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This page summarizes the PMAR 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 PMAR 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 PMAR Share Count |
|---|
| Brookstone Capital Management |
44,984 |
945,269 |
+900,285 |
+2001.34% |
| Diligent Investors LLC |
10,115 |
81,827 |
+71,712 |
+708.97% |
| Advisory Alpha LLC |
19,465 |
84,590 |
+65,125 |
+334.57% |
| RFG Advisory LLC |
11,626 |
47,200 |
+35,574 |
+305.99% |
| Strategic Wealth Partners Group LLC |
62,276 |
232,111 |
+169,835 |
+272.71% |
| Pinnacle Wealth Management Group Inc. |
9,600 |
35,710 |
+26,110 |
+271.98% |
| Sigma Planning Corp |
10,337 |
34,673 |
+24,336 |
+235.43% |
| Cypress Wealth Services LLC |
16,313 |
53,598 |
+37,285 |
+228.56% |
| Hazlett Burt & Watson Inc. |
800 |
2,050 |
+1,250 |
+156.25% |
| Commonwealth Equity Services LLC |
245,050 |
603,097 |
+358,047 |
+146.11% |
| Advisory Services Network LLC |
7,888 |
18,493 |
+10,605 |
+134.44% |
| Wealth Enhancement Advisory Services LLC |
40,922 |
95,653 |
+54,731 |
+133.74% |
| Bellwether Advisors LLC |
38,506 |
88,476 |
+49,970 |
+129.77% |
| Raymond James & Associates |
26,315 |
56,497 |
+30,182 |
+114.70% |
| Lakeridge Wealth Management LLC |
14,296 |
28,884 |
+14,588 |
+102.04% |
| KFG Wealth Management LLC |
57,057 |
107,887 |
+50,830 |
+89.09% |
| Cambridge Investment Research Advisors Inc. |
65,621 |
115,455 |
+49,834 |
+75.94% |
| Weaver Consulting Group |
5,782 |
10,086 |
+4,304 |
+74.44% |
| HighTower Advisors LLC |
83,698 |
143,423 |
+59,725 |
+71.36% |
| Stratos Wealth Advisors LLC |
20,781 |
35,476 |
+14,695 |
+70.71% |
| Sugarloaf Wealth Management LLC |
6,295 |
10,688 |
+4,393 |
+69.79% |
| Nations Financial Group Inc. IA ADV |
13,499 |
22,893 |
+9,394 |
+69.59% |
| AdvisorNet Financial Inc |
6,540 |
10,682 |
+4,142 |
+63.33% |
| Lincoln National Corp |
120,853 |
168,630 |
+47,777 |
+39.53% |
| Raymond James Financial Services Advisors Inc. |
135,523 |
187,486 |
+51,963 |
+38.34% |
| Spire Wealth Management |
20,348 |
26,621 |
+6,273 |
+30.83% |
| Chicago Partners Investment Group LLC |
9,602 |
12,132 |
+2,530 |
+26.35% |
| Janney Montgomery Scott LLC |
57,670 |
72,757 |
+15,087 |
+26.16% |
| BCS Wealth Management |
69,453 |
81,254 |
+11,801 |
+16.99% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
6,365 |
7,243 |
+878 |
+13.79% |
| Patriot Financial Group Insurance Agency LLC |
27,761 |
31,267 |
+3,506 |
+12.63% |
| CWM LLC |
6,210 |
6,867 |
+657 |
+10.58% |
| Vishria Bird Financial Group LLC |
16,118 |
17,501 |
+1,383 |
+8.58% |
| Smith Anglin Financial LLC |
10,795 |
11,641 |
+846 |
+7.84% |
| BKD Wealth Advisors LLC |
113,962 |
119,426 |
+5,464 |
+4.79% |
| Atticus Wealth Management LLC |
64,900 |
67,205 |
+2,305 |
+3.55% |
| Schnieders Capital Management LLC |
8,500 |
8,700 |
+200 |
+2.35% |
| Southland Equity Partners LLC |
760,629 |
776,869 |
+16,240 |
+2.14% |
| 13F Filers Reporting New Positions In PMAR |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Creative Financial Designs Inc. ADV |
0 |
3,300 |
+3,300 |
+100% |
| Smith Shellnut Wilson LLC ADV |
0 |
8,500 |
+8,500 |
+100% |
| Retirement Planning Group |
0 |
19,774 |
+19,774 |
+100% |
| Ascent Wealth Partners LLC |
0 |
16,683 |
+16,683 |
+100% |
| Ausdal Financial Partners Inc. |
0 |
6,703 |
+6,703 |
+100% |
| Csenge Advisory Group |
0 |
7,165 |
+7,165 |
+100% |
| CNB Bank |
0 |
473 |
+473 |
+100% |
| Global Strategic Investment Solutions LLC |
0 |
38,919 |
+38,919 |
+100% |
| Maltin Wealth Management Inc. |
0 |
14,659 |
+14,659 |
+100% |
| Geneos Wealth Management Inc. |
0 |
2,850 |
+2,850 |
+100% |
| CRA Financial Services LLC |
0 |
22,267 |
+22,267 |
+100% |
| Outlook Wealth Advisors LLC |
0 |
90,543 |
+90,543 |
+100% |
| Cedar Brook Financial Partners LLC |
0 |
7,623 |
+7,623 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
39,125 |
+39,125 |
+100% |
| Arkadios Wealth Advisors |
0 |
8,307 |
+8,307 |
+100% |
| MBL Wealth LLC |
0 |
19,596 |
+19,596 |
+100% |
| Yarger Wealth Strategies LLC |
0 |
56,407 |
+56,407 |
+100% |
| Comprehensive Financial Consultants Institutional Inc. |
0 |
97,374 |
+97,374 |
+100% |
| Cypress Financial Planning LLC |
0 |
6,411 |
+6,411 |
+100% |
| Fiduciary Alliance LLC |
0 |
8,844 |
+8,844 |
+100% |
| Consolidated Portfolio Review Corp |
0 |
14,331 |
+14,331 |
+100% |
| PFG Investments LLC |
0 |
14,331 |
+14,331 |
+100% |
| ORBA Wealth Advisors L.L.C. |
0 |
9,513 |
+9,513 |
+100% |
| Focus Financial Network Inc. |
0 |
10,750 |
+10,750 |
+100% |
| Catalina Capital Group LLC |
0 |
57,325 |
+57,325 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Valmark Advisers Inc. |
54,759 |
54,759 |
UNCH |
0.00% |
| Signaturefd LLC |
17,277 |
17,277 |
UNCH |
0.00% |
| Fragasso Group Inc. |
10,843 |
10,843 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
300 |
300 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
100 |
100 |
UNCH |
0.00% |
| Parallel Advisors LLC |
3,142 |
3,142 |
UNCH |
0.00% |
| Mutual Advisors LLC |
5,788 |
5,788 |
UNCH |
0.00% |
| Wagner Wealth Management LLC |
1,990 |
1,990 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
1,430 |
1,430 |
UNCH |
0.00% |
| Nikulski Financial Inc. |
6,350 |
6,350 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
51 |
51 |
UNCH |
0.00% |
| Clay Northam Wealth Management LLC |
7,770 |
7,770 |
UNCH |
0.00% |
| Integrity Financial Corp WA |
1,572 |
1,572 |
UNCH |
0.00% |
| 13F Filers Decreasing PMAR Share Count |
|---|
| DHJJ Financial Advisors Ltd. |
19,623 |
9,818 |
-9,805 |
-49.97% |
| Benjamin F. Edwards & Company Inc. |
26,602 |
15,411 |
-11,191 |
-42.07% |
| Epic Trust Investment Advisors LLC |
9,083 |
6,352 |
-2,731 |
-30.07% |
| Gill Capital Partners LLC |
79,606 |
56,786 |
-22,820 |
-28.67% |
| PFS Partners LLC |
565 |
444 |
-121 |
-21.42% |
| Lake Street Financial LLC |
14,780 |
11,860 |
-2,920 |
-19.76% |
| Crown Wealth Group LLC |
7,600 |
6,292 |
-1,308 |
-17.21% |
| Lineweaver Wealth Advisors LLC |
25,876 |
22,711 |
-3,165 |
-12.23% |
| Sequoia Financial Advisors LLC |
22,782 |
20,724 |
-2,058 |
-9.03% |
| Strategic Blueprint LLC |
19,233 |
18,380 |
-853 |
-4.44% |
| Keystone Wealth Services LLC |
63,022 |
61,957 |
-1,065 |
-1.69% |
| Main Street Financial Solutions LLC |
43,285 |
42,555 |
-730 |
-1.69% |
| Blue Bell Private Wealth Management LLC |
44,640 |
44,160 |
-480 |
-1.08% |
| City Holding Co. |
68,895 |
68,303 |
-592 |
-0.86% |
See Summary: Institutional Holders of PMAR
See Details: Top 10 Hedge Funds Holding PMAR
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