HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FPE Share Count | ||||
| Dynamic Advisor Solutions LLC | 25,568 | 59,320 | +33,752 | +132.01% |
| Optimum Investment Advisors | 266 | 562 | +296 | +111.28% |
| Prospect Financial Services LLC | 25,449 | 48,626 | +23,177 | +91.07% |
| Capital Investment Advisors LLC | 14,426 | 26,469 | +12,043 | +83.48% |
| Steel Peak Wealth Management LLC | 18,142 | 27,279 | +9,137 | +50.36% |
| Howard Financial Services LTD. | 196,874 | 247,965 | +51,091 | +25.95% |
| Brookstone Capital Management | 87,088 | 103,999 | +16,911 | +19.42% |
| Kingswood Wealth Advisors LLC | 15,330 | 17,849 | +2,519 | +16.43% |
| Strategic Financial Concepts LLC | 96,391 | 110,692 | +14,301 | +14.84% |
| Lake Street Financial LLC | 130,119 | 143,776 | +13,657 | +10.50% |
| Sound Income Strategies LLC | 245,333 | 271,043 | +25,710 | +10.48% |
| Transform Wealth LLC | 608,001 | 665,132 | +57,131 | +9.40% |
| Raymond James Financial Services Advisors Inc. | 5,001,916 | 5,394,476 | +392,560 | +7.85% |
| Raymond James & Associates | 3,102,085 | 3,334,448 | +232,363 | +7.49% |
| Cedrus LLC | 101,440 | 108,709 | +7,269 | +7.17% |
| Mid American Wealth Advisory Group Inc. | 244,171 | 261,553 | +17,382 | +7.12% |
| PFG Investments LLC | 16,036 | 17,090 | +1,054 | +6.57% |
| RFG Advisory LLC | 102,511 | 108,638 | +6,127 | +5.98% |
| Caldwell Sutter Capital Inc. | 5,191 | 5,491 | +300 | +5.78% |
| Toth Financial Advisory Corp | 151,148 | 159,870 | +8,722 | +5.77% |
| NBC Securities Inc. | 74,892 | 78,249 | +3,357 | +4.48% |
| Mainsail Financial Group LLC | 87,774 | 91,540 | +3,766 | +4.29% |
| Patten Group Inc. | 74,478 | 77,171 | +2,693 | +3.62% |
| ZRC Wealth Management LLC | 2,820 | 2,919 | +99 | +3.51% |
| MJP Associates Inc. ADV | 44,576 | 46,081 | +1,505 | +3.38% |
| PFS Partners LLC | 331,604 | 340,188 | +8,584 | +2.59% |
| Marion Wealth Management | 279,046 | 286,105 | +7,059 | +2.53% |
| PCG Wealth Advisors LLC | 21,862 | 22,307 | +445 | +2.04% |
| Atticus Wealth Management LLC | 29,236 | 29,804 | +568 | +1.94% |
| Park Avenue Securities LLC | 167,373 | 169,664 | +2,291 | +1.37% |
| Founders Financial Securities LLC | 26,757 | 27,088 | +331 | +1.24% |
| Atlas Private Wealth Management | 252,060 | 255,143 | +3,083 | +1.22% |
| Park Edge Advisors LLC | 20,902 | 21,145 | +243 | +1.16% |
| Signature Securities Group Corporation | 329,500 | 332,627 | +3,127 | +0.95% |
| Barry Investment Advisors LLC | 21,712 | 21,843 | +131 | +0.60% |
| Financial Enhancement Group LLC | 368,947 | 371,177 | +2,230 | +0.60% |
| Edmonds Duncan Registered Investment Advisors LLC | 149,132 | 149,957 | +825 | +0.55% |
| Coastal Investment Advisors Inc. | 19,591 | 19,654 | +63 | +0.32% |
| Etesian Wealth Advisors Inc. | 186,714 | 187,309 | +595 | +0.32% |
| Walker Asset Management LLC | 134,960 | 135,360 | +400 | +0.30% |
| Sunbelt Securities Inc. | 2,019 | 2,024 | +5 | +0.25% |
| Stockman Wealth Management Inc. | 35,654 | 35,716 | +62 | +0.17% |
| Cooper Financial Group | 56,257 | 56,330 | +73 | +0.13% |
| 13F Filers Reporting New Positions In FPE | ||||
| Woodmont Investment Counsel LLC | 0 | 10,048 | +10,048 | +100% |
| Indiana Trust & Investment Management CO | 0 | 2,546 | +2,546 | +100% |
| Synergy Financial Management LLC | 0 | 424,860 | +424,860 | +100% |
| Twelve Points Wealth Management LLC | 0 | 292,151 | +292,151 | +100% |
| FSC Wealth Advisors LLC | 0 | 1,172 | +1,172 | +100% |
| Global Assets Advisory LLC | 0 | 17,410 | +17,410 | +100% |
| Register Financial Advisors LLC | 0 | 1,071 | +1,071 | +100% |
| Accordant Advisory Group Inc | 0 | 590 | +590 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Hawaiian Bank | 29,100 | 29,100 | UNCH | 0.00% |
| Summit Financial Group Inc. | 24,688 | 24,688 | UNCH | 0.00% |
| First Community Trust NA | 4,300 | 4,300 | UNCH | 0.00% |
| Bangor Savings Bank | 61,055 | 61,055 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 2,959 | 2,959 | UNCH | 0.00% |
| E&G Advisors LP | 20,005 | 20,005 | UNCH | 0.00% |
| DeDora Capital Inc. | 13,334 | 13,334 | UNCH | 0.00% |
| Security National Bank | 12,917 | 12,917 | UNCH | 0.00% |
| Red Cedar Investment Management LLC | 77,575 | 77,575 | UNCH | 0.00% |
| RVW Wealth LLC | 19,072 | 19,072 | UNCH | 0.00% |
| Shulman DeMeo Asset Management LLC | 21,849 | 21,849 | UNCH | 0.00% |
| Lion Street Advisors LLC | 62,865 | 62,865 | UNCH | 0.00% |
| CVA Family Office LLC | 266 | 266 | UNCH | 0.00% |
| Columbia Advisory Partners LLC | 10,905 | 10,905 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 3,143 | 3,143 | UNCH | 0.00% |
| Stableford Capital II LLC | 15,300 | 15,300 | UNCH | 0.00% |
| Piscataqua Savings Bank | 1,200 | 1,200 | UNCH | 0.00% |
| Ameliora Wealth Management Ltd. | 741 | 741 | UNCH | 0.00% |
| HFG Advisors Inc. | 11,672 | 11,672 | UNCH | 0.00% |
| Keating Wealth Management LLC | 19,186 | 19,186 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 969 | 969 | UNCH | 0.00% |
| 13F Filers Decreasing FPE Share Count | ||||
| International Assets Investment Management LLC | 1,799,288 | 98,209 | -1,701,079 | -94.54% |
| Hudson Capital Management LLC | 182,025 | 16,208 | -165,817 | -91.10% |
| Stonebridge Advisors LLC | 1,972,113 | 182,555 | -1,789,558 | -90.74% |
| AdvisorNet Financial Inc | 64,279 | 11,823 | -52,456 | -81.61% |
| Independent Wealth Network Inc. | 105,688 | 32,695 | -72,993 | -69.06% |
| Everpar Advisors LLC | 31,164 | 19,698 | -11,466 | -36.79% |
| Wiley BROS. Aintree Capital LLC | 71,002 | 48,104 | -22,898 | -32.25% |
| CWM LLC | 233,954 | 164,510 | -69,444 | -29.68% |
| Miracle Mile Advisors LLC | 705,619 | 501,622 | -203,997 | -28.91% |
| Burns J W & Co. Inc. NY | 24,925 | 18,025 | -6,900 | -27.68% |
| Stratos Wealth Partners LTD. | 790,665 | 580,452 | -210,213 | -26.59% |
| Berger Financial Group Inc | 82,788 | 62,139 | -20,649 | -24.94% |
| LVZ Advisors Inc. | 38,202 | 29,320 | -8,882 | -23.25% |
| American Financial Advisors LLC | 16,651 | 13,217 | -3,434 | -20.62% |
| SeaCrest Wealth Management LLC | 13,361 | 10,897 | -2,464 | -18.44% |
| Hexagon Capital Partners LLC | 2,644 | 2,169 | -475 | -17.97% |
| Claro Advisors LLC | 23,093 | 19,911 | -3,182 | -13.78% |
| Wealth Enhancement Advisory Services LLC | 716,402 | 643,511 | -72,891 | -10.17% |
| Keystone Wealth Services LLC | 11,191 | 10,075 | -1,116 | -9.97% |
| OMNI 360 Wealth Inc. | 27,001 | 24,639 | -2,362 | -8.75% |
| Country Trust Bank | 1,436,557 | 1,384,283 | -52,274 | -3.64% |
| DHJJ Financial Advisors Ltd. | 8,815 | 8,565 | -250 | -2.84% |
| Naviter Wealth LLC | 184,691 | 180,620 | -4,071 | -2.20% |
| City Holding Co. | 168,777 | 165,407 | -3,370 | -2.00% |
| Tanglewood Legacy Advisors LLC | 36,260 | 35,560 | -700 | -1.93% |
| M&R Capital Management Inc. | 15,598 | 15,335 | -263 | -1.69% |
| Measured Wealth Private Client Group LLC | 58,974 | 58,336 | -638 | -1.08% |
| Park National Corp OH | 3,296,545 | 3,262,711 | -33,834 | -1.03% |
| Accel Wealth Management | 56,631 | 56,091 | -540 | -0.95% |
| Quad Cities Investment Group LLC | 414,213 | 410,778 | -3,435 | -0.83% |
| Key Client Fiduciary Advisors LLC | 11,463 | 11,421 | -42 | -0.37% |
| Choice Wealth Advisors LLC | 289,216 | 288,588 | -628 | -0.22% |
| MBE Wealth Management LLC | 11,642 | 11,626 | -16 | -0.14% |
| Ausdal Financial Partners Inc. | 51,789 | 51,767 | -22 | -0.04% |
| 13F Filers Exiting FPE | ||||
| BKM Wealth Management LLC | 245 | 0 | -245 | -100.00% |
| Cadent Capital Advisors LLC | 10,298 | 0 | -10,298 | -100.00% |
| Meridian Financial Partners LLC | 36,469 | 0 | -36,469 | -100.00% |
| Kovack Advisors Inc. | 174,998 | 0 | -174,998 | -100.00% |
| Wealthcare Advisory Partners LLC | 23,116 | 0 | -23,116 | -100.00% |
| Lowe Wealth Advisors LLC | 41 | 0 | -41 | -100.00% |
| AlphaMark Advisors LLC | 250 | 0 | -250 | -100.00% |
See Summary: Institutional Holders of FPE
See Details: Top 10 Hedge Funds Holding FPE
