HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HYMB Share Count | ||||
| VanderPol Investments L.L.C. | 13,046 | 25,688 | +12,642 | +96.90% |
| Prentice Wealth Management LLC | 64,200 | 117,120 | +52,920 | +82.43% |
| Sebold Capital Management Inc. | 27,957 | 48,926 | +20,969 | +75.00% |
| OLD National Bancorp IN | 118,424 | 178,360 | +59,936 | +50.61% |
| Exchange Traded Concepts LLC | 2,253,790 | 3,258,311 | +1,004,521 | +44.57% |
| Dohj LLC | 40,150 | 56,906 | +16,756 | +41.73% |
| Wealthcare Advisory Partners LLC | 29,133 | 36,906 | +7,773 | +26.68% |
| Transform Wealth LLC | 271,481 | 343,695 | +72,214 | +26.60% |
| Flagship Harbor Advisors LLC | 27,573 | 34,658 | +7,085 | +25.70% |
| Revolve Wealth Partners LLC | 790,913 | 927,730 | +136,817 | +17.30% |
| Kwmg LLC | 81,694 | 92,938 | +11,244 | +13.76% |
| Capital Insight Partners LLC | 232,795 | 244,876 | +12,081 | +5.19% |
| Garrett Investment Advisors LLC | 159,489 | 163,411 | +3,922 | +2.46% |
| RFG Advisory LLC | 176,967 | 178,680 | +1,713 | +0.97% |
| Pinnacle Bank | 901 | 908 | +7 | +0.78% |
| Signature Securities Group Corporation | 8,918 | 8,982 | +64 | +0.72% |
| Chemistry Wealth Management LLC | 132,249 | 133,109 | +860 | +0.65% |
| Insight Wealth Strategies LLC | 17,539 | 17,609 | +70 | +0.40% |
| Cypress Wealth Services LLC | 7,954 | 7,975 | +21 | +0.26% |
| High Net Worth Advisory Group LLC | 194,856 | 194,922 | +66 | +0.03% |
| 13F Filers Reporting New Positions In HYMB | ||||
| Park Avenue Securities LLC | 0 | 27,653 | +27,653 | +100% |
| Confluence Investment Management LLC | 0 | 265,304 | +265,304 | +100% |
| Capital Investment Advisors LLC | 0 | 9,400 | +9,400 | +100% |
| Manning & Napier Group LLC | 0 | 4,182,396 | +4,182,396 | +100% |
| D. B. Root & Company LLC | 0 | 45,822 | +45,822 | +100% |
| Atlas Private Wealth Management | 0 | 10,200 | +10,200 | +100% |
| GoalVest Advisory LLC | 0 | 6,290 | +6,290 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Cedar Brook Financial Partners LLC | 53,444 | 53,444 | UNCH | 0.00% |
| Heartwood Wealth Advisors LLC | 36,714 | 36,714 | UNCH | 0.00% |
| Rise Advisors LLC | 846 | 846 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 26,450 | 26,450 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 90 | 90 | UNCH | 0.00% |
| Cedrus LLC | 14,801 | 14,801 | UNCH | 0.00% |
| Evergreen Private Wealth LLC | 863 | 863 | UNCH | 0.00% |
| 13F Filers Decreasing HYMB Share Count | ||||
| AdvisorNet Financial Inc | 18,109 | 2,586 | -15,523 | -85.72% |
| Hennion & Walsh Asset Management Inc. | 39,158 | 13,897 | -25,261 | -64.51% |
| Thrive Wealth Management LLC | 232,364 | 82,849 | -149,515 | -64.35% |
| Eagle Wealth Strategies LLC | 21,041 | 11,990 | -9,051 | -43.02% |
| Wealth Enhancement Advisory Services LLC | 204,608 | 138,403 | -66,205 | -32.36% |
| CWM LLC | 9,091 | 6,749 | -2,342 | -25.76% |
| Parkside Investments LLC | 414,453 | 310,975 | -103,478 | -24.97% |
| Ausdal Financial Partners Inc. | 52,963 | 44,305 | -8,658 | -16.35% |
| Private Ocean LLC | 719,976 | 625,909 | -94,067 | -13.07% |
| Weitzel Financial Services Inc. | 21,063 | 19,522 | -1,541 | -7.32% |
| Wedmont Private Capital | 79,733 | 74,205 | -5,528 | -6.93% |
| Legacy Financial Strategies LLC | 35,065 | 32,708 | -2,357 | -6.72% |
| Weaver Consulting Group | 9,478 | 8,978 | -500 | -5.28% |
| Stratos Wealth Partners LTD. | 311,775 | 299,580 | -12,195 | -3.91% |
| Traveka Wealth LLC | 98,128 | 95,098 | -3,030 | -3.09% |
| Harbor Group Inc. | 148,150 | 144,499 | -3,651 | -2.46% |
| Hart & Patterson Financial Group LLC | 60,356 | 58,927 | -1,429 | -2.37% |
| Capital Asset Advisory Services LLC | 441,495 | 431,641 | -9,854 | -2.23% |
| WBH Advisory Inc. | 31,083 | 30,445 | -638 | -2.05% |
| Strata Wealth Advisors LLC | 9,987 | 9,797 | -190 | -1.90% |
| ACT Advisors LLC. | 37,311 | 36,681 | -630 | -1.69% |
| BCS Wealth Management | 16,687 | 16,455 | -232 | -1.39% |
| Grimes & Company Inc. | 2,245,555 | 2,216,797 | -28,758 | -1.28% |
| OneAscent Financial Services LLC | 33,897 | 33,489 | -408 | -1.20% |
| Stratos Wealth Advisors LLC | 20,443 | 20,394 | -49 | -0.24% |
| CX Institutional | 183,264 | 182,885 | -379 | -0.21% |
| Mather Group LLC. | 243,732 | 243,266 | -466 | -0.19% |
| Pallas Capital Advisors LLC | 31,774 | 31,773 | -1 | -0.00% |
| 13F Filers Exiting HYMB | ||||
| Cooksen Wealth LLC | 7,471 | 0 | -7,471 | -100.00% |
| Shotwell Rutter Baer Inc | 46,818 | 0 | -46,818 | -100.00% |
| Clarity Financial LLC | 13,150 | 0 | -13,150 | -100.00% |
| International Assets Investment Management LLC | 143,072 | 0 | -143,072 | -100.00% |
| Annex Advisory Services LLC | 165,665 | 0 | -165,665 | -100.00% |
| Calton & Associates Inc. | 29,429 | 0 | -29,429 | -100.00% |
See Summary: Institutional Holders of HYMB
See Details: Top 10 Hedge Funds Holding HYMB
