HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MOO Share Count | ||||
| Parkside Investments LLC | 6,500 | 113,115 | +106,615 | +1640.23% |
| Sound Income Strategies LLC | 48 | 243 | +195 | +406.25% |
| NBC Securities Inc. | 619 | 2,187 | +1,568 | +253.31% |
| Barry Investment Advisors LLC | 3,755 | 7,819 | +4,064 | +108.23% |
| Brookstone Capital Management | 2,818 | 3,408 | +590 | +20.94% |
| CWM LLC | 1,536 | 1,833 | +297 | +19.34% |
| O ROURKE & COMPANY Inc | 8,730 | 10,283 | +1,553 | +17.79% |
| Raymond James Financial Services Advisors Inc. | 27,269 | 30,059 | +2,790 | +10.23% |
| Wealthcare Advisory Partners LLC | 14,586 | 15,924 | +1,338 | +9.17% |
| GenTrust LLC | 182,388 | 187,276 | +4,888 | +2.68% |
| MGO Private Wealth LLC | 12,902 | 12,945 | +43 | +0.33% |
| 13F Filers Reporting New Positions In MOO | ||||
| Coastal Investment Advisors Inc. | 0 | 330 | +330 | +100% |
| Accordant Advisory Group Inc | 0 | 7,286 | +7,286 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Horizon Bancorp Inc. IN | 12 | 12 | UNCH | 0.00% |
| First Financialcorp IN | 4,000 | 4,000 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 750 | 750 | UNCH | 0.00% |
| Tompkins Financial Corp | 1,000 | 1,000 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 200 | 200 | UNCH | 0.00% |
| Wealth Enhancement Advisory Services LLC | 2,750 | 2,750 | UNCH | 0.00% |
| Northwest Capital Management Inc | 463 | 463 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 157 | 157 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 1,802 | 1,802 | UNCH | 0.00% |
| Register Financial Advisors LLC | 165 | 165 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 92 | 92 | UNCH | 0.00% |
| 13F Filers Decreasing MOO Share Count | ||||
| Transform Wealth LLC | 73,843 | 16,744 | -57,099 | -77.32% |
| Valley National Advisers Inc. | 202 | 158 | -44 | -21.78% |
| Global Retirement Partners LLC | 39 | 34 | -5 | -12.82% |
| Arkansas Financial Group Inc. | 90,033 | 82,575 | -7,458 | -8.28% |
| Atlas Brown Inc. | 3,202 | 2,992 | -210 | -6.56% |
| Westside Investment Management Inc. | 912 | 862 | -50 | -5.48% |
| Mechanics Bank Trust Department | 4,853 | 4,653 | -200 | -4.12% |
| Raymond James & Associates | 12,834 | 12,544 | -290 | -2.26% |
| 13F Filers Exiting MOO | ||||
| Stapp Wealth Management Pllc | 6,315 | 0 | -6,315 | -100.00% |
| Columbia Advisory Partners LLC | 6,268 | 0 | -6,268 | -100.00% |
| Allred Capital Management LLC | 3,142 | 0 | -3,142 | -100.00% |
| Fifth Third Bancorp | 1,140 | 0 | -1,140 | -100.00% |
See Summary: Institutional Holders of MOO
See Details: Top 10 Hedge Funds Holding MOO
