HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBDQ Share Count | ||||
| BCS Wealth Management | 12,425 | 24,808 | +12,383 | +99.66% |
| Matthew Goff Investment Advisor LLC | 51,033 | 95,354 | +44,321 | +86.85% |
| Asset Dedication LLC | 101,639 | 180,635 | +78,996 | +77.72% |
| Adirondack Trust Co. | 4,300 | 6,183 | +1,883 | +43.79% |
| Strid Group LLC | 296,447 | 412,093 | +115,646 | +39.01% |
| Maryland Capital Advisors Inc. | 2,699 | 3,709 | +1,010 | +37.42% |
| Austin Private Wealth LLC | 33,237 | 45,073 | +11,836 | +35.61% |
| Raymond James Trust N.A. | 11,082 | 14,838 | +3,756 | +33.89% |
| Round Rock Advisors LLC | 123,370 | 164,856 | +41,486 | +33.63% |
| International Assets Investment Management LLC | 12,160 | 16,010 | +3,850 | +31.66% |
| McGlone Suttner Wealth Management Inc. | 58,526 | 75,804 | +17,278 | +29.52% |
| Safeguard Financial LLC | 50,021 | 64,429 | +14,408 | +28.80% |
| Stratos Wealth Partners LTD. | 620,817 | 780,638 | +159,821 | +25.74% |
| Phillips Financial Management LLC | 63,214 | 77,651 | +14,437 | +22.84% |
| CWM LLC | 398,782 | 482,027 | +83,245 | +20.87% |
| Beacon Financial Planning Inc. | 11,682 | 13,902 | +2,220 | +19.00% |
| 4Thought Financial Group Inc. | 117,743 | 138,359 | +20,616 | +17.51% |
| Exchange Capital Management Inc. | 42,433 | 49,780 | +7,347 | +17.31% |
| 4J Wealth Management LLC | 55,572 | 65,170 | +9,598 | +17.27% |
| Global Retirement Partners LLC | 320,520 | 374,989 | +54,469 | +16.99% |
| NovaPoint Capital LLC | 41,334 | 48,231 | +6,897 | +16.69% |
| Masso Torrence Wealth Management Inc. | 68,119 | 78,743 | +10,624 | +15.60% |
| Northstar Group Inc. | 218,775 | 249,318 | +30,543 | +13.96% |
| Precedent Wealth Partners LLC | 83,753 | 94,932 | +11,179 | +13.35% |
| PSI Advisors LLC | 47,112 | 53,368 | +6,256 | +13.28% |
| Johnson Bixby & Associates LLC | 10,379 | 11,740 | +1,361 | +13.11% |
| Weaver Consulting Group | 37,938 | 42,623 | +4,685 | +12.35% |
| Regions Financial Corp | 31,644 | 35,544 | +3,900 | +12.32% |
| Private Trust Co. NA | 7,614 | 8,516 | +902 | +11.85% |
| Segment Wealth Management LLC | 54,463 | 60,483 | +6,020 | +11.05% |
| Cambridge Investment Research Advisors Inc. | 122,867 | 136,006 | +13,139 | +10.69% |
| Harbor Investment Advisory LLC | 40,570 | 44,818 | +4,248 | +10.47% |
| Kesler Norman & Wride LLC | 262,388 | 285,635 | +23,247 | +8.86% |
| First Fiduciary Investment Counsel Inc. | 82,370 | 89,065 | +6,695 | +8.13% |
| Kathmere Capital Management LLC | 938,981 | 1,011,562 | +72,581 | +7.73% |
| Raymond James & Associates | 674,855 | 719,164 | +44,309 | +6.57% |
| Krilogy Financial LLC | 150,321 | 160,052 | +9,731 | +6.47% |
| Ironwood Financial llc | 84,891 | 90,330 | +5,439 | +6.41% |
| Raymond James Financial Services Advisors Inc. | 1,437,052 | 1,528,694 | +91,642 | +6.38% |
| Chesley Taft & Associates LLC | 43,057 | 45,532 | +2,475 | +5.75% |
| Atwater Malick LLC | 25,749 | 27,164 | +1,415 | +5.50% |
| Capital Investment Advisors LLC | 628,150 | 659,879 | +31,729 | +5.05% |
| Buffington Mohr McNeal | 492,436 | 516,120 | +23,684 | +4.81% |
| Childress Capital Advisors LLC | 9,083 | 9,435 | +352 | +3.88% |
| Hamel Associates Inc. | 289,741 | 300,855 | +11,114 | +3.84% |
| CENTRAL TRUST Co | 453,192 | 470,009 | +16,817 | +3.71% |
| Sightline Wealth Advisors LLC | 61,978 | 63,297 | +1,319 | +2.13% |
| Cornerstone Wealth Management LLC | 21,683 | 22,097 | +414 | +1.91% |
| Leavell Investment Management Inc. | 293,230 | 297,651 | +4,421 | +1.51% |
| Stephens Consulting LLC | 1,561 | 1,570 | +9 | +0.58% |
| Barrett & Company Inc. | 40,455 | 40,559 | +104 | +0.26% |
| MCF Advisors LLC | 555,267 | 556,516 | +1,249 | +0.22% |
| MKT Advisors LLC | 14,802 | 14,830 | +28 | +0.19% |
| Iron Financial LLC | 183,009 | 183,252 | +243 | +0.13% |
| Oak Harbor Wealth Partners LLC | 5,879 | 5,885 | +6 | +0.10% |
| Roble Belko & Company Inc | 34,882 | 34,883 | +1 | +0.00% |
| 13F Filers Reporting New Positions In IBDQ | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 12,524 | +12,524 | +100% |
| Atwood & Palmer Inc. | 0 | 350 | +350 | +100% |
| Montecito Bank & Trust | 0 | 16,292 | +16,292 | +100% |
| Confluence Investment Management LLC | 0 | 150,343 | +150,343 | +100% |
| BSW Wealth Partners | 0 | 8,161 | +8,161 | +100% |
| Advance Capital Management Inc. | 0 | 78,164 | +78,164 | +100% |
| Brookstone Capital Management | 0 | 16,326 | +16,326 | +100% |
| Trust Co | 0 | 3,031 | +3,031 | +100% |
| Stony Point Wealth Management Inc. | 0 | 12,833 | +12,833 | +100% |
| Strategic Blueprint LLC | 0 | 8,590 | +8,590 | +100% |
| Crestmont Private Wealth LLC | 0 | 14,614 | +14,614 | +100% |
| Conrad Siegel Investment Advisors Inc. | 0 | 30,616 | +30,616 | +100% |
| Global Assets Advisory LLC | 0 | 126,171 | +126,171 | +100% |
| PFG Investments LLC | 0 | 31,977 | +31,977 | +100% |
| GAMMA Investing LLC | 0 | 20,656 | +20,656 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 7,500 | 7,500 | UNCH | 0.00% |
| Arcadia Investment Management Corp MI | 13,750 | 13,750 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 14,753 | 14,753 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 200 | 200 | UNCH | 0.00% |
| BKD Wealth Advisors LLC | 34,233 | 34,233 | UNCH | 0.00% |
| E&G Advisors LP | 11,500 | 11,500 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 16,462 | 16,462 | UNCH | 0.00% |
| Steele Capital Management Inc. | 30,364 | 30,364 | UNCH | 0.00% |
| Cypress Wealth Services LLC | 8,183 | 8,183 | UNCH | 0.00% |
| Murphy Middleton Hinkle & Parker Inc. | 28,017 | 28,017 | UNCH | 0.00% |
| Patriot Investment Management Inc. | 22,288 | 22,288 | UNCH | 0.00% |
| Monticello Wealth Management LLC | 19,865 | 19,865 | UNCH | 0.00% |
| Prosperity Planning Inc. | 15,058 | 15,058 | UNCH | 0.00% |
| Cassia Capital Partners LLC | 11,582 | 11,582 | UNCH | 0.00% |
| Willis Johnson & Associates Inc. | 16,440 | 16,440 | UNCH | 0.00% |
| Bank of New Hampshire | 12,805 | 12,805 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 883 | 883 | UNCH | 0.00% |
| Wealth Effects LLC | 8,746 | 8,746 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,658 | 1,658 | UNCH | 0.00% |
| Horizons Wealth Management | 13,751 | 13,751 | UNCH | 0.00% |
| 13F Filers Decreasing IBDQ Share Count | ||||
| Evergreen Private Wealth LLC | 101,233 | 2,243 | -98,990 | -97.78% |
| Woodmont Investment Counsel LLC | 694,329 | 43,475 | -650,854 | -93.74% |
| Pinnacle Bank | 18,319 | 4,414 | -13,905 | -75.90% |
| Fifth Third Bancorp | 1,328 | 569 | -759 | -57.15% |
| Valley National Advisers Inc. | 14,511 | 8,377 | -6,134 | -42.27% |
| IMA Wealth Inc. | 315,696 | 243,228 | -72,468 | -22.95% |
| Garrett Investment Advisors LLC | 150,456 | 124,241 | -26,215 | -17.42% |
| Platte River Wealth Advisors LLC | 268,886 | 231,933 | -36,953 | -13.74% |
| Windsor Capital Management LLC | 433,078 | 390,792 | -42,286 | -9.76% |
| Godsey & Gibb Associates | 1,595 | 1,500 | -95 | -5.96% |
| PFG Private Wealth Management LLC | 316,845 | 301,791 | -15,054 | -4.75% |
| Ritholtz Wealth Management | 57,313 | 54,853 | -2,460 | -4.29% |
| MV Capital Management Inc. | 589,385 | 568,775 | -20,610 | -3.50% |
| Archford Capital Strategies LLC | 93,462 | 90,712 | -2,750 | -2.94% |
| RVW Wealth LLC | 752,971 | 732,358 | -20,613 | -2.74% |
| Dakota Wealth Management | 22,320 | 21,745 | -575 | -2.58% |
| Wealth Enhancement Advisory Services LLC | 81,809 | 80,389 | -1,420 | -1.74% |
| Cornell Pochily Investment Advisors Inc. | 78,546 | 77,772 | -774 | -0.99% |
| Signature Wealth Management Group | 346,869 | 343,778 | -3,091 | -0.89% |
| Aviance Capital Partners LLC | 187,307 | 185,855 | -1,452 | -0.78% |
| Ashton Thomas Private Wealth LLC | 582,617 | 579,784 | -2,833 | -0.49% |
| Tlwm | 266,359 | 265,041 | -1,318 | -0.49% |
| Praetorian Wealth Management Inc. | 194,204 | 193,308 | -896 | -0.46% |
| 13F Filers Exiting IBDQ | ||||
| Stratos Wealth Advisors LLC | 8,391 | 0 | -8,391 | -100.00% |
See Summary: Institutional Holders of IBDQ
See Details: Top 10 Hedge Funds Holding IBDQ
