HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VNLA Share Count | ||||
| Lloyd Advisory Services LLC. | 55,316 | 375,980 | +320,664 | +579.69% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 4,197 | 8,547 | +4,350 | +103.65% |
| Stablepoint Partners LLC | 117,243 | 152,071 | +34,828 | +29.71% |
| Vicus Capital | 28,145 | 32,446 | +4,301 | +15.28% |
| Dynamic Advisor Solutions LLC | 317,887 | 350,571 | +32,684 | +10.28% |
| WESPAC Advisors SoCal LLC | 52,491 | 57,159 | +4,668 | +8.89% |
| Pallas Capital Advisors LLC | 70,099 | 76,198 | +6,099 | +8.70% |
| Ballew Advisors Inc | 29,665 | 30,712 | +1,047 | +3.53% |
| KMG Fiduciary Partners LLC | 136,111 | 139,493 | +3,382 | +2.48% |
| Rise Advisors LLC | 197,066 | 201,432 | +4,366 | +2.22% |
| Courier Capital LLC | 402,661 | 405,649 | +2,988 | +0.74% |
| Signature Securities Group Corporation | 4,725 | 4,755 | +30 | +0.63% |
| Capstone Triton Financial Group LLC | 76,303 | 76,446 | +143 | +0.19% |
| Raymond James & Associates | 888,234 | 889,791 | +1,557 | +0.18% |
| Accel Wealth Management | 235,368 | 235,704 | +336 | +0.14% |
| 13F Filers Reporting New Positions In VNLA | ||||
| Fundamentun LLC | 0 | 4,173 | +4,173 | +100% |
| Hexagon Capital Partners LLC | 0 | 207 | +207 | +100% |
| New Century Financial Group LLC | 0 | 5,200 | +5,200 | +100% |
| Edge Financial Advisors LLC | 0 | 15,047 | +15,047 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,004 | 1,004 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 500 | 500 | UNCH | 0.00% |
| Northwest Capital Management Inc | 281 | 281 | UNCH | 0.00% |
| International Assets Investment Management LLC | 7,228 | 7,228 | UNCH | 0.00% |
| WFA Asset Management Corp | 464 | 464 | UNCH | 0.00% |
| 13F Filers Decreasing VNLA Share Count | ||||
| Gradient Investments LLC | 278 | 32 | -246 | -88.49% |
| Means Investment CO. Inc. | 8,149 | 5,982 | -2,167 | -26.59% |
| Atwood & Palmer Inc. | 21,395 | 16,085 | -5,310 | -24.82% |
| Global Retirement Partners LLC | 5,223 | 4,003 | -1,220 | -23.36% |
| Capital Advisors Wealth Management LLC | 23,599 | 18,185 | -5,414 | -22.94% |
| RFG Advisory LLC | 18,636 | 14,835 | -3,801 | -20.40% |
| TruWealth Advisors LLC | 5,598 | 4,597 | -1,001 | -17.88% |
| Quad Cities Investment Group LLC | 14,694 | 12,092 | -2,602 | -17.71% |
| Atlas Private Wealth Management | 39,489 | 32,549 | -6,940 | -17.57% |
| Raymond James Financial Services Advisors Inc. | 592,454 | 522,485 | -69,969 | -11.81% |
| CWM LLC | 417,979 | 394,711 | -23,268 | -5.57% |
| Nations Financial Group Inc. IA ADV | 6,844 | 6,565 | -279 | -4.08% |
| Wealth Enhancement Advisory Services LLC | 108,026 | 104,718 | -3,308 | -3.06% |
| Trust Co | 39,324 | 38,307 | -1,017 | -2.59% |
| Whitaker Myers Wealth Managers LTD. | 6,871 | 6,804 | -67 | -0.98% |
| Capital Advisors Ltd. LLC | 20,786 | 20,582 | -204 | -0.98% |
| Financial Security Advisor Inc. | 8,215 | 8,153 | -62 | -0.75% |
| 13F Filers Exiting VNLA | ||||
| Muirfield Wealth Advisors LLC | 4,246 | 0 | -4,246 | -100.00% |
| Capital Market Strategies LLC | 6,445 | 0 | -6,445 | -100.00% |
| Sunbelt Securities Inc. | 144 | 0 | -144 | -100.00% |
| AlphaMark Advisors LLC | 100 | 0 | -100 | -100.00% |
See Summary: Institutional Holders of VNLA
See Details: Top 10 Hedge Funds Holding VNLA
