HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBD Share Count | ||||
| EverSource Wealth Advisors LLC | 1,526 | 11,146 | +9,620 | +630.41% |
| SILVER OAK SECURITIES Inc | 26,859 | 92,673 | +65,814 | +245.04% |
| WorthPointe LLC | 41,095 | 110,136 | +69,041 | +168.00% |
| Citadel Advisors LLC | 16,527 | 32,480 | +15,953 | +96.53% |
| Cetera Investment Advisers | 25,921 | 45,651 | +19,730 | +76.12% |
| Jane Street Group LLC | 101,601 | 127,697 | +26,096 | +25.68% |
| MML Investors Services LLC | 13,163 | 15,859 | +2,696 | +20.48% |
| Gradient Investments LLC | 6,653 | 7,967 | +1,314 | +19.75% |
| LifeGuide Financial Advisors LLC | 12,206 | 14,445 | +2,239 | +18.34% |
| Sawtooth Solutions LLC | 32,865 | 36,525 | +3,660 | +11.14% |
| LPL Financial LLC | 94,220 | 103,067 | +8,847 | +9.39% |
| Range Financial Group LLC | 63,036 | 66,068 | +3,032 | +4.81% |
| Commonwealth Equity Services LLC | 34,005 | 35,614 | +1,609 | +4.73% |
| Cambridge Investment Research Advisors Inc. | 26,955 | 27,870 | +915 | +3.39% |
| LVZ Advisors Inc. | 162,542 | 166,710 | +4,168 | +2.56% |
| Ambassador Advisors LLC | 1,380,507 | 1,412,298 | +31,791 | +2.30% |
| Vicus Capital | 55,670 | 56,574 | +904 | +1.62% |
| Harbour Investments Inc. | 1,950 | 1,978 | +28 | +1.44% |
| NBC Securities Inc. | 894 | 906 | +12 | +1.34% |
| Ameritas Investment Partners Inc. | 1,269 | 1,283 | +14 | +1.10% |
| CWM LLC | 12,925 | 13,066 | +141 | +1.09% |
| Strategic Blueprint LLC | 11,729 | 11,802 | +73 | +0.62% |
| Keel Point LLC | 105,959 | 106,464 | +505 | +0.48% |
| Financial Advocates Investment Management | 21,650 | 21,719 | +69 | +0.32% |
| McElhenny Sheffield Capital Management LLC | 23,742 | 23,762 | +20 | +0.08% |
| Cyndeo Wealth Partners LLC | 16,938 | 16,941 | +3 | +0.02% |
| 13F Filers Reporting New Positions In IBD | ||||
| Wells Fargo & Company MN | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 808 | +808 | +100% |
| JPMorgan Chase & Co. | 0 | 2,529 | +2,529 | +100% |
| Susquehanna International Group LLP | 0 | 47,557 | +47,557 | +100% |
| Advisory Services Network LLC | 0 | 4,736 | +4,736 | +100% |
| Advisory Alpha LLC | 0 | 15,248 | +15,248 | +100% |
| Trust Point Inc. | 0 | 55,098 | +55,098 | +100% |
| AE Wealth Management LLC | 0 | 9,354 | +9,354 | +100% |
| Clarity Asset Management Inc. | 0 | 149 | +149 | +100% |
| OneAscent Financial Services LLC | 0 | 14,226 | +14,226 | +100% |
| Bare Financial Services Inc | 0 | 122,493 | +122,493 | +100% |
| Smartleaf Asset Management LLC | 0 | 203 | +203 | +100% |
| Hobbs Group Advisors LLC | 0 | 16,289 | +16,289 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Proequities Inc. | 1,690 | 1,690 | UNCH | 0.00% |
| Horizon Investments LLC | 74 | 74 | UNCH | 0.00% |
| Ronald Blue Trust Inc. | 11,219 | 11,219 | UNCH | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 103 | 103 | UNCH | 0.00% |
| 13F Filers Decreasing IBD Share Count | ||||
| Merit Financial Group LLC | 42,042 | 23,153 | -18,889 | -44.93% |
| CWM Advisors LLC | 1,038,728 | 632,560 | -406,168 | -39.10% |
| Advisor Group Holdings Inc. | 370,452 | 238,269 | -132,183 | -35.68% |
| Values First Advisors Inc. | 1,018 | 686 | -332 | -32.61% |
| StoneX Group Inc. | 14,930 | 10,835 | -4,095 | -27.43% |
| Inspire Advisors LLC | 3,577,089 | 2,756,663 | -820,426 | -22.94% |
| Royal Bank of Canada | 11,402 | 9,361 | -2,041 | -17.90% |
| Avantax Advisory Services Inc. | 25,193 | 21,095 | -4,098 | -16.27% |
| Astoria Portfolio Advisors LLC. | 44,761 | 37,685 | -7,076 | -15.81% |
| Envestnet Asset Management Inc. | 157,194 | 139,803 | -17,391 | -11.06% |
| Belpointe Asset Management LLC | 78,092 | 69,584 | -8,508 | -10.89% |
| AlphaStar Capital Management LLC | 68,470 | 62,774 | -5,696 | -8.32% |
| LaSalle St. Investment Advisors LLC | 23,357 | 21,976 | -1,381 | -5.91% |
| Creative Financial Designs Inc. ADV | 477,162 | 455,283 | -21,879 | -4.59% |
| Change Path LLC | 663,005 | 632,842 | -30,163 | -4.55% |
| TrueWealth Advisors LLC | 12,821 | 12,498 | -323 | -2.52% |
| Legacy Wealth Asset Management LLC | 126,911 | 123,907 | -3,004 | -2.37% |
| Paradiem LLC | 58,908 | 57,881 | -1,027 | -1.74% |
| Atria Wealth Solutions Inc. | 44,721 | 44,060 | -661 | -1.48% |
| Raymond James Financial Services Advisors Inc. | 38,991 | 38,421 | -570 | -1.46% |
| PAX Financial Group LLC | 559,963 | 559,625 | -338 | -0.06% |
| 13F Filers Exiting IBD | ||||
| Allen Capital Group LLC | 11,213 | 0 | -11,213 | -100.00% |
| Morgan Stanley | 1,909 | 0 | -1,909 | -100.00% |
See Summary: Institutional Holders of IBD
See Details: Top 10 Hedge Funds Holding IBD
