HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing LVHI Share Count | ||||
| FinTrust Capital Advisors LLC | 8,785 | 44,130 | +35,345 | +402.33% |
| Benchmark Financial Wealth Advisors LLC | 13,946 | 35,671 | +21,725 | +155.78% |
| Sigma Planning Corp | 48,122 | 107,732 | +59,610 | +123.87% |
| GPS Wealth Strategies Group LLC | 100 | 200 | +100 | +100.00% |
| Total Clarity Wealth Management Inc. | 9,402 | 15,095 | +5,693 | +60.55% |
| Creative Financial Designs Inc. ADV | 1,855 | 2,944 | +1,089 | +58.71% |
| CWM LLC | 110,375 | 173,550 | +63,175 | +57.24% |
| Geneos Wealth Management Inc. | 246 | 386 | +140 | +56.91% |
| Commonwealth Equity Services LLC | 482,713 | 644,692 | +161,979 | +33.56% |
| Stratos Wealth Advisors LLC | 49,671 | 64,123 | +14,452 | +29.10% |
| Fortis Group Advisors LLC | 16,338 | 20,881 | +4,543 | +27.81% |
| Great Valley Advisor Group Inc. | 573,662 | 703,399 | +129,737 | +22.62% |
| Pinnacle Financial Partners Inc. | 184,781 | 220,588 | +35,807 | +19.38% |
| L.M. Kohn & Company | 27,361 | 32,096 | +4,735 | +17.31% |
| Retirement Group LLC | 1,725 | 1,975 | +250 | +14.49% |
| Cambridge Investment Research Advisors Inc. | 113,647 | 129,212 | +15,565 | +13.70% |
| HighTower Advisors LLC | 534,079 | 595,995 | +61,916 | +11.59% |
| J.W. Cole Advisors Inc. | 56,607 | 62,636 | +6,029 | +10.65% |
| Private Trust Co. NA | 5,165 | 5,643 | +478 | +9.25% |
| BKA Wealth Consulting Inc. | 140,051 | 151,886 | +11,835 | +8.45% |
| Aviance Capital Partners LLC | 25,702 | 27,730 | +2,028 | +7.89% |
| Foresight Capital Management Advisors Inc. | 90,328 | 95,594 | +5,266 | +5.83% |
| Raymond James & Associates | 179,137 | 188,259 | +9,122 | +5.09% |
| Principle Wealth Partners LLC | 78,070 | 80,555 | +2,485 | +3.18% |
| OneAscent Financial Services LLC | 41,498 | 42,751 | +1,253 | +3.02% |
| Smart Money Group LLC | 70,356 | 71,624 | +1,268 | +1.80% |
| Cedar Mountain Advisors LLC | 293,113 | 297,368 | +4,255 | +1.45% |
| Raymond James Trust N.A. | 21,429 | 21,674 | +245 | +1.14% |
| Berger Financial Group Inc | 12,288 | 12,338 | +50 | +0.41% |
| Sunbelt Securities Inc. | 972 | 973 | +1 | +0.10% |
| LexAurum Advisors LLC | 13,001 | 13,009 | +8 | +0.06% |
| RSM US Wealth Management LLC | 31,737 | 31,742 | +5 | +0.02% |
| 13F Filers Reporting New Positions In LVHI | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Insight Wealth Strategies LLC | 0 | 425,272 | +425,272 | +100% |
| Cedar Brook Financial Partners LLC | 0 | 11,967 | +11,967 | +100% |
| Diversified LLC | 0 | 7,108 | +7,108 | +100% |
| Montis Financial LLC | 0 | 15,203 | +15,203 | +100% |
| Mason & Associates LLC | 0 | 95,594 | +95,594 | +100% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 0 | 9,286 | +9,286 | +100% |
| Focus Financial Network Inc. | 0 | 101,722 | +101,722 | +100% |
| Diversify Advisory Services LLC | 0 | 32,776 | +32,776 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 1,438 | 1,438 | UNCH | 0.00% |
| Janney Montgomery Scott LLC | 17,464 | 17,464 | UNCH | 0.00% |
| Signaturefd LLC | 260 | 260 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 118 | 118 | UNCH | 0.00% |
| Global Retirement Partners LLC | 137 | 137 | UNCH | 0.00% |
| Magnus Financial Group LLC | 36,739 | 36,739 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 15 | 15 | UNCH | 0.00% |
| Stephens Consulting LLC | 467 | 467 | UNCH | 0.00% |
| 13F Filers Decreasing LVHI Share Count | ||||
| Trilogy Capital Inc. | 87,841 | 63,089 | -24,752 | -28.18% |
| Wealth Enhancement Advisory Services LLC | 93,034 | 77,126 | -15,908 | -17.10% |
| Raymond James Financial Services Advisors Inc. | 328,096 | 279,816 | -48,280 | -14.72% |
| Csenge Advisory Group | 32,144 | 28,418 | -3,726 | -11.59% |
| Shore Point Advisors LLC | 26,516 | 23,712 | -2,804 | -10.57% |
| Advisory Services Network LLC | 11,239 | 10,754 | -485 | -4.32% |
| Private Advisor Group LLC | 252,887 | 242,295 | -10,592 | -4.19% |
| Cornerstone Wealth Group LLC | 138,946 | 133,734 | -5,212 | -3.75% |
| Arden Trust Co | 39,700 | 38,392 | -1,308 | -3.29% |
| Financial Advocates Investment Management | 20,840 | 20,208 | -632 | -3.03% |
| Dynamic Advisor Solutions LLC | 34,503 | 33,712 | -791 | -2.29% |
| Etfidea LLC | 34,927 | 34,713 | -214 | -0.61% |
| 13F Filers Exiting LVHI | ||||
| Sound Income Strategies LLC | 264 | 0 | -264 | -100.00% |
See Summary: Institutional Holders of LVHI
See Details: Top 10 Hedge Funds Holding LVHI
