HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBDT Share Count | ||||
| BlackRock Inc. | 46 | 1,280 | +1,234 | +2682.61% |
| Gratus Wealth Advisors LLC | 57,287 | 1,046,455 | +989,168 | +1726.69% |
| Asset Dedication LLC | 17,972 | 80,910 | +62,938 | +350.20% |
| Edmond DE Rothschild Holding S.A. | 448 | 1,284 | +836 | +186.61% |
| Phillips Financial Management LLC | 2,312 | 5,509 | +3,197 | +138.28% |
| BCS Wealth Management | 8,605 | 18,593 | +9,988 | +116.07% |
| Global Retirement Partners LLC | 28,468 | 59,799 | +31,331 | +110.06% |
| Lincoln National Corp | 19,824 | 41,043 | +21,219 | +107.04% |
| Private Advisor Group LLC | 12,133 | 24,086 | +11,953 | +98.52% |
| Austin Private Wealth LLC | 12,063 | 22,618 | +10,555 | +87.50% |
| Leavell Investment Management Inc. | 20,075 | 37,075 | +17,000 | +84.68% |
| First Fiduciary Investment Counsel Inc. | 20,915 | 38,450 | +17,535 | +83.84% |
| Probity Advisors Inc. | 97,798 | 178,218 | +80,420 | +82.23% |
| Droms Strauss Advisors Inc. MO ADV | 60,606 | 110,168 | +49,562 | +81.78% |
| Foundry Financial Group Inc. | 25,717 | 45,917 | +20,200 | +78.55% |
| Robinson Smith Wealth Advisors LLC | 9,500 | 16,651 | +7,151 | +75.27% |
| Safeguard Financial LLC | 12,170 | 21,255 | +9,085 | +74.65% |
| Stonebrook Private Inc. | 32,544 | 56,432 | +23,888 | +73.40% |
| LFA Lugano Financial Advisors SA | 60,658 | 102,431 | +41,773 | +68.87% |
| Howland Capital Management LLC | 113,085 | 188,993 | +75,908 | +67.12% |
| Chesley Taft & Associates LLC | 25,900 | 41,300 | +15,400 | +59.46% |
| Element Wealth LLC | 9,502 | 15,125 | +5,623 | +59.18% |
| Raymond James Financial Services Advisors Inc. | 671,531 | 1,060,451 | +388,920 | +57.92% |
| Barrett & Company Inc. | 3,339 | 5,260 | +1,921 | +57.53% |
| Parallel Advisors LLC | 80,034 | 125,245 | +45,211 | +56.49% |
| Princeton Global Asset Management LLC | 25,675 | 40,125 | +14,450 | +56.28% |
| Mendota Financial Group LLC | 22,498 | 34,731 | +12,233 | +54.37% |
| Beacon Financial Group | 21,629 | 32,804 | +11,175 | +51.67% |
| Windsor Capital Management LLC | 189,648 | 279,300 | +89,652 | +47.27% |
| Lyell Wealth Management LP | 159,166 | 233,301 | +74,135 | +46.58% |
| Granite Harbor Advisors Inc. | 17,851 | 25,933 | +8,082 | +45.27% |
| Bank of New Hampshire | 9,315 | 13,515 | +4,200 | +45.09% |
| Bank of New York Mellon Corp | 9,793 | 14,057 | +4,264 | +43.54% |
| 4J Wealth Management LLC | 13,510 | 18,949 | +5,439 | +40.26% |
| FF Advisors LLC | 68,285 | 94,968 | +26,683 | +39.08% |
| Cherry Tree Wealth Management LLC | 100,651 | 138,902 | +38,251 | +38.00% |
| Schmidt P J Investment Management Inc. | 11,162 | 15,086 | +3,924 | +35.15% |
| Houlihan Financial Resource Group Ltd. | 112,919 | 152,469 | +39,550 | +35.03% |
| Wells Fargo & Company MN | 736,847 | 986,023 | +249,176 | +33.82% |
| Spinnaker Trust | 92,286 | 123,053 | +30,767 | +33.34% |
| Leo Wealth LLC | 27,183 | 36,196 | +9,013 | +33.16% |
| Meitav Dash Investments Ltd. | 44,569 | 58,996 | +14,427 | +32.37% |
| Cliftonlarsonallen Wealth Advisors LLC | 43,927 | 57,980 | +14,053 | +31.99% |
| Segment Wealth Management LLC | 42,635 | 54,555 | +11,920 | +27.96% |
| Janney Montgomery Scott LLC | 263,571 | 336,526 | +72,955 | +27.68% |
| Cambridge Investment Research Advisors Inc. | 48,354 | 60,681 | +12,327 | +25.49% |
| Harbor Advisory Corp MA | 88,229 | 110,188 | +21,959 | +24.89% |
| Commonwealth Equity Services LLC | 421,559 | 525,606 | +104,047 | +24.68% |
| Adirondack Trust Co. | 10,303 | 12,835 | +2,532 | +24.58% |
| Thoroughbred Financial Services LLC | 11,299 | 13,987 | +2,688 | +23.79% |
| Fulton Breakefield Broenniman LLC | 72,498 | 89,524 | +17,026 | +23.48% |
| Hallmark Capital Management Inc. | 36,556 | 45,135 | +8,579 | +23.47% |
| Addison Advisors LLC | 5,268 | 6,463 | +1,195 | +22.68% |
| LPL Financial LLC | 993,869 | 1,206,501 | +212,632 | +21.39% |
| MV Capital Management Inc. | 416,318 | 502,604 | +86,286 | +20.73% |
| MONECO Advisors LLC | 119,655 | 144,365 | +24,710 | +20.65% |
| Raymond James & Associates | 255,284 | 307,757 | +52,473 | +20.55% |
| Precedent Wealth Partners LLC | 83,292 | 99,458 | +16,166 | +19.41% |
| McGlone Suttner Wealth Management Inc. | 24,499 | 29,235 | +4,736 | +19.33% |
| Ironwood Financial llc | 34,630 | 41,170 | +6,540 | +18.89% |
| 4Thought Financial Group Inc. | 112,982 | 134,304 | +21,322 | +18.87% |
| CENTRAL TRUST Co | 186,939 | 221,594 | +34,655 | +18.54% |
| Masso Torrence Wealth Management Inc. | 37,531 | 44,193 | +6,662 | +17.75% |
| Stratos Wealth Partners LTD. | 48,253 | 56,766 | +8,513 | +17.64% |
| Evergreen Private Wealth LLC | 102,064 | 119,146 | +17,082 | +16.74% |
| CWM LLC | 114,054 | 132,518 | +18,464 | +16.19% |
| Platte River Wealth Advisors LLC | 198,345 | 229,454 | +31,109 | +15.68% |
| Hamel Associates Inc. | 205,640 | 235,015 | +29,375 | +14.28% |
| Redwood Financial Network Corp | 8,573 | 9,768 | +1,195 | +13.94% |
| Mutual Advisors LLC | 20,070 | 22,695 | +2,625 | +13.08% |
| Associated Banc Corp | 65,791 | 74,108 | +8,317 | +12.64% |
| Bogart Wealth LLC | 4,773 | 5,374 | +601 | +12.59% |
| Baron Silver Stevens Financial Advisors LLC | 28,277 | 31,592 | +3,315 | +11.72% |
| Cabot Wealth Management Inc. | 21,889 | 24,146 | +2,257 | +10.31% |
| Capital Investment Advisors LLC | 1,988,746 | 2,193,336 | +204,590 | +10.29% |
| Capital Advisors Inc. OK | 2,073,475 | 2,274,962 | +201,487 | +9.72% |
| Benjamin F. Edwards & Company Inc. | 280,970 | 307,847 | +26,877 | +9.57% |
| Ritholtz Wealth Management | 14,375 | 15,750 | +1,375 | +9.57% |
| Foundation Wealth Management LLC | 51,076 | 55,492 | +4,416 | +8.65% |
| Woodmont Investment Counsel LLC | 1,179,479 | 1,280,669 | +101,190 | +8.58% |
| Kathmere Capital Management LLC | 827,554 | 891,363 | +63,809 | +7.71% |
| Atwater Malick LLC | 8,064 | 8,664 | +600 | +7.44% |
| HighTower Advisors LLC | 853,673 | 912,726 | +59,053 | +6.92% |
| Wrapmanager Inc. | 96,249 | 101,955 | +5,706 | +5.93% |
| Dearborn Partners LLC | 19,427 | 20,452 | +1,025 | +5.28% |
| Guidance Point Advisors LLC | 147,313 | 154,550 | +7,237 | +4.91% |
| MCF Advisors LLC | 150,062 | 156,800 | +6,738 | +4.49% |
| Kesler Norman & Wride LLC | 97,033 | 101,127 | +4,094 | +4.22% |
| LifePlan Financial LLC | 91,470 | 94,941 | +3,471 | +3.79% |
| Hengehold Capital Management LLC | 422,261 | 438,100 | +15,839 | +3.75% |
| Praetorian Wealth Management Inc. | 173,817 | 179,983 | +6,166 | +3.55% |
| Sandy Spring Bank | 212,169 | 219,494 | +7,325 | +3.45% |
| Private Trust Co. NA | 2,201 | 2,276 | +75 | +3.41% |
| Great Diamond Partners LLC | 133,206 | 137,261 | +4,055 | +3.04% |
| Krilogy Financial LLC | 151,037 | 155,376 | +4,339 | +2.87% |
| Keeler Thomas Management LLC | 261,842 | 269,363 | +7,521 | +2.87% |
| Sigma Investment Counselors Inc. | 981,895 | 1,009,430 | +27,535 | +2.80% |
| Michael S. Ryan Inc. | 182,897 | 187,378 | +4,481 | +2.45% |
| MKT Advisors LLC | 10,327 | 10,575 | +248 | +2.40% |
| Klingman & Associates LLC | 1,072,916 | 1,095,765 | +22,849 | +2.13% |
| RVW Wealth LLC | 634,955 | 647,711 | +12,756 | +2.01% |
| PFG Private Wealth Management LLC | 259,250 | 263,347 | +4,097 | +1.58% |
| AdvisorNet Financial Inc | 720 | 726 | +6 | +0.83% |
| Morton Capital Management LLC CA | 9,975 | 10,052 | +77 | +0.77% |
| Signature Wealth Management Group | 202,585 | 203,699 | +1,114 | +0.55% |
| Principal Securities Inc. | 10,553 | 10,558 | +5 | +0.05% |
| 13F Filers Reporting New Positions In IBDT | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| APCM Wealth Management for Individuals | 0 | 0 | UNCH | 100% |
| JPMorgan Chase & Co. | 0 | 1,185 | +1,185 | +100% |
| The PNC Financial Services Group Inc. | 0 | 88 | +88 | +100% |
| Anchor Capital Advisors LLC | 0 | 10,525 | +10,525 | +100% |
| Citigroup Inc. | 0 | 1,224 | +1,224 | +100% |
| Valley Forge Investment Consultants Inc. ADV | 0 | 14,344 | +14,344 | +100% |
| Honkamp Krueger Financial Services Inc. | 0 | 143,343 | +143,343 | +100% |
| First National Trust Co | 0 | 25,742 | +25,742 | +100% |
| CIBC Private Wealth Group LLC | 0 | 753 | +753 | +100% |
| Valmark Advisers Inc. | 0 | 12,441 | +12,441 | +100% |
| GHP Investment Advisors Inc. | 0 | 1,608 | +1,608 | +100% |
| Migdal Insurance & Financial Holdings Ltd. | 0 | 4,630 | +4,630 | +100% |
| Montecito Bank & Trust | 0 | 15,319 | +15,319 | +100% |
| Advance Capital Management Inc. | 0 | 39,143 | +39,143 | +100% |
| Brookstone Capital Management | 0 | 12,279 | +12,279 | +100% |
| Strid Group LLC | 0 | 18,217 | +18,217 | +100% |
| Northstar Group Inc. | 0 | 20,600 | +20,600 | +100% |
| Trust Co | 0 | 2,002 | +2,002 | +100% |
| Integrated Advisors Network LLC | 0 | 10,090 | +10,090 | +100% |
| REDW Wealth LLC | 0 | 10,238 | +10,238 | +100% |
| Pinnacle Bank | 0 | 2,000 | +2,000 | +100% |
| Belpointe Asset Management LLC | 0 | 14,804 | +14,804 | +100% |
| MinichMacGregor Wealth Management LLC | 0 | 207,755 | +207,755 | +100% |
| Private Portfolio Partners LLC | 0 | 13,300 | +13,300 | +100% |
| Cary Street Partners Investment Advisory LLC | 0 | 11,062 | +11,062 | +100% |
| Strategic Blueprint LLC | 0 | 14,133 | +14,133 | +100% |
| Resonant Capital Advisors LLC | 0 | 18,392 | +18,392 | +100% |
| Crew Capital Management Ltd. | 0 | 42,849 | +42,849 | +100% |
| Journey Advisory Group LLC | 0 | 14,900 | +14,900 | +100% |
| Quantum Financial Advisors LLC | 0 | 78,617 | +78,617 | +100% |
| CI Private Wealth LLC | 0 | 693,322 | +693,322 | +100% |
| GAMMA Investing LLC | 0 | 21,928 | +21,928 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Ogorek Anthony Joseph NY ADV | 2,238 | 2,238 | UNCH | 0.00% |
| Wilbanks Smith & Thomas Asset Management LLC | 10,285 | 10,285 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 14,614 | 14,614 | UNCH | 0.00% |
| Exchange Capital Management Inc. | 9,898 | 9,898 | UNCH | 0.00% |
| Dorsey & Whitney Trust CO LLC | 26,000 | 26,000 | UNCH | 0.00% |
| Chicago Partners Investment Group LLC | 11,500 | 11,500 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 2,842 | 2,842 | UNCH | 0.00% |
| Roble Belko & Company Inc | 13,339 | 13,339 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 105 | 105 | UNCH | 0.00% |
| Cooper Haims Advisors LLC | 8,230 | 8,230 | UNCH | 0.00% |
| Grove Bank & Trust | 650 | 650 | UNCH | 0.00% |
| Knights of Columbus Asset Advisors LLC | 2,880 | 2,880 | UNCH | 0.00% |
| Legacy Bridge LLC | 1,900 | 1,900 | UNCH | 0.00% |
| Cypress Wealth Services LLC | 14,427 | 14,427 | UNCH | 0.00% |
| PSI Advisors LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Monticello Wealth Management LLC | 19,938 | 19,938 | UNCH | 0.00% |
| Stokes Family Office LLC | 21,295 | 21,295 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 185 | 185 | UNCH | 0.00% |
| Prosperity Planning Inc. | 18,721 | 18,721 | UNCH | 0.00% |
| Robbins Farley LLC | 1,804 | 1,804 | UNCH | 0.00% |
| Willis Johnson & Associates Inc. | 9,550 | 9,550 | UNCH | 0.00% |
| Bradley & Co. Private Wealth Management LLC | 19,481 | 19,481 | UNCH | 0.00% |
| Autumn Glory Partners LLC | 20,843 | 20,843 | UNCH | 0.00% |
| Oak Harbor Wealth Partners LLC | 5,437 | 5,437 | UNCH | 0.00% |
| Highland Financial Advisors LLC | 10,162 | 10,162 | UNCH | 0.00% |
| Strata Wealth Advisors LLC | 14,617 | 14,617 | UNCH | 0.00% |
| Stephens Consulting LLC | 1,309 | 1,309 | UNCH | 0.00% |
| Bartlett & CO. Wealth Management LLC | 600 | 600 | UNCH | 0.00% |
| Sachetta LLC | 2,700 | 2,700 | UNCH | 0.00% |
| Spectrum Wealth Counsel LLC | 20,039 | 20,039 | UNCH | 0.00% |
| 13F Filers Decreasing IBDT Share Count | ||||
| Advisors Capital Management LLC | 985,593 | 615,203 | -370,390 | -37.58% |
| Allworth Financial LP | 111,382 | 72,804 | -38,578 | -34.64% |
| Advisor Group Holdings Inc. | 119,185 | 79,529 | -39,656 | -33.27% |
| Paradigm Strategies in Wealth Management LLC | 338,770 | 246,091 | -92,679 | -27.36% |
| Wealth Enhancement Advisory Services LLC | 32,027 | 23,772 | -8,255 | -25.78% |
| Keystone Wealth Services LLC | 24,519 | 20,737 | -3,782 | -15.42% |
| Little House Capital LLC | 49,909 | 42,777 | -7,132 | -14.29% |
| Garrett Investment Advisors LLC | 137,180 | 118,982 | -18,198 | -13.27% |
| Iowa State Bank | 10,267 | 8,907 | -1,360 | -13.25% |
| FinTrust Capital Advisors LLC | 25,853 | 22,856 | -2,997 | -11.59% |
| Fortis Capital Management LLC | 67,716 | 60,034 | -7,682 | -11.34% |
| Stockman Wealth Management Inc. | 22,885 | 21,026 | -1,859 | -8.12% |
| Benjamin Edwards Inc. | 34,259 | 32,394 | -1,865 | -5.44% |
| Virginia Wealth Management Group Inc. | 130,905 | 127,120 | -3,785 | -2.89% |
| Blue Square Asset Management LLC | 37,297 | 36,630 | -667 | -1.79% |
| Cornell Pochily Investment Advisors Inc. | 51,664 | 50,900 | -764 | -1.48% |
| J.W. Cole Advisors Inc. | 91,804 | 90,604 | -1,200 | -1.31% |
| Sound View Wealth Advisors Group LLC | 612,963 | 607,050 | -5,913 | -0.96% |
| US Bancorp DE | 661,313 | 656,476 | -4,837 | -0.73% |
| Archford Capital Strategies LLC | 54,867 | 54,471 | -396 | -0.72% |
| Matthew Goff Investment Advisor LLC | 140,599 | 139,596 | -1,003 | -0.71% |
| 13F Filers Exiting IBDT | ||||
| Granite Bay Wealth Management LLC | 400,000 | 0 | -400,000 | -100.00% |
| Householder Group Estate & Retirement Specialist LLC | 20 | 0 | -20 | -100.00% |
| Jackson Hole Capital Partners LLC | 1,920 | 0 | -1,920 | -100.00% |
| Fundamentun LLC | 12,480 | 0 | -12,480 | -100.00% |
| Stratos Wealth Advisors LLC | 205,581 | 0 | -205,581 | -100.00% |
| Nwam LLC | 30,211 | 0 | -30,211 | -100.00% |
| American Money Management LLC | 8,262 | 0 | -8,262 | -100.00% |
| Advisory Services Network LLC | 1,000 | 0 | -1,000 | -100.00% |
| Susquehanna International Group LLP | 8,203 | 0 | -8,203 | -100.00% |
| BOK Financial Private Wealth Inc. | 45 | 0 | -45 | -100.00% |
See Summary: Institutional Holders of IBDT
See Details: Top 10 Hedge Funds Holding IBDT
