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This page summarizes the FMB 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 FMB 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 FMB Share Count |
|---|
| PFS Partners LLC |
249 |
10,077 |
+9,828 |
+3946.99% |
| DHJJ Financial Advisors Ltd. |
35 |
360 |
+325 |
+928.57% |
| CWM LLC |
24,728 |
56,461 |
+31,733 |
+128.33% |
| Financial Strategies Group Inc. |
7,575 |
13,289 |
+5,714 |
+75.43% |
| Fragasso Group Inc. |
6,000 |
8,900 |
+2,900 |
+48.33% |
| Seascape Capital Management |
15,046 |
21,350 |
+6,304 |
+41.90% |
| GSG Advisors LLC |
14,682 |
20,286 |
+5,604 |
+38.17% |
| Cooksen Wealth LLC |
4,734 |
6,334 |
+1,600 |
+33.80% |
| Occidental Asset Management LLC |
8,532 |
11,002 |
+2,470 |
+28.95% |
| LVZ Advisors Inc. |
6,813 |
8,753 |
+1,940 |
+28.47% |
| Southland Equity Partners LLC |
26,942 |
33,830 |
+6,888 |
+25.57% |
| Stratos Wealth Advisors LLC |
26,373 |
32,616 |
+6,243 |
+23.67% |
| RMR Wealth Builders |
194,086 |
239,188 |
+45,102 |
+23.24% |
| Hobart Private Capital LLC |
9,565 |
11,761 |
+2,196 |
+22.96% |
| Country Trust Bank |
90,404 |
106,320 |
+15,916 |
+17.61% |
| MONECO Advisors LLC |
17,500 |
20,561 |
+3,061 |
+17.49% |
| Raymond James Financial Services Advisors Inc. |
645,246 |
751,689 |
+106,443 |
+16.50% |
| Prestige Wealth Management Group LLC |
68,534 |
79,662 |
+11,128 |
+16.24% |
| Commonwealth Equity Services LLC |
289,941 |
335,527 |
+45,586 |
+15.72% |
| Bowman & Co S.C. |
7,631 |
8,560 |
+929 |
+12.17% |
| Security Financial Services INC. |
8,060 |
9,023 |
+963 |
+11.95% |
| Lake Street Financial LLC |
87,190 |
96,300 |
+9,110 |
+10.45% |
| Patten Group Inc. |
9,651 |
10,621 |
+970 |
+10.05% |
| Sequoia Financial Advisors LLC |
903,423 |
987,518 |
+84,095 |
+9.31% |
| Cambridge Investment Research Advisors Inc. |
114,242 |
123,705 |
+9,463 |
+8.28% |
| Ausdal Financial Partners Inc. |
50,084 |
53,771 |
+3,687 |
+7.36% |
| Nilsine Partners LLC |
21,807 |
23,350 |
+1,543 |
+7.08% |
| Main Line Retirement Advisors LLC |
58,735 |
62,627 |
+3,892 |
+6.63% |
| Saxon Interests Inc. |
9,749 |
10,349 |
+600 |
+6.15% |
| Landmark Wealth Management LLC |
57,710 |
60,931 |
+3,221 |
+5.58% |
| Weitzel Financial Services Inc. |
46,359 |
48,742 |
+2,383 |
+5.14% |
| Benjamin Edwards Inc. |
4,828 |
5,075 |
+247 |
+5.12% |
| Foster & Motley Inc. |
39,322 |
41,320 |
+1,998 |
+5.08% |
| Clear Creek Financial Management LLC |
29,420 |
30,865 |
+1,445 |
+4.91% |
| Private Advisor Group LLC |
160,775 |
167,403 |
+6,628 |
+4.12% |
| Private Trust Co. NA |
20,016 |
20,837 |
+821 |
+4.10% |
| Hedeker Wealth LLC |
31,762 |
33,042 |
+1,280 |
+4.03% |
| Insight Wealth Strategies LLC |
32,348 |
33,445 |
+1,097 |
+3.39% |
| Arkansas Financial Group Inc. |
117,386 |
120,966 |
+3,580 |
+3.05% |
| Walkner Condon Financial Advisors LLC |
14,106 |
14,533 |
+427 |
+3.03% |
| Benjamin F. Edwards & Company Inc. |
17,616 |
18,123 |
+507 |
+2.88% |
| Congress Wealth Management LLC DE |
675,130 |
693,046 |
+17,916 |
+2.65% |
| Sebold Capital Management Inc. |
33,750 |
34,556 |
+806 |
+2.39% |
| Cooper Financial Group |
15,900 |
16,067 |
+167 |
+1.05% |
| Genesee Capital Advisors LLC |
4,122 |
4,165 |
+43 |
+1.04% |
| Total Investment Management Inc. |
5,836 |
5,891 |
+55 |
+0.94% |
| PCG Wealth Advisors LLC |
47,102 |
47,529 |
+427 |
+0.91% |
| Kowal Investment Group LLC |
219,293 |
221,192 |
+1,899 |
+0.87% |
| Quad Cities Investment Group LLC |
4,904 |
4,941 |
+37 |
+0.75% |
| Etesian Wealth Advisors Inc. |
89,057 |
89,661 |
+604 |
+0.68% |
| Tanglewood Legacy Advisors LLC |
1,165 |
1,172 |
+7 |
+0.60% |
| Cornerstone Wealth Management LLC |
7,791 |
7,832 |
+41 |
+0.53% |
| Stephens Consulting LLC |
3,492 |
3,503 |
+11 |
+0.32% |
| ERn Financial LLC |
248,532 |
249,260 |
+728 |
+0.29% |
| Capital Investment Advisory Services LLC |
31,040 |
31,091 |
+51 |
+0.16% |
| Cedrus LLC |
8,322 |
8,323 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In FMB |
|---|
| Financial Management Professionals Inc. |
0 |
0 |
UNCH |
100% |
| Patriot Financial Group Insurance Agency LLC |
0 |
7,782 |
+7,782 |
+100% |
| OneAscent Financial Services LLC |
0 |
4,371 |
+4,371 |
+100% |
| GoalVest Advisory LLC |
0 |
3,506 |
+3,506 |
+100% |
| Naviter Wealth LLC |
0 |
17,158 |
+17,158 |
+100% |
| New Perspectives Inc |
0 |
6,644 |
+6,644 |
+100% |
| Core Wealth Partners LLC |
0 |
7,230 |
+7,230 |
+100% |
| Iams Wealth Management LLC |
0 |
4,412 |
+4,412 |
+100% |
| Focus Financial Network Inc. |
0 |
4,092 |
+4,092 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
414 |
414 |
UNCH |
0.00% |
| Mcdonald Partners LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Legacy Private Trust Co. |
89,275 |
89,275 |
UNCH |
0.00% |
| Lunt Capital Management Inc. |
9,947 |
9,947 |
UNCH |
0.00% |
| Steele Capital Management Inc. |
7,696 |
7,696 |
UNCH |
0.00% |
| Kovack Advisors Inc. |
9,000 |
9,000 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
6,195 |
6,195 |
UNCH |
0.00% |
| Cedar Brook Financial Partners LLC |
4,134 |
4,134 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
4,913 |
4,913 |
UNCH |
0.00% |
| Capital Market Strategies LLC |
4,895 |
4,895 |
UNCH |
0.00% |
| Grant GrossMendelsohn LLC |
30,646 |
30,646 |
UNCH |
0.00% |
| One One Wealth Management LLC |
9,551 |
9,551 |
UNCH |
0.00% |
| Ashton Thomas Private Wealth LLC |
9,885 |
9,885 |
UNCH |
0.00% |
| 13F Filers Decreasing FMB Share Count |
|---|
| Steel Peak Wealth Management LLC |
44,280 |
4,258 |
-40,022 |
-90.38% |
| Wealth Management Resources Inc. |
81,121 |
44,099 |
-37,022 |
-45.64% |
| NBC Securities Inc. |
2,575 |
1,598 |
-977 |
-37.94% |
| TL Private Wealth |
19,926 |
16,052 |
-3,874 |
-19.44% |
| Stock Yards Bank & Trust Co. |
40,557 |
32,811 |
-7,746 |
-19.10% |
| Moneywise Inc. |
42,175 |
35,564 |
-6,611 |
-15.68% |
| Signature Wealth Management Group |
17,617 |
15,360 |
-2,257 |
-12.81% |
| Signature Securities Group Corporation |
45,900 |
40,110 |
-5,790 |
-12.61% |
| Paul Damon & Associates Inc. |
47,079 |
41,327 |
-5,752 |
-12.22% |
| Wheelhouse Advisory Group LLC |
11,283 |
10,001 |
-1,282 |
-11.36% |
| Warren Street Wealth Advisors LLC |
15,312 |
13,636 |
-1,676 |
-10.95% |
| WealthBridge Capital Management LLC |
5,267 |
4,698 |
-569 |
-10.80% |
| Stratos Wealth Partners LTD. |
44,403 |
40,284 |
-4,119 |
-9.28% |
| Wiley BROS. Aintree Capital LLC |
21,944 |
19,971 |
-1,973 |
-8.99% |
| Raymond James Trust N.A. |
8,084 |
7,509 |
-575 |
-7.11% |
| Miracle Mile Advisors LLC |
444,237 |
417,191 |
-27,046 |
-6.09% |
| Raymond James & Associates |
378,490 |
355,590 |
-22,900 |
-6.05% |
| Tempus Wealth Planning LLC |
11,207 |
10,614 |
-593 |
-5.29% |
| Cottonwood Capital Advisors LLC |
16,831 |
16,126 |
-705 |
-4.19% |
| Wealth Enhancement Advisory Services LLC |
39,539 |
37,902 |
-1,637 |
-4.14% |
| SeaCrest Wealth Management LLC |
12,609 |
12,137 |
-472 |
-3.74% |
| Bank of New York Mellon Corp |
218,139 |
211,103 |
-7,036 |
-3.23% |
| Allworth Financial LP |
40,179 |
38,938 |
-1,241 |
-3.09% |
| Murphy Middleton Hinkle & Parker Inc. |
18,950 |
18,400 |
-550 |
-2.90% |
| Worth Financial Advisory Group LLC |
18,756 |
18,296 |
-460 |
-2.45% |
| Sutton Place Investors LLC |
21,925 |
21,433 |
-492 |
-2.24% |
| McNamara Financial Services Inc. |
7,702 |
7,530 |
-172 |
-2.23% |
| First Horizon Advisors Inc. |
109,972 |
108,103 |
-1,869 |
-1.70% |
| Westside Investment Management Inc. |
65,316 |
64,266 |
-1,050 |
-1.61% |
| Tower Wealth Partners Inc. |
40,770 |
40,124 |
-646 |
-1.58% |
| RFG Advisory LLC |
194,688 |
192,325 |
-2,363 |
-1.21% |
| Erickson Financial Group LLC |
4,439 |
4,389 |
-50 |
-1.13% |
| Advance Capital Management Inc. |
79,167 |
78,292 |
-875 |
-1.11% |
| Inspirion Wealth Advisors LLC |
60,392 |
59,746 |
-646 |
-1.07% |
| High Net Worth Advisory Group LLC |
18,703 |
18,513 |
-190 |
-1.02% |
| Purus Wealth Management LLC |
6,642 |
6,579 |
-63 |
-0.95% |
| Kaydan Wealth Management Inc. |
9,254 |
9,194 |
-60 |
-0.65% |
| WealthCare Investment Partners LLC |
48,104 |
47,921 |
-183 |
-0.38% |
| Dynamic Advisor Solutions LLC |
4,693 |
4,677 |
-16 |
-0.34% |
| Opinicus Capital Inc. |
48,254 |
48,126 |
-128 |
-0.27% |
| 13F Filers Exiting FMB |
|---|
| Revisor Wealth Management LLC |
11,773 |
0 |
-11,773 |
-100.00% |
| Lifestyle Asset Management Inc. |
28,586 |
0 |
-28,586 |
-100.00% |
| San Luis Wealth Advisors LLC |
5,134 |
0 |
-5,134 |
-100.00% |
| F M Investments LLC |
5,961 |
0 |
-5,961 |
-100.00% |
| Advisor Resource Council |
4,805 |
0 |
-4,805 |
-100.00% |
| International Assets Investment Management LLC |
131,641 |
0 |
-131,641 |
-100.00% |
| Independence Bank of Kentucky |
521 |
0 |
-521 |
-100.00% |
| Meridian Wealth Management LLC |
7,843 |
0 |
-7,843 |
-100.00% |
| AdvisorNet Financial Inc |
1,450 |
0 |
-1,450 |
-100.00% |
| Boyd Watterson Asset Management LLC OH |
272 |
0 |
-272 |
-100.00% |
See Summary: Institutional Holders of FMB
See Details: Top 10 Hedge Funds Holding FMB
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