HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EWMC Share Count | ||||
| Aspire Wealth Management Corp | 42 | 536 | +494 | +1176.19% |
| Bank of America Corp DE | 13,801 | 49,648 | +35,847 | +259.74% |
| Kestra Private Wealth Services LLC | 13,869 | 30,325 | +16,456 | +118.65% |
| WealthCare Investment Partners LLC | 7,467 | 15,570 | +8,103 | +108.52% |
| Royal Bank of Canada | 20,070 | 30,667 | +10,597 | +52.80% |
| Gateway Advisory LLC | 21,547 | 31,193 | +9,646 | +44.77% |
| Morgan Stanley | 280,637 | 391,091 | +110,454 | +39.36% |
| Commonwealth Equity Services LLC | 10,270 | 12,696 | +2,426 | +23.62% |
| LPL Financial LLC | 88,819 | 105,073 | +16,254 | +18.30% |
| Raymond James Financial Services Advisors Inc. | 53,165 | 61,858 | +8,693 | +16.35% |
| Harbour Investments Inc. | 700 | 764 | +64 | +9.14% |
| Wells Fargo & Company MN | 84,484 | 92,095 | +7,611 | +9.01% |
| GTS Securities LLC | 11,056 | 12,045 | +989 | +8.95% |
| FMR LLC | 259 | 269 | +10 | +3.86% |
| PSI Advisors LLC | 204 | 205 | +1 | +0.49% |
| 13F Filers Reporting New Positions In EWMC | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 51 | +51 | +100% |
| Fifth Third Securities Inc. | 0 | 6,786 | +6,786 | +100% |
| Thrivent Financial for Lutherans | 0 | 3,503 | +3,503 | +100% |
| Northwestern Mutual Wealth Management Co. | 0 | 101,708 | +101,708 | +100% |
| Regal Investment Advisors LLC | 0 | 2,102 | +2,102 | +100% |
| Jane Street Group LLC | 0 | 4,129 | +4,129 | +100% |
| StrategIQ Financial Group LLC | 0 | 2,192 | +2,192 | +100% |
| Cetera Investment Advisers | 0 | 50,955 | +50,955 | +100% |
| Arkadios Wealth Advisors | 0 | 3,443 | +3,443 | +100% |
| Cape Investment Advisory Inc. | 0 | 265 | +265 | +100% |
| Ethos Financial Group LLC | 0 | 7,958 | +7,958 | +100% |
| Evergreen Private Wealth LLC | 0 | 160 | +160 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 897 | 897 | UNCH | 0.00% |
| Huntington National Bank | 1,353 | 1,353 | UNCH | 0.00% |
| CWM LLC | 783 | 783 | UNCH | 0.00% |
| Baystate Wealth Management LLC | 135 | 135 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 3,216 | 3,216 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 665 | 665 | UNCH | 0.00% |
| Gladstone Institutional Advisory LLC | 2,750 | 2,750 | UNCH | 0.00% |
| Key Financial Inc | 73 | 73 | UNCH | 0.00% |
| 13F Filers Decreasing EWMC Share Count | ||||
| Ameriprise Financial Inc. | 319,012 | 69,933 | -249,079 | -78.08% |
| Creative Financial Designs Inc. ADV | 2,252 | 588 | -1,664 | -73.89% |
| Citadel Advisors LLC | 15,252 | 5,799 | -9,453 | -61.98% |
| Goldman Sachs Group Inc. | 18,233 | 10,100 | -8,133 | -44.61% |
| Axxcess Wealth Management LLC | 7,425 | 4,847 | -2,578 | -34.72% |
| BOK Financial Private Wealth Inc. | 200 | 146 | -54 | -27.00% |
| Susquehanna International Group LLP | 11,751 | 8,851 | -2,900 | -24.68% |
| Envestnet Asset Management Inc. | 25,594 | 19,371 | -6,223 | -24.31% |
| Global Retirement Partners LLC | 1,353 | 1,056 | -297 | -21.95% |
| GWM Advisors LLC | 417 | 332 | -85 | -20.38% |
| Truist Financial Corp | 21,496 | 17,599 | -3,897 | -18.13% |
| Advisor Group Holdings Inc. | 12,753 | 11,040 | -1,713 | -13.43% |
| Raymond James & Associates | 3,517 | 3,071 | -446 | -12.68% |
| Janney Montgomery Scott LLC | 2,532 | 2,305 | -227 | -8.97% |
| UBS Group AG | 26,867 | 24,487 | -2,380 | -8.86% |
| Lido Advisors LLC | 5,893 | 5,728 | -165 | -2.80% |
| Waycross Investment Management Co | 4,098 | 4,032 | -66 | -1.61% |
| Cambridge Investment Research Advisors Inc. | 5,204 | 5,138 | -66 | -1.27% |
| Raymond James Trust N.A. | 3,961 | 3,911 | -50 | -1.26% |
| Jackson Creek Investment Advisors LLC | 7,588 | 7,525 | -63 | -0.83% |
| Davis Investment Partners LLC | 15,454 | 15,404 | -50 | -0.32% |
| Cerity Partners LLC | 32,485 | 32,425 | -60 | -0.18% |
| 13F Filers Exiting EWMC | ||||
| Atomi Financial Group Inc. | 3,845 | 0 | -3,845 | -100.00% |
| Kestra Advisory Services LLC | 8,116 | 0 | -8,116 | -100.00% |
| Cetera Advisor Networks LLC | 3,926 | 0 | -3,926 | -100.00% |
| Cetera Advisors LLC | 2,489 | 0 | -2,489 | -100.00% |
| Leavell Investment Management Inc. | 10,000 | 0 | -10,000 | -100.00% |
| Affinity Wealth Management LLC | 229,502 | 0 | -229,502 | -100.00% |
| MML Investors Services LLC | 2,563 | 0 | -2,563 | -100.00% |
See Summary: Institutional Holders of EWMC
See Details: Top 10 Hedge Funds Holding EWMC
