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This page summarizes the PMAY 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 PMAY 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 PMAY Share Count |
|---|
| Sigma Planning Corp |
9,106 |
17,654 |
+8,548 |
+93.87% |
| Cornerstone Wealth Group LLC |
6,844 |
12,202 |
+5,358 |
+78.29% |
| Cypress Financial Planning LLC |
7,701 |
9,944 |
+2,243 |
+29.13% |
| McAlister Sweet & Associates Inc. |
51,100 |
64,255 |
+13,155 |
+25.74% |
| Integrity Financial Corp WA |
9,048 |
9,107 |
+59 |
+0.65% |
| Raymond James Financial Services Advisors Inc. |
230,423 |
231,177 |
+754 |
+0.33% |
| 13F Filers Reporting New Positions In PMAY |
|---|
| RFG Advisory LLC |
0 |
13,599 |
+13,599 |
+100% |
| CNB Bank |
0 |
1,046 |
+1,046 |
+100% |
| Secure Asset Management LLC |
0 |
15,180 |
+15,180 |
+100% |
| Focus Financial Network Inc. |
0 |
25,869 |
+25,869 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
500 |
500 |
UNCH |
0.00% |
| Proequities Inc. |
4,750 |
4,750 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
12,212 |
12,212 |
UNCH |
0.00% |
| Signaturefd LLC |
12,461 |
12,461 |
UNCH |
0.00% |
| Hengehold Capital Management LLC |
8,700 |
8,700 |
UNCH |
0.00% |
| Smith Anglin Financial LLC |
15,066 |
15,066 |
UNCH |
0.00% |
| Allworth Financial LP |
973 |
973 |
UNCH |
0.00% |
| Chicago Partners Investment Group LLC |
21,260 |
21,260 |
UNCH |
0.00% |
| Sequoia Financial Advisors LLC |
28,280 |
28,280 |
UNCH |
0.00% |
| Fragasso Group Inc. |
25,139 |
25,139 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
1,036 |
1,036 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
2,700 |
2,700 |
UNCH |
0.00% |
| Mutual Advisors LLC |
7,673 |
7,673 |
UNCH |
0.00% |
| Wagner Wealth Management LLC |
1,800 |
1,800 |
UNCH |
0.00% |
| Retirement Income Solutions Inc |
13,244 |
13,244 |
UNCH |
0.00% |
| Vishria Bird Financial Group LLC |
30,411 |
30,411 |
UNCH |
0.00% |
| Valtinson Bruner Financial Planning LLC |
8,262 |
8,262 |
UNCH |
0.00% |
| Main Street Financial Solutions LLC |
17,320 |
17,320 |
UNCH |
0.00% |
| Cedar Brook Financial Partners LLC |
8,952 |
8,952 |
UNCH |
0.00% |
| Lake Street Financial LLC |
23,923 |
23,923 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
6,650 |
6,650 |
UNCH |
0.00% |
| Lineweaver Wealth Advisors LLC |
51,995 |
51,995 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
100,514 |
100,514 |
UNCH |
0.00% |
| Spire Wealth Management |
14,785 |
14,785 |
UNCH |
0.00% |
| Allegiance Financial Group Advisory Services LLC |
33,591 |
33,591 |
UNCH |
0.00% |
| Palo Alto Wealth Advisors LLC |
8,660 |
8,660 |
UNCH |
0.00% |
| Lakeridge Wealth Management LLC |
21,255 |
21,255 |
UNCH |
0.00% |
| 13F Filers Decreasing PMAY Share Count |
|---|
| BCS Wealth Management |
43,966 |
12,773 |
-31,193 |
-70.95% |
| Larson Financial Group LLC |
596 |
176 |
-420 |
-70.47% |
| Retirement Planning Group |
40,436 |
17,797 |
-22,639 |
-55.99% |
| Benjamin F. Edwards & Company Inc. |
53,677 |
26,357 |
-27,320 |
-50.90% |
| City Holding Co. |
3,165 |
1,720 |
-1,445 |
-45.66% |
| Wealth Enhancement Advisory Services LLC |
201,582 |
128,639 |
-72,943 |
-36.19% |
| Crown Wealth Group LLC |
21,283 |
13,642 |
-7,641 |
-35.90% |
| Janney Montgomery Scott LLC |
160,123 |
115,384 |
-44,739 |
-27.94% |
| Raymond James & Associates |
188,921 |
156,178 |
-32,743 |
-17.33% |
| Cypress Wealth Services LLC |
10,620 |
8,887 |
-1,733 |
-16.32% |
| Strategic Blueprint LLC |
15,919 |
13,617 |
-2,302 |
-14.46% |
| Outlook Wealth Advisors LLC |
26,417 |
23,506 |
-2,911 |
-11.02% |
| DHJJ Financial Advisors Ltd. |
39,695 |
35,649 |
-4,046 |
-10.19% |
| Weaver Consulting Group |
31,674 |
28,458 |
-3,216 |
-10.15% |
| Commonwealth Equity Services LLC |
370,714 |
334,455 |
-36,259 |
-9.78% |
| Pinnacle Wealth Management Group Inc. |
98,505 |
90,295 |
-8,210 |
-8.33% |
| Brookstone Capital Management |
231,067 |
213,778 |
-17,289 |
-7.48% |
| Cambridge Investment Research Advisors Inc. |
64,220 |
59,641 |
-4,579 |
-7.13% |
| AdvisorNet Financial Inc |
6,759 |
6,344 |
-415 |
-6.14% |
| KFG Wealth Management LLC |
164,107 |
155,176 |
-8,931 |
-5.44% |
| Strategic Wealth Partners Group LLC |
167,332 |
158,838 |
-8,494 |
-5.08% |
| Schulz Wealth LTD. |
34,995 |
33,469 |
-1,526 |
-4.36% |
| Lincoln National Corp |
184,957 |
178,104 |
-6,853 |
-3.71% |
| Blue Bell Private Wealth Management LLC |
10,653 |
10,348 |
-305 |
-2.86% |
| Stratos Wealth Advisors LLC |
24,975 |
24,314 |
-661 |
-2.65% |
| Milestone Asset Management LLC |
13,648 |
13,345 |
-303 |
-2.22% |
| Michael S. Ryan Inc. |
37,388 |
36,748 |
-640 |
-1.71% |
| BKD Wealth Advisors LLC |
59,184 |
58,279 |
-905 |
-1.53% |
| Patriot Financial Group Insurance Agency LLC |
30,278 |
29,873 |
-405 |
-1.34% |
| Keystone Wealth Services LLC |
18,176 |
18,076 |
-100 |
-0.55% |
| Retirement Guys Formula LLC |
25,752 |
25,663 |
-89 |
-0.35% |
| Southland Equity Partners LLC |
157,840 |
157,735 |
-105 |
-0.07% |
| 13F Filers Exiting PMAY |
|---|
| Central Valley Advisors LLC |
8,874 |
0 |
-8,874 |
-100.00% |
| PFS Partners LLC |
3,521 |
0 |
-3,521 |
-100.00% |
| Tennessee Valley Asset Management Partners |
850 |
0 |
-850 |
-100.00% |
| tru Independence LLC |
31,219 |
0 |
-31,219 |
-100.00% |
| Transform Wealth LLC |
7,633 |
0 |
-7,633 |
-100.00% |
| Sageworth Trust Co |
53,629 |
0 |
-53,629 |
-100.00% |
| Nations Financial Group Inc. IA ADV |
25,057 |
0 |
-25,057 |
-100.00% |
| NBC Securities Inc. |
40 |
0 |
-40 |
-100.00% |
See Summary: Institutional Holders of PMAY
See Details: Top 10 Hedge Funds Holding PMAY
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