HoldingsChannel.com
PMAR Holdings Changes image
This page summarizes the PMAR 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 PMAR 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 PMAR Share Count
Brookstone Capital Management 44,984 945,269 +900,285 +2001.34%
RFG Advisory LLC 11,626 47,200 +35,574 +305.99%
Pinnacle Wealth Management Group Inc. 9,600 35,710 +26,110 +271.98%
Cypress Wealth Services LLC 16,313 53,598 +37,285 +228.56%
Wealth Enhancement Advisory Services LLC 40,922 95,653 +54,731 +133.74%
Raymond James & Associates 26,315 56,497 +30,182 +114.70%
KFG Wealth Management LLC 57,057 107,887 +50,830 +89.09%
Cambridge Investment Research Advisors Inc. 65,621 115,455 +49,834 +75.94%
Weaver Consulting Group 5,782 10,086 +4,304 +74.44%
Stratos Wealth Advisors LLC 20,781 35,476 +14,695 +70.71%
Sugarloaf Wealth Management LLC 6,295 10,688 +4,393 +69.79%
Nations Financial Group Inc. IA ADV 13,499 22,893 +9,394 +69.59%
AdvisorNet Financial Inc 6,540 10,682 +4,142 +63.33%
Raymond James Financial Services Advisors Inc. 135,523 187,486 +51,963 +38.34%
Spire Wealth Management 20,348 26,621 +6,273 +30.83%
Chicago Partners Investment Group LLC 9,602 12,132 +2,530 +26.35%
BCS Wealth Management 69,453 81,254 +11,801 +16.99%
CWM LLC 6,210 6,867 +657 +10.58%
Vishria Bird Financial Group LLC 16,118 17,501 +1,383 +8.58%
Smith Anglin Financial LLC 10,795 11,641 +846 +7.84%
BKD Wealth Advisors LLC 113,962 119,426 +5,464 +4.79%
Atticus Wealth Management LLC 64,900 67,205 +2,305 +3.55%
Schnieders Capital Management LLC 8,500 8,700 +200 +2.35%
Southland Equity Partners LLC 760,629 776,869 +16,240 +2.14%
13F Filers Reporting New Positions In PMAR
Retirement Planning Group 0 19,774 +19,774 +100%
Ausdal Financial Partners Inc. 0 6,703 +6,703 +100%
Maltin Wealth Management Inc. 0 14,659 +14,659 +100%
CRA Financial Services LLC 0 22,267 +22,267 +100%
Outlook Wealth Advisors LLC 0 90,543 +90,543 +100%
Cedar Brook Financial Partners LLC 0 7,623 +7,623 +100%
Cornerstone Wealth Group LLC 0 39,125 +39,125 +100%
MBL Wealth LLC 0 19,596 +19,596 +100%
Cypress Financial Planning LLC 0 6,411 +6,411 +100%
Fiduciary Alliance LLC 0 8,844 +8,844 +100%
PFG Investments LLC 0 14,331 +14,331 +100%
Focus Financial Network Inc. 0 10,750 +10,750 +100%
13F Filers With Unchanged Share Count
Fragasso Group Inc. 10,843 10,843 UNCH 0.00%
Sunbelt Securities Inc. 300 300 UNCH 0.00%
Capital Investment Advisory Services LLC 100 100 UNCH 0.00%
Wagner Wealth Management LLC 1,990 1,990 UNCH 0.00%
Global Trust Asset Management LLC 1,430 1,430 UNCH 0.00%
Nikulski Financial Inc. 6,350 6,350 UNCH 0.00%
Wolff Wiese Magana LLC 51 51 UNCH 0.00%
Clay Northam Wealth Management LLC 7,770 7,770 UNCH 0.00%
13F Filers Decreasing PMAR Share Count
DHJJ Financial Advisors Ltd. 19,623 9,818 -9,805 -49.97%
Epic Trust Investment Advisors LLC 9,083 6,352 -2,731 -30.07%
PFS Partners LLC 565 444 -121 -21.42%
Lake Street Financial LLC 14,780 11,860 -2,920 -19.76%
Strategic Blueprint LLC 19,233 18,380 -853 -4.44%
Keystone Wealth Services LLC 63,022 61,957 -1,065 -1.69%
Main Street Financial Solutions LLC 43,285 42,555 -730 -1.69%
Blue Bell Private Wealth Management LLC 44,640 44,160 -480 -1.08%
City Holding Co. 68,895 68,303 -592 -0.86%

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

PMAR Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.