Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing EMLC Share Count | ||||
CWM LLC | 754 | 6,047 | +5,293 | +701.99% |
AdvisorNet Financial Inc | 292 | 1,008 | +716 | +245.21% |
Integrated Capital Management Inc. | 160,420 | 179,610 | +19,190 | +11.96% |
Apeiron RIA LLC | 18,455 | 19,809 | +1,354 | +7.34% |
Whitcomb & Hess Inc. | 306,004 | 327,672 | +21,668 | +7.08% |
Fidelity D & D Bancorp Inc. | 50,593 | 54,105 | +3,512 | +6.94% |
Park Avenue Securities LLC | 768,678 | 818,004 | +49,326 | +6.42% |
Capital Investment Advisors LLC | 1,491,854 | 1,561,475 | +69,621 | +4.67% |
Columbus Macro LLC | 20,166 | 20,675 | +509 | +2.52% |
Sound Income Strategies LLC | 59 | 60 | +1 | +1.69% |
13F Filers Reporting New Positions In EMLC | ||||
Massmutual Trust Co. FSB ADV | 0 | 265 | +265 | +100% |
Financial Management Professionals Inc. | 0 | 998 | +998 | +100% |
Mid American Wealth Advisory Group Inc. | 0 | 8,737 | +8,737 | +100% |
Financial Synergies Wealth Advisors Inc. | 0 | 120 | +120 | +100% |
13F Filers With Unchanged Share Count | ||||
Tompkins Financial Corp | 477 | 477 | UNCH | 0.00% |
Baldwin Brothers Inc. MA | 300 | 300 | UNCH | 0.00% |
Webster Bank N. A. | 3,393 | 3,393 | UNCH | 0.00% |
Ballentine Partners LLC | 21,835 | 21,835 | UNCH | 0.00% |
Harbor Investment Advisory LLC | 244 | 244 | UNCH | 0.00% |
Asset Dedication LLC | 229 | 229 | UNCH | 0.00% |
Sunbelt Securities Inc. | 2 | 2 | UNCH | 0.00% |
Pinnacle Bank | 312 | 312 | UNCH | 0.00% |
Manning & Napier Group LLC | 950,390 | 950,390 | UNCH | 0.00% |
Banque Cantonale Vaudoise | 3,000 | 3,000 | UNCH | 0.00% |
Signature Resources Capital Management LLC | 487 | 487 | UNCH | 0.00% |
13F Filers Decreasing EMLC Share Count | ||||
First Citizens Bank & Trust Co. | 1,735,207 | 121,166 | -1,614,041 | -93.02% |
Collective Family Office LLC | 182,574 | 20,714 | -161,860 | -88.65% |
Stratos Wealth Partners LTD. | 21,432 | 17,724 | -3,708 | -17.30% |
Hart & Patterson Financial Group LLC | 186,836 | 161,888 | -24,948 | -13.35% |
Bridge Advisory LLC | 630,542 | 556,288 | -74,254 | -11.78% |
RWM Asset Management LLC | 239,744 | 213,253 | -26,491 | -11.05% |
Wealth Enhancement Advisory Services LLC | 108,299 | 104,367 | -3,932 | -3.63% |
13F Filers Exiting EMLC | ||||
Andina Capital Management LLC | 157,859 | 0 | -157,859 | -100.00% |
International Assets Investment Management LLC | 44,210 | 0 | -44,210 | -100.00% |
Procyon Private Wealth Partners LLC | 13,760 | 0 | -13,760 | -100.00% |
Tsfg LLC | 23 | 0 | -23 | -100.00% |
See Summary: Institutional Holders of EMLC
See Details: Top 10 Hedge Funds Holding EMLC