HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FINX Share Count | ||||
| FMR LLC | 1 | 77 | +76 | +7600.00% |
| Advisor Group Holdings Inc. | 42,571 | 403,509 | +360,938 | +847.85% |
| Tower Research Capital LLC TRC | 446 | 3,825 | +3,379 | +757.62% |
| Phoenix Wealth Advisors | 15,022 | 30,324 | +15,302 | +101.86% |
| Macroview Investment Management LLC | 66 | 127 | +61 | +92.42% |
| Mirae Asset Global Investments Co. Ltd. | 220,787 | 332,067 | +111,280 | +50.40% |
| Hexagon Capital Partners LLC | 20 | 30 | +10 | +50.00% |
| Susquehanna International Group LLP | 40,797 | 52,768 | +11,971 | +29.34% |
| Citadel Advisors LLC | 28,622 | 35,926 | +7,304 | +25.52% |
| Banco Santander S.A. | 13,285 | 15,375 | +2,090 | +15.73% |
| Signaturefd LLC | 1,000 | 1,150 | +150 | +15.00% |
| Insight Advisors LLC PA | 61,824 | 70,492 | +8,668 | +14.02% |
| Pinnacle Financial Group LLC IL | 20,333 | 21,624 | +1,291 | +6.35% |
| MML Investors Services LLC | 95,269 | 100,452 | +5,183 | +5.44% |
| Blair William & Co. IL | 1,429 | 1,498 | +69 | +4.83% |
| Citigroup Inc. | 40,732 | 42,443 | +1,711 | +4.20% |
| Creative Financial Designs Inc. ADV | 15,788 | 16,386 | +598 | +3.79% |
| UBS Group AG | 352,819 | 360,160 | +7,341 | +2.08% |
| Cambridge Investment Research Advisors Inc. | 35,237 | 35,523 | +286 | +0.81% |
| GWM Advisors LLC | 1,234 | 1,238 | +4 | +0.32% |
| Eagle Strategies LLC | 56,850 | 56,970 | +120 | +0.21% |
| Parallel Advisors LLC | 506 | 507 | +1 | +0.20% |
| 13F Filers Reporting New Positions In FINX | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Howe & Rusling Inc. | 0 | 489 | +489 | +100% |
| UMB Bank N A MO | 0 | 530 | +530 | +100% |
| Jaffetilchin Investment Partners LLC | 0 | 8,097 | +8,097 | +100% |
| Advisory Services Network LLC | 0 | 29 | +29 | +100% |
| Richardson Capital Management LLC | 0 | 200 | +200 | +100% |
| Mirador Capital Partners LP | 0 | 8,127 | +8,127 | +100% |
| Price Capital Management Inc. | 0 | 29,600 | +29,600 | +100% |
| IHT Wealth Management LLC | 0 | 13,466 | +13,466 | +100% |
| Financial Advocates Investment Management | 0 | 8,583 | +8,583 | +100% |
| Beacon Pointe Advisors LLC | 0 | 8,232 | +8,232 | +100% |
| Cox Capital Mgt LLC | 0 | 41,761 | +41,761 | +100% |
| MONECO Advisors LLC | 0 | 76,158 | +76,158 | +100% |
| Kingsview Wealth Management LLC | 0 | 44,702 | +44,702 | +100% |
| International Assets Investment Management LLC | 0 | 15,981 | +15,981 | +100% |
| Accretive Wealth Partners LLC | 0 | 8,400 | +8,400 | +100% |
| Bell Investment Advisors Inc | 0 | 437 | +437 | +100% |
| Halpern Financial Inc. | 0 | 155 | +155 | +100% |
| BKM Wealth Management LLC | 0 | 125 | +125 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 2,115 | 2,115 | UNCH | 0.00% |
| Barclays PLC | 6,020 | 6,020 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 184 | 184 | UNCH | 0.00% |
| National Bank of Canada FI | 8,920 | 8,920 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 1,076 | 1,076 | UNCH | 0.00% |
| Hollencrest Capital Management | 375 | 375 | UNCH | 0.00% |
| Private Trust Co. NA | 386 | 386 | UNCH | 0.00% |
| Blue Bell Private Wealth Management LLC | 25 | 25 | UNCH | 0.00% |
| Meitav Dash Investments Ltd. | 15,978 | 15,978 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 533 | 533 | UNCH | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 1,960 | 1,960 | UNCH | 0.00% |
| Sandy Spring Bank | 80 | 80 | UNCH | 0.00% |
| Gradient Investments LLC | 200 | 200 | UNCH | 0.00% |
| Baystate Wealth Management LLC | 1,103 | 1,103 | UNCH | 0.00% |
| JFS Wealth Advisors LLC | 418 | 418 | UNCH | 0.00% |
| Financial Advisory Service Inc. | 944 | 944 | UNCH | 0.00% |
| IFP Advisors Inc | 135 | 135 | UNCH | 0.00% |
| Institutional & Family Asset Management LLC | 346 | 346 | UNCH | 0.00% |
| Lindbrook Capital LLC | 4,521 | 4,521 | UNCH | 0.00% |
| Legend Financial Advisors Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Archer Investment Corp | 248 | 248 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 12 | 12 | UNCH | 0.00% |
| Coppell Advisory Solutions LLC | 100 | 100 | UNCH | 0.00% |
| Spire Wealth Management | 236 | 236 | UNCH | 0.00% |
| Key Client Fiduciary Advisors LLC | 12,246 | 12,246 | UNCH | 0.00% |
| Ritter Daniher Financial Advisory LLC DE | 130 | 130 | UNCH | 0.00% |
| Farther Finance Advisors LLC | 500 | 500 | UNCH | 0.00% |
| TD Waterhouse Canada Inc. | 55 | 55 | UNCH | 0.00% |
| 13F Filers Decreasing FINX Share Count | ||||
| Qube Research & Technologies Ltd | 297 | 49 | -248 | -83.50% |
| Essex LLC | 61,851 | 31,636 | -30,215 | -48.85% |
| Comerica Bank | 1,326 | 750 | -576 | -43.44% |
| Commonwealth Equity Services LLC | 36,507 | 23,387 | -13,120 | -35.94% |
| Fisher Asset Management LLC | 38,485 | 25,456 | -13,029 | -33.85% |
| Glenview Trust Co | 23,490 | 15,652 | -7,838 | -33.37% |
| Simplex Trading LLC | 2,254 | 1,525 | -729 | -32.34% |
| Jane Street Group LLC | 340,333 | 236,004 | -104,329 | -30.65% |
| Steward Partners Investment Advisory LLC | 1,275 | 895 | -380 | -29.80% |
| Wells Fargo & Company MN | 210,409 | 152,982 | -57,427 | -27.29% |
| Wealthfront Advisers LLC | 18,960 | 14,149 | -4,811 | -25.37% |
| Change Path LLC | 74,283 | 55,530 | -18,753 | -25.25% |
| Joseph P. Lucia & Associates LLC | 18,765 | 14,271 | -4,494 | -23.95% |
| HighTower Advisors LLC | 46,149 | 36,049 | -10,100 | -21.89% |
| Bbjs Financial Advisors LLC | 221,438 | 174,075 | -47,363 | -21.39% |
| Captrust Financial Advisors | 18,245 | 14,695 | -3,550 | -19.46% |
| Cetera Investment Advisers | 40,302 | 32,484 | -7,818 | -19.40% |
| Covestor Ltd | 2,008 | 1,627 | -381 | -18.97% |
| Tocqueville Asset Management L.P. | 50,950 | 41,730 | -9,220 | -18.10% |
| GeoWealth Management LLC | 16,104 | 13,272 | -2,832 | -17.59% |
| Banque Cantonale Vaudoise | 3,300 | 2,754 | -546 | -16.55% |
| Stifel Financial Corp | 19,504 | 16,308 | -3,196 | -16.39% |
| Envestnet Asset Management Inc. | 51,563 | 43,855 | -7,708 | -14.95% |
| Archford Capital Strategies LLC | 25,230 | 21,509 | -3,721 | -14.75% |
| Aspire Private Capital LLC | 450 | 388 | -62 | -13.78% |
| Robertson Stephens Wealth Management LLC | 30,658 | 26,456 | -4,202 | -13.71% |
| Atria Wealth Solutions Inc. | 18,789 | 16,319 | -2,470 | -13.15% |
| Raymond James Financial Services Advisors Inc. | 57,907 | 51,050 | -6,857 | -11.84% |
| Gladstone Institutional Advisory LLC | 14,755 | 13,249 | -1,506 | -10.21% |
| Bank of America Corp DE | 239,288 | 217,249 | -22,039 | -9.21% |
| Gerber Kawasaki Wealth & Investment Management | 157,304 | 143,409 | -13,895 | -8.83% |
| Stratos Wealth Partners LTD. | 30,690 | 27,987 | -2,703 | -8.81% |
| Tradition Wealth Management LLC | 6,122 | 5,622 | -500 | -8.17% |
| Ameriprise Financial Inc. | 55,207 | 50,958 | -4,249 | -7.70% |
| Stelac Advisory Services LLC | 194,223 | 182,036 | -12,187 | -6.27% |
| JPMorgan Chase & Co. | 101,434 | 95,748 | -5,686 | -5.61% |
| Capital Investment Advisory Services LLC | 1,819 | 1,725 | -94 | -5.17% |
| Morgan Stanley | 289,832 | 275,778 | -14,054 | -4.85% |
| Royal Bank of Canada | 38,381 | 36,851 | -1,530 | -3.99% |
| Harbour Investments Inc. | 4,586 | 4,436 | -150 | -3.27% |
| The PNC Financial Services Group Inc. | 1,246,523 | 1,205,701 | -40,822 | -3.27% |
| LPL Financial LLC | 181,308 | 175,953 | -5,355 | -2.95% |
| Raymond James & Associates | 89,311 | 88,012 | -1,299 | -1.45% |
| Advisors Management Group Inc. ADV | 12,242 | 12,141 | -101 | -0.83% |
| 13F Filers Exiting FINX | ||||
| Venturi Wealth Management LLC | 226 | 0 | -226 | -100.00% |
| Compass Ion Advisors LLC | 10,794 | 0 | -10,794 | -100.00% |
| Creative Planning | 321 | 0 | -321 | -100.00% |
| CWM LLC | 52 | 0 | -52 | -100.00% |
| Freestone Capital Holdings LLC | 11,100 | 0 | -11,100 | -100.00% |
| Northwestern Mutual Wealth Management Co. | 164 | 0 | -164 | -100.00% |
| Bank of Montreal Can | 12,302 | 0 | -12,302 | -100.00% |
| Credit Suisse AG | 10,830 | 0 | -10,830 | -100.00% |
| Valley National Advisers Inc. | 1,013 | 0 | -1,013 | -100.00% |
See Summary: Institutional Holders of FINX
See Details: Top 10 Hedge Funds Holding FINX
