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Funds Holding FMHI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC1,428,109$68,806 03/31/2024
     FMHI1,428,109$68,806 03/31/2024
LPL Financial LLC676,059$32,234 12/31/2023
     FMHI676,059$32,234 12/31/2023
Morgan Stanley496,287$23,663 12/31/2023
     FMHI496,287$23,663 12/31/2023
Wells Fargo & Company MN406,752$19,394 12/31/2023
     FMHI406,752$19,394 12/31/2023
Raymond James Financial Services Advisors Inc.364,565$17,565 03/31/2024
     FMHI364,565$17,565 03/31/2024
Bank of America Corp DE355,933$16,971 12/31/2023
     FMHI355,933$16,971 12/31/2023
Citigroup Inc.303,674$14,479 12/31/2023
     FMHI303,674$14,479 12/31/2023
Crumly & Associates Inc.207,661$9,901 12/31/2023
     FMHI207,661$9,901 12/31/2023
Financial Partners Group Inc182,030$8,679 12/31/2023
     FMHI182,030$8,679 12/31/2023
Manhattan West Asset Management LLC169,821$8,097 12/31/2023
     FMHI169,821$8,097 12/31/2023
Atlas Private Wealth Advisors164,696$7,853 12/31/2023
     FMHI164,696$7,853 12/31/2023
Principle Wealth Partners LLC159,985$7,708 03/31/2024
     FMHI159,985$7,708 03/31/2024
EnRich Financial Partners LLC130,653$6,230 12/31/2023
     FMHI130,653$6,230 12/31/2023
Advisor Group Holdings Inc.119,939$5,719 12/31/2023
     FMHI119,939$5,719 12/31/2023
SlateStone Wealth LLC114,338$5,509 03/31/2024
     FMHI114,338$5,509 03/31/2024
Raymond James & Associates114,279$5,506 03/31/2024
     FMHI114,279$5,506 03/31/2024
Cetera Advisor Networks LLC103,126$4,917 12/31/2023
     FMHI103,126$4,917 12/31/2023
HighTower Advisors LLC101,061$4,820 12/31/2023
     FMHI101,061$4,820 12/31/2023
Cyndeo Wealth Partners LLC89,089$4,292 03/31/2024
     FMHI89,089$4,292 03/31/2024
Private Advisor Group LLC85,115$4,058 12/31/2023
     FMHI85,115$4,058 12/31/2023
Envestnet Asset Management Inc.83,682$3,990 12/31/2023
     FMHI83,682$3,990 12/31/2023
UBS Group AG76,752$3,660 12/31/2023
     FMHI76,752$3,660 12/31/2023
Rockland Trust Co.75,651$3,645 03/31/2024
     FMHI75,651$3,645 03/31/2024
Financial Advocates Investment Management68,544$3,268 12/31/2023
     FMHI68,544$3,268 12/31/2023
AJ Advisors LLC65,756$3,168 03/31/2024
     FMHI65,756$3,168 03/31/2024
MBL Wealth LLC64,870$3,125 03/31/2024
     FMHI64,870$3,125 03/31/2024
Cornerstone Wealth Management LLC64,318$3,099 03/31/2024
     FMHI64,318$3,099 03/31/2024
MML Investors Services LLC64,900$3,094 12/31/2023
     FMHI64,900$3,094 12/31/2023
Platform Technology Partners58,402$2,796 12/31/2023
     FMHI58,402$2,796 12/31/2023
Visionary Wealth Advisors54,555$2,601 12/31/2023
     FMHI54,555$2,601 12/31/2023
Royal Bank of Canada53,873$2,569 12/31/2023
     FMHI53,873$2,569 12/31/2023
CWM LLC49,919$2,405 03/31/2024
     FMHI49,919$2,405 03/31/2024
Commonwealth Equity Services LLC48,333$2,305 12/31/2023
     FMHI48,333$2,305 12/31/2023
Cambridge Investment Research Advisors Inc.46,382$2,235 03/31/2024
     FMHI46,382$2,235 03/31/2024
Steward Partners Investment Advisory LLC45,831$2,185 12/31/2023
     FMHI45,831$2,185 12/31/2023
IFP Advisors Inc45,632$2,176 12/31/2023
     FMHI45,632$2,176 12/31/2023
Advisory Resource Group41,182$1,964 12/31/2023
     FMHI41,182$1,964 12/31/2023
Mutual Advisors LLC39,852$1,900 12/31/2023
     FMHI39,852$1,900 12/31/2023
GSG Advisors LLC39,129$1,871 03/31/2024
     FMHI39,129$1,871 03/31/2024
Beacon Harbor Wealth Advisors Inc.38,862$1,853 12/31/2023
     FMHI38,862$1,853 12/31/2023
Simplicity Wealth LLC31,500$1,518 03/31/2024
     FMHI31,500$1,518 03/31/2024
NewEdge Wealth LLC31,531$1,503 12/31/2023
     FMHI31,531$1,503 12/31/2023
Flow Traders U.S. LLC31,216$1,488 12/31/2023
     FMHI31,216$1,488 12/31/2023
Citadel Advisors LLC30,849$1,471 12/31/2023
     FMHI30,849$1,471 12/31/2023
Stephens Inc. AR30,100$1,435 12/31/2023
     FMHI30,100$1,435 12/31/2023
Evergreen Private Wealth LLC29,374$1,415 03/31/2024
     FMHI29,374$1,415 03/31/2024
Signature Securities Group Corporation27,709$1,335 03/31/2024
     FMHI27,709$1,335 03/31/2024
Equitable Holdings Inc.27,435$1,308 12/31/2023
     FMHI27,435$1,308 12/31/2023
JPMorgan Chase & Co.26,407$1,259 12/31/2023
     FMHI26,407$1,259 12/31/2023
Kestra Advisory Services LLC24,222$1,155 12/31/2023
     FMHI24,222$1,155 12/31/2023
Janney Montgomery Scott LLC23,817$1,136 12/31/2023
     FMHI23,817$1,136 12/31/2023
ShoreHaven Wealth Partners LLC23,437$1,117 12/31/2023
     FMHI23,437$1,117 12/31/2023
High Net Worth Advisory Group LLC22,917$1,104 03/31/2024
     FMHI22,917$1,104 03/31/2024
GWM Advisors LLC23,202$1,102 12/31/2023
     FMHI23,202$1,102 12/31/2023
Captrust Financial Advisors22,420$1,069 12/31/2023
     FMHI22,420$1,069 12/31/2023
Cetera Investment Advisers21,284$1,015 12/31/2023
     FMHI21,284$1,015 12/31/2023
Traction Financial Partners LLC21,065$1,004 12/31/2023
     FMHI21,065$1,004 12/31/2023
Capital Investment Advisory Services LLC20,675$996 03/31/2024
     FMHI20,675$996 03/31/2024
Country Trust Bank20,175$972 03/31/2024
     FMHI20,175$972 03/31/2024
Triton Wealth Management PLLC19,927$947 03/31/2024
     FMHI19,927$947 03/31/2024
Harbour Investments Inc.19,560$933 12/31/2023
     FMHI19,560$933 12/31/2023
RFG Advisory LLC18,685$900 03/31/2024
     FMHI18,685$900 03/31/2024
Great Valley Advisor Group Inc.18,483$881 12/31/2023
     FMHI18,483$881 12/31/2023
Boyd Wealth Management LLC18,056$870 03/31/2024
     FMHI18,056$870 03/31/2024
OneAscent Financial Services LLC17,784$857 03/31/2024
     FMHI17,784$857 03/31/2024
Socha Financial Group LLC17,903$854 12/31/2023
     FMHI17,903$854 12/31/2023
Stewardship Advisors LLC17,393$838 03/31/2024
     FMHI17,393$838 03/31/2024
Morris Retirement Advisors LLC17,055$813 12/31/2023
     FMHI17,055$813 12/31/2023
AE Wealth Management LLC16,826$796 12/31/2023
     FMHI16,826$796 12/31/2023
Orion Portfolio Solutions LLC16,395$783 12/31/2023
     FMHI16,395$783 12/31/2023
Concurrent Investment Advisors LLC16,338$779 12/31/2023
     FMHI16,338$779 12/31/2023
Rockefeller Capital Management L.P.16,193$772 12/31/2023
     FMHI16,193$772 12/31/2023
Truist Financial Corp15,814$754 12/31/2023
     FMHI15,814$754 12/31/2023
Snowden Capital Advisors LLC14,118$673 12/31/2023
     FMHI14,118$673 12/31/2023
Arbor Capital Management Inc. ADV13,797$656 12/31/2023
     FMHI13,797$656 12/31/2023
Nations Financial Group Inc. IA ADV13,470$649 03/31/2024
     FMHI13,470$649 03/31/2024
D.A. Davidson & CO.12,193$581 12/31/2023
     FMHI12,193$581 12/31/2023
Raymond James Trust N.A.11,783$568 03/31/2024
     FMHI11,783$568 03/31/2024
CFO4Life Group LLC11,570$552 12/31/2023
     FMHI11,570$552 12/31/2023
Hobart Private Capital LLC11,323$546 03/31/2024
     FMHI11,323$546 03/31/2024
AdvisorNet Financial Inc10,923$526 03/31/2024
     FMHI10,923$526 03/31/2024
Jane Street Group LLC10,938$522 12/31/2023
     FMHI10,938$522 12/31/2023
Insight Wealth Strategies LLC10,661$514 03/31/2024
     FMHI10,661$514 03/31/2024
Cary Street Partners Investment Advisory LLC10,453$498 12/31/2023
     FMHI10,453$498 12/31/2023
Hedeker Wealth LLC9,614$463 03/31/2024
     FMHI9,614$463 03/31/2024
Mariner LLC9,450$451 12/31/2023
     FMHI9,450$451 12/31/2023
Envestnet Portfolio Solutions Inc.9,391$448 12/31/2023
     FMHI9,391$448 12/31/2023
Geneos Wealth Management Inc.9,374$447 12/31/2023
     FMHI9,374$447 12/31/2023
Kestra Private Wealth Services LLC9,342$445 12/31/2023
     FMHI9,342$445 12/31/2023
Wealthcare Advisory Partners LLC8,400$405 03/31/2024
     FMHI8,400$405 03/31/2024
IFG Advisory LLC8,483$405 12/31/2023
     FMHI8,483$405 12/31/2023
Pineridge Advisors LLC8,271$394 12/31/2023
     FMHI8,271$394 12/31/2023
Global Retirement Partners LLC8,161$393 03/31/2024
     FMHI8,161$393 03/31/2024
Prospera Financial Services Inc8,247$393 12/31/2023
     FMHI8,247$393 12/31/2023
DHJJ Financial Advisors Ltd.8,127$392 03/31/2024
     FMHI8,127$392 03/31/2024
WealthCare Investment Partners LLC7,807$376 03/31/2024
     FMHI7,807$376 03/31/2024
Comerica Bank7,861$375 12/31/2023
     FMHI7,861$375 12/31/2023
Stratos Wealth Partners LTD.7,526$363 03/31/2024
     FMHI7,526$363 03/31/2024
Genesee Capital Advisors LLC7,321$353 03/31/2024
     FMHI7,321$353 03/31/2024
Aurora Private Wealth Inc.7,073$340 03/31/2024
     FMHI7,073$340 03/31/2024
US Bancorp DE6,945$331 12/31/2023
     FMHI6,945$331 12/31/2023
Chicago Partners Investment Group LLC6,821$324 03/31/2024
     FMHI6,821$324 03/31/2024
Benjamin F. Edwards & Company Inc.6,554$313 12/31/2023
     FMHI6,554$313 12/31/2023
Waddell & Associates LLC6,520$311 12/31/2023
     FMHI6,520$311 12/31/2023
Sigma Planning Corp6,418$306 12/31/2023
     FMHI6,418$306 12/31/2023
Clear Creek Financial Management LLC6,310$304 03/31/2024
     FMHI6,310$304 03/31/2024
Xcel Wealth Management LLC6,000$289 03/31/2024
     FMHI6,000$289 03/31/2024
Econ Financial Services Corp5,955$284 12/31/2023
     FMHI5,955$284 12/31/2023
Integrated Wealth Concepts LLC5,893$281 12/31/2023
     FMHI5,893$281 12/31/2023
Lifeworks Advisors LLC5,435$259 12/31/2023
     FMHI5,435$259 12/31/2023
Atria Wealth Solutions Inc.5,429$259 12/31/2023
     FMHI5,429$259 12/31/2023
FSB Premier Wealth Management Inc.5,274$251 12/31/2023
     FMHI5,274$251 12/31/2023
Altus Wealth Group LLC5,098$243 12/31/2023
     FMHI5,098$243 12/31/2023
Eudaimonia Advisors LLC4,916$237 03/31/2024
     FMHI4,916$237 03/31/2024
Avantax Advisory Services Inc.4,844$231 12/31/2023
     FMHI4,844$231 12/31/2023
Landmark Wealth Management LLC4,670$225 03/31/2024
     FMHI4,670$225 03/31/2024
Two Sigma Securities LLC4,474$213 12/31/2023
     FMHI4,474$213 12/31/2023
Key Financial Inc4,375$209 12/31/2023
     FMHI4,375$209 12/31/2023
Virtue Capital Management LLC4,355$207 12/31/2023
     FMHI4,355$207 12/31/2023
Westside Investment Management Inc.2,500$120 03/31/2024
     FMHI2,500$120 03/31/2024
Tanglewood Legacy Advisors LLC2,100$101 03/31/2024
     FMHI2,100$101 03/31/2024
Stephens Consulting LLC1,973$95 03/31/2024
     FMHI1,973$95 03/31/2024
Private Trust Co. NA1,881$91 03/31/2024
     FMHI1,881$91 03/31/2024
Benjamin Edwards Inc.1,915$91 12/31/2023
     FMHI1,915$91 12/31/2023
Creekmur Asset Management LLC1,107$53 12/31/2023
     FMHI1,107$53 12/31/2023
Carmichael Hill & Associates Inc.1,028$50 03/31/2024
     FMHI1,028$50 03/31/2024
Principal Securities Inc.1,010$48 12/31/2023
     FMHI1,010$48 12/31/2023
Advisory Services Network LLC1,000$48 12/31/2023
     FMHI1,000$48 12/31/2023
M&R Capital Management Inc.715$34 03/31/2024
     FMHI715$34 03/31/2024
Creative Financial Designs Inc. ADV602$29 12/31/2023
     FMHI602$29 12/31/2023
Spire Wealth Management390$19 03/31/2024
     FMHI390$19 03/31/2024
Tidemark LLC364$17 12/31/2023
     FMHI364$17 12/31/2023
Capital Analysts LLC307$15 12/31/2023
     FMHI307$15 12/31/2023
Coppell Advisory Solutions LLC295$14 12/31/2023
     FMHI295$14 12/31/2023
GPS Wealth Strategies Group LLC230$11 12/31/2023
     FMHI230$11 12/31/2023
NBC Securities Inc.142$7 03/31/2024
     FMHI142$7 03/31/2024
Beaird Harris Wealth Management LLC100$5 12/31/2023
     FMHI100$5 12/31/2023
Barclays PLC22$1 12/31/2023
     FMHI22$1 12/31/2023
FMR LLC1$0 12/31/2023
     FMHI1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     FMHI0$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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