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This page summarizes the STOT 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 STOT 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 STOT Share Count |
|---|
| MBL Wealth LLC |
14,032 |
128,211 |
+114,179 |
+813.70% |
| Proficio Capital Partners LLC |
14,950 |
36,880 |
+21,930 |
+146.69% |
| Smartleaf Asset Management LLC |
24 |
28 |
+4 |
+16.67% |
| Synergy Financial Management LLC |
19,428 |
20,370 |
+942 |
+4.85% |
| Hofer & Associates. Inc |
119,270 |
124,893 |
+5,623 |
+4.71% |
| Lineweaver Wealth Advisors LLC |
70,314 |
72,468 |
+2,154 |
+3.06% |
| Nations Financial Group Inc. IA ADV |
4,855 |
4,890 |
+35 |
+0.72% |
| Spinnaker Investment Group LLC |
489,520 |
491,110 |
+1,590 |
+0.32% |
| 13F Filers Reporting New Positions In STOT |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Capital Advisors Ltd. LLC |
0 |
533 |
+533 |
+100% |
| Focus Financial Network Inc. |
0 |
34,021 |
+34,021 |
+100% |
| Tenon Financial LLC |
0 |
5,140 |
+5,140 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Valley National Advisers Inc. |
1,615 |
1,615 |
UNCH |
0.00% |
| NBC Securities Inc. |
728 |
728 |
UNCH |
0.00% |
| Private Trust Co. NA |
240 |
240 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
690 |
690 |
UNCH |
0.00% |
| 13F Filers Decreasing STOT Share Count |
|---|
| Private Advisor Group LLC |
38,659 |
21,377 |
-17,282 |
-44.70% |
| Lunt Capital Management Inc. |
9,605 |
6,840 |
-2,765 |
-28.79% |
| KLR Investment Advisors LLC |
14,182 |
12,422 |
-1,760 |
-12.41% |
| Larson Financial Group LLC |
18,245 |
16,157 |
-2,088 |
-11.44% |
| Janney Montgomery Scott LLC |
25,772 |
24,759 |
-1,013 |
-3.93% |
| MONECO Advisors LLC |
30,341 |
29,604 |
-737 |
-2.43% |
| Sunbelt Securities Inc. |
3,613 |
3,605 |
-8 |
-0.22% |
| 13F Filers Exiting STOT |
|---|
| Strategic Financial Concepts LLC |
5,893 |
0 |
-5,893 |
-100.00% |
| Advisor Resource Council |
27,654 |
0 |
-27,654 |
-100.00% |
| Western Wealth Management LLC |
4,969 |
0 |
-4,969 |
-100.00% |
| Money Concepts Capital Corp |
10,950 |
0 |
-10,950 |
-100.00% |
See Summary: Institutional Holders of STOT
See Details: Top 10 Hedge Funds Holding STOT
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