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This page summarizes the COMB holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether COMB is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing COMB Share Count |
|---|
| Lake Street Financial LLC |
130,907 |
172,541 |
+41,634 |
+31.80% |
| Axiom Financial Strategies LLC |
262,926 |
294,621 |
+31,695 |
+12.05% |
| Bank of New York Mellon Corp |
11,610 |
12,830 |
+1,220 |
+10.51% |
| Gainplan LLC |
28,048 |
30,722 |
+2,674 |
+9.53% |
| Appleton Partners Inc. MA |
147,000 |
158,763 |
+11,763 |
+8.00% |
| Resonant Capital Advisors LLC |
437,243 |
470,038 |
+32,795 |
+7.50% |
| Inscription Capital LLC |
96,128 |
97,091 |
+963 |
+1.00% |
| 13F Filers Reporting New Positions In COMB |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Susquehanna International Group LLP |
0 |
46,703 |
+46,703 |
+100% |
| Ronald Blue Trust Inc. |
0 |
11 |
+11 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| US Bancorp DE |
5,246 |
5,246 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
6,606 |
6,606 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
24,985 |
24,985 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
150 |
150 |
UNCH |
0.00% |
| Trivant Custom Portfolio Group LLC |
5,950 |
5,950 |
UNCH |
0.00% |
| 13F Filers Decreasing COMB Share Count |
|---|
| Geneos Wealth Management Inc. |
215 |
55 |
-160 |
-74.42% |
| Guardian Asset Advisors LLC |
17,502 |
11,736 |
-5,766 |
-32.94% |
| Buckingham Strategic Wealth LLC |
26,849 |
22,507 |
-4,342 |
-16.17% |
| Great Lakes Advisors LLC |
140,849 |
133,605 |
-7,244 |
-5.14% |
| Northcape Wealth Management LLC |
45,972 |
43,928 |
-2,044 |
-4.45% |
| 13F Filers Exiting COMB |
|---|
| Upper Left Wealth Management LLC |
43,697 |
0 |
-43,697 |
-100.00% |
| Advisory Services Network LLC |
415 |
0 |
-415 |
-100.00% |
| Commonwealth Equity Services LLC |
119,853 |
0 |
-119,853 |
-100.00% |
See Summary: Institutional Holders of COMB
See Details: Top 10 Hedge Funds Holding COMB
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