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This page summarizes the STPZ 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 STPZ 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 STPZ Share Count |
|---|
| Sigma Planning Corp |
32,970 |
79,419 |
+46,449 |
+140.88% |
| Arbor Investment Advisors LLC |
35,463 |
55,648 |
+20,185 |
+56.92% |
| Stratos Wealth Advisors LLC |
17,893 |
19,875 |
+1,982 |
+11.08% |
| Raymond James & Associates |
7,941 |
8,309 |
+368 |
+4.63% |
| 13F Filers Reporting New Positions In STPZ |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| ST Germain D J Co. Inc. |
0 |
39 |
+39 |
+100% |
| Pasadena Private Wealth LLC |
0 |
169,338 |
+169,338 |
+100% |
| Ronald Blue Trust Inc. |
0 |
192 |
+192 |
+100% |
| Eagle Strategies LLC |
0 |
12,786 |
+12,786 |
+100% |
| Simplicity Wealth LLC |
0 |
372,943 |
+372,943 |
+100% |
| EnRich Financial Partners LLC |
0 |
89 |
+89 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Lincoln National Corp |
7,090 |
7,090 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
4,900 |
4,900 |
UNCH |
0.00% |
| Hollencrest Capital Management |
90 |
90 |
UNCH |
0.00% |
| Diversified Trust Co |
6,330 |
6,330 |
UNCH |
0.00% |
| Courage Miller Partners LLC |
10,168 |
10,168 |
UNCH |
0.00% |
| Private Advisor Group LLC |
7,510 |
7,510 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
6,306 |
6,306 |
UNCH |
0.00% |
| Rehmann Capital Advisory Group |
9,722 |
9,722 |
UNCH |
0.00% |
| Pinnacle Bank |
455 |
455 |
UNCH |
0.00% |
| PrairieView Partners LLC |
477 |
477 |
UNCH |
0.00% |
| Columbus Macro LLC |
4,816 |
4,816 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
310 |
310 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
63 |
63 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
10,925 |
10,925 |
UNCH |
0.00% |
| 13F Filers Decreasing STPZ Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
19,192 |
4,366 |
-14,826 |
-77.25% |
| Great Valley Advisor Group Inc. |
83,840 |
47,214 |
-36,626 |
-43.69% |
| Sowell Financial Services LLC |
25,416 |
16,562 |
-8,854 |
-34.84% |
| CWM LLC |
3,033 |
2,169 |
-864 |
-28.49% |
| Spire Wealth Management |
4,142 |
3,282 |
-860 |
-20.76% |
| HighTower Advisors LLC |
6,061 |
5,074 |
-987 |
-16.28% |
| Tyche Wealth Partners LLC |
9,363 |
7,903 |
-1,460 |
-15.59% |
| Gould Asset Management LLC CA |
13,030 |
11,550 |
-1,480 |
-11.36% |
| Commonwealth Equity Services LLC |
65,639 |
59,312 |
-6,327 |
-9.64% |
| Marathon Strategic Advisors LLC |
6,873 |
6,281 |
-592 |
-8.61% |
| Cambridge Investment Research Advisors Inc. |
27,306 |
25,062 |
-2,244 |
-8.22% |
| Allworth Financial LP |
20,759 |
19,160 |
-1,599 |
-7.70% |
| Parkside Advisors LLC |
16,128 |
15,212 |
-916 |
-5.68% |
| Archvest Wealth Advisors Inc. |
106,947 |
102,420 |
-4,527 |
-4.23% |
| Burt Wealth Advisors |
17,475 |
16,812 |
-663 |
-3.79% |
| Financial Advocates Investment Management |
8,201 |
7,983 |
-218 |
-2.66% |
| Lutz Financial Services LLC |
97,127 |
95,953 |
-1,174 |
-1.21% |
| Signet Financial Management LLC |
4,544 |
4,491 |
-53 |
-1.17% |
| 13F Filers Exiting STPZ |
|---|
| BKM Wealth Management LLC |
75 |
0 |
-75 |
-100.00% |
| Newbridge Financial Services Group Inc. |
2,691 |
0 |
-2,691 |
-100.00% |
| Sage Mountain Advisors LLC |
1,834 |
0 |
-1,834 |
-100.00% |
| Dynamic Advisor Solutions LLC |
7,243 |
0 |
-7,243 |
-100.00% |
| WBI Investments |
8,496 |
0 |
-8,496 |
-100.00% |
| Founders Financial Securities LLC |
6,536 |
0 |
-6,536 |
-100.00% |
| DAVENPORT & Co LLC |
5,274 |
0 |
-5,274 |
-100.00% |
See Summary: Institutional Holders of STPZ
See Details: Top 10 Hedge Funds Holding STPZ
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