HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MLN Share Count | ||||
| Evergreen Private Wealth LLC | 746 | 81,791 | +81,045 | +10863.94% |
| Janney Montgomery Scott LLC | 14,953 | 36,001 | +21,048 | +140.76% |
| Proequities Inc. | 1,336 | 2,468 | +1,132 | +84.73% |
| Hennion & Walsh Asset Management Inc. | 144,081 | 266,148 | +122,067 | +84.72% |
| FOCUS Wealth Advisors LLC | 26,781 | 48,306 | +21,525 | +80.37% |
| Capital Advisors Wealth Management LLC | 23,966 | 39,191 | +15,225 | +63.53% |
| Foster & Motley Inc. | 16,780 | 26,280 | +9,500 | +56.62% |
| Raymond James & Associates | 1,591,513 | 2,270,524 | +679,011 | +42.66% |
| Bank of New York Mellon Corp | 2,330,093 | 2,975,541 | +645,448 | +27.70% |
| Cyndeo Wealth Partners LLC | 281,812 | 354,054 | +72,242 | +25.63% |
| Westside Investment Management Inc. | 26,157 | 32,800 | +6,643 | +25.40% |
| HighTower Advisors LLC | 170,566 | 207,723 | +37,157 | +21.78% |
| Commonwealth Equity Services LLC | 40,936 | 49,489 | +8,553 | +20.89% |
| Financial Advocates Investment Management | 16,286 | 19,340 | +3,054 | +18.75% |
| Willis Johnson & Associates Inc. | 386,910 | 427,684 | +40,774 | +10.54% |
| AlphaQ Advisors LLC | 158,683 | 172,423 | +13,740 | +8.66% |
| CX Institutional | 593,253 | 642,120 | +48,867 | +8.24% |
| Lincoln National Corp | 200,230 | 212,519 | +12,289 | +6.14% |
| Arden Trust Co | 135,655 | 141,882 | +6,227 | +4.59% |
| Rehmann Capital Advisory Group | 13,315 | 13,510 | +195 | +1.46% |
| CWM LLC | 1,443 | 1,456 | +13 | +0.90% |
| Van ECK Associates Corp | 1,131 | 1,141 | +10 | +0.88% |
| Cambridge Investment Research Advisors Inc. | 32,893 | 33,086 | +193 | +0.59% |
| Ausdal Financial Partners Inc. | 39,128 | 39,293 | +165 | +0.42% |
| Northwest Capital Management Inc | 1,443 | 1,447 | +4 | +0.28% |
| Collective Family Office LLC | 11,300 | 11,302 | +2 | +0.02% |
| 13F Filers Reporting New Positions In MLN | ||||
| Mission Wealth Management LP | 0 | 20,000 | +20,000 | +100% |
| Bowman & Co S.C. | 0 | 54,412 | +54,412 | +100% |
| CAP Partners LLC | 0 | 15,005 | +15,005 | +100% |
| GAMMA Investing LLC | 0 | 3,091 | +3,091 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Macroview Investment Management LLC | 1,900 | 1,900 | UNCH | 0.00% |
| Allworth Financial LP | 31,913 | 31,913 | UNCH | 0.00% |
| Private Advisor Group LLC | 31,920 | 31,920 | UNCH | 0.00% |
| Versant Capital Management Inc | 3,488 | 3,488 | UNCH | 0.00% |
| Aspire Private Capital LLC | 1,428 | 1,428 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 4,400 | 4,400 | UNCH | 0.00% |
| 13F Filers Decreasing MLN Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 702,543 | 144,624 | -557,919 | -79.41% |
| STA Wealth Management LLC | 705,320 | 156,134 | -549,186 | -77.86% |
| Altus Wealth Group LLC | 82,737 | 23,154 | -59,583 | -72.01% |
| WealthShield Partners LLC | 1,254 | 418 | -836 | -66.67% |
| Hedeker Wealth LLC | 69,629 | 44,174 | -25,455 | -36.56% |
| CFO4Life Group LLC | 47,480 | 41,630 | -5,850 | -12.32% |
| VCI Wealth Management LLC | 167,486 | 149,719 | -17,767 | -10.61% |
| Global Retirement Partners LLC | 1,989 | 1,829 | -160 | -8.04% |
| Concord Wealth Partners | 710 | 675 | -35 | -4.93% |
| Ogorek Anthony Joseph NY ADV | 451,889 | 430,409 | -21,480 | -4.75% |
| McAdam LLC | 104,287 | 100,008 | -4,279 | -4.10% |
| Private Trust Co. NA | 2,460 | 2,451 | -9 | -0.37% |
| 13F Filers Exiting MLN | ||||
| Meridian Wealth Management LLC | 24,035 | 0 | -24,035 | -100.00% |
| Advisory Services Network LLC | 3,000 | 0 | -3,000 | -100.00% |
| Benjamin Edwards Inc. | 1,689 | 0 | -1,689 | -100.00% |
| Benjamin F. Edwards & Company Inc. | 118,250 | 0 | -118,250 | -100.00% |
| Raymond James Trust N.A. | 22,531 | 0 | -22,531 | -100.00% |
See Summary: Institutional Holders of MLN
See Details: Top 10 Hedge Funds Holding MLN
