HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FSEP Share Count | ||||
| Proequities Inc. | 9,326 | 16,566 | +7,240 | +77.63% |
| Creative Financial Designs Inc. ADV | 9,114 | 9,484 | +370 | +4.06% |
| Opes Wealth Management LLC | 6,711 | 6,842 | +131 | +1.95% |
| Kingswood Wealth Advisors LLC | 10,800 | 10,900 | +100 | +0.93% |
| DHJJ Financial Advisors Ltd. | 17,393 | 17,508 | +115 | +0.66% |
| 13F Filers Reporting New Positions In FSEP | ||||
| Susquehanna International Group LLP | 0 | 12,313 | +12,313 | +100% |
| McCarthy & Cox | 0 | 122,616 | +122,616 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Thoroughbred Financial Services LLC | 29,462 | 29,462 | UNCH | 0.00% |
| McKinley Carter Wealth Services Inc. | 21,559 | 21,559 | UNCH | 0.00% |
| Fragasso Group Inc. | 43,208 | 43,208 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 15,555 | 15,555 | UNCH | 0.00% |
| Sloy Dahl & Holst LLC | 33,306 | 33,306 | UNCH | 0.00% |
| Mutual Advisors LLC | 7,273 | 7,273 | UNCH | 0.00% |
| SeaCrest Wealth Management LLC | 16,831 | 16,831 | UNCH | 0.00% |
| Cedar Brook Financial Partners LLC | 5,310 | 5,310 | UNCH | 0.00% |
| Clear Creek Financial Management LLC | 5,679 | 5,679 | UNCH | 0.00% |
| Octavia Wealth Advisors LLC | 26,007 | 26,007 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 7,379 | 7,379 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 1,030 | 1,030 | UNCH | 0.00% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,687 | 14,687 | UNCH | 0.00% |
| Turtle Creek Wealth Advisors LLC | 860 | 860 | UNCH | 0.00% |
| Catalina Capital Group LLC | 7,766 | 7,766 | UNCH | 0.00% |
| 13F Filers Decreasing FSEP Share Count | ||||
| Valtinson Bruner Financial Planning LLC | 106,568 | 42,664 | -63,904 | -59.97% |
| Cambridge Investment Research Advisors Inc. | 80,627 | 62,620 | -18,007 | -22.33% |
| Kestra Private Wealth Services LLC | 13,160 | 10,230 | -2,930 | -22.26% |
| Prosperity Consulting Group LLC | 12,005 | 10,510 | -1,495 | -12.45% |
| Raymond James Financial Services Advisors Inc. | 163,953 | 144,497 | -19,456 | -11.87% |
| CWM LLC | 405,343 | 359,511 | -45,832 | -11.31% |
| Lincoln National Corp | 5,808 | 5,208 | -600 | -10.33% |
| Janney Montgomery Scott LLC | 17,092 | 15,940 | -1,152 | -6.74% |
| Beacon Financial Group | 43,237 | 40,342 | -2,895 | -6.70% |
| Commonwealth Equity Services LLC | 343,010 | 322,379 | -20,631 | -6.01% |
| Strategic Blueprint LLC | 16,193 | 15,230 | -963 | -5.95% |
| Apollon Wealth Management LLC | 6,050 | 5,750 | -300 | -4.96% |
| NBC Securities Inc. | 4,271 | 4,086 | -185 | -4.33% |
| Main Street Financial Solutions LLC | 13,230 | 12,705 | -525 | -3.97% |
| Blue Bell Private Wealth Management LLC | 15,586 | 15,280 | -306 | -1.96% |
| Raymond James & Associates | 92,913 | 91,213 | -1,700 | -1.83% |
| Integrity Financial Corp WA | 31,560 | 31,110 | -450 | -1.43% |
| Schulz Wealth LTD. | 119,954 | 118,458 | -1,496 | -1.25% |
| Keystone Wealth Services LLC | 110,022 | 109,732 | -290 | -0.26% |
| 13F Filers Exiting FSEP | ||||
| Panoramic Investment Advisors LLC | 7,865 | 0 | -7,865 | -100.00% |
| HighTower Advisors LLC | 8,026 | 0 | -8,026 | -100.00% |
| First Heartland Consultants Inc. | 8,140 | 0 | -8,140 | -100.00% |
See Summary: Institutional Holders of FSEP
See Details: Top 10 Hedge Funds Holding FSEP
