HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XSOE Share Count | ||||
| Legacy Financial Group LLC | 32,821 | 641,304 | +608,483 | +1853.94% |
| Evergreen Private Wealth LLC | 87,932 | 165,373 | +77,441 | +88.07% |
| NBC Securities Inc. | 8,309 | 14,024 | +5,715 | +68.78% |
| Michael S. Ryan Inc. | 163,248 | 269,358 | +106,110 | +65.00% |
| Bank of New York Mellon Corp | 49,393 | 66,938 | +17,545 | +35.52% |
| N.E.W. Advisory Services LLC | 10,601 | 13,872 | +3,271 | +30.86% |
| Premier Path Wealth Partners LLC | 58,173 | 75,619 | +17,446 | +29.99% |
| Oxinas Partners Wealth Management LLC | 7,786 | 9,499 | +1,713 | +22.00% |
| Drive Wealth Management LLC | 34,591 | 41,583 | +6,992 | +20.21% |
| Wealth Management Resources Inc. | 68,691 | 80,521 | +11,830 | +17.22% |
| Exchange Capital Management Inc. | 29,774 | 33,581 | +3,807 | +12.79% |
| Montecito Bank & Trust | 41,858 | 46,675 | +4,817 | +11.51% |
| Sweet Financial Partners LLC | 263,518 | 291,253 | +27,735 | +10.52% |
| Cedrus LLC | 83,649 | 92,253 | +8,604 | +10.29% |
| RFG Advisory LLC | 14,092 | 15,488 | +1,396 | +9.91% |
| Sloy Dahl & Holst LLC | 188,062 | 203,136 | +15,074 | +8.02% |
| Elwood & Goetz Wealth Advisory Group LLC | 444,536 | 476,843 | +32,307 | +7.27% |
| Pallas Capital Advisors LLC | 264,131 | 279,847 | +15,716 | +5.95% |
| NorthCrest Asset Manangement LLC | 77,179 | 81,562 | +4,383 | +5.68% |
| Segment Wealth Management LLC | 108,869 | 114,448 | +5,579 | +5.12% |
| Stratos Wealth Partners LTD. | 125,454 | 131,305 | +5,851 | +4.66% |
| Security Financial Services INC. | 9,484 | 9,791 | +307 | +3.24% |
| First Financialcorp IN | 13,383 | 13,782 | +399 | +2.98% |
| Howard Financial Services LTD. | 360,067 | 368,736 | +8,669 | +2.41% |
| Ellis Investment Partners LLC | 16,925 | 17,205 | +280 | +1.65% |
| Refined Wealth Management | 159,402 | 161,547 | +2,145 | +1.35% |
| Lodestar Private Asset Management LLC | 277,994 | 279,787 | +1,793 | +0.64% |
| 13F Filers Reporting New Positions In XSOE | ||||
| Financial Management Professionals Inc. | 0 | 0 | UNCH | 100% |
| Fifth Third Bancorp | 0 | 925 | +925 | +100% |
| Coastal Investment Advisors Inc. | 0 | 617 | +617 | +100% |
| UMA Financial Services Inc. | 0 | 7,761 | +7,761 | +100% |
| Opal Wealth Advisors LLC | 0 | 11 | +11 | +100% |
| Strategic Financial Concepts LLC | 0 | 24,730 | +24,730 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 44 | 44 | UNCH | 0.00% |
| Raymond James Trust N.A. | 17,418 | 17,418 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 1,172 | 1,172 | UNCH | 0.00% |
| Ayalon Holdings Ltd. | 2,165 | 2,165 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 176 | 176 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 55 | 55 | UNCH | 0.00% |
| Northwest Capital Management Inc | 191 | 191 | UNCH | 0.00% |
| Spire Wealth Management | 485 | 485 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 239 | 239 | UNCH | 0.00% |
| Mason & Associates Inc | 8,267 | 8,267 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 180 | 180 | UNCH | 0.00% |
| 13F Filers Decreasing XSOE Share Count | ||||
| Procyon Private Wealth Partners LLC | 65,691 | 8,483 | -57,208 | -87.09% |
| Arcadia Investment Management Corp MI | 687 | 267 | -420 | -61.14% |
| Strategic Blueprint LLC | 25,747 | 11,593 | -14,154 | -54.97% |
| Woodmont Investment Counsel LLC | 19,616 | 9,155 | -10,461 | -53.33% |
| Tompkins Financial Corp | 46,706 | 26,730 | -19,976 | -42.77% |
| Raymond James Financial Services Advisors Inc. | 138,179 | 89,074 | -49,105 | -35.54% |
| KLR Investment Advisors LLC | 55,225 | 38,901 | -16,324 | -29.56% |
| Raymond James & Associates | 113,309 | 82,707 | -30,602 | -27.01% |
| AFG Fiduciary Services Limited Partnership | 35,803 | 26,641 | -9,162 | -25.59% |
| Allworth Financial LP | 55 | 46 | -9 | -16.36% |
| Revolve Wealth Partners LLC | 13,596 | 12,187 | -1,409 | -10.36% |
| Twin Peaks Wealth Advisors LLC | 24,293 | 22,097 | -2,196 | -9.04% |
| MBE Wealth Management LLC | 16,479 | 15,011 | -1,468 | -8.91% |
| Yoder Wealth Management Inc. | 72,483 | 66,318 | -6,165 | -8.51% |
| CWM LLC | 1,939 | 1,779 | -160 | -8.25% |
| OMNI 360 Wealth Inc. | 11,403 | 10,878 | -525 | -4.60% |
| Amplius Wealth Advisors LLC | 7,896 | 7,565 | -331 | -4.19% |
| Kathleen S. Wright Associates Inc. | 2,817 | 2,700 | -117 | -4.15% |
| Capital Asset Advisory Services LLC | 7,293 | 7,109 | -184 | -2.52% |
| Chicago Partners Investment Group LLC | 10,184 | 9,975 | -209 | -2.05% |
| Fermata Advisors LLC | 114,901 | 113,058 | -1,843 | -1.60% |
| Cambridge Investment Research Advisors Inc. | 151,517 | 149,516 | -2,001 | -1.32% |
| Stewardship Advisors LLC | 111,286 | 110,385 | -901 | -0.81% |
| Private Trust Co. NA | 5,699 | 5,660 | -39 | -0.68% |
| Rise Advisors LLC | 118,318 | 117,552 | -766 | -0.65% |
| Fifth Third Securities Inc. | 12,848 | 12,776 | -72 | -0.56% |
| Skyline Advisors Inc. | 23,185 | 23,088 | -97 | -0.42% |
| Webster Bank N. A. | 16,830 | 16,780 | -50 | -0.30% |
| 13F Filers Exiting XSOE | ||||
| O Connor Financial Group LLC | 84,445 | 0 | -84,445 | -100.00% |
| Fortitude Family Office LLC | 152 | 0 | -152 | -100.00% |
| Koss Olinger Consulting LLC | 44,987 | 0 | -44,987 | -100.00% |
| Sightline Wealth Advisors LLC | 7,303 | 0 | -7,303 | -100.00% |
| IAG Wealth Partners LLC | 6,855 | 0 | -6,855 | -100.00% |
| International Assets Investment Management LLC | 17,588 | 0 | -17,588 | -100.00% |
| Aspire Private Capital LLC | 80 | 0 | -80 | -100.00% |
| WASHINGTON TRUST Co | 968 | 0 | -968 | -100.00% |
See Summary: Institutional Holders of XSOE
See Details: Top 10 Hedge Funds Holding XSOE
