HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FMAY Share Count | ||||
| FOCUS Wealth Advisors LLC | 384,851 | 460,115 | +75,264 | +19.56% |
| 13F Filers Reporting New Positions In FMAY | ||||
| West Paces Advisors Inc. | 0 | 354 | +354 | +100% |
| McCarthy & Cox | 0 | 233,264 | +233,264 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Signature Securities Group Corporation | 10,910 | 10,910 | UNCH | 0.00% |
| Private Trust Co. NA | 2,439 | 2,439 | UNCH | 0.00% |
| McKinley Carter Wealth Services Inc. | 24,500 | 24,500 | UNCH | 0.00% |
| Main Street Financial Solutions LLC | 70,831 | 70,831 | UNCH | 0.00% |
| Lion Street Advisors LLC | 20,273 | 20,273 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 12,558 | 12,558 | UNCH | 0.00% |
| 13F Filers Decreasing FMAY Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 685,319 | 98,298 | -587,021 | -85.66% |
| MBL Wealth LLC | 24,728 | 8,673 | -16,055 | -64.93% |
| Advisor Resource Council | 31,742 | 12,432 | -19,310 | -60.83% |
| Janney Montgomery Scott LLC | 13,686 | 7,266 | -6,420 | -46.91% |
| Commonwealth Equity Services LLC | 873,717 | 597,986 | -275,731 | -31.56% |
| Proequities Inc. | 17,275 | 12,048 | -5,227 | -30.26% |
| Cedar Brook Financial Partners LLC | 17,665 | 13,192 | -4,473 | -25.32% |
| Aurora Private Wealth Inc. | 10,390 | 8,001 | -2,389 | -22.99% |
| Kestra Private Wealth Services LLC | 6,267 | 4,842 | -1,425 | -22.74% |
| Cambridge Investment Research Advisors Inc. | 49,148 | 42,827 | -6,321 | -12.86% |
| CWM LLC | 106,360 | 93,304 | -13,056 | -12.28% |
| Sunbelt Securities Inc. | 11,856 | 10,430 | -1,426 | -12.03% |
| DHJJ Financial Advisors Ltd. | 5,607 | 4,982 | -625 | -11.15% |
| Fragasso Group Inc. | 9,219 | 8,338 | -881 | -9.56% |
| Ignite Planners LLC | 40,653 | 38,592 | -2,061 | -5.07% |
| NBC Securities Inc. | 3,490 | 3,340 | -150 | -4.30% |
| Integrity Financial Corp WA | 17,268 | 16,658 | -610 | -3.53% |
| Valtinson Bruner Financial Planning LLC | 9,595 | 9,395 | -200 | -2.08% |
| Raymond James & Associates | 29,856 | 29,239 | -617 | -2.07% |
| Sloy Dahl & Holst LLC | 45,170 | 44,320 | -850 | -1.88% |
| Eudaimonia Partners LLC | 17,565 | 17,423 | -142 | -0.81% |
| Blue Bell Private Wealth Management LLC | 14,923 | 14,823 | -100 | -0.67% |
| Bouchey Financial Group Ltd | 16,594 | 16,503 | -91 | -0.55% |
| Tanglewood Legacy Advisors LLC | 152,929 | 152,116 | -813 | -0.53% |
| Keystone Wealth Services LLC | 158,711 | 158,703 | -8 | -0.01% |
| 13F Filers Exiting FMAY | ||||
| Cary Street Partners Investment Advisory LLC | 9,311 | 0 | -9,311 | -100.00% |
| Cooper Financial Group | 7,825 | 0 | -7,825 | -100.00% |
| Global Retirement Partners LLC | 1,760 | 0 | -1,760 | -100.00% |
| AdvisorNet Financial Inc | 300 | 0 | -300 | -100.00% |
| Lincoln National Corp | 6,455 | 0 | -6,455 | -100.00% |
See Summary: Institutional Holders of FMAY
See Details: Top 10 Hedge Funds Holding FMAY
