Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing EWX Share Count | ||||
AdvisorNet Financial Inc | 7 | 841 | +834 | +11914.29% |
Cambridge Investment Research Advisors Inc. | 6,058 | 28,488 | +22,430 | +370.25% |
Johnson Financial Group LLC | 8,073 | 27,106 | +19,033 | +235.76% |
Envestnet Asset Management Inc. | 13,151 | 41,430 | +28,279 | +215.03% |
Stratos Wealth Partners LTD. | 12,397 | 37,479 | +25,082 | +202.32% |
FMR LLC | 230 | 683 | +453 | +196.96% |
Comerica Bank | 2,766 | 7,760 | +4,994 | +180.55% |
The PNC Financial Services Group Inc. | 208 | 526 | +318 | +152.88% |
TD Capital Management LLC | 359 | 848 | +489 | +136.21% |
Tower Research Capital LLC TRC | 2 | 4 | +2 | +100.00% |
MML Investors Services LLC | 8,633 | 16,823 | +8,190 | +94.87% |
Ameriprise Financial Inc. | 60,472 | 103,871 | +43,399 | +71.77% |
We Are One Seven LLC | 54,754 | 88,301 | +33,547 | +61.27% |
AE Wealth Management LLC | 19,918 | 31,602 | +11,684 | +58.66% |
UBS Group AG | 11,790 | 17,909 | +6,119 | +51.90% |
Baird Financial Group Inc. | 10,139 | 15,178 | +5,039 | +49.70% |
Aptus Capital Advisors LLC | 257 | 379 | +122 | +47.47% |
Commonwealth Equity Services LLC | 12,442 | 17,932 | +5,490 | +44.12% |
Northwestern Mutual Wealth Management Co. | 1,551 | 2,182 | +631 | +40.68% |
Apella Capital LLC | 40,533 | 56,828 | +16,295 | +40.20% |
Hancock Whitney Corp | 11,064 | 15,484 | +4,420 | +39.95% |
Vista Investment Management | 14,153 | 18,489 | +4,336 | +30.64% |
WealthCare Investment Partners LLC | 5,690 | 7,365 | +1,675 | +29.44% |
BIP Wealth LLC | 71,969 | 86,212 | +14,243 | +19.79% |
Royal Bank of Canada | 20,302 | 24,276 | +3,974 | +19.57% |
Texas Yale Capital Corp. | 27,459 | 32,559 | +5,100 | +18.57% |
Shore Point Advisors LLC | 7,370 | 8,721 | +1,351 | +18.33% |
Bank of New York Mellon Corp | 21,763 | 25,376 | +3,613 | +16.60% |
Camelot Portfolios LLC | 15,311 | 17,846 | +2,535 | +16.56% |
Bank of America Corp DE | 565,511 | 647,828 | +82,317 | +14.56% |
Raymond James & Associates | 6,393 | 7,103 | +710 | +11.11% |
CIBC World Markets Inc. | 28,629 | 31,454 | +2,825 | +9.87% |
Kathleen S. Wright Associates Inc. | 25,575 | 26,933 | +1,358 | +5.31% |
Sepio Capital LP | 42,523 | 44,723 | +2,200 | +5.17% |
Thoroughbred Financial Services LLC | 7,352 | 7,730 | +378 | +5.14% |
CI Private Wealth LLC | 9,246 | 9,699 | +453 | +4.90% |
Spire Wealth Management | 10,642 | 11,130 | +488 | +4.59% |
Mariner LLC | 277,287 | 287,840 | +10,553 | +3.81% |
Wells Fargo & Company MN | 134,009 | 138,909 | +4,900 | +3.66% |
JPMorgan Chase & Co. | 20,269 | 20,965 | +696 | +3.43% |
Morgan Stanley | 196,271 | 201,787 | +5,516 | +2.81% |
WealthPLAN Partners LLC | 51,585 | 52,994 | +1,409 | +2.73% |
Pure Financial Advisors Inc. | 90,904 | 93,143 | +2,239 | +2.46% |
Rise Advisors LLC | 109 | 111 | +2 | +1.83% |
Montag A & Associates Inc. | 550 | 559 | +9 | +1.64% |
Maryland Capital Advisors Inc. | 18,561 | 18,818 | +257 | +1.38% |
Regal Investment Advisors LLC | 11,437 | 11,586 | +149 | +1.30% |
Affinity Wealth Management LLC | 320,783 | 324,811 | +4,028 | +1.26% |
Index Fund Advisors Inc. | 9,421 | 9,535 | +114 | +1.21% |
Creative Planning | 3,928,544 | 3,974,825 | +46,281 | +1.18% |
Global Retirement Partners LLC | 934 | 945 | +11 | +1.18% |
Waddell & Associates LLC | 562,517 | 569,090 | +6,573 | +1.17% |
Beaird Harris Wealth Management LLC | 1,183 | 1,196 | +13 | +1.10% |
Harbour Investments Inc. | 775 | 782 | +7 | +0.90% |
New York Life Investment Management LLC | 1,792,820 | 1,804,367 | +11,547 | +0.64% |
Venturi Wealth Management LLC | 103,264 | 103,850 | +586 | +0.57% |
Smith Moore & CO. | 16,559 | 16,622 | +63 | +0.38% |
Twin Focus Capital Partners LLC | 21,602 | 21,670 | +68 | +0.31% |
Advisory Services Network LLC | 17,103 | 17,123 | +20 | +0.12% |
Cassaday & Co Wealth Management LLC | 15,039 | 15,050 | +11 | +0.07% |
13F Filers Reporting New Positions In EWX | ||||
Principal Securities Inc. | 0 | 2,106 | +2,106 | +100% |
Citigroup Inc. | 0 | 18 | +18 | +100% |
Valmark Advisers Inc. | 0 | 7,937 | +7,937 | +100% |
Citadel Advisors LLC | 0 | 5,589 | +5,589 | +100% |
O Shaughnessy Asset Management LLC | 0 | 2,147 | +2,147 | +100% |
Sequent Asset Management LLC | 0 | 3,784 | +3,784 | +100% |
Cetera Advisors LLC | 0 | 5,558 | +5,558 | +100% |
Cetera Advisor Networks LLC | 0 | 5,245 | +5,245 | +100% |
Redhawk Wealth Advisors Inc. | 0 | 67,851 | +67,851 | +100% |
Baystate Wealth Management LLC | 0 | 44 | +44 | +100% |
Private Advisor Group LLC | 0 | 5,518 | +5,518 | +100% |
Merriman Wealth Management LLC | 0 | 35,744 | +35,744 | +100% |
Merit Financial Group LLC | 0 | 14,059 | +14,059 | +100% |
Cetera Investment Advisers | 0 | 11,624 | +11,624 | +100% |
Retirement Group LLC | 0 | 200 | +200 | +100% |
Wealthfront Advisers LLC | 0 | 4,581 | +4,581 | +100% |
Geneos Wealth Management Inc. | 0 | 1,022 | +1,022 | +100% |
JFG Wealth Management LLC | 0 | 12,491 | +12,491 | +100% |
Pacifica Partners Inc. | 0 | 35 | +35 | +100% |
Arkadios Wealth Advisors | 0 | 3,721 | +3,721 | +100% |
Tennessee Valley Asset Management Partners | 0 | 27 | +27 | +100% |
Montis Financial LLC | 0 | 4,062 | +4,062 | +100% |
New Millennium Group LLC | 0 | 8,572 | +8,572 | +100% |
Life Planning Partners Inc | 0 | 6,000 | +6,000 | +100% |
Koesten Hirschmann & Crabtree INC. | 0 | 70 | +70 | +100% |
13F Filers With Unchanged Share Count | ||||
Huntington National Bank | 1 | 1 | UNCH | 0.00% |
Proequities Inc. | 12 | 12 | UNCH | 0.00% |
Blair William & Co. IL | 1,220 | 1,220 | UNCH | 0.00% |
Victory Capital Management Inc. | 164,766 | 164,766 | UNCH | 0.00% |
White Pine Capital LLC | 6,920 | 6,920 | UNCH | 0.00% |
Whittier Trust Co. of Nevada Inc. | 1,280 | 1,280 | UNCH | 0.00% |
Private Trust Co. NA | 148 | 148 | UNCH | 0.00% |
Essex Financial Services Inc. | 13,230 | 13,230 | UNCH | 0.00% |
First Horizon Advisors Inc. | 6,359 | 6,359 | UNCH | 0.00% |
Checchi Capital Advisers LLC | 55,765 | 55,765 | UNCH | 0.00% |
GWM Advisors LLC | 1,571 | 1,571 | UNCH | 0.00% |
Integrated Advisors Network LLC | 5,139 | 5,139 | UNCH | 0.00% |
First Command Advisory Services Inc. | 18 | 18 | UNCH | 0.00% |
Qube Research & Technologies Ltd | 697 | 697 | UNCH | 0.00% |
Investors Research Corp | 45 | 45 | UNCH | 0.00% |
Prestige Wealth Management Group LLC | 21 | 21 | UNCH | 0.00% |
Falcon Wealth Planning | 4,239 | 4,239 | UNCH | 0.00% |
Crestone Asset Management LLC | 31,400 | 31,400 | UNCH | 0.00% |
Cassady Schiller Wealth Management LLC | 225 | 225 | UNCH | 0.00% |
Cardiff Park Advisors LLC | 1,203 | 1,203 | UNCH | 0.00% |
Daymark Wealth Partners LLC | 4,000 | 4,000 | UNCH | 0.00% |
Cherry Tree Wealth Management LLC | 561 | 561 | UNCH | 0.00% |
Farther Finance Advisors LLC | 1 | 1 | UNCH | 0.00% |
13F Filers Decreasing EWX Share Count | ||||
Resources Management Corp CT ADV | 875 | 56 | -819 | -93.60% |
Walkner Condon Financial Advisors LLC | 21,753 | 4,648 | -17,105 | -78.63% |
Wealthcare Advisory Partners LLC | 19,431 | 5,577 | -13,854 | -71.30% |
Capital Investment Advisory Services LLC | 70 | 29 | -41 | -58.57% |
LPL Financial LLC | 305,045 | 180,159 | -124,886 | -40.94% |
Clearstead Advisors LLC | 1,215 | 765 | -450 | -37.04% |
US Bancorp DE | 1,284 | 827 | -457 | -35.59% |
Advisor Group Holdings Inc. | 33,102 | 21,699 | -11,403 | -34.45% |
MainStreet Investment Advisors LLC | 6,999 | 5,324 | -1,675 | -23.93% |
Massmutual Trust Co. FSB ADV | 6,999 | 5,324 | -1,675 | -23.93% |
Parcion Private Wealth LLC | 9,138 | 7,256 | -1,882 | -20.60% |
Allworth Financial LP | 2,083 | 1,757 | -326 | -15.65% |
Asset Dedication LLC | 222 | 191 | -31 | -13.96% |
Transamerica Financial Advisors Inc. | 86,262 | 74,608 | -11,654 | -13.51% |
Resources Investment Advisors LLC. | 44,259 | 38,600 | -5,659 | -12.79% |
Equitable Holdings Inc. | 44,227 | 40,315 | -3,912 | -8.85% |
Alesco Advisors LLC | 17,973 | 16,598 | -1,375 | -7.65% |
Omega Financial Group LLC | 13,125 | 12,271 | -854 | -6.51% |
Sowell Financial Services LLC | 11,699 | 10,952 | -747 | -6.39% |
Buckingham Strategic Wealth LLC | 7,550 | 7,161 | -389 | -5.15% |
Austin Wealth Management LLC | 14,312 | 13,709 | -603 | -4.21% |
Sound Stewardship LLC | 10,285 | 9,862 | -423 | -4.11% |
Bank of Montreal Can | 1,046 | 1,007 | -39 | -3.73% |
SNS Financial Group LLC | 9,130 | 8,815 | -315 | -3.45% |
Addison Advisors LLC | 8,185 | 7,905 | -280 | -3.42% |
Financial Advocates Investment Management | 39,346 | 38,178 | -1,168 | -2.97% |
Martin & Co. Inc. TN | 43,622 | 42,383 | -1,239 | -2.84% |
WESCAP Management Group Inc. | 78,239 | 76,158 | -2,081 | -2.66% |
Great Point Wealth Advisors LLC | 141,968 | 138,269 | -3,699 | -2.61% |
Tortoise Investment Management LLC | 62,008 | 60,918 | -1,090 | -1.76% |
Cresset Asset Management LLC | 8,496 | 8,356 | -140 | -1.65% |
180 Wealth Advisors LLC | 6,991 | 6,881 | -110 | -1.57% |
RPg Family Wealth Advisory LLC | 49,525 | 48,819 | -706 | -1.43% |
Atomi Financial Group Inc. | 5,798 | 5,733 | -65 | -1.12% |
Whittier Trust Co. | 6,358 | 6,302 | -56 | -0.88% |
National Asset Management Inc. | 16,445 | 16,335 | -110 | -0.67% |
N.E.W. Advisory Services LLC | 171,037 | 170,146 | -891 | -0.52% |
Financial Strategies Group Inc. | 35,769 | 35,586 | -183 | -0.51% |
Rehmann Capital Advisory Group | 5,005 | 4,980 | -25 | -0.50% |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 189,510 | 188,853 | -657 | -0.35% |
CarsonAllaria Wealth Management Ltd. | 38,032 | 37,926 | -106 | -0.28% |
4Thought Financial Group Inc. | 442 | 441 | -1 | -0.23% |
Cabot Wealth Management Inc. | 39,278 | 39,196 | -82 | -0.21% |
13F Filers Exiting EWX | ||||
Watershed Private Wealth LLC | 5,420 | 0 | -5,420 | -100.00% |
WealthPlan Investment Management LLC | 51,585 | 0 | -51,585 | -100.00% |
Marion Wealth Management | 24,114 | 0 | -24,114 | -100.00% |
Hexagon Capital Partners LLC | 177 | 0 | -177 | -100.00% |
Kingsview Wealth Management LLC | 19,478 | 0 | -19,478 | -100.00% |
Cary Street Partners Investment Advisory LLC | 20 | 0 | -20 | -100.00% |
Moss Adams Wealth Advisors LLC | 733 | 0 | -733 | -100.00% |
CWM LLC | 10 | 0 | -10 | -100.00% |
Virtu Financial LLC | 6,851 | 0 | -6,851 | -100.00% |
Wealthcare Capital Management LLC | 4,542 | 0 | -4,542 | -100.00% |
OLD Mission Capital LLC | 20,663 | 0 | -20,663 | -100.00% |
Susquehanna International Group LLP | 12,804 | 0 | -12,804 | -100.00% |
Baker Avenue Asset Management LP | 1,362 | 0 | -1,362 | -100.00% |
NBC Securities Inc. | 11 | 0 | -11 | -100.00% |
Sei Investments Co. | 10,981 | 0 | -10,981 | -100.00% |
See Summary: Institutional Holders of EWX
See Details: Top 10 Hedge Funds Holding EWX