HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SPMB Share Count | ||||
| Stratos Wealth Partners LTD. | 10,180 | 305,078 | +294,898 | +2896.84% |
| Tsfg LLC | 7,916 | 192,053 | +184,137 | +2326.14% |
| Private Trust Co. NA | 19,297 | 32,442 | +13,145 | +68.12% |
| Detalus Advisors LLC | 120,666 | 187,297 | +66,631 | +55.22% |
| Guidance Capital Inc. | 69,953 | 100,993 | +31,040 | +44.37% |
| Sharkey Howes & Javer | 103,877 | 136,498 | +32,621 | +31.40% |
| Centennial Wealth Advisory LLC | 45,216 | 58,415 | +13,199 | +29.19% |
| Hexagon Capital Partners LLC | 3,876 | 4,981 | +1,105 | +28.51% |
| Seed Wealth Management Inc. | 90,930 | 115,120 | +24,190 | +26.60% |
| Wealthcare Advisory Partners LLC | 15,071 | 18,948 | +3,877 | +25.72% |
| Signet Financial Management LLC | 372,706 | 455,899 | +83,193 | +22.32% |
| Donald L. Hagan LLC | 25,568 | 30,449 | +4,881 | +19.09% |
| Raymond James & Associates | 10,513 | 12,370 | +1,857 | +17.66% |
| Spire Wealth Management | 19,063 | 22,058 | +2,995 | +15.71% |
| Acropolis Investment Management LLC | 9,420 | 10,815 | +1,395 | +14.81% |
| CX Institutional | 1,211,391 | 1,380,799 | +169,408 | +13.98% |
| Measured Wealth Private Client Group LLC | 27,926 | 31,419 | +3,493 | +12.51% |
| Financial Life Advisors | 582,576 | 641,114 | +58,538 | +10.05% |
| Astoria Portfolio Advisors LLC. | 324,031 | 355,674 | +31,643 | +9.77% |
| CWM LLC | 1,387,752 | 1,520,529 | +132,777 | +9.57% |
| Global Retirement Partners LLC | 33,934 | 36,692 | +2,758 | +8.13% |
| KWB Wealth | 743,474 | 802,314 | +58,840 | +7.91% |
| Portside Wealth Group LLC | 198,400 | 206,344 | +7,944 | +4.00% |
| Wallace Advisory Group LLC | 19,751 | 20,054 | +303 | +1.53% |
| Checchi Capital Advisers LLC | 331,967 | 335,741 | +3,774 | +1.14% |
| Lincoln Capital Corp | 10,334 | 10,444 | +110 | +1.06% |
| Strategic Blueprint LLC | 50,473 | 50,965 | +492 | +0.97% |
| Brookstone Capital Management | 13,926 | 13,993 | +67 | +0.48% |
| Dynamic Advisor Solutions LLC | 131,113 | 131,702 | +589 | +0.45% |
| Flagship Harbor Advisors LLC | 378,483 | 378,540 | +57 | +0.02% |
| Northwest Capital Management Inc | 64,515 | 64,523 | +8 | +0.01% |
| 13F Filers Reporting New Positions In SPMB | ||||
| CENTRAL TRUST Co | 0 | 2,752 | +2,752 | +100% |
| Salem Investment Counselors Inc. | 0 | 897 | +897 | +100% |
| NBT Bank N A NY | 0 | 1,234 | +1,234 | +100% |
| Confluence Investment Management LLC | 0 | 2,581,084 | +2,581,084 | +100% |
| Simplex Trading LLC | 0 | 13,720 | +13,720 | +100% |
| Mather Group LLC. | 0 | 20 | +20 | +100% |
| Venturi Wealth Management LLC | 0 | 5,546 | +5,546 | +100% |
| OmniStar Financial Group Inc. | 0 | 58,994 | +58,994 | +100% |
| Strategic Investment Advisors MI | 0 | 33,490 | +33,490 | +100% |
| Coastal Investment Advisors Inc. | 0 | 2,997 | +2,997 | +100% |
| Sage Mountain Advisors LLC | 0 | 51 | +51 | +100% |
| Latitude Advisors LLC | 0 | 16,056 | +16,056 | +100% |
| Global Wealth Strategies & Associates | 0 | 66 | +66 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Foster & Motley Inc. | 14,417 | 14,417 | UNCH | 0.00% |
| Boltwood Capital Management | 85,725 | 85,725 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 242 | 242 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 1,795 | 1,795 | UNCH | 0.00% |
| Values First Advisors Inc. | 13 | 13 | UNCH | 0.00% |
| 13F Filers Decreasing SPMB Share Count | ||||
| True North Advisors LLC | 329,486 | 15,669 | -313,817 | -95.24% |
| Cambridge Investment Research Advisors Inc. | 142,324 | 44,448 | -97,876 | -68.77% |
| Garrett Investment Advisors LLC | 39,054 | 15,887 | -23,167 | -59.32% |
| Stratos Wealth Advisors LLC | 33,336 | 17,462 | -15,874 | -47.62% |
| RFG Advisory LLC | 22,228 | 12,484 | -9,744 | -43.84% |
| Wealth Enhancement Advisory Services LLC | 51,705 | 32,686 | -19,019 | -36.78% |
| Rockland Trust Co. | 19,148 | 13,757 | -5,391 | -28.15% |
| Horizon Bancorp Inc. IN | 377 | 277 | -100 | -26.53% |
| Arden Trust Co | 111,231 | 83,781 | -27,450 | -24.68% |
| Atticus Wealth Management LLC | 91 | 74 | -17 | -18.68% |
| Courier Capital LLC | 11,528 | 9,436 | -2,092 | -18.15% |
| ST Germain D J Co. Inc. | 776,375 | 687,462 | -88,913 | -11.45% |
| Gradient Investments LLC | 1,132 | 1,013 | -119 | -10.51% |
| WBH Advisory Inc. | 36,498 | 33,560 | -2,938 | -8.05% |
| Trilogy Capital Inc. | 54,782 | 51,310 | -3,472 | -6.34% |
| Allworth Financial LP | 267,004 | 258,079 | -8,925 | -3.34% |
| Carr Financial Group Corp | 484,683 | 473,767 | -10,916 | -2.25% |
| FirstPurpose Wealth LLC | 47,599 | 46,785 | -814 | -1.71% |
| Exchange Capital Management Inc. | 62,912 | 62,747 | -165 | -0.26% |
| Capital Investment Advisors LLC | 11,369 | 11,341 | -28 | -0.25% |
| Columbus Macro LLC | 40,002 | 40,001 | -1 | -0.00% |
| 13F Filers Exiting SPMB | ||||
| Security Financial Services INC. | 18,191 | 0 | -18,191 | -100.00% |
| Tennessee Valley Asset Management Partners | 2,976 | 0 | -2,976 | -100.00% |
| Advisor Resource Council | 84,963 | 0 | -84,963 | -100.00% |
| Meridian Wealth Management LLC | 141,311 | 0 | -141,311 | -100.00% |
| Allen Capital Group LLC | 133,425 | 0 | -133,425 | -100.00% |
| Fifth Third Bancorp | 2,088 | 0 | -2,088 | -100.00% |
See Summary: Institutional Holders of SPMB
See Details: Top 10 Hedge Funds Holding SPMB
