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PDP Holdings Changes image
This page summarizes the PDP holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether PDP is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing PDP Share Count
NBC Securities Inc. 11,409 12,267 +858 +7.52%
Brookstone Capital Management 2,896 2,995 +99 +3.42%
CWM LLC 1,885 1,923 +38 +2.02%
Calton & Associates Inc. 14,283 14,315 +32 +0.22%
Stratos Wealth Partners LTD. 5,142 5,146 +4 +0.08%
Sovereign Financial Group Inc. 21,399 21,400 +1 +0.00%
13F Filers Reporting New Positions In PDP
Shilanski & Associates Inc. 0 2,221 +2,221 +100%
Carolina Wealth Advisors LLC 0 393 +393 +100%
Global Assets Advisory LLC 0 314,224 +314,224 +100%
13F Filers With Unchanged Share Count
Barrett & Company Inc. 300 300 UNCH 0.00%
Harbor Investment Advisory LLC 1,790 1,790 UNCH 0.00%
MCF Advisors LLC 1,140 1,140 UNCH 0.00%
True North Advisors LLC 2,874 2,874 UNCH 0.00%
Selective Wealth Management Inc. 2,798 2,798 UNCH 0.00%
Cedar Mountain Advisors LLC 28 28 UNCH 0.00%
Astoria Portfolio Advisors LLC. 2,416 2,416 UNCH 0.00%
Register Financial Advisors LLC 12 12 UNCH 0.00%
13F Filers Decreasing PDP Share Count
Wealth Enhancement Advisory Services LLC 220,756 97,436 -123,320 -55.86%
Cyndeo Wealth Partners LLC 10,249 4,924 -5,325 -51.96%
AdvisorNet Financial Inc 215 110 -105 -48.84%
FSC Wealth Advisors LLC 270 203 -67 -24.81%
Atlas Capital Advisors LLC 131 120 -11 -8.40%
G&S Capital LLC 26,170 24,142 -2,028 -7.75%
13F Filers Exiting PDP
Kingswood Wealth Advisors LLC 20,787 0 -20,787 -100.00%
Davis Investment Partners LLC 2,815 0 -2,815 -100.00%
Iron Horse Wealth Management LLC 185 0 -185 -100.00%
International Assets Investment Management LLC 41,708 0 -41,708 -100.00%
First Financialcorp IN 117 0 -117 -100.00%

See Summary: Institutional Holders of PDP
See Details: Top 10 Hedge Funds Holding PDP

PDP Holdings Changes | www.HoldingsChannel.com

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