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|
|
This page summarizes the VCSH 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 VCSH 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 VCSH Share Count |
|---|
| Quattro Financial Advisors LLC |
77 |
106,939 |
+106,862 |
+138781.82% |
| Farmers & Merchants Trust Co of Chambersburg PA |
771 |
24,747 |
+23,976 |
+3109.73% |
| CENTRAL TRUST Co |
763 |
5,288 |
+4,525 |
+593.05% |
| Financial Management Professionals Inc. |
300 |
1,740 |
+1,440 |
+480.00% |
| Janney Montgomery Scott LLC |
271,951 |
1,374,713 |
+1,102,762 |
+405.50% |
| MTM Investment Management LLC |
52 |
254 |
+202 |
+388.46% |
| Concord Wealth Partners |
194 |
910 |
+716 |
+369.07% |
| Mayport LLC |
4,442 |
14,073 |
+9,631 |
+216.82% |
| Cypress Financial Planning LLC |
74,123 |
233,417 |
+159,294 |
+214.90% |
| Wealthspan Partners LLC |
6,837 |
20,569 |
+13,732 |
+200.85% |
| Prospect Financial Services LLC |
11,991 |
29,472 |
+17,481 |
+145.78% |
| Oak Harvest Investment Services |
7,848 |
18,117 |
+10,269 |
+130.85% |
| Ashton Thomas Private Wealth LLC |
6,882 |
14,984 |
+8,102 |
+117.73% |
| Raymond James & Associates |
621,992 |
1,313,595 |
+691,603 |
+111.19% |
| Vicus Capital |
20,928 |
42,662 |
+21,734 |
+103.85% |
| Migdal Insurance & Financial Holdings Ltd. |
4,977 |
9,841 |
+4,864 |
+97.73% |
| Q3 Asset Management |
5,208 |
10,133 |
+4,925 |
+94.57% |
| Charter Oak Capital Management LLC |
4,728 |
8,592 |
+3,864 |
+81.73% |
| OneAscent Financial Services LLC |
84,897 |
145,742 |
+60,845 |
+71.67% |
| PFG Investments LLC |
26,674 |
41,089 |
+14,415 |
+54.04% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,612 |
4,002 |
+1,390 |
+53.22% |
| Asio Capital LLC |
89,710 |
134,502 |
+44,792 |
+49.93% |
| Hobart Private Capital LLC |
31,828 |
46,546 |
+14,718 |
+46.24% |
| Principal Financial Group Inc. |
246,531 |
346,505 |
+99,974 |
+40.55% |
| Grove Bank & Trust |
78,203 |
109,126 |
+30,923 |
+39.54% |
| Retirement Group LLC |
231 |
321 |
+90 |
+38.96% |
| Stone Point Wealth LLC |
68,409 |
94,151 |
+25,742 |
+37.63% |
| Ellis Investment Partners LLC |
22,326 |
30,724 |
+8,398 |
+37.62% |
| Gradient Capital Advisors LLC |
94,911 |
128,585 |
+33,674 |
+35.48% |
| North Star Investment Management Corp. |
186,398 |
250,595 |
+64,197 |
+34.44% |
| Banque Cantonale Vaudoise |
1,550 |
2,080 |
+530 |
+34.19% |
| Wallington Asset Management LLC |
6,660 |
8,915 |
+2,255 |
+33.86% |
| DecisionPoint Financial LLC |
57,529 |
76,480 |
+18,951 |
+32.94% |
| Benjamin Edwards Inc. |
60,433 |
80,040 |
+19,607 |
+32.44% |
| Robinson Value Management Ltd. |
71,143 |
93,928 |
+22,785 |
+32.03% |
| Kowal Investment Group LLC |
9,649 |
12,660 |
+3,011 |
+31.21% |
| TriaGen Wealth Management LLC |
27,660 |
36,253 |
+8,593 |
+31.07% |
| GAMMA Investing LLC |
1,186 |
1,552 |
+366 |
+30.86% |
| Scott Capital Advisors LLC |
10,247 |
13,167 |
+2,920 |
+28.50% |
| Zhang Financial LLC |
22,016 |
27,926 |
+5,910 |
+26.84% |
| Culbertson A N & Co. Inc. |
29,667 |
37,454 |
+7,787 |
+26.25% |
| Benjamin F. Edwards & Company Inc. |
336,426 |
422,214 |
+85,788 |
+25.50% |
| Baskin Financial Services Inc. |
17,394 |
21,165 |
+3,771 |
+21.68% |
| Oakwell Private Wealth Management LLC |
66,494 |
80,768 |
+14,274 |
+21.47% |
| WealthShield Partners LLC |
5,701 |
6,850 |
+1,149 |
+20.15% |
| Proffitt & Goodson Inc. |
384,960 |
458,681 |
+73,721 |
+19.15% |
| Aspire Private Capital LLC |
142 |
168 |
+26 |
+18.31% |
| Patten Group Inc. |
29,468 |
34,697 |
+5,229 |
+17.74% |
| Rockwood Wealth Management LLC |
180,836 |
211,763 |
+30,927 |
+17.10% |
| Saxony Capital Management LLC |
5,474 |
6,393 |
+919 |
+16.79% |
| Delta Financial Group Inc. |
2,612 |
3,042 |
+430 |
+16.46% |
| Macroview Investment Management LLC |
874 |
1,014 |
+140 |
+16.02% |
| Manning & Napier Group LLC |
70,317 |
80,963 |
+10,646 |
+15.14% |
| Perigon Wealth Management LLC |
80,037 |
91,841 |
+11,804 |
+14.75% |
| Wealthfront Advisers LLC |
8,682 |
9,934 |
+1,252 |
+14.42% |
| Level Financial Advisors Inc. |
124,269 |
141,975 |
+17,706 |
+14.25% |
| 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% |
| Morton Brown Family Wealth LLC |
38,867 |
43,925 |
+5,058 |
+13.01% |
| Covenant Asset Management LLC |
2,766 |
3,116 |
+350 |
+12.65% |
| RMR Wealth Builders |
337,485 |
380,174 |
+42,689 |
+12.65% |
| Wealth Enhancement Advisory Services LLC |
384,680 |
432,615 |
+47,935 |
+12.46% |
| Avaii Wealth Management LLC |
14,058 |
15,790 |
+1,732 |
+12.32% |
| Objectivity Squared LLC |
2,586 |
2,902 |
+316 |
+12.22% |
| Sequoia Financial Advisors LLC |
4,914 |
5,508 |
+594 |
+12.09% |
| WBH Advisory Inc. |
117,865 |
131,679 |
+13,814 |
+11.72% |
| Grey Fox Wealth Advisors LLC |
160,303 |
178,924 |
+18,621 |
+11.62% |
| First National Trust Co |
202,353 |
225,588 |
+23,235 |
+11.48% |
| Asset Dedication LLC |
300 |
334 |
+34 |
+11.33% |
| Curtis Advisory Group LLC |
69,131 |
76,923 |
+7,792 |
+11.27% |
| Deroy & Devereaux Private Investment Counsel Inc. |
44,070 |
48,920 |
+4,850 |
+11.01% |
| Pinnacle Financial Partners Inc. |
269,449 |
298,989 |
+29,540 |
+10.96% |
| 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% |
| Sightline Wealth Advisors LLC |
27,595 |
30,381 |
+2,786 |
+10.10% |
| Exchange Bank |
13,454 |
14,804 |
+1,350 |
+10.03% |
| Fifth Third Bancorp |
7,711 |
8,482 |
+771 |
+10.00% |
| Capital Investment Advisory Services LLC |
1,332 |
1,455 |
+123 |
+9.23% |
| 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% |
| First Merchants Corp |
2,709 |
2,909 |
+200 |
+7.38% |
| Coston McIsaac & Partners |
13,246 |
14,214 |
+968 |
+7.31% |
| OLD National Bancorp IN |
288,022 |
308,976 |
+20,954 |
+7.28% |
| Marietta Wealth Management LLC |
33,950 |
36,415 |
+2,465 |
+7.26% |
| 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% |
| NavPoint Financial Inc. |
39,130 |
41,747 |
+2,617 |
+6.69% |
| ShankerValleau Wealth Advisors Inc. |
250,361 |
266,700 |
+16,339 |
+6.53% |
| Oakworth Capital Inc. |
589,716 |
628,168 |
+38,452 |
+6.52% |
| James Investment Research Inc. |
48,368 |
51,397 |
+3,029 |
+6.26% |
| Resonant Capital Advisors LLC |
414,705 |
440,550 |
+25,845 |
+6.23% |
| Bouchey Financial Group Ltd |
194,399 |
206,317 |
+11,918 |
+6.13% |
| Raymond James Trust N.A. |
335,033 |
355,307 |
+20,274 |
+6.05% |
| Creative Financial Designs Inc. ADV |
325,475 |
344,969 |
+19,494 |
+5.99% |
| Caldwell Sutter Capital Inc. |
1,273 |
1,348 |
+75 |
+5.89% |
| Pinnacle Bank |
12,756 |
13,478 |
+722 |
+5.66% |
| First Horizon Advisors Inc. |
98,639 |
104,216 |
+5,577 |
+5.65% |
| Andina Capital Management LLC |
17,807 |
18,810 |
+1,003 |
+5.63% |
| FIDELIS iM LLC |
207,766 |
219,384 |
+11,618 |
+5.59% |
| Dakota Wealth Management |
2,593 |
2,737 |
+144 |
+5.55% |
| Forbes Financial Planning Inc. |
82,129 |
86,558 |
+4,429 |
+5.39% |
| Weaver Consulting Group |
7,342 |
7,723 |
+381 |
+5.19% |
| Walkner Condon Financial Advisors LLC |
38,580 |
40,519 |
+1,939 |
+5.03% |
| Powers Advisory Group LLC |
78,287 |
82,134 |
+3,847 |
+4.91% |
| 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% |
| Lee Financial Group Hawaii Inc. |
11,570 |
12,127 |
+557 |
+4.81% |
| Massachusetts Wealth Management |
42,857 |
44,907 |
+2,050 |
+4.78% |
| TruWealth Advisors LLC |
20,579 |
21,561 |
+982 |
+4.77% |
| Conscious Wealth Investments LLC |
4,529 |
4,742 |
+213 |
+4.70% |
| TL Private Wealth |
166,617 |
174,368 |
+7,751 |
+4.65% |
| Helen Stephens Group LLC |
91,405 |
95,628 |
+4,223 |
+4.62% |
| Raymond James Financial Services Advisors Inc. |
1,280,909 |
1,339,516 |
+58,607 |
+4.58% |
| 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% |
| BCK Partners Inc. |
518,466 |
540,169 |
+21,703 |
+4.19% |
| 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% |
| Albion Financial Group UT |
523,672 |
543,298 |
+19,626 |
+3.75% |
| Phillips Financial Management LLC |
109,260 |
113,305 |
+4,045 |
+3.70% |
| Prosperity Planning Inc. |
10,840 |
11,232 |
+392 |
+3.62% |
| Robinson Smith Wealth Advisors LLC |
4,226 |
4,378 |
+152 |
+3.60% |
| Telos Capital Management Inc. |
69,168 |
71,622 |
+2,454 |
+3.55% |
| Disciplined Investments LLC |
86,281 |
89,342 |
+3,061 |
+3.55% |
| Perennial Advisors LLC |
75,749 |
78,422 |
+2,673 |
+3.53% |
| Global Retirement Partners LLC |
48,661 |
50,362 |
+1,701 |
+3.50% |
| Redmont Wealth Advisors LLC |
36,896 |
38,183 |
+1,287 |
+3.49% |
| Capstone Capital Wealth Advisors |
109,483 |
113,194 |
+3,711 |
+3.39% |
| Quaker Wealth Management LLC |
327,665 |
338,454 |
+10,789 |
+3.29% |
| Kwmg LLC |
206,037 |
212,566 |
+6,529 |
+3.17% |
| Northern Oak Wealth Management Inc. |
372,615 |
384,172 |
+11,557 |
+3.10% |
| Wealthcare Advisory Partners LLC |
41,532 |
42,757 |
+1,225 |
+2.95% |
| LifePlan Financial LLC |
12,663 |
13,036 |
+373 |
+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% |
| Institute for Wealth Management LLC. |
7,987 |
8,196 |
+209 |
+2.62% |
| Columbus Macro LLC |
8,766 |
8,995 |
+229 |
+2.61% |
| Checchi Capital Advisers LLC |
119,115 |
122,172 |
+3,057 |
+2.57% |
| Rooted Wealth Advisors Inc. |
48,511 |
49,729 |
+1,218 |
+2.51% |
| Glass Jacobson Investment Advisors llc |
38,089 |
39,020 |
+931 |
+2.44% |
| Bromfield Sneider Wealth Advisors |
213,484 |
218,172 |
+4,688 |
+2.20% |
| Mayflower Financial Advisors LLC |
85,308 |
87,164 |
+1,856 |
+2.18% |
| Ronald Blue Trust Inc. |
64,550 |
65,867 |
+1,317 |
+2.04% |
| Parkside Advisors LLC |
112,492 |
114,676 |
+2,184 |
+1.94% |
| Friedenthal Financial |
13,553 |
13,813 |
+260 |
+1.92% |
| Greenspring Advisors LLC |
7,925 |
8,077 |
+152 |
+1.92% |
| Beese Fulmer Investment Management Inc. |
102,465 |
104,399 |
+1,934 |
+1.89% |
| Meitav Dash Investments Ltd. |
68,196 |
69,451 |
+1,255 |
+1.84% |
| 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% |
| Towneley Capital Management Inc DE |
316,720 |
321,809 |
+5,089 |
+1.61% |
| Harel Insurance Investments & Financial Services Ltd. |
1,653 |
1,679 |
+26 |
+1.57% |
| Wolff Financial Management LLC |
250,709 |
254,497 |
+3,788 |
+1.51% |
| ZRC Wealth Management LLC |
397 |
403 |
+6 |
+1.51% |
| SkyOak Wealth LLC |
11,821 |
11,988 |
+167 |
+1.41% |
| Great Waters Wealth Management |
4,408 |
4,470 |
+62 |
+1.41% |
| Cedar Mountain Advisors LLC |
75 |
76 |
+1 |
+1.33% |
| Bfsg LLC |
13,318 |
13,491 |
+173 |
+1.30% |
| Marion Wealth Management |
199,807 |
202,318 |
+2,511 |
+1.26% |
| CAP Partners LLC |
7,568 |
7,662 |
+94 |
+1.24% |
| Clear Creek Financial Management LLC |
2,780 |
2,811 |
+31 |
+1.12% |
| Matthew Goff Investment Advisor LLC |
5,851 |
5,913 |
+62 |
+1.06% |
| NBT Bank N A NY |
107,963 |
108,996 |
+1,033 |
+0.96% |
| Stratos Wealth Advisors LLC |
3,024 |
3,053 |
+29 |
+0.96% |
| American Financial Advisors LLC |
364,479 |
367,994 |
+3,515 |
+0.96% |
| Fifth Third Securities Inc. |
183,902 |
185,179 |
+1,277 |
+0.69% |
| M&R Capital Management Inc. |
579 |
583 |
+4 |
+0.69% |
| IVC Wealth Advisors LLC |
2,912 |
2,932 |
+20 |
+0.69% |
| Financial Advisory Service Inc. |
10,181 |
10,249 |
+68 |
+0.67% |
| Cutler Investment Counsel LLC |
8,909 |
8,968 |
+59 |
+0.66% |
| SeaBridge Investment Advisors LLC |
38,377 |
38,624 |
+247 |
+0.64% |
| YHB Investment Advisors Inc. |
26,105 |
26,267 |
+162 |
+0.62% |
| Claris Advisors LLC MO |
4,413 |
4,440 |
+27 |
+0.61% |
| Lansing Street Advisors |
6,571 |
6,611 |
+40 |
+0.61% |
| Seizert Capital Partners LLC |
5,342 |
5,374 |
+32 |
+0.60% |
| Soundmark Wealth Management LLC |
80,318 |
80,792 |
+474 |
+0.59% |
| Activest Wealth Management |
2,705 |
2,721 |
+16 |
+0.59% |
| Chapin Davis Inc. |
10,857 |
10,920 |
+63 |
+0.58% |
| SOA Wealth Advisors LLC. |
4,334 |
4,359 |
+25 |
+0.58% |
| Bray Capital Advisors |
300,035 |
301,698 |
+1,663 |
+0.55% |
| Fortitude Family Office LLC |
394 |
396 |
+2 |
+0.51% |
| FC Advisory LLC |
8,798 |
8,842 |
+44 |
+0.50% |
| Axiom Advisory LLC |
19,922 |
20,016 |
+94 |
+0.47% |
| Chicago Partners Investment Group LLC |
32,031 |
32,164 |
+133 |
+0.42% |
| 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% |
| Mckinley Capital Management LLC Delaware |
9,857 |
9,884 |
+27 |
+0.27% |
| Cherry Tree Wealth Management LLC |
133,233 |
133,562 |
+329 |
+0.25% |
| MBE Wealth Management LLC |
21,532 |
21,572 |
+40 |
+0.19% |
| 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% |
| Accel Wealth Management |
3,787 |
3,790 |
+3 |
+0.08% |
| Ridgewood Investments LLC |
11,266 |
11,274 |
+8 |
+0.07% |
| Soltis Investment Advisors LLC |
49,238 |
49,263 |
+25 |
+0.05% |
| Altiora Financial Group LLC |
4,851 |
4,853 |
+2 |
+0.04% |
| Archford Capital Strategies LLC |
3,326 |
3,327 |
+1 |
+0.03% |
| 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% |
| Hartline Investment Corp |
0 |
47,862 |
+47,862 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
300,678 |
+300,678 |
+100% |
| LVW Advisors LLC |
0 |
2,600 |
+2,600 |
+100% |
| Evanson Asset Management LLC |
0 |
4,416 |
+4,416 |
+100% |
| Mission Wealth Management LP |
0 |
17,668 |
+17,668 |
+100% |
| Seelaus Asset Management LLC |
0 |
3,752 |
+3,752 |
+100% |
| Sage Financial Management Group Inc. |
0 |
143,185 |
+143,185 |
+100% |
| Aurum Wealth Management Group LLC |
0 |
2,610 |
+2,610 |
+100% |
| LifeSteps Financial Inc. |
0 |
191 |
+191 |
+100% |
| Opal Wealth Advisors LLC |
0 |
976 |
+976 |
+100% |
| Montis Financial LLC |
0 |
304,089 |
+304,089 |
+100% |
| Childress Capital Advisors LLC |
0 |
31,493 |
+31,493 |
+100% |
| Platt Investment Counsel LLC |
0 |
13,797 |
+13,797 |
+100% |
| Byrne Asset Management LLC |
0 |
20 |
+20 |
+100% |
| ETF Store Inc. |
0 |
55,885 |
+55,885 |
+100% |
| Simplicity Wealth LLC |
0 |
7,351 |
+7,351 |
+100% |
| Mason & Associates Inc |
0 |
4,055 |
+4,055 |
+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% |
| Tenon Financial LLC |
0 |
4,297 |
+4,297 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Horizon Bancorp Inc. IN |
598 |
598 |
UNCH |
0.00% |
| 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% |
| UMB Bank N A MO |
14,000 |
14,000 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
2,883 |
2,883 |
UNCH |
0.00% |
| Norwood Financial Corp |
8,753 |
8,753 |
UNCH |
0.00% |
| Lawson Kroeker Investment Management Inc. NE |
8,011 |
8,011 |
UNCH |
0.00% |
| Hollencrest Capital Management |
5,697 |
5,697 |
UNCH |
0.00% |
| Private Trust Co. NA |
5,628 |
5,628 |
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% |
| Harrington Investments INC |
3,000 |
3,000 |
UNCH |
0.00% |
| West Oak Capital LLC |
25 |
25 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
2,260 |
2,260 |
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% |
| JFS Wealth Advisors LLC |
47 |
47 |
UNCH |
0.00% |
| Miracle Mile Advisors LLC |
54,956 |
54,956 |
UNCH |
0.00% |
| Retirement Systems of Alabama |
752,165 |
752,165 |
UNCH |
0.00% |
| First PREMIER Bank |
405 |
405 |
UNCH |
0.00% |
| Matisse Capital |
4,000 |
4,000 |
UNCH |
0.00% |
| Cable Hill Partners LLC |
301,123 |
301,123 |
UNCH |
0.00% |
| Founders Capital Management |
1,100 |
1,100 |
UNCH |
0.00% |
| Bogart Wealth LLC |
865 |
865 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
932 |
932 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
590 |
590 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
48 |
48 |
UNCH |
0.00% |
| Vigilare Wealth Management |
6,412 |
6,412 |
UNCH |
0.00% |
| Red Cedar Investment Management LLC |
13,399 |
13,399 |
UNCH |
0.00% |
| Versant Capital Management Inc |
132 |
132 |
UNCH |
0.00% |
| Chicago Capital LLC |
4,487 |
4,487 |
UNCH |
0.00% |
| Essex Savings Bank |
4,601 |
4,601 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
19,668 |
19,668 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
21 |
21 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
3,098 |
3,098 |
UNCH |
0.00% |
| CFM Wealth Partners LLC |
6,783 |
6,783 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
200 |
200 |
UNCH |
0.00% |
| Key Financial Inc |
2,767 |
2,767 |
UNCH |
0.00% |
| Marks Group Wealth Management Inc |
3,182 |
3,182 |
UNCH |
0.00% |
| Tempus Wealth Planning LLC |
3,777 |
3,777 |
UNCH |
0.00% |
| Davis Capital Management |
46 |
46 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
414 |
414 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
1,279 |
1,279 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
19,458 |
19,458 |
UNCH |
0.00% |
| Alta Wealth Advisors LLC |
44,475 |
44,475 |
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% |
| Martin Capital Advisors LLP |
28,950 |
28,950 |
UNCH |
0.00% |
| Spinnaker Investment Group LLC |
2,715 |
2,715 |
UNCH |
0.00% |
| Values First Advisors Inc. |
2 |
2 |
UNCH |
0.00% |
| Carr Financial Group Corp |
15,645 |
15,645 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
6,985 |
6,985 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
18 |
18 |
UNCH |
0.00% |
| Summa Corp. |
6,500 |
6,500 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
962 |
962 |
UNCH |
0.00% |
| Financial Freedom LLC |
462 |
462 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
11,096 |
11,096 |
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% |
| Wetzel Investment Advisors Inc. |
44 |
44 |
UNCH |
0.00% |
| Sachetta LLC |
2,345 |
2,345 |
UNCH |
0.00% |
| Independence Asset Advisors LLC |
19,657 |
19,657 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
47,953 |
47,953 |
UNCH |
0.00% |
| 13F Filers Decreasing VCSH Share Count |
|---|
| Gradient Investments LLC |
1,224 |
1 |
-1,223 |
-99.92% |
| Horizon Financial Services LLC |
90,743 |
381 |
-90,362 |
-99.58% |
| Marshall Financial Group LLC |
203,245 |
2,913 |
-200,332 |
-98.57% |
| Pallas Capital Advisors LLC |
332,851 |
13,514 |
-319,337 |
-95.94% |
| BNP Paribas Arbitrage SA |
2,655,712 |
340,001 |
-2,315,711 |
-87.20% |
| First Personal Financial Services |
652 |
90 |
-562 |
-86.20% |
| EFG Asset Management Americas Corp. |
24,131 |
3,571 |
-20,560 |
-85.20% |
| Jacobsen Capital Management |
19,066 |
3,235 |
-15,831 |
-83.03% |
| Connable Office Inc. |
577,096 |
114,354 |
-462,742 |
-80.18% |
| SOL Capital Management CO |
11,980 |
4,080 |
-7,900 |
-65.94% |
| PSI Advisors LLC |
40 |
14 |
-26 |
-65.00% |
| HTLF Bank |
109,445 |
41,622 |
-67,823 |
-61.97% |
| White Wing Wealth Management |
38,675 |
15,252 |
-23,423 |
-60.56% |
| Darrow Company Inc. |
7,295 |
3,156 |
-4,139 |
-56.74% |
| BKD Wealth Advisors LLC |
134,196 |
60,601 |
-73,595 |
-54.84% |
| 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% |
| Fiera Capital Corp |
7,062 |
3,373 |
-3,689 |
-52.24% |
| Iron Horse Wealth Management LLC |
875 |
425 |
-450 |
-51.43% |
| Consilio Wealth Advisors LLC |
79,069 |
39,214 |
-39,855 |
-50.41% |
| Proequities Inc. |
521 |
264 |
-257 |
-49.33% |
| Private Ocean LLC |
784,225 |
410,533 |
-373,692 |
-47.65% |
| Tyche Wealth Partners LLC |
10,958 |
5,859 |
-5,099 |
-46.53% |
| Cornerstone Wealth Management LLC |
6,533 |
3,499 |
-3,034 |
-46.44% |
| Buckingham Capital Management Inc. |
125,096 |
68,456 |
-56,640 |
-45.28% |
| Pine Haven Investment Counsel Inc |
11,301 |
6,301 |
-5,000 |
-44.24% |
| Bank of New York Mellon Corp |
2,694,622 |
1,515,270 |
-1,179,352 |
-43.77% |
| Apella Capital LLC |
100,415 |
57,508 |
-42,907 |
-42.73% |
| Salem Investment Counselors Inc. |
130 |
75 |
-55 |
-42.31% |
| Sage Rhino Capital LLC |
10,817 |
6,242 |
-4,575 |
-42.29% |
| LaFleur & Godfrey LLC |
124,310 |
74,116 |
-50,194 |
-40.38% |
| Intergy Private Wealth LLC |
33,961 |
20,524 |
-13,437 |
-39.57% |
| Pacifica Partners Inc. |
2,899 |
1,779 |
-1,120 |
-38.63% |
| Accurate Wealth Management LLC |
17,697 |
11,180 |
-6,517 |
-36.83% |
| Birchcreek Wealth Management LLC |
38,991 |
24,652 |
-14,339 |
-36.78% |
| Arcadia Investment Management Corp MI |
20,417 |
12,917 |
-7,500 |
-36.73% |
| Alpha Cubed Investments LLC |
68,575 |
43,568 |
-25,007 |
-36.47% |
| LifePro Asset Management |
13,464 |
8,609 |
-4,855 |
-36.06% |
| Atticus Wealth Management LLC |
1,961 |
1,319 |
-642 |
-32.74% |
| Source Financial Advisors LLC |
21,727 |
14,823 |
-6,904 |
-31.78% |
| Mitchell Sinkler & Starr PA |
26,920 |
18,425 |
-8,495 |
-31.56% |
| C2C Wealth Management LLC |
5,721 |
3,921 |
-1,800 |
-31.46% |
| Brown Advisory Inc. |
10,085 |
6,968 |
-3,117 |
-30.91% |
| GDS Wealth Management |
97,799 |
68,043 |
-29,756 |
-30.43% |
| Rocky Mountain Advisers LLC |
10,866 |
7,583 |
-3,283 |
-30.21% |
| Bremer Bank National Association |
19,580 |
13,674 |
-5,906 |
-30.16% |
| Paragon Capital Management Ltd |
6,551 |
4,611 |
-1,940 |
-29.61% |
| Private Advisor Group LLC |
182,188 |
129,295 |
-52,893 |
-29.03% |
| Orrstown Financial Services Inc. |
7,169 |
5,092 |
-2,077 |
-28.97% |
| Baldwin Brothers Inc. MA |
978 |
700 |
-278 |
-28.43% |
| One Day In July LLC |
25,784 |
18,460 |
-7,324 |
-28.41% |
| Schaeffer Financial LLC |
3,545 |
2,588 |
-957 |
-27.00% |
| West Financial Advisors LLC |
8,619 |
6,296 |
-2,323 |
-26.95% |
| Summit Financial LLC |
39,601 |
29,217 |
-10,384 |
-26.22% |
| Naples Global Advisors LLC |
34,471 |
25,522 |
-8,949 |
-25.96% |
| Ignite Planners LLC |
8,640 |
6,403 |
-2,237 |
-25.89% |
| Johnson Bixby & Associates LLC |
321,033 |
238,852 |
-82,181 |
-25.60% |
| 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% |
| AEGON USA Investment Management LLC |
7,262 |
5,502 |
-1,760 |
-24.24% |
| Intelligence Driven Advisers LLC |
953,582 |
735,007 |
-218,575 |
-22.92% |
| MEMBERS Trust Co |
621,857 |
480,475 |
-141,382 |
-22.74% |
| Country Club Bank GFN |
138,226 |
107,160 |
-31,066 |
-22.47% |
| Integrated Investment Consultants LLC |
15,615 |
12,152 |
-3,463 |
-22.18% |
| Verdence Capital Advisors LLC |
54,729 |
43,132 |
-11,597 |
-21.19% |
| Compass Advisory Group LLC |
9,405 |
7,432 |
-1,973 |
-20.98% |
| Financial Advocates Investment Management |
4,949 |
3,933 |
-1,016 |
-20.53% |
| Cooper Financial Group |
15,841 |
12,629 |
-3,212 |
-20.28% |
| Mendota Financial Group LLC |
7,080 |
5,699 |
-1,381 |
-19.51% |
| Catalyst Capital Advisors LLC |
104,723 |
84,723 |
-20,000 |
-19.10% |
| Flagship Harbor Advisors LLC |
45,914 |
37,576 |
-8,338 |
-18.16% |
| Simon Quick Advisors LLC |
37,638 |
30,923 |
-6,715 |
-17.84% |
| 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% |
| Braun Bostich & Associates Inc. |
14,857 |
12,365 |
-2,492 |
-16.77% |
| Cherry Creek Investment Advisors Inc. |
6,148 |
5,139 |
-1,009 |
-16.41% |
| 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% |
| Acorn Wealth Advisors LLC |
5,050 |
4,296 |
-754 |
-14.93% |
| 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% |
| Cambridge Investment Research Advisors Inc. |
364,301 |
316,682 |
-47,619 |
-13.07% |
| Court Place Advisors LLC |
7,916 |
6,890 |
-1,026 |
-12.96% |
| Round Rock Advisors LLC |
42,370 |
36,903 |
-5,467 |
-12.90% |
| Venturi Wealth Management LLC |
72 |
63 |
-9 |
-12.50% |
| J.W. Cole Advisors Inc. |
24,938 |
21,907 |
-3,031 |
-12.15% |
| 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% |
| Bank Hapoalim BM |
15,992 |
14,128 |
-1,864 |
-11.66% |
| Cary Street Partners Asset Management LLC |
8,535 |
7,561 |
-974 |
-11.41% |
| Community Bank of Raymore |
5,286 |
4,687 |
-599 |
-11.33% |
| Sigma Investment Counselors Inc. |
116,569 |
103,771 |
-12,798 |
-10.98% |
| Montecito Bank & Trust |
143,724 |
128,334 |
-15,390 |
-10.71% |
| Cary Street Partners Investment Advisory LLC |
10,534 |
9,410 |
-1,124 |
-10.67% |
| First Interstate Bank |
15,681 |
14,026 |
-1,655 |
-10.55% |
| Atlas Brown Inc. |
5,097 |
4,573 |
-524 |
-10.28% |
| Meredith Wealth Planning |
23,541 |
21,152 |
-2,389 |
-10.15% |
| Conrad Siegel Investment Advisors Inc. |
3,917 |
3,524 |
-393 |
-10.03% |
| Osborne Partners Capital Management LLC |
178,988 |
161,031 |
-17,957 |
-10.03% |
| Whelan Financial |
222,486 |
201,101 |
-21,385 |
-9.61% |
| 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% |
| Strategic Blueprint LLC |
18,643 |
16,959 |
-1,684 |
-9.03% |
| Wells Trecaso Financial Group LLC |
20,405 |
18,570 |
-1,835 |
-8.99% |
| Chatham Capital Group Inc. |
33,348 |
30,398 |
-2,950 |
-8.85% |
| Grimes & Company Inc. |
7,319 |
6,704 |
-615 |
-8.40% |
| Horan Capital Advisors LLC. |
22,828 |
20,948 |
-1,880 |
-8.24% |
| Compass Financial Group INC SD |
10,894 |
10,000 |
-894 |
-8.21% |
| Centurion Wealth Management LLC |
15,724 |
14,447 |
-1,277 |
-8.12% |
| Strid Group LLC |
6,669 |
6,135 |
-534 |
-8.01% |
| Mirae Asset Global Investments Co. Ltd. |
321,997 |
296,350 |
-25,647 |
-7.96% |
| Essex Financial Services Inc. |
26,386 |
24,309 |
-2,077 |
-7.87% |
| Connecticut Wealth Management LLC |
170,324 |
157,032 |
-13,292 |
-7.80% |
| GenTrust LLC |
25,736 |
23,738 |
-1,998 |
-7.76% |
| Aua Capital Management LLC |
31,731 |
29,507 |
-2,224 |
-7.01% |
| Capstone Triton Financial Group LLC |
5,273 |
4,904 |
-369 |
-7.00% |
| Parsons Capital Management Inc. RI |
60,116 |
55,961 |
-4,155 |
-6.91% |
| Insight Inv LLC |
29,317 |
27,317 |
-2,000 |
-6.82% |
| WASHINGTON TRUST Co |
244,867 |
228,226 |
-16,641 |
-6.80% |
| 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% |
| McKinley Carter Wealth Services Inc. |
29,679 |
27,694 |
-1,985 |
-6.69% |
| First Financialcorp IN |
482 |
450 |
-32 |
-6.64% |
| Nations Financial Group Inc. IA ADV |
11,923 |
11,138 |
-785 |
-6.58% |
| Fonville Wealth Management LLC |
6,725 |
6,283 |
-442 |
-6.57% |
| Berkshire Bank |
9,770 |
9,151 |
-619 |
-6.34% |
| 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% |
| Sonata Capital Group Inc. |
15,228 |
14,320 |
-908 |
-5.96% |
| Aspiriant LLC |
7,947 |
7,482 |
-465 |
-5.85% |
| Charter Trust Co. |
71,220 |
67,143 |
-4,077 |
-5.72% |
| Rezny Wealth Management Inc. |
203,157 |
192,025 |
-11,132 |
-5.48% |
| Adviser Investments LLC |
98,014 |
92,659 |
-5,355 |
-5.46% |
| Everett Harris & Co. CA |
98,245 |
92,990 |
-5,255 |
-5.35% |
| 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% |
| PDS Planning Inc |
9,414 |
8,999 |
-415 |
-4.41% |
| Spire Wealth Management |
57,587 |
55,062 |
-2,525 |
-4.38% |
| Bath Savings Trust Co |
382,149 |
365,429 |
-16,720 |
-4.38% |
| Cornell Pochily Investment Advisors Inc. |
3,182 |
3,044 |
-138 |
-4.34% |
| 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% |
| Consolidated Portfolio Review Corp |
10,282 |
9,890 |
-392 |
-3.81% |
| Krilogy Financial LLC |
16,116 |
15,512 |
-604 |
-3.75% |
| Pinnacle Wealth Management Advisory Group LLC |
6,109 |
5,884 |
-225 |
-3.68% |
| 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% |
| Asset Planning Corporation |
13,891 |
13,476 |
-415 |
-2.99% |
| Howard Capital Management Group LLC |
419,852 |
407,349 |
-12,503 |
-2.98% |
| Hunter Associates Investment Management LLC |
26,292 |
25,512 |
-780 |
-2.97% |
| N.E.W. Advisory Services LLC |
14,706 |
14,277 |
-429 |
-2.92% |
| Strategy Asset Managers LLC |
3,803 |
3,694 |
-109 |
-2.87% |
| 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% |
| Summit Global Investments |
13,683 |
13,332 |
-351 |
-2.57% |
| REDW Wealth LLC |
23,531 |
22,934 |
-597 |
-2.54% |
| Trellis Wealth Advisors LLC |
52,129 |
50,810 |
-1,319 |
-2.53% |
| Curbstone Financial Management Corp |
240,984 |
235,004 |
-5,980 |
-2.48% |
| Busey Wealth Management |
634,847 |
619,117 |
-15,730 |
-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% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
48,976 |
47,862 |
-1,114 |
-2.27% |
| Harbour Trust & Investment Management Co |
75,521 |
73,817 |
-1,704 |
-2.26% |
| 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% |
| Leavell Investment Management Inc. |
90,446 |
88,525 |
-1,921 |
-2.12% |
| SeaCrest Wealth Management LLC |
6,554 |
6,417 |
-137 |
-2.09% |
| Allworth Financial LP |
383,513 |
375,505 |
-8,008 |
-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% |
| JNBA Financial Advisors |
52,900 |
51,888 |
-1,012 |
-1.91% |
| Pinnacle Associates Ltd. |
15,416 |
15,141 |
-275 |
-1.78% |
| ZWJ Investment Counsel Inc. |
5,884 |
5,786 |
-98 |
-1.67% |
| Cedar Brook Financial Partners LLC |
10,541 |
10,368 |
-173 |
-1.64% |
| Coastline Trust Co |
4,418 |
4,348 |
-70 |
-1.58% |
| Charles Schwab Trust Co |
10,332 |
10,175 |
-157 |
-1.52% |
| Capasso Planning Partners LLC |
52,753 |
52,020 |
-733 |
-1.39% |
| Investment Advisory Group LLC |
15,819 |
15,604 |
-215 |
-1.36% |
| Uncommon Cents Investing LLC |
7,344 |
7,244 |
-100 |
-1.36% |
| Gordian Advisors LLC |
24,558 |
24,245 |
-313 |
-1.27% |
| Wealth Effects LLC |
11,730 |
11,581 |
-149 |
-1.27% |
| Wesbanco Bank Inc. |
17,707 |
17,484 |
-223 |
-1.26% |
| Bear Mountain Capital Inc. |
261,604 |
258,406 |
-3,198 |
-1.22% |
| 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% |
| Duncker Streett & Co. Inc. |
22,599 |
22,344 |
-255 |
-1.13% |
| Procyon Private Wealth Partners LLC |
7,404 |
7,325 |
-79 |
-1.07% |
| Bull Street Advisors LLC |
58,431 |
57,806 |
-625 |
-1.07% |
| Northwest Bancshares Inc. |
427,681 |
423,110 |
-4,571 |
-1.07% |
| Fortis Capital Management LLC |
16,991 |
16,811 |
-180 |
-1.06% |
| Presilium Private Wealth LLC |
54,027 |
53,486 |
-541 |
-1.00% |
| Forza Wealth Management LLC |
41,058 |
40,653 |
-405 |
-0.99% |
| Fort Pitt Capital Group LLC |
305,426 |
302,649 |
-2,777 |
-0.91% |
| Coastal Investment Advisors Inc. |
4,509 |
4,471 |
-38 |
-0.84% |
| 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% |
| Commonwealth Equity Services LLC |
823,790 |
817,432 |
-6,358 |
-0.77% |
| Jmac Enterprises LLC |
25,821 |
25,624 |
-197 |
-0.76% |
| 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% |
| Arcataur Capital Management LLC |
68,306 |
67,954 |
-352 |
-0.52% |
| NBC Securities Inc. |
4,408 |
4,387 |
-21 |
-0.48% |
| Moloney Securities Asset Management LLC |
9,296 |
9,253 |
-43 |
-0.46% |
| Windsor Capital Management LLC |
9,260 |
9,223 |
-37 |
-0.40% |
| Lowe Wealth Advisors LLC |
153,597 |
153,086 |
-511 |
-0.33% |
| Valeo Financial Advisors LLC |
1,434,319 |
1,432,845 |
-1,474 |
-0.10% |
| Chemistry Wealth Management LLC |
29,462 |
29,441 |
-21 |
-0.07% |
| HB Wealth Management LLC |
3,522 |
3,520 |
-2 |
-0.06% |
| Farmers & Merchants Investments Inc. |
226,579 |
226,445 |
-134 |
-0.06% |
| Rosenberg Matthew Hamilton |
42,716 |
42,694 |
-22 |
-0.05% |
| First National Bank & Trust Co. of Newtown |
643,177 |
642,912 |
-265 |
-0.04% |
| Regions Financial Corp |
25,880 |
25,870 |
-10 |
-0.04% |
| Brookstone Capital Management |
9,323 |
9,321 |
-2 |
-0.02% |
| 13F Filers Exiting VCSH |
|---|
| Ables Iannone Moore & Associates Inc. |
100 |
0 |
-100 |
-100.00% |
| Private Wealth Management Group LLC |
1,200 |
0 |
-1,200 |
-100.00% |
| 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% |
| B.O.S.S. Retirement Advisors LLC |
9,490 |
0 |
-9,490 |
-100.00% |
| FSC Wealth Advisors LLC |
50 |
0 |
-50 |
-100.00% |
| DMG Group LLC |
2,791 |
0 |
-2,791 |
-100.00% |
| Center For Asset Management LLC |
5,700 |
0 |
-5,700 |
-100.00% |
| Planned Solutions Inc. |
473 |
0 |
-473 |
-100.00% |
| Tennessee Valley Asset Management Partners |
401 |
0 |
-401 |
-100.00% |
| Capital Advisors Wealth Management LLC |
6,262 |
0 |
-6,262 |
-100.00% |
| Advisor Resource Council |
14,973 |
0 |
-14,973 |
-100.00% |
| Praetorian Wealth Management Inc. |
3,574 |
0 |
-3,574 |
-100.00% |
| Cadent Capital Advisors LLC |
11,812 |
0 |
-11,812 |
-100.00% |
| HighMark Wealth Management LLC |
83 |
0 |
-83 |
-100.00% |
| Powell Investment Advisors LLC |
36,157 |
0 |
-36,157 |
-100.00% |
| Sierra Capital LLC |
3,000 |
0 |
-3,000 |
-100.00% |
| Occidental Asset Management LLC |
2,727 |
0 |
-2,727 |
-100.00% |
| Kovack Advisors Inc. |
21,926 |
0 |
-21,926 |
-100.00% |
| BlueSky Wealth Advisors LLC |
625,833 |
0 |
-625,833 |
-100.00% |
| Symmetry Partners LLC |
225,032 |
0 |
-225,032 |
-100.00% |
| Meridian Wealth Management LLC |
53,385 |
0 |
-53,385 |
-100.00% |
| McMahon Financial Advisors LLC |
6,489 |
0 |
-6,489 |
-100.00% |
| Trinity Wealth Management LLC |
2,605 |
0 |
-2,605 |
-100.00% |
| Syverson Strege & Co |
13,778 |
0 |
-13,778 |
-100.00% |
| SMI Advisory Services LLC |
2,831 |
0 |
-2,831 |
-100.00% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
2,875 |
0 |
-2,875 |
-100.00% |
| Hanson & Doremus Investment Management |
144 |
0 |
-144 |
-100.00% |
| Blue Bell Private Wealth Management LLC |
2,293 |
0 |
-2,293 |
-100.00% |
| Rational Advisors LLC |
104,723 |
0 |
-104,723 |
-100.00% |
| Amarillo National Bank |
55,710 |
0 |
-55,710 |
-100.00% |
| Wedge Capital Management L L P NC |
86,500 |
0 |
-86,500 |
-100.00% |
| Tompkins Financial Corp |
10 |
0 |
-10 |
-100.00% |
| Godsey & Gibb Associates |
406 |
0 |
-406 |
-100.00% |
| Calton & Associates Inc. |
14,374 |
0 |
-14,374 |
-100.00% |
| Eclectic Associates Inc. ADV |
2,866 |
0 |
-2,866 |
-100.00% |
See Summary: Institutional Holders of VCSH
See Details: Top 10 Hedge Funds Holding VCSH
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