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HACK Holdings Changes image
This page summarizes the HACK holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether HACK is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing HACK Share Count
Salem Investment Counselors Inc. 100 400 +300 +300.00%
Alpha Cubed Investments LLC 3,404 8,529 +5,125 +150.56%
PFG Investments LLC 4,905 9,667 +4,762 +97.08%
Flagship Harbor Advisors LLC 6,318 8,851 +2,533 +40.09%
Global Retirement Partners LLC 1,581 1,881 +300 +18.98%
Grassi Investment Management 3,600 4,275 +675 +18.75%
Game Plan Financial Advisors LLC 16,135 18,862 +2,727 +16.90%
Brookstone Capital Management 17,700 18,902 +1,202 +6.79%
O ROURKE & COMPANY Inc 10,104 10,776 +672 +6.65%
Optimum Investment Advisors 14,424 15,060 +636 +4.41%
CWM LLC 6,794 6,960 +166 +2.44%
Griffin Asset Management Inc. 6,029 6,145 +116 +1.92%
Stratos Wealth Partners LTD. 36,412 36,615 +203 +0.56%
TAP Consulting LLC 26,515 26,600 +85 +0.32%
Financial Freedom LLC 1,298 1,300 +2 +0.15%
13F Filers Reporting New Positions In HACK
Confluence Investment Management LLC 0 49,152 +49,152 +100%
Dakota Wealth Management 0 18,492 +18,492 +100%
Aspire Private Capital LLC 0 16 +16 +100%
BNC Wealth Management LLC 0 5,717 +5,717 +100%
Brown Miller Wealth Management LLC 0 8,239 +8,239 +100%
Ameliora Wealth Management Ltd. 0 3,000 +3,000 +100%
Register Financial Advisors LLC 0 200 +200 +100%
Core Wealth Partners LLC 0 3,683 +3,683 +100%
PFS Partners LLC 0 950 +950 +100%
13F Filers With Unchanged Share Count
Valley National Advisers Inc. 220 220 UNCH 0.00%
Toth Financial Advisory Corp 41 41 UNCH 0.00%
Barrett & Company Inc. 1,195 1,195 UNCH 0.00%
Baldwin Brothers Inc. MA 388 388 UNCH 0.00%
Raymond James Trust N.A. 4,177 4,177 UNCH 0.00%
Financial Management Professionals Inc. 1 1 UNCH 0.00%
Bouchey Financial Group Ltd 8,300 8,300 UNCH 0.00%
MV Capital Management Inc. 125 125 UNCH 0.00%
Cornerstone Wealth Management LLC 3,458 3,458 UNCH 0.00%
Carmichael Hill & Associates Inc. 248 248 UNCH 0.00%
Alhambra Investment Partners LLC 4,138 4,138 UNCH 0.00%
Newbridge Financial Services Group Inc. 180 180 UNCH 0.00%
City State Bank 160 160 UNCH 0.00%
Byrne Asset Management LLC 31 31 UNCH 0.00%
Armstrong Advisory Group Inc. 8,776 8,776 UNCH 0.00%
Stephens Consulting LLC 301 301 UNCH 0.00%
River Street Advisors LLC 3,505 3,505 UNCH 0.00%
Evergreen Private Wealth LLC 10 10 UNCH 0.00%
13F Filers Decreasing HACK Share Count
Investment Partners Asset Management Inc. 5,145 4,633 -512 -9.95%
CVA Family Office LLC 3,955 3,647 -308 -7.79%
Montecito Bank & Trust 9,040 8,540 -500 -5.53%
Appleton Partners Inc. MA 52,808 50,209 -2,599 -4.92%
Central Valley Advisors LLC 7,253 6,899 -354 -4.88%
Elk River Wealth Management LLC 3,666 3,500 -166 -4.53%
Cambridge Investment Research Advisors Inc. 104,729 99,995 -4,734 -4.52%
Raymond James & Associates 191,608 186,960 -4,648 -2.43%
City Holding Co. 5,570 5,435 -135 -2.42%
Wealth Enhancement Advisory Services LLC 337,165 330,971 -6,194 -1.84%
Raymond James Financial Services Advisors Inc. 66,373 65,592 -781 -1.18%
Swisher Financial Concepts Inc. 3,370 3,342 -28 -0.83%
Dumont & Blake Investment Advisors LLC 12,376 12,276 -100 -0.81%
Curbstone Financial Management Corp 27,450 27,350 -100 -0.36%
13F Filers Exiting HACK
Key Client Fiduciary Advisors LLC 12,273 0 -12,273 -100.00%
Independent Wealth Network Inc. 10,526 0 -10,526 -100.00%
Spire Wealth Management 1,716 0 -1,716 -100.00%
DHJJ Financial Advisors Ltd. 4 0 -4 -100.00%
Tennessee Valley Asset Management Partners 229 0 -229 -100.00%
International Assets Investment Management LLC 167,828 0 -167,828 -100.00%
Veracity Capital LLC 3,415 0 -3,415 -100.00%
Banque Cantonale Vaudoise 24,729 0 -24,729 -100.00%
Lake Street Financial LLC 4,320 0 -4,320 -100.00%
Ellis Investment Partners LLC 49,008 0 -49,008 -100.00%
Wealthfront Advisers LLC 13,364 0 -13,364 -100.00%
Wealthcare Advisory Partners LLC 4,151 0 -4,151 -100.00%
Ausdal Financial Partners Inc. 7,575 0 -7,575 -100.00%
Gradient Investments LLC 161 0 -161 -100.00%
Cutler Group LP 21 0 -21 -100.00%
AdvisorNet Financial Inc 2,610 0 -2,610 -100.00%
Blue Bell Private Wealth Management LLC 4,152 0 -4,152 -100.00%
Bourgeon Capital Management LLC 453 0 -453 -100.00%
WASHINGTON TRUST Co 1,016 0 -1,016 -100.00%
M&R Capital Management Inc. 310 0 -310 -100.00%
Fifth Third Bancorp 4,376 0 -4,376 -100.00%

See Summary: Institutional Holders of HACK
See Details: Top 10 Hedge Funds Holding HACK

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