HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VRP Share Count | ||||
| Park Avenue Securities LLC | 46,287 | 67,231 | +20,944 | +45.25% |
| Global Retirement Partners LLC | 39,466 | 56,141 | +16,675 | +42.25% |
| Sound Income Strategies LLC | 2,996 | 3,996 | +1,000 | +33.38% |
| Ashton Thomas Private Wealth LLC | 249,476 | 322,374 | +72,898 | +29.22% |
| Nilsine Partners LLC | 139,521 | 156,952 | +17,431 | +12.49% |
| Windsor Capital Management LLC | 292,346 | 322,029 | +29,683 | +10.15% |
| Raymond James Financial Services Advisors Inc. | 56,124 | 61,691 | +5,567 | +9.92% |
| BTS Asset Management Inc. | 14,330 | 15,337 | +1,007 | +7.03% |
| Pflug Koory LLC | 2,083 | 2,111 | +28 | +1.34% |
| Raymond James & Associates | 101,788 | 102,170 | +382 | +0.38% |
| Evolution Wealth Advisors LLC | 434,895 | 436,032 | +1,137 | +0.26% |
| 13F Filers Reporting New Positions In VRP | ||||
| Ausdal Financial Partners Inc. | 0 | 55,360 | +55,360 | +100% |
| Synergy Financial Management LLC | 0 | 317,802 | +317,802 | +100% |
| Kovack Advisors Inc. | 0 | 8,620 | +8,620 | +100% |
| Disciplined Investments LLC | 0 | 12,863 | +12,863 | +100% |
| Sage Mountain Advisors LLC | 0 | 400 | +400 | +100% |
| Byrne Asset Management LLC | 0 | 80 | +80 | +100% |
| Register Financial Advisors LLC | 0 | 260 | +260 | +100% |
| PFG Investments LLC | 0 | 16,820 | +16,820 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| OLD National Bancorp IN | 34,085 | 34,085 | UNCH | 0.00% |
| Barrett & Company Inc. | 2,722 | 2,722 | UNCH | 0.00% |
| Delta Capital Management LLC | 41,975 | 41,975 | UNCH | 0.00% |
| M&R Capital Management Inc. | 600 | 600 | UNCH | 0.00% |
| Trust Co. of Oklahoma | 10,106 | 10,106 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 5,020 | 5,020 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 82 | 82 | UNCH | 0.00% |
| High Net Worth Advisory Group LLC | 10,800 | 10,800 | UNCH | 0.00% |
| Financial Perspectives Inc | 505 | 505 | UNCH | 0.00% |
| Everpar Advisors LLC | 10,551 | 10,551 | UNCH | 0.00% |
| 13F Filers Decreasing VRP Share Count | ||||
| CWM LLC | 24,527 | 12,516 | -12,011 | -48.97% |
| Wiley BROS. Aintree Capital LLC | 84,522 | 55,110 | -29,412 | -34.80% |
| Seed Wealth Management Inc. | 148,160 | 128,958 | -19,202 | -12.96% |
| Marion Wealth Management | 16,036 | 14,347 | -1,689 | -10.53% |
| Wealth Enhancement Advisory Services LLC | 63,886 | 57,985 | -5,901 | -9.24% |
| Atwood & Palmer Inc. | 9,826 | 8,951 | -875 | -8.90% |
| Fifth Third Bancorp | 8,700 | 7,950 | -750 | -8.62% |
| Duncker Streett & Co. Inc. | 124,738 | 115,604 | -9,134 | -7.32% |
| Cooper Financial Group | 22,886 | 21,515 | -1,371 | -5.99% |
| RVW Wealth LLC | 29,743 | 28,458 | -1,285 | -4.32% |
| Family Investment Center Inc. | 11,536 | 11,229 | -307 | -2.66% |
| Courier Capital LLC | 34,206 | 33,299 | -907 | -2.65% |
| SignalPoint Asset Management LLC | 10,746 | 10,628 | -118 | -1.10% |
| Etesian Wealth Advisors Inc. | 31,371 | 31,239 | -132 | -0.42% |
| Matthew Goff Investment Advisor LLC | 674,598 | 673,280 | -1,318 | -0.20% |
| Summit Financial Group Inc. | 51,865 | 51,765 | -100 | -0.19% |
| 13F Filers Exiting VRP | ||||
| Gradient Investments LLC | 125 | 0 | -125 | -100.00% |
See Summary: Institutional Holders of VRP
See Details: Top 10 Hedge Funds Holding VRP
