Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing SYLD Share Count | ||||
Valley National Advisers Inc. | 200 | 300 | +100 | +50.00% |
Ausdal Financial Partners Inc. | 6,022 | 8,250 | +2,228 | +37.00% |
AdvisorNet Financial Inc | 330 | 430 | +100 | +30.30% |
Founders Financial Securities LLC | 5,741 | 7,411 | +1,670 | +29.09% |
Wealth Enhancement Advisory Services LLC | 23,208 | 29,648 | +6,440 | +27.75% |
CWM LLC | 76,088 | 92,187 | +16,099 | +21.16% |
Raymond James & Associates | 573,452 | 618,564 | +45,112 | +7.87% |
Southland Equity Partners LLC | 10,250 | 10,990 | +740 | +7.22% |
Breakwater Capital Group | 94,279 | 100,970 | +6,691 | +7.10% |
Kesler Norman & Wride LLC | 83,940 | 88,807 | +4,867 | +5.80% |
Brookstone Capital Management | 57,461 | 60,545 | +3,084 | +5.37% |
Revolve Wealth Partners LLC | 261,613 | 269,955 | +8,342 | +3.19% |
Fermata Advisors LLC | 132,764 | 136,889 | +4,125 | +3.11% |
OxenFree Capital LLC | 10,258 | 10,543 | +285 | +2.78% |
UMA Financial Services Inc. | 5,354 | 5,433 | +79 | +1.48% |
Hubbell Strickland Wealth Management LLC | 3,089 | 3,119 | +30 | +0.97% |
Manchester Financial Inc. | 330,096 | 332,426 | +2,330 | +0.71% |
Evanson Asset Management LLC | 16,393 | 16,483 | +90 | +0.55% |
Compass Ion Advisors LLC | 33,066 | 33,225 | +159 | +0.48% |
Capital Advisors Ltd. LLC | 5,201 | 5,202 | +1 | +0.02% |
13F Filers Reporting New Positions In SYLD | ||||
Diversified Trust Co | 0 | 5,000 | +5,000 | +100% |
Dynamic Advisor Solutions LLC | 0 | 12,876 | +12,876 | +100% |
Sound Income Strategies LLC | 0 | 0 | UNCH | 100% |
Verum Partners LLC | 0 | 7,527 | +7,527 | +100% |
Edge Financial Advisors LLC | 0 | 10,850 | +10,850 | +100% |
Accordant Advisory Group Inc | 0 | 98,296 | +98,296 | +100% |
13F Filers With Unchanged Share Count | ||||
Salem Investment Counselors Inc. | 10 | 10 | UNCH | 0.00% |
Park Avenue Securities LLC | 3,514 | 3,514 | UNCH | 0.00% |
RFG Advisory LLC | 18,189 | 18,189 | UNCH | 0.00% |
MorganRosel Wealth Management LLC | 4,242 | 4,242 | UNCH | 0.00% |
13F Filers Decreasing SYLD Share Count | ||||
International Assets Investment Management LLC | 20,001 | 2,866 | -17,135 | -85.67% |
RFG Holdings Inc. | 241,972 | 188,284 | -53,688 | -22.19% |
Raymond James Financial Services Advisors Inc. | 224,955 | 184,613 | -40,342 | -17.93% |
Parsons Capital Management Inc. RI | 3,512 | 3,127 | -385 | -10.96% |
Sharkey Howes & Javer | 7,256 | 7,004 | -252 | -3.47% |
Ameliora Wealth Management Ltd. | 55,746 | 54,104 | -1,642 | -2.95% |
Wealth Management Partners LLC | 6,176 | 6,156 | -20 | -0.32% |
13F Filers Exiting SYLD | ||||
MCF Advisors LLC | 62 | 0 | -62 | -100.00% |
See Summary: Institutional Holders of SYLD
See Details: Top 10 Hedge Funds Holding SYLD