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This page summarizes the EMNT 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 EMNT 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 EMNT Share Count |
Wealth Enhancement Advisory Services LLC |
44,743 |
50,934 |
+6,191 |
+13.84% |
Laurel Wealth Planning LLC |
36,156 |
40,057 |
+3,901 |
+10.79% |
Albion Financial Group UT |
5,889 |
6,284 |
+395 |
+6.71% |
Skyline Advisors Inc. |
7,427 |
7,506 |
+79 |
+1.06% |
Raymond James Financial Services Advisors Inc. |
95,679 |
96,487 |
+808 |
+0.84% |
Cambridge Investment Research Advisors Inc. |
2,882 |
2,887 |
+5 |
+0.17% |
13F Filers Reporting New Positions In EMNT |
Towerpoint Wealth LLC |
0 |
2,100 |
+2,100 |
+100% |
PFG Investments LLC |
0 |
55,183 |
+55,183 |
+100% |
PFS Partners LLC |
0 |
93 |
+93 |
+100% |
Focus Financial Network Inc. |
0 |
2,068 |
+2,068 |
+100% |
13F Filers With Unchanged Share Count |
ST Germain D J Co. Inc. |
428 |
428 |
UNCH |
0.00% |
AlphaMark Advisors LLC |
1 |
1 |
UNCH |
0.00% |
Edmonds Duncan Registered Investment Advisors LLC |
3,364 |
3,364 |
UNCH |
0.00% |
13F Filers Decreasing EMNT Share Count |
Private Trust Co. NA |
902 |
400 |
-502 |
-55.65% |
CWM LLC |
3,135 |
1,650 |
-1,485 |
-47.37% |
Walkner Condon Financial Advisors LLC |
12,325 |
10,710 |
-1,615 |
-13.10% |
Allworth Financial LP |
1,356 |
1,293 |
-63 |
-4.65% |
First Affirmative Financial Network |
15,558 |
15,196 |
-362 |
-2.33% |
Round Rock Advisors LLC |
4,372 |
4,312 |
-60 |
-1.37% |
See Summary: Institutional Holders of EMNT
See Details: Top 10 Hedge Funds Holding EMNT
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