HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EMTL Share Count | ||||
| UBS Group AG | 7,195 | 51,900 | +44,705 | +621.33% |
| Flow Traders U.S. LLC | 44,254 | 88,342 | +44,088 | +99.62% |
| NBC Securities Inc. | 1,314 | 1,914 | +600 | +45.66% |
| Vertex Planning Partners LLC | 5,360 | 6,135 | +775 | +14.46% |
| Executive Wealth Management LLC | 31,651 | 36,047 | +4,396 | +13.89% |
| 1620 Investment Advisors Inc. | 24,209 | 25,228 | +1,019 | +4.21% |
| Valmark Advisers Inc. | 10,018 | 10,379 | +361 | +3.60% |
| Jane Street Group LLC | 55,338 | 56,456 | +1,118 | +2.02% |
| Sentinel Pension Advisors Inc. | 14,097 | 14,350 | +253 | +1.79% |
| Pinnacle Wealth Planning Services Inc. | 167,287 | 169,024 | +1,737 | +1.04% |
| Bank of New York Mellon Corp | 183,359 | 184,711 | +1,352 | +0.74% |
| 13F Filers Reporting New Positions In EMTL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 663 | +663 | +100% |
| Morgan Stanley | 0 | 12 | +12 | +100% |
| Comerica Bank | 0 | 780 | +780 | +100% |
| Royal Bank of Canada | 0 | 130,099 | +130,099 | +100% |
| Arvest Investments Inc. | 0 | 55,044 | +55,044 | +100% |
| Northwestern Mutual Wealth Management Co. | 0 | 1,000 | +1,000 | +100% |
| Advisory Services Network LLC | 0 | 128 | +128 | +100% |
| EverSource Wealth Advisors LLC | 0 | 302 | +302 | +100% |
| Swisher Financial Concepts Inc. | 0 | 10,005 | +10,005 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Transamerica Financial Advisors Inc. | 2 | 2 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 875 | 875 | UNCH | 0.00% |
| 13F Filers Decreasing EMTL Share Count | ||||
| Private Trust Co. NA | 17,096 | 5,261 | -11,835 | -69.23% |
| Private Advisor Group LLC | 77,666 | 31,194 | -46,472 | -59.84% |
| Virtu Financial LLC | 170,579 | 72,742 | -97,837 | -57.36% |
| Bank of America Corp DE | 262 | 112 | -150 | -57.25% |
| IFP Advisors Inc | 2,533 | 1,700 | -833 | -32.89% |
| Orion Portfolio Solutions LLC | 70,298 | 63,483 | -6,815 | -9.69% |
| Treasure Coast Financial Planning | 132,240 | 122,766 | -9,474 | -7.16% |
| Change Path LLC | 9,074 | 8,456 | -618 | -6.81% |
| Journey Strategic Wealth LLC | 106,657 | 100,587 | -6,070 | -5.69% |
| Advisor Group Holdings Inc. | 7,268 | 7,017 | -251 | -3.45% |
| Main Street Financial Solutions LLC | 78,326 | 76,369 | -1,957 | -2.50% |
| Watchman Group Inc. | 44,906 | 44,018 | -888 | -1.98% |
| LPL Financial LLC | 19,747 | 19,408 | -339 | -1.72% |
| 13F Filers Exiting EMTL | ||||
| Kingsview Wealth Management LLC | 5,469 | 0 | -5,469 | -100.00% |
| Patriot Financial Group Insurance Agency LLC | 5 | 0 | -5 | -100.00% |
| Allworth Financial LP | 100 | 0 | -100 | -100.00% |
| Citadel Advisors LLC | 13,544 | 0 | -13,544 | -100.00% |
| Wells Fargo & Company MN | 1 | 0 | -1 | -100.00% |
See Summary: Institutional Holders of EMTL
See Details: Top 10 Hedge Funds Holding EMTL
