HoldingsChannel.com
| Filer | 6/30/2020 Share Count | 9/30/2020 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBDL Share Count | ||||
| HighTower Advisors LLC | 39,972 | 116,451 | +76,479 | +191.33% |
| Raymond James Financial Services Advisors Inc. | 479,130 | 1,017,495 | +538,365 | +112.36% |
| D.A. Davidson & CO. | 38,640 | 79,540 | +40,900 | +105.85% |
| Integrated Wealth Concepts LLC | 21,984 | 44,140 | +22,156 | +100.78% |
| Venture Visionary Partners LLC | 26,810 | 50,844 | +24,034 | +89.65% |
| IFG Advisory LLC | 20,708 | 29,819 | +9,111 | +44.00% |
| Brookstone Capital Management | 9,661 | 13,084 | +3,423 | +35.43% |
| J.W. Cole Advisors Inc. | 13,062 | 16,396 | +3,334 | +25.52% |
| Asset Dedication LLC | 76,585 | 93,222 | +16,637 | +21.72% |
| Benjamin Edwards Inc. | 4,206 | 4,983 | +777 | +18.47% |
| Madden Advisory Services Inc. | 19,459 | 22,371 | +2,912 | +14.96% |
| Bank of New York Mellon Corp | 41,349 | 47,243 | +5,894 | +14.25% |
| Archford Capital Strategies LLC | 76,305 | 85,833 | +9,528 | +12.49% |
| Commonwealth Equity Services LLC | 160,661 | 171,982 | +11,321 | +7.05% |
| Cliftonlarsonallen Wealth Advisors LLC | 104,453 | 110,289 | +5,836 | +5.59% |
| Royal Bank of Canada | 514,167 | 540,781 | +26,614 | +5.18% |
| MONECO Advisors LLC | 35,239 | 37,059 | +1,820 | +5.16% |
| Regions Financial Corp | 20,413 | 21,442 | +1,029 | +5.04% |
| Ritholtz Wealth Management | 67,213 | 69,711 | +2,498 | +3.72% |
| Bank of America Corp DE | 2,887,960 | 2,988,034 | +100,074 | +3.47% |
| Northstar Group Inc. | 139,950 | 143,610 | +3,660 | +2.62% |
| Advisor Group Holdings Inc. | 185,244 | 189,842 | +4,598 | +2.48% |
| Ironwood Financial llc | 70,181 | 71,916 | +1,735 | +2.47% |
| LPL Financial LLC | 914,760 | 929,893 | +15,133 | +1.65% |
| Chesley Taft & Associates LLC | 33,525 | 33,925 | +400 | +1.19% |
| Fulton Breakefield Broenniman LLC | 8,875 | 8,975 | +100 | +1.13% |
| Merit Financial Group LLC | 748,656 | 756,976 | +8,320 | +1.11% |
| Envestnet Asset Management Inc. | 161,220 | 162,643 | +1,423 | +0.88% |
| Cambridge Investment Research Advisors Inc. | 102,093 | 102,951 | +858 | +0.84% |
| MV Capital Management Inc. | 588,911 | 592,355 | +3,444 | +0.58% |
| AlphaCore Capital LLC | 5,387 | 5,407 | +20 | +0.37% |
| Smith Moore & CO. | 12,815 | 12,861 | +46 | +0.36% |
| TD Capital Management LLC | 2,008 | 2,015 | +7 | +0.35% |
| Stearns Financial Services Group | 1,976 | 1,983 | +7 | +0.35% |
| Financial Advisory Service Inc. | 1,574 | 1,579 | +5 | +0.32% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,962 | 2,971 | +9 | +0.30% |
| Sowa Financial Group Inc. | 7,736 | 7,748 | +12 | +0.16% |
| Brandywine Oak Private Wealth LLC | 17,705 | 17,731 | +26 | +0.15% |
| Coastal Capital Group Inc. | 1,968 | 1,970 | +2 | +0.10% |
| Eldridge Investment Advisors Inc. | 13,372 | 13,376 | +4 | +0.03% |
| Capital Financial Planning LLC | 23,662 | 23,670 | +8 | +0.03% |
| 13F Filers Reporting New Positions In IBDL | ||||
| First Wilshire Securities Management Inc. | 0 | 13,867 | +13,867 | +100% |
| Stephens Inc. AR | 0 | 11,075 | +11,075 | +100% |
| Oppenheimer & Co. Inc. | 0 | 18,358 | +18,358 | +100% |
| Wolverine Trading LLC | 0 | 23,611 | +23,611 | +100% |
| Matthew Goff Investment Advisor LLC | 0 | 361,567 | +361,567 | +100% |
| Kings Point Capital Management | 0 | 978 | +978 | +100% |
| Citadel Advisors LLC | 0 | 43,324 | +43,324 | +100% |
| Flow Traders U.S. LLC | 0 | 20,045 | +20,045 | +100% |
| Clear Harbor Asset Management LLC | 0 | 4,000 | +4,000 | +100% |
| Advisory Services Network LLC | 0 | 2,563 | +2,563 | +100% |
| NEXT Financial Group Inc | 0 | 3,245 | +3,245 | +100% |
| Biltmore Capital Advisors LLC | 0 | 45,291 | +45,291 | +100% |
| Kestra Private Wealth Services LLC | 0 | 245,090 | +245,090 | +100% |
| Cary Street Partners Investment Advisory LLC | 0 | 79,921 | +79,921 | +100% |
| Houlihan Financial Resource Group Ltd. | 0 | 120,506 | +120,506 | +100% |
| Eudaimonia Partners LLC | 0 | 3,703 | +3,703 | +100% |
| Royal Fund Management LLC | 0 | 10,265 | +10,265 | +100% |
| Paces Ferry Wealth Advisors LLC | 0 | 21,116 | +21,116 | +100% |
| Kestra Advisory Services LLC | 0 | 201,782 | +201,782 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Gofen & Glossberg LLC IL | 12,400 | 12,400 | UNCH | 0.00% |
| Arrow Financial Corp | 791 | 791 | UNCH | 0.00% |
| Proequities Inc. | 2,931 | 2,931 | UNCH | 0.00% |
| Valley National Advisers Inc. | 2,095 | 2,095 | UNCH | 0.00% |
| Quest Capital Management Inc. ADV | 31,237 | 31,237 | UNCH | 0.00% |
| Blair William & Co. IL | 800 | 800 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 1,995 | 1,995 | UNCH | 0.00% |
| Optimum Investment Advisors | 2,481 | 2,481 | UNCH | 0.00% |
| Beaumont Financial Partners LLC | 9,500 | 9,500 | UNCH | 0.00% |
| BlackRock Inc. | 131 | 131 | UNCH | 0.00% |
| IMA Wealth Inc. | 839 | 839 | UNCH | 0.00% |
| AFT Forsyth & Company Inc. | 19,500 | 19,500 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 590 | 590 | UNCH | 0.00% |
| Bellecapital International Ltd. | 37,061 | 37,061 | UNCH | 0.00% |
| FinTrust Capital Advisors LLC | 2,000 | 2,000 | UNCH | 0.00% |
| BerganKDV Wealth Management LLC | 24,423 | 24,423 | UNCH | 0.00% |
| Capital Asset Advisory Services LLC | 985 | 985 | UNCH | 0.00% |
| Parallel Advisors LLC | 2,949 | 2,949 | UNCH | 0.00% |
| Flagship Harbor Advisors LLC | 3,172 | 3,172 | UNCH | 0.00% |
| Bridgeworth LLC | 16,068 | 16,068 | UNCH | 0.00% |
| Norway Savings Bank | 8,505 | 8,505 | UNCH | 0.00% |
| BDO Wealth Advisors LLC | 1,154 | 1,154 | UNCH | 0.00% |
| Valeo Financial Advisors LLC | 2,548 | 2,548 | UNCH | 0.00% |
| Kovack Advisors Inc. | 10,828 | 10,828 | UNCH | 0.00% |
| Front Row Advisors LLC | 4,990 | 4,990 | UNCH | 0.00% |
| WealthShield Partners LLC | 585 | 585 | UNCH | 0.00% |
| Sound Income Strategies LLC | 94 | 94 | UNCH | 0.00% |
| Private Capital Group LLC | 7,640 | 7,640 | UNCH | 0.00% |
| CLARET ASSET MANAGEMENT Corp | 13,185 | 13,185 | UNCH | 0.00% |
| J. L. Bainbridge & Co. Inc. | 49,343 | 49,343 | UNCH | 0.00% |
| Global Retirement Partners LLC | 1,194 | 1,194 | UNCH | 0.00% |
| Laurel Wealth Advisors LLC | 51,930 | 51,930 | UNCH | 0.00% |
| 13F Filers Decreasing IBDL Share Count | ||||
| JPMorgan Chase & Co. | 31,057 | 3,622 | -27,435 | -88.34% |
| Jane Street Group LLC | 793,179 | 116,798 | -676,381 | -85.27% |
| Sound View Wealth Advisors Group LLC | 192,590 | 35,764 | -156,826 | -81.43% |
| Benjamin F. Edwards & Company Inc. | 273,512 | 56,769 | -216,743 | -79.24% |
| Eqis Capital Management Inc. | 359,350 | 88,518 | -270,832 | -75.37% |
| Kathmere Capital Management LLC | 62,601 | 19,895 | -42,706 | -68.22% |
| Sigma Investment Counselors Inc. | 454,774 | 178,131 | -276,643 | -60.83% |
| Capital One Financial Corp | 41,506 | 17,385 | -24,121 | -58.11% |
| Mather Group LLC. | 25,547 | 11,362 | -14,185 | -55.53% |
| Captrust Financial Advisors | 181,019 | 85,717 | -95,302 | -52.65% |
| Wells Fargo & Company MN | 859,436 | 472,451 | -386,985 | -45.03% |
| HM Payson & Co. | 3,450 | 2,050 | -1,400 | -40.58% |
| Gradient Investments LLC | 4,064 | 2,577 | -1,487 | -36.59% |
| UBS Group AG | 1,562,356 | 1,018,383 | -543,973 | -34.82% |
| Capital Investment Advisory Services LLC | 509 | 350 | -159 | -31.24% |
| Timber Creek Capital Management LLC | 45,287 | 31,577 | -13,710 | -30.27% |
| IFP Advisors Inc | 3,432 | 2,432 | -1,000 | -29.14% |
| WealthStone Inc. | 15,817 | 11,854 | -3,963 | -25.06% |
| Private Advisor Group LLC | 228,358 | 177,040 | -51,318 | -22.47% |
| Deutsche Bank AG | 24,296 | 19,221 | -5,075 | -20.89% |
| The PNC Financial Services Group Inc. | 12,495 | 9,895 | -2,600 | -20.81% |
| Ameriprise Financial Inc. | 1,220,396 | 974,834 | -245,562 | -20.12% |
| Asset Planning Services Ltd. | 16,102 | 12,995 | -3,107 | -19.30% |
| Courier Capital LLC | 17,440 | 14,080 | -3,360 | -19.27% |
| Stokes Family Office LLC | 33,000 | 26,810 | -6,190 | -18.76% |
| United Capital Financial Advisers LLC | 176,966 | 144,257 | -32,709 | -18.48% |
| Relative Value Partners Group LLC | 341,759 | 282,855 | -58,904 | -17.24% |
| American Family Insurance Mutual Holding Co | 59,231 | 50,000 | -9,231 | -15.58% |
| Morgan Stanley | 1,591,838 | 1,352,186 | -239,652 | -15.06% |
| Sandy Spring Bank | 66,430 | 57,230 | -9,200 | -13.85% |
| AlphaMark Advisors LLC | 37,275 | 32,375 | -4,900 | -13.15% |
| Stifel Financial Corp | 266,588 | 235,863 | -30,725 | -11.53% |
| Northwestern Mutual Wealth Management Co. | 220,742 | 195,875 | -24,867 | -11.27% |
| RVW Wealth LLC | 213,915 | 191,106 | -22,809 | -10.66% |
| Raymond James & Associates | 441,459 | 396,915 | -44,544 | -10.09% |
| CENTRAL TRUST Co | 29,436 | 26,615 | -2,821 | -9.58% |
| Northwest Bancshares Inc. | 94,010 | 85,466 | -8,544 | -9.09% |
| Bainco International Investors | 45,714 | 41,864 | -3,850 | -8.42% |
| Mercer Global Advisors Inc. ADV | 35,879 | 33,171 | -2,708 | -7.55% |
| Janney Montgomery Scott LLC | 65,350 | 60,764 | -4,586 | -7.02% |
| Guidance Point Advisors LLC | 67,521 | 62,799 | -4,722 | -6.99% |
| Tillar Wenstrup Advisors LLC | 392,064 | 366,528 | -25,536 | -6.51% |
| First Fiduciary Investment Counsel Inc. | 58,520 | 54,900 | -3,620 | -6.19% |
| Resonant Capital Advisors LLC | 14,785 | 13,944 | -841 | -5.69% |
| Fieldpoint Private Securities LLC | 49,509 | 46,802 | -2,707 | -5.47% |
| Stratos Wealth Partners LTD. | 507,824 | 480,624 | -27,200 | -5.36% |
| Pinnacle Bank | 18,519 | 17,546 | -973 | -5.25% |
| Lyell Wealth Management LP | 98,489 | 93,389 | -5,100 | -5.18% |
| US Bancorp DE | 1,674,731 | 1,594,136 | -80,595 | -4.81% |
| GWM Advisors LLC | 27,034 | 25,799 | -1,235 | -4.57% |
| Beacon Pointe Advisors LLC | 177,110 | 169,073 | -8,037 | -4.54% |
| Lutz Financial Services LLC | 74,912 | 71,832 | -3,080 | -4.11% |
| Capital Investment Advisors LLC | 47,190 | 45,285 | -1,905 | -4.04% |
| Exchange Capital Management Inc. | 38,478 | 37,003 | -1,475 | -3.83% |
| CORDA Investment Management LLC. | 859,393 | 832,728 | -26,665 | -3.10% |
| Mariner LLC | 140,840 | 137,789 | -3,051 | -2.17% |
| Peloton Wealth Strategists | 55,600 | 54,400 | -1,200 | -2.16% |
| MML Investors Services LLC | 14,831 | 14,583 | -248 | -1.67% |
| Vivaldi Capital Management LLC | 29,045 | 28,568 | -477 | -1.64% |
| MCF Advisors LLC | 198,026 | 194,996 | -3,030 | -1.53% |
| Praetorian Wealth Management Inc. | 27,932 | 27,602 | -330 | -1.18% |
| Truist Financial Corp | 289,949 | 287,059 | -2,890 | -1.00% |
| Ibex Wealth Advisors | 55,022 | 54,491 | -531 | -0.97% |
| Cribstone Capital Management LLC | 39,505 | 39,131 | -374 | -0.95% |
| Covington Investment Advisors Inc. | 17,893 | 17,763 | -130 | -0.73% |
| Day & Ennis LLC | 151,345 | 150,501 | -844 | -0.56% |
| Leavell Investment Management Inc. | 228,578 | 227,478 | -1,100 | -0.48% |
| Fragasso Group Inc. | 566,870 | 564,197 | -2,673 | -0.47% |
| Princeton Global Asset Management LLC | 45,360 | 45,291 | -69 | -0.15% |
| Tlwm | 402,874 | 402,602 | -272 | -0.07% |
| 13F Filers Exiting IBDL | ||||
| Orion Portfolio Solutions LLC | 396 | 0 | -396 | -100.00% |
| WJ Wealth Management LLC | 8,050 | 0 | -8,050 | -100.00% |
| Lineweaver Wealth Advisors LLC | 11,895 | 0 | -11,895 | -100.00% |
| Patriot Investment Management Inc. | 6,100 | 0 | -6,100 | -100.00% |
| Actinver Wealth Management Inc. | 63,510 | 0 | -63,510 | -100.00% |
| Cypress Wealth Services LLC | 16,540 | 0 | -16,540 | -100.00% |
| Integrated Advisors Network LLC | 87,276 | 0 | -87,276 | -100.00% |
| Quadrant Capital Group LLC | 249 | 0 | -249 | -100.00% |
| Baird Financial Group Inc. | 10,455 | 0 | -10,455 | -100.00% |
| Rehmann Capital Advisory Group | 35,123 | 0 | -35,123 | -100.00% |
| Bramshill Investments LLC | 4,559 | 0 | -4,559 | -100.00% |
| Stonebridge Capital Advisors LLC | 1,900 | 0 | -1,900 | -100.00% |
| Wolf Group Capital Advisors | 11,382 | 0 | -11,382 | -100.00% |
| EP Wealth Advisors LLC | 324,680 | 0 | -324,680 | -100.00% |
| Cetera Advisor Networks LLC | 7,411 | 0 | -7,411 | -100.00% |
| OLD Mission Capital LLC | 15,890 | 0 | -15,890 | -100.00% |
| Susquehanna International Group LLP | 59,678 | 0 | -59,678 | -100.00% |
| Pineno Levin & Ford Asset Management Inc. | 11,132 | 0 | -11,132 | -100.00% |
| Toth Financial Advisory Corp | 295 | 0 | -295 | -100.00% |
| FMR LLC | 82 | 0 | -82 | -100.00% |
| Thrivent Financial for Lutherans | 8,497 | 0 | -8,497 | -100.00% |
| Fifth Third Bancorp | 722 | 0 | -722 | -100.00% |
See Summary: Institutional Holders of IBDL
See Details: Top 10 Hedge Funds Holding IBDL
