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PPA Holdings Changes image
This page summarizes the PPA 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 PPA 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 PPA Share Count
Pettinga Financial Advisors LLC 3,230 6,195 +2,965 +91.80%
Stratos Wealth Partners LTD. 8,965 17,099 +8,134 +90.73%
NBC Securities Inc. 2,327 3,116 +789 +33.91%
Banque Cantonale Vaudoise 1,300 1,700 +400 +30.77%
Global Retirement Partners LLC 3,304 4,229 +925 +28.00%
Total Clarity Wealth Management Inc. 4,710 5,933 +1,223 +25.97%
Essex Financial Services Inc. 2,792 3,509 +717 +25.68%
Brookstone Capital Management 8,196 10,075 +1,879 +22.93%
Raymond James & Associates 175,968 213,356 +37,388 +21.25%
Capital Asset Advisory Services LLC 265,598 311,075 +45,477 +17.12%
Raymond James Trust N.A. 5,321 6,052 +731 +13.74%
Kovack Advisors Inc. 2,191 2,486 +295 +13.46%
Private Trust Co. NA 990 1,123 +133 +13.43%
American Institute for Advanced Investment Management LLP 9,680 10,925 +1,245 +12.86%
Dynamic Advisor Solutions LLC 3,173 3,558 +385 +12.13%
CWM LLC 6,393 7,117 +724 +11.32%
Ausdal Financial Partners Inc. 4,146 4,484 +338 +8.15%
Miracle Mile Advisors LLC 525,837 565,987 +40,150 +7.64%
Cambridge Investment Research Advisors Inc. 214,902 230,900 +15,998 +7.44%
Strategic Blueprint LLC 5,092 5,340 +248 +4.87%
Wealth Enhancement Advisory Services LLC 3,984 4,046 +62 +1.56%
SOA Wealth Advisors LLC. 8,155 8,234 +79 +0.97%
Capital Advisors Ltd. LLC 12,505 12,605 +100 +0.80%
Financial Freedom LLC 292 293 +1 +0.34%
Sunbelt Securities Inc. 941 942 +1 +0.11%
Compass Ion Advisors LLC 2,330 2,332 +2 +0.09%
Relyea Zuckerberg Hanson LLC 4,618 4,622 +4 +0.09%
13F Filers Reporting New Positions In PPA
Gradient Investments LLC 0 0 UNCH 100%
Wiley BROS. Aintree Capital LLC 0 8,075 +8,075 +100%
City Holding Co. 0 83 +83 +100%
Patriot Investment Management Inc. 0 2,030 +2,030 +100%
Coastal Investment Advisors Inc. 0 575 +575 +100%
Rosenberg Matthew Hamilton 0 49 +49 +100%
Bridge Advisory LLC 0 9,687 +9,687 +100%
Activest Wealth Management 0 216 +216 +100%
PFG Investments LLC 0 6,402 +6,402 +100%
ZRC Wealth Management LLC 0 848 +848 +100%
Focus Financial Network Inc. 0 8,062 +8,062 +100%
13F Filers With Unchanged Share Count
Adirondack Trust Co. 235 235 UNCH 0.00%
Aspiriant LLC 5,118 5,118 UNCH 0.00%
Harbor Investment Advisory LLC 1,975 1,975 UNCH 0.00%
Westside Investment Management Inc. 500 500 UNCH 0.00%
LVZ Advisors Inc. 2,773 2,773 UNCH 0.00%
True North Advisors LLC 2,549 2,549 UNCH 0.00%
Evolution Wealth Advisors LLC 13,545 13,545 UNCH 0.00%
PSI Advisors LLC 101 101 UNCH 0.00%
Aurum Wealth Management Group LLC 3,335 3,335 UNCH 0.00%
Lion Street Advisors LLC 2,295 2,295 UNCH 0.00%
Aurora Private Wealth Inc. 2,585 2,585 UNCH 0.00%
Game Plan Financial Advisors LLC 93 93 UNCH 0.00%
International Assets Investment Management LLC 2,654 2,654 UNCH 0.00%
Wolff Wiese Magana LLC 60 60 UNCH 0.00%
Armstrong Advisory Group Inc. 2,450 2,450 UNCH 0.00%
WFA Asset Management Corp 251 251 UNCH 0.00%
GAMMA Investing LLC 425 425 UNCH 0.00%
Central Valley Advisors LLC 2,520 2,520 UNCH 0.00%
13F Filers Decreasing PPA Share Count
United Asset Strategies Inc. 45,259 2,073 -43,186 -95.42%
Spire Wealth Management 1,214 864 -350 -28.83%
Western Financial Corp CA 4,228 3,574 -654 -15.47%
Ellis Investment Partners LLC 15,176 13,652 -1,524 -10.04%
MinichMacGregor Wealth Management LLC 3,804 3,492 -312 -8.20%
Stratos Wealth Advisors LLC 22,400 21,584 -816 -3.64%
Wealthcare Advisory Partners LLC 10,745 10,394 -351 -3.27%
Summit Trail Advisors LLC 623,691 608,332 -15,359 -2.46%
Raymond James Financial Services Advisors Inc. 208,311 204,143 -4,168 -2.00%
Nilsine Partners LLC 15,660 15,364 -296 -1.89%
IAM Advisory LLC 3,219 3,174 -45 -1.40%
Hennion & Walsh Asset Management Inc. 4,865 4,805 -60 -1.23%
Searcy Financial Services Inc. ADV 134,386 132,823 -1,563 -1.16%
Main Street Financial Solutions LLC 9,255 9,155 -100 -1.08%
Flagship Harbor Advisors LLC 18,653 18,546 -107 -0.57%
13F Filers Exiting PPA
McGlone Suttner Wealth Management Inc. 125 0 -125 -100.00%
4J Wealth Management LLC 18,561 0 -18,561 -100.00%
Iron Horse Wealth Management LLC 71 0 -71 -100.00%
Tennessee Valley Asset Management Partners 123 0 -123 -100.00%
Costello Asset Management INC 30 0 -30 -100.00%
Bourgeon Capital Management LLC 200 0 -200 -100.00%
Fifth Third Bancorp 800 0 -800 -100.00%

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

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