HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MGV Share Count | ||||
| CWM LLC | 1,386 | 2,529 | +1,143 | +82.47% |
| Signature Securities Group Corporation | 3,957 | 6,893 | +2,936 | +74.20% |
| Colton Groome Financial Advisors LLC | 3,862 | 5,283 | +1,421 | +36.79% |
| O ROURKE & COMPANY Inc | 2,894 | 3,756 | +862 | +29.79% |
| Von Berge Wealth Management Group LLC | 82,478 | 104,445 | +21,967 | +26.63% |
| High Net Worth Advisory Group LLC | 7,102 | 8,813 | +1,711 | +24.09% |
| Annapolis Financial Services LLC | 40,891 | 50,107 | +9,216 | +22.54% |
| Breakwater Capital Group | 29,572 | 33,895 | +4,323 | +14.62% |
| Means Investment CO. Inc. | 389,460 | 443,933 | +54,473 | +13.99% |
| Royal Fund Management LLC | 19,443 | 21,580 | +2,137 | +10.99% |
| Cedrus LLC | 51,243 | 56,199 | +4,956 | +9.67% |
| Walden Wealth Partners LLC | 61,542 | 65,163 | +3,621 | +5.88% |
| Silverlake Wealth Management LLC | 4,506 | 4,766 | +260 | +5.77% |
| Stratos Wealth Partners LTD. | 11,185 | 11,621 | +436 | +3.90% |
| Flagship Harbor Advisors LLC | 2,439 | 2,523 | +84 | +3.44% |
| Capital Planning LLC | 84,142 | 86,739 | +2,597 | +3.09% |
| Mather Group LLC. | 1,843 | 1,898 | +55 | +2.98% |
| Matthew Goff Investment Advisor LLC | 13,303 | 13,469 | +166 | +1.25% |
| AdvisorNet Financial Inc | 302 | 304 | +2 | +0.66% |
| Vicus Capital | 5,937 | 5,970 | +33 | +0.56% |
| Kowal Investment Group LLC | 1,831 | 1,837 | +6 | +0.33% |
| Pinnacle Bank | 15,771 | 15,772 | +1 | +0.01% |
| 13F Filers Reporting New Positions In MGV | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 3,584 | +3,584 | +100% |
| Brookstone Capital Management | 0 | 3,839 | +3,839 | +100% |
| Global Trust Asset Management LLC | 0 | 3,975 | +3,975 | +100% |
| RVW Wealth LLC | 0 | 2,000 | +2,000 | +100% |
| Bowman & Co S.C. | 0 | 11,222 | +11,222 | +100% |
| Global Wealth Strategies & Associates | 0 | 196 | +196 | +100% |
| Cyndeo Wealth Partners LLC | 0 | 2,852 | +2,852 | +100% |
| Duncan Williams Asset Management LLC | 0 | 3,006 | +3,006 | +100% |
| Lane & Associates LLC | 0 | 1,727 | +1,727 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Community Trust NA | 120 | 120 | UNCH | 0.00% |
| Ballentine Partners LLC | 10,700 | 10,700 | UNCH | 0.00% |
| Thomasville National Bank | 1,855 | 1,855 | UNCH | 0.00% |
| MV Capital Management Inc. | 928 | 928 | UNCH | 0.00% |
| Aspire Private Capital LLC | 510 | 510 | UNCH | 0.00% |
| Apeiron RIA LLC | 2,775 | 2,775 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 25,611 | 25,611 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 141 | 141 | UNCH | 0.00% |
| City State Bank | 100 | 100 | UNCH | 0.00% |
| 13F Filers Decreasing MGV Share Count | ||||
| Tsfg LLC | 1,253 | 100 | -1,153 | -92.02% |
| Procyon Private Wealth Partners LLC | 24,119 | 11,327 | -12,792 | -53.04% |
| Calton & Associates Inc. | 6,573 | 5,234 | -1,339 | -20.37% |
| Richard P Slaughter Associates Inc | 50,749 | 40,465 | -10,284 | -20.26% |
| Berger Financial Group Inc | 5,201 | 4,178 | -1,023 | -19.67% |
| Farmers & Merchants Investments Inc. | 1,415 | 1,200 | -215 | -15.19% |
| OLD National Bancorp IN | 211,720 | 194,568 | -17,152 | -8.10% |
| Wealthcare Advisory Partners LLC | 147,799 | 142,620 | -5,179 | -3.50% |
| Wealthcare Capital Management LLC | 8,087 | 7,888 | -199 | -2.46% |
| CVA Family Office LLC | 33,163 | 32,553 | -610 | -1.84% |
| Wealth Enhancement Advisory Services LLC | 8,091 | 7,962 | -129 | -1.59% |
| Mainsail Asset Management LLC | 5,954 | 5,909 | -45 | -0.76% |
| Hilltop Wealth Advisors LLC | 17,147 | 17,042 | -105 | -0.61% |
| Crane Advisory LLC | 7,443 | 7,428 | -15 | -0.20% |
| 13F Filers Exiting MGV | ||||
| International Assets Investment Management LLC | 27,712 | 0 | -27,712 | -100.00% |
| Steel Peak Wealth Management LLC | 62,404 | 0 | -62,404 | -100.00% |
| Plimoth Trust Co. LLC | 7,435 | 0 | -7,435 | -100.00% |
See Summary: Institutional Holders of MGV
See Details: Top 10 Hedge Funds Holding MGV
