HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FNDA Share Count | ||||
| CWM LLC | 1,468 | 6,373 | +4,905 | +334.13% |
| Wealth Enhancement Advisory Services LLC | 52,658 | 102,636 | +49,978 | +94.91% |
| Appleton Partners Inc. MA | 6,379 | 10,620 | +4,241 | +66.48% |
| BKA Wealth Consulting Inc. | 5,091 | 7,254 | +2,163 | +42.49% |
| Dynamic Advisor Solutions LLC | 6,226 | 8,330 | +2,104 | +33.79% |
| OneAscent Wealth Management LLC | 8,022 | 9,381 | +1,359 | +16.94% |
| Garrett Investment Advisors LLC | 16,323 | 18,773 | +2,450 | +15.01% |
| Bruce G. Allen Investments LLC | 5,200 | 5,976 | +776 | +14.92% |
| BCS Wealth Management | 5,343 | 6,008 | +665 | +12.45% |
| Sebold Capital Management Inc. | 65,838 | 71,397 | +5,559 | +8.44% |
| CVA Family Office LLC | 14,274 | 15,178 | +904 | +6.33% |
| Alpha Omega Wealth Management LLC | 23,578 | 24,724 | +1,146 | +4.86% |
| Vicus Capital | 25,920 | 27,070 | +1,150 | +4.44% |
| Kathmere Capital Management LLC | 292,302 | 302,909 | +10,607 | +3.63% |
| JJJ Advisors Inc. | 329,020 | 340,858 | +11,838 | +3.60% |
| Wedmont Private Capital | 5,879 | 6,036 | +157 | +2.67% |
| Pasadena Private Wealth LLC | 258,205 | 262,418 | +4,213 | +1.63% |
| Cambridge Advisors Inc. | 25,033 | 25,347 | +314 | +1.25% |
| AdvisorNet Financial Inc | 11,062 | 11,145 | +83 | +0.75% |
| Howard Financial Services LTD. | 18,079 | 18,124 | +45 | +0.25% |
| Collective Family Office LLC | 147,605 | 147,963 | +358 | +0.24% |
| 13F Filers Reporting New Positions In FNDA | ||||
| Paragon Capital Management Ltd | 0 | 9,381 | +9,381 | +100% |
| Trilogy Capital Inc. | 0 | 601,059 | +601,059 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Salem Investment Counselors Inc. | 520 | 520 | UNCH | 0.00% |
| Adirondack Trust Co. | 205 | 205 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 212 | 212 | UNCH | 0.00% |
| Lbmc Investment Advisors LLC | 13,326 | 13,326 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 43 | 43 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 131 | 131 | UNCH | 0.00% |
| MCF Advisors LLC | 2,756 | 2,756 | UNCH | 0.00% |
| Northwest Capital Management Inc | 1,115 | 1,115 | UNCH | 0.00% |
| Red Door Wealth Management LLC | 7,462 | 7,462 | UNCH | 0.00% |
| GoalVest Advisory LLC | 962 | 962 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 55 | 55 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 322 | 322 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 616 | 616 | UNCH | 0.00% |
| Arlington Trust Co LLC | 1,465 | 1,465 | UNCH | 0.00% |
| Ehrlich Financial Group | 4,491 | 4,491 | UNCH | 0.00% |
| 13F Filers Decreasing FNDA Share Count | ||||
| Sound Income Strategies LLC | 1,960 | 155 | -1,805 | -92.09% |
| M&R Capital Management Inc. | 79 | 42 | -37 | -46.84% |
| Financial Synergies Wealth Advisors Inc. | 12,273 | 8,106 | -4,167 | -33.95% |
| Moisand Fitzgerald Tamayo LLC | 136 | 92 | -44 | -32.35% |
| Charles Schwab Trust Co | 213,910 | 168,533 | -45,377 | -21.21% |
| Brookstone Capital Management | 20,582 | 17,918 | -2,664 | -12.94% |
| DHJJ Financial Advisors Ltd. | 2,184 | 2,025 | -159 | -7.28% |
| Park Avenue Securities LLC | 3,804 | 3,532 | -272 | -7.15% |
| Asset Dedication LLC | 28,716 | 26,748 | -1,968 | -6.85% |
| True North Advisors LLC | 25,194 | 23,603 | -1,591 | -6.31% |
| Clarius Group LLC | 1,117,041 | 1,065,882 | -51,159 | -4.58% |
| RFG Advisory LLC | 14,406 | 14,079 | -327 | -2.27% |
| Austin Private Wealth LLC | 21,729 | 21,510 | -219 | -1.01% |
| Moller Financial Services | 532,031 | 527,457 | -4,574 | -0.86% |
| Patriot Investment Management Inc. | 4,809 | 4,780 | -29 | -0.60% |
| Mather Group LLC. | 46,958 | 46,935 | -23 | -0.05% |
| 13F Filers Exiting FNDA | ||||
| International Assets Investment Management LLC | 7,749 | 0 | -7,749 | -100.00% |
| Tsfg LLC | 27 | 0 | -27 | -100.00% |
| Indiana Trust & Investment Management CO | 722 | 0 | -722 | -100.00% |
| Tompkins Financial Corp | 120 | 0 | -120 | -100.00% |
See Summary: Institutional Holders of FNDA
See Details: Top 10 Hedge Funds Holding FNDA
