HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing TAIL Share Count | ||||
| Citadel Advisors LLC | 9,527 | 35,037 | +25,510 | +267.77% |
| Susquehanna International Group LLP | 40,330 | 68,237 | +27,907 | +69.20% |
| Toroso Investments LLC | 32,317 | 49,238 | +16,921 | +52.36% |
| Simplex Trading LLC | 466 | 691 | +225 | +48.28% |
| InterOcean Capital Group LLC | 24,862 | 28,646 | +3,784 | +15.22% |
| Professional Financial Advisors LLC | 80,872 | 88,394 | +7,522 | +9.30% |
| JJJ Advisors Inc. | 55 | 56 | +1 | +1.82% |
| 13F Filers Reporting New Positions In TAIL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Citizens Financial Group Inc RI | 0 | 783,100 | +783,100 | +100% |
| Two Sigma Securities LLC | 0 | 14,004 | +14,004 | +100% |
| HRT Financial LP | 0 | 10,253 | +10,253 | +100% |
| Crabel Capital Management LLC | 0 | 19,320 | +19,320 | +100% |
| Centric Wealth Management | 0 | 19,355 | +19,355 | +100% |
| Cary Street Partners Investment Advisory LLC | 0 | 11,500 | +11,500 | +100% |
| Advisor Resource Council | 0 | 71,544 | +71,544 | +100% |
| ICA Group Wealth Management LLC | 0 | 1,173 | +1,173 | +100% |
| Significant Wealth Partners LLC | 0 | 98,787 | +98,787 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 6,925 | 6,925 | UNCH | 0.00% |
| Comerica Bank | 1,118 | 1,118 | UNCH | 0.00% |
| National Bank of Canada FI | 363 | 363 | UNCH | 0.00% |
| Royal Bank of Canada | 766 | 766 | UNCH | 0.00% |
| GTS Securities LLC | 60,000 | 60,000 | UNCH | 0.00% |
| Allworth Financial LP | 5 | 5 | UNCH | 0.00% |
| IFP Advisors Inc | 17 | 17 | UNCH | 0.00% |
| Orcam Financial Group | 22,000 | 22,000 | UNCH | 0.00% |
| Resurgent Financial Advisors LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Southland Equity Partners LLC | 27,756 | 27,756 | UNCH | 0.00% |
| 13F Filers Decreasing TAIL Share Count | ||||
| GWM Advisors LLC | 33,333 | 1,612 | -31,721 | -95.16% |
| HighTower Advisors LLC | 907,498 | 65,136 | -842,362 | -92.82% |
| AE Wealth Management LLC | 3,079,633 | 394,075 | -2,685,558 | -87.20% |
| Advisor Group Holdings Inc. | 141,659 | 19,985 | -121,674 | -85.89% |
| Parallel Advisors LLC | 4,377 | 1,327 | -3,050 | -69.68% |
| UBS Group AG | 3,501 | 1,142 | -2,359 | -67.38% |
| Soltis Investment Advisors LLC | 334,344 | 159,967 | -174,377 | -52.15% |
| Adalta Capital Management LLC | 15,300 | 9,600 | -5,700 | -37.25% |
| Wells Fargo & Company MN | 801,104 | 615,516 | -185,588 | -23.17% |
| Wealthsource Partners LLC | 89,242 | 71,577 | -17,665 | -19.79% |
| Gladstone Institutional Advisory LLC | 20,385 | 16,429 | -3,956 | -19.41% |
| LPL Financial LLC | 645,596 | 568,678 | -76,918 | -11.91% |
| Cambridge Investment Research Advisors Inc. | 20,943 | 18,520 | -2,423 | -11.57% |
| B.O.S.S. Retirement Advisors LLC | 141,642 | 134,274 | -7,368 | -5.20% |
| Morgan Stanley | 5,470 | 5,366 | -104 | -1.90% |
| Mid American Wealth Advisory Group Inc. | 341,502 | 339,521 | -1,981 | -0.58% |
| 13F Filers Exiting TAIL | ||||
| Impact Partnership Wealth LLC | 3,046 | 0 | -3,046 | -100.00% |
| Authentikos Wealth Advisory LLC | 48,277 | 0 | -48,277 | -100.00% |
| Richard W. Paul & Associates LLC | 122 | 0 | -122 | -100.00% |
| Oliver Lagore Vanvalin Investment Group | 671 | 0 | -671 | -100.00% |
| Orion Portfolio Solutions LLC | 45,502 | 0 | -45,502 | -100.00% |
| Great Lakes Retirement Inc. | 95,031 | 0 | -95,031 | -100.00% |
| Outlook Wealth Advisors LLC | 20,178 | 0 | -20,178 | -100.00% |
| Townsquare Capital LLC | 10,550 | 0 | -10,550 | -100.00% |
| Integrated Wealth Concepts LLC | 82,380 | 0 | -82,380 | -100.00% |
| Csenge Advisory Group | 14,546 | 0 | -14,546 | -100.00% |
| Jane Street Group LLC | 33,336 | 0 | -33,336 | -100.00% |
| OLD Mission Capital LLC | 97,533 | 0 | -97,533 | -100.00% |
| Baker Avenue Asset Management LP | 429 | 0 | -429 | -100.00% |
| Janney Montgomery Scott LLC | 27,504 | 0 | -27,504 | -100.00% |
| Osborne Partners Capital Management LLC | 11,396 | 0 | -11,396 | -100.00% |
See Summary: Institutional Holders of TAIL
See Details: Top 10 Hedge Funds Holding TAIL
