HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NUMV Share Count | ||||
| Falcon Wealth Planning | 8,185 | 9,150 | +965 | +11.79% |
| NBC Securities Inc. | 45 | 50 | +5 | +11.11% |
| Raymond James Financial Services Advisors Inc. | 40,673 | 45,054 | +4,381 | +10.77% |
| Revolve Wealth Partners LLC | 17,798 | 19,675 | +1,877 | +10.55% |
| Fingerlakes Wealth Management Inc. | 17,217 | 18,763 | +1,546 | +8.98% |
| Raymond James & Associates | 357,284 | 384,411 | +27,127 | +7.59% |
| CWM LLC | 2,255 | 2,424 | +169 | +7.49% |
| Evergreen Private Wealth LLC | 10,878 | 11,514 | +636 | +5.85% |
| Invera Wealth Advisors LLC | 62,942 | 65,600 | +2,658 | +4.22% |
| Dynamic Advisor Solutions LLC | 96,201 | 99,504 | +3,303 | +3.43% |
| CENTRAL TRUST Co | 14,171 | 14,628 | +457 | +3.22% |
| Bank of New York Mellon Corp | 126,314 | 127,626 | +1,312 | +1.04% |
| Abacus Wealth Partners LLC | 851,435 | 854,917 | +3,482 | +0.41% |
| 13F Filers Reporting New Positions In NUMV | ||||
| Signet Financial Management LLC | 0 | 6,322 | +6,322 | +100% |
| Wealthcare Advisory Partners LLC | 0 | 6,201 | +6,201 | +100% |
| CX Institutional | 0 | 6,796 | +6,796 | +100% |
| Fifth Third Wealth Advisors LLC | 0 | 10,720 | +10,720 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Private Trust Co. NA | 870 | 870 | UNCH | 0.00% |
| Stratos Wealth Advisors LLC | 8,346 | 8,346 | UNCH | 0.00% |
| Fundamentun LLC | 11,450 | 11,450 | UNCH | 0.00% |
| Global Retirement Partners LLC | 50 | 50 | UNCH | 0.00% |
| Lake Street Financial LLC | 6,774 | 6,774 | UNCH | 0.00% |
| Bruce G. Allen Investments LLC | 370 | 370 | UNCH | 0.00% |
| 13F Filers Decreasing NUMV Share Count | ||||
| Regatta Capital Group LLC | 99,480 | 46,244 | -53,236 | -53.51% |
| DHJJ Financial Advisors Ltd. | 59 | 35 | -24 | -40.68% |
| AdvisorNet Financial Inc | 353 | 328 | -25 | -7.08% |
| RTD Financial Advisors Inc. | 12,463 | 12,140 | -323 | -2.59% |
| Trust Co | 10,188 | 9,957 | -231 | -2.27% |
| RVW Wealth LLC | 19,051 | 18,829 | -222 | -1.17% |
| Allworth Financial LP | 174 | 172 | -2 | -1.15% |
| Vicus Capital | 7,006 | 6,949 | -57 | -0.81% |
| 13F Filers Exiting NUMV | ||||
| CGC Financial Services LLC | 7,333 | 0 | -7,333 | -100.00% |
| International Assets Investment Management LLC | 3,690 | 0 | -3,690 | -100.00% |
| Carolina Wealth Advisors LLC | 36 | 0 | -36 | -100.00% |
See Summary: Institutional Holders of NUMV
See Details: Top 10 Hedge Funds Holding NUMV
