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This page summarizes the EWL 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 EWL 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 EWL Share Count |
|---|
| Hexagon Capital Partners LLC |
359 |
391 |
+32 |
+8.91% |
| Ameliora Wealth Management Ltd. |
13,295 |
14,134 |
+839 |
+6.31% |
| First Personal Financial Services |
179,711 |
190,076 |
+10,365 |
+5.77% |
| Massmutual Trust Co. FSB ADV |
1,025 |
1,066 |
+41 |
+4.00% |
| Millburn Ridgefield Corp |
467,504 |
484,989 |
+17,485 |
+3.74% |
| Catalyst Capital Advisors LLC |
467,504 |
484,989 |
+17,485 |
+3.74% |
| CWM LLC |
1,826 |
1,868 |
+42 |
+2.30% |
| RFG Advisory LLC |
7,894 |
7,999 |
+105 |
+1.33% |
| CX Institutional |
290,796 |
294,677 |
+3,881 |
+1.33% |
| 13F Filers Reporting New Positions In EWL |
|---|
| Atlas Capital Advisors LLC |
0 |
37 |
+37 |
+100% |
| Allworth Financial LP |
0 |
4,620 |
+4,620 |
+100% |
| Polianta Ltd |
0 |
302,700 |
+302,700 |
+100% |
| Farmers & Merchants Trust Co of Chambersburg PA |
0 |
67 |
+67 |
+100% |
| Security National Bank |
0 |
497 |
+497 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
140 |
140 |
UNCH |
0.00% |
| Tompkins Financial Corp |
2,200 |
2,200 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
475 |
475 |
UNCH |
0.00% |
| Keel Point LLC |
10,646 |
10,646 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
320 |
320 |
UNCH |
0.00% |
| Bogart Wealth LLC |
30 |
30 |
UNCH |
0.00% |
| Solstein Capital LLC |
814 |
814 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
25 |
25 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
166 |
166 |
UNCH |
0.00% |
| Spire Wealth Management |
662 |
662 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
131 |
131 |
UNCH |
0.00% |
| 13F Filers Decreasing EWL Share Count |
|---|
| Raymond James & Associates |
31,264 |
6,667 |
-24,597 |
-78.68% |
| Private Trust Co. NA |
351 |
284 |
-67 |
-19.09% |
| Marotta Asset Management |
14,045 |
12,878 |
-1,167 |
-8.31% |
| Global Retirement Partners LLC |
6,225 |
5,770 |
-455 |
-7.31% |
| GenTrust LLC |
24,160 |
22,410 |
-1,750 |
-7.24% |
| AlphaCentric Advisors LLC |
2,436 |
2,350 |
-86 |
-3.53% |
| Contravisory Investment Management Inc. |
15,735 |
15,250 |
-485 |
-3.08% |
| Wealth Enhancement Advisory Services LLC |
7,266 |
7,096 |
-170 |
-2.34% |
| Banque Cantonale Vaudoise |
17,243 |
16,902 |
-341 |
-1.98% |
| Henrickson Nauta Wealth Advisors Inc. |
7,312 |
7,178 |
-134 |
-1.83% |
| Allspring Global Investments Holdings LLC |
1,052,437 |
1,041,332 |
-11,105 |
-1.06% |
| 13F Filers Exiting EWL |
|---|
| Unique Wealth Strategies LLC |
4,601 |
0 |
-4,601 |
-100.00% |
| BKM Wealth Management LLC |
6 |
0 |
-6 |
-100.00% |
| Kingswood Wealth Advisors LLC |
4,377 |
0 |
-4,377 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
68 |
0 |
-68 |
-100.00% |
| AFG Fiduciary Services Limited Partnership |
11,962 |
0 |
-11,962 |
-100.00% |
| International Assets Investment Management LLC |
6,097 |
0 |
-6,097 |
-100.00% |
| APCM Wealth Management for Individuals |
2,339 |
0 |
-2,339 |
-100.00% |
| Stratos Wealth Partners LTD. |
6,060 |
0 |
-6,060 |
-100.00% |
| Cutler Group LP |
300 |
0 |
-300 |
-100.00% |
| Raymond James Financial Services Advisors Inc. |
4,785 |
0 |
-4,785 |
-100.00% |
| Rational Advisors LLC |
467,504 |
0 |
-467,504 |
-100.00% |
See Summary: Institutional Holders of EWL
See Details: Top 10 Hedge Funds Holding EWL
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