HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EELV Share Count | ||||
| Revisor Wealth Management LLC | 23,527 | 149,902 | +126,375 | +537.15% |
| Ignite Planners LLC | 84,529 | 119,541 | +35,012 | +41.42% |
| BKM Wealth Management LLC | 44,541 | 55,064 | +10,523 | +23.63% |
| Raymond James Financial Services Advisors Inc. | 110,283 | 114,882 | +4,599 | +4.17% |
| Lake Street Financial LLC | 53,925 | 56,025 | +2,100 | +3.89% |
| Lpwm LLC | 129,291 | 132,968 | +3,677 | +2.84% |
| Rainey & Randall Investment Management Inc. | 297,421 | 300,330 | +2,909 | +0.98% |
| Congress Wealth Management LLC DE | 168,613 | 169,734 | +1,121 | +0.66% |
| RFG Advisory LLC | 20,246 | 20,376 | +130 | +0.64% |
| Choice Wealth Advisors LLC | 445,052 | 447,221 | +2,169 | +0.49% |
| Global Retirement Partners LLC | 3,337 | 3,348 | +11 | +0.33% |
| 13F Filers Reporting New Positions In EELV | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 44,653 | +44,653 | +100% |
| Park Avenue Securities LLC | 0 | 26,828 | +26,828 | +100% |
| Wagner Wealth Management LLC | 0 | 54 | +54 | +100% |
| Eagle Strategies LLC | 0 | 11,905 | +11,905 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Ayalon Holdings Ltd. | 1,000 | 1,000 | UNCH | 0.00% |
| Steel Peak Wealth Management LLC | 14,766 | 14,766 | UNCH | 0.00% |
| Lion Street Advisors LLC | 8,512 | 8,512 | UNCH | 0.00% |
| Sage Mountain Advisors LLC | 13,563 | 13,563 | UNCH | 0.00% |
| High Net Worth Advisory Group LLC | 20,000 | 20,000 | UNCH | 0.00% |
| 13F Filers Decreasing EELV Share Count | ||||
| Gradient Investments LLC | 76 | 4 | -72 | -94.74% |
| Flagship Harbor Advisors LLC | 113,135 | 18,974 | -94,161 | -83.23% |
| AdvisorNet Financial Inc | 8,176 | 1,583 | -6,593 | -80.64% |
| Stratos Wealth Partners LTD. | 27,853 | 15,672 | -12,181 | -43.73% |
| Sunbelt Securities Inc. | 2,589 | 1,574 | -1,015 | -39.20% |
| Raymond James & Associates | 39,311 | 33,322 | -5,989 | -15.23% |
| OMNI 360 Wealth Inc. | 12,817 | 11,979 | -838 | -6.54% |
| Wealth Enhancement Advisory Services LLC | 45,987 | 43,728 | -2,259 | -4.91% |
| Burkett Financial Services LLC | 13,329 | 12,733 | -596 | -4.47% |
| 13F Filers Exiting EELV | ||||
| Strategic Advocates LLC | 109,477 | 0 | -109,477 | -100.00% |
| Fortitude Family Office LLC | 699 | 0 | -699 | -100.00% |
| Cooper Financial Group | 16,659 | 0 | -16,659 | -100.00% |
| One Wealth Advisors LLC | 8,379 | 0 | -8,379 | -100.00% |
| Dynamic Advisor Solutions LLC | 42,728 | 0 | -42,728 | -100.00% |
See Summary: Institutional Holders of EELV
See Details: Top 10 Hedge Funds Holding EELV
