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XNTK Holdings Changes image
This page summarizes the XNTK 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 XNTK 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 XNTK Share Count
JPMorgan Chase & Co. 674 2,385 +1,711 +253.86%
LPL Financial LLC 131,982 219,552 +87,570 +66.35%
Private Advisor Group LLC 23,963 38,204 +14,241 +59.43%
Advisor Group Holdings Inc. 7,964 9,867 +1,903 +23.90%
Joseph P. Lucia & Associates LLC 2,461 2,875 +414 +16.82%
Cambridge Investment Research Advisors Inc. 4,213 4,726 +513 +12.18%
Private Trust Co. NA 101 111 +10 +9.90%
Geneva Partners LLC 7,046 7,708 +662 +9.40%
Wells Fargo & Company MN 109,454 117,737 +8,283 +7.57%
ZRC Wealth Management LLC 68 69 +1 +1.47%
SFG Wealth Management LLC. 12,197 12,326 +129 +1.06%
Janney Montgomery Scott LLC 1,785 1,793 +8 +0.45%
CWM LLC 527 528 +1 +0.19%
Acorn Financial Advisory Services Inc. ADV 1,752 1,753 +1 +0.06%
Blair William & Co. IL 1,837 1,838 +1 +0.05%
13F Filers Reporting New Positions In XNTK
Cedar Mountain Advisors LLC 0 0 UNCH 100%
Chatham Capital Group Inc. 0 1,150 +1,150 +100%
Hollencrest Capital Management 0 28 +28 +100%
CIBC Private Wealth Group LLC 0 343 +343 +100%
North Star Investment Management Corp. 0 34 +34 +100%
Savant Capital LLC 0 1,102 +1,102 +100%
Buckingham Strategic Wealth LLC 0 1,126 +1,126 +100%
Alpha Cubed Investments LLC 0 1,124 +1,124 +100%
17 Capital Partners LLC 0 1,493 +1,493 +100%
Great Valley Advisor Group Inc. 0 1,682 +1,682 +100%
Coastal Investment Advisors Inc. 0 120 +120 +100%
Private Capital Management LLC 0 2,866 +2,866 +100%
Client 1ST Advisory Group LLC 0 1,109 +1,109 +100%
GoalVest Advisory LLC 0 1,900 +1,900 +100%
Win Advisors Inc. 0 66,153 +66,153 +100%
PCG Wealth Advisors LLC 0 1,127 +1,127 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 1 1 UNCH 0.00%
The PNC Financial Services Group Inc. 16,166 16,166 UNCH 0.00%
NBC Securities Inc. 53 53 UNCH 0.00%
Creative Financial Designs Inc. ADV 305 305 UNCH 0.00%
Financial Counselors Inc. 2,200 2,200 UNCH 0.00%
Tompkins Financial Corp 500 500 UNCH 0.00%
Commerce Bank 1,957 1,957 UNCH 0.00%
Adirondack Trust Co. 380 380 UNCH 0.00%
Park Avenue Securities LLC 4,428 4,428 UNCH 0.00%
KCM Investment Advisors LLC 4,985 4,985 UNCH 0.00%
Brown Advisory Inc. 4,000 4,000 UNCH 0.00%
AdvisorNet Financial Inc 163 163 UNCH 0.00%
Atlas Capital Advisors LLC 99 99 UNCH 0.00%
Institute for Wealth Management LLC. 5,330 5,330 UNCH 0.00%
Madden Advisory Services Inc. 1,379 1,379 UNCH 0.00%
Tortoise Investment Management LLC 191 191 UNCH 0.00%
Capital Investment Advisory Services LLC 1 1 UNCH 0.00%
REDW Wealth LLC 1,277 1,277 UNCH 0.00%
McIlrath & Eck LLC 425 425 UNCH 0.00%
Keystone Financial Group 2,015 2,015 UNCH 0.00%
Aries Wealth Management 1,600 1,600 UNCH 0.00%
Independence Bank of Kentucky 915 915 UNCH 0.00%
Tsfg LLC 70 70 UNCH 0.00%
Apeiron RIA LLC 1,691 1,691 UNCH 0.00%
Archer Investment Corp 73 73 UNCH 0.00%
IAG Wealth Partners LLC 155 155 UNCH 0.00%
Strengthening Families & Communities LLC 138 138 UNCH 0.00%
CI Private Wealth LLC 1,666 1,666 UNCH 0.00%
Auto Owners Insurance Co 1,194,100 1,194,100 UNCH 0.00%
GAMMA Investing LLC 2,205 2,205 UNCH 0.00%
Smartleaf Asset Management LLC 20 20 UNCH 0.00%
13F Filers Decreasing XNTK Share Count
Silicon Valley Capital Partners 501 1 -500 -99.80%
Baker Tilly Financial LLC 11,964 1,627 -10,337 -86.40%
Global Retirement Partners LLC 701 110 -591 -84.31%
Commonwealth Equity Services LLC 8,062 5,160 -2,902 -36.00%
Koshinski Asset Management Inc. 14,185 10,885 -3,300 -23.26%
Legacy Capital Group California Inc. 1,724 1,326 -398 -23.09%
US Bancorp DE 268 221 -47 -17.54%
Proequities Inc. 611 505 -106 -17.35%
Raymond James Financial Services Advisors Inc. 4,006 3,360 -646 -16.13%
Phillips Financial Management LLC 69 59 -10 -14.49%
Syntegra Private Wealth Group LLC 1,366 1,190 -176 -12.88%
Envestnet Portfolio Solutions Inc. 2,140 1,893 -247 -11.54%
Mutual Advisors LLC 7,248 6,620 -628 -8.66%
Fulcrum Equity Management 7,198 6,622 -576 -8.00%
Sandy Spring Bank 1,030 950 -80 -7.77%
Quadcap Wealth Management LLC 4,963 4,619 -344 -6.93%
Stanley Laman Group Ltd. 2,079 1,953 -126 -6.06%
Raymond James & Associates 1,642 1,558 -84 -5.12%
RFP Financial Group LLC 889 849 -40 -4.50%
Peapack Gladstone Financial Corp 9,086 8,691 -395 -4.35%
Leo Wealth LLC 2,033 1,950 -83 -4.08%
Country Club Bank GFN 18,116 17,572 -544 -3.00%
Parsons Capital Management Inc. RI 18,680 18,165 -515 -2.76%
Avestar Capital LLC 2,622 2,559 -63 -2.40%
WASHINGTON TRUST Co 1,025 1,015 -10 -0.98%
HighTower Advisors LLC 13,160 13,061 -99 -0.75%
13F Filers Exiting XNTK
Householder Group Estate & Retirement Specialist LLC 4,266 0 -4,266 -100.00%
Latitude Advisors LLC 3,162 0 -3,162 -100.00%
KWB Wealth 4,897 0 -4,897 -100.00%
Venturi Wealth Management LLC 11 0 -11 -100.00%
Belvedere Trading LLC 199 0 -199 -100.00%
SMI Advisory Services LLC 29,662 0 -29,662 -100.00%
Oakworth Capital Inc. 121 0 -121 -100.00%
Adviser Investments LLC 2,124 0 -2,124 -100.00%
Susquehanna International Group LLP 7,856 0 -7,856 -100.00%
GSA Capital Partners LLP 2,499 0 -2,499 -100.00%

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

XNTK Holdings Changes | www.HoldingsChannel.com

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