EMHC Holdings Changes

This page summarizes the EMHC 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 EMHC 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 EMHC Share Count
Aspire Private Capital LLC	11,451	110,550	+99,099	+865.42%
Hobart Private Capital LLC	45,453	76,436	+30,983	+68.16%
Austin Private Wealth LLC	13,082	20,527	+7,445	+56.91%
Cambridge Investment Research Advisors Inc.	32,283	45,855	+13,572	+42.04%
Municipal Employees Retirement System of Michigan	7,262,948	10,176,669	+2,913,721	+40.12%
Smartleaf Asset Management LLC	1,715	1,836	+121	+7.06%
Global Retirement Partners LLC	334	347	+13	+3.89%
13F Filers Reporting New Positions In EMHC
Proequities Inc.	0	0	UNCH	100%
CWM LLC	0	4,901	+4,901	+100%
McNamara Financial Services Inc.	0	16,001	+16,001	+100%
RFG Advisory LLC	0	22,727	+22,727	+100%
Walkner Condon Financial Advisors LLC	0	29,407	+29,407	+100%
Richardson Financial Services Inc.	0	9,232	+9,232	+100%
13F Filers With Unchanged Share Count
Creative Financial Designs Inc. ADV	73	73	UNCH	0.00%
Adviser Investments LLC	14,875	14,875	UNCH	0.00%
Retirement Group LLC	142	142	UNCH	0.00%
13F Filers Decreasing EMHC Share Count
Simplicity Wealth LLC	10,689	10,600	-89	-0.83%

See Summary: Institutional Holders of EMHC
See Details: Top 10 Hedge Funds Holding EMHC

EMHC Holdings Changes | www.HoldingsChannel.com