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This page summarizes the MEAR 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 MEAR 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 MEAR Share Count |
|---|
| Capital Advisors Ltd. LLC |
121 |
621 |
+500 |
+413.22% |
| Benjamin F. Edwards & Company Inc. |
4,466 |
9,191 |
+4,725 |
+105.80% |
| Sigma Planning Corp |
28,385 |
50,700 |
+22,315 |
+78.62% |
| VERITY Wealth Advisors |
10,038 |
15,421 |
+5,383 |
+53.63% |
| Bridge Advisory LLC |
12,987 |
19,760 |
+6,773 |
+52.15% |
| Source Financial Advisors LLC |
85,545 |
117,362 |
+31,817 |
+37.19% |
| Janney Montgomery Scott LLC |
7,990 |
10,733 |
+2,743 |
+34.33% |
| Raymond James Financial Services Advisors Inc. |
39,315 |
52,345 |
+13,030 |
+33.14% |
| Willis Johnson & Associates Inc. |
29,826 |
39,606 |
+9,780 |
+32.79% |
| CWM LLC |
95,681 |
123,956 |
+28,275 |
+29.55% |
| Valley National Advisers Inc. |
8,978 |
10,764 |
+1,786 |
+19.89% |
| Smart Money Group LLC |
125,077 |
144,943 |
+19,866 |
+15.88% |
| Rockwood Wealth Management LLC |
731,922 |
824,682 |
+92,760 |
+12.67% |
| FinTrust Capital Advisors LLC |
13,273 |
14,753 |
+1,480 |
+11.15% |
| Resonant Capital Advisors LLC |
642,178 |
693,091 |
+50,913 |
+7.93% |
| Private Advisor Group LLC |
24,371 |
26,178 |
+1,807 |
+7.41% |
| Kwmg LLC |
45,073 |
47,451 |
+2,378 |
+5.28% |
| Arden Trust Co |
35,015 |
36,843 |
+1,828 |
+5.22% |
| Foster Group Inc. |
459,153 |
481,630 |
+22,477 |
+4.90% |
| Pinnacle Bank |
226 |
234 |
+8 |
+3.54% |
| Wealthcare Advisory Partners LLC |
7,926 |
8,066 |
+140 |
+1.77% |
| Sunbelt Securities Inc. |
2,187 |
2,189 |
+2 |
+0.09% |
| Lincoln National Corp |
18,918 |
18,923 |
+5 |
+0.03% |
| 13F Filers Reporting New Positions In MEAR |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Woodmont Investment Counsel LLC |
0 |
4,445 |
+4,445 |
+100% |
| Mather Group LLC. |
0 |
2,634 |
+2,634 |
+100% |
| Flagship Private Wealth LLC |
0 |
13,296 |
+13,296 |
+100% |
| Congress Wealth Management LLC DE |
0 |
6,686 |
+6,686 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Webster Bank N. A. |
42,146 |
42,146 |
UNCH |
0.00% |
| Windsor Capital Management LLC |
5,017 |
5,017 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Integrated Investment Consultants LLC |
86,400 |
86,400 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
24,066 |
24,066 |
UNCH |
0.00% |
| Total Clarity Wealth Management Inc. |
20,219 |
20,219 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
313 |
313 |
UNCH |
0.00% |
| Cross Staff Investments Inc |
8,000 |
8,000 |
UNCH |
0.00% |
| Insight Inv LLC |
13,800 |
13,800 |
UNCH |
0.00% |
| 13F Filers Decreasing MEAR Share Count |
|---|
| Aprio Wealth Management LLC |
118,881 |
20,992 |
-97,889 |
-82.34% |
| Cambridge Investment Research Advisors Inc. |
143,213 |
57,956 |
-85,257 |
-59.53% |
| JNB Advisors LLC |
17,774 |
10,789 |
-6,985 |
-39.30% |
| Syverson Strege & Co |
46,637 |
28,987 |
-17,650 |
-37.85% |
| 4J Wealth Management LLC |
24,905 |
19,746 |
-5,159 |
-20.71% |
| Lantz Financial LLC |
7,805 |
6,406 |
-1,399 |
-17.92% |
| Commonwealth Equity Services LLC |
10,509 |
8,807 |
-1,702 |
-16.20% |
| Donaldson Capital Management LLC |
12,504 |
10,511 |
-1,993 |
-15.94% |
| Kathmere Capital Management LLC |
23,207 |
20,434 |
-2,773 |
-11.95% |
| Monticello Wealth Management LLC |
68,989 |
62,287 |
-6,702 |
-9.71% |
| Allworth Financial LP |
3,930 |
3,774 |
-156 |
-3.97% |
| Royal Harbor Partners LLC |
19,957 |
19,358 |
-599 |
-3.00% |
| Opal Wealth Advisors LLC |
6,473 |
6,350 |
-123 |
-1.90% |
| McAdam LLC |
7,514 |
7,511 |
-3 |
-0.04% |
| 13F Filers Exiting MEAR |
|---|
| Win Advisors Inc. |
27,984 |
0 |
-27,984 |
-100.00% |
| Harbor Group Inc. |
4,029 |
0 |
-4,029 |
-100.00% |
| Fifth Third Bancorp |
2,917 |
0 |
-2,917 |
-100.00% |
See Summary: Institutional Holders of MEAR
See Details: Top 10 Hedge Funds Holding MEAR
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