HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NULG Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 99,322 | 128,289 | +28,967 | +29.16% |
| Raymond James & Associates | 13,742 | 17,246 | +3,504 | +25.50% |
| Global Retirement Partners LLC | 46,936 | 57,875 | +10,939 | +23.31% |
| LexAurum Advisors LLC | 4,022 | 4,675 | +653 | +16.24% |
| CX Institutional | 16,938 | 18,573 | +1,635 | +9.65% |
| McAdam LLC | 3,808 | 4,171 | +363 | +9.53% |
| Revolve Wealth Partners LLC | 18,208 | 19,592 | +1,384 | +7.60% |
| Flagship Harbor Advisors LLC | 7,218 | 7,668 | +450 | +6.23% |
| Falcon Wealth Planning | 7,666 | 8,104 | +438 | +5.71% |
| Wealth Enhancement Advisory Services LLC | 93,412 | 98,141 | +4,729 | +5.06% |
| Francis Financial Inc. | 73,695 | 76,498 | +2,803 | +3.80% |
| Laurel Wealth Planning LLC | 36,076 | 37,033 | +957 | +2.65% |
| Refined Wealth Management | 234,450 | 235,139 | +689 | +0.29% |
| Capital Market Strategies LLC | 5,339 | 5,341 | +2 | +0.04% |
| Lake Street Financial LLC | 4,025 | 4,026 | +1 | +0.02% |
| 13F Filers Reporting New Positions In NULG | ||||
| CWM LLC | 0 | 843 | +843 | +100% |
| Occidental Asset Management LLC | 0 | 2,689 | +2,689 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,892 | +1,892 | +100% |
| Legacy Financial Group LLC | 0 | 7,643 | +7,643 | +100% |
| Sandbox Financial Partners LLC | 0 | 6,626 | +6,626 | +100% |
| Fermata Advisors LLC | 0 | 2,637 | +2,637 | +100% |
| PFG Investments LLC | 0 | 2,724 | +2,724 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Westside Investment Management Inc. | 575 | 575 | UNCH | 0.00% |
| Financial Life Advisors | 3,862 | 3,862 | UNCH | 0.00% |
| Principle Wealth Partners LLC | 4,292 | 4,292 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 580 | 580 | UNCH | 0.00% |
| CIC Wealth LLC | 4,496 | 4,496 | UNCH | 0.00% |
| 13F Filers Decreasing NULG Share Count | ||||
| Kingswood Wealth Advisors LLC | 22,828 | 16,327 | -6,501 | -28.48% |
| Trust Co | 4,777 | 4,042 | -735 | -15.39% |
| Stratos Wealth Partners LTD. | 14,297 | 12,221 | -2,076 | -14.52% |
| Lockerman Financial Group Inc. | 14,780 | 12,758 | -2,022 | -13.68% |
| RTD Financial Advisors Inc. | 7,681 | 6,713 | -968 | -12.60% |
| Park Avenue Securities LLC | 21,140 | 18,923 | -2,217 | -10.49% |
| DeDora Capital Inc. | 83,937 | 75,977 | -7,960 | -9.48% |
| Dynamic Advisor Solutions LLC | 4,361 | 3,977 | -384 | -8.81% |
| RFG Advisory LLC | 9,902 | 9,241 | -661 | -6.68% |
| IMPACTfolio LLC | 34,572 | 32,268 | -2,304 | -6.66% |
| Walkner Condon Financial Advisors LLC | 10,383 | 9,757 | -626 | -6.03% |
| AdvisorNet Financial Inc | 13,219 | 12,729 | -490 | -3.71% |
| Personal Resources Investment & Strategic Management Inc. | 7,574 | 7,356 | -218 | -2.88% |
| RVW Wealth LLC | 165,670 | 161,772 | -3,898 | -2.35% |
| Aprio Wealth Management LLC | 5,464 | 5,337 | -127 | -2.32% |
| Stewardship Advisors LLC | 59,505 | 58,397 | -1,108 | -1.86% |
| OneAscent Financial Services LLC | 3,389 | 3,329 | -60 | -1.77% |
| Colorado Capital Management Inc. | 21,551 | 21,402 | -149 | -0.69% |
| Vicus Capital | 8,186 | 8,147 | -39 | -0.48% |
| 13F Filers Exiting NULG | ||||
| GenWealth Group Inc. | 10,353 | 0 | -10,353 | -100.00% |
See Summary: Institutional Holders of NULG
See Details: Top 10 Hedge Funds Holding NULG
