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On this page, we present all of the funds holding FMHI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding FMHI, with a link to that fund's top holdings. The next columns
indicate the amount of FMHI stock held by each of the funds holding FMHI, followed by the FMHI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 139 funds holding FMHI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC
(or by any of the other funds holding FMHI), click the fund name in the "Holder" column of the funds-holding-FMHI table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Wealth Enhancement Advisory Services LLC | 1,428,109 | $68,806 | 03/31/2024 | FMHI | 1,428,109 | $68,806 | 03/31/2024 | LPL Financial LLC | 676,059 | $32,234 | 12/31/2023 | FMHI | 676,059 | $32,234 | 12/31/2023 | Morgan Stanley | 496,287 | $23,663 | 12/31/2023 | FMHI | 496,287 | $23,663 | 12/31/2023 | Wells Fargo & Company MN | 406,752 | $19,394 | 12/31/2023 | FMHI | 406,752 | $19,394 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 364,565 | $17,565 | 03/31/2024 | FMHI | 364,565 | $17,565 | 03/31/2024 | Bank of America Corp DE | 355,933 | $16,971 | 12/31/2023 | FMHI | 355,933 | $16,971 | 12/31/2023 | Citigroup Inc. | 303,674 | $14,479 | 12/31/2023 | FMHI | 303,674 | $14,479 | 12/31/2023 | Crumly & Associates Inc. | 207,661 | $9,901 | 12/31/2023 | FMHI | 207,661 | $9,901 | 12/31/2023 | Financial Partners Group Inc | 182,030 | $8,679 | 12/31/2023 | FMHI | 182,030 | $8,679 | 12/31/2023 | Manhattan West Asset Management LLC | 169,821 | $8,097 | 12/31/2023 | FMHI | 169,821 | $8,097 | 12/31/2023 | Atlas Private Wealth Advisors | 164,696 | $7,853 | 12/31/2023 | FMHI | 164,696 | $7,853 | 12/31/2023 | Principle Wealth Partners LLC | 159,985 | $7,708 | 03/31/2024 | FMHI | 159,985 | $7,708 | 03/31/2024 | EnRich Financial Partners LLC | 130,653 | $6,230 | 12/31/2023 | FMHI | 130,653 | $6,230 | 12/31/2023 | Advisor Group Holdings Inc. | 119,939 | $5,719 | 12/31/2023 | FMHI | 119,939 | $5,719 | 12/31/2023 | SlateStone Wealth LLC | 114,338 | $5,509 | 03/31/2024 | FMHI | 114,338 | $5,509 | 03/31/2024 | Raymond James & Associates | 114,279 | $5,506 | 03/31/2024 | FMHI | 114,279 | $5,506 | 03/31/2024 | Cetera Advisor Networks LLC | 103,126 | $4,917 | 12/31/2023 | FMHI | 103,126 | $4,917 | 12/31/2023 | HighTower Advisors LLC | 101,061 | $4,820 | 12/31/2023 | FMHI | 101,061 | $4,820 | 12/31/2023 | Cyndeo Wealth Partners LLC | 89,089 | $4,292 | 03/31/2024 | FMHI | 89,089 | $4,292 | 03/31/2024 | Private Advisor Group LLC | 85,115 | $4,058 | 12/31/2023 | FMHI | 85,115 | $4,058 | 12/31/2023 | Envestnet Asset Management Inc. | 83,682 | $3,990 | 12/31/2023 | FMHI | 83,682 | $3,990 | 12/31/2023 | UBS Group AG | 76,752 | $3,660 | 12/31/2023 | FMHI | 76,752 | $3,660 | 12/31/2023 | Rockland Trust Co. | 75,651 | $3,645 | 03/31/2024 | FMHI | 75,651 | $3,645 | 03/31/2024 | Financial Advocates Investment Management | 68,544 | $3,268 | 12/31/2023 | FMHI | 68,544 | $3,268 | 12/31/2023 | AJ Advisors LLC | 65,756 | $3,168 | 03/31/2024 | FMHI | 65,756 | $3,168 | 03/31/2024 | MBL Wealth LLC | 64,870 | $3,125 | 03/31/2024 | FMHI | 64,870 | $3,125 | 03/31/2024 | Cornerstone Wealth Management LLC | 64,318 | $3,099 | 03/31/2024 | FMHI | 64,318 | $3,099 | 03/31/2024 | MML Investors Services LLC | 64,900 | $3,094 | 12/31/2023 | FMHI | 64,900 | $3,094 | 12/31/2023 | Platform Technology Partners | 58,402 | $2,796 | 12/31/2023 | FMHI | 58,402 | $2,796 | 12/31/2023 | Visionary Wealth Advisors | 54,555 | $2,601 | 12/31/2023 | FMHI | 54,555 | $2,601 | 12/31/2023 | Royal Bank of Canada | 53,873 | $2,569 | 12/31/2023 | FMHI | 53,873 | $2,569 | 12/31/2023 | CWM LLC | 49,919 | $2,405 | 03/31/2024 | FMHI | 49,919 | $2,405 | 03/31/2024 | Commonwealth Equity Services LLC | 48,333 | $2,305 | 12/31/2023 | FMHI | 48,333 | $2,305 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 46,382 | $2,235 | 03/31/2024 | FMHI | 46,382 | $2,235 | 03/31/2024 | Steward Partners Investment Advisory LLC | 45,831 | $2,185 | 12/31/2023 | FMHI | 45,831 | $2,185 | 12/31/2023 | IFP Advisors Inc | 45,632 | $2,176 | 12/31/2023 | FMHI | 45,632 | $2,176 | 12/31/2023 | Advisory Resource Group | 41,182 | $1,964 | 12/31/2023 | FMHI | 41,182 | $1,964 | 12/31/2023 | Mutual Advisors LLC | 39,852 | $1,900 | 12/31/2023 | FMHI | 39,852 | $1,900 | 12/31/2023 | GSG Advisors LLC | 39,129 | $1,871 | 03/31/2024 | FMHI | 39,129 | $1,871 | 03/31/2024 | Beacon Harbor Wealth Advisors Inc. | 38,862 | $1,853 | 12/31/2023 | FMHI | 38,862 | $1,853 | 12/31/2023 | Simplicity Wealth LLC | 31,500 | $1,518 | 03/31/2024 | FMHI | 31,500 | $1,518 | 03/31/2024 | NewEdge Wealth LLC | 31,531 | $1,503 | 12/31/2023 | FMHI | 31,531 | $1,503 | 12/31/2023 | Flow Traders U.S. LLC | 31,216 | $1,488 | 12/31/2023 | FMHI | 31,216 | $1,488 | 12/31/2023 | Citadel Advisors LLC | 30,849 | $1,471 | 12/31/2023 | FMHI | 30,849 | $1,471 | 12/31/2023 | Stephens Inc. AR | 30,100 | $1,435 | 12/31/2023 | FMHI | 30,100 | $1,435 | 12/31/2023 | Evergreen Private Wealth LLC | 29,374 | $1,415 | 03/31/2024 | FMHI | 29,374 | $1,415 | 03/31/2024 | Signature Securities Group Corporation | 27,709 | $1,335 | 03/31/2024 | FMHI | 27,709 | $1,335 | 03/31/2024 | Equitable Holdings Inc. | 27,435 | $1,308 | 12/31/2023 | FMHI | 27,435 | $1,308 | 12/31/2023 | JPMorgan Chase & Co. | 26,407 | $1,259 | 12/31/2023 | FMHI | 26,407 | $1,259 | 12/31/2023 | Kestra Advisory Services LLC | 24,222 | $1,155 | 12/31/2023 | FMHI | 24,222 | $1,155 | 12/31/2023 | Janney Montgomery Scott LLC | 23,817 | $1,136 | 12/31/2023 | FMHI | 23,817 | $1,136 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 23,437 | $1,117 | 12/31/2023 | FMHI | 23,437 | $1,117 | 12/31/2023 | High Net Worth Advisory Group LLC | 22,917 | $1,104 | 03/31/2024 | FMHI | 22,917 | $1,104 | 03/31/2024 | GWM Advisors LLC | 23,202 | $1,102 | 12/31/2023 | FMHI | 23,202 | $1,102 | 12/31/2023 | Captrust Financial Advisors | 22,420 | $1,069 | 12/31/2023 | FMHI | 22,420 | $1,069 | 12/31/2023 | Cetera Investment Advisers | 21,284 | $1,015 | 12/31/2023 | FMHI | 21,284 | $1,015 | 12/31/2023 | Traction Financial Partners LLC | 21,065 | $1,004 | 12/31/2023 | FMHI | 21,065 | $1,004 | 12/31/2023 | Capital Investment Advisory Services LLC | 20,675 | $996 | 03/31/2024 | FMHI | 20,675 | $996 | 03/31/2024 | Country Trust Bank | 20,175 | $972 | 03/31/2024 | FMHI | 20,175 | $972 | 03/31/2024 | Triton Wealth Management PLLC | 19,927 | $947 | 03/31/2024 | FMHI | 19,927 | $947 | 03/31/2024 | Harbour Investments Inc. | 19,560 | $933 | 12/31/2023 | FMHI | 19,560 | $933 | 12/31/2023 | RFG Advisory LLC | 18,685 | $900 | 03/31/2024 | FMHI | 18,685 | $900 | 03/31/2024 | Great Valley Advisor Group Inc. | 18,483 | $881 | 12/31/2023 | FMHI | 18,483 | $881 | 12/31/2023 | Boyd Wealth Management LLC | 18,056 | $870 | 03/31/2024 | FMHI | 18,056 | $870 | 03/31/2024 | OneAscent Financial Services LLC | 17,784 | $857 | 03/31/2024 | FMHI | 17,784 | $857 | 03/31/2024 | Socha Financial Group LLC | 17,903 | $854 | 12/31/2023 | FMHI | 17,903 | $854 | 12/31/2023 | Stewardship Advisors LLC | 17,393 | $838 | 03/31/2024 | FMHI | 17,393 | $838 | 03/31/2024 | Morris Retirement Advisors LLC | 17,055 | $813 | 12/31/2023 | FMHI | 17,055 | $813 | 12/31/2023 | AE Wealth Management LLC | 16,826 | $796 | 12/31/2023 | FMHI | 16,826 | $796 | 12/31/2023 | Orion Portfolio Solutions LLC | 16,395 | $783 | 12/31/2023 | FMHI | 16,395 | $783 | 12/31/2023 | Concurrent Investment Advisors LLC | 16,338 | $779 | 12/31/2023 | FMHI | 16,338 | $779 | 12/31/2023 | Rockefeller Capital Management L.P. | 16,193 | $772 | 12/31/2023 | FMHI | 16,193 | $772 | 12/31/2023 | Truist Financial Corp | 15,814 | $754 | 12/31/2023 | FMHI | 15,814 | $754 | 12/31/2023 | Snowden Capital Advisors LLC | 14,118 | $673 | 12/31/2023 | FMHI | 14,118 | $673 | 12/31/2023 | Arbor Capital Management Inc. ADV | 13,797 | $656 | 12/31/2023 | FMHI | 13,797 | $656 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 13,470 | $649 | 03/31/2024 | FMHI | 13,470 | $649 | 03/31/2024 | D.A. Davidson & CO. | 12,193 | $581 | 12/31/2023 | FMHI | 12,193 | $581 | 12/31/2023 | Raymond James Trust N.A. | 11,783 | $568 | 03/31/2024 | FMHI | 11,783 | $568 | 03/31/2024 | CFO4Life Group LLC | 11,570 | $552 | 12/31/2023 | FMHI | 11,570 | $552 | 12/31/2023 | Hobart Private Capital LLC | 11,323 | $546 | 03/31/2024 | FMHI | 11,323 | $546 | 03/31/2024 | AdvisorNet Financial Inc | 10,923 | $526 | 03/31/2024 | FMHI | 10,923 | $526 | 03/31/2024 | Jane Street Group LLC | 10,938 | $522 | 12/31/2023 | FMHI | 10,938 | $522 | 12/31/2023 | Insight Wealth Strategies LLC | 10,661 | $514 | 03/31/2024 | FMHI | 10,661 | $514 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 10,453 | $498 | 12/31/2023 | FMHI | 10,453 | $498 | 12/31/2023 | Hedeker Wealth LLC | 9,614 | $463 | 03/31/2024 | FMHI | 9,614 | $463 | 03/31/2024 | Mariner LLC | 9,450 | $451 | 12/31/2023 | FMHI | 9,450 | $451 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 9,391 | $448 | 12/31/2023 | FMHI | 9,391 | $448 | 12/31/2023 | Geneos Wealth Management Inc. | 9,374 | $447 | 12/31/2023 | FMHI | 9,374 | $447 | 12/31/2023 | Kestra Private Wealth Services LLC | 9,342 | $445 | 12/31/2023 | FMHI | 9,342 | $445 | 12/31/2023 | Wealthcare Advisory Partners LLC | 8,400 | $405 | 03/31/2024 | FMHI | 8,400 | $405 | 03/31/2024 | IFG Advisory LLC | 8,483 | $405 | 12/31/2023 | FMHI | 8,483 | $405 | 12/31/2023 | Pineridge Advisors LLC | 8,271 | $394 | 12/31/2023 | FMHI | 8,271 | $394 | 12/31/2023 | Global Retirement Partners LLC | 8,161 | $393 | 03/31/2024 | FMHI | 8,161 | $393 | 03/31/2024 | Prospera Financial Services Inc | 8,247 | $393 | 12/31/2023 | FMHI | 8,247 | $393 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 8,127 | $392 | 03/31/2024 | FMHI | 8,127 | $392 | 03/31/2024 | WealthCare Investment Partners LLC | 7,807 | $376 | 03/31/2024 | FMHI | 7,807 | $376 | 03/31/2024 | Comerica Bank | 7,861 | $375 | 12/31/2023 | FMHI | 7,861 | $375 | 12/31/2023 | Stratos Wealth Partners LTD. | 7,526 | $363 | 03/31/2024 | FMHI | 7,526 | $363 | 03/31/2024 | Genesee Capital Advisors LLC | 7,321 | $353 | 03/31/2024 | FMHI | 7,321 | $353 | 03/31/2024 | Aurora Private Wealth Inc. | 7,073 | $340 | 03/31/2024 | FMHI | 7,073 | $340 | 03/31/2024 | US Bancorp DE | 6,945 | $331 | 12/31/2023 | FMHI | 6,945 | $331 | 12/31/2023 | Chicago Partners Investment Group LLC | 6,821 | $324 | 03/31/2024 | FMHI | 6,821 | $324 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 6,554 | $313 | 12/31/2023 | FMHI | 6,554 | $313 | 12/31/2023 | Waddell & Associates LLC | 6,520 | $311 | 12/31/2023 | FMHI | 6,520 | $311 | 12/31/2023 | Sigma Planning Corp | 6,418 | $306 | 12/31/2023 | FMHI | 6,418 | $306 | 12/31/2023 | Clear Creek Financial Management LLC | 6,310 | $304 | 03/31/2024 | FMHI | 6,310 | $304 | 03/31/2024 | Xcel Wealth Management LLC | 6,000 | $289 | 03/31/2024 | FMHI | 6,000 | $289 | 03/31/2024 | Econ Financial Services Corp | 5,955 | $284 | 12/31/2023 | FMHI | 5,955 | $284 | 12/31/2023 | Integrated Wealth Concepts LLC | 5,893 | $281 | 12/31/2023 | FMHI | 5,893 | $281 | 12/31/2023 | Lifeworks Advisors LLC | 5,435 | $259 | 12/31/2023 | FMHI | 5,435 | $259 | 12/31/2023 | Atria Wealth Solutions Inc. | 5,429 | $259 | 12/31/2023 | FMHI | 5,429 | $259 | 12/31/2023 | FSB Premier Wealth Management Inc. | 5,274 | $251 | 12/31/2023 | FMHI | 5,274 | $251 | 12/31/2023 | Altus Wealth Group LLC | 5,098 | $243 | 12/31/2023 | FMHI | 5,098 | $243 | 12/31/2023 | Eudaimonia Advisors LLC | 4,916 | $237 | 03/31/2024 | FMHI | 4,916 | $237 | 03/31/2024 | Avantax Advisory Services Inc. | 4,844 | $231 | 12/31/2023 | FMHI | 4,844 | $231 | 12/31/2023 | Landmark Wealth Management LLC | 4,670 | $225 | 03/31/2024 | FMHI | 4,670 | $225 | 03/31/2024 | Two Sigma Securities LLC | 4,474 | $213 | 12/31/2023 | FMHI | 4,474 | $213 | 12/31/2023 | Key Financial Inc | 4,375 | $209 | 12/31/2023 | FMHI | 4,375 | $209 | 12/31/2023 | Virtue Capital Management LLC | 4,355 | $207 | 12/31/2023 | FMHI | 4,355 | $207 | 12/31/2023 | Westside Investment Management Inc. | 2,500 | $120 | 03/31/2024 | FMHI | 2,500 | $120 | 03/31/2024 | Tanglewood Legacy Advisors LLC | 2,100 | $101 | 03/31/2024 | FMHI | 2,100 | $101 | 03/31/2024 | Stephens Consulting LLC | 1,973 | $95 | 03/31/2024 | FMHI | 1,973 | $95 | 03/31/2024 | Private Trust Co. NA | 1,881 | $91 | 03/31/2024 | FMHI | 1,881 | $91 | 03/31/2024 | Benjamin Edwards Inc. | 1,915 | $91 | 12/31/2023 | FMHI | 1,915 | $91 | 12/31/2023 | Creekmur Asset Management LLC | 1,107 | $53 | 12/31/2023 | FMHI | 1,107 | $53 | 12/31/2023 | Carmichael Hill & Associates Inc. | 1,028 | $50 | 03/31/2024 | FMHI | 1,028 | $50 | 03/31/2024 | Principal Securities Inc. | 1,010 | $48 | 12/31/2023 | FMHI | 1,010 | $48 | 12/31/2023 | Advisory Services Network LLC | 1,000 | $48 | 12/31/2023 | FMHI | 1,000 | $48 | 12/31/2023 | M&R Capital Management Inc. | 715 | $34 | 03/31/2024 | FMHI | 715 | $34 | 03/31/2024 | Creative Financial Designs Inc. ADV | 602 | $29 | 12/31/2023 | FMHI | 602 | $29 | 12/31/2023 | Spire Wealth Management | 390 | $19 | 03/31/2024 | FMHI | 390 | $19 | 03/31/2024 | Tidemark LLC | 364 | $17 | 12/31/2023 | FMHI | 364 | $17 | 12/31/2023 | Capital Analysts LLC | 307 | $15 | 12/31/2023 | FMHI | 307 | $15 | 12/31/2023 | Coppell Advisory Solutions LLC | 295 | $14 | 12/31/2023 | FMHI | 295 | $14 | 12/31/2023 | GPS Wealth Strategies Group LLC | 230 | $11 | 12/31/2023 | FMHI | 230 | $11 | 12/31/2023 | NBC Securities Inc. | 142 | $7 | 03/31/2024 | FMHI | 142 | $7 | 03/31/2024 | Beaird Harris Wealth Management LLC | 100 | $5 | 12/31/2023 | FMHI | 100 | $5 | 12/31/2023 | Barclays PLC | 22 | $1 | 12/31/2023 | FMHI | 22 | $1 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | FMHI | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | FMHI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FMHI
See Details: Top 10 Hedge Funds Holding FMHI
Also See: FMHI Holdings Changes
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