HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PEO Share Count | ||||
| Blue Bell Private Wealth Management LLC | 31,583 | 41,325 | +9,742 | +30.85% |
| Whitener Capital Management Inc. | 69,473 | 71,255 | +1,782 | +2.57% |
| Nations Financial Group Inc. IA ADV | 57,890 | 59,107 | +1,217 | +2.10% |
| Cullen Investment Group LTD. | 27,526 | 27,555 | +29 | +0.11% |
| 13F Filers With Unchanged Share Count | ||||
| Adams Diversified Equity Fund Inc. | 2,186,774 | 2,186,774 | UNCH | 0.00% |
| Fifth Third Bancorp | 6,043 | 6,043 | UNCH | 0.00% |
| NBC Securities Inc. | 1,043 | 1,043 | UNCH | 0.00% |
| Alta Capital Management LLC | 20,000 | 20,000 | UNCH | 0.00% |
| CWM LLC | 2,239 | 2,239 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 2,499 | 2,499 | UNCH | 0.00% |
| SeaCrest Wealth Management LLC | 13,770 | 13,770 | UNCH | 0.00% |
| Compass Wealth Management LLC | 11,011 | 11,011 | UNCH | 0.00% |
| 13F Filers Decreasing PEO Share Count | ||||
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 7,023 | 4,613 | -2,410 | -34.32% |
| Vanguard Capital Wealth Advisors | 12,507 | 10,586 | -1,921 | -15.36% |
| Kovack Advisors Inc. | 24,082 | 22,965 | -1,117 | -4.64% |
| Wealth Enhancement Advisory Services LLC | 77,368 | 73,964 | -3,404 | -4.40% |
| Cambridge Investment Research Advisors Inc. | 26,454 | 25,524 | -930 | -3.52% |
| Uncommon Cents Investing LLC | 63,711 | 62,483 | -1,228 | -1.93% |
| Wealthcare Advisory Partners LLC | 53,709 | 53,342 | -367 | -0.68% |
| Raymond James & Associates | 224,749 | 223,501 | -1,248 | -0.56% |
| 13F Filers Exiting PEO | ||||
| Simplex Trading LLC | 234 | 0 | -234 | -100.00% |
| Park Avenue Securities LLC | 11,073 | 0 | -11,073 | -100.00% |
See Summary: Institutional Holders of PEO
See Details: Top 10 Hedge Funds Holding PEO
Also See: PEO Insider Buying
