HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBDR Share Count | ||||
| Maryland Capital Advisors Inc. | 1,114 | 15,628 | +14,514 | +1302.87% |
| Asset Dedication LLC | 36,859 | 185,767 | +148,908 | +403.99% |
| Johnson Bixby & Associates LLC | 10,804 | 43,086 | +32,282 | +298.80% |
| Safeguard Financial LLC | 10,648 | 26,989 | +16,341 | +153.47% |
| Adirondack Trust Co. | 5,058 | 11,892 | +6,834 | +135.11% |
| BCS Wealth Management | 9,655 | 20,102 | +10,447 | +108.20% |
| Strid Group LLC | 136,358 | 281,779 | +145,421 | +106.65% |
| Round Rock Advisors LLC | 104,832 | 171,627 | +66,795 | +63.72% |
| Moseley Investment Management Inc. | 49,015 | 79,075 | +30,060 | +61.33% |
| Mendota Financial Group LLC | 23,441 | 36,190 | +12,749 | +54.39% |
| 4J Wealth Management LLC | 25,788 | 39,554 | +13,766 | +53.38% |
| Harbor Investment Advisory LLC | 20,832 | 30,504 | +9,672 | +46.43% |
| McGlone Suttner Wealth Management Inc. | 55,670 | 76,638 | +20,968 | +37.66% |
| Bank of New York Mellon Corp | 11,963 | 16,308 | +4,345 | +36.32% |
| Phillips Financial Management LLC | 50,332 | 67,439 | +17,107 | +33.99% |
| Austin Private Wealth LLC | 34,509 | 45,518 | +11,009 | +31.90% |
| Kesler Norman & Wride LLC | 123,993 | 163,484 | +39,491 | +31.85% |
| Exchange Capital Management Inc. | 27,357 | 35,878 | +8,521 | +31.15% |
| Northstar Group Inc. | 150,495 | 194,711 | +44,216 | +29.38% |
| MONECO Advisors LLC | 67,179 | 86,258 | +19,079 | +28.40% |
| WJ Wealth Management LLC | 327,906 | 416,352 | +88,446 | +26.97% |
| Chesley Taft & Associates LLC | 45,714 | 57,514 | +11,800 | +25.81% |
| Wealth Enhancement Advisory Services LLC | 40,223 | 50,476 | +10,253 | +25.49% |
| Segment Wealth Management LLC | 47,611 | 59,641 | +12,030 | +25.27% |
| First National Trust Co | 64,121 | 78,277 | +14,156 | +22.08% |
| CWM LLC | 410,686 | 501,161 | +90,475 | +22.03% |
| Precedent Wealth Partners LLC | 85,752 | 102,661 | +16,909 | +19.72% |
| Regions Financial Corp | 32,396 | 38,754 | +6,358 | +19.63% |
| 4Thought Financial Group Inc. | 120,832 | 143,789 | +22,957 | +19.00% |
| Global Retirement Partners LLC | 328,831 | 387,194 | +58,363 | +17.75% |
| Fifth Third Bancorp | 1,866 | 2,164 | +298 | +15.97% |
| Cambridge Investment Research Advisors Inc. | 73,959 | 85,422 | +11,463 | +15.50% |
| Evergreen Private Wealth LLC | 107,330 | 123,771 | +16,441 | +15.32% |
| Klaas Financial Asset Advisors LLC | 10,033 | 11,557 | +1,524 | +15.19% |
| Raymond James Trust N.A. | 13,211 | 14,958 | +1,747 | +13.22% |
| Bogart Wealth LLC | 4,943 | 5,572 | +629 | +12.73% |
| Woodmont Investment Counsel LLC | 796,478 | 896,473 | +99,995 | +12.55% |
| Gradient Capital Advisors LLC | 8,558 | 9,608 | +1,050 | +12.27% |
| MCF Advisors LLC | 243,494 | 272,144 | +28,650 | +11.77% |
| Capital Investment Advisors LLC | 605,031 | 665,451 | +60,420 | +9.99% |
| Matthew Goff Investment Advisor LLC | 34,262 | 37,472 | +3,210 | +9.37% |
| Private Trust Co. NA | 4,492 | 4,868 | +376 | +8.37% |
| Kathmere Capital Management LLC | 856,619 | 927,909 | +71,290 | +8.32% |
| Leavell Investment Management Inc. | 119,169 | 129,007 | +9,838 | +8.26% |
| Raymond James & Associates | 592,065 | 639,548 | +47,483 | +8.02% |
| International Assets Investment Management LLC | 10,575 | 11,225 | +650 | +6.15% |
| First Fiduciary Investment Counsel Inc. | 70,510 | 74,805 | +4,295 | +6.09% |
| Raymond James Financial Services Advisors Inc. | 1,250,689 | 1,324,997 | +74,308 | +5.94% |
| Atwater Malick LLC | 23,239 | 24,509 | +1,270 | +5.46% |
| Ironwood Financial llc | 69,160 | 72,760 | +3,600 | +5.21% |
| Stratos Wealth Partners LTD. | 419,634 | 440,988 | +21,354 | +5.09% |
| Krilogy Financial LLC | 154,078 | 161,865 | +7,787 | +5.05% |
| Buffington Mohr McNeal | 543,756 | 569,706 | +25,950 | +4.77% |
| Sigma Investment Counselors Inc. | 961,421 | 1,001,495 | +40,074 | +4.17% |
| Hamel Associates Inc. | 304,105 | 315,364 | +11,259 | +3.70% |
| Praetorian Wealth Management Inc. | 191,055 | 197,666 | +6,611 | +3.46% |
| CENTRAL TRUST Co | 384,718 | 397,030 | +12,312 | +3.20% |
| Timber Creek Capital Management LLC | 34,051 | 35,081 | +1,030 | +3.02% |
| Ritholtz Wealth Management | 55,134 | 56,334 | +1,200 | +2.18% |
| Cornerstone Wealth Management LLC | 23,745 | 24,209 | +464 | +1.95% |
| Sightline Wealth Advisors LLC | 78,753 | 80,018 | +1,265 | +1.61% |
| Michael S. Ryan Inc. | 130,270 | 132,032 | +1,762 | +1.35% |
| Windsor Capital Management LLC | 354,914 | 359,636 | +4,722 | +1.33% |
| Schmidt P J Investment Management Inc. | 15,766 | 15,971 | +205 | +1.30% |
| MKT Advisors LLC | 15,394 | 15,486 | +92 | +0.60% |
| Stephens Consulting LLC | 1,622 | 1,631 | +9 | +0.55% |
| Barrett & Company Inc. | 21,788 | 21,830 | +42 | +0.19% |
| Roble Belko & Company Inc | 14,120 | 14,121 | +1 | +0.01% |
| 13F Filers Reporting New Positions In IBDR | ||||
| Montecito Bank & Trust | 0 | 16,751 | +16,751 | +100% |
| Confluence Investment Management LLC | 0 | 845,491 | +845,491 | +100% |
| Mesirow Financial Investment Management Inc. | 0 | 150,578 | +150,578 | +100% |
| Northwest Bancshares Inc. | 0 | 10,786 | +10,786 | +100% |
| Brookstone Capital Management | 0 | 16,354 | +16,354 | +100% |
| Trust Co | 0 | 3,144 | +3,144 | +100% |
| Transform Wealth LLC | 0 | 9,970 | +9,970 | +100% |
| Legacy Bridge LLC | 0 | 425 | +425 | +100% |
| CVA Family Office LLC | 0 | 2,520 | +2,520 | +100% |
| Conrad Siegel Investment Advisors Inc. | 0 | 32,360 | +32,360 | +100% |
| Quantum Financial Advisors LLC | 0 | 96,571 | +96,571 | +100% |
| PFG Investments LLC | 0 | 33,320 | +33,320 | +100% |
| Yoder Wealth Management Inc. | 0 | 13,800 | +13,800 | +100% |
| GAMMA Investing LLC | 0 | 22,390 | +22,390 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,000 | 2,000 | UNCH | 0.00% |
| Arcadia Investment Management Corp MI | 7,500 | 7,500 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 15,186 | 15,186 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 2,960 | 2,960 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 13,142 | 13,142 | UNCH | 0.00% |
| Steele Capital Management Inc. | 20,990 | 20,990 | UNCH | 0.00% |
| Cypress Wealth Services LLC | 10,923 | 10,923 | UNCH | 0.00% |
| Murphy Middleton Hinkle & Parker Inc. | 16,555 | 16,555 | UNCH | 0.00% |
| Patriot Investment Management Inc. | 10,494 | 10,494 | UNCH | 0.00% |
| PSI Advisors LLC | 15,610 | 15,610 | UNCH | 0.00% |
| Weaver Consulting Group | 16,922 | 16,922 | UNCH | 0.00% |
| Monticello Wealth Management LLC | 20,679 | 20,679 | UNCH | 0.00% |
| Prosperity Planning Inc. | 15,611 | 15,611 | UNCH | 0.00% |
| Robbins Farley LLC | 1,312 | 1,312 | UNCH | 0.00% |
| Willis Johnson & Associates Inc. | 17,140 | 17,140 | UNCH | 0.00% |
| Spire Wealth Management | 1,400 | 1,400 | UNCH | 0.00% |
| Bank of New Hampshire | 9,755 | 9,755 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 4,105 | 4,105 | UNCH | 0.00% |
| Horizons Wealth Management | 14,666 | 14,666 | UNCH | 0.00% |
| Peoples Bank KS | 300 | 300 | UNCH | 0.00% |
| 13F Filers Decreasing IBDR Share Count | ||||
| Pinnacle Bank | 14,220 | 3,425 | -10,795 | -75.91% |
| Valley National Advisers Inc. | 13,476 | 9,173 | -4,303 | -31.93% |
| Allworth Financial LP | 266,639 | 216,019 | -50,620 | -18.98% |
| Garrett Investment Advisors LLC | 157,711 | 129,311 | -28,400 | -18.01% |
| NovaPoint Capital LLC | 35,876 | 31,820 | -4,056 | -11.31% |
| Miracle Mile Advisors LLC | 32,459 | 29,659 | -2,800 | -8.63% |
| Stockman Wealth Management Inc. | 31,412 | 28,947 | -2,465 | -7.85% |
| Godsey & Gibb Associates | 8,560 | 7,965 | -595 | -6.95% |
| PFG Private Wealth Management LLC | 330,734 | 311,839 | -18,895 | -5.71% |
| BKD Wealth Advisors LLC | 92,510 | 87,508 | -5,002 | -5.41% |
| MV Capital Management Inc. | 591,255 | 569,770 | -21,485 | -3.63% |
| Virginia Wealth Management Group Inc. | 130,905 | 127,120 | -3,785 | -2.89% |
| Iron Financial LLC | 187,468 | 182,318 | -5,150 | -2.75% |
| Morris Financial Concepts Inc. | 1,116 | 1,086 | -30 | -2.69% |
| RVW Wealth LLC | 750,808 | 736,759 | -14,049 | -1.87% |
| Archford Capital Strategies LLC | 60,041 | 59,390 | -651 | -1.08% |
| Tlwm | 36,031 | 35,687 | -344 | -0.95% |
| Cornell Pochily Investment Advisors Inc. | 68,123 | 67,741 | -382 | -0.56% |
| Platte River Wealth Advisors LLC | 299,157 | 297,993 | -1,164 | -0.39% |
| Robinson Smith Wealth Advisors LLC | 29,221 | 29,122 | -99 | -0.34% |
| Signature Wealth Management Group | 224,205 | 224,158 | -47 | -0.02% |
| 13F Filers Exiting IBDR | ||||
| Eagle Strategies LLC | 11,177 | 0 | -11,177 | -100.00% |
| Fundamentun LLC | 12,701 | 0 | -12,701 | -100.00% |
| Stratos Wealth Advisors LLC | 219,826 | 0 | -219,826 | -100.00% |
See Summary: Institutional Holders of IBDR
See Details: Top 10 Hedge Funds Holding IBDR
