HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PULS Share Count | ||||
| Norden Group LLC | 50,999 | 3,152,844 | +3,101,845 | +6082.17% |
| RFG Advisory LLC | 8,232 | 116,046 | +107,814 | +1309.69% |
| CWM LLC | 2,849 | 10,956 | +8,107 | +284.56% |
| Wealthcare Advisory Partners LLC | 14,378 | 50,937 | +36,559 | +254.27% |
| Brookstone Capital Management | 34,338 | 79,733 | +45,395 | +132.20% |
| Main Street Financial Solutions LLC | 11,408 | 26,228 | +14,820 | +129.91% |
| Hartford Financial Management Inc. | 19,068 | 31,512 | +12,444 | +65.26% |
| Daymark Wealth Partners LLC | 12,470 | 18,279 | +5,809 | +46.58% |
| Global Retirement Partners LLC | 50,898 | 74,548 | +23,650 | +46.47% |
| 626 Financial LLC | 12,531 | 17,499 | +4,968 | +39.65% |
| Ignite Planners LLC | 104,385 | 145,579 | +41,194 | +39.46% |
| Ashton Thomas Private Wealth LLC | 153,859 | 213,617 | +59,758 | +38.84% |
| Cambridge Investment Research Advisors Inc. | 194,762 | 267,860 | +73,098 | +37.53% |
| IAG Wealth Partners LLC | 147,043 | 196,710 | +49,667 | +33.78% |
| Raymond James & Associates | 578,324 | 759,195 | +180,871 | +31.28% |
| Coastal Investment Advisors Inc. | 20,371 | 26,142 | +5,771 | +28.33% |
| PCG Wealth Advisors LLC | 59,498 | 75,478 | +15,980 | +26.86% |
| Regions Financial Corp | 62,898 | 77,630 | +14,732 | +23.42% |
| Ehrlich Financial Group | 12,449 | 14,893 | +2,444 | +19.63% |
| Stratos Wealth Partners LTD. | 230,963 | 264,014 | +33,051 | +14.31% |
| Breakwater Capital Group | 10,985 | 12,276 | +1,291 | +11.75% |
| Systelligence LLC | 17,760 | 19,502 | +1,742 | +9.81% |
| Masso Torrence Wealth Management Inc. | 23,389 | 25,448 | +2,059 | +8.80% |
| Spire Wealth Management | 2,000 | 2,135 | +135 | +6.75% |
| Smallwood Wealth Investment Management LLC | 93,516 | 99,527 | +6,011 | +6.43% |
| Little House Capital LLC | 195,533 | 208,032 | +12,499 | +6.39% |
| Berger Financial Group Inc | 5,490 | 5,819 | +329 | +5.99% |
| McMahon Financial Advisors LLC | 90,157 | 95,392 | +5,235 | +5.81% |
| MBM Wealth Consultants LLC | 241,002 | 248,391 | +7,389 | +3.07% |
| Cedar Mountain Advisors LLC | 298,072 | 306,111 | +8,039 | +2.70% |
| Ironwood Wealth Management Inc. | 363,386 | 371,373 | +7,987 | +2.20% |
| Armor Investment Advisors LLC | 62,919 | 63,892 | +973 | +1.55% |
| 13F Filers Reporting New Positions In PULS | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 5,376 | +5,376 | +100% |
| Bank of New York Mellon Corp | 0 | 4,740 | +4,740 | +100% |
| Retirement Planning Group | 0 | 71,669 | +71,669 | +100% |
| Mather Group LLC. | 0 | 302 | +302 | +100% |
| Allworth Financial LP | 0 | 643 | +643 | +100% |
| Bogart Wealth LLC | 0 | 1,300 | +1,300 | +100% |
| Trilogy Capital Inc. | 0 | 5,468 | +5,468 | +100% |
| Compton Wealth Advisory Group LLC | 0 | 18,886 | +18,886 | +100% |
| Caliber Wealth Management LLC | 0 | 38,385 | +38,385 | +100% |
| KWB Wealth | 0 | 7,477 | +7,477 | +100% |
| Regatta Capital Group LLC | 0 | 12,852 | +12,852 | +100% |
| Simplicity Wealth LLC | 0 | 4,371 | +4,371 | +100% |
| Fortune Financial Advisors LLC | 0 | 6,010 | +6,010 | +100% |
| Focus Financial Network Inc. | 0 | 5,800 | +5,800 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 43 | 43 | UNCH | 0.00% |
| Lion Street Advisors LLC | 13,231 | 13,231 | UNCH | 0.00% |
| Wallace Advisory Group LLC | 6,191 | 6,191 | UNCH | 0.00% |
| 13F Filers Decreasing PULS Share Count | ||||
| Flagship Harbor Advisors LLC | 698,123 | 53,720 | -644,403 | -92.31% |
| Transform Wealth LLC | 77,036 | 7,620 | -69,416 | -90.11% |
| Private Capital Management LLC | 39,673 | 14,522 | -25,151 | -63.40% |
| Drive Wealth Management LLC | 55,061 | 29,055 | -26,006 | -47.23% |
| Marmo Financial Group LLC | 99,177 | 57,462 | -41,715 | -42.06% |
| MCF Advisors LLC | 9,285 | 7,012 | -2,273 | -24.48% |
| Raymond James Financial Services Advisors Inc. | 1,998,852 | 1,609,666 | -389,186 | -19.47% |
| Pallas Capital Advisors LLC | 9,747 | 7,915 | -1,832 | -18.80% |
| Wealthfront Advisers LLC | 42,899 | 34,951 | -7,948 | -18.53% |
| Client First Investment Management LLC | 19,689 | 16,281 | -3,408 | -17.31% |
| Pinnacle Bank | 1,277 | 1,134 | -143 | -11.20% |
| Nations Financial Group Inc. IA ADV | 39,367 | 36,084 | -3,283 | -8.34% |
| Catalyst Capital Advisors LLC | 132,165 | 122,165 | -10,000 | -7.57% |
| Wealth Enhancement Advisory Services LLC | 253,795 | 235,746 | -18,049 | -7.11% |
| Seed Wealth Management Inc. | 6,200 | 5,800 | -400 | -6.45% |
| Strategic Blueprint LLC | 4,577 | 4,285 | -292 | -6.38% |
| Ellenbecker Investment Group | 50,304 | 47,725 | -2,579 | -5.13% |
| Crane Advisory LLC | 919,112 | 874,199 | -44,913 | -4.89% |
| Grant GrossMendelsohn LLC | 67,043 | 64,326 | -2,717 | -4.05% |
| AlphaMark Advisors LLC | 1,350 | 1,300 | -50 | -3.70% |
| Private Trust Co. NA | 32,767 | 31,596 | -1,171 | -3.57% |
| Saxon Interests Inc. | 50,872 | 49,448 | -1,424 | -2.80% |
| Symphony Financial Ltd. Co. | 31,293 | 30,843 | -450 | -1.44% |
| Essex Financial Services Inc. | 9,301 | 9,171 | -130 | -1.40% |
| 13F Filers Exiting PULS | ||||
| BKM Wealth Management LLC | 1,000 | 0 | -1,000 | -100.00% |
| Halpern Financial Inc. | 314 | 0 | -314 | -100.00% |
| Mason & Associates Inc | 222,440 | 0 | -222,440 | -100.00% |
| GoalVest Advisory LLC | 29 | 0 | -29 | -100.00% |
| Advisor Resource Council | 6,242 | 0 | -6,242 | -100.00% |
| Optas LLC | 4,900 | 0 | -4,900 | -100.00% |
| Tsfg LLC | 39 | 0 | -39 | -100.00% |
| Gradient Investments LLC | 15 | 0 | -15 | -100.00% |
| Rational Advisors LLC | 132,165 | 0 | -132,165 | -100.00% |
See Summary: Institutional Holders of PULS
See Details: Top 10 Hedge Funds Holding PULS
Also See: PULS Insider Buying
