HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FMHI Share Count | ||||
| CWM LLC | 10,096 | 49,919 | +39,823 | +394.44% |
| Wealthcare Advisory Partners LLC | 4,200 | 8,400 | +4,200 | +100.00% |
| Westside Investment Management Inc. | 1,500 | 2,500 | +1,000 | +66.67% |
| GSG Advisors LLC | 28,490 | 39,129 | +10,639 | +37.34% |
| Nations Financial Group Inc. IA ADV | 10,520 | 13,470 | +2,950 | +28.04% |
| Evergreen Private Wealth LLC | 23,286 | 29,374 | +6,088 | +26.14% |
| Triton Wealth Management PLLC | 16,829 | 19,927 | +3,098 | +18.41% |
| SlateStone Wealth LLC | 98,309 | 114,338 | +16,029 | +16.30% |
| High Net Worth Advisory Group LLC | 19,795 | 22,917 | +3,122 | +15.77% |
| Cambridge Investment Research Advisors Inc. | 41,303 | 46,382 | +5,079 | +12.30% |
| OneAscent Financial Services LLC | 15,969 | 17,784 | +1,815 | +11.37% |
| MBL Wealth LLC | 59,190 | 64,870 | +5,680 | +9.60% |
| Cornerstone Wealth Management LLC | 61,952 | 64,318 | +2,366 | +3.82% |
| AJ Advisors LLC | 63,569 | 65,756 | +2,187 | +3.44% |
| Wealth Enhancement Advisory Services LLC | 1,383,369 | 1,428,109 | +44,740 | +3.23% |
| DHJJ Financial Advisors Ltd. | 7,898 | 8,127 | +229 | +2.90% |
| Genesee Capital Advisors LLC | 7,225 | 7,321 | +96 | +1.33% |
| Hedeker Wealth LLC | 9,492 | 9,614 | +122 | +1.29% |
| Aurora Private Wealth Inc. | 6,983 | 7,073 | +90 | +1.29% |
| Global Retirement Partners LLC | 8,110 | 8,161 | +51 | +0.63% |
| Insight Wealth Strategies LLC | 10,598 | 10,661 | +63 | +0.59% |
| Landmark Wealth Management LLC | 4,654 | 4,670 | +16 | +0.34% |
| Hobart Private Capital LLC | 11,286 | 11,323 | +37 | +0.33% |
| AdvisorNet Financial Inc | 10,890 | 10,923 | +33 | +0.30% |
| 13F Filers Reporting New Positions In FMHI | ||||
| Stewardship Advisors LLC | 0 | 17,393 | +17,393 | +100% |
| Clear Creek Financial Management LLC | 0 | 6,310 | +6,310 | +100% |
| Xcel Wealth Management LLC | 0 | 6,000 | +6,000 | +100% |
| WealthCare Investment Partners LLC | 0 | 7,807 | +7,807 | +100% |
| Simplicity Wealth LLC | 0 | 31,500 | +31,500 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 142 | 142 | UNCH | 0.00% |
| M&R Capital Management Inc. | 715 | 715 | UNCH | 0.00% |
| Raymond James Trust N.A. | 11,783 | 11,783 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 1,028 | 1,028 | UNCH | 0.00% |
| Spire Wealth Management | 390 | 390 | UNCH | 0.00% |
| Eudaimonia Advisors LLC | 4,916 | 4,916 | UNCH | 0.00% |
| Stephens Consulting LLC | 1,973 | 1,973 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 2,100 | 2,100 | UNCH | 0.00% |
| 13F Filers Decreasing FMHI Share Count | ||||
| Country Trust Bank | 29,138 | 20,175 | -8,963 | -30.76% |
| Private Trust Co. NA | 2,716 | 1,881 | -835 | -30.74% |
| Stratos Wealth Partners LTD. | 10,296 | 7,526 | -2,770 | -26.90% |
| Cyndeo Wealth Partners LLC | 101,849 | 89,089 | -12,760 | -12.53% |
| Rockland Trust Co. | 84,057 | 75,651 | -8,406 | -10.00% |
| Boyd Wealth Management LLC | 19,416 | 18,056 | -1,360 | -7.00% |
| Chicago Partners Investment Group LLC | 7,333 | 6,821 | -512 | -6.98% |
| Principle Wealth Partners LLC | 169,293 | 159,985 | -9,308 | -5.50% |
| Raymond James & Associates | 118,070 | 114,279 | -3,791 | -3.21% |
| Capital Investment Advisory Services LLC | 21,250 | 20,675 | -575 | -2.71% |
| RFG Advisory LLC | 18,947 | 18,685 | -262 | -1.38% |
| Raymond James Financial Services Advisors Inc. | 367,925 | 364,565 | -3,360 | -0.91% |
| Signature Securities Group Corporation | 27,841 | 27,709 | -132 | -0.47% |
| 13F Filers Exiting FMHI | ||||
| International Assets Investment Management LLC | 181,613 | 0 | -181,613 | -100.00% |
| Allworth Financial LP | 259 | 0 | -259 | -100.00% |
| Gradient Investments LLC | 1,073 | 0 | -1,073 | -100.00% |
See Summary: Institutional Holders of FMHI
See Details: Top 10 Hedge Funds Holding FMHI
