Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing MDYV Share Count | ||||
Tradewinds Capital Management LLC | 2,143 | 220,951 | +218,808 | +10210.36% |
Stratos Wealth Partners LTD. | 3,435 | 16,088 | +12,653 | +368.36% |
CWM LLC | 72,682 | 89,488 | +16,806 | +23.12% |
Ignite Planners LLC | 21,955 | 26,201 | +4,246 | +19.34% |
HF Advisory Group LLC | 8,724 | 10,197 | +1,473 | +16.88% |
Silverlake Wealth Management LLC | 3,419 | 3,970 | +551 | +16.12% |
Wealth Enhancement Advisory Services LLC | 4,515,398 | 5,237,228 | +721,830 | +15.99% |
Wealthcare Advisory Partners LLC | 20,846 | 23,356 | +2,510 | +12.04% |
Burt Wealth Advisors | 4,922 | 5,499 | +577 | +11.72% |
Fifth Third Securities Inc. | 3,802 | 4,246 | +444 | +11.68% |
LongView Wealth Management | 6,201 | 6,711 | +510 | +8.22% |
CCG Wealth Management LLC | 5,330 | 5,759 | +429 | +8.05% |
Sharper & Granite LLC | 5,330 | 5,755 | +425 | +7.97% |
AdvisorNet Financial Inc | 780 | 841 | +61 | +7.82% |
Portside Wealth Group LLC | 38,303 | 40,536 | +2,233 | +5.83% |
Michael S. Ryan Inc. | 167,042 | 176,554 | +9,512 | +5.69% |
Madison Park Capital Advisors LLC | 9,818 | 10,368 | +550 | +5.60% |
CX Institutional | 13,586 | 14,339 | +753 | +5.54% |
Capital Wealth Management LLC | 66,989 | 69,113 | +2,124 | +3.17% |
Pure Financial Advisors Inc. | 17,707 | 18,256 | +549 | +3.10% |
Inspirion Wealth Advisors LLC | 4,193 | 4,313 | +120 | +2.86% |
Waller Financial Planning Group Inc. | 62,480 | 63,484 | +1,004 | +1.61% |
Clarus Wealth Advisors | 56,910 | 57,643 | +733 | +1.29% |
Courage Miller Partners LLC | 28,708 | 29,073 | +365 | +1.27% |
Stephens Consulting LLC | 148 | 149 | +1 | +0.68% |
Occidental Asset Management LLC | 24,679 | 24,826 | +147 | +0.60% |
Courier Capital LLC | 22,440 | 22,543 | +103 | +0.46% |
HFG Advisors Inc. | 11,697 | 11,720 | +23 | +0.20% |
ERn Financial LLC | 219,182 | 219,510 | +328 | +0.15% |
Annapolis Financial Services LLC | 49,680 | 49,729 | +49 | +0.10% |
Bill Few Associates Inc. | 6,549 | 6,551 | +2 | +0.03% |
Collective Family Office LLC | 11,103 | 11,104 | +1 | +0.01% |
13F Filers Reporting New Positions In MDYV | ||||
Signature Securities Group Corporation | 0 | 3,202 | +3,202 | +100% |
Woodmont Investment Counsel LLC | 0 | 70 | +70 | +100% |
Hanson & Doremus Investment Management | 0 | 19 | +19 | +100% |
Confluence Investment Management LLC | 0 | 326,099 | +326,099 | +100% |
IMC Chicago LLC | 0 | 28,622 | +28,622 | +100% |
Mather Group LLC. | 0 | 71 | +71 | +100% |
Aspire Private Capital LLC | 0 | 97 | +97 | +100% |
Future Financial Wealth Managment LLC | 0 | 210 | +210 | +100% |
GoalVest Advisory LLC | 0 | 369 | +369 | +100% |
Strategic Financial Concepts LLC | 0 | 5,964 | +5,964 | +100% |
NorthCrest Asset Manangement LLC | 0 | 5,108 | +5,108 | +100% |
Confluence Wealth Services Inc. | 0 | 7,405 | +7,405 | +100% |
13F Filers With Unchanged Share Count | ||||
NBC Securities Inc. | 271 | 271 | UNCH | 0.00% |
Tompkins Financial Corp | 6 | 6 | UNCH | 0.00% |
M&R Capital Management Inc. | 42 | 42 | UNCH | 0.00% |
Thompson Investment Management Inc. | 125 | 125 | UNCH | 0.00% |
Evensky & Katz LLC | 603 | 603 | UNCH | 0.00% |
Advance Capital Management Inc. | 9,091 | 9,091 | UNCH | 0.00% |
Financial Management Professionals Inc. | 17 | 17 | UNCH | 0.00% |
Sunbelt Securities Inc. | 311 | 311 | UNCH | 0.00% |
LexAurum Advisors LLC | 6,788 | 6,788 | UNCH | 0.00% |
KMG Fiduciary Partners LLC | 4,848 | 4,848 | UNCH | 0.00% |
Cedar Mountain Advisors LLC | 26 | 26 | UNCH | 0.00% |
Provident Wealth Management LLC | 1 | 1 | UNCH | 0.00% |
Capital Advisory Group Advisory Services LLC | 3,950 | 3,950 | UNCH | 0.00% |
DHJJ Financial Advisors Ltd. | 2,285 | 2,285 | UNCH | 0.00% |
SJS Investment Consulting Inc. | 7,000 | 7,000 | UNCH | 0.00% |
13F Filers Decreasing MDYV Share Count | ||||
Centennial Wealth Advisory LLC | 28,760 | 2,925 | -25,835 | -89.83% |
Baldwin Brothers Inc. MA | 246 | 44 | -202 | -82.11% |
Park Avenue Securities LLC | 27,795 | 9,037 | -18,758 | -67.49% |
Invera Wealth Advisors LLC | 29,019 | 9,909 | -19,110 | -65.85% |
Raymond James Financial Services Advisors Inc. | 187,086 | 70,956 | -116,130 | -62.07% |
Sound Income Strategies LLC | 15 | 11 | -4 | -26.67% |
Drive Wealth Management LLC | 13,264 | 10,334 | -2,930 | -22.09% |
Measured Wealth Private Client Group LLC | 16,954 | 13,802 | -3,152 | -18.59% |
Appleton Partners Inc. MA | 3,553 | 3,058 | -495 | -13.93% |
Cypress Wealth Services LLC | 4,333 | 3,958 | -375 | -8.65% |
Marotta Asset Management | 78,493 | 71,753 | -6,740 | -8.59% |
Cornerstone Wealth Management LLC | 4,315 | 3,966 | -349 | -8.09% |
Apeiron RIA LLC | 6,094 | 5,702 | -392 | -6.43% |
OneAscent Financial Services LLC | 6,554 | 6,146 | -408 | -6.23% |
Wallace Advisory Group LLC | 8,663 | 8,190 | -473 | -5.46% |
Omega Financial Group LLC | 24,276 | 23,061 | -1,215 | -5.00% |
Pinnacle Bank | 207 | 199 | -8 | -3.86% |
Total Wealth Planning LLC | 106,436 | 102,463 | -3,973 | -3.73% |
Iron Horse Wealth Management LLC | 2,017 | 1,943 | -74 | -3.67% |
Stratos Wealth Advisors LLC | 29,198 | 28,197 | -1,001 | -3.43% |
KWB Wealth | 195,104 | 188,465 | -6,639 | -3.40% |
Brookstone Capital Management | 9,327 | 9,011 | -316 | -3.39% |
Raymond James & Associates | 7,455 | 7,204 | -251 | -3.37% |
D. Scott Neal Inc. | 18,740 | 18,211 | -529 | -2.82% |
RTD Financial Advisors Inc. | 68,110 | 66,403 | -1,707 | -2.51% |
Retirement Planning Group | 3,335 | 3,258 | -77 | -2.31% |
Signet Financial Management LLC | 189,672 | 186,548 | -3,124 | -1.65% |
Edmonds Duncan Registered Investment Advisors LLC | 2,750 | 2,713 | -37 | -1.35% |
Asset Dedication LLC | 272,670 | 269,779 | -2,891 | -1.06% |
Somerset Trust Co | 2,781 | 2,771 | -10 | -0.36% |
Juncture Wealth Strategies LLC | 22,839 | 22,803 | -36 | -0.16% |
13F Filers Exiting MDYV | ||||
New Century Financial Group LLC | 6,434 | 0 | -6,434 | -100.00% |
Rockwood Wealth Management LLC | 3,147 | 0 | -3,147 | -100.00% |
Koss Olinger Consulting LLC | 69,727 | 0 | -69,727 | -100.00% |
International Assets Investment Management LLC | 181,375 | 0 | -181,375 | -100.00% |
Tsfg LLC | 200 | 0 | -200 | -100.00% |
Indiana Trust & Investment Management CO | 87 | 0 | -87 | -100.00% |
See Summary: Institutional Holders of MDYV
See Details: Top 10 Hedge Funds Holding MDYV