On this page, we present all of the funds holding FHLC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FHLC, with a link to that fund's top holdings. The next columns indicate the amount of FHLC stock held by each of the funds holding FHLC, followed by the FHLC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 316 funds holding FHLC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Management Inc.. For more details on the positions held by Charles Schwab Investment Management Inc. (or by any of the other funds holding FHLC), click the fund name in the "Holder" column of the funds-holding-FHLC table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Management Inc. | 5,075,295 | $328,321 | 12/31/2023 |
FHLC | 5,075,295 | $328,321 | 12/31/2023 |
Lido Advisors LLC | 1,734,432 | $112,200 | 12/31/2023 |
FHLC | 1,734,432 | $112,200 | 12/31/2023 |
Clal Insurance Enterprises Holdings Ltd | 1,019,000 | $65,919 | 12/31/2023 |
FHLC | 1,019,000 | $65,919 | 12/31/2023 |
Commonwealth Equity Services LLC | 550,488 | $35,611 | 12/31/2023 |
FHLC | 550,488 | $35,611 | 12/31/2023 |
Envestnet Asset Management Inc. | 526,912 | $34,086 | 12/31/2023 |
FHLC | 526,912 | $34,086 | 12/31/2023 |
LPL Financial LLC | 481,326 | $31,137 | 12/31/2023 |
FHLC | 481,326 | $31,137 | 12/31/2023 |
Harbour Investments Inc. | 476,727 | $30,839 | 12/31/2023 |
FHLC | 476,727 | $30,839 | 12/31/2023 |
Morgan Stanley | 407,006 | $26,329 | 12/31/2023 |
FHLC | 407,006 | $26,329 | 12/31/2023 |
Advisor Group Holdings Inc. | 297,796 | $19,276 | 12/31/2023 |
FHLC | 297,796 | $19,276 | 12/31/2023 |
Full Sail Capital LLC | 291,743 | $18,873 | 12/31/2023 |
FHLC | 291,743 | $18,873 | 12/31/2023 |
Adviser Investments LLC | 291,664 | $18,868 | 12/31/2023 |
FHLC | 291,664 | $18,868 | 12/31/2023 |
AE Wealth Management LLC | 275,648 | $18,127 | 12/31/2023 |
FHLC | 275,648 | $18,127 | 12/31/2023 |
Wells Fargo & Company MN | 275,940 | $17,851 | 12/31/2023 |
FHLC | 275,940 | $17,851 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 231,034 | $16,119 | 03/31/2024 |
FHLC | 231,034 | $16,119 | 03/31/2024 |
Bank of America Corp DE | 229,153 | $14,824 | 12/31/2023 |
FHLC | 229,153 | $14,824 | 12/31/2023 |
Waterway Wealth Management LLC | 181,362 | $12,654 | 03/31/2024 |
FHLC | 181,362 | $12,654 | 03/31/2024 |
JPMorgan Chase & Co. | 189,849 | $12,281 | 12/31/2023 |
FHLC | 189,849 | $12,281 | 12/31/2023 |
Weatherly Asset Management L. P. | 187,195 | $12,110 | 12/31/2023 |
FHLC | 187,195 | $12,110 | 12/31/2023 |
Eagle Capital Management LLC LA | 169,374 | $11,817 | 03/31/2024 |
FHLC | 169,374 | $11,817 | 03/31/2024 |
Traynor Capital Management Inc. | 155,836 | $10,873 | 03/31/2024 |
FHLC | 155,836 | $10,873 | 03/31/2024 |
Thrivent Financial for Lutherans | 163,744 | $10,593 | 12/31/2023 |
FHLC | 163,744 | $10,593 | 12/31/2023 |
Vicus Capital | 149,758 | $10,449 | 03/31/2024 |
FHLC | 149,758 | $10,449 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 153,542 | $9,933 | 12/31/2023 |
FHLC | 153,542 | $9,933 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 152,717 | $9,879 | 12/31/2023 |
FHLC | 152,717 | $9,879 | 12/31/2023 |
Buttonwood Financial Advisors Inc. | 145,827 | $9,434 | 12/31/2023 |
FHLC | 145,827 | $9,434 | 12/31/2023 |
GWM Advisors LLC | 137,297 | $8,882 | 12/31/2023 |
FHLC | 137,297 | $8,882 | 12/31/2023 |
Eqis Capital Management Inc. | 133,983 | $8,667 | 12/31/2023 |
FHLC | 133,983 | $8,667 | 12/31/2023 |
Investors Research Corp | 129,327 | $8,366 | 12/31/2023 |
FHLC | 129,327 | $8,366 | 12/31/2023 |
Baird Financial Group Inc. | 127,014 | $8,217 | 12/31/2023 |
FHLC | 127,014 | $8,217 | 12/31/2023 |
Lifeworks Advisors LLC | 119,680 | $7,742 | 12/31/2023 |
FHLC | 119,680 | $7,742 | 12/31/2023 |
Quantitative Strategies Inc. | 118,997 | $7,698 | 12/31/2023 |
FHLC | 118,997 | $7,698 | 12/31/2023 |
Kestra Advisory Services LLC | 118,235 | $7,649 | 12/31/2023 |
FHLC | 118,235 | $7,649 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 108,763 | $7,036 | 12/31/2023 |
FHLC | 108,763 | $7,036 | 12/31/2023 |
Ameriprise Financial Inc. | 107,505 | $6,954 | 12/31/2023 |
FHLC | 107,505 | $6,954 | 12/31/2023 |
UBS Group AG | 105,719 | $6,839 | 12/31/2023 |
FHLC | 105,719 | $6,839 | 12/31/2023 |
Richard C. Young & CO. LTD. | 104,648 | $6,770 | 12/31/2023 |
FHLC | 104,648 | $6,770 | 12/31/2023 |
Stifel Financial Corp | 103,041 | $6,666 | 12/31/2023 |
FHLC | 103,041 | $6,666 | 12/31/2023 |
Goldman Sachs Group Inc. | 100,263 | $6,486 | 12/31/2023 |
FHLC | 100,263 | $6,486 | 12/31/2023 |
Cetera Advisor Networks LLC | 93,436 | $6,044 | 12/31/2023 |
FHLC | 93,436 | $6,044 | 12/31/2023 |
Monumental Financial Group Inc. | 84,323 | $5,883 | 03/31/2024 |
FHLC | 84,323 | $5,883 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 87,205 | $5,641 | 12/31/2023 |
FHLC | 87,205 | $5,641 | 12/31/2023 |
Armor Investment Advisors LLC | 83,598 | $5,408 | 12/31/2023 |
FHLC | 83,598 | $5,408 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 83,517 | $5,403 | 12/31/2023 |
FHLC | 83,517 | $5,403 | 12/31/2023 |
FMR LLC | 76,415 | $4,943 | 12/31/2023 |
FHLC | 76,415 | $4,943 | 12/31/2023 |
AGF Management Ltd. | 75,253 | $4,868 | 12/31/2023 |
FHLC | 75,253 | $4,868 | 12/31/2023 |
Atria Wealth Solutions Inc. | 75,047 | $4,855 | 12/31/2023 |
FHLC | 75,047 | $4,855 | 12/31/2023 |
Financial Partners Group Inc | 71,845 | $4,648 | 12/31/2023 |
FHLC | 71,845 | $4,648 | 12/31/2023 |
Advisory Services Network LLC | 70,207 | $4,542 | 12/31/2023 |
FHLC | 70,207 | $4,542 | 12/31/2023 |
Eley Financial Management Inc | 69,408 | $4,490 | 12/31/2023 |
FHLC | 69,408 | $4,490 | 12/31/2023 |
Barry Investment Advisors LLC | 62,558 | $4,365 | 03/31/2024 |
FHLC | 62,558 | $4,365 | 03/31/2024 |
Rehmann Capital Advisory Group | 66,670 | $4,313 | 12/31/2023 |
FHLC | 66,670 | $4,313 | 12/31/2023 |
Exchange Capital Management Inc. | 56,348 | $3,931 | 03/31/2024 |
FHLC | 56,348 | $3,931 | 03/31/2024 |
Atlas Capital Advisors LLC | 55,665 | $3,884 | 03/31/2024 |
FHLC | 55,665 | $3,884 | 03/31/2024 |
Sigma Planning Corp | 59,965 | $3,879 | 12/31/2023 |
FHLC | 59,965 | $3,879 | 12/31/2023 |
Cetera Investment Advisers | 54,965 | $3,556 | 12/31/2023 |
FHLC | 54,965 | $3,556 | 12/31/2023 |
RFG Advisory LLC | 50,458 | $3,520 | 03/31/2024 |
FHLC | 50,458 | $3,520 | 03/31/2024 |
Halpern Financial Inc. | 50,630 | $3,443 | 03/31/2024 |
FHLC | 50,630 | $3,443 | 03/31/2024 |
Maltin Wealth Management Inc. | 47,477 | $3,312 | 03/31/2024 |
FHLC | 47,477 | $3,312 | 03/31/2024 |
Fifth Third Securities Inc. | 47,147 | $3,289 | 03/31/2024 |
FHLC | 47,147 | $3,289 | 03/31/2024 |
Royal Bank of Canada | 50,743 | $3,282 | 12/31/2023 |
FHLC | 50,743 | $3,282 | 12/31/2023 |
Yoder Wealth Management Inc. | 46,108 | $3,217 | 03/31/2024 |
FHLC | 46,108 | $3,217 | 03/31/2024 |
Northern Trust Corp | 49,560 | $3,206 | 12/31/2023 |
FHLC | 49,560 | $3,206 | 12/31/2023 |
Smith Salley & Associates | 47,144 | $3,050 | 12/31/2023 |
FHLC | 47,144 | $3,050 | 12/31/2023 |
Prudential Financial Inc. | 45,179 | $2,923 | 12/31/2023 |
FHLC | 45,179 | $2,923 | 12/31/2023 |
Truist Financial Corp | 44,604 | $2,885 | 12/31/2023 |
FHLC | 44,604 | $2,885 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 39,961 | $2,788 | 03/31/2024 |
FHLC | 39,961 | $2,788 | 03/31/2024 |
Equitable Holdings Inc. | 40,796 | $2,639 | 12/31/2023 |
FHLC | 40,796 | $2,639 | 12/31/2023 |
Integrated Advisors Network LLC | 40,521 | $2,621 | 12/31/2023 |
FHLC | 40,521 | $2,621 | 12/31/2023 |
Susquehanna International Group LLP | $2,586 | 12/31/2023 | |
FHLC | 31,964 | $2,068 | 12/31/2023 |
Call | 8,000 | $518 | 12/31/2023 |
Snowden Capital Advisors LLC | 39,502 | $2,555 | 12/31/2023 |
FHLC | 39,502 | $2,555 | 12/31/2023 |
TrinityPoint Wealth LLC | 38,359 | $2,481 | 12/31/2023 |
FHLC | 38,359 | $2,481 | 12/31/2023 |
Valmark Advisers Inc. | 38,225 | $2,473 | 12/31/2023 |
FHLC | 38,225 | $2,473 | 12/31/2023 |
Mariner LLC | 37,428 | $2,421 | 12/31/2023 |
FHLC | 37,428 | $2,421 | 12/31/2023 |
Beaumont Asset Management L.L.C. | 35,601 | $2,303 | 12/31/2023 |
FHLC | 35,601 | $2,303 | 12/31/2023 |
Mascoma Wealth Management LLC | 34,153 | $2,209 | 12/31/2023 |
FHLC | 34,153 | $2,209 | 12/31/2023 |
J.W. Cole Advisors Inc. | 32,624 | $2,110 | 12/31/2023 |
FHLC | 32,624 | $2,110 | 12/31/2023 |
Marotta Asset Management | 29,700 | $2,072 | 03/31/2024 |
FHLC | 29,700 | $2,072 | 03/31/2024 |
Lynch & Associates IN | 29,484 | $2,057 | 03/31/2024 |
FHLC | 29,484 | $2,057 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 30,598 | $1,979 | 12/31/2023 |
FHLC | 30,598 | $1,979 | 12/31/2023 |
Lloyd Advisory Services LLC. | 28,212 | $1,968 | 03/31/2024 |
FHLC | 28,212 | $1,968 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 26,974 | $1,882 | 03/31/2024 |
FHLC | 26,974 | $1,882 | 03/31/2024 |
Ameritas Advisory Services LLC | 27,175 | $1,847 | 12/31/2023 |
FHLC | 27,175 | $1,847 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 27,868 | $1,803 | 12/31/2023 |
FHLC | 27,868 | $1,803 | 12/31/2023 |
Kestra Private Wealth Services LLC | 27,665 | $1,790 | 12/31/2023 |
FHLC | 27,665 | $1,790 | 12/31/2023 |
Kowal Investment Group LLC | 25,314 | $1,766 | 03/31/2024 |
FHLC | 25,314 | $1,766 | 03/31/2024 |
VCI Wealth Management LLC | 25,928 | $1,677 | 12/31/2023 |
FHLC | 25,928 | $1,677 | 12/31/2023 |
Signature Wealth Management Partners LLC | 25,630 | $1,658 | 12/31/2023 |
FHLC | 25,630 | $1,658 | 12/31/2023 |
Beaumont Financial Advisors LLC | 25,149 | $1,627 | 12/31/2023 |
FHLC | 25,149 | $1,627 | 12/31/2023 |
Lincoln National Corp | 24,450 | $1,582 | 12/31/2023 |
FHLC | 24,450 | $1,582 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 24,453 | $1,582 | 12/31/2023 |
FHLC | 24,453 | $1,582 | 12/31/2023 |
Atlas Brown Inc. | 22,636 | $1,579 | 03/31/2024 |
FHLC | 22,636 | $1,579 | 03/31/2024 |
Citadel Advisors LLC | 24,207 | $1,566 | 12/31/2023 |
FHLC | 24,207 | $1,566 | 12/31/2023 |
HighTower Advisors LLC | 23,832 | $1,538 | 12/31/2023 |
FHLC | 23,832 | $1,538 | 12/31/2023 |
Birchcreek Wealth Management LLC | 23,422 | $1,515 | 12/31/2023 |
FHLC | 23,422 | $1,515 | 12/31/2023 |
WBI Investments | 21,808 | $1,411 | 12/31/2023 |
FHLC | 21,808 | $1,411 | 12/31/2023 |
StoneX Group Inc. | 21,709 | $1,397 | 12/31/2023 |
FHLC | 21,709 | $1,397 | 12/31/2023 |
Atria Investments LLC | 21,307 | $1,378 | 12/31/2023 |
FHLC | 21,307 | $1,378 | 12/31/2023 |
Sunbelt Securities Inc. | 19,737 | $1,377 | 03/31/2024 |
FHLC | 19,737 | $1,377 | 03/31/2024 |
Nwam LLC | 20,974 | $1,357 | 12/31/2023 |
FHLC | 20,974 | $1,357 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 20,944 | $1,355 | 12/31/2023 |
FHLC | 20,944 | $1,355 | 12/31/2023 |
Charter Oak Capital Management LLC | 20,251 | $1,310 | 12/31/2023 |
FHLC | 20,251 | $1,310 | 12/31/2023 |
MML Investors Services LLC | 20,234 | $1,309 | 12/31/2023 |
FHLC | 20,234 | $1,309 | 12/31/2023 |
KCM Investment Advisors LLC | 19,958 | $1,291 | 12/31/2023 |
FHLC | 19,958 | $1,291 | 12/31/2023 |
NBC Securities Inc. | 18,046 | $1,259 | 03/31/2024 |
FHLC | 18,046 | $1,259 | 03/31/2024 |
Jane Street Group LLC | 19,300 | $1,249 | 12/31/2023 |
FHLC | 19,300 | $1,249 | 12/31/2023 |
Principal Securities Inc. | 19,111 | $1,236 | 12/31/2023 |
FHLC | 19,111 | $1,236 | 12/31/2023 |
Dakota Wealth Management | 16,904 | $1,094 | 12/31/2023 |
FHLC | 16,904 | $1,094 | 12/31/2023 |
Bank of Montreal Can | 16,465 | $1,067 | 12/31/2023 |
FHLC | 16,465 | $1,067 | 12/31/2023 |
GSA Capital Partners LLP | 16,160 | $1,045 | 12/31/2023 |
FHLC | 16,160 | $1,045 | 12/31/2023 |
Court Place Advisors LLC | 16,088 | $1,041 | 12/31/2023 |
FHLC | 16,088 | $1,041 | 12/31/2023 |
Spire Wealth Management | 15,178 | $999 | 12/31/2023 |
FHLC | 15,178 | $999 | 12/31/2023 |
Tandem Capital Management Corp ADV | 15,377 | $995 | 12/31/2023 |
FHLC | 15,377 | $995 | 12/31/2023 |
Miracle Mile Advisors LLC | 14,092 | $983 | 03/31/2024 |
FHLC | 14,092 | $983 | 03/31/2024 |
Avantax Advisory Services Inc. | 15,049 | $974 | 12/31/2023 |
FHLC | 15,049 | $974 | 12/31/2023 |
MAI Capital Management | 14,418 | $933 | 12/31/2023 |
FHLC | 14,418 | $933 | 12/31/2023 |
Retirement Planning Group | 13,050 | $911 | 03/31/2024 |
FHLC | 13,050 | $911 | 03/31/2024 |
Cedrus LLC | 13,021 | $908 | 03/31/2024 |
FHLC | 13,021 | $908 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 13,909 | $900 | 12/31/2023 |
FHLC | 13,909 | $900 | 12/31/2023 |
Private Advisor Group LLC | 13,798 | $893 | 12/31/2023 |
FHLC | 13,798 | $893 | 12/31/2023 |
Legacy Financial Strategies LLC | 12,728 | $888 | 03/31/2024 |
FHLC | 12,728 | $888 | 03/31/2024 |
Janney Montgomery Scott LLC | 13,412 | $868 | 12/31/2023 |
FHLC | 13,412 | $868 | 12/31/2023 |
Canton Hathaway LLC | 13,343 | $863 | 12/31/2023 |
FHLC | 13,343 | $863 | 12/31/2023 |
Boston Private Wealth LLC | 13,317 | $861 | 12/31/2023 |
FHLC | 13,317 | $861 | 12/31/2023 |
Arkadios Wealth Advisors | 13,136 | $850 | 12/31/2023 |
FHLC | 13,136 | $850 | 12/31/2023 |
Fisher Asset Management LLC | 12,913 | $835 | 12/31/2023 |
FHLC | 12,913 | $835 | 12/31/2023 |
Creative Planning | 12,897 | $834 | 12/31/2023 |
FHLC | 12,897 | $834 | 12/31/2023 |
Ambassador Advisors LLC | 12,342 | $828 | 12/31/2023 |
FHLC | 12,342 | $828 | 12/31/2023 |
Stratos Wealth Advisors LLC | 11,326 | $790 | 03/31/2024 |
FHLC | 11,326 | $790 | 03/31/2024 |
Montag A & Associates Inc. | 12,157 | $786 | 12/31/2023 |
FHLC | 12,157 | $786 | 12/31/2023 |
Roman Butler Fullerton & Co. | 11,559 | $760 | 12/31/2023 |
FHLC | 11,559 | $760 | 12/31/2023 |
Flow Traders U.S. LLC | 11,622 | $752 | 12/31/2023 |
FHLC | 11,622 | $752 | 12/31/2023 |
Wealthstar Advisors LLC | 10,182 | $710 | 03/31/2024 |
FHLC | 10,182 | $710 | 03/31/2024 |
Demars Financial Group LLC | 10,438 | $675 | 12/31/2023 |
FHLC | 10,438 | $675 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 10,222 | $661 | 12/31/2023 |
FHLC | 10,222 | $661 | 12/31/2023 |
Raymond James & Associates | 10,001 | $647 | 12/31/2023 |
FHLC | 10,001 | $647 | 12/31/2023 |
Cetera Advisors LLC | 9,940 | $643 | 12/31/2023 |
FHLC | 9,940 | $643 | 12/31/2023 |
Mission Wealth Management LP | 9,699 | $627 | 12/31/2023 |
FHLC | 9,699 | $627 | 12/31/2023 |
Smith Chas P & Associates PA Cpas | 9,637 | $623 | 12/31/2023 |
FHLC | 9,637 | $623 | 12/31/2023 |
GUNN & Co INVESTMENT MANAGEMENT INC. | 9,637 | $623 | 12/31/2023 |
FHLC | 9,637 | $623 | 12/31/2023 |
Pathstone Holdings LLC | 9,488 | $613 | 12/31/2023 |
FHLC | 9,488 | $613 | 12/31/2023 |
Carr Financial Group Corp | 9,045 | $585 | 12/31/2023 |
FHLC | 9,045 | $585 | 12/31/2023 |
LifeSteps Financial Inc. | 9,004 | $582 | 12/31/2023 |
FHLC | 9,004 | $582 | 12/31/2023 |
Southern Capital Advisors LLC | 8,828 | $571 | 12/31/2023 |
FHLC | 8,828 | $571 | 12/31/2023 |
Crumly & Associates Inc. | 8,128 | $526 | 12/31/2023 |
FHLC | 8,128 | $526 | 12/31/2023 |
HRC Wealth Management LLC | 8,080 | $523 | 12/31/2023 |
FHLC | 8,080 | $523 | 12/31/2023 |
Atomi Financial Group Inc. | 8,043 | $520 | 12/31/2023 |
FHLC | 8,043 | $520 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 7,722 | $500 | 12/31/2023 |
FHLC | 7,722 | $500 | 12/31/2023 |
Essex Financial Services Inc. | 7,680 | $497 | 12/31/2023 |
FHLC | 7,680 | $497 | 12/31/2023 |
Bank of New York Mellon Corp | 7,663 | $496 | 12/31/2023 |
FHLC | 7,663 | $496 | 12/31/2023 |
Congress Wealth Management LLC DE | 7,051 | $492 | 03/31/2024 |
FHLC | 7,051 | $492 | 03/31/2024 |
Secure Asset Management LLC | 7,583 | $491 | 12/31/2023 |
FHLC | 7,583 | $491 | 12/31/2023 |
Citigroup Inc. | 7,547 | $488 | 12/31/2023 |
FHLC | 7,547 | $488 | 12/31/2023 |
TBH Global Asset Management LLC | 7,420 | $480 | 12/31/2023 |
FHLC | 7,420 | $480 | 12/31/2023 |
Ellis Investment Partners LLC | 6,829 | $476 | 03/31/2024 |
FHLC | 6,829 | $476 | 03/31/2024 |
Whalerock Point Partners LLC | 7,356,024 | $476 | 12/31/2023 |
FHLC | 7,356,024 | $476 | 12/31/2023 |
Regal Investment Advisors LLC | 7,343 | $475 | 12/31/2023 |
FHLC | 7,343 | $475 | 12/31/2023 |
Sequent Asset Management LLC | 6,291 | $439 | 03/31/2024 |
FHLC | 6,291 | $439 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 6,768 | $438 | 12/31/2023 |
FHLC | 6,768 | $438 | 12/31/2023 |
National Bank of Canada FI | 6,675 | $438 | 12/31/2023 |
FHLC | 6,675 | $438 | 12/31/2023 |
Tower Research Capital LLC TRC | 6,478 | $419 | 12/31/2023 |
FHLC | 6,478 | $419 | 12/31/2023 |
LexAurum Advisors LLC | 5,872 | $410 | 03/31/2024 |
FHLC | 5,872 | $410 | 03/31/2024 |
Resources Investment Advisors LLC. | 6,344 | $410 | 12/31/2023 |
FHLC | 6,344 | $410 | 12/31/2023 |
Schmidt P J Investment Management Inc. | 6,163 | $405 | 12/31/2023 |
FHLC | 6,163 | $405 | 12/31/2023 |
Founders Financial Securities LLC | 5,740 | $400 | 03/31/2024 |
FHLC | 5,740 | $400 | 03/31/2024 |
WBH Advisory Inc. | 5,666 | $395 | 03/31/2024 |
FHLC | 5,666 | $395 | 03/31/2024 |
Soltis Investment Advisors LLC | 6,044 | $391 | 12/31/2023 |
FHLC | 6,044 | $391 | 12/31/2023 |
Sequoia Financial Advisors LLC | 5,880 | $380 | 12/31/2023 |
FHLC | 5,880 | $380 | 12/31/2023 |
Pacific Sun Financial Corp | 5,318 | $344 | 12/31/2023 |
FHLC | 5,318 | $344 | 12/31/2023 |
Warner Financial Inc. | 5,313 | $344 | 12/31/2023 |
FHLC | 5,313 | $344 | 12/31/2023 |
Comerica Bank | 5,228 | $338 | 12/31/2023 |
FHLC | 5,228 | $338 | 12/31/2023 |
Per Stirling Capital Management LLC. | 5,099 | $330 | 12/31/2023 |
FHLC | 5,099 | $330 | 12/31/2023 |
Xcel Wealth Management LLC | 5,000 | $323 | 12/31/2023 |
FHLC | 5,000 | $323 | 12/31/2023 |
Creekmur Asset Management LLC | 4,972 | $322 | 12/31/2023 |
FHLC | 4,972 | $322 | 12/31/2023 |
WealthCare Investment Partners LLC | 4,593 | $320 | 03/31/2024 |
FHLC | 4,593 | $320 | 03/31/2024 |
Continuum Advisory LLC | 4,855 | $314 | 12/31/2023 |
FHLC | 4,855 | $314 | 12/31/2023 |
Brookstone Capital Management | 4,472 | $312 | 03/31/2024 |
FHLC | 4,472 | $312 | 03/31/2024 |
Calamos Wealth Management LLC | 4,717 | $305 | 12/31/2023 |
FHLC | 4,717 | $305 | 12/31/2023 |
PFG Advisors | 4,704 | $304 | 12/31/2023 |
FHLC | 4,704 | $304 | 12/31/2023 |
Advisors Capital Management LLC | 4,647 | $301 | 12/31/2023 |
FHLC | 4,647 | $301 | 12/31/2023 |
Silverleafe Capital Partners LLC | 4,254 | $297 | 03/31/2024 |
FHLC | 4,254 | $297 | 03/31/2024 |
Spectrum Wealth Counsel LLC | 4,538 | $294 | 12/31/2023 |
FHLC | 4,538 | $294 | 12/31/2023 |
SageView Advisory Group LLC | 4,372 | $290 | 12/31/2023 |
FHLC | 4,372 | $290 | 12/31/2023 |
Heritage Wealth Management Inc. Texas | 4,470 | $289 | 12/31/2023 |
FHLC | 4,470 | $289 | 12/31/2023 |
Gilbert & Cook Inc. | 4,437 | $287 | 12/31/2023 |
FHLC | 4,437 | $287 | 12/31/2023 |
Corepath Wealth Partners LLC | 4,358 | $286 | 12/31/2023 |
FHLC | 4,358 | $286 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 3,967 | $277 | 03/31/2024 |
FHLC | 3,967 | $277 | 03/31/2024 |
Panoramic Investment Advisors LLC | 3,939 | $275 | 03/31/2024 |
FHLC | 3,939 | $275 | 03/31/2024 |
River Wealth Advisors LLC | 4,234 | $274 | 12/31/2023 |
FHLC | 4,234 | $274 | 12/31/2023 |
Renaissance Technologies LLC | 4,100 | $265 | 12/31/2023 |
FHLC | 4,100 | $265 | 12/31/2023 |
Geneos Wealth Management Inc. | 4,093 | $265 | 12/31/2023 |
FHLC | 4,093 | $265 | 12/31/2023 |
Almanack Investment Partners LLC. | 3,997 | $259 | 12/31/2023 |
FHLC | 3,997 | $259 | 12/31/2023 |
Atlas Private Wealth Management | 3,648 | $255 | 03/31/2024 |
FHLC | 3,648 | $255 | 03/31/2024 |
Personal CFO Solutions LLC | 3,909 | $253 | 12/31/2023 |
FHLC | 3,909 | $253 | 12/31/2023 |
Mutual Advisors LLC | 3,881 | $251 | 12/31/2023 |
FHLC | 3,881 | $251 | 12/31/2023 |
Western Wealth Management LLC | 3,872 | $250 | 12/31/2023 |
FHLC | 3,872 | $250 | 12/31/2023 |
Artemis Wealth Advisors LLC | 3,826 | $248 | 12/31/2023 |
FHLC | 3,826 | $248 | 12/31/2023 |
IFP Advisors Inc | 3,801 | $246 | 12/31/2023 |
FHLC | 3,801 | $246 | 12/31/2023 |
Chicago Partners Investment Group LLC | 3,695 | $242 | 12/31/2023 |
FHLC | 3,695 | $242 | 12/31/2023 |
Evergreen Wealth Solutions LLC | 3,725 | $241 | 12/31/2023 |
FHLC | 3,725 | $241 | 12/31/2023 |
Castle Rock Wealth Management LLC | 3,654 | $239 | 12/31/2023 |
FHLC | 3,654 | $239 | 12/31/2023 |
Pensionmark Financial Group LLC | 3,529 | $228 | 12/31/2023 |
FHLC | 3,529 | $228 | 12/31/2023 |
Neuberger Berman Group LLC | 3,466 | $224 | 12/31/2023 |
FHLC | 3,466 | $224 | 12/31/2023 |
Hilltop Wealth Advisors LLC | 3,202 | $223 | 03/31/2024 |
FHLC | 3,202 | $223 | 03/31/2024 |
Williams & Novak LLC | 3,454 | $223 | 03/31/2024 |
FHLC | 3,454 | $223 | 03/31/2024 |
American National Bank & Trust Co. VA | 3,173 | $221 | 03/31/2024 |
FHLC | 3,173 | $221 | 03/31/2024 |
Eaton Financial Holdings Company LLC | 3,158 | $220 | 03/31/2024 |
FHLC | 3,158 | $220 | 03/31/2024 |
Captrust Financial Advisors | 3,376 | $218 | 12/31/2023 |
FHLC | 3,376 | $218 | 12/31/2023 |
Pallas Capital Advisors LLC | 3,083 | $215 | 03/31/2024 |
FHLC | 3,083 | $215 | 03/31/2024 |
Investment Advisory Group LLC | 3,328 | $215 | 12/31/2023 |
FHLC | 3,328 | $215 | 12/31/2023 |
Orion Portfolio Solutions LLC | 3,220 | $214 | 12/31/2023 |
FHLC | 3,220 | $214 | 12/31/2023 |
Altfest L J & Co. Inc. | 3,288 | $213 | 12/31/2023 |
FHLC | 3,288 | $213 | 12/31/2023 |
Johnson Investment Counsel Inc. | 3,271 | $212 | 12/31/2023 |
FHLC | 3,271 | $212 | 12/31/2023 |
Commonwealth Financial Services LLC | 3,257 | $211 | 12/31/2023 |
FHLC | 3,257 | $211 | 12/31/2023 |
Coldstream Capital Management Inc. | 3,221 | $208 | 12/31/2023 |
FHLC | 3,221 | $208 | 12/31/2023 |
Investmark Advisory Group LLC | 3,219 | $208 | 12/31/2023 |
FHLC | 3,219 | $208 | 12/31/2023 |
Valley Brook Capital Group | 3,200 | $207 | 12/31/2023 |
FHLC | 3,200 | $207 | 12/31/2023 |
LongView Wealth Management | 2,955 | $206 | 03/31/2024 |
FHLC | 2,955 | $206 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,164 | $205 | 12/31/2023 |
FHLC | 3,164 | $205 | 12/31/2023 |
Grant GrossMendelsohn LLC | 3,100 | $204 | 12/31/2023 |
FHLC | 3,100 | $204 | 12/31/2023 |
D Orazio & Associates Inc. | 3,130 | $202 | 12/31/2023 |
FHLC | 3,130 | $202 | 12/31/2023 |
Thrive Capital Management LLC | 3,098 | $200 | 12/31/2023 |
FHLC | 3,098 | $200 | 12/31/2023 |
SYM FINANCIAL Corp | 2,925 | $189 | 12/31/2023 |
FHLC | 2,925 | $189 | 12/31/2023 |
Mather Group LLC. | 2,846 | $184 | 03/31/2024 |
FHLC | 2,846 | $184 | 03/31/2024 |
Franklin Resources Inc. | 2,742 | $177 | 12/31/2023 |
FHLC | 2,742 | $177 | 12/31/2023 |
Qube Research & Technologies Ltd | 2,636 | $171 | 12/31/2023 |
FHLC | 2,636 | $171 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 2,396 | $155 | 12/31/2023 |
FHLC | 2,396 | $155 | 12/31/2023 |
Rosenberg Matthew Hamilton | 2,208 | $143 | 12/31/2023 |
FHLC | 2,208 | $143 | 12/31/2023 |
Planned Solutions Inc. | 2,000 | $129 | 12/31/2023 |
FHLC | 2,000 | $129 | 12/31/2023 |
EP Wealth Advisors LLC | 1,849 | $120 | 12/31/2023 |
FHLC | 1,849 | $120 | 12/31/2023 |
Providence Capital Advisors LLC | 1,775 | $115 | 12/31/2023 |
FHLC | 1,775 | $115 | 12/31/2023 |
CWM LLC | 1,596 | $111 | 03/31/2024 |
FHLC | 1,596 | $111 | 03/31/2024 |
Centaurus Financial Inc. | 1,622 | $105 | 12/31/2023 |
FHLC | 1,622 | $105 | 12/31/2023 |
Fifth Third Bancorp | 1,499 | $97 | 12/31/2023 |
FHLC | 1,499 | $97 | 12/31/2023 |
The PNC Financial Services Group Inc. | 1,502 | $97 | 12/31/2023 |
FHLC | 1,502 | $97 | 12/31/2023 |
Financial Perspectives Inc | 1,377 | $96 | 03/31/2024 |
FHLC | 1,377 | $96 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 1,417 | $92 | 12/31/2023 |
FHLC | 1,417 | $92 | 12/31/2023 |
Blair William & Co. IL | 1,353 | $88 | 12/31/2023 |
FHLC | 1,353 | $88 | 12/31/2023 |
Proequities Inc. | 1,348 | $87 | 12/31/2023 |
FHLC | 1,348 | $87 | 12/31/2023 |
Partnership Wealth Management LLC | 1,222 | $85 | 03/31/2024 |
FHLC | 1,222 | $85 | 03/31/2024 |
Colonial Trust Co SC | 1,240 | $80 | 12/31/2023 |
FHLC | 1,240 | $80 | 12/31/2023 |
Stone House Investment Management LLC | 1,225 | $79 | 12/31/2023 |
FHLC | 1,225 | $79 | 12/31/2023 |
Huntington National Bank | 1,141 | $74 | 12/31/2023 |
FHLC | 1,141 | $74 | 12/31/2023 |
American National Bank | 991 | $69 | 03/31/2024 |
FHLC | 991 | $69 | 03/31/2024 |
Anchor Investment Management LLC | 1,000 | $65 | 12/31/2023 |
FHLC | 1,000 | $65 | 12/31/2023 |
Allworth Financial LP | 889 | $58 | 12/31/2023 |
FHLC | 889 | $58 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 798 | $52 | 12/31/2023 |
FHLC | 798 | $52 | 12/31/2023 |
TD Waterhouse Canada Inc. | 776 | $51 | 12/31/2023 |
FHLC | 776 | $51 | 12/31/2023 |
Ancora Advisors LLC | 759 | $49 | 12/31/2023 |
FHLC | 759 | $49 | 12/31/2023 |
S.A. Mason LLC | 679 | $47 | 03/31/2024 |
FHLC | 679 | $47 | 03/31/2024 |
Hanson & Doremus Investment Management | 711 | $46 | 12/31/2023 |
FHLC | 711 | $46 | 12/31/2023 |
Atticus Wealth Management LLC | 640 | $45 | 03/31/2024 |
FHLC | 640 | $45 | 03/31/2024 |
HHM Wealth Advisors LLC | 700 | $45 | 12/31/2023 |
FHLC | 700 | $45 | 12/31/2023 |
First Community Trust NA | 637 | $44 | 03/31/2024 |
FHLC | 637 | $44 | 03/31/2024 |
Salem Investment Counselors Inc. | 600 | $42 | 03/31/2024 |
FHLC | 600 | $42 | 03/31/2024 |
Armstrong Advisory Group Inc. | 638 | $41 | 03/31/2024 |
FHLC | 638 | $41 | 03/31/2024 |
WFA Asset Management Corp | 578 | $40 | 03/31/2024 |
FHLC | 578 | $40 | 03/31/2024 |
Capital Investment Advisory Services LLC | 625 | $40 | 12/31/2023 |
FHLC | 625 | $40 | 12/31/2023 |
Sound Income Strategies LLC | 531 | $37 | 03/31/2024 |
FHLC | 531 | $37 | 03/31/2024 |
Private Trust Co. NA | 531 | $34 | 12/31/2023 |
FHLC | 531 | $34 | 12/31/2023 |
Solstein Capital LLC | 518 | $34 | 12/31/2023 |
FHLC | 518 | $34 | 12/31/2023 |
FSA Wealth Management LLC | 519 | $34 | 12/31/2023 |
FHLC | 519 | $34 | 12/31/2023 |
Parallel Advisors LLC | 512 | $33 | 12/31/2023 |
FHLC | 512 | $33 | 12/31/2023 |
Global Retirement Partners LLC | 473 | $31 | 12/31/2023 |
FHLC | 473 | $31 | 12/31/2023 |
GHP Investment Advisors Inc. | 449 | $29 | 12/31/2023 |
FHLC | 449 | $29 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 426 | $28 | 12/31/2023 |
FHLC | 426 | $28 | 12/31/2023 |
New England Capital Financial Advisors LLC | 396 | $26 | 12/31/2023 |
FHLC | 396 | $26 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 393 | $25 | 12/31/2023 |
FHLC | 393 | $25 | 12/31/2023 |
McIlrath & Eck LLC | 354 | $23 | 12/31/2023 |
FHLC | 354 | $23 | 12/31/2023 |
Capital Investment Counsel Inc | 344 | $22 | 12/31/2023 |
FHLC | 344 | $22 | 12/31/2023 |
Baystate Wealth Management LLC | 338 | $22 | 12/31/2023 |
FHLC | 338 | $22 | 12/31/2023 |
EPG Wealth Management LLC | 310 | $21 | 12/31/2023 |
FHLC | 310 | $21 | 12/31/2023 |
Godsey & Gibb Associates | 300 | $19 | 12/31/2023 |
FHLC | 300 | $19 | 12/31/2023 |
HM Payson & Co. | 300 | $19 | 12/31/2023 |
FHLC | 300 | $19 | 12/31/2023 |
Fairfield Bush & CO. | 300 | $19 | 12/31/2023 |
FHLC | 300 | $19 | 12/31/2023 |
First Horizon Advisors Inc. | 300 | $19 | 12/31/2023 |
FHLC | 300 | $19 | 12/31/2023 |
NewSquare Capital LLC | 281 | $18 | 12/31/2023 |
FHLC | 281 | $18 | 12/31/2023 |
Coastal Investment Advisors Inc. | 240 | $17 | 03/31/2024 |
FHLC | 240 | $17 | 03/31/2024 |
Larson Financial Group LLC | 241 | $16 | 12/31/2023 |
FHLC | 241 | $16 | 12/31/2023 |
Element Wealth LLC | 228 | $15 | 12/31/2023 |
FHLC | 228 | $15 | 12/31/2023 |
Bank of New Hampshire | 165 | $12 | 03/31/2024 |
FHLC | 165 | $12 | 03/31/2024 |
Gradient Investments LLC | 182 | $12 | 12/31/2023 |
FHLC | 182 | $12 | 12/31/2023 |
SRS Capital Advisors Inc. | 164 | $11 | 12/31/2023 |
FHLC | 164 | $11 | 12/31/2023 |
US Bancorp DE | 158 | $10 | 12/31/2023 |
FHLC | 158 | $10 | 12/31/2023 |
Valley National Advisers Inc. | 132 | $9 | 03/31/2024 |
FHLC | 132 | $9 | 03/31/2024 |
First Command Advisory Services Inc. | 138 | $9 | 12/31/2023 |
FHLC | 138 | $9 | 12/31/2023 |
Frazier Financial Advisors LLC | 133 | $9 | 12/31/2023 |
FHLC | 133 | $9 | 12/31/2023 |
CNB Bank | 130 | $8 | 12/31/2023 |
FHLC | 130 | $8 | 12/31/2023 |
Cornerstone Planning Group LLC | 122 | $8 | 12/31/2023 |
FHLC | 122 | $8 | 12/31/2023 |
Hoey Investments Inc. | 107 | $7 | 12/31/2023 |
FHLC | 107 | $7 | 12/31/2023 |
Dunhill Financial LLC | 109 | $7 | 12/31/2023 |
FHLC | 109 | $7 | 12/31/2023 |
Farther Finance Advisors LLC | 115 | $7 | 12/31/2023 |
FHLC | 115 | $7 | 12/31/2023 |
Signaturefd LLC | 96 | $6 | 12/31/2023 |
FHLC | 96 | $6 | 12/31/2023 |
Colonial Trust Advisors | 100 | $6 | 12/31/2023 |
FHLC | 100 | $6 | 12/31/2023 |
Tyler Stone Wealth Management | 89 | $6 | 12/31/2023 |
FHLC | 89 | $6 | 12/31/2023 |
Provence Wealth Management Group | 100 | $6 | 12/31/2023 |
FHLC | 100 | $6 | 12/31/2023 |
UMB Bank N A MO | 78 | $5 | 12/31/2023 |
FHLC | 78 | $5 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 74 | $5 | 12/31/2023 |
FHLC | 74 | $5 | 12/31/2023 |
Cape Investment Advisory Inc. | 75 | $5 | 12/31/2023 |
FHLC | 75 | $5 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 57 | $4 | 12/31/2023 |
FHLC | 57 | $4 | 12/31/2023 |
Team Financial Group LLC | 57 | $4 | 12/31/2023 |
FHLC | 57 | $4 | 12/31/2023 |
Main Street Group LTD | 60 | $4 | 12/31/2023 |
FHLC | 60 | $4 | 12/31/2023 |
LM Advisors LLC | 55 | $4 | 12/31/2023 |
FHLC | 55 | $4 | 12/31/2023 |
Able Wealth Management LLC | 63 | $4 | 12/31/2023 |
FHLC | 63 | $4 | 12/31/2023 |
Atlantic Trust LLC | 52 | $3 | 12/31/2023 |
FHLC | 52 | $3 | 12/31/2023 |
Raleigh Capital Management Inc. | 47 | $3 | 12/31/2023 |
FHLC | 47 | $3 | 12/31/2023 |
CVA Family Office LLC | 31 | $2 | 03/31/2024 |
FHLC | 31 | $2 | 03/31/2024 |
NBT Bank N A NY | 28 | $2 | 12/31/2023 |
FHLC | 28 | $2 | 12/31/2023 |
Assetmark Inc. | 35 | $2 | 12/31/2023 |
FHLC | 35 | $2 | 12/31/2023 |
HighMark Wealth Management LLC | 24 | $2 | 12/31/2023 |
FHLC | 24 | $2 | 12/31/2023 |
Pacifica Partners Inc. | 18 | $1 | 03/31/2024 |
FHLC | 18 | $1 | 03/31/2024 |
Arcadia Investment Management Corp MI | 20 | $1 | 12/31/2023 |
FHLC | 20 | $1 | 12/31/2023 |
Bogart Wealth LLC | 10 | $1 | 12/31/2023 |
FHLC | 10 | $1 | 12/31/2023 |
Lindbrook Capital LLC | 20 | $1 | 12/31/2023 |
FHLC | 20 | $1 | 12/31/2023 |
Sachetta LLC | 20 | $1 | 12/31/2023 |
FHLC | 20 | $1 | 12/31/2023 |
Founders Capital Management | 5 | $0 | 03/31/2024 |
FHLC | 5 | $0 | 03/31/2024 |
Iron Horse Wealth Management LLC | 6 | $0 | 03/31/2024 |
FHLC | 6 | $0 | 03/31/2024 |
West Branch Capital LLC | 1 | $0 | 12/31/2023 |
FHLC | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FHLC
See Details: Top 10 Hedge Funds Holding FHLC
Also See: FHLC Holdings Changes
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