HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MAIN Share Count | ||||
| SJS Investment Consulting Inc. | 62 | 155 | +93 | +150.00% |
| DNB Asset Management AS | 87,406 | 107,228 | +19,822 | +22.68% |
| Register Financial Advisors LLC | 2,262 | 2,712 | +450 | +19.89% |
| Financial Security Advisor Inc. | 9,708 | 10,736 | +1,028 | +10.59% |
| Stratos Wealth Partners LTD. | 8,036 | 8,860 | +824 | +10.25% |
| Hexagon Capital Partners LLC | 3,553 | 3,851 | +298 | +8.39% |
| Sound Income Strategies LLC | 351,983 | 359,773 | +7,790 | +2.21% |
| AlphaMark Advisors LLC | 303 | 308 | +5 | +1.65% |
| SOA Wealth Advisors LLC. | 2,547 | 2,588 | +41 | +1.61% |
| Wealth Enhancement Advisory Services LLC | 43,046 | 43,538 | +492 | +1.14% |
| CWM LLC | 702 | 705 | +3 | +0.43% |
| RDA Financial Network | 9,160 | 9,181 | +21 | +0.23% |
| RMR Wealth Builders | 14,769 | 14,797 | +28 | +0.19% |
| 13F Filers Reporting New Positions In MAIN | ||||
| PayPay Securities Corp | 0 | 0 | UNCH | 100% |
| Sanders Morris Harris LLC | 0 | 209,029 | +209,029 | +100% |
| Confluence Investment Management LLC | 0 | 129,143 | +129,143 | +100% |
| Stratos Wealth Advisors LLC | 0 | 5,580 | +5,580 | +100% |
| Naviter Wealth LLC | 0 | 42,906 | +42,906 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Miller Howard Investments Inc. NY | 62,000 | 62,000 | UNCH | 0.00% |
| Vaughan Nelson Investment Management L.P. | 2,650 | 2,650 | UNCH | 0.00% |
| Optimum Investment Advisors | 500 | 500 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 5,300 | 5,300 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 825 | 825 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 700 | 700 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 750 | 750 | UNCH | 0.00% |
| Founders Capital Management | 100 | 100 | UNCH | 0.00% |
| Versant Capital Management Inc | 227 | 227 | UNCH | 0.00% |
| Davis Capital Management | 33 | 33 | UNCH | 0.00% |
| Stableford Capital II LLC | 4,800 | 4,800 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 7,180 | 7,180 | UNCH | 0.00% |
| Stephens Consulting LLC | 179 | 179 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 135 | 135 | UNCH | 0.00% |
| GAMMA Investing LLC | 19 | 19 | UNCH | 0.00% |
| 13F Filers Decreasing MAIN Share Count | ||||
| NBC Securities Inc. | 3,686 | 910 | -2,776 | -75.31% |
| Webster Bank N. A. | 553 | 441 | -112 | -20.25% |
| Congress Wealth Management LLC DE | 6,089 | 5,339 | -750 | -12.32% |
| Whitener Capital Management Inc. | 6,272 | 5,774 | -498 | -7.94% |
| D. B. Root & Company LLC | 31,516 | 30,270 | -1,246 | -3.95% |
| Sunbelt Securities Inc. | 3,370 | 3,275 | -95 | -2.82% |
| Capital Investment Advisors LLC | 52,334 | 51,974 | -360 | -0.69% |
| 13F Filers Exiting MAIN | ||||
| FSC Wealth Advisors LLC | 100 | 0 | -100 | -100.00% |
| International Assets Investment Management LLC | 11,240 | 0 | -11,240 | -100.00% |
| Trust Co | 1,000 | 0 | -1,000 | -100.00% |
| Carlson Capital Management | 68,130 | 0 | -68,130 | -100.00% |
| AdvisorNet Financial Inc | 2,128 | 0 | -2,128 | -100.00% |
See Summary: Institutional Holders of MAIN
See Details: Top 10 Hedge Funds Holding MAIN
Also See: MAIN Insider Buying
