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This page summarizes the FYC holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether FYC 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 | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FYC Share Count |
|---|
| Stifel Financial Corp |
10,793 |
25,297 |
+14,504 |
+134.38% |
| Cetera Advisor Networks LLC |
15,145 |
25,706 |
+10,561 |
+69.73% |
| Benjamin F. Edwards & Company Inc. |
37,420 |
53,047 |
+15,627 |
+41.76% |
| Kingsview Wealth Management LLC |
40,964 |
56,682 |
+15,718 |
+38.37% |
| Wells Fargo & Company MN |
66,189 |
88,544 |
+22,355 |
+33.77% |
| Geneos Wealth Management Inc. |
6,664 |
8,287 |
+1,623 |
+24.35% |
| CWM LLC |
952 |
1,168 |
+216 |
+22.69% |
| LPL Financial LLC |
386,991 |
457,894 |
+70,903 |
+18.32% |
| Cambridge Investment Research Advisors Inc. |
15,098 |
17,387 |
+2,289 |
+15.16% |
| Harbour Investments Inc. |
2,615 |
3,001 |
+386 |
+14.76% |
| PSI Advisors LLC |
276 |
306 |
+30 |
+10.87% |
| IFP Advisors Inc |
109,156 |
119,687 |
+10,531 |
+9.65% |
| US Bancorp DE |
18,629 |
19,780 |
+1,151 |
+6.18% |
| J Arnold Wealth Management Co |
198,184 |
208,878 |
+10,694 |
+5.40% |
| Morgan Stanley |
158,870 |
165,631 |
+6,761 |
+4.26% |
| GWM Advisors LLC |
213 |
220 |
+7 |
+3.29% |
| Equitable Holdings Inc. |
36,702 |
37,772 |
+1,070 |
+2.92% |
| Raymond James Financial Services Advisors Inc. |
145,149 |
147,898 |
+2,749 |
+1.89% |
| HFG Advisors Inc. |
17,953 |
18,267 |
+314 |
+1.75% |
| Spire Wealth Management |
127 |
128 |
+1 |
+0.79% |
| Cornerstone Wealth Management LLC |
3,579 |
3,580 |
+1 |
+0.03% |
| 13F Filers Reporting New Positions In FYC |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Principal Securities Inc. |
0 |
271 |
+271 |
+100% |
| Two Sigma Investments LP |
0 |
3,300 |
+3,300 |
+100% |
| Farmers & Merchants Investments Inc. |
0 |
76 |
+76 |
+100% |
| Millennium Management LLC |
0 |
14,982 |
+14,982 |
+100% |
| Cetera Advisors LLC |
0 |
3,424 |
+3,424 |
+100% |
| Prospera Financial Services Inc |
0 |
4,850 |
+4,850 |
+100% |
| Baird Financial Group Inc. |
0 |
3,400 |
+3,400 |
+100% |
| Arkadios Wealth Advisors |
0 |
4,022 |
+4,022 |
+100% |
| International Assets Investment Management LLC |
0 |
166,360 |
+166,360 |
+100% |
| Wealth Effects LLC |
0 |
3,302 |
+3,302 |
+100% |
| Willner & Heller LLC |
0 |
8,749 |
+8,749 |
+100% |
| Tidemark LLC |
0 |
3,731 |
+3,731 |
+100% |
| Northwest Financial Advisors |
0 |
241 |
+241 |
+100% |
| Transcendent Capital Group LLC |
0 |
25 |
+25 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
211 |
211 |
UNCH |
0.00% |
| NBC Securities Inc. |
250 |
250 |
UNCH |
0.00% |
| Janney Montgomery Scott LLC |
6,415 |
6,415 |
UNCH |
0.00% |
| Signaturefd LLC |
12 |
12 |
UNCH |
0.00% |
| Clearwater Capital Advisors LLC |
8,097 |
8,097 |
UNCH |
0.00% |
| Pinnacle Bank |
4,439 |
4,439 |
UNCH |
0.00% |
| Qube Research & Technologies Ltd |
68 |
68 |
UNCH |
0.00% |
| Key Financial Inc |
1,037 |
1,037 |
UNCH |
0.00% |
| Founders Financial Alliance LLC |
2,065 |
2,065 |
UNCH |
0.00% |
| Atria Wealth Solutions Inc. |
4,632 |
4,632 |
UNCH |
0.00% |
| VitalStone Financial LLC |
7 |
7 |
UNCH |
0.00% |
| 13F Filers Decreasing FYC Share Count |
|---|
| IAG Wealth Partners LLC |
40,437 |
1,059 |
-39,378 |
-97.38% |
| Northwestern Mutual Wealth Management Co. |
812 |
70 |
-742 |
-91.38% |
| Susquehanna International Group LLP |
25,856 |
5,536 |
-20,320 |
-78.59% |
| Dunhill Financial LLC |
27,062 |
8,410 |
-18,652 |
-68.92% |
| Advisor Group Holdings Inc. |
46,332 |
32,136 |
-14,196 |
-30.64% |
| The PNC Financial Services Group Inc. |
63,417 |
48,590 |
-14,827 |
-23.38% |
| IHT Wealth Management LLC |
6,041 |
4,700 |
-1,341 |
-22.20% |
| MML Investors Services LLC |
11,090 |
8,650 |
-2,440 |
-22.00% |
| Kestra Advisory Services LLC |
18,666 |
14,748 |
-3,918 |
-20.99% |
| Independent Wealth Network Inc. |
6,877 |
5,474 |
-1,403 |
-20.40% |
| MONECO Advisors LLC |
44,157 |
36,666 |
-7,491 |
-16.96% |
| Global Retirement Partners LLC |
930 |
785 |
-145 |
-15.59% |
| Strid Group LLC |
6,305 |
5,377 |
-928 |
-14.72% |
| Envestnet Asset Management Inc. |
58,094 |
50,762 |
-7,332 |
-12.62% |
| UBS Group AG |
36,472 |
31,873 |
-4,599 |
-12.61% |
| Wagner Wealth Management LLC |
3,309 |
2,922 |
-387 |
-11.70% |
| Commonwealth Equity Services LLC |
7,238 |
6,500 |
-738 |
-10.20% |
| Moneywise Inc. |
55,790 |
50,958 |
-4,832 |
-8.66% |
| MTM Investment Management LLC |
19,209 |
18,442 |
-767 |
-3.99% |
| Raymond James & Associates |
54,821 |
53,083 |
-1,738 |
-3.17% |
| Financial Advocates Investment Management |
4,005 |
3,898 |
-107 |
-2.67% |
| Steward Partners Investment Advisory LLC |
18,809 |
18,319 |
-490 |
-2.61% |
| Transamerica Financial Advisors Inc. |
98 |
96 |
-2 |
-2.04% |
| Bank of America Corp DE |
143,642 |
140,715 |
-2,927 |
-2.04% |
| Royal Bank of Canada |
130,568 |
128,605 |
-1,963 |
-1.50% |
| Quantum Private Wealth LLC |
4,204 |
4,157 |
-47 |
-1.12% |
| FMR LLC |
475 |
471 |
-4 |
-0.84% |
| Bedel Financial Consulting Inc. |
45,304 |
45,086 |
-218 |
-0.48% |
| Comerica Bank |
720 |
718 |
-2 |
-0.28% |
| 13F Filers Exiting FYC |
|---|
| Capital Analysts LLC |
25 |
0 |
-25 |
-100.00% |
| Tower Research Capital LLC TRC |
13,644 |
0 |
-13,644 |
-100.00% |
| Flow Traders U.S. LLC |
13,646 |
0 |
-13,646 |
-100.00% |
| Avantax Advisory Services Inc. |
8,148 |
0 |
-8,148 |
-100.00% |
| First Trust Advisors LP |
444,816 |
0 |
-444,816 |
-100.00% |
See Summary: Institutional Holders of FYC
See Details: Top 10 Hedge Funds Holding FYC
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