HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FLQM Share Count | ||||
| CWM LLC | 411,712 | 676,560 | +264,848 | +64.33% |
| Raymond James Financial Services Advisors Inc. | 859,108 | 1,267,310 | +408,202 | +47.51% |
| Raymond James & Associates | 121,401 | 156,429 | +35,028 | +28.85% |
| Essex Financial Services Inc. | 12,616 | 15,228 | +2,612 | +20.70% |
| Private Trust Co. NA | 5,209 | 5,792 | +583 | +11.19% |
| Cambridge Investment Research Advisors Inc. | 138,204 | 153,506 | +15,302 | +11.07% |
| Cornerstone Wealth Management LLC | 24,812 | 26,101 | +1,289 | +5.20% |
| Paul Damon & Associates Inc. | 74,171 | 77,299 | +3,128 | +4.22% |
| Leavell Investment Management Inc. | 27,300 | 28,275 | +975 | +3.57% |
| Thomasville National Bank | 88,283 | 90,040 | +1,757 | +1.99% |
| Dynamic Advisor Solutions LLC | 14,709 | 14,902 | +193 | +1.31% |
| AdvisorNet Financial Inc | 4,101 | 4,102 | +1 | +0.02% |
| 13F Filers Reporting New Positions In FLQM | ||||
| Financial Consulate Inc. | 0 | 275,661 | +275,661 | +100% |
| Berger Financial Group Inc | 0 | 81,351 | +81,351 | +100% |
| Sage Mountain Advisors LLC | 0 | 327 | +327 | +100% |
| Strategic Equity Management | 0 | 5,412 | +5,412 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Aspire Private Capital LLC | 1,901 | 1,901 | UNCH | 0.00% |
| 13F Filers Decreasing FLQM Share Count | ||||
| Moneywise Inc. | 223,283 | 128,694 | -94,589 | -42.36% |
| Stratos Wealth Partners LTD. | 70,471 | 46,058 | -24,413 | -34.64% |
| Fundamentun LLC | 218,196 | 183,466 | -34,730 | -15.92% |
| International Assets Investment Management LLC | 13,540 | 12,565 | -975 | -7.20% |
| PSI Advisors LLC | 30 | 29 | -1 | -3.33% |
| Southland Equity Partners LLC | 8,225 | 8,218 | -7 | -0.09% |
| 13F Filers Exiting FLQM | ||||
| MONECO Advisors LLC | 10,782 | 0 | -10,782 | -100.00% |
See Summary: Institutional Holders of FLQM
See Details: Top 10 Hedge Funds Holding FLQM
