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This page summarizes the CORP 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 CORP 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 CORP Share Count |
|---|
| Tsfg LLC |
926 |
14,027 |
+13,101 |
+1414.79% |
| Commonwealth Equity Services LLC |
7,705 |
14,203 |
+6,498 |
+84.33% |
| Evensky & Katz LLC |
11,682 |
20,104 |
+8,422 |
+72.09% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
123 |
199 |
+76 |
+61.79% |
| CWM LLC |
633,511 |
1,006,535 |
+373,024 |
+58.88% |
| MinichMacGregor Wealth Management LLC |
38,600 |
50,874 |
+12,274 |
+31.80% |
| Migdal Insurance & Financial Holdings Ltd. |
231,811 |
302,206 |
+70,395 |
+30.37% |
| Keystone Wealth Services LLC |
3,134 |
4,048 |
+914 |
+29.16% |
| Raymond James Financial Services Advisors Inc. |
14,309 |
18,480 |
+4,171 |
+29.15% |
| Planning Capital Management Corp |
585 |
729 |
+144 |
+24.62% |
| Myecfo LLC |
29,706 |
36,279 |
+6,573 |
+22.13% |
| Clear Creek Financial Management LLC |
3,918 |
4,764 |
+846 |
+21.59% |
| Fortis Capital Management LLC |
47,203 |
53,808 |
+6,605 |
+13.99% |
| PrairieView Partners LLC |
735 |
819 |
+84 |
+11.43% |
| RAM Investment Partners LLC |
192,203 |
208,990 |
+16,787 |
+8.73% |
| Mokosak Advisory Group LLC |
176,952 |
191,128 |
+14,176 |
+8.01% |
| Raymond James & Associates |
11,999 |
12,713 |
+714 |
+5.95% |
| McAdam LLC |
98,303 |
103,592 |
+5,289 |
+5.38% |
| Madden Advisory Services Inc. |
12,202 |
12,570 |
+368 |
+3.02% |
| Ausdal Financial Partners Inc. |
66,549 |
68,059 |
+1,510 |
+2.27% |
| Center for Financial Planning Inc. |
138 |
140 |
+2 |
+1.45% |
| Private Advisor Group LLC |
26,433 |
26,791 |
+358 |
+1.35% |
| Parkside Financial Bank & Trust |
273 |
276 |
+3 |
+1.10% |
| Cornerstone Wealth Management LLC |
117,488 |
118,395 |
+907 |
+0.77% |
| Alliance Wealth Management Group |
87,778 |
88,166 |
+388 |
+0.44% |
| 13F Filers Reporting New Positions In CORP |
|---|
| Atticus Wealth Management LLC |
0 |
0 |
UNCH |
100% |
| BNP Paribas |
0 |
8,903 |
+8,903 |
+100% |
| Allworth Financial LP |
0 |
104,000 |
+104,000 |
+100% |
| Brookstone Capital Management |
0 |
2,138 |
+2,138 |
+100% |
| Tradewinds Capital Management LLC |
0 |
124,444 |
+124,444 |
+100% |
| JNB Advisors LLC |
0 |
34,608 |
+34,608 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
400 |
+400 |
+100% |
| Activest Wealth Management |
0 |
1,040 |
+1,040 |
+100% |
| Unique Wealth Strategies LLC |
0 |
10,127 |
+10,127 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
27 |
+27 |
+100% |
| Central Pacific Bank Trust Division |
0 |
10 |
+10 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| First National Corp MA ADV |
15,259 |
15,259 |
UNCH |
0.00% |
| Private Trust Co. NA |
451 |
451 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
1,400 |
1,400 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
50 |
50 |
UNCH |
0.00% |
| WealthShield Partners LLC |
246 |
246 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
650 |
650 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
50 |
50 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
1,270 |
1,270 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
41 |
41 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
406 |
406 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
300 |
300 |
UNCH |
0.00% |
| 13F Filers Decreasing CORP Share Count |
|---|
| Cambridge Investment Research Advisors Inc. |
16,944 |
4,426 |
-12,518 |
-73.88% |
| Financial Futures Ltd Liability Co. |
77,370 |
27,670 |
-49,700 |
-64.24% |
| Altus Wealth Group LLC |
16,817 |
7,225 |
-9,592 |
-57.04% |
| KWB Wealth |
4,246 |
3,353 |
-893 |
-21.03% |
| DAVENPORT & Co LLC |
2,933 |
2,447 |
-486 |
-16.57% |
| Perfromance Wealth Partners LLC |
43,729 |
39,539 |
-4,190 |
-9.58% |
| Proequities Inc. |
5,965 |
5,603 |
-362 |
-6.07% |
| Bangor Savings Bank |
502 |
472 |
-30 |
-5.98% |
| Detalus Advisors LLC |
2,728 |
2,585 |
-143 |
-5.24% |
| Strategic Blueprint LLC |
6,595 |
6,300 |
-295 |
-4.47% |
| Spire Wealth Management |
231 |
223 |
-8 |
-3.46% |
| Glass Jacobson Investment Advisors llc |
5,224 |
5,104 |
-120 |
-2.30% |
| Oxinas Partners Wealth Management LLC |
2,496 |
2,447 |
-49 |
-1.96% |
| Sequoia Financial Advisors LLC |
75,293 |
73,961 |
-1,332 |
-1.77% |
| Great Waters Wealth Management |
20,855 |
20,499 |
-356 |
-1.71% |
| BCS Wealth Management |
2,904 |
2,864 |
-40 |
-1.38% |
| Financial Freedom LLC |
17,778 |
17,629 |
-149 |
-0.84% |
| Fortitude Advisory Group L.L.C. |
2,318 |
2,307 |
-11 |
-0.47% |
| Triumph Capital Management |
4,098 |
4,084 |
-14 |
-0.34% |
| 13F Filers Exiting CORP |
|---|
| International Assets Investment Management LLC |
11,185 |
0 |
-11,185 |
-100.00% |
| Capital Planning LLC |
3,063 |
0 |
-3,063 |
-100.00% |
| Gradient Investments LLC |
325 |
0 |
-325 |
-100.00% |
| Signaturefd LLC |
78 |
0 |
-78 |
-100.00% |
| BNP Paribas Arbitrage SA |
8,854 |
0 |
-8,854 |
-100.00% |
| Valicenti Advisory Services Inc. |
8,467 |
0 |
-8,467 |
-100.00% |
| Huntington National Bank |
77 |
0 |
-77 |
-100.00% |
See Summary: Institutional Holders of CORP
See Details: Top 10 Hedge Funds Holding CORP
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