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PHO Holdings Changes image
This page summarizes the PHO 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 PHO 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 PHO Share Count
Private Trust Co. NA 98 145 +47 +47.96%
Fifth Third Bancorp 2,125 2,600 +475 +22.35%
Nations Financial Group Inc. IA ADV 5,801 6,660 +859 +14.81%
Wealthfront Advisers LLC 3,764 4,248 +484 +12.86%
Dynamic Advisor Solutions LLC 6,639 7,325 +686 +10.33%
PFG Investments LLC 18,448 20,065 +1,617 +8.77%
Bond & Devick Financial Network Inc. 12,830 13,906 +1,076 +8.39%
Equitable Trust Co. 14,213 15,060 +847 +5.96%
O ROURKE & COMPANY Inc 26,868 28,423 +1,555 +5.79%
Bogart Wealth LLC 36,908 38,746 +1,838 +4.98%
Personal Resources Investment & Strategic Management Inc. 8,908 9,336 +428 +4.80%
Cambridge Investment Research Advisors Inc. 60,651 63,062 +2,411 +3.98%
American Institute for Advanced Investment Management LLP 16,295 16,665 +370 +2.27%
Fox Hill Wealth Management 4,385 4,483 +98 +2.23%
Spire Wealth Management 16,290 16,591 +301 +1.85%
International Assets Investment Management LLC 9,454 9,517 +63 +0.67%
SOA Wealth Advisors LLC. 1,015 1,016 +1 +0.10%
Westside Investment Management Inc. 2,119 2,120 +1 +0.05%
Transform Wealth LLC 3,419 3,420 +1 +0.03%
TruWealth Advisors LLC 4,213 4,214 +1 +0.02%
Chicago Partners Investment Group LLC 31,869 31,871 +2 +0.01%
13F Filers Reporting New Positions In PHO
Beese Fulmer Investment Management Inc. 0 3,033 +3,033 +100%
Leavell Investment Management Inc. 0 3,130 +3,130 +100%
Woodmont Investment Counsel LLC 0 400 +400 +100%
Essex Financial Services Inc. 0 3,055 +3,055 +100%
Hanson & Doremus Investment Management 0 120 +120 +100%
YHB Investment Advisors Inc. 0 902 +902 +100%
Mesirow Financial Investment Management Inc. 0 7,096 +7,096 +100%
Kovack Advisors Inc. 0 3,271 +3,271 +100%
All Season Financial Advisors Inc. 0 3,128 +3,128 +100%
EWG Elevate Inc. 0 62,986 +62,986 +100%
MONECO Advisors LLC 0 41,860 +41,860 +100%
Cedar Mountain Advisors LLC 0 50 +50 +100%
Center for Financial Planning Inc. 0 200 +200 +100%
Sage Mountain Advisors LLC 0 38 +38 +100%
Key Client Fiduciary Advisors LLC 0 3,005 +3,005 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 6,330 6,330 UNCH 0.00%
Caldwell Sutter Capital Inc. 115 115 UNCH 0.00%
Altfest L J & Co. Inc. 11,981 11,981 UNCH 0.00%
ST Germain D J Co. Inc. 2,185 2,185 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 7,278 7,278 UNCH 0.00%
Dudley & Shanley Inc. 32,780 32,780 UNCH 0.00%
Salem Investment Counselors Inc. 550 550 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 280 280 UNCH 0.00%
Osborne Partners Capital Management LLC 10,104 10,104 UNCH 0.00%
Baldwin Brothers Inc. MA 70 70 UNCH 0.00%
Albion Financial Group UT 41 41 UNCH 0.00%
M&R Capital Management Inc. 300 300 UNCH 0.00%
WASHINGTON TRUST Co 1,100 1,100 UNCH 0.00%
Raymond James Trust N.A. 5,672 5,672 UNCH 0.00%
Webster Bank N. A. 5,220 5,220 UNCH 0.00%
Farmers & Merchants Investments Inc. 86 86 UNCH 0.00%
SOL Capital Management CO 5,000 5,000 UNCH 0.00%
Bangor Savings Bank 2,128 2,128 UNCH 0.00%
Ballentine Partners LLC 5,000 5,000 UNCH 0.00%
AdvisorNet Financial Inc 1,800 1,800 UNCH 0.00%
Mechanics Bank Trust Department 8,780 8,780 UNCH 0.00%
Sterling Investment Management Inc. 3,406 3,406 UNCH 0.00%
Allworth Financial LP 252 252 UNCH 0.00%
JNBA Financial Advisors 802 802 UNCH 0.00%
Lowe Wealth Advisors LLC 7 7 UNCH 0.00%
First Horizon Advisors Inc. 2,113 2,113 UNCH 0.00%
Private Ocean LLC 765 765 UNCH 0.00%
Capital Investment Advisory Services LLC 1,954 1,954 UNCH 0.00%
Legacy Bridge LLC 710 710 UNCH 0.00%
Polianta Ltd 221,600 221,600 UNCH 0.00%
Global Retirement Partners LLC 9 9 UNCH 0.00%
Lindbrook Capital LLC 1 1 UNCH 0.00%
Relyea Zuckerberg Hanson LLC 9,055 9,055 UNCH 0.00%
Pacifica Partners Inc. 204 204 UNCH 0.00%
Lpwm LLC 4,447 4,447 UNCH 0.00%
IAG Wealth Partners LLC 425 425 UNCH 0.00%
Elk River Wealth Management LLC 12,625 12,625 UNCH 0.00%
DHJJ Financial Advisors Ltd. 276 276 UNCH 0.00%
Piscataqua Savings Bank 350 350 UNCH 0.00%
Pinnacle Wealth Management Group Inc. 3,525 3,525 UNCH 0.00%
McElhenny Sheffield Capital Management LLC 4,620 4,620 UNCH 0.00%
Global Wealth Strategies & Associates 143 143 UNCH 0.00%
Armstrong Advisory Group Inc. 137 137 UNCH 0.00%
Horizons Wealth Management 384 384 UNCH 0.00%
Daymark Wealth Partners LLC 4,100 4,100 UNCH 0.00%
Tritonpoint Wealth LLC 4,708 4,708 UNCH 0.00%
GAMMA Investing LLC 407 407 UNCH 0.00%
13F Filers Decreasing PHO Share Count
Eaton Financial Holdings Company LLC 67,156 4,668 -62,488 -93.05%
Millburn Ridgefield Corp 3,128 777 -2,351 -75.16%
Gerber LLC 12,568 8,413 -4,155 -33.06%
Raymond James Financial Services Advisors Inc. 137,876 97,726 -40,150 -29.12%
Money Design Co. Ltd. 156,488 121,226 -35,262 -22.53%
CWM LLC 144,986 117,818 -27,168 -18.74%
Wealthcare Advisory Partners LLC 16,165 13,213 -2,952 -18.26%
Valley National Advisers Inc. 529 441 -88 -16.64%
Western Financial Corp CA 6,284 5,397 -887 -14.12%
MinichMacGregor Wealth Management LLC 5,904 5,407 -497 -8.42%
NBC Securities Inc. 3,286 3,041 -245 -7.46%
Clarus Wealth Advisors 9,344 9,037 -307 -3.29%
Hennion & Walsh Asset Management Inc. 7,340 7,100 -240 -3.27%
Howard Capital Management Group LLC 11,763 11,413 -350 -2.98%
SeaCrest Wealth Management LLC 27,230 26,549 -681 -2.50%
Raymond James & Associates 91,517 89,396 -2,121 -2.32%
Miracle Mile Advisors LLC 17,534 17,147 -387 -2.21%
Flagship Harbor Advisors LLC 8,393 8,217 -176 -2.10%
Brown Advisory Inc. 10,884 10,691 -193 -1.77%
Mountain Capital Investment Advisors Inc 4,575 4,495 -80 -1.75%
LexAurum Advisors LLC 15,070 14,834 -236 -1.57%
Nilsine Partners LLC 23,842 23,476 -366 -1.54%
Spence Asset Management 19,871 19,568 -303 -1.52%
Wealth Enhancement Advisory Services LLC 23,692 23,360 -332 -1.40%
Parsons Capital Management Inc. RI 33,259 33,059 -200 -0.60%
David R. Rahn & Associates Inc. 59,414 59,162 -252 -0.42%
Curbstone Financial Management Corp 26,900 26,800 -100 -0.37%
Stratos Wealth Partners LTD. 8,792 8,790 -2 -0.02%
13F Filers Exiting PHO
BKM Wealth Management LLC 645 0 -645 -100.00%
McGlone Suttner Wealth Management Inc. 411 0 -411 -100.00%
Swisher Financial Concepts Inc. 4,059 0 -4,059 -100.00%
Planned Solutions Inc. 583 0 -583 -100.00%

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

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