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This page summarizes the UMAR 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 UMAR 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 UMAR Share Count |
|---|
| Brookstone Capital Management |
11,262 |
558,394 |
+547,132 |
+4858.21% |
| Spire Wealth Management |
10,387 |
32,195 |
+21,808 |
+209.95% |
| KFG Wealth Management LLC |
29,364 |
90,548 |
+61,184 |
+208.36% |
| Commonwealth Equity Services LLC |
31,670 |
67,230 |
+35,560 |
+112.28% |
| Cambridge Investment Research Advisors Inc. |
12,868 |
17,355 |
+4,487 |
+34.87% |
| Chicago Partners Investment Group LLC |
8,793 |
11,649 |
+2,856 |
+32.48% |
| 13F Filers Reporting New Positions In UMAR |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Sigma Planning Corp |
0 |
23,525 |
+23,525 |
+100% |
| Retirement Planning Group |
0 |
10,275 |
+10,275 |
+100% |
| Advance Capital Management Inc. |
0 |
1,128,149 |
+1,128,149 |
+100% |
| RFG Advisory LLC |
0 |
11,153 |
+11,153 |
+100% |
| Donald L. Hagan LLC |
0 |
45,807 |
+45,807 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
775 |
+775 |
+100% |
| Ausdal Financial Partners Inc. |
0 |
16,237 |
+16,237 |
+100% |
| Occidental Asset Management LLC |
0 |
6,218 |
+6,218 |
+100% |
| Worth Financial Advisory Group LLC |
0 |
81,315 |
+81,315 |
+100% |
| Central Valley Advisors LLC |
0 |
250,353 |
+250,353 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| WealthShield Partners LLC |
1,800 |
1,800 |
UNCH |
0.00% |
| BCS Wealth Management |
10,718 |
10,718 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
1,940 |
1,940 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1,220 |
1,220 |
UNCH |
0.00% |
| Milestone Asset Management LLC |
8,264 |
8,264 |
UNCH |
0.00% |
| 13F Filers Decreasing UMAR Share Count |
|---|
| CGC Financial Services LLC |
76 |
22 |
-54 |
-71.05% |
| Berger Financial Group Inc |
52,433 |
43,855 |
-8,578 |
-16.36% |
| 13F Filers Exiting UMAR |
|---|
| CWM LLC |
5 |
0 |
-5 |
-100.00% |
See Summary: Institutional Holders of UMAR
See Details: Top 10 Hedge Funds Holding UMAR
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