HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FID Share Count | ||||
| Susquehanna International Group LLP | 10,346 | 41,538 | +31,192 | +301.49% |
| Wagner Wealth Management LLC | 170,454 | 518,694 | +348,240 | +204.30% |
| Sigma Planning Corp | 17,669 | 27,511 | +9,842 | +55.70% |
| Hobart Private Capital LLC | 69,211 | 98,376 | +29,165 | +42.14% |
| Twin Peaks Wealth Advisors LLC | 11,617 | 13,950 | +2,333 | +20.08% |
| Stratos Wealth Partners LTD. | 15,048 | 17,160 | +2,112 | +14.04% |
| Raymond James & Associates | 188,817 | 208,748 | +19,931 | +10.56% |
| Envestnet Asset Management Inc. | 217,726 | 235,844 | +18,118 | +8.32% |
| Atria Wealth Solutions Inc. | 36,478 | 39,248 | +2,770 | +7.59% |
| Benjamin Edwards Inc. | 3,791 | 4,010 | +219 | +5.78% |
| Elevated Capital Advisors LLC | 140,903 | 148,890 | +7,987 | +5.67% |
| FSB Premier Wealth Management Inc. | 15,566 | 16,186 | +620 | +3.98% |
| Iams Wealth Management LLC | 14,114 | 14,674 | +560 | +3.97% |
| Commonwealth Equity Services LLC | 133,621 | 137,480 | +3,859 | +2.89% |
| Envestnet Portfolio Solutions Inc. | 82,235 | 84,222 | +1,987 | +2.42% |
| Lansing Street Advisors | 27,393 | 27,798 | +405 | +1.48% |
| LPL Financial LLC | 632,685 | 635,632 | +2,947 | +0.47% |
| Principal Securities Inc. | 18,724 | 18,747 | +23 | +0.12% |
| 13F Filers Reporting New Positions In FID | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Coastal Investment Advisors Inc. | 0 | 1,273 | +1,273 | +100% |
| BlueChip Wealth Advisors LLC | 0 | 25,878 | +25,878 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Wells Fargo & Company MN | 1 | 1 | UNCH | 0.00% |
| National Bank of Canada FI | 170 | 170 | UNCH | 0.00% |
| Raymond James Trust N.A. | 33,484 | 33,484 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 219 | 219 | UNCH | 0.00% |
| MTM Investment Management LLC | 2,060 | 2,060 | UNCH | 0.00% |
| 13F Filers Decreasing FID Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 219,077 | 22,730 | -196,347 | -89.62% |
| Advisor Group Holdings Inc. | 160,380 | 42,936 | -117,444 | -73.23% |
| Raleigh Capital Management Inc. | 2,839 | 1,071 | -1,768 | -62.28% |
| UBS Group AG | 1,764 | 698 | -1,066 | -60.43% |
| Cambridge Investment Research Advisors Inc. | 17,037 | 10,573 | -6,464 | -37.94% |
| NBC Securities Inc. | 132,274 | 95,663 | -36,611 | -27.68% |
| Benjamin F. Edwards & Company Inc. | 32,147 | 27,202 | -4,945 | -15.38% |
| Orion Portfolio Solutions LLC | 86,677 | 80,019 | -6,658 | -7.68% |
| Concurrent Investment Advisors LLC | 36,000 | 33,986 | -2,014 | -5.59% |
| Janney Montgomery Scott LLC | 100,566 | 96,689 | -3,877 | -3.86% |
| 13F Filers Exiting FID | ||||
| Main Street Financial Solutions LLC | 13,700 | 0 | -13,700 | -100.00% |
| Gradient Investments LLC | 977 | 0 | -977 | -100.00% |
| Farmers & Merchants Investments Inc. | 105 | 0 | -105 | -100.00% |
| FMR LLC | 1 | 0 | -1 | -100.00% |
See Summary: Institutional Holders of FID
See Details: Top 10 Hedge Funds Holding FID
