HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing TFI Share Count | ||||
| Collective Family Office LLC | 5,264 | 40,161 | +34,897 | +662.94% |
| Steel Peak Wealth Management LLC | 27,246 | 72,032 | +44,786 | +164.38% |
| Sterling Financial Group Inc. | 86,083 | 181,790 | +95,707 | +111.18% |
| FOCUS Wealth Advisors LLC | 10,388 | 18,690 | +8,302 | +79.92% |
| Hexagon Capital Partners LLC | 176 | 315 | +139 | +78.98% |
| Revolve Wealth Partners LLC | 307,799 | 352,025 | +44,226 | +14.37% |
| Northwest Capital Management Inc | 2,452 | 2,770 | +318 | +12.97% |
| Northeast Financial Group Inc. | 21,071 | 23,719 | +2,648 | +12.57% |
| Evensky & Katz LLC | 64,805 | 71,934 | +7,129 | +11.00% |
| Fifth Third Securities Inc. | 47,130 | 50,750 | +3,620 | +7.68% |
| Juncture Wealth Strategies LLC | 20,959 | 22,213 | +1,254 | +5.98% |
| Austin Private Wealth LLC | 24,228 | 25,664 | +1,436 | +5.93% |
| GAMMA Investing LLC | 2,898 | 3,013 | +115 | +3.97% |
| Cornerstone Wealth Group LLC | 34,211 | 35,428 | +1,217 | +3.56% |
| Cooper Financial Group | 6,151 | 6,366 | +215 | +3.50% |
| Little House Capital LLC | 20,199 | 20,462 | +263 | +1.30% |
| First Affirmative Financial Network | 9,595 | 9,719 | +124 | +1.29% |
| CWM LLC | 130,602 | 131,738 | +1,136 | +0.87% |
| Wealthcare Advisory Partners LLC | 295,199 | 297,527 | +2,328 | +0.79% |
| Wealth Enhancement Advisory Services LLC | 145,793 | 146,627 | +834 | +0.57% |
| Pinnacle Bank | 751 | 755 | +4 | +0.53% |
| Sunbelt Securities Inc. | 313 | 314 | +1 | +0.32% |
| 13F Filers Reporting New Positions In TFI | ||||
| Woodmont Investment Counsel LLC | 0 | 1,081 | +1,081 | +100% |
| Cumberland Advisors Inc. | 0 | 19,160 | +19,160 | +100% |
| Foster Group Inc. | 0 | 557,561 | +557,561 | +100% |
| Cypress Financial Planning LLC | 0 | 14,727 | +14,727 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Corp MA ADV | 38,759 | 38,759 | UNCH | 0.00% |
| Adirondack Trust Co. | 1,500 | 1,500 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 1,152 | 1,152 | UNCH | 0.00% |
| Exchange Capital Management Inc. | 6,500 | 6,500 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 9,551 | 9,551 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 4,426 | 4,426 | UNCH | 0.00% |
| One Wealth Advisors LLC | 35,205 | 35,205 | UNCH | 0.00% |
| Sound Income Strategies LLC | 836 | 836 | UNCH | 0.00% |
| Colton Groome Financial Advisors LLC | 4,550 | 4,550 | UNCH | 0.00% |
| Bank of New Hampshire | 3,000 | 3,000 | UNCH | 0.00% |
| Eagle Rock Investment Company LLC | 35,221 | 35,221 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 11 | 11 | UNCH | 0.00% |
| Exchange Bank | 4,622 | 4,622 | UNCH | 0.00% |
| 13F Filers Decreasing TFI Share Count | ||||
| Dynamic Advisor Solutions LLC | 7,629 | 5,069 | -2,560 | -33.56% |
| Flagship Harbor Advisors LLC | 12,230 | 9,162 | -3,068 | -25.09% |
| APCM Wealth Management for Individuals | 3,413 | 2,655 | -758 | -22.21% |
| Park Avenue Securities LLC | 56,301 | 43,939 | -12,362 | -21.96% |
| CX Institutional | 7,456 | 6,316 | -1,140 | -15.29% |
| Claro Advisors LLC | 15,739 | 14,085 | -1,654 | -10.51% |
| Park Place Capital Corp | 958 | 861 | -97 | -10.13% |
| Stratos Wealth Advisors LLC | 16,090 | 15,079 | -1,011 | -6.28% |
| Wealthcare Capital Management LLC | 204,384 | 191,700 | -12,684 | -6.21% |
| Financial Life Advisors | 29,387 | 27,621 | -1,766 | -6.01% |
| PFW Advisors LLC | 17,142 | 16,152 | -990 | -5.78% |
| Private Ocean LLC | 2,120 | 2,024 | -96 | -4.53% |
| Steele Capital Management Inc. | 163,419 | 157,846 | -5,573 | -3.41% |
| OneAscent Financial Services LLC | 12,629 | 12,212 | -417 | -3.30% |
| Versant Capital Management Inc | 97,763 | 95,802 | -1,961 | -2.01% |
| WBH Advisory Inc. | 29,094 | 28,562 | -532 | -1.83% |
| ST Germain D J Co. Inc. | 46,297 | 45,561 | -736 | -1.59% |
| Omega Financial Group LLC | 22,988 | 22,897 | -91 | -0.40% |
| Mather Group LLC. | 198,423 | 198,010 | -413 | -0.21% |
| 13F Filers Exiting TFI | ||||
| Processus Wealth & Capital Management LLC | 11,042 | 0 | -11,042 | -100.00% |
| Independent Wealth Network Inc. | 23,083 | 0 | -23,083 | -100.00% |
| Hennion & Walsh Asset Management Inc. | 14,742 | 0 | -14,742 | -100.00% |
| ACT Advisors LLC. | 337,656 | 0 | -337,656 | -100.00% |
| International Assets Investment Management LLC | 11,468 | 0 | -11,468 | -100.00% |
| Inscription Capital LLC | 5,000 | 0 | -5,000 | -100.00% |
| Cypress Wealth Services LLC | 6,502 | 0 | -6,502 | -100.00% |
| RFG Advisory LLC | 8,429 | 0 | -8,429 | -100.00% |
| Miracle Mile Advisors LLC | 5,878 | 0 | -5,878 | -100.00% |
See Summary: Institutional Holders of TFI
See Details: Top 10 Hedge Funds Holding TFI
