HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FMAR Share Count | ||||
| Raymond James & Associates | 14,174 | 412,096 | +397,922 | +2807.41% |
| SOA Wealth Advisors LLC. | 208 | 1,859 | +1,651 | +793.75% |
| Janney Montgomery Scott LLC | 6,778 | 26,700 | +19,922 | +293.92% |
| Proequities Inc. | 8,907 | 28,149 | +19,242 | +216.03% |
| CWM LLC | 79,516 | 168,777 | +89,261 | +112.26% |
| Raymond James Financial Services Advisors Inc. | 64,986 | 104,553 | +39,567 | +60.89% |
| NBC Securities Inc. | 1,655 | 2,639 | +984 | +59.46% |
| Cambridge Investment Research Advisors Inc. | 138,272 | 213,661 | +75,389 | +54.52% |
| DHJJ Financial Advisors Ltd. | 5,844 | 8,566 | +2,722 | +46.58% |
| Kestra Private Wealth Services LLC | 13,215 | 17,368 | +4,153 | +31.43% |
| Keystone Wealth Services LLC | 21,154 | 27,681 | +6,527 | +30.85% |
| Legacy Private Trust Co. | 9,714 | 12,116 | +2,402 | +24.73% |
| Fragasso Group Inc. | 13,049 | 15,464 | +2,415 | +18.51% |
| Commonwealth Equity Services LLC | 240,866 | 272,538 | +31,672 | +13.15% |
| Integrity Financial Corp WA | 36,926 | 39,152 | +2,226 | +6.03% |
| Main Street Financial Solutions LLC | 54,118 | 56,546 | +2,428 | +4.49% |
| 13F Filers Reporting New Positions In FMAR | ||||
| Lincoln National Corp | 0 | 8,571 | +8,571 | +100% |
| Salem Investment Counselors Inc. | 0 | 30 | +30 | +100% |
| Park Avenue Securities LLC | 0 | 7,700 | +7,700 | +100% |
| Mutual Advisors LLC | 0 | 6,914 | +6,914 | +100% |
| SeaCrest Wealth Management LLC | 0 | 5,720 | +5,720 | +100% |
| EWG Elevate Inc. | 0 | 200,644 | +200,644 | +100% |
| Outlook Wealth Advisors LLC | 0 | 316,389 | +316,389 | +100% |
| NovaPoint Capital LLC | 0 | 122,888 | +122,888 | +100% |
| Sterling Manor Financial LLC | 0 | 163,212 | +163,212 | +100% |
| MBL Wealth LLC | 0 | 7,347 | +7,347 | +100% |
| Tanglewood Legacy Advisors LLC | 0 | 1,440 | +1,440 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| McKinley Carter Wealth Services Inc. | 21,721 | 21,721 | UNCH | 0.00% |
| Sloy Dahl & Holst LLC | 33,675 | 33,675 | UNCH | 0.00% |
| Lion Street Advisors LLC | 7,594 | 7,594 | UNCH | 0.00% |
| Schulz Wealth LTD. | 38,105 | 38,105 | UNCH | 0.00% |
| 13F Filers Decreasing FMAR Share Count | ||||
| AdvisorNet Financial Inc | 2,700 | 2,200 | -500 | -18.52% |
| Sunbelt Securities Inc. | 4,440 | 3,710 | -730 | -16.44% |
| RiverTree Advisors LLC | 101,720 | 97,789 | -3,931 | -3.86% |
| Blue Bell Private Wealth Management LLC | 107,672 | 105,707 | -1,965 | -1.82% |
| 13F Filers Exiting FMAR | ||||
| Key Client Fiduciary Advisors LLC | 10,356 | 0 | -10,356 | -100.00% |
See Summary: Institutional Holders of FMAR
See Details: Top 10 Hedge Funds Holding FMAR
