HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FLEX Share Count | ||||
| Global Assets Advisory LLC | 14,068 | 53,097 | +39,029 | +277.43% |
| Cyndeo Wealth Partners LLC | 67,495 | 95,548 | +28,053 | +41.56% |
| Timber Creek Capital Management LLC | 105,839 | 113,162 | +7,323 | +6.92% |
| Pinnacle Bank | 717 | 723 | +6 | +0.84% |
| 13F Filers Reporting New Positions In FLEX | ||||
| Westend Capital Management LLC | 0 | 108 | +108 | +100% |
| Mather Group LLC. | 0 | 273 | +273 | +100% |
| D. Scott Neal Inc. | 0 | 270,849 | +270,849 | +100% |
| Richardson Capital Management LLC | 0 | 1,325 | +1,325 | +100% |
| 13F Filers Decreasing FLEX Share Count | ||||
| CWM LLC | 2,135 | 909 | -1,226 | -57.42% |
| Park Avenue Securities LLC | 75,571 | 35,690 | -39,881 | -52.77% |
| Graybill Bartz & Assoc Ltd. | 341,008 | 195,336 | -145,672 | -42.72% |
| Los Angeles Capital Management & Equity Research Inc. | 14,825 | 8,831 | -5,994 | -40.43% |
| Perpetual Ltd | 998,909 | 663,657 | -335,252 | -33.56% |
| Atticus Wealth Management LLC | 1,387 | 1,000 | -387 | -27.90% |
| Gateway Investment Advisers LLC | 58,822 | 43,950 | -14,872 | -25.28% |
| Financial Synergies Wealth Advisors Inc. | 8 | 6 | -2 | -25.00% |
| Tsfg LLC | 133 | 100 | -33 | -24.81% |
| Green Alpha Advisors LLC | 28,054 | 21,115 | -6,939 | -24.73% |
| GAMMA Investing LLC | 259 | 195 | -64 | -24.71% |
| Optimum Investment Advisors | 3,450 | 2,600 | -850 | -24.64% |
| ST Germain D J Co. Inc. | 276 | 208 | -68 | -24.64% |
| Adirondack Trust Co. | 1,990 | 1,500 | -490 | -24.62% |
| First PREMIER Bank | 192 | 145 | -47 | -24.48% |
| Atlas Capital Advisors LLC | 44,137 | 34,821 | -9,316 | -21.11% |
| Deltec Asset Management LLC | 388,148 | 311,500 | -76,648 | -19.75% |
| Bruce G. Allen Investments LLC | 3,254 | 2,633 | -621 | -19.08% |
| Wealth Enhancement Advisory Services LLC | 92,033 | 75,882 | -16,151 | -17.55% |
| First Hawaiian Bank | 44,960 | 40,899 | -4,061 | -9.03% |
| 13F Filers Exiting FLEX | ||||
| Trifecta Capital Advisors LLC | 381 | 0 | -381 | -100.00% |
| International Assets Investment Management LLC | 220,251 | 0 | -220,251 | -100.00% |
| Stratos Wealth Advisors LLC | 19,242 | 0 | -19,242 | -100.00% |
| Counterpoint Mutual Funds LLC | 8,825 | 0 | -8,825 | -100.00% |
| AdvisorNet Financial Inc | 218 | 0 | -218 | -100.00% |
| Weiss Multi Strategy Advisers LLC | 87,582 | 0 | -87,582 | -100.00% |
| Toth Financial Advisory Corp | 1,261 | 0 | -1,261 | -100.00% |
See Summary: Institutional Holders of FLEX
See Details: Top 10 Hedge Funds Holding FLEX
Also See: FLEX Insider Buying
