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This page summarizes the FMHI 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 FMHI 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 FMHI Share Count |
|---|
| CWM LLC |
10,096 |
49,919 |
+39,823 |
+394.44% |
| Wealthcare Advisory Partners LLC |
4,200 |
8,400 |
+4,200 |
+100.00% |
| Westside Investment Management Inc. |
1,500 |
2,500 |
+1,000 |
+66.67% |
| GSG Advisors LLC |
28,490 |
39,129 |
+10,639 |
+37.34% |
| Evergreen Private Wealth LLC |
23,286 |
29,374 |
+6,088 |
+26.14% |
| High Net Worth Advisory Group LLC |
19,795 |
22,917 |
+3,122 |
+15.77% |
| OneAscent Financial Services LLC |
15,969 |
17,784 |
+1,815 |
+11.37% |
| Cornerstone Wealth Management LLC |
61,952 |
64,318 |
+2,366 |
+3.82% |
| Wealth Enhancement Advisory Services LLC |
1,383,369 |
1,428,109 |
+44,740 |
+3.23% |
| DHJJ Financial Advisors Ltd. |
7,898 |
8,127 |
+229 |
+2.90% |
| Hedeker Wealth LLC |
9,492 |
9,614 |
+122 |
+1.29% |
| Insight Wealth Strategies LLC |
10,598 |
10,661 |
+63 |
+0.59% |
| Hobart Private Capital LLC |
11,286 |
11,323 |
+37 |
+0.33% |
| AdvisorNet Financial Inc |
10,890 |
10,923 |
+33 |
+0.30% |
| 13F Filers Reporting New Positions In FMHI |
|---|
| Stewardship Advisors LLC |
0 |
17,393 |
+17,393 |
+100% |
| WealthCare Investment Partners LLC |
0 |
7,807 |
+7,807 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
142 |
142 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
715 |
715 |
UNCH |
0.00% |
| Stephens Consulting LLC |
1,973 |
1,973 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
2,100 |
2,100 |
UNCH |
0.00% |
| 13F Filers Decreasing FMHI Share Count |
|---|
| Country Trust Bank |
29,138 |
20,175 |
-8,963 |
-30.76% |
| Stratos Wealth Partners LTD. |
10,296 |
7,526 |
-2,770 |
-26.90% |
| Cyndeo Wealth Partners LLC |
101,849 |
89,089 |
-12,760 |
-12.53% |
| Rockland Trust Co. |
84,057 |
75,651 |
-8,406 |
-10.00% |
| RFG Advisory LLC |
18,947 |
18,685 |
-262 |
-1.38% |
| Signature Securities Group Corporation |
27,841 |
27,709 |
-132 |
-0.47% |
| 13F Filers Exiting FMHI |
|---|
| International Assets Investment Management LLC |
181,613 |
0 |
-181,613 |
-100.00% |
See Summary: Institutional Holders of FMHI
See Details: Top 10 Hedge Funds Holding FMHI
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