HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FBT Share Count | ||||
| Stablepoint Partners LLC | 1,547 | 2,135 | +588 | +38.01% |
| Berger Financial Group Inc | 121,866 | 147,773 | +25,907 | +21.26% |
| Wealth Enhancement Advisory Services LLC | 2,432 | 2,882 | +450 | +18.50% |
| Summit Financial LLC | 1,418 | 1,643 | +225 | +15.87% |
| Lake Street Financial LLC | 3,981 | 4,311 | +330 | +8.29% |
| Juncture Wealth Strategies LLC | 9,281 | 10,027 | +746 | +8.04% |
| Clarus Wealth Advisors | 3,855 | 4,068 | +213 | +5.53% |
| Signature Securities Group Corporation | 3,849 | 4,000 | +151 | +3.92% |
| Financial Enhancement Group LLC | 4,735 | 4,898 | +163 | +3.44% |
| Quad Cities Investment Group LLC | 9,730 | 10,042 | +312 | +3.21% |
| WealthCare Investment Partners LLC | 1,811 | 1,841 | +30 | +1.66% |
| Sound Income Strategies LLC | 77 | 78 | +1 | +1.30% |
| Hartford Financial Management Inc. | 33,683 | 33,939 | +256 | +0.76% |
| Wealth Effects LLC | 3,424 | 3,445 | +21 | +0.61% |
| 13F Filers Reporting New Positions In FBT | ||||
| Mather Group LLC. | 0 | 100 | +100 | +100% |
| Independence Bank of Kentucky | 0 | 200 | +200 | +100% |
| TAP Consulting LLC | 0 | 11,321 | +11,321 | +100% |
| GoalVest Advisory LLC | 0 | 5,157 | +5,157 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Barrett & Company Inc. | 960 | 960 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 200 | 200 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 75 | 75 | UNCH | 0.00% |
| Webster Bank N. A. | 238 | 238 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 665 | 665 | UNCH | 0.00% |
| Private Ocean LLC | 369 | 369 | UNCH | 0.00% |
| MCF Advisors LLC | 120 | 120 | UNCH | 0.00% |
| Shepherd Financial Partners LLC | 1,566 | 1,566 | UNCH | 0.00% |
| Wagner Wealth Management LLC | 167 | 167 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 80 | 80 | UNCH | 0.00% |
| Yarbrough Capital LLC | 31,160 | 31,160 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 242 | 242 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 100 | 100 | UNCH | 0.00% |
| RWM Asset Management LLC | 1,938 | 1,938 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 289 | 289 | UNCH | 0.00% |
| Davis Investment Partners LLC | 4,700 | 4,700 | UNCH | 0.00% |
| Financial Freedom LLC | 118 | 118 | UNCH | 0.00% |
| Financial Perspectives Inc | 148 | 148 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 65 | 65 | UNCH | 0.00% |
| GAMMA Investing LLC | 152 | 152 | UNCH | 0.00% |
| 13F Filers Decreasing FBT Share Count | ||||
| Sunbelt Securities Inc. | 1,879 | 517 | -1,362 | -72.49% |
| Stratos Wealth Partners LTD. | 5,446 | 2,003 | -3,443 | -63.22% |
| Raymond James Financial Services Advisors Inc. | 200,107 | 119,345 | -80,762 | -40.36% |
| Country Trust Bank | 351 | 293 | -58 | -16.52% |
| Private Trust Co. NA | 499 | 422 | -77 | -15.43% |
| Raymond James & Associates | 125,078 | 111,199 | -13,879 | -11.10% |
| American Financial Advisors LLC | 2,346 | 2,178 | -168 | -7.16% |
| Global Retirement Partners LLC | 1,533 | 1,456 | -77 | -5.02% |
| CWM LLC | 6,289 | 5,992 | -297 | -4.72% |
| NBC Securities Inc. | 2,309 | 2,206 | -103 | -4.46% |
| Daymark Wealth Partners LLC | 5,439 | 5,238 | -201 | -3.70% |
| Twin Peaks Wealth Advisors LLC | 2,484 | 2,401 | -83 | -3.34% |
| Brown Advisory Inc. | 11,985 | 11,654 | -331 | -2.76% |
| Cornell Pochily Investment Advisors Inc. | 1,692 | 1,647 | -45 | -2.66% |
| SignalPoint Asset Management LLC | 6,474 | 6,381 | -93 | -1.44% |
| Strategic Blueprint LLC | 1,750 | 1,733 | -17 | -0.97% |
| Cambridge Investment Research Advisors Inc. | 24,952 | 24,812 | -140 | -0.56% |
| RDA Financial Network | 2,371 | 2,367 | -4 | -0.17% |
| Walker Asset Management LLC | 1,361 | 1,359 | -2 | -0.15% |
| 13F Filers Exiting FBT | ||||
| HF Advisory Group LLC | 1,813 | 0 | -1,813 | -100.00% |
| Nilsine Partners LLC | 7,283 | 0 | -7,283 | -100.00% |
| Spire Wealth Management | 259 | 0 | -259 | -100.00% |
| International Assets Investment Management LLC | 184,608 | 0 | -184,608 | -100.00% |
| Main Street Financial Solutions LLC | 1,273 | 0 | -1,273 | -100.00% |
| Kovack Advisors Inc. | 2,156 | 0 | -2,156 | -100.00% |
| First PREMIER Bank | 320 | 0 | -320 | -100.00% |
| Gradient Investments LLC | 150 | 0 | -150 | -100.00% |
See Summary: Institutional Holders of FBT
See Details: Top 10 Hedge Funds Holding FBT
