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This page summarizes the LVHI 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 LVHI 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 LVHI Share Count |
|---|
| Benchmark Financial Wealth Advisors LLC |
13,946 |
35,671 |
+21,725 |
+155.78% |
| Total Clarity Wealth Management Inc. |
9,402 |
15,095 |
+5,693 |
+60.55% |
| CWM LLC |
110,375 |
173,550 |
+63,175 |
+57.24% |
| Stratos Wealth Advisors LLC |
49,671 |
64,123 |
+14,452 |
+29.10% |
| L.M. Kohn & Company |
27,361 |
32,096 |
+4,735 |
+17.31% |
| Cambridge Investment Research Advisors Inc. |
113,647 |
129,212 |
+15,565 |
+13.70% |
| Private Trust Co. NA |
5,165 |
5,643 |
+478 |
+9.25% |
| BKA Wealth Consulting Inc. |
140,051 |
151,886 |
+11,835 |
+8.45% |
| Aviance Capital Partners LLC |
25,702 |
27,730 |
+2,028 |
+7.89% |
| Foresight Capital Management Advisors Inc. |
90,328 |
95,594 |
+5,266 |
+5.83% |
| Raymond James & Associates |
179,137 |
188,259 |
+9,122 |
+5.09% |
| Principle Wealth Partners LLC |
78,070 |
80,555 |
+2,485 |
+3.18% |
| OneAscent Financial Services LLC |
41,498 |
42,751 |
+1,253 |
+3.02% |
| Cedar Mountain Advisors LLC |
293,113 |
297,368 |
+4,255 |
+1.45% |
| Raymond James Trust N.A. |
21,429 |
21,674 |
+245 |
+1.14% |
| Berger Financial Group Inc |
12,288 |
12,338 |
+50 |
+0.41% |
| Sunbelt Securities Inc. |
972 |
973 |
+1 |
+0.10% |
| LexAurum Advisors LLC |
13,001 |
13,009 |
+8 |
+0.06% |
| 13F Filers Reporting New Positions In LVHI |
|---|
| Insight Wealth Strategies LLC |
0 |
425,272 |
+425,272 |
+100% |
| Cedar Brook Financial Partners LLC |
0 |
11,967 |
+11,967 |
+100% |
| Montis Financial LLC |
0 |
15,203 |
+15,203 |
+100% |
| Focus Financial Network Inc. |
0 |
101,722 |
+101,722 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
1,438 |
1,438 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
118 |
118 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
137 |
137 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
15 |
15 |
UNCH |
0.00% |
| Stephens Consulting LLC |
467 |
467 |
UNCH |
0.00% |
| 13F Filers Decreasing LVHI Share Count |
|---|
| Trilogy Capital Inc. |
87,841 |
63,089 |
-24,752 |
-28.18% |
| Wealth Enhancement Advisory Services LLC |
93,034 |
77,126 |
-15,908 |
-17.10% |
| Raymond James Financial Services Advisors Inc. |
328,096 |
279,816 |
-48,280 |
-14.72% |
| Cornerstone Wealth Group LLC |
138,946 |
133,734 |
-5,212 |
-3.75% |
| Arden Trust Co |
39,700 |
38,392 |
-1,308 |
-3.29% |
| Dynamic Advisor Solutions LLC |
34,503 |
33,712 |
-791 |
-2.29% |
| 13F Filers Exiting LVHI |
|---|
| Sound Income Strategies LLC |
264 |
0 |
-264 |
-100.00% |
See Summary: Institutional Holders of LVHI
See Details: Top 10 Hedge Funds Holding LVHI
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