HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FPX Share Count | ||||
| Private Trust Co. NA | 1,367 | 1,647 | +280 | +20.48% |
| RFG Advisory LLC | 3,044 | 3,631 | +587 | +19.28% |
| Global Retirement Partners LLC | 418 | 477 | +59 | +14.11% |
| Cassia Capital Partners LLC | 64,207 | 68,367 | +4,160 | +6.48% |
| Patten Group Inc. | 2,997 | 3,063 | +66 | +2.20% |
| NBC Securities Inc. | 1,379 | 1,389 | +10 | +0.73% |
| Raymond James Financial Services Advisors Inc. | 46,432 | 46,565 | +133 | +0.29% |
| BKA Wealth Consulting Inc. | 3,564 | 3,565 | +1 | +0.03% |
| 13F Filers Reporting New Positions In FPX | ||||
| Mather Group LLC. | 0 | 243 | +243 | +100% |
| Dynamic Advisor Solutions LLC | 0 | 1,922 | +1,922 | +100% |
| Epiq Partners LLC | 0 | 2,000 | +2,000 | +100% |
| Register Financial Advisors LLC | 0 | 124 | +124 | +100% |
| GAMMA Investing LLC | 0 | 100 | +100 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| City Holding Co. | 900 | 900 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 650 | 650 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 104 | 104 | UNCH | 0.00% |
| Luken Investment Analytics LLC | 565 | 565 | UNCH | 0.00% |
| Legacy Trust | 3,329 | 3,329 | UNCH | 0.00% |
| RDA Financial Network | 5,589 | 5,589 | UNCH | 0.00% |
| Spectrum Wealth Advisory Group LLC | 12,353 | 12,353 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 614 | 614 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 8 | 8 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 6 | 6 | UNCH | 0.00% |
| Spire Wealth Management | 638 | 638 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 385 | 385 | UNCH | 0.00% |
| Halpern Financial Inc. | 70 | 70 | UNCH | 0.00% |
| 13F Filers Decreasing FPX Share Count | ||||
| Rosenberg Matthew Hamilton | 380 | 233 | -147 | -38.68% |
| Cambridge Investment Research Advisors Inc. | 72,407 | 48,303 | -24,104 | -33.29% |
| Cornerstone Wealth Management LLC | 8,997 | 6,694 | -2,303 | -25.60% |
| Stratos Wealth Partners LTD. | 6,159 | 4,973 | -1,186 | -19.26% |
| PCG Wealth Advisors LLC | 9,332 | 8,221 | -1,111 | -11.91% |
| Clarus Wealth Advisors | 8,742 | 7,722 | -1,020 | -11.67% |
| Wealth Enhancement Advisory Services LLC | 66,693 | 59,293 | -7,400 | -11.10% |
| Raymond James & Associates | 89,816 | 83,730 | -6,086 | -6.78% |
| Accel Wealth Management | 4,475 | 4,187 | -288 | -6.44% |
| Twin Peaks Wealth Advisors LLC | 46,925 | 44,207 | -2,718 | -5.79% |
| Calton & Associates Inc. | 15,698 | 15,263 | -435 | -2.77% |
| Capital Advisory Group Advisory Services LLC | 5,457 | 5,307 | -150 | -2.75% |
| Purus Wealth Management LLC | 2,427 | 2,376 | -51 | -2.10% |
| Paul Damon & Associates Inc. | 2,565 | 2,539 | -26 | -1.01% |
| Cedar Brook Financial Partners LLC | 14,241 | 14,148 | -93 | -0.65% |
| CWM LLC | 3,558 | 3,537 | -21 | -0.59% |
| 13F Filers Exiting FPX | ||||
| Byrne Asset Management LLC | 15 | 0 | -15 | -100.00% |
| International Assets Investment Management LLC | 80,068 | 0 | -80,068 | -100.00% |
| Kovack Advisors Inc. | 6,077 | 0 | -6,077 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 95 | 0 | -95 | -100.00% |
See Summary: Institutional Holders of FPX
See Details: Top 10 Hedge Funds Holding FPX
