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This page summarizes the SDG 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 SDG 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 SDG Share Count |
|---|
| Concord Wealth Partners |
1,368 |
2,791 |
+1,423 |
+104.02% |
| Centerpoint Advisors LLC |
33 |
43 |
+10 |
+30.30% |
| Wealth Enhancement Advisory Services LLC |
92,354 |
103,907 |
+11,553 |
+12.51% |
| Halbert Hargrove Global Advisors LLC |
11,403 |
12,581 |
+1,178 |
+10.33% |
| Citigroup Inc. |
40,223 |
44,203 |
+3,980 |
+9.89% |
| Dynamic Advisor Solutions LLC |
52,249 |
55,719 |
+3,470 |
+6.64% |
| Advisor Group Holdings Inc. |
39,034 |
40,766 |
+1,732 |
+4.44% |
| Advisory Services Network LLC |
6,654 |
6,945 |
+291 |
+4.37% |
| Cary Street Partners Investment Advisory LLC |
20,162 |
20,824 |
+662 |
+3.28% |
| Raymond James & Associates |
3,264 |
3,369 |
+105 |
+3.22% |
| Kingsview Wealth Management LLC |
2,672 |
2,752 |
+80 |
+2.99% |
| Berkshire Bank |
17,419 |
17,859 |
+440 |
+2.53% |
| Vontobel Holding Ltd. |
10,304 |
10,516 |
+212 |
+2.06% |
| Mission Wealth Management LP |
135,776 |
137,964 |
+2,188 |
+1.61% |
| Congress Wealth Management LLC DE |
8,483 |
8,583 |
+100 |
+1.18% |
| Harel Insurance Investments & Financial Services Ltd. |
6,936 |
6,998 |
+62 |
+0.89% |
| Foster Dykema Cabot & Partners LLC |
21,654 |
21,667 |
+13 |
+0.06% |
| 13F Filers Reporting New Positions In SDG |
|---|
| Wells Fargo & Company MN |
0 |
470 |
+470 |
+100% |
| PFG Investments LLC |
0 |
3,500 |
+3,500 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
1 |
1 |
UNCH |
0.00% |
| Proequities Inc. |
300 |
300 |
UNCH |
0.00% |
| Allworth Financial LP |
5,107 |
5,107 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
4,678 |
4,678 |
UNCH |
0.00% |
| Financial Advisory Service Inc. |
303 |
303 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
54 |
54 |
UNCH |
0.00% |
| Security National Bank |
250 |
250 |
UNCH |
0.00% |
| LFA Lugano Financial Advisors SA |
1,250 |
1,250 |
UNCH |
0.00% |
| Cedar Brook Financial Partners LLC |
4,426 |
4,426 |
UNCH |
0.00% |
| Rise Advisors LLC |
31 |
31 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
1 |
1 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
10,400 |
10,400 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
5,496 |
5,496 |
UNCH |
0.00% |
| Spire Wealth Management |
178 |
178 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
508 |
508 |
UNCH |
0.00% |
| Financial Connections Group Inc. |
100 |
100 |
UNCH |
0.00% |
| RFP Financial Group LLC |
1,112 |
1,112 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
1,400 |
1,400 |
UNCH |
0.00% |
| Eaton Financial Holdings Company LLC |
3,244 |
3,244 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
161 |
161 |
UNCH |
0.00% |
| Financial Perspectives Inc |
621 |
621 |
UNCH |
0.00% |
| 13F Filers Decreasing SDG Share Count |
|---|
| Geneos Wealth Management Inc. |
240 |
25 |
-215 |
-89.58% |
| Global Retirement Partners LLC |
19 |
4 |
-15 |
-78.95% |
| Assetmark Inc. |
4,947 |
1,593 |
-3,354 |
-67.80% |
| Janney Montgomery Scott LLC |
10,466 |
4,589 |
-5,877 |
-56.15% |
| Commonwealth Equity Services LLC |
50,659 |
27,113 |
-23,546 |
-46.48% |
| Ausdal Financial Partners Inc. |
10,442 |
6,520 |
-3,922 |
-37.56% |
| Aspiriant LLC |
35,305 |
23,305 |
-12,000 |
-33.99% |
| Susquehanna International Group LLP |
56,114 |
38,712 |
-17,402 |
-31.01% |
| WFA Asset Management Corp |
10,157 |
7,242 |
-2,915 |
-28.70% |
| Mascoma Wealth Management LLC |
326 |
237 |
-89 |
-27.30% |
| First Heartland Consultants Inc. |
3,380 |
2,702 |
-678 |
-20.06% |
| 4Thought Financial Group Inc. |
280 |
238 |
-42 |
-15.00% |
| LPL Financial LLC |
25,540 |
21,852 |
-3,688 |
-14.44% |
| Bond & Devick Financial Network Inc. |
14,150 |
12,772 |
-1,378 |
-9.74% |
| RSM US Wealth Management LLC |
4,279 |
3,880 |
-399 |
-9.32% |
| One Capital Management LLC |
3,457 |
3,144 |
-313 |
-9.05% |
| Whelan Financial |
7,674 |
7,155 |
-519 |
-6.76% |
| Oppenheimer Asset Management Inc. |
3,274 |
3,065 |
-209 |
-6.38% |
| CWM LLC |
405,336 |
379,511 |
-25,825 |
-6.37% |
| Regatta Capital Group LLC |
15,305 |
14,418 |
-887 |
-5.80% |
| The PNC Financial Services Group Inc. |
8,614 |
8,208 |
-406 |
-4.71% |
| First Command Advisory Services Inc. |
22 |
21 |
-1 |
-4.55% |
| PFG Advisors |
2,721 |
2,623 |
-98 |
-3.60% |
| Warren Street Wealth Advisors LLC |
5,126 |
4,963 |
-163 |
-3.18% |
| US Bancorp DE |
5,630 |
5,465 |
-165 |
-2.93% |
| Private Advisor Group LLC |
3,182 |
3,100 |
-82 |
-2.58% |
| Money Design Co. Ltd. |
12,550 |
12,334 |
-216 |
-1.72% |
| Stratos Wealth Partners LTD. |
4,304 |
4,242 |
-62 |
-1.44% |
| Cambridge Investment Research Advisors Inc. |
5,570 |
5,524 |
-46 |
-0.83% |
| Claro Advisors LLC |
11,014 |
10,932 |
-82 |
-0.74% |
| Brio Consultants LLC |
4,938 |
4,914 |
-24 |
-0.49% |
| KilterHowling LLC |
4,171 |
4,164 |
-7 |
-0.17% |
| Leonard Rickey Investment Advisors P.L.L.C. |
9,565 |
9,561 |
-4 |
-0.04% |
| 13F Filers Exiting SDG |
|---|
| Monumental Financial Group Inc. |
3,480 |
0 |
-3,480 |
-100.00% |
| International Assets Investment Management LLC |
41,903 |
0 |
-41,903 |
-100.00% |
| First Pacific Financial |
5,347 |
0 |
-5,347 |
-100.00% |
| Ameraudi Asset Management Inc. |
2,500 |
0 |
-2,500 |
-100.00% |
| Wealthfront Advisers LLC |
2,489 |
0 |
-2,489 |
-100.00% |
| GenTrust LLC |
2,500 |
0 |
-2,500 |
-100.00% |
| Richard Bernstein Advisors LLC |
6,684 |
0 |
-6,684 |
-100.00% |
| Bank of New York Mellon Corp |
2,537 |
0 |
-2,537 |
-100.00% |
| NBC Securities Inc. |
437 |
0 |
-437 |
-100.00% |
| JPMorgan Chase & Co. |
18,632 |
0 |
-18,632 |
-100.00% |
| Principal Securities Inc. |
965 |
0 |
-965 |
-100.00% |
See Summary: Institutional Holders of SDG
See Details: Top 10 Hedge Funds Holding SDG
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