HoldingsChannel.com
| Filer | 6/30/2023 Share Count | 9/30/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBHC Share Count | ||||
| EP Wealth Advisors LLC | 6,273 | 38,715 | +32,442 | +517.17% |
| GWM Advisors LLC | 11,042 | 32,298 | +21,256 | +192.50% |
| Jane Street Group LLC | 187,591 | 454,164 | +266,573 | +142.10% |
| Advisor Group Holdings Inc. | 11,012 | 19,545 | +8,533 | +77.49% |
| Wells Fargo & Company MN | 252,045 | 353,104 | +101,059 | +40.10% |
| Klaas Financial Asset Advisors LLC | 13,673 | 16,191 | +2,518 | +18.42% |
| IFP Advisors Inc | 44,139 | 51,970 | +7,831 | +17.74% |
| Cetera Investment Advisers | 13,496 | 15,364 | +1,868 | +13.84% |
| Endowment Wealth Management Inc. | 24,665 | 27,742 | +3,077 | +12.48% |
| Snowden Capital Advisors LLC | 17,936 | 19,311 | +1,375 | +7.67% |
| Atria Wealth Solutions Inc. | 8,805 | 9,439 | +634 | +7.20% |
| Wrapmanager Inc. | 22,685 | 24,280 | +1,595 | +7.03% |
| Morgan Stanley | 304,875 | 325,523 | +20,648 | +6.77% |
| Commonwealth Equity Services LLC | 116,650 | 124,303 | +7,653 | +6.56% |
| Baltimore Washington Financial Advisors Inc. | 254,773 | 263,217 | +8,444 | +3.31% |
| Raymond James & Associates | 173,461 | 176,366 | +2,905 | +1.67% |
| Tradition Wealth Management LLC | 8,569 | 8,673 | +104 | +1.21% |
| Lbmc Investment Advisors LLC | 20,736 | 20,951 | +215 | +1.04% |
| SageView Advisory Group LLC | 248,565 | 249,429 | +864 | +0.35% |
| Wealthsource Partners LLC | 20,126 | 20,182 | +56 | +0.28% |
| Phillips Financial Management LLC | 31,139 | 31,153 | +14 | +0.04% |
| 13F Filers Reporting New Positions In IBHC | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Comerica Bank | 0 | 3,278 | +3,278 | +100% |
| Bank of Montreal Can | 0 | 1 | +1 | +100% |
| Headinvest LLC | 0 | 900 | +900 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 11,886 | +11,886 | +100% |
| Cary Street Partners Investment Advisory LLC | 0 | 1,060 | +1,060 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 112 | 112 | UNCH | 0.00% |
| Arrow Financial Corp | 5,380 | 5,380 | UNCH | 0.00% |
| Private Trust Co. NA | 422 | 422 | UNCH | 0.00% |
| Susquehanna International Group LLP | 10,784 | 10,784 | UNCH | 0.00% |
| IMA Wealth Inc. | 1 | 1 | UNCH | 0.00% |
| Timber Creek Capital Management LLC | 2,673 | 2,673 | UNCH | 0.00% |
| Grove Bank & Trust | 85 | 85 | UNCH | 0.00% |
| Parallel Advisors LLC | 9,016 | 9,016 | UNCH | 0.00% |
| Colton Groome Financial Advisors LLC | 16,000 | 16,000 | UNCH | 0.00% |
| Element Wealth LLC | 5,161 | 5,161 | UNCH | 0.00% |
| 4J Wealth Management LLC | 10,841 | 10,841 | UNCH | 0.00% |
| Bradley & Co. Private Wealth Management LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Bensler LLC | 9,749 | 9,749 | UNCH | 0.00% |
| Farther Finance Advisors LLC | 3,210 | 3,210 | UNCH | 0.00% |
| 13F Filers Decreasing IBHC Share Count | ||||
| AE Wealth Management LLC | 109,251 | 21,190 | -88,061 | -80.60% |
| UBS Group AG | 5,455 | 1,066 | -4,389 | -80.46% |
| Flow Traders U.S. LLC | 53,759 | 17,694 | -36,065 | -67.09% |
| FMR LLC | 3 | 1 | -2 | -66.67% |
| Resonant Capital Advisors LLC | 77,350 | 33,076 | -44,274 | -57.24% |
| Raymond James Financial Services Advisors Inc. | 217,162 | 110,689 | -106,473 | -49.03% |
| Leavell Investment Management Inc. | 18,712 | 9,945 | -8,767 | -46.85% |
| Tyler Stone Wealth Management | 3,561 | 2,060 | -1,501 | -42.15% |
| Janney Montgomery Scott LLC | 83,445 | 58,224 | -25,221 | -30.22% |
| Cetera Advisors LLC | 14,156 | 10,545 | -3,611 | -25.51% |
| Royal Bank of Canada | 198,660 | 151,223 | -47,437 | -23.88% |
| LPL Financial LLC | 254,834 | 194,785 | -60,049 | -23.56% |
| Bbjs Financial Advisors LLC | 9,700 | 7,700 | -2,000 | -20.62% |
| Carr Financial Group Corp | 29,076 | 23,898 | -5,178 | -17.81% |
| OLD Mission Capital LLC | 18,181 | 15,159 | -3,022 | -16.62% |
| Quad Cities Investment Group LLC | 14,652 | 12,463 | -2,189 | -14.94% |
| Werba Rubin Papier Wealth Management | 165,056 | 142,406 | -22,650 | -13.72% |
| Sunbelt Securities Inc. | 8,150 | 7,325 | -825 | -10.12% |
| Straight Path Wealth Management | 24,365 | 22,360 | -2,005 | -8.23% |
| Bank of America Corp DE | 525,953 | 486,298 | -39,655 | -7.54% |
| Northwestern Mutual Wealth Management Co. | 44,642 | 41,386 | -3,256 | -7.29% |
| Integrated Wealth Concepts LLC | 82,343 | 76,750 | -5,593 | -6.79% |
| Valley National Advisers Inc. | 39,360 | 36,750 | -2,610 | -6.63% |
| Sigma Planning Corp | 35,103 | 33,232 | -1,871 | -5.33% |
| Rockefeller Capital Management L.P. | 38,177 | 36,153 | -2,024 | -5.30% |
| Cambridge Investment Research Advisors Inc. | 14,069 | 13,674 | -395 | -2.81% |
| Peloton Wealth Strategists | 157,075 | 153,325 | -3,750 | -2.39% |
| Lincoln National Corp | 17,678 | 17,387 | -291 | -1.65% |
| Asset Dedication LLC | 285,518 | 282,925 | -2,593 | -0.91% |
| Northstar Group Inc. | 51,382 | 51,183 | -199 | -0.39% |
| 13F Filers Exiting IBHC | ||||
| Second Half Financial Partners LLC | 23,415 | 0 | -23,415 | -100.00% |
| Safeguard Financial LLC | 1,597 | 0 | -1,597 | -100.00% |
| Mid American Wealth Advisory Group Inc. | 11,416 | 0 | -11,416 | -100.00% |
| Global Retirement Partners LLC | 215 | 0 | -215 | -100.00% |
| Ironwood Financial llc | 16,834 | 0 | -16,834 | -100.00% |
| Segment Wealth Management LLC | 17,795 | 0 | -17,795 | -100.00% |
| HRT Financial LP | 8,568 | 0 | -8,568 | -100.00% |
See Summary: Institutional Holders of IBHC
See Details: Top 10 Hedge Funds Holding IBHC
