HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FSTA Share Count | ||||
| Private Trust Co. NA | 67 | 682 | +615 | +917.91% |
| Beaumont Financial Advisors LLC | 5,711 | 35,612 | +29,901 | +523.57% |
| CX Institutional | 15,001 | 68,479 | +53,478 | +356.50% |
| American National Bank | 310 | 1,267 | +957 | +308.71% |
| Larson Financial Group LLC | 33 | 110 | +77 | +233.33% |
| Geneos Wealth Management Inc. | 20 | 52 | +32 | +160.00% |
| Citigroup Inc. | 262 | 547 | +285 | +108.78% |
| Southern Capital Advisors LLC | 35,865 | 71,015 | +35,150 | +98.01% |
| Morningstar Investment Services LLC | 392,819 | 772,772 | +379,953 | +96.72% |
| Huntington National Bank | 416 | 695 | +279 | +67.07% |
| Marotta Asset Management | 32,930 | 53,982 | +21,052 | +63.93% |
| Wells Fargo & Company MN | 24,304 | 35,189 | +10,885 | +44.79% |
| Robertson Stephens Wealth Management LLC | 13,172 | 18,983 | +5,811 | +44.12% |
| Cetera Advisor Networks LLC | 22,889 | 32,761 | +9,872 | +43.13% |
| AGF Management Ltd. | 86,620 | 123,104 | +36,484 | +42.12% |
| AE Wealth Management LLC | 87,432 | 117,568 | +30,136 | +34.47% |
| Kestra Advisory Services LLC | 147,099 | 180,541 | +33,442 | +22.73% |
| Cedrus LLC | 16,783 | 20,514 | +3,731 | +22.23% |
| Envestnet Asset Management Inc. | 332,794 | 398,547 | +65,753 | +19.76% |
| GSA Capital Partners LLP | 16,232 | 19,271 | +3,039 | +18.72% |
| Goldman Sachs Group Inc. | 122,025 | 142,091 | +20,066 | +16.44% |
| Comerica Bank | 1,146 | 1,330 | +184 | +16.06% |
| Park Avenue Securities LLC | 8,518 | 9,851 | +1,333 | +15.65% |
| First Command Advisory Services Inc. | 52 | 60 | +8 | +15.38% |
| Cetera Investment Advisers | 34,161 | 39,379 | +5,218 | +15.27% |
| Private Advisor Group LLC | 10,663 | 12,142 | +1,479 | +13.87% |
| LPL Financial LLC | 215,475 | 244,716 | +29,241 | +13.57% |
| GWM Advisors LLC | 75,683 | 85,318 | +9,635 | +12.73% |
| Mariner LLC | 10,624 | 11,913 | +1,289 | +12.13% |
| Steward Partners Investment Advisory LLC | 34,552 | 37,504 | +2,952 | +8.54% |
| Financial Perspectives Inc | 92,133 | 99,917 | +7,784 | +8.45% |
| Yoder Wealth Management Inc. | 20,245 | 21,926 | +1,681 | +8.30% |
| Bank of America Corp DE | 53,213 | 57,552 | +4,339 | +8.15% |
| Stifel Financial Corp | 46,629 | 49,949 | +3,320 | +7.12% |
| Lynch & Associates IN | 20,982 | 22,371 | +1,389 | +6.62% |
| Envestnet Portfolio Solutions Inc. | 13,690 | 14,517 | +827 | +6.04% |
| FMR LLC | 25,229 | 26,743 | +1,514 | +6.00% |
| Compass Financial Group INC SD | 113,837 | 119,643 | +5,806 | +5.10% |
| Creative Financial Designs Inc. ADV | 5,399 | 5,617 | +218 | +4.04% |
| Sunbelt Securities Inc. | 16,191 | 16,729 | +538 | +3.32% |
| Charles Schwab Investment Management Inc. | 2,105,332 | 2,166,526 | +61,194 | +2.91% |
| Lincoln National Corp | 85,355 | 87,658 | +2,303 | +2.70% |
| HighTower Advisors LLC | 15,379 | 15,753 | +374 | +2.43% |
| NBC Securities Inc. | 9,570 | 9,799 | +229 | +2.39% |
| Northwestern Mutual Wealth Management Co. | 3,286 | 3,359 | +73 | +2.22% |
| Independent Advisor Alliance | 8,083 | 8,203 | +120 | +1.48% |
| Lido Advisors LLC | 1,006,921 | 1,019,588 | +12,667 | +1.26% |
| Colonial Trust Advisors | 219 | 221 | +2 | +0.91% |
| CI Private Wealth LLC | 7,119 | 7,173 | +54 | +0.76% |
| Element Wealth LLC | 169 | 170 | +1 | +0.59% |
| EPG Wealth Management LLC | 925 | 929 | +4 | +0.43% |
| Atlas Brown Inc. | 26,535 | 26,604 | +69 | +0.26% |
| Roman Butler Fullerton & Co. | 8,392 | 8,410 | +18 | +0.21% |
| Advisor Group Holdings Inc. | 465,441 | 466,074 | +633 | +0.14% |
| Capital Analysts LLC | 31,076 | 31,080 | +4 | +0.01% |
| Pensionmark Financial Group LLC | 8,477 | 8,478 | +1 | +0.01% |
| 13F Filers Reporting New Positions In FSTA | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Kayne Anderson Rudnick Investment Management LLC | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 31,516 | +31,516 | +100% |
| MeadowBrook Investment Advisors LLC | 0 | 388 | +388 | +100% |
| BOK Financial Private Wealth Inc. | 0 | 118 | +118 | +100% |
| HRT Financial LP | 0 | 7,568 | +7,568 | +100% |
| Asset Dedication LLC | 0 | 1,040 | +1,040 | +100% |
| Cetera Advisors LLC | 0 | 5,830 | +5,830 | +100% |
| Cerity Partners LLC | 0 | 10,160 | +10,160 | +100% |
| GSB Wealth Management LLC | 0 | 7,481 | +7,481 | +100% |
| Pacifica Partners Inc. | 0 | 20 | +20 | +100% |
| CVA Family Office LLC | 0 | 10 | +10 | +100% |
| Investment Research & Advisory Group Inc. | 0 | 55 | +55 | +100% |
| International Assets Investment Management LLC | 0 | 110,890 | +110,890 | +100% |
| Team Financial Group LLC | 0 | 25 | +25 | +100% |
| Coppell Advisory Solutions LLC | 0 | 22 | +22 | +100% |
| Morton Brown Family Wealth LLC | 0 | 3 | +3 | +100% |
| ORG Partners LLC | 0 | 44 | +44 | +100% |
| Annis Gardner Whiting Capital Advisors LLC | 0 | 700 | +700 | +100% |
| BKM Wealth Management LLC | 0 | 2,490 | +2,490 | +100% |
| Tidemark LLC | 0 | 92 | +92 | +100% |
| Sachetta LLC | 0 | 3 | +3 | +100% |
| Pathstone Holdings LLC | 0 | 6,421 | +6,421 | +100% |
| Creekmur Asset Management LLC | 0 | 334 | +334 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Franklin Resources Inc. | 1,440 | 1,440 | UNCH | 0.00% |
| Godsey & Gibb Associates | 400 | 400 | UNCH | 0.00% |
| Centaurus Financial Inc. | 2,580 | 2,580 | UNCH | 0.00% |
| Blair William & Co. IL | 54 | 54 | UNCH | 0.00% |
| Keybank National Association OH | 13,459 | 13,459 | UNCH | 0.00% |
| Proffitt & Goodson Inc. | 213 | 213 | UNCH | 0.00% |
| Whittier Trust Co. | 1,885 | 1,885 | UNCH | 0.00% |
| Macquarie Group Ltd. | 28,243 | 28,243 | UNCH | 0.00% |
| STA Wealth Management LLC | 5,867 | 5,867 | UNCH | 0.00% |
| Independent Order of Foresters | 28,243 | 28,243 | UNCH | 0.00% |
| NewSquare Capital LLC | 22 | 22 | UNCH | 0.00% |
| Allworth Financial LP | 702 | 702 | UNCH | 0.00% |
| Bray Capital Advisors | 9,750 | 9,750 | UNCH | 0.00% |
| Mascoma Wealth Management LLC | 400 | 400 | UNCH | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 40 | 40 | UNCH | 0.00% |
| McIlrath & Eck LLC | 159 | 159 | UNCH | 0.00% |
| FLC Capital Advisors | 5,000 | 5,000 | UNCH | 0.00% |
| Qube Research & Technologies Ltd | 1,448 | 1,448 | UNCH | 0.00% |
| Sound Income Strategies LLC | 59 | 59 | UNCH | 0.00% |
| Financial Gravity Asset Management Inc. | 43 | 43 | UNCH | 0.00% |
| Global Retirement Partners LLC | 358 | 358 | UNCH | 0.00% |
| Global Wealth Management Investment Advisory Inc. | 195 | 195 | UNCH | 0.00% |
| Archer Investment Corp | 77 | 77 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 3,055 | 3,055 | UNCH | 0.00% |
| Cape Investment Advisory Inc. | 38 | 38 | UNCH | 0.00% |
| Colonial Trust Co SC | 954 | 954 | UNCH | 0.00% |
| 13F Filers Decreasing FSTA Share Count | ||||
| Advocacy Wealth Management Services LLC | 796,099 | 134,028 | -662,071 | -83.16% |
| Soltis Investment Advisors LLC | 45,263 | 8,363 | -36,900 | -81.52% |
| Ameriprise Financial Inc. | 128,822 | 31,867 | -96,955 | -75.26% |
| Mutual Advisors LLC | 22,440 | 5,582 | -16,858 | -75.12% |
| Jane Street Group LLC | 33,151 | 9,413 | -23,738 | -71.61% |
| Stone House Investment Management LLC | 439 | 160 | -279 | -63.55% |
| SYM FINANCIAL Corp | 2,650 | 1,000 | -1,650 | -62.26% |
| Tower Research Capital LLC TRC | 6,989 | 3,096 | -3,893 | -55.70% |
| Meridian Wealth Management LLC | 9,504 | 4,782 | -4,722 | -49.68% |
| Sigma Planning Corp | 43,345 | 22,012 | -21,333 | -49.22% |
| Oliver Lagore Vanvalin Investment Group | 50,824 | 29,347 | -21,477 | -42.26% |
| The PNC Financial Services Group Inc. | 1,597 | 948 | -649 | -40.64% |
| Royal Bank of Canada | 15,430 | 9,225 | -6,205 | -40.21% |
| Cornerstone Planning Group LLC | 473 | 299 | -174 | -36.79% |
| JPMorgan Chase & Co. | 165,790 | 106,014 | -59,776 | -36.06% |
| Walker Financial Services Inc. | 75,850 | 49,276 | -26,574 | -35.03% |
| TrueWealth Advisors LLC | 16,831 | 11,009 | -5,822 | -34.59% |
| Fifth Third Securities Inc. | 36,547 | 25,396 | -11,151 | -30.51% |
| Newbridge Financial Services Group Inc. | 794 | 568 | -226 | -28.46% |
| Stonebridge Financial Planning Group LLC | 23,975 | 17,391 | -6,584 | -27.46% |
| Commonwealth Equity Services LLC | 675,914 | 497,836 | -178,078 | -26.35% |
| Atria Wealth Solutions Inc. | 67,087 | 49,771 | -17,316 | -25.81% |
| Morgan Stanley | 128,599 | 96,922 | -31,677 | -24.63% |
| Harbour Investments Inc. | 3,460 | 2,672 | -788 | -22.77% |
| Spire Wealth Management | 1,296 | 1,010 | -286 | -22.07% |
| Brookstone Capital Management | 16,384 | 12,891 | -3,493 | -21.32% |
| Integrated Wealth Concepts LLC | 20,781 | 16,463 | -4,318 | -20.78% |
| MML Investors Services LLC | 22,523 | 18,356 | -4,167 | -18.50% |
| Truist Financial Corp | 35,470 | 28,946 | -6,524 | -18.39% |
| EverSource Wealth Advisors LLC | 31 | 26 | -5 | -16.13% |
| Full Sail Capital LLC | 121,832 | 102,865 | -18,967 | -15.57% |
| Advisory Services Network LLC | 117,807 | 100,963 | -16,844 | -14.30% |
| Ameritas Advisory Services LLC | 14,826 | 13,160 | -1,666 | -11.24% |
| Fisher Asset Management LLC | 9,219 | 8,338 | -881 | -9.56% |
| Householder Group Estate & Retirement Specialist LLC | 11,689 | 10,688 | -1,001 | -8.56% |
| Atlas Capital Advisors LLC | 69,691 | 64,021 | -5,670 | -8.14% |
| Prudential Financial Inc. | 43,634 | 40,207 | -3,427 | -7.85% |
| Curran Financial Partners LLC | 17,208 | 15,906 | -1,302 | -7.57% |
| WBI Investments | 87,754 | 81,720 | -6,034 | -6.88% |
| Csenge Advisory Group | 6,617 | 6,190 | -427 | -6.45% |
| Kingsview Wealth Management LLC | 8,365 | 7,843 | -522 | -6.24% |
| IFP Advisors Inc | 3,734 | 3,533 | -201 | -5.38% |
| Cambridge Investment Research Advisors Inc. | 124,491 | 118,255 | -6,236 | -5.01% |
| FRG Family Wealth Advisors LLC | 25,560 | 24,300 | -1,260 | -4.93% |
| RFG Advisory LLC | 13,956 | 13,307 | -649 | -4.65% |
| J.W. Cole Advisors Inc. | 42,825 | 41,285 | -1,540 | -3.60% |
| Exchange Capital Management Inc. | 23,015 | 22,217 | -798 | -3.47% |
| Snowden Capital Advisors LLC | 23,576 | 22,815 | -761 | -3.23% |
| Arkadios Wealth Advisors | 25,868 | 25,163 | -705 | -2.73% |
| Creative Planning | 4,841 | 4,736 | -105 | -2.17% |
| Rockefeller Capital Management L.P. | 69,111 | 67,622 | -1,489 | -2.15% |
| UBS Group AG | 55,079 | 53,985 | -1,094 | -1.99% |
| Lifeworks Advisors LLC | 27,781 | 27,231 | -550 | -1.98% |
| Pacific Sun Financial Corp | 13,948 | 13,678 | -270 | -1.94% |
| Kestra Private Wealth Services LLC | 26,336 | 25,836 | -500 | -1.90% |
| Dakota Wealth Management | 16,610 | 16,375 | -235 | -1.41% |
| Raymond James Financial Services Advisors Inc. | 5,851 | 5,808 | -43 | -0.73% |
| Nwam LLC | 13,718 | 13,670 | -48 | -0.35% |
| Smith Salley & Associates | 23,995 | 23,913 | -82 | -0.34% |
| 13F Filers Exiting FSTA | ||||
| Empirical Asset Management LLC | 4,722 | 0 | -4,722 | -100.00% |
| Atlas Financial Advisors Inc. | 6,053 | 0 | -6,053 | -100.00% |
| Clarity Financial LLC | 5,669 | 0 | -5,669 | -100.00% |
| Connectus Wealth LLC | 149,119 | 0 | -149,119 | -100.00% |
| Green Harvest Asset Management LLC | 4,705 | 0 | -4,705 | -100.00% |
| Birchcreek Wealth Management LLC | 5,298 | 0 | -5,298 | -100.00% |
| Orion Portfolio Solutions LLC | 22,495 | 0 | -22,495 | -100.00% |
| Lindbrook Capital LLC | 286 | 0 | -286 | -100.00% |
| Crumly & Associates Inc. | 57,504 | 0 | -57,504 | -100.00% |
| Crewe Advisors LLC | 27 | 0 | -27 | -100.00% |
| Personal CFO Solutions LLC | 109,203 | 0 | -109,203 | -100.00% |
| Traynor Capital Management Inc. | 5,858 | 0 | -5,858 | -100.00% |
| Sowell Financial Services LLC | 23,076 | 0 | -23,076 | -100.00% |
| Boston Private Wealth LLC | 5,637 | 0 | -5,637 | -100.00% |
| Beck Capital Management LLC | 18,090 | 0 | -18,090 | -100.00% |
| Eqis Capital Management Inc. | 4,734 | 0 | -4,734 | -100.00% |
| Gradient Investments LLC | 12 | 0 | -12 | -100.00% |
| Flow Traders U.S. LLC | 6,645 | 0 | -6,645 | -100.00% |
| Susquehanna International Group LLP | 7,323 | 0 | -7,323 | -100.00% |
| Citadel Advisors LLC | 31,582 | 0 | -31,582 | -100.00% |
| Two Sigma Investments LP | 15,400 | 0 | -15,400 | -100.00% |
| Bank of Montreal Can | 14,800 | 0 | -14,800 | -100.00% |
| DAVENPORT & Co LLC | 6,607 | 0 | -6,607 | -100.00% |
See Summary: Institutional Holders of FSTA
See Details: Top 10 Hedge Funds Holding FSTA
