 |
UNCH |
0.00% |
| UMB Bank N A MO |
42,500 |
42,500 |
UNCH |
0.00% |
| Tompkins Financial Corp |
140 |
140 |
UNCH |
0.00% |
| Adirondack Trust Co. |
3,383 |
3,383 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
619 |
619 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
1,481 |
1,481 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,087 |
1,087 |
UNCH |
0.00% |
| Family Capital Trust Co |
17,916 |
17,916 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
3,319 |
3,319 |
UNCH |
0.00% |
| Asset Dedication LLC |
37 |
37 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
64 |
64 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
3,923 |
3,923 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
2,158 |
2,158 |
UNCH |
0.00% |
| First Personal Financial Services |
30 |
30 |
UNCH |
0.00% |
| First PREMIER Bank |
4,045 |
4,045 |
UNCH |
0.00% |
| Pinnacle Bank |
1,111 |
1,111 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
2,614 |
2,614 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
1,278 |
1,278 |
UNCH |
0.00% |
| APCM Wealth Management for Individuals |
460 |
460 |
UNCH |
0.00% |
| Pflug Koory LLC |
4,953 |
4,953 |
UNCH |
0.00% |
| Retirement Group LLC |
463 |
463 |
UNCH |
0.00% |
| Essex Savings Bank |
9,318 |
9,318 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
404 |
404 |
UNCH |
0.00% |
| Davis Capital Management |
208 |
208 |
UNCH |
0.00% |
| RWM Asset Management LLC |
24,495 |
24,495 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
443 |
443 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,473,662 |
1,473,662 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
7,148 |
7,148 |
UNCH |
0.00% |
| Citizens Business Bank |
15,643 |
15,643 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
23,978 |
23,978 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
441 |
441 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
1,500 |
1,500 |
UNCH |
0.00% |
| Naples Money Management LLC |
20 |
20 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
1,421 |
1,421 |
UNCH |
0.00% |
| Planning Capital Management Corp |
200 |
200 |
UNCH |
0.00% |
| 13F Filers Decreasing GOVT Share Count |
|---|
| Premier Path Wealth Partners LLC |
645,514 |
24,810 |
-620,704 |
-96.16% |
| CCG Wealth Management LLC |
427,826 |
22,794 |
-405,032 |
-94.67% |
| Spectrum Asset Management Inc. NB CA |
97,068 |
9,385 |
-87,683 |
-90.33% |
| Miracle Mile Advisors LLC |
78,944 |
9,268 |
-69,676 |
-88.26% |
| Aspire Wealth Management Corp |
756 |
92 |
-664 |
-87.83% |
| Gradient Investments LLC |
2,342 |
305 |
-2,037 |
-86.98% |
| Simplex Trading LLC |
24,219 |
3,471 |
-20,748 |
-85.67% |
| Arden Trust Co |
349,309 |
77,760 |
-271,549 |
-77.74% |
| Ameliora Wealth Management Ltd. |
5,900 |
1,377 |
-4,523 |
-76.66% |
| Global Wealth Strategies & Associates |
209,661 |
50,368 |
-159,293 |
-75.98% |
| TNF LLC |
115,221 |
39,460 |
-75,761 |
-65.75% |
| Harel Insurance Investments & Financial Services Ltd. |
17,036 |
6,343 |
-10,693 |
-62.77% |
| Stewardship Advisors LLC |
741,994 |
294,573 |
-447,421 |
-60.30% |
| Tritonpoint Wealth LLC |
12,610 |
5,168 |
-7,442 |
-59.02% |
| ERTS Wealth Advisors LLC |
2,046,136 |
842,091 |
-1,204,045 |
-58.84% |
| Concord Wealth Partners |
3,707 |
1,863 |
-1,844 |
-49.74% |
| Stonehearth Capital Management LLC |
42,552 |
21,784 |
-20,768 |
-48.81% |
| Summit Financial Group Inc. |
30,264 |
17,021 |
-13,243 |
-43.76% |
| Mosley Wealth Management |
43,733 |
25,280 |
-18,453 |
-42.19% |
| Monticello Wealth Management LLC |
55,089 |
32,094 |
-22,995 |
-41.74% |
| Sharkey Howes & Javer |
184,285 |
108,542 |
-75,743 |
-41.10% |
| RFG Advisory LLC |
49,432 |
30,025 |
-19,407 |
-39.26% |
| Procyon Private Wealth Partners LLC |
21,458 |
13,683 |
-7,775 |
-36.23% |
| Security Financial Services INC. |
22,367 |
14,365 |
-8,002 |
-35.78% |
| Park Place Capital Corp |
20,751 |
13,400 |
-7,351 |
-35.42% |
| PFG Investments LLC |
216,646 |
143,485 |
-73,161 |
-33.77% |
| Patriot Financial Group Insurance Agency LLC |
12,680 |
8,932 |
-3,748 |
-29.56% |
| Venturi Wealth Management LLC |
3,505 |
2,479 |
-1,026 |
-29.27% |
| NBT Bank N A NY |
37,653 |
26,673 |
-10,980 |
-29.16% |
| Midwest Heritage Bank FSB |
52,490 |
37,188 |
-15,302 |
-29.15% |
| CWM LLC |
2,442,513 |
1,781,729 |
-660,784 |
-27.05% |
| One Day In July LLC |
329,655 |
240,630 |
-89,025 |
-27.01% |
| Kingswood Wealth Advisors LLC |
94,654 |
69,778 |
-24,876 |
-26.28% |
| Firethorn Wealth Partners LLC |
19,007 |
14,236 |
-4,771 |
-25.10% |
| Cary Street Partners Investment Advisory LLC |
33,874 |
25,496 |
-8,378 |
-24.73% |
| ONE Advisory Partners LLC |
16,444 |
12,379 |
-4,065 |
-24.72% |
| Cypress Wealth Services LLC |
33,215 |
25,106 |
-8,109 |
-24.41% |
| NBC Securities Inc. |
12,676 |
9,696 |
-2,980 |
-23.51% |
| Horst & Graben Wealth Management LLC |
97,207 |
74,693 |
-22,514 |
-23.16% |
| Donaldson Capital Management LLC |
22,042 |
16,964 |
-5,078 |
-23.04% |
| Range Financial Group LLC |
19,728 |
15,184 |
-4,544 |
-23.03% |
| Apeiron RIA LLC |
12,758 |
9,902 |
-2,856 |
-22.39% |
| Capital Investment Advisory Services LLC |
116,458 |
92,106 |
-24,352 |
-20.91% |
| One Wealth Advisors LLC |
64,508 |
53,688 |
-10,820 |
-16.77% |
| Private Advisor Group LLC |
677,611 |
575,969 |
-101,642 |
-15.00% |
| Austin Private Wealth LLC |
83,221 |
71,143 |
-12,078 |
-14.51% |
| Pallas Capital Advisors LLC |
10,633 |
9,108 |
-1,525 |
-14.34% |
| Leavell Investment Management Inc. |
65,792 |
56,396 |
-9,396 |
-14.28% |
| International Assets Investment Management LLC |
22,599 |
19,477 |
-3,122 |
-13.81% |
| Centurion Wealth Management LLC |
26,397 |
22,996 |
-3,401 |
-12.88% |
| Hoxton Planning & Management LLC |
68,467 |
59,851 |
-8,616 |
-12.58% |
| Columbus Macro LLC |
16,317 |
14,290 |
-2,027 |
-12.42% |
| Cooper Financial Group |
12,721 |
11,183 |
-1,538 |
-12.09% |
| Tempus Wealth Planning LLC |
28,125 |
25,053 |
-3,072 |
-10.92% |
| David R. Rahn & Associates Inc. |
112,537 |
100,318 |
-12,219 |
-10.86% |
| Spire Wealth Management |
106,681 |
95,222 |
-11,459 |
-10.74% |
| MA Private Wealth |
53,247 |
47,535 |
-5,712 |
-10.73% |
| Verdence Capital Advisors LLC |
20,724 |
18,600 |
-2,124 |
-10.25% |
| Crestmont Private Wealth LLC |
146,995 |
132,075 |
-14,920 |
-10.15% |
| Sollinda Capital Management LLC |
92,997 |
83,605 |
-9,392 |
-10.10% |
| GPS Wealth Strategies Group LLC |
688 |
624 |
-64 |
-9.30% |
| Raymond James & Associates |
470,506 |
427,923 |
-42,583 |
-9.05% |
| RDA Financial Network |
9,799 |
8,970 |
-829 |
-8.46% |
| Brown Advisory Inc. |
1,124,513 |
1,032,525 |
-91,988 |
-8.18% |
| Stratos Wealth Advisors LLC |
15,285 |
14,050 |
-1,235 |
-8.08% |
| Rosenberg Matthew Hamilton |
13,203 |
12,219 |
-984 |
-7.45% |
| Brookstone Capital Management |
1,722,031 |
1,600,267 |
-121,764 |
-7.07% |
| Tennessee Valley Asset Management Partners |
39,565 |
36,925 |
-2,640 |
-6.67% |
| Mayflower Financial Advisors LLC |
29,566 |
27,692 |
-1,874 |
-6.34% |
| Capital Asset Advisory Services LLC |
22,298 |
20,900 |
-1,398 |
-6.27% |
| J.W. Cole Advisors Inc. |
16,960 |
15,968 |
-992 |
-5.85% |
| GDS Wealth Management |
9,308 |
8,881 |
-427 |
-4.59% |
| Stableford Capital II LLC |
44,130 |
42,379 |
-1,751 |
-3.97% |
| Apella Capital LLC |
15,129 |
14,549 |
-580 |
-3.83% |
| Mather Group LLC. |
236,456 |
227,892 |
-8,564 |
-3.62% |
| BKD Wealth Advisors LLC |
23,451 |
22,611 |
-840 |
-3.58% |
| Financial Advisory Service Inc. |
539 |
523 |
-16 |
-2.97% |
| Iron Financial LLC |
67,713 |
65,977 |
-1,736 |
-2.56% |
| Principal Financial Group Inc. |
39,932 |
38,988 |
-944 |
-2.36% |
| Congress Wealth Management LLC DE |
222,360 |
219,038 |
-3,322 |
-1.49% |
| Strategic Investment Advisors MI |
278,067 |
274,100 |
-3,967 |
-1.43% |
| Willis Johnson & Associates Inc. |
46,975 |
46,541 |
-434 |
-0.92% |
| Acorn Wealth Advisors LLC |
9,448 |
9,374 |
-74 |
-0.78% |
| Foster & Motley Inc. |
38,709 |
38,448 |
-261 |
-0.67% |
| Heritage Wealth Management LLC |
34,327 |
34,130 |
-197 |
-0.57% |
| FSC Wealth Advisors LLC |
1,058 |
1,057 |
-1 |
-0.09% |
| 13F Filers Exiting GOVT |
|---|
| Halpern Financial Inc. |
13 |
0 |
-13 |
-100.00% |
| Altiora Financial Group LLC |
33,270 |
0 |
-33,270 |
-100.00% |
| Union Savings Bank |
1,404 |
0 |
-1,404 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
187 |
0 |
-187 |
-100.00% |
| Register Financial Advisors LLC |
93 |
0 |
-93 |
-100.00% |
| Fortitude Family Office LLC |
4,136 |
0 |
-4,136 |
-100.00% |
| SJS Investment Consulting Inc. |
2,115 |
0 |
-2,115 |
-100.00% |
| Independent Wealth Network Inc. |
32,302 |
0 |
-32,302 |
-100.00% |
| Newbridge Financial Services Group Inc. |
252 |
0 |
-252 |
-100.00% |
| Williams Financial LLC |
204,909 |
0 |
-204,909 |
-100.00% |
| Strategic Equity Management |
183,688 |
0 |
-183,688 |
-100.00% |
| Clearview Wealth Advisors LLC |
14,358 |
0 |
-14,358 |
-100.00% |
| Hexagon Capital Partners LLC |
271 |
0 |
-271 |
-100.00% |
| Aprio Wealth Management LLC |
15,432 |
0 |
-15,432 |
-100.00% |
| Arkadios Wealth Advisors |
15,116 |
0 |
-15,116 |
-100.00% |
| Market Street Wealth Management Advisors LLC |
18,159 |
0 |
-18,159 |
-100.00% |
| Lindbrook Capital LLC |
87 |
0 |
-87 |
-100.00% |
| Criterion Capital Advisors LLC |
1,379 |
0 |
-1,379 |
-100.00% |
| Wagner Wealth Management LLC |
4,473 |
0 |
-4,473 |
-100.00% |
| Kovack Advisors Inc. |
9,979 |
0 |
-9,979 |
-100.00% |
| Meridian Wealth Management LLC |
205,656 |
0 |
-205,656 |
-100.00% |
| Sugarloaf Wealth Management LLC |
1,000 |
0 |
-1,000 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
4,193 |
0 |
-4,193 |
-100.00% |
| Dakota Wealth Management |
9,227 |
0 |
-9,227 |
-100.00% |
| Richardson Capital Management LLC |
263 |
0 |
-263 |
-100.00% |
| Alpha Cubed Investments LLC |
190,892 |
0 |
-190,892 |
-100.00% |
| Smith Anglin Financial LLC |
19,273 |
0 |
-19,273 |
-100.00% |
| Arlington Partners LLC |
441 |
0 |
-441 |
-100.00% |
| Strategy Asset Managers LLC |
9,208 |
0 |
-9,208 |
-100.00% |
| Pinnacle Financial Partners Inc. |
10,867 |
0 |
-10,867 |
-100.00% |
See Summary: Institutional Holders of GOVT
See Details: Top 10 Hedge Funds Holding GOVT
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