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This page summarizes the KOMP 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 KOMP 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 KOMP Share Count |
|---|
| Strategic Advocates LLC |
12,391 |
421,348 |
+408,957 |
+3300.44% |
| Salem Investment Counselors Inc. |
12 |
183 |
+171 |
+1425.00% |
| Allworth Financial LP |
546 |
763 |
+217 |
+39.74% |
| Cambridge Investment Research Advisors Inc. |
38,146 |
41,219 |
+3,073 |
+8.06% |
| Apollon Wealth Management LLC |
22,088 |
23,672 |
+1,584 |
+7.17% |
| Lunt Capital Management Inc. |
27,887 |
29,593 |
+1,706 |
+6.12% |
| Towerpoint Wealth LLC |
83,547 |
88,553 |
+5,006 |
+5.99% |
| Main Street Financial Solutions LLC |
6,348 |
6,666 |
+318 |
+5.01% |
| NovaPoint Capital LLC |
77,057 |
79,405 |
+2,348 |
+3.05% |
| WealthCare Investment Partners LLC |
19,255 |
19,598 |
+343 |
+1.78% |
| Financial Guidance Group Inc. |
55,821 |
56,597 |
+776 |
+1.39% |
| Wealthcare Advisory Partners LLC |
47,182 |
47,452 |
+270 |
+0.57% |
| SOL Capital Management CO |
75,929 |
76,250 |
+321 |
+0.42% |
| Sweet Financial Partners LLC |
60,086 |
60,088 |
+2 |
+0.00% |
| 13F Filers Reporting New Positions In KOMP |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| NBT Bank N A NY |
0 |
245 |
+245 |
+100% |
| Mather Group LLC. |
0 |
1,950 |
+1,950 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
36 |
+36 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
1,167 |
+1,167 |
+100% |
| LifeSteps Financial Inc. |
0 |
132 |
+132 |
+100% |
| Berger Financial Group Inc |
0 |
12,620 |
+12,620 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Duncker Streett & Co. Inc. |
1,350 |
1,350 |
UNCH |
0.00% |
| Optimum Investment Advisors |
2,796 |
2,796 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
61 |
61 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
350 |
350 |
UNCH |
0.00% |
| Phillips Financial Management LLC |
69 |
69 |
UNCH |
0.00% |
| Gradient Investments LLC |
139 |
139 |
UNCH |
0.00% |
| Macroview Investment Management LLC |
19 |
19 |
UNCH |
0.00% |
| SNS Financial Group LLC |
4,476 |
4,476 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
1,382 |
1,382 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
571 |
571 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
336 |
336 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
239 |
239 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
45 |
45 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
400 |
400 |
UNCH |
0.00% |
| Key Financial Inc |
83 |
83 |
UNCH |
0.00% |
| Spire Wealth Management |
366 |
366 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
349 |
349 |
UNCH |
0.00% |
| 13F Filers Decreasing KOMP Share Count |
|---|
| CWM LLC |
32,883 |
4,908 |
-27,975 |
-85.07% |
| Commonwealth Equity Services LLC |
237,249 |
88,779 |
-148,470 |
-62.58% |
| Concord Wealth Partners |
1,739 |
1,198 |
-541 |
-31.11% |
| Horizon Bancorp Inc. IN |
75 |
56 |
-19 |
-25.33% |
| Raymond James Financial Services Advisors Inc. |
13,801 |
11,879 |
-1,922 |
-13.93% |
| Raymond James & Associates |
89,632 |
79,628 |
-10,004 |
-11.16% |
| Private Advisor Group LLC |
4,788 |
4,316 |
-472 |
-9.86% |
| Pinnacle Bank |
510 |
468 |
-42 |
-8.24% |
| Summit Investment Advisory Services LLC |
12,990 |
12,772 |
-218 |
-1.68% |
| Stratos Wealth Advisors LLC |
60,747 |
60,252 |
-495 |
-0.81% |
| Brookstone Capital Management |
30,281 |
30,161 |
-120 |
-0.40% |
| 13F Filers Exiting KOMP |
|---|
| Fundamentun LLC |
44,133 |
0 |
-44,133 |
-100.00% |
| Clear Investment Research LLC |
680 |
0 |
-680 |
-100.00% |
| Archford Capital Strategies LLC |
45,398 |
0 |
-45,398 |
-100.00% |
See Summary: Institutional Holders of KOMP
See Details: Top 10 Hedge Funds Holding KOMP
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