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XMMO Holdings Changes image
This page summarizes the XMMO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether XMMO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing XMMO Share Count
Park Avenue Securities LLC 3,906 11,485 +7,579 +194.03%
Ausdal Financial Partners Inc. 4,020 7,235 +3,215 +79.98%
CWM LLC 22,410 40,121 +17,711 +79.03%
Pinnacle Bank 53 69 +16 +30.19%
ACT Wealth Management LLC 6,730 6,736 +6 +0.09%
13F Filers Reporting New Positions In XMMO
Peoples Bank KS 0 67 +67 +100%
13F Filers With Unchanged Share Count
AdvisorNet Financial Inc 100 100 UNCH 0.00%
Harbor Investment Advisory LLC 575 575 UNCH 0.00%
AFG Fiduciary Services Limited Partnership 3,513 3,513 UNCH 0.00%
Register Financial Advisors LLC 107 107 UNCH 0.00%
Tanglewood Legacy Advisors LLC 445 445 UNCH 0.00%
Sunpointe LLC 2,902 2,902 UNCH 0.00%
13F Filers Decreasing XMMO Share Count
Capital Planning LLC 3,629 2,007 -1,622 -44.70%
Systelligence LLC 141,995 115,254 -26,741 -18.83%
International Assets Investment Management LLC 4,046 3,363 -683 -16.88%
Verde Capital Management 22,025 18,904 -3,121 -14.17%
Dynamic Advisor Solutions LLC 5,057 4,421 -636 -12.58%
City State Bank 400 350 -50 -12.50%
NBC Securities Inc. 296 265 -31 -10.47%
Stratos Wealth Partners LTD. 17,985 17,081 -904 -5.03%
Patten Group Inc. 4,620 4,580 -40 -0.87%
Wealth Enhancement Advisory Services LLC 472,329 468,358 -3,971 -0.84%
Southland Equity Partners LLC 21,659 21,525 -134 -0.62%
13F Filers Exiting XMMO
Voisard Asset Management Group Inc. 333 0 -333 -100.00%
Independent Wealth Network Inc. 2,292 0 -2,292 -100.00%
Beacon Capital Management Inc. 423 0 -423 -100.00%
Moody National Bank Trust Division 24,340 0 -24,340 -100.00%

See Summary: Institutional Holders of XMMO
See Details: Top 10 Hedge Funds Holding XMMO

XMMO Holdings Changes | www.HoldingsChannel.com

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