HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing TFLO Share Count | ||||
| APCM Wealth Management for Individuals | 262 | 2,599 | +2,337 | +891.98% |
| Yoder Wealth Management Inc. | 10,550 | 36,442 | +25,892 | +245.42% |
| Stratos Wealth Partners LTD. | 38,278 | 101,394 | +63,116 | +164.89% |
| MKT Advisors LLC | 39,938 | 104,589 | +64,651 | +161.88% |
| Mainsail Asset Management LLC | 5,691 | 12,001 | +6,310 | +110.88% |
| Clearview Wealth Advisors LLC | 17,557 | 35,761 | +18,204 | +103.69% |
| Retirement Planning Group | 87,230 | 157,876 | +70,646 | +80.99% |
| Range Financial Group LLC | 6,300 | 11,177 | +4,877 | +77.41% |
| Ignite Planners LLC | 22,406 | 37,682 | +15,276 | +68.18% |
| Wealthcare Advisory Partners LLC | 6,552 | 10,281 | +3,729 | +56.91% |
| Shira Ridge Wealth Management | 7,456 | 11,295 | +3,839 | +51.49% |
| Northwest Capital Management Inc | 2,423 | 3,274 | +851 | +35.12% |
| Founders Financial Securities LLC | 221,944 | 287,211 | +65,267 | +29.41% |
| Moulton Wealth Management Inc. | 391,069 | 449,757 | +58,688 | +15.01% |
| Dynamic Advisor Solutions LLC | 79,234 | 91,061 | +11,827 | +14.93% |
| S. R. Schill & Associates | 3,980 | 4,547 | +567 | +14.25% |
| Sound Income Strategies LLC | 2,463 | 2,781 | +318 | +12.91% |
| Strategic Financial Concepts LLC | 71,826 | 80,578 | +8,752 | +12.19% |
| Sovereign Financial Group Inc. | 16,992 | 18,938 | +1,946 | +11.45% |
| Disciplined Investments LLC | 85,237 | 94,410 | +9,173 | +10.76% |
| St. Louis Financial Planners Asset Management LLC | 196,055 | 213,760 | +17,705 | +9.03% |
| BTS Asset Management Inc. | 14,558 | 15,857 | +1,299 | +8.92% |
| RHS Financial LLC | 4,394 | 4,654 | +260 | +5.92% |
| Capital Asset Advisory Services LLC | 942,424 | 976,214 | +33,790 | +3.59% |
| Pinnacle Bank | 123 | 127 | +4 | +3.25% |
| Northwest Quadrant Wealth Management LLC | 736,613 | 746,822 | +10,209 | +1.39% |
| Montecito Bank & Trust | 96,613 | 97,758 | +1,145 | +1.19% |
| Weaver Consulting Group | 253,713 | 256,677 | +2,964 | +1.17% |
| Cedar Brook Financial Partners LLC | 7,931 | 8,004 | +73 | +0.92% |
| Guidance Capital Inc. | 26,576 | 26,707 | +131 | +0.49% |
| Vishria Bird Financial Group LLC | 144,104 | 144,660 | +556 | +0.39% |
| Mather Group LLC. | 47,980 | 48,037 | +57 | +0.12% |
| Steele Capital Management Inc. | 30,096 | 30,122 | +26 | +0.09% |
| 13F Filers Reporting New Positions In TFLO | ||||
| Woodmont Investment Counsel LLC | 0 | 3,086 | +3,086 | +100% |
| Farmers & Merchants Investments Inc. | 0 | 50 | +50 | +100% |
| Parkside Advisors LLC | 0 | 24,965 | +24,965 | +100% |
| Tsfg LLC | 0 | 59,790 | +59,790 | +100% |
| Iron Horse Wealth Management LLC | 0 | 1 | +1 | +100% |
| Piscataqua Savings Bank | 0 | 7 | +7 | +100% |
| Sebold Capital Management Inc. | 0 | 5,434 | +5,434 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JJJ Advisors Inc. | 190 | 190 | UNCH | 0.00% |
| Navalign LLC | 5,550 | 5,550 | UNCH | 0.00% |
| GoalVest Advisory LLC | 214 | 214 | UNCH | 0.00% |
| 13F Filers Decreasing TFLO Share Count | ||||
| Bay Harbor Wealth Management LLC | 106,499 | 57 | -106,442 | -99.95% |
| Park Avenue Securities LLC | 2,206,690 | 56,036 | -2,150,654 | -97.46% |
| Austin Private Wealth LLC | 218,189 | 7,918 | -210,271 | -96.37% |
| CWM LLC | 3,714,675 | 173,671 | -3,541,004 | -95.32% |
| Pettinga Financial Advisors LLC | 71,098 | 4,139 | -66,959 | -94.18% |
| Steel Peak Wealth Management LLC | 167,296 | 10,100 | -157,196 | -93.96% |
| MV Capital Management Inc. | 270,528 | 21,737 | -248,791 | -91.96% |
| Horst & Graben Wealth Management LLC | 295,649 | 29,660 | -265,989 | -89.97% |
| Advisor Resource Council | 42,510 | 4,355 | -38,155 | -89.76% |
| Cypress Wealth Services LLC | 60,338 | 6,724 | -53,614 | -88.86% |
| Harbor Investment Advisory LLC | 238 | 48 | -190 | -79.83% |
| Raymond James & Associates | 1,230,477 | 298,166 | -932,311 | -75.77% |
| Signal Advisors Wealth LLC | 29,680 | 9,078 | -20,602 | -69.41% |
| Firethorn Wealth Partners LLC | 30,782 | 10,985 | -19,797 | -64.31% |
| Apeiron RIA LLC | 61,246 | 21,918 | -39,328 | -64.21% |
| Park Place Capital Corp | 21,028 | 8,895 | -12,133 | -57.70% |
| Panoramic Investment Advisors LLC | 35,667 | 16,365 | -19,302 | -54.12% |
| Nilsine Partners LLC | 25,736 | 12,275 | -13,461 | -52.30% |
| Market Street Wealth Management Advisors LLC | 34,933 | 17,633 | -17,300 | -49.52% |
| Cooper Financial Group | 12,871 | 6,841 | -6,030 | -46.85% |
| Calton & Associates Inc. | 17,760 | 10,222 | -7,538 | -42.44% |
| Arden Trust Co | 415,372 | 241,133 | -174,239 | -41.95% |
| Lane & Associates LLC | 17,610 | 10,298 | -7,312 | -41.52% |
| RFG Advisory LLC | 136,933 | 81,237 | -55,696 | -40.67% |
| Dohj LLC | 64,710 | 41,407 | -23,303 | -36.01% |
| Taylor & Morgan Wealth Management LLC | 22,877 | 15,384 | -7,493 | -32.75% |
| Sharkey Howes & Javer | 237,873 | 162,146 | -75,727 | -31.84% |
| AdvisorNet Financial Inc | 32,881 | 22,766 | -10,115 | -30.76% |
| Brookstone Capital Management | 239,950 | 166,197 | -73,753 | -30.74% |
| WJ Wealth Management LLC | 405,715 | 284,606 | -121,109 | -29.85% |
| NBC Securities Inc. | 1,417 | 998 | -419 | -29.57% |
| Trilogy Capital Inc. | 7,751 | 5,648 | -2,103 | -27.13% |
| OMNI 360 Wealth Inc. | 7,025 | 5,234 | -1,791 | -25.49% |
| LexAurum Advisors LLC | 14,104 | 10,581 | -3,523 | -24.98% |
| Salem Investment Counselors Inc. | 1,004 | 772 | -232 | -23.11% |
| Advocacy Wealth Management Services LLC | 1,220,066 | 938,753 | -281,313 | -23.06% |
| Criterion Capital Advisors LLC | 1,934 | 1,591 | -343 | -17.74% |
| Clarity Financial LLC | 29,006 | 24,215 | -4,791 | -16.52% |
| Wealth Enhancement Advisory Services LLC | 80,384 | 67,375 | -13,009 | -16.18% |
| Portside Wealth Group LLC | 5,180 | 4,427 | -753 | -14.54% |
| Flagship Harbor Advisors LLC | 8,669 | 7,741 | -928 | -10.70% |
| American National Bank | 8,421 | 7,642 | -779 | -9.25% |
| Sunbelt Securities Inc. | 3,286 | 3,000 | -286 | -8.70% |
| New Capital Management LP | 93,973 | 87,860 | -6,113 | -6.51% |
| Core Wealth Partners LLC | 15,882 | 14,882 | -1,000 | -6.30% |
| Caldwell Sutter Capital Inc. | 524 | 492 | -32 | -6.11% |
| Raymond James Financial Services Advisors Inc. | 1,885,043 | 1,770,621 | -114,422 | -6.07% |
| Fortune 45 LLC | 59,258 | 58,575 | -683 | -1.15% |
| Insight Folios Inc | 7,751 | 7,672 | -79 | -1.02% |
| Private Ocean LLC | 14,947 | 14,824 | -123 | -0.82% |
| Cravens & Co Advisors LLC | 12,669 | 12,632 | -37 | -0.29% |
| Helen Stephens Group LLC | 35,489 | 35,403 | -86 | -0.24% |
| Legacy Wealth Asset Management LLC | 211,560 | 211,460 | -100 | -0.05% |
| 13F Filers Exiting TFLO | ||||
| Mosley Wealth Management | 29,039 | 0 | -29,039 | -100.00% |
| CAP Partners LLC | 7,348 | 0 | -7,348 | -100.00% |
| PFS Partners LLC | 111,165 | 0 | -111,165 | -100.00% |
| Arlington Trust Co LLC | 12 | 0 | -12 | -100.00% |
| Cobblestone Asset Management LLC | 92,573 | 0 | -92,573 | -100.00% |
| Hoxton Planning & Management LLC | 34,180 | 0 | -34,180 | -100.00% |
| Cyndeo Wealth Partners LLC | 9,365 | 0 | -9,365 | -100.00% |
| Strata Wealth Advisors LLC | 12,747 | 0 | -12,747 | -100.00% |
| Sutton Place Investors LLC | 15,037 | 0 | -15,037 | -100.00% |
| Security Financial Services INC. | 151,137 | 0 | -151,137 | -100.00% |
| Buttonwood Financial Group LLC | 77,877 | 0 | -77,877 | -100.00% |
| Williams Financial LLC | 122,862 | 0 | -122,862 | -100.00% |
| Legacy Financial Group LLC | 4,486 | 0 | -4,486 | -100.00% |
| ONE Advisory Partners LLC | 117,574 | 0 | -117,574 | -100.00% |
| Atticus Wealth Management LLC | 39 | 0 | -39 | -100.00% |
| RDA Financial Network | 4,759 | 0 | -4,759 | -100.00% |
| Aspire Private Capital LLC | 8,611 | 0 | -8,611 | -100.00% |
| Ellis Investment Partners LLC | 5,005 | 0 | -5,005 | -100.00% |
| One Wealth Advisors LLC | 141,333 | 0 | -141,333 | -100.00% |
| Stratos Wealth Advisors LLC | 44,617 | 0 | -44,617 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 235 | 0 | -235 | -100.00% |
| Hanson & Doremus Investment Management | 71 | 0 | -71 | -100.00% |
| Massmutual Trust Co. FSB ADV | 348 | 0 | -348 | -100.00% |
| Tompkins Financial Corp | 69 | 0 | -69 | -100.00% |
See Summary: Institutional Holders of TFLO
See Details: Top 10 Hedge Funds Holding TFLO
