HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing STPZ Share Count | ||||
| Arbor Investment Advisors LLC | 35,463 | 55,648 | +20,185 | +56.92% |
| Stratos Wealth Advisors LLC | 17,893 | 19,875 | +1,982 | +11.08% |
| Raymond James & Associates | 7,941 | 8,309 | +368 | +4.63% |
| 13F Filers Reporting New Positions In STPZ | ||||
| ST Germain D J Co. Inc. | 0 | 39 | +39 | +100% |
| Pasadena Private Wealth LLC | 0 | 169,338 | +169,338 | +100% |
| Eagle Strategies LLC | 0 | 12,786 | +12,786 | +100% |
| Simplicity Wealth LLC | 0 | 372,943 | +372,943 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Atwood & Palmer Inc. | 4,900 | 4,900 | UNCH | 0.00% |
| Diversified Trust Co | 6,330 | 6,330 | UNCH | 0.00% |
| Courage Miller Partners LLC | 10,168 | 10,168 | UNCH | 0.00% |
| Evanson Asset Management LLC | 6,306 | 6,306 | UNCH | 0.00% |
| Pinnacle Bank | 455 | 455 | UNCH | 0.00% |
| Columbus Macro LLC | 4,816 | 4,816 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 63 | 63 | UNCH | 0.00% |
| 13F Filers Decreasing STPZ Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 19,192 | 4,366 | -14,826 | -77.25% |
| CWM LLC | 3,033 | 2,169 | -864 | -28.49% |
| Spire Wealth Management | 4,142 | 3,282 | -860 | -20.76% |
| Tyche Wealth Partners LLC | 9,363 | 7,903 | -1,460 | -15.59% |
| Cambridge Investment Research Advisors Inc. | 27,306 | 25,062 | -2,244 | -8.22% |
| Allworth Financial LP | 20,759 | 19,160 | -1,599 | -7.70% |
| Parkside Advisors LLC | 16,128 | 15,212 | -916 | -5.68% |
| Burt Wealth Advisors | 17,475 | 16,812 | -663 | -3.79% |
| Signet Financial Management LLC | 4,544 | 4,491 | -53 | -1.17% |
| 13F Filers Exiting STPZ | ||||
| BKM Wealth Management LLC | 75 | 0 | -75 | -100.00% |
| Newbridge Financial Services Group Inc. | 2,691 | 0 | -2,691 | -100.00% |
| Sage Mountain Advisors LLC | 1,834 | 0 | -1,834 | -100.00% |
| Dynamic Advisor Solutions LLC | 7,243 | 0 | -7,243 | -100.00% |
| Founders Financial Securities LLC | 6,536 | 0 | -6,536 | -100.00% |
See Summary: Institutional Holders of STPZ
See Details: Top 10 Hedge Funds Holding STPZ
