HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EEMV Share Count | ||||
| First Pacific Financial | 73 | 220 | +147 | +201.37% |
| NBT Bank N A NY | 4,578 | 9,237 | +4,659 | +101.77% |
| Foster Group Inc. | 12,092 | 18,825 | +6,733 | +55.68% |
| Sound Income Strategies LLC | 605 | 893 | +288 | +47.60% |
| MorganRosel Wealth Management LLC | 6,028 | 8,824 | +2,796 | +46.38% |
| Private Trust Co. NA | 344 | 474 | +130 | +37.79% |
| Stratos Wealth Advisors LLC | 11,381 | 12,849 | +1,468 | +12.90% |
| Park Avenue Securities LLC | 6,614 | 7,010 | +396 | +5.99% |
| Global Retirement Partners LLC | 7,085 | 7,485 | +400 | +5.65% |
| RHS Financial LLC | 14,878 | 15,642 | +764 | +5.14% |
| Archford Capital Strategies LLC | 110,666 | 116,339 | +5,673 | +5.13% |
| Wealth Enhancement Advisory Services LLC | 121,503 | 125,398 | +3,895 | +3.21% |
| Burkett Financial Services LLC | 237,141 | 244,409 | +7,268 | +3.06% |
| Pallas Capital Advisors LLC | 99,452 | 102,035 | +2,583 | +2.60% |
| Edmonds Duncan Registered Investment Advisors LLC | 123,469 | 126,049 | +2,580 | +2.09% |
| Iron Financial LLC | 4,888 | 4,969 | +81 | +1.66% |
| ZRC Wealth Management LLC | 1,022 | 1,037 | +15 | +1.47% |
| Anderson Hoagland & Co. | 163,694 | 165,831 | +2,137 | +1.31% |
| Investment Partners Asset Management Inc. | 19,798 | 19,946 | +148 | +0.75% |
| Cedar Brook Financial Partners LLC | 43,596 | 43,924 | +328 | +0.75% |
| Plimoth Trust Co. LLC | 28,215 | 28,290 | +75 | +0.27% |
| Raymond James Financial Services Advisors Inc. | 201,202 | 201,660 | +458 | +0.23% |
| Congress Wealth Management LLC DE | 31,143 | 31,181 | +38 | +0.12% |
| 13F Filers Reporting New Positions In EEMV | ||||
| Caldwell Sutter Capital Inc. | 0 | 26 | +26 | +100% |
| Wealth Management Resources Inc. | 0 | 3,567 | +3,567 | +100% |
| Founders Financial Securities LLC | 0 | 55,584 | +55,584 | +100% |
| Alaska Permanent Fund Corp | 0 | 101,507 | +101,507 | +100% |
| O ROURKE & COMPANY Inc | 0 | 4,713 | +4,713 | +100% |
| Simplicity Wealth LLC | 0 | 33,120 | +33,120 | +100% |
| Christopher J. Hasenberg Inc | 0 | 68 | +68 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Salem Investment Counselors Inc. | 371 | 371 | UNCH | 0.00% |
| Barrett & Company Inc. | 340 | 340 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 208 | 208 | UNCH | 0.00% |
| Webster Bank N. A. | 6,064 | 6,064 | UNCH | 0.00% |
| Cumberland Advisors Inc. | 5,110 | 5,110 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 427 | 427 | UNCH | 0.00% |
| Mather Group LLC. | 75,719 | 75,719 | UNCH | 0.00% |
| Westside Investment Management Inc. | 47 | 47 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 245 | 245 | UNCH | 0.00% |
| CKW Financial Group | 655 | 655 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 146 | 146 | UNCH | 0.00% |
| Bristlecone Advisors LLC | 9,236 | 9,236 | UNCH | 0.00% |
| Pinnacle Bank | 5,800 | 5,800 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 3 | 3 | UNCH | 0.00% |
| Independence Bank of Kentucky | 590 | 590 | UNCH | 0.00% |
| CVA Family Office LLC | 45 | 45 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 58 | 58 | UNCH | 0.00% |
| Rise Advisors LLC | 414 | 414 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 185 | 185 | UNCH | 0.00% |
| High Net Worth Advisory Group LLC | 3,742 | 3,742 | UNCH | 0.00% |
| Arlington Trust Co LLC | 121 | 121 | UNCH | 0.00% |
| Financial Perspectives Inc | 91 | 91 | UNCH | 0.00% |
| 13F Filers Decreasing EEMV Share Count | ||||
| Fifth Third Bancorp | 130 | 15 | -115 | -88.46% |
| Tsfg LLC | 9,788 | 2,131 | -7,657 | -78.23% |
| Stephens Consulting LLC | 496 | 244 | -252 | -50.81% |
| Venturi Wealth Management LLC | 373 | 250 | -123 | -32.98% |
| One Wealth Advisors LLC | 6,763 | 4,680 | -2,083 | -30.80% |
| Capital Advisors Ltd. LLC | 2,390 | 1,744 | -646 | -27.03% |
| Arcus Capital Partners LLC | 8,937 | 6,645 | -2,292 | -25.65% |
| AdvisorNet Financial Inc | 2,010 | 1,510 | -500 | -24.88% |
| Symmetry Partners LLC | 292,481 | 224,409 | -68,072 | -23.27% |
| Columbus Macro LLC | 7,400 | 5,716 | -1,684 | -22.76% |
| Parsons Capital Management Inc. RI | 5,894 | 4,819 | -1,075 | -18.24% |
| Lantz Financial LLC | 5,072 | 4,245 | -827 | -16.31% |
| Spire Wealth Management | 1,241 | 1,039 | -202 | -16.28% |
| Aspiriant LLC | 35,238 | 29,809 | -5,429 | -15.41% |
| Johnson & White Wealth Management LLC | 31,434 | 27,028 | -4,406 | -14.02% |
| Park Place Capital Corp | 2,168 | 1,865 | -303 | -13.98% |
| CWM LLC | 93,198 | 80,379 | -12,819 | -13.75% |
| Asset Dedication LLC | 24,266 | 21,502 | -2,764 | -11.39% |
| Kingswood Wealth Advisors LLC | 4,421 | 4,014 | -407 | -9.21% |
| Morton Brown Family Wealth LLC | 8,926 | 8,170 | -756 | -8.47% |
| Cambridge Investment Research Advisors Inc. | 41,652 | 38,128 | -3,524 | -8.46% |
| Strategic Blueprint LLC | 40,533 | 37,734 | -2,799 | -6.91% |
| Ballew Advisors Inc | 4,547 | 4,272 | -275 | -6.05% |
| UMA Financial Services Inc. | 39,470 | 37,219 | -2,251 | -5.70% |
| Raymond James & Associates | 109,198 | 104,225 | -4,973 | -4.55% |
| Brookstone Capital Management | 182,507 | 174,410 | -8,097 | -4.44% |
| Apella Capital LLC | 129,811 | 124,971 | -4,840 | -3.73% |
| Kathleen S. Wright Associates Inc. | 27,297 | 26,295 | -1,002 | -3.67% |
| AlphaMark Advisors LLC | 985 | 950 | -35 | -3.55% |
| Dakota Wealth Management | 29,338 | 28,402 | -936 | -3.19% |
| Market Street Wealth Management Advisors LLC | 11,990 | 11,631 | -359 | -2.99% |
| Patriot Investment Management Inc. | 9,384 | 9,122 | -262 | -2.79% |
| Northwest Capital Management Inc | 86,982 | 84,730 | -2,252 | -2.59% |
| Burt Wealth Advisors | 5,203 | 5,103 | -100 | -1.92% |
| Well Done LLC | 97,806 | 97,707 | -99 | -0.10% |
| Measured Wealth Private Client Group LLC | 9,009 | 9,002 | -7 | -0.08% |
| Evanson Asset Management LLC | 4,803 | 4,800 | -3 | -0.06% |
| 13F Filers Exiting EEMV | ||||
| Saxon Interests Inc. | 6,882 | 0 | -6,882 | -100.00% |
| Tennessee Valley Asset Management Partners | 308 | 0 | -308 | -100.00% |
| International Assets Investment Management LLC | 130,735 | 0 | -130,735 | -100.00% |
| Aprio Wealth Management LLC | 12,828 | 0 | -12,828 | -100.00% |
| Pacifica Partners Inc. | 553 | 0 | -553 | -100.00% |
| Hilltop Wealth Advisors LLC | 3,670 | 0 | -3,670 | -100.00% |
| CCG Wealth Management LLC | 6,422 | 0 | -6,422 | -100.00% |
| Aspire Private Capital LLC | 181 | 0 | -181 | -100.00% |
| Trilogy Capital Inc. | 3,918 | 0 | -3,918 | -100.00% |
| Signet Financial Management LLC | 61,082 | 0 | -61,082 | -100.00% |
| Gradient Investments LLC | 45 | 0 | -45 | -100.00% |
| Arlington Partners LLC | 121 | 0 | -121 | -100.00% |
| CENTRAL TRUST Co | 275 | 0 | -275 | -100.00% |
See Summary: Institutional Holders of EEMV
See Details: Top 10 Hedge Funds Holding EEMV
