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This page summarizes the MDYV 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 MDYV 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 MDYV Share Count |
|---|
| Stratos Wealth Partners LTD. |
3,435 |
16,088 |
+12,653 |
+368.36% |
| CWM LLC |
72,682 |
89,488 |
+16,806 |
+23.12% |
| Ignite Planners LLC |
21,955 |
26,201 |
+4,246 |
+19.34% |
| Silverlake Wealth Management LLC |
3,419 |
3,970 |
+551 |
+16.12% |
| Wealth Enhancement Advisory Services LLC |
4,515,398 |
5,237,228 |
+721,830 |
+15.99% |
| Wealthcare Advisory Partners LLC |
20,846 |
23,356 |
+2,510 |
+12.04% |
| Burt Wealth Advisors |
4,922 |
5,499 |
+577 |
+11.72% |
| Fifth Third Securities Inc. |
3,802 |
4,246 |
+444 |
+11.68% |
| LongView Wealth Management |
6,201 |
6,711 |
+510 |
+8.22% |
| CCG Wealth Management LLC |
5,330 |
5,759 |
+429 |
+8.05% |
| Sharper & Granite LLC |
5,330 |
5,755 |
+425 |
+7.97% |
| AdvisorNet Financial Inc |
780 |
841 |
+61 |
+7.82% |
| Portside Wealth Group LLC |
38,303 |
40,536 |
+2,233 |
+5.83% |
| Michael S. Ryan Inc. |
167,042 |
176,554 |
+9,512 |
+5.69% |
| Madison Park Capital Advisors LLC |
9,818 |
10,368 |
+550 |
+5.60% |
| CX Institutional |
13,586 |
14,339 |
+753 |
+5.54% |
| Pure Financial Advisors Inc. |
17,707 |
18,256 |
+549 |
+3.10% |
| Inspirion Wealth Advisors LLC |
4,193 |
4,313 |
+120 |
+2.86% |
| Waller Financial Planning Group Inc. |
62,480 |
63,484 |
+1,004 |
+1.61% |
| Clarus Wealth Advisors |
56,910 |
57,643 |
+733 |
+1.29% |
| Courage Miller Partners LLC |
28,708 |
29,073 |
+365 |
+1.27% |
| Stephens Consulting LLC |
148 |
149 |
+1 |
+0.68% |
| Occidental Asset Management LLC |
24,679 |
24,826 |
+147 |
+0.60% |
| Courier Capital LLC |
22,440 |
22,543 |
+103 |
+0.46% |
| HFG Advisors Inc. |
11,697 |
11,720 |
+23 |
+0.20% |
| ERn Financial LLC |
219,182 |
219,510 |
+328 |
+0.15% |
| Annapolis Financial Services LLC |
49,680 |
49,729 |
+49 |
+0.10% |
| Bill Few Associates Inc. |
6,549 |
6,551 |
+2 |
+0.03% |
| Collective Family Office LLC |
11,103 |
11,104 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In MDYV |
|---|
| Signature Securities Group Corporation |
0 |
3,202 |
+3,202 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
70 |
+70 |
+100% |
| Confluence Investment Management LLC |
0 |
326,099 |
+326,099 |
+100% |
| IMC Chicago LLC |
0 |
28,622 |
+28,622 |
+100% |
| Mather Group LLC. |
0 |
71 |
+71 |
+100% |
| Aspire Private Capital LLC |
0 |
97 |
+97 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
210 |
+210 |
+100% |
| GoalVest Advisory LLC |
0 |
369 |
+369 |
+100% |
| NorthCrest Asset Manangement LLC |
0 |
5,108 |
+5,108 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
271 |
271 |
UNCH |
0.00% |
| Tompkins Financial Corp |
6 |
6 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
42 |
42 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
125 |
125 |
UNCH |
0.00% |
| Evensky & Katz LLC |
603 |
603 |
UNCH |
0.00% |
| Advance Capital Management Inc. |
9,091 |
9,091 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
17 |
17 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
311 |
311 |
UNCH |
0.00% |
| LexAurum Advisors LLC |
6,788 |
6,788 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
4,848 |
4,848 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
26 |
26 |
UNCH |
0.00% |
| Capital Advisory Group Advisory Services LLC |
3,950 |
3,950 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
2,285 |
2,285 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
7,000 |
7,000 |
UNCH |
0.00% |
| 13F Filers Decreasing MDYV Share Count |
|---|
| Baldwin Brothers Inc. MA |
246 |
44 |
-202 |
-82.11% |
| Park Avenue Securities LLC |
27,795 |
9,037 |
-18,758 |
-67.49% |
| Sound Income Strategies LLC |
15 |
11 |
-4 |
-26.67% |
| Measured Wealth Private Client Group LLC |
16,954 |
13,802 |
-3,152 |
-18.59% |
| Appleton Partners Inc. MA |
3,553 |
3,058 |
-495 |
-13.93% |
| Cypress Wealth Services LLC |
4,333 |
3,958 |
-375 |
-8.65% |
| Marotta Asset Management |
78,493 |
71,753 |
-6,740 |
-8.59% |
| Apeiron RIA LLC |
6,094 |
5,702 |
-392 |
-6.43% |
| OneAscent Financial Services LLC |
6,554 |
6,146 |
-408 |
-6.23% |
| Wallace Advisory Group LLC |
8,663 |
8,190 |
-473 |
-5.46% |
| Omega Financial Group LLC |
24,276 |
23,061 |
-1,215 |
-5.00% |
| Pinnacle Bank |
207 |
199 |
-8 |
-3.86% |
| Total Wealth Planning LLC |
106,436 |
102,463 |
-3,973 |
-3.73% |
| Iron Horse Wealth Management LLC |
2,017 |
1,943 |
-74 |
-3.67% |
| Stratos Wealth Advisors LLC |
29,198 |
28,197 |
-1,001 |
-3.43% |
| Brookstone Capital Management |
9,327 |
9,011 |
-316 |
-3.39% |
| D. Scott Neal Inc. |
18,740 |
18,211 |
-529 |
-2.82% |
| Retirement Planning Group |
3,335 |
3,258 |
-77 |
-2.31% |
| Signet Financial Management LLC |
189,672 |
186,548 |
-3,124 |
-1.65% |
| Edmonds Duncan Registered Investment Advisors LLC |
2,750 |
2,713 |
-37 |
-1.35% |
| Asset Dedication LLC |
272,670 |
269,779 |
-2,891 |
-1.06% |
| Somerset Trust Co |
2,781 |
2,771 |
-10 |
-0.36% |
| Juncture Wealth Strategies LLC |
22,839 |
22,803 |
-36 |
-0.16% |
| 13F Filers Exiting MDYV |
|---|
| Koss Olinger Consulting LLC |
69,727 |
0 |
-69,727 |
-100.00% |
| International Assets Investment Management LLC |
181,375 |
0 |
-181,375 |
-100.00% |
| Tsfg LLC |
200 |
0 |
-200 |
-100.00% |
| Indiana Trust & Investment Management CO |
87 |
0 |
-87 |
-100.00% |
See Summary: Institutional Holders of MDYV
See Details: Top 10 Hedge Funds Holding MDYV
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