HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing STEW Share Count | ||||
| Private Advisor Group LLC | 11,863 | 18,855 | +6,992 | +58.94% |
| Blue Bell Private Wealth Management LLC | 116,869 | 135,726 | +18,857 | +16.14% |
| Kingswood Wealth Advisors LLC | 42,550 | 49,225 | +6,675 | +15.69% |
| Matisse Capital | 155,000 | 170,000 | +15,000 | +9.68% |
| Commonwealth Equity Services LLC | 25,220 | 26,755 | +1,535 | +6.09% |
| HighTower Advisors LLC | 96,169 | 101,990 | +5,821 | +6.05% |
| Cambridge Investment Research Advisors Inc. | 78,533 | 83,264 | +4,731 | +6.02% |
| Integrated Capital Management Inc. | 11,815 | 12,191 | +376 | +3.18% |
| Horizon Wealth Management LLC | 12,158 | 12,276 | +118 | +0.97% |
| Global Retirement Partners LLC | 5,479 | 5,523 | +44 | +0.80% |
| Rocky Mountain Advisers LLC | 188,935 | 189,795 | +860 | +0.46% |
| NBC Securities Inc. | 9,348 | 9,385 | +37 | +0.40% |
| 13F Filers Reporting New Positions In STEW | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Benjamin Edwards Inc. | 0 | 1,000 | +1,000 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Grace & White Inc. NY | 36,560 | 36,560 | UNCH | 0.00% |
| Alta Capital Management LLC | 31,211 | 31,211 | UNCH | 0.00% |
| American National Bank | 493 | 493 | UNCH | 0.00% |
| Janney Montgomery Scott LLC | 14,323 | 14,323 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 1,500 | 1,500 | UNCH | 0.00% |
| Asset Dedication LLC | 184 | 184 | UNCH | 0.00% |
| CWM LLC | 5,415 | 5,415 | UNCH | 0.00% |
| MCF Advisors LLC | 1,060 | 1,060 | UNCH | 0.00% |
| Sontag Advisory LLC | 14,678 | 14,678 | UNCH | 0.00% |
| Connecticut Wealth Management LLC | 10,128 | 10,128 | UNCH | 0.00% |
| Moloney Securities Asset Management LLC | 10,133 | 10,133 | UNCH | 0.00% |
| Taddei Ludwig & Associates Inc. | 16,168 | 16,168 | UNCH | 0.00% |
| Clear Creek Financial Management LLC | 48,700 | 48,700 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 6,000 | 6,000 | UNCH | 0.00% |
| Stolper Co | 19,105 | 19,105 | UNCH | 0.00% |
| Householder Group Estate & Retirement Specialist LLC | 1,608 | 1,608 | UNCH | 0.00% |
| 13F Filers Decreasing STEW Share Count | ||||
| Allworth Financial LP | 763 | 7 | -756 | -99.08% |
| Raymond James Trust N.A. | 32,283 | 23,693 | -8,590 | -26.61% |
| Roundview Capital LLC | 30,401 | 22,772 | -7,629 | -25.09% |
| Raymond James Financial Services Advisors Inc. | 50,698 | 40,355 | -10,343 | -20.40% |
| Caldwell Sutter Capital Inc. | 14,044 | 12,932 | -1,112 | -7.92% |
| Nations Financial Group Inc. IA ADV | 16,665 | 15,665 | -1,000 | -6.00% |
| Sugarloaf Wealth Management LLC | 47,279 | 44,963 | -2,316 | -4.90% |
| Allspring Global Investments Holdings LLC | 1,062,120 | 1,010,374 | -51,746 | -4.87% |
| Park Avenue Securities LLC | 89,502 | 87,564 | -1,938 | -2.17% |
| Stratos Wealth Partners LTD. | 16,994 | 16,779 | -215 | -1.27% |
| Raymond James & Associates | 333,526 | 330,163 | -3,363 | -1.01% |
| Flagship Harbor Advisors LLC | 200,435 | 200,211 | -224 | -0.11% |
| 13F Filers Exiting STEW | ||||
| Oceanside Advisors LLC | 25,789 | 0 | -25,789 | -100.00% |
| Advisory Services Network LLC | 2,113 | 0 | -2,113 | -100.00% |
| Huntington National Bank | 1,738 | 0 | -1,738 | -100.00% |
See Summary: Institutional Holders of STEW
See Details: Top 10 Hedge Funds Holding STEW
Also See: STEW Insider Buying
