HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing TUA Share Count | ||||
| WJ Interests LLC | 52,866 | 290,578 | +237,712 | +449.65% |
| Cambridge Advisors Inc. | 20,502 | 25,755 | +5,253 | +25.62% |
| Raymond James & Associates | 34,508 | 38,555 | +4,047 | +11.73% |
| Altfest L J & Co. Inc. | 130,364 | 132,259 | +1,895 | +1.45% |
| Carlton Hofferkamp & Jenks Wealth Management LLC | 13,534 | 13,667 | +133 | +0.98% |
| 13F Filers Reporting New Positions In TUA | ||||
| Financial Enhancement Group LLC | 0 | 1,332,545 | +1,332,545 | +100% |
| Stratos Wealth Advisors LLC | 0 | 26,380 | +26,380 | +100% |
| Sound Income Strategies LLC | 0 | 130 | +130 | +100% |
| Ferguson Shapiro LLC | 0 | 199,419 | +199,419 | +100% |
| Professional Financial Advisors LLC | 0 | 14,585 | +14,585 | +100% |
| Aprio Wealth Management LLC | 0 | 856,987 | +856,987 | +100% |
| Southern Farm Bureau Life Insurance | 0 | 437,050 | +437,050 | +100% |
| Mid American Wealth Advisory Group Inc. | 0 | 154,912 | +154,912 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 341 | 341 | UNCH | 0.00% |
| 13F Filers Decreasing TUA Share Count | ||||
| Municipal Employees Retirement System of Michigan | 16,534,947 | 634,568 | -15,900,379 | -96.16% |
| Simplex Trading LLC | 50,501 | 9,597 | -40,904 | -81.00% |
| Dakota Wealth Management | 464,998 | 298,643 | -166,355 | -35.78% |
| Peak Financial Advisors LLC | 445,615 | 296,043 | -149,572 | -33.57% |
| GFS Advisors LLC | 10,900 | 9,700 | -1,200 | -11.01% |
| Sage Advisory Services Ltd.Co. | 21,254 | 20,375 | -879 | -4.14% |
| Bank of New York Mellon Corp | 302,222 | 289,962 | -12,260 | -4.06% |
| Commonwealth Equity Services LLC | 188,953 | 187,677 | -1,276 | -0.68% |
| 13F Filers Exiting TUA | ||||
| SFG Wealth Management LLC. | 35,192 | 0 | -35,192 | -100.00% |
| International Assets Investment Management LLC | 13,821 | 0 | -13,821 | -100.00% |
| Lloyd Advisory Services LLC. | 91,543 | 0 | -91,543 | -100.00% |
| Evanson Asset Management LLC | 10,096 | 0 | -10,096 | -100.00% |
| Brookstone Capital Management | 14,397 | 0 | -14,397 | -100.00% |
| Smith Anglin Financial LLC | 13,282 | 0 | -13,282 | -100.00% |
See Summary: Institutional Holders of TUA
See Details: Top 10 Hedge Funds Holding TUA
