HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SSO Share Count | ||||
| Executive Wealth Group LLC | 8,400 | 25,200 | +16,800 | +200.00% |
| Founders Financial Securities LLC | 3,879 | 4,130 | +251 | +6.47% |
| GenWealth Group Inc. | 79,678 | 82,924 | +3,246 | +4.07% |
| Unique Wealth LLC | 166,457 | 169,434 | +2,977 | +1.79% |
| CRA Financial Services LLC | 5,072 | 5,095 | +23 | +0.45% |
| Sunbelt Securities Inc. | 1,960 | 1,962 | +2 | +0.10% |
| 13F Filers Reporting New Positions In SSO | ||||
| Exchange Traded Concepts LLC | 0 | 72,115 | +72,115 | +100% |
| Sovereign Financial Group Inc. | 0 | 20,007 | +20,007 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Corp MA ADV | 32,616 | 32,616 | UNCH | 0.00% |
| D. Scott Neal Inc. | 22,904 | 22,904 | UNCH | 0.00% |
| Grandview Asset Management LLC | 8,200 | 8,200 | UNCH | 0.00% |
| Steel Peak Wealth Management LLC | 8,880 | 8,880 | UNCH | 0.00% |
| TruWealth Advisors LLC | 4,829 | 4,829 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 40 | 40 | UNCH | 0.00% |
| Daymark Wealth Partners LLC | 3,920 | 3,920 | UNCH | 0.00% |
| 13F Filers Decreasing SSO Share Count | ||||
| Sinecera Capital LLC | 107,666 | 16,489 | -91,177 | -84.69% |
| CWM LLC | 174 | 81 | -93 | -53.45% |
| MKT Advisors LLC | 4,800 | 3,200 | -1,600 | -33.33% |
| Palumbo Wealth Management LLC | 6,404 | 5,214 | -1,190 | -18.58% |
| Robinson Value Management Ltd. | 177,866 | 147,271 | -30,595 | -17.20% |
| Toth Financial Advisory Corp | 166,287 | 142,644 | -23,643 | -14.22% |
| Kingswood Wealth Advisors LLC | 54,844 | 47,329 | -7,515 | -13.70% |
| Brookstone Capital Management | 278,670 | 245,080 | -33,590 | -12.05% |
| Stratos Wealth Partners LTD. | 15,430 | 13,922 | -1,508 | -9.77% |
| Galvin Gaustad & Stein LLC | 7,245 | 6,595 | -650 | -8.97% |
| Wealth Enhancement Advisory Services LLC | 15,924 | 14,656 | -1,268 | -7.96% |
| 13F Filers Exiting SSO | ||||
| PPS&V Asset Management Consultants Inc. | 29,006 | 0 | -29,006 | -100.00% |
| WoodTrust Financial Corp | 22,512 | 0 | -22,512 | -100.00% |
| IMC Chicago LLC | 230,482 | 0 | -230,482 | -100.00% |
See Summary: Institutional Holders of SSO
See Details: Top 10 Hedge Funds Holding SSO
