HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XSVM Share Count | ||||
| Pinnacle Bank | 69 | 177 | +108 | +156.52% |
| Guidance Capital Inc. | 7,878 | 16,621 | +8,743 | +110.98% |
| CWM LLC | 320,938 | 436,648 | +115,710 | +36.05% |
| Dynamic Advisor Solutions LLC | 4,224 | 5,495 | +1,271 | +30.09% |
| Premier Path Wealth Partners LLC | 27,419 | 35,551 | +8,132 | +29.66% |
| Stratos Wealth Partners LTD. | 32,983 | 40,409 | +7,426 | +22.51% |
| Wealth Enhancement Advisory Services LLC | 10,110 | 11,423 | +1,313 | +12.99% |
| Cooper Financial Group | 49,184 | 55,571 | +6,387 | +12.99% |
| Fermata Advisors LLC | 36,965 | 41,683 | +4,718 | +12.76% |
| Raymond James & Associates | 160,639 | 171,858 | +11,219 | +6.98% |
| OxenFree Capital LLC | 19,719 | 20,685 | +966 | +4.90% |
| Southland Equity Partners LLC | 9,394 | 9,586 | +192 | +2.04% |
| TruWealth Advisors LLC | 10,452 | 10,560 | +108 | +1.03% |
| Silverlake Wealth Management LLC | 7,333 | 7,339 | +6 | +0.08% |
| 13F Filers Reporting New Positions In XSVM | ||||
| RFG Advisory LLC | 0 | 6,183 | +6,183 | +100% |
| Wagner Wealth Management LLC | 0 | 260 | +260 | +100% |
| Sage Mountain Advisors LLC | 0 | 154 | +154 | +100% |
| Focus Financial Network Inc. | 0 | 112,728 | +112,728 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbor Investment Advisory LLC | 650 | 650 | UNCH | 0.00% |
| Evanson Asset Management LLC | 4,455 | 4,455 | UNCH | 0.00% |
| Roble Belko & Company Inc | 7 | 7 | UNCH | 0.00% |
| WESPAC Advisors SoCal LLC | 20,160 | 20,160 | UNCH | 0.00% |
| HBW Advisory Services LLC | 13,406 | 13,406 | UNCH | 0.00% |
| Swisher Financial Concepts Inc. | 4,248 | 4,248 | UNCH | 0.00% |
| Williams & Novak LLC | 5,774 | 5,774 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 430 | 430 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 31 | 31 | UNCH | 0.00% |
| 13F Filers Decreasing XSVM Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 67,317 | 40,942 | -26,375 | -39.18% |
| Global Retirement Partners LLC | 2,827 | 1,756 | -1,071 | -37.88% |
| Bridge Advisory LLC | 21,146 | 15,528 | -5,618 | -26.57% |
| Fortress Wealth Management Inc. | 45,966 | 35,883 | -10,083 | -21.94% |
| Marshall Financial Group LLC | 60,973 | 48,750 | -12,223 | -20.05% |
| Spire Wealth Management | 32,628 | 29,788 | -2,840 | -8.70% |
| Cambridge Investment Research Advisors Inc. | 32,912 | 31,982 | -930 | -2.83% |
| Private Trust Co. NA | 1,972 | 1,940 | -32 | -1.62% |
| Insight Wealth Strategies LLC | 98,443 | 97,740 | -703 | -0.71% |
| 13F Filers Exiting XSVM | ||||
| International Assets Investment Management LLC | 6,771 | 0 | -6,771 | -100.00% |
| Beacon Capital Management Inc. | 1,116 | 0 | -1,116 | -100.00% |
| Acropolis Investment Management LLC | 1,955 | 0 | -1,955 | -100.00% |
See Summary: Institutional Holders of XSVM
See Details: Top 10 Hedge Funds Holding XSVM
