HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EDOW Share Count | ||||
| Susquehanna International Group LLP | 9,671 | 69,095 | +59,424 | +614.46% |
| The PNC Financial Services Group Inc. | 739 | 1,466 | +727 | +98.38% |
| Royal Bank of Canada | 17,059 | 31,349 | +14,290 | +83.77% |
| UBS Group AG | 1,583 | 2,758 | +1,175 | +74.23% |
| D.A. Davidson & CO. | 10,120 | 15,986 | +5,866 | +57.96% |
| Jane Street Group LLC | 25,199 | 38,817 | +13,618 | +54.04% |
| AE Wealth Management LLC | 155,579 | 238,259 | +82,680 | +53.14% |
| New England Capital Financial Advisors LLC | 7,124 | 9,742 | +2,618 | +36.75% |
| Private Advisor Group LLC | 7,334 | 8,729 | +1,395 | +19.02% |
| GWM Advisors LLC | 564,526 | 663,878 | +99,352 | +17.60% |
| Benjamin F. Edwards & Company Inc. | 25,511 | 27,139 | +1,628 | +6.38% |
| Institutional & Family Asset Management LLC | 78 | 82 | +4 | +5.13% |
| Bank of America Corp DE | 84,941 | 88,098 | +3,157 | +3.72% |
| Wealthcare Advisory Partners LLC | 47,357 | 48,742 | +1,385 | +2.92% |
| Vestmark Advisory Solutions Inc. | 319,689 | 325,407 | +5,718 | +1.79% |
| Kestra Private Wealth Services LLC | 10,913 | 11,036 | +123 | +1.13% |
| Advisor Group Holdings Inc. | 57,910 | 58,178 | +268 | +0.46% |
| Commonwealth Equity Services LLC | 131,726 | 132,271 | +545 | +0.41% |
| Chicago Partners Investment Group LLC | 7,548 | 7,576 | +28 | +0.37% |
| Wealth Effects LLC | 8,733 | 8,735 | +2 | +0.02% |
| 13F Filers Reporting New Positions In EDOW | ||||
| Park Avenue Securities LLC | 0 | 6,470 | +6,470 | +100% |
| Mariner LLC | 0 | 9,454 | +9,454 | +100% |
| CWM LLC | 0 | 359 | +359 | +100% |
| Regal Investment Advisors LLC | 0 | 216,084 | +216,084 | +100% |
| HBW Advisory Services LLC | 0 | 8,329 | +8,329 | +100% |
| International Assets Investment Management LLC | 0 | 76,708 | +76,708 | +100% |
| ICA Group Wealth Management LLC | 0 | 790 | +790 | +100% |
| Tidemark LLC | 0 | 824 | +824 | +100% |
| Apollon Financial LLC | 0 | 6,349 | +6,349 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JPMorgan Chase & Co. | 536 | 536 | UNCH | 0.00% |
| Truist Financial Corp | 9,519 | 9,519 | UNCH | 0.00% |
| FMR LLC | 1 | 1 | UNCH | 0.00% |
| Goldman Sachs Group Inc. | 13,055 | 13,055 | UNCH | 0.00% |
| Allworth Financial LP | 6 | 6 | UNCH | 0.00% |
| Glassman Wealth Services | 3,159 | 3,159 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 600 | 600 | UNCH | 0.00% |
| ORG Partners LLC | 3,854 | 3,854 | UNCH | 0.00% |
| 13F Filers Decreasing EDOW Share Count | ||||
| J Arnold Wealth Management Co | 402,108 | 29,864 | -372,244 | -92.57% |
| NBC Securities Inc. | 390 | 93 | -297 | -76.15% |
| Harbour Investments Inc. | 33,774 | 10,598 | -23,176 | -68.62% |
| Sigma Planning Corp | 55,058 | 19,789 | -35,269 | -64.06% |
| DAVENPORT & Co LLC | 29,308 | 12,197 | -17,111 | -58.38% |
| Kestra Advisory Services LLC | 804,448 | 405,118 | -399,330 | -49.64% |
| Ameritas Advisory Services LLC | 52,902 | 31,786 | -21,116 | -39.92% |
| Wealthfront Advisers LLC | 13,329 | 9,743 | -3,586 | -26.90% |
| Stifel Financial Corp | 13,898 | 10,178 | -3,720 | -26.77% |
| Envestnet Asset Management Inc. | 110,439 | 85,029 | -25,410 | -23.01% |
| Insigneo Advisory Services LLC | 13,884 | 10,850 | -3,034 | -21.85% |
| Steward Partners Investment Advisory LLC | 2,510 | 1,993 | -517 | -20.60% |
| Parallel Advisors LLC | 1,744 | 1,394 | -350 | -20.07% |
| Raymond James Financial Services Advisors Inc. | 149,820 | 121,876 | -27,944 | -18.65% |
| Envestnet Portfolio Solutions Inc. | 8,817 | 7,547 | -1,270 | -14.40% |
| Cetera Investment Advisers | 72,914 | 68,069 | -4,845 | -6.64% |
| Stonebridge Financial Planning Group LLC | 7,937 | 7,459 | -478 | -6.02% |
| StoneX Group Inc. | 19,514 | 18,634 | -880 | -4.51% |
| Integrated Wealth Concepts LLC | 69,157 | 66,260 | -2,897 | -4.19% |
| Ignite Planners LLC | 133,680 | 129,441 | -4,239 | -3.17% |
| LPL Financial LLC | 935,278 | 907,767 | -27,511 | -2.94% |
| Stratos Wealth Partners LTD. | 14,083 | 13,675 | -408 | -2.90% |
| MML Investors Services LLC | 17,883 | 17,406 | -477 | -2.67% |
| Cambridge Investment Research Advisors Inc. | 54,225 | 52,969 | -1,256 | -2.32% |
| J.W. Cole Advisors Inc. | 7,850 | 7,722 | -128 | -1.63% |
| Morgan Stanley | 935,822 | 925,718 | -10,104 | -1.08% |
| Cetera Advisor Networks LLC | 11,836 | 11,789 | -47 | -0.40% |
| 13F Filers Exiting EDOW | ||||
| Gray Wealth Management Inc. | 7,180 | 0 | -7,180 | -100.00% |
| Western Wealth Management LLC | 9,843 | 0 | -9,843 | -100.00% |
| Citadel Advisors LLC | 7,636 | 0 | -7,636 | -100.00% |
| Avantax Advisory Services Inc. | 11,813 | 0 | -11,813 | -100.00% |
| Raymond James & Associates | 78,784 | 0 | -78,784 | -100.00% |
| Proequities Inc. | 200 | 0 | -200 | -100.00% |
See Summary: Institutional Holders of EDOW
See Details: Top 10 Hedge Funds Holding EDOW
