HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SMMU Share Count | ||||
| IAM Advisory LLC | 17,802 | 32,822 | +15,020 | +84.37% |
| Total Clarity Wealth Management Inc. | 18,696 | 24,349 | +5,653 | +30.24% |
| Raymond James Trust N.A. | 6,449 | 7,708 | +1,259 | +19.52% |
| Wealth Enhancement Advisory Services LLC | 541,631 | 639,166 | +97,535 | +18.01% |
| Cambridge Investment Research Advisors Inc. | 35,552 | 40,881 | +5,329 | +14.99% |
| Skyline Advisors Inc. | 34,478 | 38,261 | +3,783 | +10.97% |
| TruWealth Advisors LLC | 4,614 | 5,021 | +407 | +8.82% |
| Ehrlich Financial Group | 5,659 | 6,148 | +489 | +8.64% |
| Raymond James & Associates | 41,108 | 43,656 | +2,548 | +6.20% |
| MBL Wealth LLC | 21,250 | 22,350 | +1,100 | +5.18% |
| Signet Financial Management LLC | 84,417 | 86,807 | +2,390 | +2.83% |
| WBH Advisory Inc. | 9,982 | 10,261 | +279 | +2.80% |
| AdvisorNet Financial Inc | 10,220 | 10,505 | +285 | +2.79% |
| Raymond James Financial Services Advisors Inc. | 84,685 | 86,883 | +2,198 | +2.60% |
| Gradient Investments LLC | 3,849 | 3,894 | +45 | +1.17% |
| CWM LLC | 853,066 | 856,174 | +3,108 | +0.36% |
| 13F Filers Reporting New Positions In SMMU | ||||
| Salem Investment Counselors Inc. | 0 | 123 | +123 | +100% |
| Premier Path Wealth Partners LLC | 0 | 10,200 | +10,200 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Capital Advisors Ltd. LLC | 6,600 | 6,600 | UNCH | 0.00% |
| Bouchey Financial Group Ltd | 4,720 | 4,720 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 472 | 472 | UNCH | 0.00% |
| Inspirion Wealth Advisors LLC | 45,758 | 45,758 | UNCH | 0.00% |
| Global Retirement Partners LLC | 278 | 278 | UNCH | 0.00% |
| IAG Wealth Partners LLC | 700 | 700 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 37,225 | 37,225 | UNCH | 0.00% |
| Dean Jacobson Financial Services LLC | 4,503 | 4,503 | UNCH | 0.00% |
| LongView Wealth Management | 37,902 | 37,902 | UNCH | 0.00% |
| Williams & Novak LLC | 7,750 | 7,750 | UNCH | 0.00% |
| 13F Filers Decreasing SMMU Share Count | ||||
| Amplius Wealth Advisors LLC | 8,288 | 5,249 | -3,039 | -36.67% |
| Capital Market Strategies LLC | 8,833 | 7,560 | -1,273 | -14.41% |
| Cyndeo Wealth Partners LLC | 33,417 | 30,633 | -2,784 | -8.33% |
| Private Trust Co. NA | 573 | 530 | -43 | -7.50% |
| Westside Investment Management Inc. | 85,950 | 79,850 | -6,100 | -7.10% |
| Dynamic Advisor Solutions LLC | 30,479 | 30,215 | -264 | -0.87% |
| 13F Filers Exiting SMMU | ||||
| Sage Mountain Advisors LLC | 639 | 0 | -639 | -100.00% |
See Summary: Institutional Holders of SMMU
See Details: Top 10 Hedge Funds Holding SMMU
