HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XONE Share Count | ||||
| Norden Group LLC | 12,800 | 222,324 | +209,524 | +1636.91% |
| Sigma Planning Corp | 12,445 | 76,475 | +64,030 | +514.50% |
| Lloyd Advisory Services LLC. | 12,815 | 74,265 | +61,450 | +479.52% |
| CWM LLC | 47,361 | 87,253 | +39,892 | +84.23% |
| Astoria Portfolio Advisors LLC. | 4,030 | 7,176 | +3,146 | +78.06% |
| Wealthcare Advisory Partners LLC | 11,541 | 19,744 | +8,203 | +71.08% |
| Exchange Capital Management Inc. | 18,878 | 29,449 | +10,571 | +56.00% |
| Warren Street Wealth Advisors LLC | 22,117 | 34,222 | +12,105 | +54.73% |
| Global Retirement Partners LLC | 3,062 | 3,590 | +528 | +17.24% |
| Strategic Blueprint LLC | 9,392 | 10,776 | +1,384 | +14.74% |
| Cambridge Investment Research Advisors Inc. | 20,370 | 22,270 | +1,900 | +9.33% |
| WESPAC Advisors SoCal LLC | 38,507 | 39,497 | +990 | +2.57% |
| Shore Point Advisors LLC | 14,769 | 15,096 | +327 | +2.21% |
| FirstPurpose Wealth LLC | 4,906 | 4,958 | +52 | +1.06% |
| 13F Filers Reporting New Positions In XONE | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Argus Investors Counsel Inc. | 0 | 19,219 | +19,219 | +100% |
| Mather Group LLC. | 0 | 324 | +324 | +100% |
| FinTrust Capital Advisors LLC | 0 | 1,212 | +1,212 | +100% |
| Sunbelt Securities Inc. | 0 | 13,366 | +13,366 | +100% |
| MV Capital Management Inc. | 0 | 110 | +110 | +100% |
| Prosperity Consulting Group LLC | 0 | 5,295 | +5,295 | +100% |
| Wallace Advisory Group LLC | 0 | 4,951 | +4,951 | +100% |
| 13F Filers Decreasing XONE Share Count | ||||
| Benjamin F. Edwards & Company Inc. | 873,510 | 200 | -873,310 | -99.98% |
| Tanager Wealth Management LLP | 373,547 | 12,286 | -361,261 | -96.71% |
| Adviser Investments LLC | 24,150 | 4,667 | -19,483 | -80.67% |
| Municipal Employees Retirement System of Michigan | 4,502,743 | 2,387,980 | -2,114,763 | -46.97% |
| Smart Portfolios LLC | 117,259 | 68,798 | -48,461 | -41.33% |
| Portside Wealth Group LLC | 23,822 | 18,289 | -5,533 | -23.23% |
| Fortitude Family Office LLC | 907 | 858 | -49 | -5.40% |
| Salem Investment Counselors Inc. | 9,783 | 9,554 | -229 | -2.34% |
| Wealth Enhancement Advisory Services LLC | 11,394 | 11,235 | -159 | -1.40% |
| Financial Guidance Group Inc. | 47,999 | 47,613 | -386 | -0.80% |
| 13F Filers Exiting XONE | ||||
| Richard P Slaughter Associates Inc | 4,934 | 0 | -4,934 | -100.00% |
| First PREMIER Bank | 249 | 0 | -249 | -100.00% |
| Benjamin Edwards Inc. | 44,624 | 0 | -44,624 | -100.00% |
See Summary: Institutional Holders of XONE
See Details: Top 10 Hedge Funds Holding XONE
Also See: XONE Insider Buying
