HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PFF Share Count | ||||
| Global Assets Advisory LLC | 76,868 | 2,645,113 | +2,568,245 | +3341.11% |
| M&R Capital Management Inc. | 250 | 950 | +700 | +280.00% |
| PFG Investments LLC | 8,505 | 31,677 | +23,172 | +272.45% |
| Montis Financial LLC | 314,693 | 772,390 | +457,697 | +145.44% |
| Caldwell Sutter Capital Inc. | 1,385 | 3,385 | +2,000 | +144.40% |
| Capital Asset Advisory Services LLC | 8,705 | 20,745 | +12,040 | +138.31% |
| VERITY Wealth Advisors | 8,820 | 18,378 | +9,558 | +108.37% |
| Prospect Financial Services LLC | 17,736 | 33,162 | +15,426 | +86.98% |
| Stokes Capital Advisors LLC | 31,066 | 54,407 | +23,341 | +75.13% |
| Ellis Investment Partners LLC | 8,890 | 15,165 | +6,275 | +70.58% |
| Cadent Capital Advisors LLC | 16,469 | 27,290 | +10,821 | +65.71% |
| RFG Advisory LLC | 85,753 | 129,156 | +43,403 | +50.61% |
| Charles Schwab Trust Co | 63,130 | 93,676 | +30,546 | +48.39% |
| Flagship Harbor Advisors LLC | 14,248 | 20,844 | +6,596 | +46.29% |
| Lane & Associates LLC | 11,058 | 15,733 | +4,675 | +42.28% |
| Slow Capital Inc. | 7,832 | 10,976 | +3,144 | +40.14% |
| Raymond James Financial Services Advisors Inc. | 909,202 | 1,256,776 | +347,574 | +38.23% |
| Webster Bank N. A. | 1,385 | 1,867 | +482 | +34.80% |
| Banque Cantonale Vaudoise | 600 | 800 | +200 | +33.33% |
| Park Avenue Securities LLC | 176,982 | 223,084 | +46,102 | +26.05% |
| Redmont Wealth Advisors LLC | 101,987 | 128,152 | +26,165 | +25.66% |
| All Season Financial Advisors Inc. | 121,705 | 152,868 | +31,163 | +25.61% |
| Falcon Wealth Planning | 371,964 | 459,917 | +87,953 | +23.65% |
| Park Edge Advisors LLC | 9,761 | 12,068 | +2,307 | +23.63% |
| Cyndeo Wealth Partners LLC | 14,486 | 17,830 | +3,344 | +23.08% |
| Capital Advisors Ltd. LLC | 20,185 | 24,301 | +4,116 | +20.39% |
| Capital Advisors Wealth Management LLC | 9,052 | 10,804 | +1,752 | +19.35% |
| Signature Securities Group Corporation | 12,641 | 15,083 | +2,442 | +19.32% |
| Financial Management Professionals Inc. | 5,422 | 6,445 | +1,023 | +18.87% |
| Alpha Omega Wealth Management LLC | 17,958 | 20,948 | +2,990 | +16.65% |
| Courier Capital LLC | 26,839 | 31,278 | +4,439 | +16.54% |
| Ipswich Investment Management Co. Inc. | 32,464 | 37,264 | +4,800 | +14.79% |
| Traynor Capital Management Inc. | 16,449 | 18,811 | +2,362 | +14.36% |
| Aletheian Wealth Advisors LLC | 60,510 | 69,149 | +8,639 | +14.28% |
| Sharper & Granite LLC | 64,380 | 73,150 | +8,770 | +13.62% |
| Brookstone Capital Management | 100,861 | 114,092 | +13,231 | +13.12% |
| AdvisorNet Financial Inc | 3,534 | 3,938 | +404 | +11.43% |
| O ROURKE & COMPANY Inc | 13,069 | 14,539 | +1,470 | +11.25% |
| ST Germain D J Co. Inc. | 71,444 | 78,760 | +7,316 | +10.24% |
| Red Spruce Capital LLC | 17,666 | 19,387 | +1,721 | +9.74% |
| Keystone Wealth Services LLC | 21,892 | 23,852 | +1,960 | +8.95% |
| Carret Asset Management LLC | 20,809 | 22,316 | +1,507 | +7.24% |
| AFG Fiduciary Services Limited Partnership | 9,076 | 9,704 | +628 | +6.92% |
| Coastal Investment Advisors Inc. | 59,419 | 63,499 | +4,080 | +6.87% |
| Accel Wealth Management | 47,113 | 50,207 | +3,094 | +6.57% |
| Pure Financial Advisors Inc. | 404,860 | 431,286 | +26,426 | +6.53% |
| Atlantic Union Bankshares Corp | 17,982 | 18,982 | +1,000 | +5.56% |
| KMG Fiduciary Partners LLC | 87,849 | 92,484 | +4,635 | +5.28% |
| Capital Advisory Group Advisory Services LLC | 9,769 | 10,285 | +516 | +5.28% |
| Pallas Capital Advisors LLC | 15,702 | 16,521 | +819 | +5.22% |
| Garrett Investment Advisors LLC | 20,101 | 21,070 | +969 | +4.82% |
| Channel Wealth LLC | 74,125 | 77,305 | +3,180 | +4.29% |
| Massmutual Trust Co. FSB ADV | 117,674 | 122,396 | +4,722 | +4.01% |
| Aviance Capital Partners LLC | 39,731 | 41,225 | +1,494 | +3.76% |
| Hennion & Walsh Asset Management Inc. | 144,813 | 149,767 | +4,954 | +3.42% |
| Legacy Financial Strategies LLC | 7,535 | 7,787 | +252 | +3.34% |
| FOCUS Wealth Advisors LLC | 66,913 | 69,110 | +2,197 | +3.28% |
| HFG Advisors Inc. | 58,400 | 60,257 | +1,857 | +3.18% |
| Seamount Financial Group Inc. | 7,949 | 8,201 | +252 | +3.17% |
| Albion Financial Group UT | 46,273 | 47,733 | +1,460 | +3.16% |
| HF Advisory Group LLC | 14,101 | 14,521 | +420 | +2.98% |
| Summit Financial Group Inc. | 101,847 | 104,762 | +2,915 | +2.86% |
| Rosenberg Matthew Hamilton | 26,254 | 26,963 | +709 | +2.70% |
| International Assets Investment Management LLC | 35,345 | 36,202 | +857 | +2.42% |
| Perennial Advisors LLC | 118,547 | 121,156 | +2,609 | +2.20% |
| Calton & Associates Inc. | 39,584 | 40,427 | +843 | +2.13% |
| Wealth Enhancement Advisory Services LLC | 1,008,083 | 1,027,089 | +19,006 | +1.89% |
| Robbins Farley LLC | 428 | 436 | +8 | +1.87% |
| Global Trust Asset Management LLC | 35,757 | 36,365 | +608 | +1.70% |
| PayPay Securities Corp | 70 | 71 | +1 | +1.43% |
| Atlas Capital Advisors LLC | 3,047 | 3,085 | +38 | +1.25% |
| LongView Wealth Management | 28,779 | 29,136 | +357 | +1.24% |
| Insight Wealth Strategies LLC | 948,596 | 960,018 | +11,422 | +1.20% |
| Rise Advisors LLC | 439 | 444 | +5 | +1.14% |
| Stolper Co | 14,898 | 15,042 | +144 | +0.97% |
| Wealthstar Advisors LLC | 23,831 | 24,019 | +188 | +0.79% |
| Pflug Koory LLC | 1,262 | 1,271 | +9 | +0.71% |
| Allen Mooney & Barnes Investment Advisors LLC | 15,682 | 15,793 | +111 | +0.71% |
| FC Advisory LLC | 41,883 | 42,118 | +235 | +0.56% |
| Northwest Investment Counselors LLC | 7,810 | 7,850 | +40 | +0.51% |
| Donaldson Capital Management LLC | 62,056 | 62,269 | +213 | +0.34% |
| Register Financial Advisors LLC | 2,070 | 2,077 | +7 | +0.34% |
| Founders Financial Securities LLC | 13,158 | 13,190 | +32 | +0.24% |
| Omega Financial Group LLC | 8,829 | 8,846 | +17 | +0.19% |
| Disciplined Investments LLC | 84,053 | 84,205 | +152 | +0.18% |
| 13F Filers Reporting New Positions In PFF | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 6,643 | +6,643 | +100% |
| Moseley Investment Management Inc. | 0 | 6,729 | +6,729 | +100% |
| First Citizens Bank & Trust Co. | 0 | 67,266 | +67,266 | +100% |
| Woodmont Investment Counsel LLC | 0 | 1,798 | +1,798 | +100% |
| Ausdal Financial Partners Inc. | 0 | 78,205 | +78,205 | +100% |
| GenTrust LLC | 0 | 6,225 | +6,225 | +100% |
| Lake Hills Wealth Management LLC | 0 | 65,084 | +65,084 | +100% |
| Quattro Financial Advisors LLC | 0 | 12,302 | +12,302 | +100% |
| Little House Capital LLC | 0 | 74,210 | +74,210 | +100% |
| Cedar Mountain Advisors LLC | 0 | 52 | +52 | +100% |
| Future Financial Wealth Managment LLC | 0 | 1,750 | +1,750 | +100% |
| Ignite Planners LLC | 0 | 8,046 | +8,046 | +100% |
| Strategic Financial Concepts LLC | 0 | 33,530 | +33,530 | +100% |
| Next Level Private LLC | 0 | 15,871 | +15,871 | +100% |
| Madison Park Capital Advisors LLC | 0 | 6,371 | +6,371 | +100% |
| Financial Perspectives Inc | 0 | 232 | +232 | +100% |
| GAMMA Investing LLC | 0 | 25,078 | +25,078 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Corp MA ADV | 59,282 | 59,282 | UNCH | 0.00% |
| Delta Capital Management LLC | 22,350 | 22,350 | UNCH | 0.00% |
| Lateef Investment Management L.P. | 7,115 | 7,115 | UNCH | 0.00% |
| Optimum Investment Advisors | 8,000 | 8,000 | UNCH | 0.00% |
| Country Trust Bank | 568,984 | 568,984 | UNCH | 0.00% |
| Cumberland Advisors Inc. | 20,340 | 20,340 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 1,500 | 1,500 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 250 | 250 | UNCH | 0.00% |
| Mcdonald Partners LLC | 7,935 | 7,935 | UNCH | 0.00% |
| Merrion Investment Management Co LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 13,587 | 13,587 | UNCH | 0.00% |
| Asset Allocation & Management Company LLC | 21,000 | 21,000 | UNCH | 0.00% |
| Perkins Coie Trust Co | 50 | 50 | UNCH | 0.00% |
| Lbmc Investment Advisors LLC | 23,481 | 23,481 | UNCH | 0.00% |
| E&G Advisors LP | 13,834 | 13,834 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 2,430 | 2,430 | UNCH | 0.00% |
| GenWealth Group Inc. | 9,342 | 9,342 | UNCH | 0.00% |
| Northwest Capital Management Inc | 395 | 395 | UNCH | 0.00% |
| Versant Capital Management Inc | 129 | 129 | UNCH | 0.00% |
| Winthrop Advisory Group LLC | 9,295 | 9,295 | UNCH | 0.00% |
| Reitz Capital Advisors LLC | 70,883 | 70,883 | UNCH | 0.00% |
| Evolution Wealth Advisors LLC | 14,354 | 14,354 | UNCH | 0.00% |
| S.A. Mason LLC | 740 | 740 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 750 | 750 | UNCH | 0.00% |
| Sowa Financial Group Inc. | 255,614 | 255,614 | UNCH | 0.00% |
| Davis Capital Management | 10 | 10 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 112 | 112 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 8 | 8 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 12,116 | 12,116 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 12 | 12 | UNCH | 0.00% |
| Piscataqua Savings Bank | 134 | 134 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 4,600 | 4,600 | UNCH | 0.00% |
| Stonegate Investment Group LLC | 6,874 | 6,874 | UNCH | 0.00% |
| MKT Advisors LLC | 13,300 | 13,300 | UNCH | 0.00% |
| Chemistry Wealth Management LLC | 10,800 | 10,800 | UNCH | 0.00% |
| City State Bank | 22,415 | 22,415 | UNCH | 0.00% |
| Byrne Asset Management LLC | 475 | 475 | UNCH | 0.00% |
| Keating Wealth Management LLC | 21,941 | 21,941 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 35,425 | 35,425 | UNCH | 0.00% |
| Trifecta Capital Advisors LLC | 1,310 | 1,310 | UNCH | 0.00% |
| Core Wealth Partners LLC | 11,824 | 11,824 | UNCH | 0.00% |
| Everpar Advisors LLC | 6,500 | 6,500 | UNCH | 0.00% |
| Ehrlich Financial Group | 11,811 | 11,811 | UNCH | 0.00% |
| DLK Investment Management LLC | 7,500 | 7,500 | UNCH | 0.00% |
| 13F Filers Decreasing PFF Share Count | ||||
| Bank of New Hampshire | 510 | 86 | -424 | -83.14% |
| Ballentine Partners LLC | 72,210 | 13,600 | -58,610 | -81.17% |
| Procyon Private Wealth Partners LLC | 423,551 | 159,704 | -263,847 | -62.29% |
| Global Wealth Strategies & Associates | 45 | 24 | -21 | -46.67% |
| Kohmann Bosshard Financial Services LLC | 11,706 | 6,376 | -5,330 | -45.53% |
| Aprio Wealth Management LLC | 62,237 | 39,280 | -22,957 | -36.89% |
| Oakworth Capital Inc. | 2,856 | 1,833 | -1,023 | -35.82% |
| Capital Investment Advisors LLC | 44,730 | 29,674 | -15,056 | -33.66% |
| ZRC Wealth Management LLC | 4,768 | 3,268 | -1,500 | -31.46% |
| Miracle Mile Advisors LLC | 46,803 | 33,127 | -13,676 | -29.22% |
| Raymond James & Associates | 942,302 | 672,958 | -269,344 | -28.58% |
| Kovack Advisors Inc. | 25,158 | 18,122 | -7,036 | -27.97% |
| Westside Investment Management Inc. | 3,729 | 2,708 | -1,021 | -27.38% |
| Measured Wealth Private Client Group LLC | 9,362 | 6,970 | -2,392 | -25.55% |
| Liberty Capital Management Inc. | 167,138 | 125,148 | -41,990 | -25.12% |
| Wendell David Associates Inc. | 131,162 | 99,062 | -32,100 | -24.47% |
| CVA Family Office LLC | 3,750 | 2,875 | -875 | -23.33% |
| EFG Asset Management Americas Corp. | 38,454 | 29,573 | -8,881 | -23.10% |
| Mid American Wealth Advisory Group Inc. | 19,732 | 15,341 | -4,391 | -22.25% |
| JJJ Advisors Inc. | 716 | 557 | -159 | -22.21% |
| Tsfg LLC | 3,013 | 2,347 | -666 | -22.10% |
| CWM LLC | 106,065 | 83,022 | -23,043 | -21.73% |
| Harbour Capital Advisors LLC | 8,175 | 6,420 | -1,755 | -21.47% |
| Arkfeld Wealth Strategies L.L.C. | 9,381 | 7,371 | -2,010 | -21.43% |
| Burns J W & Co. Inc. NY | 22,085 | 17,692 | -4,393 | -19.89% |
| Hudson Valley Investment Advisors Inc. ADV | 12,140 | 10,040 | -2,100 | -17.30% |
| SeaCrest Wealth Management LLC | 18,868 | 16,043 | -2,825 | -14.97% |
| Fortitude Family Office LLC | 11,954 | 10,242 | -1,712 | -14.32% |
| Northside Capital Management LLC | 407,339 | 354,284 | -53,055 | -13.02% |
| Patriot Investment Management Inc. | 39,702 | 34,694 | -5,008 | -12.61% |
| Wealth Effects LLC | 17,199 | 15,034 | -2,165 | -12.59% |
| Osher Van de Voorde Investment Management | 288,950 | 253,900 | -35,050 | -12.13% |
| Iams Wealth Management LLC | 7,842 | 7,023 | -819 | -10.44% |
| Barrett & Company Inc. | 14,304 | 12,818 | -1,486 | -10.39% |
| Fulton Bank N.A. | 13,176 | 11,827 | -1,349 | -10.24% |
| Mcrae Capital Management Inc. | 74,114 | 67,001 | -7,113 | -9.60% |
| First Financial Bank Trust Division | 38,437 | 34,906 | -3,531 | -9.19% |
| Salem Investment Counselors Inc. | 19,726 | 18,026 | -1,700 | -8.62% |
| Sound Income Strategies LLC | 6,273 | 5,743 | -530 | -8.45% |
| Ironwood Financial llc | 14,733 | 13,566 | -1,167 | -7.92% |
| Montecito Bank & Trust | 45,016 | 41,517 | -3,499 | -7.77% |
| Twelve Points Wealth Management LLC | 16,075 | 14,863 | -1,212 | -7.54% |
| Fifth Third Securities Inc. | 83,553 | 77,376 | -6,177 | -7.39% |
| Fragasso Group Inc. | 179,108 | 166,159 | -12,949 | -7.23% |
| Atticus Wealth Management LLC | 10,829 | 10,097 | -732 | -6.76% |
| Congress Wealth Management LLC DE | 656,848 | 612,575 | -44,273 | -6.74% |
| Pacifica Partners Inc. | 1,815 | 1,695 | -120 | -6.61% |
| Etesian Wealth Advisors Inc. | 43,296 | 40,649 | -2,647 | -6.11% |
| Grandview Asset Management LLC | 58,915 | 55,479 | -3,436 | -5.83% |
| Powers Advisory Group LLC | 17,548 | 16,569 | -979 | -5.58% |
| Wealthcare Advisory Partners LLC | 52,434 | 49,672 | -2,762 | -5.27% |
| Powell Investment Advisors LLC | 59,878 | 57,079 | -2,799 | -4.67% |
| Dynamic Advisor Solutions LLC | 195,670 | 186,577 | -9,093 | -4.65% |
| Rebalance LLC | 433,453 | 413,676 | -19,777 | -4.56% |
| Monument Capital Management | 37,890 | 36,236 | -1,654 | -4.37% |
| Chatham Capital Group Inc. | 47,859 | 46,009 | -1,850 | -3.87% |
| Bouvel Investment Partners LLC | 91,594 | 88,333 | -3,261 | -3.56% |
| Collective Family Office LLC | 307,853 | 297,074 | -10,779 | -3.50% |
| Nilsine Partners LLC | 44,533 | 43,041 | -1,492 | -3.35% |
| Bath Savings Trust Co | 47,509 | 45,928 | -1,581 | -3.33% |
| Barry Investment Advisors LLC | 20,444 | 19,769 | -675 | -3.30% |
| Stableford Capital II LLC | 21,624 | 20,944 | -680 | -3.14% |
| NBC Securities Inc. | 57,697 | 56,049 | -1,648 | -2.86% |
| Romano Brothers AND Company | 32,947 | 32,025 | -922 | -2.80% |
| Congress Asset Management Co. MA | 98,363 | 95,738 | -2,625 | -2.67% |
| OMNI 360 Wealth Inc. | 9,564 | 9,326 | -238 | -2.49% |
| Annex Advisory Services LLC | 38,069 | 37,241 | -828 | -2.17% |
| Willis Johnson & Associates Inc. | 24,166 | 23,644 | -522 | -2.16% |
| Norway Savings Bank | 86,543 | 84,672 | -1,871 | -2.16% |
| OLD National Bancorp IN | 135,033 | 132,215 | -2,818 | -2.09% |
| Financial Advisory Partners LLC | 213,408 | 209,100 | -4,308 | -2.02% |
| Hexagon Capital Partners LLC | 9,832 | 9,636 | -196 | -1.99% |
| Sunbelt Securities Inc. | 23,217 | 22,761 | -456 | -1.96% |
| Independence Bank of Kentucky | 50,221 | 49,245 | -976 | -1.94% |
| Cypress Wealth Services LLC | 158,176 | 155,103 | -3,073 | -1.94% |
| Peoples Bank KS | 134,425 | 132,295 | -2,130 | -1.58% |
| Steel Peak Wealth Management LLC | 11,317 | 11,138 | -179 | -1.58% |
| Weaver Consulting Group | 12,968 | 12,768 | -200 | -1.54% |
| Atwood & Palmer Inc. | 3,325 | 3,275 | -50 | -1.50% |
| First Hawaiian Bank | 30,053 | 29,633 | -420 | -1.40% |
| Edge Wealth Management LLC | 1,403,497 | 1,389,103 | -14,394 | -1.03% |
| Rockland Trust Co. | 6,536 | 6,470 | -66 | -1.01% |
| Parkside Investments LLC | 311,028 | 307,967 | -3,061 | -0.98% |
| Orgel Wealth Management LLC | 1,837,915 | 1,821,736 | -16,179 | -0.88% |
| Stratos Wealth Partners LTD. | 123,935 | 122,868 | -1,067 | -0.86% |
| Ashton Thomas Private Wealth LLC | 37,344 | 37,034 | -310 | -0.83% |
| Shulman DeMeo Asset Management LLC | 126,547 | 125,555 | -992 | -0.78% |
| Tempus Wealth Planning LLC | 86,806 | 86,135 | -671 | -0.77% |
| Midwest Financial Group LLC | 15,293 | 15,193 | -100 | -0.65% |
| RMR Wealth Builders | 11,717 | 11,678 | -39 | -0.33% |
| City Holding Co. | 56,167 | 55,981 | -186 | -0.33% |
| Kingswood Wealth Advisors LLC | 13,177 | 13,138 | -39 | -0.30% |
| Elevated Capital Advisors LLC | 54,494 | 54,360 | -134 | -0.25% |
| Dumont & Blake Investment Advisors LLC | 86,465 | 86,303 | -162 | -0.19% |
| Somerset Trust Co | 27,341 | 27,301 | -40 | -0.15% |
| KFG Wealth Management LLC | 12,149 | 12,134 | -15 | -0.12% |
| Curbstone Financial Management Corp | 129,500 | 129,350 | -150 | -0.12% |
| 13F Filers Exiting PFF | ||||
| BKM Wealth Management LLC | 1,137 | 0 | -1,137 | -100.00% |
| Visionary Horizons LLC | 7,107 | 0 | -7,107 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 887 | 0 | -887 | -100.00% |
| Guidance Capital Inc. | 15,530 | 0 | -15,530 | -100.00% |
| Daymark Wealth Partners LLC | 7,121 | 0 | -7,121 | -100.00% |
| Columbia Advisory Partners LLC | 7,833 | 0 | -7,833 | -100.00% |
| RDA Financial Network | 10,812 | 0 | -10,812 | -100.00% |
| Cox Capital Mgt LLC | 20,805 | 0 | -20,805 | -100.00% |
| 180 Wealth Advisors LLC | 6,575 | 0 | -6,575 | -100.00% |
| Beacon Capital Management Inc. | 2 | 0 | -2 | -100.00% |
| Hanson & Doremus Investment Management | 47 | 0 | -47 | -100.00% |
| Keel Point LLC | 7,108 | 0 | -7,108 | -100.00% |
| Bangor Savings Bank | 1,155 | 0 | -1,155 | -100.00% |
| Toth Financial Advisory Corp | 45 | 0 | -45 | -100.00% |
See Summary: Institutional Holders of PFF
See Details: Top 10 Hedge Funds Holding PFF
