 |
|
|
There is a long list of 124 institutional holders of FNDB within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FNDB by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FNDB table below,
the initial column indicates the name of each top institutional holder of FNDB, with a link to that fund's top holdings. The next columns
indicate the amount of FNDB stock held by each of the institutional holders of FNDB, followed by the FNDB position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Financial Consulate Inc. | 546,597 | $36,218 | 03/31/2024 | | FNDB | 546,597 | $36,218 | 03/31/2024 | | Callan Capital LLC | 456,809 | $30,268 | 03/31/2024 | | FNDB | 456,809 | $30,268 | 03/31/2024 | | Systelligence LLC | 201,600 | $13,358 | 03/31/2024 | | FNDB | 201,600 | $13,358 | 03/31/2024 | | HighTower Advisors LLC | 217,029 | $13,262 | 12/31/2023 | | FNDB | 217,029 | $13,262 | 12/31/2023 | | Sound Stewardship LLC | 194,499 | $11,884 | 12/31/2023 | | FNDB | 194,499 | $11,884 | 12/31/2023 | | Opes Wealth Management LLC | 168,885 | $11,190 | 03/31/2024 | | FNDB | 168,885 | $11,190 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 154,948 | $10,267 | 03/31/2024 | | FNDB | 154,948 | $10,267 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 113,063 | $7,492 | 03/31/2024 | | FNDB | 113,063 | $7,492 | 03/31/2024 | | LPL Financial LLC | 86,913 | $5,310 | 12/31/2023 | | FNDB | 86,913 | $5,310 | 12/31/2023 | | Guardian Financial Partners LLC | 70,688 | $4,684 | 03/31/2024 | | FNDB | 70,688 | $4,684 | 03/31/2024 | | Ameriprise Financial Inc. | 69,158 | $4,226 | 12/31/2023 | | FNDB | 69,158 | $4,226 | 12/31/2023 | | Morgan Stanley | 66,302 | $4,051 | 12/31/2023 | | FNDB | 66,302 | $4,051 | 12/31/2023 | | Leonard Rickey Investment Advisors P.L.L.C. | 60,526 | $4,010 | 03/31/2024 | | FNDB | 60,526 | $4,010 | 03/31/2024 | | CVA Family Office LLC | 55,746 | $3,694 | 03/31/2024 | | FNDB | 55,746 | $3,694 | 03/31/2024 | | Townsend Asset Management Corp NC ADV | 51,012 | $3,380 | 03/31/2024 | | FNDB | 51,012 | $3,380 | 03/31/2024 | | UBS Group AG | 50,500 | $3,086 | 12/31/2023 | | FNDB | 50,500 | $3,086 | 12/31/2023 | | Flow Traders U.S. LLC | 49,635 | $3,033 | 12/31/2023 | | FNDB | 49,635 | $3,033 | 12/31/2023 | | Envestnet Asset Management Inc. | 46,713 | $2,854 | 12/31/2023 | | FNDB | 46,713 | $2,854 | 12/31/2023 | | HHM Wealth Advisors LLC | 42,277 | $2,583 | 12/31/2023 | | FNDB | 42,277 | $2,583 | 12/31/2023 | | Milestone Investment Advisors LLC | 33,528 | $2,049 | 12/31/2023 | | FNDB | 33,528 | $2,049 | 12/31/2023 | | Red Door Wealth Management LLC | 28,889 | $1,914 | 03/31/2024 | | FNDB | 28,889 | $1,914 | 03/31/2024 | | Clarius Group LLC | 28,746 | $1,905 | 03/31/2024 | | FNDB | 28,746 | $1,905 | 03/31/2024 | | Captrust Financial Advisors | 30,970 | $1,892 | 12/31/2023 | | FNDB | 30,970 | $1,892 | 12/31/2023 | | Resonant Capital Advisors LLC | 28,104 | $1,862 | 03/31/2024 | | FNDB | 28,104 | $1,862 | 03/31/2024 | | Mezzasalma Advisors LLC | 27,506 | $1,823 | 03/31/2024 | | FNDB | 27,506 | $1,823 | 03/31/2024 | | Raymond James & Associates | 26,819 | $1,777 | 03/31/2024 | | FNDB | 26,819 | $1,777 | 03/31/2024 | | JPMorgan Chase & Co. | 28,602 | $1,748 | 12/31/2023 | | FNDB | 28,602 | $1,748 | 12/31/2023 | | Yoder Wealth Management Inc. | 26,089 | $1,729 | 03/31/2024 | | FNDB | 26,089 | $1,729 | 03/31/2024 | | First National Corp MA ADV | 24,772 | $1,514 | 03/31/2024 | | FNDB | 24,772 | $1,514 | 03/31/2024 | | Commonwealth Equity Services LLC | 21,938 | $1,454 | 03/31/2024 | | FNDB | 21,938 | $1,454 | 03/31/2024 | | Sontag Advisory LLC | 23,580 | $1,441 | 12/31/2023 | | FNDB | 23,580 | $1,441 | 12/31/2023 | | Kaizen Financial Strategies | 21,437 | $1,420 | 03/31/2024 | | FNDB | 21,437 | $1,420 | 03/31/2024 | | Foster Group Inc. | 20,197 | $1,338 | 03/31/2024 | | FNDB | 20,197 | $1,338 | 03/31/2024 | | Nicholas Hoffman & Company LLC. | 17,536 | $1,162 | 03/31/2024 | | FNDB | 17,536 | $1,162 | 03/31/2024 | | Coldstream Capital Management Inc. | 18,970 | $1,159 | 12/31/2023 | | FNDB | 18,970 | $1,159 | 12/31/2023 | | Bank of America Corp DE | 18,001 | $1,100 | 12/31/2023 | | FNDB | 18,001 | $1,100 | 12/31/2023 | | Brown Brothers Harriman & Co. | 17,057 | $1,042 | 12/31/2023 | | FNDB | 17,057 | $1,042 | 12/31/2023 | | Red Tortoise LLC | 15,257 | $1,011 | 03/31/2024 | | FNDB | 15,257 | $1,011 | 03/31/2024 | | Carolinas Wealth Consulting LLC | 16,099 | $984 | 12/31/2023 | | FNDB | 16,099 | $984 | 12/31/2023 | | Wade Financial Advisory Inc | 15,922 | $973 | 12/31/2023 | | FNDB | 15,922 | $973 | 12/31/2023 | | GSG Advisors LLC | 13,908 | $911 | 03/31/2024 | | FNDB | 13,908 | $911 | 03/31/2024 | | MorganRosel Wealth Management LLC | 13,520 | $896 | 03/31/2024 | | FNDB | 13,520 | $896 | 03/31/2024 | | Quadrant Capital Group LLC | 14,648 | $895 | 12/31/2023 | | FNDB | 14,648 | $895 | 12/31/2023 | | SeaCrest Wealth Management LLC | 13,263 | $879 | 03/31/2024 | | FNDB | 13,263 | $879 | 03/31/2024 | | AdvisorNet Financial Inc | 12,938 | $857 | 03/31/2024 | | FNDB | 12,938 | $857 | 03/31/2024 | | James Investment Research Inc. | 12,761 | $846 | 03/31/2024 | | FNDB | 12,761 | $846 | 03/31/2024 | | HB Wealth Management LLC | 12,621 | $836 | 03/31/2024 | | FNDB | 12,621 | $836 | 03/31/2024 | | MML Investors Services LLC | 13,397 | $819 | 12/31/2023 | | FNDB | 13,397 | $819 | 12/31/2023 | | ZRC Wealth Management LLC | 11,897 | $788 | 03/31/2024 | | FNDB | 11,897 | $788 | 03/31/2024 | | MAI Capital Management | 12,693 | $776 | 12/31/2023 | | FNDB | 12,693 | $776 | 12/31/2023 |
See All: Funds Holding FNDB
See Details: Top 10 Hedge Funds Holding FNDB
Also See: FNDB Holdings Changes
|
|
Free FNDB Email Alerts:
