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EWCO Holdings Changes image
This page summarizes the EWCO holdings changes quarter over quarter among those 13F filers that have reported for the 9/30/2023 period, comparing share count change from 6/30/2023 to 9/30/2023. Share count is compared over these two periods to provide an indication of whether EWCO 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).
Filer6/30/2023
 Share Count 
9/30/2023
 Share Count 
Change% Change
13F Filers Increasing EWCO Share Count
Bank of America Corp DE 45,896 253,452 +207,556 +452.23%
Financial Gravity Asset Management Inc. 28 67 +39 +139.29%
Lido Advisors LLC 13,556 22,574 +9,018 +66.52%
UBS Group AG 14,668 19,290 +4,622 +31.51%
Yoder Wealth Management Inc. 18,219 20,773 +2,554 +14.02%
Raymond James Financial Services Advisors Inc. 192,335 198,429 +6,094 +3.17%
HighTower Advisors LLC 193,805 197,075 +3,270 +1.69%
SignalPoint Asset Management LLC 75,171 76,044 +873 +1.16%
RFG Advisory LLC 196,936 199,024 +2,088 +1.06%
Great Valley Advisor Group Inc. 9,418 9,440 +22 +0.23%
13F Filers Reporting New Positions In EWCO
Wells Fargo & Company MN 0 1 +1 +100%
Proequities Inc. 0 0 UNCH 100%
Commonwealth Equity Services LLC 0 11,438 +11,438 +100%
Legacy Private Trust Co. 0 23,533 +23,533 +100%
Flow Traders U.S. LLC 0 23,308 +23,308 +100%
MCF Advisors LLC 0 111 +111 +100%
CM Wealth Advisors LLC 0 20,342 +20,342 +100%
Banque Cantonale Vaudoise 0 9,501 +9,501 +100%
Atria Wealth Solutions Inc. 0 18,646 +18,646 +100%
13F Filers With Unchanged Share Count
Exencial Wealth Advisors LLC 9,883 9,883 UNCH 0.00%
Laurel Wealth Advisors LLC 925 925 UNCH 0.00%
Cary Street Partners Investment Advisory LLC 990 990 UNCH 0.00%
Green Harvest Asset Management LLC 98,195 98,195 UNCH 0.00%
13F Filers Decreasing EWCO Share Count
Advisor Group Holdings Inc. 4,638 119 -4,519 -97.43%
GWM Advisors LLC 15,042 967 -14,075 -93.57%
LPL Financial LLC 69,568 8,580 -60,988 -87.67%
Royal Bank of Canada 23,850 3,756 -20,094 -84.25%
Eqis Capital Management Inc. 25,956 20,114 -5,842 -22.51%
Laidlaw Wealth Management LLC 13,453 10,496 -2,957 -21.98%
Goldman Sachs Group Inc. 31,259 26,152 -5,107 -16.34%
Walker Asset Management LLC 25,879 25,519 -360 -1.39%
Raymond James & Associates 114,062 113,765 -297 -0.26%
13F Filers Exiting EWCO
Verus Capital Partners LLC 19,389 0 -19,389 -100.00%
Strategic Blueprint LLC 8,089 0 -8,089 -100.00%
Jane Street Group LLC 12,614 0 -12,614 -100.00%
Private Advisor Group LLC 20,491 0 -20,491 -100.00%
Regal Investment Advisors LLC 21,556 0 -21,556 -100.00%
Westside Investment Management Inc. 89 0 -89 -100.00%
Susquehanna International Group LLP 29,914 0 -29,914 -100.00%
FMR LLC 1 0 -1 -100.00%

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

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