HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SUSL Share Count | ||||
| Cambridge Investment Research Advisors Inc. | 4,005 | 28,413 | +24,408 | +609.44% |
| Commonwealth Equity Services LLC | 51,308 | 57,327 | +6,019 | +11.73% |
| SWS Partners | 3,051 | 3,274 | +223 | +7.31% |
| Wealth Enhancement Advisory Services LLC | 201,960 | 213,872 | +11,912 | +5.90% |
| Private Capital Management LLC | 7,102 | 7,469 | +367 | +5.17% |
| Allworth Financial LP | 182,687 | 191,218 | +8,531 | +4.67% |
| Stratos Wealth Advisors LLC | 4,071 | 4,094 | +23 | +0.56% |
| United Asset Strategies Inc. | 4,674 | 4,690 | +16 | +0.34% |
| LGT Financial Advisors LLC | 965 | 968 | +3 | +0.31% |
| Private Ocean LLC | 12,591 | 12,608 | +17 | +0.14% |
| 13F Filers Reporting New Positions In SUSL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Institute for Wealth Management LLC. | 0 | 2,200 | +2,200 | +100% |
| Community Financial Services Group LLC | 0 | 4,611 | +4,611 | +100% |
| Mission Wealth Management LP | 0 | 12,698 | +12,698 | +100% |
| Mutual Advisors LLC | 0 | 4,673 | +4,673 | +100% |
| Aries Wealth Management | 0 | 5,976 | +5,976 | +100% |
| Horizon Wealth Management LLC | 0 | 2,214 | +2,214 | +100% |
| Better Money Decisions LLC | 0 | 3,957 | +3,957 | +100% |
| Hoxton Planning & Management LLC | 0 | 2,245 | +2,245 | +100% |
| PFG Investments LLC | 0 | 3,083 | +3,083 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Marino Stram & Associates LLC | 2,451 | 2,451 | UNCH | 0.00% |
| Principal Financial Group Inc. | 122,789 | 122,789 | UNCH | 0.00% |
| GHP Investment Advisors Inc. | 575 | 575 | UNCH | 0.00% |
| Bank of Italy | 4,955,251 | 4,955,251 | UNCH | 0.00% |
| Diversified Trust Co | 3,605 | 3,605 | UNCH | 0.00% |
| Mather Group LLC. | 17,669 | 17,669 | UNCH | 0.00% |
| Friedenthal Financial | 15,835 | 15,835 | UNCH | 0.00% |
| Dynamic Advisor Solutions LLC | 2,631 | 2,631 | UNCH | 0.00% |
| Compass Ion Advisors LLC | 9,600 | 9,600 | UNCH | 0.00% |
| GenTrust LLC | 5,675 | 5,675 | UNCH | 0.00% |
| Larson Financial Group LLC | 275 | 275 | UNCH | 0.00% |
| Global Retirement Partners LLC | 696 | 696 | UNCH | 0.00% |
| Apexium Financial LP | 2,772 | 2,772 | UNCH | 0.00% |
| Your Advocates Ltd. LLP | 1,046 | 1,046 | UNCH | 0.00% |
| Affinity Capital Advisors LLC | 3,813 | 3,813 | UNCH | 0.00% |
| Charter Oak Capital Management LLC | 6,240 | 6,240 | UNCH | 0.00% |
| Spire Wealth Management | 175 | 175 | UNCH | 0.00% |
| MKT Advisors LLC | 3,130 | 3,130 | UNCH | 0.00% |
| Values Added Financial LLC | 10,612 | 10,612 | UNCH | 0.00% |
| Cherry Tree Wealth Management LLC | 98 | 98 | UNCH | 0.00% |
| 13F Filers Decreasing SUSL Share Count | ||||
| Strategic Blueprint LLC | 4,673 | 3,607 | -1,066 | -22.81% |
| Mayflower Financial Advisors LLC | 4,921 | 3,799 | -1,122 | -22.80% |
| Raymond James Financial Services Advisors Inc. | 17,664 | 14,298 | -3,366 | -19.06% |
| Firethorn Wealth Partners LLC | 5,840 | 5,124 | -716 | -12.26% |
| Wealthcare Advisory Partners LLC | 6,247 | 5,524 | -723 | -11.57% |
| Cliftonlarsonallen Wealth Advisors LLC | 83,537 | 73,938 | -9,599 | -11.49% |
| Omega Financial Group LLC | 23,629 | 20,976 | -2,653 | -11.23% |
| True Link Financial Advisors LLC | 6,576 | 5,926 | -650 | -9.88% |
| One Wealth Advisors LLC | 97,574 | 89,106 | -8,468 | -8.68% |
| JGP Wealth Management LLC | 2,924 | 2,720 | -204 | -6.98% |
| Lodestar Private Asset Management LLC | 2,455 | 2,293 | -162 | -6.60% |
| Brookstone Capital Management | 24,237 | 22,879 | -1,358 | -5.60% |
| Evergreen Private Wealth LLC | 1,551 | 1,467 | -84 | -5.42% |
| W Advisors LLC | 76,108 | 72,858 | -3,250 | -4.27% |
| Park Avenue Securities LLC | 8,743 | 8,437 | -306 | -3.50% |
| SNS Financial Group LLC | 9,807 | 9,502 | -305 | -3.11% |
| Private Advisor Group LLC | 8,658 | 8,398 | -260 | -3.00% |
| Csenge Advisory Group | 11,139 | 10,980 | -159 | -1.43% |
| Stratos Wealth Partners LTD. | 8,134 | 8,023 | -111 | -1.36% |
| Foster Group Inc. | 3,051 | 3,013 | -38 | -1.25% |
| Bluestem Financial Advisors LLC | 39,642 | 39,162 | -480 | -1.21% |
| Cypress Wealth Services LLC | 16,990 | 16,936 | -54 | -0.32% |
| Bfsg LLC | 28,475 | 28,442 | -33 | -0.12% |
| Orgel Wealth Management LLC | 11,727 | 11,721 | -6 | -0.05% |
| 13F Filers Exiting SUSL | ||||
| McGlone Suttner Wealth Management Inc. | 1,039 | 0 | -1,039 | -100.00% |
| RCS Financial Planning LLC | 2,425 | 0 | -2,425 | -100.00% |
| WealthShield Partners LLC | 539 | 0 | -539 | -100.00% |
| Millburn Ridgefield Corp | 3,126 | 0 | -3,126 | -100.00% |
See Summary: Institutional Holders of SUSL
See Details: Top 10 Hedge Funds Holding SUSL
