HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ONEY Share Count | ||||
| Newbridge Financial Services Group Inc. | 915 | 1,865 | +950 | +103.83% |
| Essex Financial Services Inc. | 4,465 | 5,266 | +801 | +17.94% |
| Capital Asset Advisory Services LLC | 7,959 | 8,748 | +789 | +9.91% |
| Horizon Wealth Management LLC | 9,747 | 10,631 | +884 | +9.07% |
| Raymond James & Associates | 49,936 | 53,943 | +4,007 | +8.02% |
| Raymond James Financial Services Advisors Inc. | 160,194 | 170,187 | +9,993 | +6.24% |
| RFG Advisory LLC | 4,699 | 4,925 | +226 | +4.81% |
| Fifth Third Securities Inc. | 7,193 | 7,349 | +156 | +2.17% |
| Cambridge Investment Research Advisors Inc. | 6,630 | 6,757 | +127 | +1.92% |
| Leavell Investment Management Inc. | 15,216 | 15,490 | +274 | +1.80% |
| Arden Trust Co | 133,692 | 134,388 | +696 | +0.52% |
| Financial Freedom LLC | 2,147 | 2,154 | +7 | +0.33% |
| 13F Filers Reporting New Positions In ONEY | ||||
| McAdam LLC | 0 | 2,079 | +2,079 | +100% |
| Pallas Capital Advisors LLC | 0 | 33,971 | +33,971 | +100% |
| Strategic Financial Concepts LLC | 0 | 8,194 | +8,194 | +100% |
| Family Investment Center Inc. | 0 | 32,498 | +32,498 | +100% |
| Lockerman Financial Group Inc. | 0 | 1,950 | +1,950 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Alaska Permanent Fund Corp | 3,312,764 | 3,312,764 | UNCH | 0.00% |
| Wealth Enhancement Advisory Services LLC | 2,235 | 2,235 | UNCH | 0.00% |
| Bogart Wealth LLC | 1,104 | 1,104 | UNCH | 0.00% |
| Main Street Financial Solutions LLC | 2,322 | 2,322 | UNCH | 0.00% |
| IVC Wealth Advisors LLC | 2,765 | 2,765 | UNCH | 0.00% |
| 13F Filers Decreasing ONEY Share Count | ||||
| Dynamic Advisor Solutions LLC | 5,395 | 3,067 | -2,328 | -43.15% |
| Flagship Harbor Advisors LLC | 2,878 | 2,244 | -634 | -22.03% |
| Galvin Gaustad & Stein LLC | 3,812 | 3,312 | -500 | -13.12% |
| Mayfair Advisory Group LLC | 2,229 | 2,129 | -100 | -4.49% |
| Global Retirement Partners LLC | 9,256 | 8,999 | -257 | -2.78% |
See Summary: Institutional Holders of ONEY
See Details: Top 10 Hedge Funds Holding ONEY
