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This page summarizes the TSPA 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 TSPA 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 TSPA Share Count |
Financial Connections Group Inc. |
74 |
2,241 |
+2,167 |
+2928.38% |
Sigma Planning Corp |
28,296 |
57,624 |
+29,328 |
+103.65% |
Benjamin F. Edwards & Company Inc. |
8,035 |
14,797 |
+6,762 |
+84.16% |
Wealth Enhancement Advisory Services LLC |
13,680 |
24,926 |
+11,246 |
+82.21% |
Eaton Financial Holdings Company LLC |
99,510 |
109,017 |
+9,507 |
+9.55% |
Cambridge Investment Research Advisors Inc. |
26,087 |
28,547 |
+2,460 |
+9.43% |
13F Filers Reporting New Positions In TSPA |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
BKD Wealth Advisors LLC |
0 |
69,225 |
+69,225 |
+100% |
Provident Wealth Management LLC |
0 |
597,124 |
+597,124 |
+100% |
Future Financial Wealth Managment LLC |
0 |
108,278 |
+108,278 |
+100% |
James J. Burns & Company LLC |
0 |
75,819 |
+75,819 |
+100% |
Planning Capital Management Corp |
0 |
213 |
+213 |
+100% |
13F Filers Exiting TSPA |
Raymond James Financial Services Advisors Inc. |
10,831 |
0 |
-10,831 |
-100.00% |
See Summary: Institutional Holders of TSPA
See Details: Top 10 Hedge Funds Holding TSPA
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