HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NYF Share Count | ||||
| Hennion & Walsh Asset Management Inc. | 8,281 | 21,701 | +13,420 | +162.06% |
| Myecfo LLC | 31,062 | 58,272 | +27,210 | +87.60% |
| SOA Wealth Advisors LLC. | 876 | 1,642 | +766 | +87.44% |
| Sutton Place Investors LLC | 6,496 | 11,374 | +4,878 | +75.09% |
| Francis Financial Inc. | 63,114 | 101,542 | +38,428 | +60.89% |
| Relyea Zuckerberg Hanson LLC | 4,387 | 6,247 | +1,860 | +42.40% |
| Proffitt & Goodson Inc. | 22,661 | 29,166 | +6,505 | +28.71% |
| Revolve Wealth Partners LLC | 16,555 | 18,868 | +2,313 | +13.97% |
| Northeast Financial Group Inc. | 25,273 | 28,594 | +3,321 | +13.14% |
| Citizens Business Bank | 11,434 | 12,885 | +1,451 | +12.69% |
| Hudson Valley Investment Advisors Inc. ADV | 10,200 | 11,200 | +1,000 | +9.80% |
| Breakwater Capital Group | 10,412 | 11,432 | +1,020 | +9.80% |
| Bank of New York Mellon Corp | 9,670 | 10,189 | +519 | +5.37% |
| Miracle Mile Advisors LLC | 183,885 | 193,702 | +9,817 | +5.34% |
| Wealthfront Advisers LLC | 6,820 | 7,061 | +241 | +3.53% |
| Ndwm LLC | 12,177 | 12,583 | +406 | +3.33% |
| Boston Standard Wealth Management LLC | 6,163 | 6,360 | +197 | +3.20% |
| NBT Bank N A NY | 93,682 | 95,784 | +2,102 | +2.24% |
| McNamara Financial Services Inc. | 12,849 | 12,986 | +137 | +1.07% |
| Conrad Siegel Investment Advisors Inc. | 20,315 | 20,419 | +104 | +0.51% |
| Raymond James & Associates | 6,935 | 6,966 | +31 | +0.45% |
| Signature Securities Group Corporation | 13,458 | 13,516 | +58 | +0.43% |
| Allworth Financial LP | 23,515 | 23,569 | +54 | +0.23% |
| GAMMA Investing LLC | 8,389 | 8,403 | +14 | +0.17% |
| Cambridge Investment Research Advisors Inc. | 20,890 | 20,914 | +24 | +0.11% |
| Chicago Partners Investment Group LLC | 19,447 | 19,467 | +20 | +0.10% |
| 13F Filers Reporting New Positions In NYF | ||||
| Grimes & Company Inc. | 0 | 8,250 | +8,250 | +100% |
| Coastal Investment Advisors Inc. | 0 | 305 | +305 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| ST Germain D J Co. Inc. | 7,335 | 7,335 | UNCH | 0.00% |
| Valicenti Advisory Services Inc. | 6,675 | 6,675 | UNCH | 0.00% |
| CWM LLC | 2,800 | 2,800 | UNCH | 0.00% |
| Stratos Wealth Advisors LLC | 16,808 | 16,808 | UNCH | 0.00% |
| Global Retirement Partners LLC | 739 | 739 | UNCH | 0.00% |
| MBL Wealth LLC | 6,200 | 6,200 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,158 | 1,158 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 408 | 408 | UNCH | 0.00% |
| 13F Filers Decreasing NYF Share Count | ||||
| Capital Investment Advisory Services LLC | 200 | 100 | -100 | -50.00% |
| Level Financial Advisors Inc. | 47,817 | 39,745 | -8,072 | -16.88% |
| James J. Burns & Company LLC | 65,535 | 57,233 | -8,302 | -12.67% |
| Wealth Enhancement Advisory Services LLC | 21,891 | 20,106 | -1,785 | -8.15% |
| Altfest L J & Co. Inc. | 207,277 | 196,899 | -10,378 | -5.01% |
| Eagle Ridge Investment Management | 44,892 | 44,044 | -848 | -1.89% |
| Raymond James Financial Services Advisors Inc. | 6,898 | 6,835 | -63 | -0.91% |
| Wedmont Private Capital | 49,902 | 49,698 | -204 | -0.41% |
| Opal Wealth Advisors LLC | 168,206 | 167,630 | -576 | -0.34% |
| 13F Filers Exiting NYF | ||||
| Independent Wealth Network Inc. | 10,664 | 0 | -10,664 | -100.00% |
| Allspring Global Investments Holdings LLC | 104,042 | 0 | -104,042 | -100.00% |
| First Affirmative Financial Network | 4,300 | 0 | -4,300 | -100.00% |
| Atlas Capital Advisors LLC | 456 | 0 | -456 | -100.00% |
See Summary: Institutional Holders of NYF
See Details: Top 10 Hedge Funds Holding NYF
