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POCT Holdings Changes image
This page summarizes the POCT holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether POCT 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).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing POCT Share Count
MML Investors Services LLC 54,264 572,791 +518,527 +955.56%
Jane Street Group LLC 9,527 23,519 +13,992 +146.87%
Advisor Group Inc. 66,347 160,697 +94,350 +142.21%
Retirement Income Solutions Inc 39,542 75,605 +36,063 +91.20%
IFP Advisors Inc 13,967 23,407 +9,440 +67.59%
Lincoln National Corp 20,632 31,108 +10,476 +50.78%
Ladenburg Thalmann Financial Services Inc. 15,859 22,339 +6,480 +40.86%
NEXT Financial Group Inc 8,523 11,990 +3,467 +40.68%
Janney Montgomery Scott LLC 73,889 90,836 +16,947 +22.94%
Cetera Advisor Networks LLC 120,170 128,172 +8,002 +6.66%
Parkside Investments LLC 308,800 328,800 +20,000 +6.48%
Berkshire Money Management Inc. 1,124,104 1,151,297 +27,193 +2.42%
Elmwood Wealth Management Inc. 71,985 72,500 +515 +0.72%
Round Table Services LLC 1,908,859 1,914,840 +5,981 +0.31%
Diligent Investors LLC 38,356 38,377 +21 +0.05%
13F Filers Reporting New Positions In POCT
Proequities Inc. 0 0 UNCH 100%
FMR LLC 0 1 +1 +100%
Wolverine Trading LLC 0 47,990 +47,990 +100%
Royal Bank of Canada 0 614 +614 +100%
Cambridge Investment Research Advisors Inc. 0 36,377 +36,377 +100%
Citadel Advisors LLC 0 31,881 +31,881 +100%
Susquehanna International Group LLP 0 13,041 +13,041 +100%
OLD Mission Capital LLC 0 72,623 +72,623 +100%
HighTower Advisors LLC 0 95,168 +95,168 +100%
Carroll Financial Associates Inc. 0 6,841 +6,841 +100%
Koshinski Asset Management Inc. 0 33,225 +33,225 +100%
Financial Enhancement Group LLC 0 32,838 +32,838 +100%
Valeo Financial Advisors LLC 0 2,050 +2,050 +100%
Bedel Financial Consulting Inc. 0 1,000 +1,000 +100%
Maltin Wealth Management Inc. 0 1 +1 +100%
Cornerstone Wealth Group LLC 0 45,149 +45,149 +100%
Aurum Wealth Management Group LLC 0 9,770 +9,770 +100%
Silicon Hills Wealth Management LLC 0 2 +2 +100%
XML Financial LLC 0 13,969 +13,969 +100%
Beacon Financial Advisory LLC 0 50,141 +50,141 +100%
Soltis Investment Advisors LLC 0 61,904 +61,904 +100%
13F Filers With Unchanged Share Count
B. Riley Wealth Management Inc. 17,642 17,642 UNCH 0.00%
WealthPLAN Partners LLC 41,755 41,755 UNCH 0.00%
13F Filers Decreasing POCT Share Count
Coastal Investment Advisors Inc. 3,562 20 -3,542 -99.44%
Altfest L J & Co. Inc. 790,783 72,608 -718,175 -90.82%
Beck Capital Management LLC 149,922 31,730 -118,192 -78.84%
Chicago Partners Investment Group LLC 46,317 30,330 -15,987 -34.52%
FormulaFolio Investments LLC 54,448 36,266 -18,182 -33.39%
UBS Group AG 1,838 1,357 -481 -26.17%
Sigma Planning Corp 36,715 28,194 -8,521 -23.21%
Commonwealth Equity Services LLC 388,341 318,200 -70,141 -18.06%
Weaver Consulting Group 84,421 74,113 -10,308 -12.21%
Columbus Macro LLC 62,530 59,982 -2,548 -4.07%
Envestnet Asset Management Inc. 62,530 59,982 -2,548 -4.07%
First Allied Advisory Services Inc. 64,030 61,482 -2,548 -3.98%
CWM LLC 74,833 72,145 -2,688 -3.59%
Valtinson Bruner Financial Planning LLC 75,762 75,724 -38 -0.05%
13F Filers Exiting POCT
Personal CFO Solutions LLC 41,852 0 -41,852 -100.00%
Atria Investments LLC 39,428 0 -39,428 -100.00%
Cetera Advisors LLC 10,651 0 -10,651 -100.00%
David R. Rahn & Associates Inc. 9,326 0 -9,326 -100.00%
Ifrah Financial Services Inc. 8,292 0 -8,292 -100.00%
JPMorgan Chase & Co. 1,880 0 -1,880 -100.00%

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

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