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|
|
This page summarizes the RSP 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 RSP 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 RSP Share Count |
|---|
| Quattro Financial Advisors LLC |
158 |
69,087 |
+68,929 |
+43625.95% |
| Stony Point Wealth Management Inc. |
1,410 |
97,692 |
+96,282 |
+6828.51% |
| Steele Capital Management Inc. |
8,911 |
163,020 |
+154,109 |
+1729.42% |
| Requisite Capital Management LLC |
23,944 |
180,968 |
+157,024 |
+655.80% |
| WASHINGTON TRUST Co |
1,138 |
7,561 |
+6,423 |
+564.41% |
| Pinnacle Wealth Management Group Inc. |
5,671 |
24,192 |
+18,521 |
+326.59% |
| Inscription Capital LLC |
1,349 |
5,430 |
+4,081 |
+302.52% |
| One Day In July LLC |
8,478 |
33,323 |
+24,845 |
+293.05% |
| Advisor Resource Council |
21,689 |
72,547 |
+50,858 |
+234.49% |
| GAMMA Investing LLC |
241 |
800 |
+559 |
+231.95% |
| Montis Financial LLC |
2,761 |
8,723 |
+5,962 |
+215.94% |
| Elevated Capital Advisors LLC |
11,652 |
36,326 |
+24,674 |
+211.76% |
| Venturi Wealth Management LLC |
4,177 |
12,998 |
+8,821 |
+211.18% |
| Dakota Wealth Management |
116,532 |
351,964 |
+235,432 |
+202.03% |
| Wealthcare Advisory Partners LLC |
13,744 |
40,480 |
+26,736 |
+194.53% |
| PFG Investments LLC |
5,406 |
15,333 |
+9,927 |
+183.63% |
| Pallas Capital Advisors LLC |
12,947 |
35,372 |
+22,425 |
+173.21% |
| American National Bank |
888 |
2,023 |
+1,135 |
+127.82% |
| Arcus Capital Partners LLC |
5,585 |
12,322 |
+6,737 |
+120.63% |
| Clear Creek Financial Management LLC |
20,815 |
45,726 |
+24,911 |
+119.68% |
| Wealth Alliance Advisory Group LLC |
44,110 |
95,164 |
+51,054 |
+115.74% |
| Park Place Capital Corp |
12,810 |
26,642 |
+13,832 |
+107.98% |
| Kingswood Wealth Advisors LLC |
2,196 |
4,534 |
+2,338 |
+106.47% |
| Optimum Investment Advisors |
1,110 |
2,170 |
+1,060 |
+95.50% |
| Voisard Asset Management Group Inc. |
6,980 |
13,415 |
+6,435 |
+92.19% |
| Wealthfront Advisers LLC |
9,641 |
18,347 |
+8,706 |
+90.30% |
| Bangor Savings Bank |
3,344 |
6,319 |
+2,975 |
+88.97% |
| Atlas Brown Inc. |
1,278 |
2,394 |
+1,116 |
+87.32% |
| Marino Stram & Associates LLC |
8,661 |
15,760 |
+7,099 |
+81.97% |
| Signal Advisors Wealth LLC |
3,764 |
6,729 |
+2,965 |
+78.77% |
| Mirador Capital Partners LP |
3,102 |
5,515 |
+2,413 |
+77.79% |
| Parkside Investments LLC |
14,917 |
26,322 |
+11,405 |
+76.46% |
| Calton & Associates Inc. |
1,732 |
2,982 |
+1,250 |
+72.17% |
| International Assets Investment Management LLC |
6,659 |
10,700 |
+4,041 |
+60.68% |
| Strategic Financial Concepts LLC |
33,590 |
53,864 |
+20,274 |
+60.36% |
| Manning & Napier Group LLC |
102,698 |
160,917 |
+58,219 |
+56.69% |
| Radnor Capital Management LLC |
2,142 |
3,297 |
+1,155 |
+53.92% |
| Transform Wealth LLC |
83,601 |
126,994 |
+43,393 |
+51.90% |
| TrueWealth Advisors LLC |
10,120 |
15,313 |
+5,193 |
+51.31% |
| Lunt Capital Management Inc. |
12,602 |
19,022 |
+6,420 |
+50.94% |
| Sugarloaf Wealth Management LLC |
79,155 |
118,237 |
+39,082 |
+49.37% |
| Atlantic Union Bankshares Corp |
1,991 |
2,932 |
+941 |
+47.26% |
| ZRC Wealth Management LLC |
12,179 |
17,790 |
+5,611 |
+46.07% |
| CVA Family Office LLC |
483 |
703 |
+220 |
+45.55% |
| Spectrum Asset Management Inc. NB CA |
23,066 |
33,487 |
+10,421 |
+45.18% |
| Buffington Mohr McNeal |
26,476 |
37,913 |
+11,437 |
+43.20% |
| NovaPoint Capital LLC |
27,323 |
38,961 |
+11,638 |
+42.59% |
| Covenant Asset Management LLC |
3,287 |
4,587 |
+1,300 |
+39.55% |
| Guidance Capital Inc. |
16,284 |
22,696 |
+6,412 |
+39.38% |
| Retirement Planning Group |
2,314 |
3,182 |
+868 |
+37.51% |
| Independence Bank of Kentucky |
1,785 |
2,454 |
+669 |
+37.48% |
| Wealth Enhancement Advisory Services LLC |
266,395 |
366,115 |
+99,720 |
+37.43% |
| Cedar Brook Financial Partners LLC |
1,477 |
2,024 |
+547 |
+37.03% |
| Steel Peak Wealth Management LLC |
3,525 |
4,828 |
+1,303 |
+36.96% |
| Global Trust Asset Management LLC |
1,758 |
2,388 |
+630 |
+35.84% |
| Leavell Investment Management Inc. |
52,204 |
70,889 |
+18,685 |
+35.79% |
| Valley National Advisers Inc. |
17 |
23 |
+6 |
+35.29% |
| Segment Wealth Management LLC |
2,950 |
3,975 |
+1,025 |
+34.75% |
| Ausdal Financial Partners Inc. |
12,913 |
17,093 |
+4,180 |
+32.37% |
| Access Financial Services Inc. |
22,757 |
29,925 |
+7,168 |
+31.50% |
| Sar Wealth Management Group LLC |
20,651 |
26,733 |
+6,082 |
+29.45% |
| E&G Advisors LP |
28,420 |
36,714 |
+8,294 |
+29.18% |
| YHB Investment Advisors Inc. |
2,225 |
2,870 |
+645 |
+28.99% |
| Colton Groome Financial Advisors LLC |
2,593 |
3,335 |
+742 |
+28.62% |
| Sandbox Financial Partners LLC |
6,218 |
7,962 |
+1,744 |
+28.05% |
| West Coast Financial LLC |
4,960 |
6,310 |
+1,350 |
+27.22% |
| Rainey & Randall Investment Management Inc. |
69,281 |
87,674 |
+18,393 |
+26.55% |
| Krilogy Financial LLC |
15,109 |
19,116 |
+4,007 |
+26.52% |
| Trust Co. of Virginia VA |
1,325 |
1,675 |
+350 |
+26.42% |
| SlateStone Wealth LLC |
6,902 |
8,621 |
+1,719 |
+24.91% |
| Thompson Investment Management Inc. |
118 |
147 |
+29 |
+24.58% |
| First PREMIER Bank |
12,730 |
15,684 |
+2,954 |
+23.21% |
| Summit Trail Advisors LLC |
545,519 |
668,447 |
+122,928 |
+22.53% |
| CWM LLC |
122,101 |
149,501 |
+27,400 |
+22.44% |
| Carret Asset Management LLC |
7,655 |
9,355 |
+1,700 |
+22.21% |
| Galvin Gaustad & Stein LLC |
2,516 |
3,074 |
+558 |
+22.18% |
| Avenue 1 Advisors LLC |
12,293 |
15,005 |
+2,712 |
+22.06% |
| Root Financial Partners LLC |
7,874 |
9,562 |
+1,688 |
+21.44% |
| Trilogy Capital Inc. |
89,247 |
108,121 |
+18,874 |
+21.15% |
| Ignite Planners LLC |
2,079 |
2,516 |
+437 |
+21.02% |
| Southland Equity Partners LLC |
1,413 |
1,709 |
+296 |
+20.95% |
| Cadent Capital Advisors LLC |
79,532 |
96,003 |
+16,471 |
+20.71% |
| Panoramic Investment Advisors LLC |
2,675 |
3,210 |
+535 |
+20.00% |
| Relyea Zuckerberg Hanson LLC |
3,359 |
4,024 |
+665 |
+19.80% |
| Mountain Pacific Investment Advisers Inc. ID |
5,466 |
6,507 |
+1,041 |
+19.05% |
| Ironwood Financial llc |
18,459 |
21,965 |
+3,506 |
+18.99% |
| Sunpointe LLC |
11,857 |
14,108 |
+2,251 |
+18.98% |
| Edge Wealth Management LLC |
2,260 |
2,688 |
+428 |
+18.94% |
| MONECO Advisors LLC |
29,601 |
35,001 |
+5,400 |
+18.24% |
| Maltin Wealth Management Inc. |
14,310 |
16,890 |
+2,580 |
+18.03% |
| Lane & Associates LLC |
13,659 |
16,018 |
+2,359 |
+17.27% |
| Fulton Bank N.A. |
3,340 |
3,823 |
+483 |
+14.46% |
| Sollinda Capital Management LLC |
144,754 |
165,275 |
+20,521 |
+14.18% |
| Allworth Financial LP |
36,482 |
41,597 |
+5,115 |
+14.02% |
| Capital Market Strategies LLC |
4,417 |
5,023 |
+606 |
+13.72% |
| TRUE Private Wealth Advisors |
301,705 |
342,741 |
+41,036 |
+13.60% |
| Live Oak Private Wealth LLC |
1,799 |
2,043 |
+244 |
+13.56% |
| Brookstone Capital Management |
35,297 |
40,069 |
+4,772 |
+13.52% |
| Procyon Private Wealth Partners LLC |
2,180 |
2,464 |
+284 |
+13.03% |
| Cambridge Investment Research Advisors Inc. |
525,819 |
591,111 |
+65,292 |
+12.42% |
| RFG Advisory LLC |
20,216 |
22,582 |
+2,366 |
+11.70% |
| Roth Financial Partners LLC |
87,365 |
97,521 |
+10,156 |
+11.62% |
| JGP Wealth Management LLC |
7,378 |
8,200 |
+822 |
+11.14% |
| Strong Tower Advisory Services |
32,960 |
36,618 |
+3,658 |
+11.10% |
| First National Trust Co |
28,329 |
31,456 |
+3,127 |
+11.04% |
| Banque Cantonale Vaudoise |
357 |
396 |
+39 |
+10.92% |
| MBE Wealth Management LLC |
2,883 |
3,191 |
+308 |
+10.68% |
| Global Retirement Partners LLC |
38,416 |
42,506 |
+4,090 |
+10.65% |
| Parsons Capital Management Inc. RI |
29,807 |
32,889 |
+3,082 |
+10.34% |
| O ROURKE & COMPANY Inc |
17,676 |
19,497 |
+1,821 |
+10.30% |
| Signature Securities Group Corporation |
3,863 |
4,256 |
+393 |
+10.17% |
| Kirr Marbach & Co. LLC IN |
1,990 |
2,190 |
+200 |
+10.05% |
| Papp L Roy & Associates |
51,288 |
56,241 |
+4,953 |
+9.66% |
| Navalign LLC |
30,100 |
32,973 |
+2,873 |
+9.54% |
| Cubic Asset Management LLC |
3,823 |
4,183 |
+360 |
+9.42% |
| Pinnacle Associates Ltd. |
118,031 |
129,140 |
+11,109 |
+9.41% |
| America First Investment Advisors LLC |
2,323 |
2,541 |
+218 |
+9.38% |
| GSG Advisors LLC |
2,307 |
2,521 |
+214 |
+9.28% |
| Mendota Financial Group LLC |
124,501 |
135,171 |
+10,670 |
+8.57% |
| Essex Financial Services Inc. |
69,762 |
75,577 |
+5,815 |
+8.34% |
| Atlas Capital Advisors LLC |
911 |
986 |
+75 |
+8.23% |
| Aspen Investment Management Inc |
42,122 |
45,520 |
+3,398 |
+8.07% |
| McAdam LLC |
239,269 |
258,305 |
+19,036 |
+7.96% |
| Coston McIsaac & Partners |
38 |
41 |
+3 |
+7.89% |
| Pinnacle Bank |
1,290 |
1,390 |
+100 |
+7.75% |
| Quad Cities Investment Group LLC |
33,730 |
36,283 |
+2,553 |
+7.57% |
| CRA Financial Services LLC |
20,768 |
22,222 |
+1,454 |
+7.00% |
| Strategy Asset Managers LLC |
20,352 |
21,732 |
+1,380 |
+6.78% |
| Modus Advisors LLC |
29,725 |
31,563 |
+1,838 |
+6.18% |
| ZWJ Investment Counsel Inc. |
35,225 |
37,400 |
+2,175 |
+6.17% |
| Meadow Creek Wealth Advisors LLC |
11,568 |
12,280 |
+712 |
+6.15% |
| Trueblood Wealth Management LLC |
7,587 |
8,047 |
+460 |
+6.06% |
| First Financial Bank Trust Division |
45,839 |
48,602 |
+2,763 |
+6.03% |
| Hengehold Capital Management LLC |
2,682 |
2,843 |
+161 |
+6.00% |
| Pegasus Partners Ltd. |
3,780 |
3,977 |
+197 |
+5.21% |
| Carmichael Hill & Associates Inc. |
31,048 |
32,658 |
+1,610 |
+5.19% |
| Breakwater Capital Group |
79,384 |
83,502 |
+4,118 |
+5.19% |
| Sunbelt Securities Inc. |
10,142 |
10,645 |
+503 |
+4.96% |
| Raymond James Financial Services Advisors Inc. |
2,117,447 |
2,213,499 |
+96,052 |
+4.54% |
| Davis Investment Partners LLC |
151,475 |
158,316 |
+6,841 |
+4.52% |
| Rooted Wealth Advisors Inc. |
4,810 |
5,027 |
+217 |
+4.51% |
| Muirfield Wealth Advisors LLC |
71,683 |
74,793 |
+3,110 |
+4.34% |
| Summit Financial LLC |
34,430 |
35,909 |
+1,479 |
+4.30% |
| SignalPoint Asset Management LLC |
1,659 |
1,729 |
+70 |
+4.22% |
| Fifth Third Bancorp |
12,224 |
12,739 |
+515 |
+4.21% |
| Daymark Wealth Partners LLC |
1,962 |
2,044 |
+82 |
+4.18% |
| Carr Financial Group Corp |
8,783 |
9,149 |
+366 |
+4.17% |
| Epic Trust Investment Advisors LLC |
32,355 |
33,629 |
+1,274 |
+3.94% |
| Channel Wealth LLC |
1,637 |
1,699 |
+62 |
+3.79% |
| Capital Advisors Wealth Management LLC |
1,337 |
1,383 |
+46 |
+3.44% |
| TAP Consulting LLC |
23,768 |
24,527 |
+759 |
+3.19% |
| West Oak Capital LLC |
4,065 |
4,190 |
+125 |
+3.08% |
| First Horizon Advisors Inc. |
146,373 |
150,645 |
+4,272 |
+2.92% |
| Ndwm LLC |
31,544 |
32,463 |
+919 |
+2.91% |
| Chemistry Wealth Management LLC |
5,173 |
5,323 |
+150 |
+2.90% |
| Arvest Investments Inc. |
242,219 |
249,075 |
+6,856 |
+2.83% |
| Principle Wealth Partners LLC |
2,485 |
2,555 |
+70 |
+2.82% |
| Latitude Advisors LLC |
3,439 |
3,529 |
+90 |
+2.62% |
| Courage Miller Partners LLC |
45,436 |
46,623 |
+1,187 |
+2.61% |
| Compton Wealth Advisory Group LLC |
82,690 |
84,796 |
+2,106 |
+2.55% |
| Versant Capital Management Inc |
478 |
490 |
+12 |
+2.51% |
| Capital Advisors Ltd. LLC |
82,379 |
84,428 |
+2,049 |
+2.49% |
| Dynamic Advisor Solutions LLC |
54,513 |
55,865 |
+1,352 |
+2.48% |
| LongView Wealth Management |
5,015 |
5,136 |
+121 |
+2.41% |
| Vicus Capital |
195,613 |
200,306 |
+4,693 |
+2.40% |
| Curbstone Financial Management Corp |
38,667 |
39,557 |
+890 |
+2.30% |
| Key Client Fiduciary Advisors LLC |
4,193 |
4,288 |
+95 |
+2.27% |
| Spire Wealth Management |
27,321 |
27,937 |
+616 |
+2.25% |
| Matthew Goff Investment Advisor LLC |
99,899 |
102,102 |
+2,203 |
+2.21% |
| Round Rock Advisors LLC |
58,657 |
59,936 |
+1,279 |
+2.18% |
| Grant GrossMendelsohn LLC |
11,029 |
11,245 |
+216 |
+1.96% |
| Prestige Wealth Management Group LLC |
54 |
55 |
+1 |
+1.85% |
| Dupree Financial Group LLC |
29,599 |
30,105 |
+506 |
+1.71% |
| L.M. Kohn & Company |
12,314 |
12,514 |
+200 |
+1.62% |
| Ritholtz Wealth Management |
2,277 |
2,314 |
+37 |
+1.62% |
| Twelve Points Wealth Management LLC |
13,167 |
13,357 |
+190 |
+1.44% |
| Everett Harris & Co. CA |
4,631 |
4,696 |
+65 |
+1.40% |
| Investment Advisory Services Inc. TX ADV |
18,800 |
19,047 |
+247 |
+1.31% |
| Apexium Financial LP |
14,908 |
15,077 |
+169 |
+1.13% |
| Lbmc Investment Advisors LLC |
1,325,427 |
1,340,113 |
+14,686 |
+1.11% |
| Telos Capital Management Inc. |
16,748 |
16,929 |
+181 |
+1.08% |
| PSI Advisors LLC |
949 |
959 |
+10 |
+1.05% |
| Annapolis Financial Services LLC |
46,759 |
47,236 |
+477 |
+1.02% |
| StoneCrest Wealth Management Inc. |
25,544 |
25,788 |
+244 |
+0.96% |
| Well Done LLC |
44,525 |
44,948 |
+423 |
+0.95% |
| Sebold Capital Management Inc. |
164,437 |
165,926 |
+1,489 |
+0.91% |
| Luken Investment Analytics LLC |
60,050 |
60,587 |
+537 |
+0.89% |
| Private Trust Co. NA |
16,023 |
16,164 |
+141 |
+0.88% |
| CX Institutional |
86,608 |
87,373 |
+765 |
+0.88% |
| Kellett Schaffner Wealth Advisors LLC |
4,016 |
4,049 |
+33 |
+0.82% |
| Solstein Capital LLC |
134 |
135 |
+1 |
+0.75% |
| Schnieders Capital Management LLC |
3,274 |
3,298 |
+24 |
+0.73% |
| American Financial Advisors LLC |
7,169 |
7,220 |
+51 |
+0.71% |
| Sageworth Trust Co |
79,680 |
80,231 |
+551 |
+0.69% |
| Courier Capital LLC |
196,883 |
198,226 |
+1,343 |
+0.68% |
| Strategies Wealth Advisors LLC |
3,099 |
3,120 |
+21 |
+0.68% |
| Shepherd Financial Partners LLC |
232,038 |
233,564 |
+1,526 |
+0.66% |
| Parisi Gray Wealth Management |
10,404 |
10,472 |
+68 |
+0.65% |
| Sterneck Capital Management LLC |
100,741 |
101,388 |
+647 |
+0.64% |
| Raymond James Trust N.A. |
79,993 |
80,463 |
+470 |
+0.59% |
| HT Partners LLC |
2,325 |
2,337 |
+12 |
+0.52% |
| Acorn Wealth Advisors LLC |
14,519 |
14,589 |
+70 |
+0.48% |
| Patten Group Inc. |
8,187 |
8,224 |
+37 |
+0.45% |
| Wagner Wealth Management LLC |
226 |
227 |
+1 |
+0.44% |
| Hubbell Strickland Wealth Management LLC |
1,377 |
1,383 |
+6 |
+0.44% |
| Bogart Wealth LLC |
697 |
700 |
+3 |
+0.43% |
| Peterson Wealth Advisors LLC |
3,967 |
3,983 |
+16 |
+0.40% |
| Berger Financial Group Inc |
3,827 |
3,841 |
+14 |
+0.37% |
| Westbourne Investment Advisors Inc. |
1,922 |
1,929 |
+7 |
+0.36% |
| Criterion Capital Advisors LLC |
5,893 |
5,914 |
+21 |
+0.36% |
| Atticus Wealth Management LLC |
2,681 |
2,690 |
+9 |
+0.34% |
| Register Financial Advisors LLC |
4,973 |
4,990 |
+17 |
+0.34% |
| Santori & Peters Inc. |
2,632 |
2,640 |
+8 |
+0.30% |
| LexAurum Advisors LLC |
7,712 |
7,734 |
+22 |
+0.29% |
| Kennicott Capital Management LLC |
12,841 |
12,874 |
+33 |
+0.26% |
| Paragon Capital Management Ltd |
1,437 |
1,440 |
+3 |
+0.21% |
| McGlone Suttner Wealth Management Inc. |
3,067 |
3,072 |
+5 |
+0.16% |
| Clifford Swan Investment Counsel LLC |
3,474 |
3,479 |
+5 |
+0.14% |
| SeaCrest Wealth Management LLC |
4,182 |
4,188 |
+6 |
+0.14% |
| Mayfair Advisory Group LLC |
1,416 |
1,418 |
+2 |
+0.14% |
| Founders Capital Management |
2,621 |
2,624 |
+3 |
+0.11% |
| Blue Bell Private Wealth Management LLC |
42,299 |
42,336 |
+37 |
+0.09% |
| Integrated Investment Consultants LLC |
1,488 |
1,489 |
+1 |
+0.07% |
| Manchester Financial Inc. |
314,625 |
314,803 |
+178 |
+0.06% |
| Trinity Wealth Management LLC |
1,566 |
1,567 |
+1 |
+0.06% |
| TruWealth Advisors LLC |
4,052 |
4,054 |
+2 |
+0.05% |
| CAP Partners LLC |
1,872 |
1,873 |
+1 |
+0.05% |
| MorganRosel Wealth Management LLC |
4,445 |
4,447 |
+2 |
+0.04% |
| Tsfg LLC |
9,124 |
9,128 |
+4 |
+0.04% |
| Fragasso Group Inc. |
2,868 |
2,869 |
+1 |
+0.03% |
| Weaver Consulting Group |
3,304 |
3,305 |
+1 |
+0.03% |
| Essex Private Wealth Management LLC |
6,267 |
6,268 |
+1 |
+0.02% |
| Chicago Partners Investment Group LLC |
12,167 |
12,168 |
+1 |
+0.01% |
| Sharkey Howes & Javer |
14,100 |
14,101 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In RSP |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
6,945 |
+6,945 |
+100% |
| Advisors Management Group Inc. ADV |
0 |
1,640 |
+1,640 |
+100% |
| Toth Financial Advisory Corp |
0 |
1,240 |
+1,240 |
+100% |
| Beese Fulmer Investment Management Inc. |
0 |
1,189 |
+1,189 |
+100% |
| Lateef Investment Management L.P. |
0 |
2,560 |
+2,560 |
+100% |
| Charter Trust Co. |
0 |
1,257 |
+1,257 |
+100% |
| Smith Chas P & Associates PA Cpas |
0 |
2,128 |
+2,128 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
1,048 |
+1,048 |
+100% |
| Farmers Trust Co. |
0 |
1,936 |
+1,936 |
+100% |
| Sky Investment Group LLC |
0 |
1,290 |
+1,290 |
+100% |
| Founders Financial Securities LLC |
0 |
15,585 |
+15,585 |
+100% |
| AlphaMark Advisors LLC |
0 |
490 |
+490 |
+100% |
| Phocas Financial Corp. |
0 |
2,384 |
+2,384 |
+100% |
| BLB&B Advisors LLC |
0 |
1,236 |
+1,236 |
+100% |
| IMC Chicago LLC |
0 |
31,069 |
+31,069 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
4,092 |
+4,092 |
+100% |
| Advocacy Wealth Management Services LLC |
0 |
4,163 |
+4,163 |
+100% |
| BTC Capital Management Inc. |
0 |
12,000 |
+12,000 |
+100% |
| Teamwork Financial Advisors LLC |
0 |
6,299 |
+6,299 |
+100% |
| Boston Standard Wealth Management LLC |
0 |
1,219 |
+1,219 |
+100% |
| MEMBERS Trust Co |
0 |
1,190 |
+1,190 |
+100% |
| Armor Investment Advisors LLC |
0 |
22 |
+22 |
+100% |
| Lake Hills Wealth Management LLC |
0 |
19,408 |
+19,408 |
+100% |
| Fundamentun LLC |
0 |
142,859 |
+142,859 |
+100% |
| Sage Capital Advisors llc |
0 |
1,452 |
+1,452 |
+100% |
| SimpliFi Inc. |
0 |
56,784 |
+56,784 |
+100% |
| Personal Resources Investment & Strategic Management Inc. |
0 |
78,878 |
+78,878 |
+100% |
| Inlet Private Wealth LLC |
0 |
2,686 |
+2,686 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
7,709 |
+7,709 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
595 |
+595 |
+100% |
| Professional Financial Advisors LLC |
0 |
4,250 |
+4,250 |
+100% |
| Epiq Partners LLC |
0 |
4,242 |
+4,242 |
+100% |
| LifeSteps Financial Inc. |
0 |
49 |
+49 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,180 |
+1,180 |
+100% |
| Vanderbilt University |
0 |
453,944 |
+453,944 |
+100% |
| Harbor Group Inc. |
0 |
1,265 |
+1,265 |
+100% |
| Octavia Wealth Advisors LLC |
0 |
1,203 |
+1,203 |
+100% |
| Marshall Financial Group LLC |
0 |
15,925 |
+15,925 |
+100% |
| Phoenix Wealth Advisors |
0 |
7,895 |
+7,895 |
+100% |
| Kowal Investment Group LLC |
0 |
8,177 |
+8,177 |
+100% |
| Howard Capital Management Group LLC |
0 |
5,767 |
+5,767 |
+100% |
| Hennion & Walsh Asset Management Inc. |
0 |
92,735 |
+92,735 |
+100% |
| Keystone Wealth Services LLC |
0 |
1,561 |
+1,561 |
+100% |
| Bank of New Hampshire |
0 |
2,200 |
+2,200 |
+100% |
| Roberts Wealth Advisors LLC |
0 |
2,925 |
+2,925 |
+100% |
| SJS Investment Consulting Inc. |
0 |
56 |
+56 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
5,710 |
+5,710 |
+100% |
| Eagle Strategies LLC |
0 |
9,341 |
+9,341 |
+100% |
| Zimmermann Investment Management & Planning LLC |
0 |
1,425 |
+1,425 |
+100% |
| SFG Wealth Management LLC. |
0 |
1,182 |
+1,182 |
+100% |
| Morton Brown Family Wealth LLC |
0 |
81 |
+81 |
+100% |
| Simplicity Wealth LLC |
0 |
68,260 |
+68,260 |
+100% |
| Security Financial Services INC. |
0 |
3,487 |
+3,487 |
+100% |
| Global Assets Advisory LLC |
0 |
1,678,793 |
+1,678,793 |
+100% |
| TCP Asset Management LLC |
0 |
1,220 |
+1,220 |
+100% |
| Melfa Wealth Management LLC |
0 |
2,030 |
+2,030 |
+100% |
| Lodestar Private Asset Management LLC |
0 |
1,439 |
+1,439 |
+100% |
| Glass Jacobson Investment Advisors llc |
0 |
310 |
+310 |
+100% |
| Milestone Asset Management LLC |
0 |
6,393 |
+6,393 |
+100% |
| Quarry Hill Advisors LLC |
0 |
1,836 |
+1,836 |
+100% |
| Norden Group LLC |
0 |
8,519 |
+8,519 |
+100% |
| OMNI 360 Wealth Inc. |
0 |
4,858 |
+4,858 |
+100% |
| Focus Financial Network Inc. |
0 |
27,980 |
+27,980 |
+100% |
| Edge Financial Advisors LLC |
0 |
1,232 |
+1,232 |
+100% |
| Accordant Advisory Group Inc |
0 |
691 |
+691 |
+100% |
| Foguth Wealth Management LLC. |
0 |
2,899 |
+2,899 |
+100% |
| Davies Financial Advisors Inc. |
0 |
7,096 |
+7,096 |
+100% |
| Tenon Financial LLC |
0 |
3,555 |
+3,555 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
161 |
161 |
UNCH |
0.00% |
| First Hawaiian Bank |
23,163 |
23,163 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
555 |
555 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
46 |
46 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
8,977 |
8,977 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
3,226 |
3,226 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
5,820 |
5,820 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
585 |
585 |
UNCH |
0.00% |
| Investment Partners LTD. |
3,029 |
3,029 |
UNCH |
0.00% |
| Selway Asset Management |
3,788 |
3,788 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
570 |
570 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
1,491 |
1,491 |
UNCH |
0.00% |
| Penbrook Management LLC |
2,170 |
2,170 |
UNCH |
0.00% |
| Merrion Investment Management Co LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Mad River Investors |
1,626 |
1,626 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
63 |
63 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
145 |
145 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
143 |
143 |
UNCH |
0.00% |
| K.J. Harrison & Partners Inc |
2,105 |
2,105 |
UNCH |
0.00% |
| First National Bank of Mount Dora Trust Investment Services |
19,927 |
19,927 |
UNCH |
0.00% |
| Northwest Bancshares Inc. |
2,729 |
2,729 |
UNCH |
0.00% |
| Asset Allocation & Management Company LLC |
11,468 |
11,468 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
500 |
500 |
UNCH |
0.00% |
| Annex Advisory Services LLC |
4,285 |
4,285 |
UNCH |
0.00% |
| Consolidated Investment Group LLC |
288,800 |
288,800 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
30 |
30 |
UNCH |
0.00% |
| Alaska Permanent Fund Corp |
33,000 |
33,000 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
840 |
840 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
64 |
64 |
UNCH |
0.00% |
| MCF Advisors LLC |
250 |
250 |
UNCH |
0.00% |
| Cambridge Advisors Inc. |
5,981 |
5,981 |
UNCH |
0.00% |
| First Personal Financial Services |
4 |
4 |
UNCH |
0.00% |
| Nicholas Hoffman & Company LLC. |
1,308 |
1,308 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
3,417 |
3,417 |
UNCH |
0.00% |
| Francis Financial Inc. |
7,762 |
7,762 |
UNCH |
0.00% |
| Essex Savings Bank |
3,544 |
3,544 |
UNCH |
0.00% |
| Dougherty Wealth Advisers LLC |
500 |
500 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
20,220 |
20,220 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
208 |
208 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
1,687 |
1,687 |
UNCH |
0.00% |
| Patriot Investment Management Inc. |
11,980 |
11,980 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
12,469 |
12,469 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
23,336 |
23,336 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
3,595 |
3,595 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
115 |
115 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
42 |
42 |
UNCH |
0.00% |
| Sowa Financial Group Inc. |
14,944 |
14,944 |
UNCH |
0.00% |
| waypoint wealth counsel |
2,930 |
2,930 |
UNCH |
0.00% |
| Davis Capital Management |
220 |
220 |
UNCH |
0.00% |
| Disciplined Investments LLC |
1,277 |
1,277 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
190 |
190 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
9 |
9 |
UNCH |
0.00% |
| Southern Farm Bureau Life Insurance |
328,428 |
328,428 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
291 |
291 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
400 |
400 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
88 |
88 |
UNCH |
0.00% |
| Prairiewood Capital LLC |
8,915 |
8,915 |
UNCH |
0.00% |
| Kesler Norman & Wride LLC |
5,093 |
5,093 |
UNCH |
0.00% |
| Bluesphere Advisors LLC |
2,980 |
2,980 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
93 |
93 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
303 |
303 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
87 |
87 |
UNCH |
0.00% |
| RiverTree Advisors LLC |
1,364 |
1,364 |
UNCH |
0.00% |
| Austin Asset Management Co Inc |
4,000 |
4,000 |
UNCH |
0.00% |
| Long Run Wealth Advisors LLC |
1,929 |
1,929 |
UNCH |
0.00% |
| Hedges Asset Management LLC |
3,500 |
3,500 |
UNCH |
0.00% |
| City State Bank |
629 |
629 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
326 |
326 |
UNCH |
0.00% |
| Horizons Wealth Management |
3,569 |
3,569 |
UNCH |
0.00% |
| Cyndeo Wealth Partners LLC |
1,380 |
1,380 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
128 |
128 |
UNCH |
0.00% |
| Stephens Consulting LLC |
6,413 |
6,413 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
5,656 |
5,656 |
UNCH |
0.00% |
| Rockwood Wealth Management LLC |
1,371 |
1,371 |
UNCH |
0.00% |
| Financiere des Professionnels Fonds d investissement inc. |
48,500 |
48,500 |
UNCH |
0.00% |
| Financial Perspectives Inc |
185 |
185 |
UNCH |
0.00% |
| Sentry LLC |
6,291 |
6,291 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
162 |
162 |
UNCH |
0.00% |
| Mustard Seed Financial LLC |
2,348 |
2,348 |
UNCH |
0.00% |
| Schulz Wealth LTD. |
2,140 |
2,140 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
22 |
22 |
UNCH |
0.00% |
| 13F Filers Decreasing RSP Share Count |
|---|
| Cutler Group LP |
22,916 |
2 |
-22,914 |
-99.99% |
| Bricktown Capital LLC |
320,824 |
15,940 |
-304,884 |
-95.03% |
| Gradient Investments LLC |
1,560 |
105 |
-1,455 |
-93.27% |
| Red Tortoise LLC |
3,276 |
625 |
-2,651 |
-80.92% |
| EFG Asset Management Americas Corp. |
8,304 |
2,070 |
-6,234 |
-75.07% |
| Sound Income Strategies LLC |
22,496 |
5,916 |
-16,580 |
-73.70% |
| Advance Capital Management Inc. |
209,845 |
64,128 |
-145,717 |
-69.44% |
| Sanders Morris Harris LLC |
32,030 |
11,077 |
-20,953 |
-65.42% |
| Hart & Patterson Financial Group LLC |
51,426 |
20,313 |
-31,113 |
-60.50% |
| Clarus Wealth Advisors |
73,885 |
29,928 |
-43,957 |
-59.49% |
| Blue Chip Partners Inc. |
24,388 |
9,904 |
-14,484 |
-59.39% |
| Tyche Wealth Partners LLC |
3,950 |
1,811 |
-2,139 |
-54.15% |
| Conscious Wealth Investments LLC |
9,947 |
4,863 |
-5,084 |
-51.11% |
| Capital Investment Advisory Services LLC |
166,791 |
88,221 |
-78,570 |
-47.11% |
| Retireful LLC |
177,944 |
97,656 |
-80,288 |
-45.12% |
| Stratos Wealth Advisors LLC |
24,953 |
13,921 |
-11,032 |
-44.21% |
| Triumph Capital Management |
8,645 |
4,966 |
-3,679 |
-42.56% |
| BKD Wealth Advisors LLC |
269,354 |
155,019 |
-114,335 |
-42.45% |
| Vigilare Wealth Management |
2,140 |
1,233 |
-907 |
-42.38% |
| NBT Bank N A NY |
3,277 |
1,926 |
-1,351 |
-41.23% |
| Newbridge Financial Services Group Inc. |
1,085 |
641 |
-444 |
-40.92% |
| Kathleen S. Wright Associates Inc. |
2,670 |
1,610 |
-1,060 |
-39.70% |
| Northeast Financial Group Inc. |
54,184 |
32,983 |
-21,201 |
-39.13% |
| Moody Lynn & Lieberson LLC |
10,977 |
6,895 |
-4,082 |
-37.19% |
| Donaldson Capital Management LLC |
4,557 |
2,870 |
-1,687 |
-37.02% |
| Aprio Wealth Management LLC |
7,181 |
4,791 |
-2,390 |
-33.28% |
| Silverlake Wealth Management LLC |
3,848 |
2,604 |
-1,244 |
-32.33% |
| Capital Asset Advisory Services LLC |
3,746 |
2,652 |
-1,094 |
-29.20% |
| Mechanics Bank Trust Department |
1,855 |
1,335 |
-520 |
-28.03% |
| Bay Harbor Wealth Management LLC |
52 |
38 |
-14 |
-26.92% |
| BKM Wealth Management LLC |
16,005 |
11,770 |
-4,235 |
-26.46% |
| Outlook Wealth Advisors LLC |
18,440 |
13,939 |
-4,501 |
-24.41% |
| Asio Capital LLC |
2,600 |
2,000 |
-600 |
-23.08% |
| WFA Asset Management Corp |
142,210 |
110,125 |
-32,085 |
-22.56% |
| Dupont Capital Management Corp |
165,679 |
129,302 |
-36,377 |
-21.96% |
| Flagship Harbor Advisors LLC |
2,042 |
1,607 |
-435 |
-21.30% |
| MJP Associates Inc. ADV |
17,375 |
13,693 |
-3,682 |
-21.19% |
| Atwood & Palmer Inc. |
448 |
358 |
-90 |
-20.09% |
| Alpha Cubed Investments LLC |
18,864 |
15,559 |
-3,305 |
-17.52% |
| Accurate Wealth Management LLC |
10,463 |
8,731 |
-1,732 |
-16.55% |
| Strategic Blueprint LLC |
5,670 |
4,743 |
-927 |
-16.35% |
| PPS&V Asset Management Consultants Inc. |
2,763 |
2,318 |
-445 |
-16.11% |
| McElhenny Sheffield Capital Management LLC |
10,258 |
8,663 |
-1,595 |
-15.55% |
| Appleton Partners Inc. MA |
1,952 |
1,660 |
-292 |
-14.96% |
| Bank of New York Mellon Corp |
1,561,581 |
1,332,809 |
-228,772 |
-14.65% |
| Coastline Trust Co |
14,078 |
12,024 |
-2,054 |
-14.59% |
| Cornerstone Wealth Management LLC |
9,253 |
7,937 |
-1,316 |
-14.22% |
| Legend Financial Advisors Inc. |
1,020 |
884 |
-136 |
-13.33% |
| MKT Advisors LLC |
4,285 |
3,723 |
-562 |
-13.12% |
| Wedmont Private Capital |
2,736 |
2,388 |
-348 |
-12.72% |
| CHURCHILL MANAGEMENT Corp |
41,467 |
36,244 |
-5,223 |
-12.60% |
| Aspiriant LLC |
38,991 |
34,122 |
-4,869 |
-12.49% |
| Redmont Wealth Advisors LLC |
56,541 |
49,544 |
-6,997 |
-12.38% |
| PCG Wealth Advisors LLC |
25,018 |
21,933 |
-3,085 |
-12.33% |
| Park Avenue Securities LLC |
43,273 |
38,001 |
-5,272 |
-12.18% |
| Financial Partners Group LLC |
2,260 |
2,003 |
-257 |
-11.37% |
| Elk River Wealth Management LLC |
207,667 |
184,553 |
-23,114 |
-11.13% |
| Perkins Coie Trust Co |
9,980 |
8,907 |
-1,073 |
-10.75% |
| Grimes & Company Inc. |
201,153 |
180,196 |
-20,957 |
-10.42% |
| Hartford Financial Management Inc. |
8,896 |
7,978 |
-918 |
-10.32% |
| Tilia Fiduciary Partners Inc. |
7,004 |
6,285 |
-719 |
-10.27% |
| Opal Wealth Advisors LLC |
4,775 |
4,286 |
-489 |
-10.24% |
| Harbor Investment Advisory LLC |
54,301 |
49,030 |
-5,271 |
-9.71% |
| Aspire Private Capital LLC |
485 |
438 |
-47 |
-9.69% |
| Benchmark Financial Wealth Advisors LLC |
33,652 |
30,410 |
-3,242 |
-9.63% |
| Stratos Wealth Partners LTD. |
511,117 |
466,637 |
-44,480 |
-8.70% |
| Fulcrum Equity Management |
1,459 |
1,335 |
-124 |
-8.50% |
| Regions Financial Corp |
7,787 |
7,132 |
-655 |
-8.41% |
| Taylor & Morgan Wealth Management LLC |
49,547 |
45,478 |
-4,069 |
-8.21% |
| Osborne Partners Capital Management LLC |
15,839 |
14,638 |
-1,201 |
-7.58% |
| Mather Group LLC. |
2,950 |
2,734 |
-216 |
-7.32% |
| MTM Investment Management LLC |
15,116 |
14,033 |
-1,083 |
-7.16% |
| Legacy Financial Strategies LLC |
3,415 |
3,175 |
-240 |
-7.03% |
| Clarity Financial LLC |
1,553 |
1,444 |
-109 |
-7.02% |
| Strategic Investment Advisors MI |
3,916 |
3,641 |
-275 |
-7.02% |
| First Merchants Corp |
15,177 |
14,145 |
-1,032 |
-6.80% |
| Salem Investment Counselors Inc. |
2,913 |
2,730 |
-183 |
-6.28% |
| Country Club Bank GFN |
7,371 |
6,908 |
-463 |
-6.28% |
| Tennessee Valley Asset Management Partners |
4,613 |
4,334 |
-279 |
-6.05% |
| Andina Capital Management LLC |
7,283 |
6,844 |
-439 |
-6.03% |
| Johnson Bixby & Associates LLC |
50,408 |
47,451 |
-2,957 |
-5.87% |
| RDA Financial Network |
10,171 |
9,585 |
-586 |
-5.76% |
| Greenfield Savings Bank |
6,455 |
6,122 |
-333 |
-5.16% |
| M&R Capital Management Inc. |
499 |
474 |
-25 |
-5.01% |
| Howard Financial Services LTD. |
237,847 |
226,174 |
-11,673 |
-4.91% |
| Brown Advisory Inc. |
542,104 |
515,898 |
-26,206 |
-4.83% |
| Sightline Wealth Advisors LLC |
159,971 |
152,553 |
-7,418 |
-4.64% |
| Harbour Capital Advisors LLC |
2,407 |
2,296 |
-111 |
-4.61% |
| MinichMacGregor Wealth Management LLC |
3,037 |
2,900 |
-137 |
-4.51% |
| KWB Wealth |
14,487 |
13,852 |
-635 |
-4.38% |
| Webster Bank N. A. |
1,584 |
1,516 |
-68 |
-4.29% |
| Amplius Wealth Advisors LLC |
51,064 |
48,958 |
-2,106 |
-4.12% |
| Equitable Trust Co. |
107,775 |
103,352 |
-4,423 |
-4.10% |
| Capitol Family Office Inc. |
26,231 |
25,165 |
-1,066 |
-4.06% |
| Colorado Capital Management Inc. |
6,352 |
6,095 |
-257 |
-4.05% |
| Bfsg LLC |
4,599 |
4,413 |
-186 |
-4.04% |
| Activest Wealth Management |
150,762 |
144,820 |
-5,942 |
-3.94% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
126,703 |
122,055 |
-4,648 |
-3.67% |
| Zhang Financial LLC |
2,622 |
2,527 |
-95 |
-3.62% |
| American Institute for Advanced Investment Management LLP |
9,184 |
8,861 |
-323 |
-3.52% |
| Morton Capital Management LLC CA |
4,243 |
4,097 |
-146 |
-3.44% |
| Lake Street Financial LLC |
27,700 |
26,826 |
-874 |
-3.16% |
| Barrett & Company Inc. |
6,513 |
6,320 |
-193 |
-2.96% |
| Madison Park Capital Advisors LLC |
6,885 |
6,682 |
-203 |
-2.95% |
| Provident Wealth Management LLC |
35,242 |
34,216 |
-1,026 |
-2.91% |
| Cooksen Wealth LLC |
4,187 |
4,072 |
-115 |
-2.75% |
| UMB Bank N A MO |
6,218 |
6,049 |
-169 |
-2.72% |
| OLD National Bancorp IN |
6,775 |
6,595 |
-180 |
-2.66% |
| Market Street Wealth Management Advisors LLC |
29,967 |
29,181 |
-786 |
-2.62% |
| Smith Anglin Financial LLC |
25,778 |
25,112 |
-666 |
-2.58% |
| Summit Financial Group Inc. |
51,583 |
50,251 |
-1,332 |
-2.58% |
| CENTRAL TRUST Co |
419,949 |
409,806 |
-10,143 |
-2.42% |
| Legacy Private Trust Co. |
23,805 |
23,254 |
-551 |
-2.31% |
| Ameliora Wealth Management Ltd. |
33,270 |
32,517 |
-753 |
-2.26% |
| Purus Wealth Management LLC |
1,610 |
1,574 |
-36 |
-2.24% |
| Kaydan Wealth Management Inc. |
155,104 |
151,681 |
-3,423 |
-2.21% |
| Bouchey Financial Group Ltd |
18,596 |
18,218 |
-378 |
-2.03% |
| Fortune Financial Advisors LLC |
15,737 |
15,426 |
-311 |
-1.98% |
| Verdence Capital Advisors LLC |
5,934 |
5,824 |
-110 |
-1.85% |
| Indiana Trust & Investment Management CO |
2,696 |
2,646 |
-50 |
-1.85% |
| Gilman Hill Asset Management LLC |
9,531 |
9,356 |
-175 |
-1.84% |
| Private Capital Management LLC |
2,159 |
2,120 |
-39 |
-1.81% |
| Romano Brothers AND Company |
2,734 |
2,685 |
-49 |
-1.79% |
| Prairie Sky Financial Group LLC |
56,189 |
55,192 |
-997 |
-1.77% |
| Nvest Financial LLC |
4,140 |
4,068 |
-72 |
-1.74% |
| Trust Co |
34,471 |
33,870 |
-601 |
-1.74% |
| Private Wealth Group LLC |
50,469 |
49,589 |
-880 |
-1.74% |
| Raymond James & Associates |
1,471,280 |
1,446,364 |
-24,916 |
-1.69% |
| NBC Securities Inc. |
15,987 |
15,719 |
-268 |
-1.68% |
| GFS Advisors LLC |
30,788 |
30,283 |
-505 |
-1.64% |
| Baker Ellis Asset Management LLC |
19,239 |
18,939 |
-300 |
-1.56% |
| Monument Capital Management |
14,752 |
14,541 |
-211 |
-1.43% |
| McKinley Carter Wealth Services Inc. |
9,764 |
9,625 |
-139 |
-1.42% |
| Wetzel Investment Advisors Inc. |
2,897 |
2,859 |
-38 |
-1.31% |
| Total Investment Management Inc. |
413,196 |
407,813 |
-5,383 |
-1.30% |
| Main Street Financial Solutions LLC |
11,766 |
11,615 |
-151 |
-1.28% |
| Financial Insights Inc. |
9,402 |
9,286 |
-116 |
-1.23% |
| Compass Wealth Management LLC |
107,579 |
106,344 |
-1,235 |
-1.15% |
| Burns J W & Co. Inc. NY |
13,370 |
13,218 |
-152 |
-1.14% |
| Nations Financial Group Inc. IA ADV |
37,189 |
36,768 |
-421 |
-1.13% |
| Dumont & Blake Investment Advisors LLC |
98,036 |
96,942 |
-1,094 |
-1.12% |
| Trust Co. of Toledo NA OH |
6,886 |
6,813 |
-73 |
-1.06% |
| Alpha Omega Wealth Management LLC |
16,889 |
16,717 |
-172 |
-1.02% |
| Diversified Trust Co |
12,283 |
12,162 |
-121 |
-0.99% |
| Capital Investment Advisors LLC |
62,685 |
62,203 |
-482 |
-0.77% |
| AdvisorNet Financial Inc |
7,877 |
7,816 |
-61 |
-0.77% |
| Sage Rhino Capital LLC |
105,571 |
104,795 |
-776 |
-0.74% |
| Accel Wealth Management |
2,150 |
2,138 |
-12 |
-0.56% |
| Archford Capital Strategies LLC |
22,470 |
22,360 |
-110 |
-0.49% |
| First National Bank Sioux Falls |
17,164 |
17,099 |
-65 |
-0.38% |
| RVW Wealth LLC |
45,241 |
45,098 |
-143 |
-0.32% |
| Rosenberg Matthew Hamilton |
4,290 |
4,278 |
-12 |
-0.28% |
| Cora Capital Advisors LLC |
5,543 |
5,529 |
-14 |
-0.25% |
| DeDora Capital Inc. |
51,590 |
51,481 |
-109 |
-0.21% |
| Triangle Securities Wealth Management |
12,823 |
12,796 |
-27 |
-0.21% |
| Horizon Wealth Management LLC |
31,817 |
31,753 |
-64 |
-0.20% |
| Oak Harbor Wealth Partners LLC |
19,564 |
19,539 |
-25 |
-0.13% |
| Valeo Financial Advisors LLC |
780,518 |
780,127 |
-391 |
-0.05% |
| Defined Wealth Management LLC |
25,179 |
25,175 |
-4 |
-0.02% |
| 13F Filers Exiting RSP |
|---|
| Ashton Thomas Private Wealth LLC |
50,011 |
0 |
-50,011 |
-100.00% |
| Planning Capital Management Corp |
16 |
0 |
-16 |
-100.00% |
| Ehrlich Financial Group |
4,245 |
0 |
-4,245 |
-100.00% |
| Bear Mountain Capital Inc. |
1,059 |
0 |
-1,059 |
-100.00% |
| Eaton Financial Holdings Company LLC |
19,692 |
0 |
-19,692 |
-100.00% |
| Loup Funds LLC |
11,446 |
0 |
-11,446 |
-100.00% |
| Carmel Capital Partners LLC |
3,592 |
0 |
-3,592 |
-100.00% |
| Win Advisors Inc. |
26,155 |
0 |
-26,155 |
-100.00% |
| Koss Olinger Consulting LLC |
22,511 |
0 |
-22,511 |
-100.00% |
| Palumbo Wealth Management LLC |
17,586 |
0 |
-17,586 |
-100.00% |
| OneAscent Wealth Management LLC |
5,560 |
0 |
-5,560 |
-100.00% |
| Planned Solutions Inc. |
92 |
0 |
-92 |
-100.00% |
| BNC Wealth Management LLC |
5,153 |
0 |
-5,153 |
-100.00% |
| First Pacific Financial |
2 |
0 |
-2 |
-100.00% |
| Lloyd Advisory Services LLC. |
13,294 |
0 |
-13,294 |
-100.00% |
| Curated Wealth Partners LLC |
34,115 |
0 |
-34,115 |
-100.00% |
| Claro Advisors LLC |
7,894 |
0 |
-7,894 |
-100.00% |
| Congress Park Capital LLC |
3,180 |
0 |
-3,180 |
-100.00% |
| Vanguard Capital Wealth Advisors |
1,734 |
0 |
-1,734 |
-100.00% |
| Townsend & Associates Inc |
12,273 |
0 |
-12,273 |
-100.00% |
| Kovack Advisors Inc. |
18,327 |
0 |
-18,327 |
-100.00% |
| Columbus Macro LLC |
3,149 |
0 |
-3,149 |
-100.00% |
| Meridian Wealth Management LLC |
11,096 |
0 |
-11,096 |
-100.00% |
| Fort Pitt Capital Group LLC |
120,016 |
0 |
-120,016 |
-100.00% |
| Roble Belko & Company Inc |
1,668 |
0 |
-1,668 |
-100.00% |
| Donald L. Hagan LLC |
13,973 |
0 |
-13,973 |
-100.00% |
| Private Ocean LLC |
48 |
0 |
-48 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
238,110 |
0 |
-238,110 |
-100.00% |
| Ballentine Partners LLC |
1,300 |
0 |
-1,300 |
-100.00% |
| WBH Advisory Inc. |
11,203 |
0 |
-11,203 |
-100.00% |
| Bourgeon Capital Management LLC |
255 |
0 |
-255 |
-100.00% |
| Natixis Advisors L.P. |
12,735 |
0 |
-12,735 |
-100.00% |
See Summary: Institutional Holders of RSP
See Details: Top 10 Hedge Funds Holding RSP
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