Filer | 3/31/2020 Share Count | 6/30/2020 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing IBMI Share Count | ||||
BlackRock Inc. | 137 | 2,717 | +2,580 | +1883.21% |
US Bancorp DE | 505,597 | 1,004,183 | +498,586 | +98.61% |
IFP Advisors Inc | 2,400 | 3,400 | +1,000 | +41.67% |
Bank of America Corp DE | 479,094 | 663,501 | +184,407 | +38.49% |
Fieldpoint Private Securities LLC | 65,500 | 81,673 | +16,173 | +24.69% |
Captrust Financial Advisors | 8,034 | 9,905 | +1,871 | +23.29% |
Phillips Financial Management LLC | 127,331 | 150,229 | +22,898 | +17.98% |
Regions Financial Corp | 30,800 | 34,809 | +4,009 | +13.02% |
Stonebridge Capital Advisors LLC | 105,543 | 118,297 | +12,754 | +12.08% |
Sandy Spring Bank | 19,650 | 21,800 | +2,150 | +10.94% |
Ameriprise Financial Inc. | 49,016 | 53,230 | +4,214 | +8.60% |
Mariner LLC | 96,225 | 104,461 | +8,236 | +8.56% |
Morgan Stanley | 398,480 | 431,015 | +32,535 | +8.16% |
Leavell Investment Management Inc. | 207,341 | 221,861 | +14,520 | +7.00% |
Royal Bank of Canada | 69,736 | 74,167 | +4,431 | +6.35% |
Roof Eidam & Maycock ADV | 38,460 | 40,520 | +2,060 | +5.36% |
Wells Fargo & Company MN | 325,999 | 343,345 | +17,346 | +5.32% |
Mercer Global Advisors Inc. ADV | 33,901 | 35,529 | +1,628 | +4.80% |
Guidance Point Advisors LLC | 30,854 | 32,260 | +1,406 | +4.56% |
Legacy Private Trust Co. | 157,675 | 163,675 | +6,000 | +3.81% |
Brandywine Oak Private Wealth LLC | 113,574 | 116,976 | +3,402 | +3.00% |
Commonwealth Equity Services LLC | 170,366 | 173,911 | +3,545 | +2.08% |
Estate Counselors LLC | 110,395 | 112,315 | +1,920 | +1.74% |
Altium Wealth Management LLC | 38,705 | 39,155 | +450 | +1.16% |
Kathmere Capital Management LLC | 31,379 | 31,483 | +104 | +0.33% |
Cedar Brook Financial Partners LLC | 23,719 | 23,740 | +21 | +0.09% |
Ferris Capital LLC | 47,126 | 47,145 | +19 | +0.04% |
13F Filers Reporting New Positions In IBMI | ||||
Proequities Inc. | 0 | 0 | UNCH | 100% |
Truist Financial Corp | 0 | 25,059 | +25,059 | +100% |
Creative Financial Designs Inc. ADV | 0 | 0 | UNCH | 100% |
Cliftonlarsonallen Wealth Advisors LLC | 0 | 127,970 | +127,970 | +100% |
D.A. Davidson & CO. | 0 | 29,680 | +29,680 | +100% |
National Asset Management Inc. | 0 | 21,495 | +21,495 | +100% |
Cetera Advisor Networks LLC | 0 | 544 | +544 | +100% |
Dynamic Advisor Solutions LLC | 0 | 7,848 | +7,848 | +100% |
Archford Capital Strategies LLC | 0 | 8,985 | +8,985 | +100% |
Wealthquest Corp | 0 | 132,147 | +132,147 | +100% |
Bogart Wealth LLC | 0 | 1,343 | +1,343 | +100% |
Patriot Investment Management Inc. | 0 | 2,740 | +2,740 | +100% |
Eudaimonia Partners LLC | 0 | 4,070 | +4,070 | +100% |
Praetorian Wealth Management Inc. | 0 | 36,178 | +36,178 | +100% |
Rockbridge Investment Management LCC | 0 | 979 | +979 | +100% |
13F Filers With Unchanged Share Count | ||||
JPMorgan Chase & Co. | 11,492 | 11,492 | UNCH | 0.00% |
CENTRAL TRUST Co | 400 | 400 | UNCH | 0.00% |
Stifel Financial Corp | 31,984 | 31,984 | UNCH | 0.00% |
Citigroup Inc. | 4,000 | 4,000 | UNCH | 0.00% |
Honkamp Krueger Financial Services Inc. | 26,734 | 26,734 | UNCH | 0.00% |
Baldwin Brothers Inc. MA | 1,970 | 1,970 | UNCH | 0.00% |
Ameritas Investment Partners Inc. | 8,060 | 8,060 | UNCH | 0.00% |
Peloton Wealth Strategists | 11,000 | 11,000 | UNCH | 0.00% |
Sonata Capital Group Inc. | 13,933 | 13,933 | UNCH | 0.00% |
Whittier Trust Co. of Nevada Inc. | 1,041 | 1,041 | UNCH | 0.00% |
Janney Montgomery Scott LLC | 14,601 | 14,601 | UNCH | 0.00% |
AMG National Trust Bank | 42,975 | 42,975 | UNCH | 0.00% |
Lee Financial Co | 6,151 | 6,151 | UNCH | 0.00% |
Cambridge Investment Research Advisors Inc. | 30,694 | 30,694 | UNCH | 0.00% |
Capital Directions Investment Advisors LLC | 19,690 | 19,690 | UNCH | 0.00% |
Donaldson Capital Management LLC | 8,467 | 8,467 | UNCH | 0.00% |
Autus Asset Management LLC | 11,500 | 11,500 | UNCH | 0.00% |
MCF Advisors LLC | 3,876 | 3,876 | UNCH | 0.00% |
Rehmann Capital Advisory Group | 8,050 | 8,050 | UNCH | 0.00% |
ETF Portfolio Partners Inc. | 24,035 | 24,035 | UNCH | 0.00% |
Capital Asset Advisory Services LLC | 489 | 489 | UNCH | 0.00% |
Parallel Advisors LLC | 4,104 | 4,104 | UNCH | 0.00% |
Resources Investment Advisors LLC. | 8,175 | 8,175 | UNCH | 0.00% |
Flagship Harbor Advisors LLC | 771 | 771 | UNCH | 0.00% |
New Capital Management LP | 4,301 | 4,301 | UNCH | 0.00% |
Pinnacle Bank | 1,400 | 1,400 | UNCH | 0.00% |
Personal Resources Investment & Strategic Management Inc. | 19,023 | 19,023 | UNCH | 0.00% |
Steward Partners Investment Advisory LLC | 2,625 | 2,625 | UNCH | 0.00% |
Laurel Wealth Advisors LLC | 3,900 | 3,900 | UNCH | 0.00% |
SlateStone Wealth LLC | 19,972 | 19,972 | UNCH | 0.00% |
Emerald Advisors LLC | 10,000 | 10,000 | UNCH | 0.00% |
Orion Portfolio Solutions LLC | 8,175 | 8,175 | UNCH | 0.00% |
13F Filers Decreasing IBMI Share Count | ||||
Northern Oak Wealth Management Inc. | 8,708 | 398 | -8,310 | -95.43% |
Fusion Family Wealth LLC | 164,699 | 15,669 | -149,030 | -90.49% |
Flow Traders U.S. LLC | 94,812 | 13,134 | -81,678 | -86.15% |
Susquehanna International Group LLP | 193,484 | 40,067 | -153,417 | -79.29% |
Sentinel Pension Advisors Inc. | 59,407 | 15,160 | -44,247 | -74.48% |
Wilbanks Smith & Thomas Asset Management LLC | 24,205 | 10,521 | -13,684 | -56.53% |
Procyon Private Wealth Partners LLC | 977 | 450 | -527 | -53.94% |
Fifth Third Bancorp | 3,095 | 1,610 | -1,485 | -47.98% |
Jane Street Group LLC | 189,153 | 117,286 | -71,867 | -37.99% |
Lincoln National Corp | 28,535 | 17,995 | -10,540 | -36.94% |
Vista Private Wealth Partners. LLC | 22,838 | 15,255 | -7,583 | -33.20% |
Resonant Capital Advisors LLC | 19,140 | 13,313 | -5,827 | -30.44% |
UBS Group AG | 179,474 | 125,866 | -53,608 | -29.87% |
Advisor Group Holdings Inc. | 32,715 | 24,196 | -8,519 | -26.04% |
Asset Dedication LLC | 24,703 | 19,603 | -5,100 | -20.65% |
First National Corp MA ADV | 40,321 | 32,251 | -8,070 | -20.01% |
Royal Harbor Partners LLC | 24,449 | 19,588 | -4,861 | -19.88% |
Raymond James Financial Services Advisors Inc. | 209,385 | 171,818 | -37,567 | -17.94% |
Northwestern Mutual Wealth Management Co. | 208,961 | 172,486 | -36,475 | -17.46% |
Vigilant Capital Management LLC | 12,350 | 10,235 | -2,115 | -17.13% |
Actinver Wealth Management Inc. | 17,454 | 14,611 | -2,843 | -16.29% |
Gateway Advisory LLC | 234,555 | 198,996 | -35,559 | -15.16% |
Valley National Advisers Inc. | 47,939 | 41,127 | -6,812 | -14.21% |
Integrated Wealth Concepts LLC | 10,373 | 8,990 | -1,383 | -13.33% |
King Luther Capital Management Corp | 10,032 | 8,732 | -1,300 | -12.96% |
Paulson Wealth Management Inc. | 51,089 | 44,521 | -6,568 | -12.86% |
Private Advisor Group LLC | 194,273 | 170,810 | -23,463 | -12.08% |
DAVENPORT & Co LLC | 34,535 | 30,885 | -3,650 | -10.57% |
Sigma Investment Counselors Inc. | 27,907 | 25,081 | -2,826 | -10.13% |
Envestnet Asset Management Inc. | 205,780 | 186,924 | -18,856 | -9.16% |
Raymond James & Associates | 47,945 | 43,597 | -4,348 | -9.07% |
Tlwm | 26,951 | 24,951 | -2,000 | -7.42% |
United Capital Financial Advisers LLC | 206,311 | 191,499 | -14,812 | -7.18% |
GWM Advisors LLC | 8,439 | 7,857 | -582 | -6.90% |
Ausdal Financial Partners Inc. | 16,458 | 15,593 | -865 | -5.26% |
Single Point Partners LLC | 37,559 | 35,656 | -1,903 | -5.07% |
Valmark Advisers Inc. | 27,184 | 25,941 | -1,243 | -4.57% |
HighTower Advisors LLC | 502,750 | 482,867 | -19,883 | -3.95% |
Covington Investment Advisors Inc. | 35,950 | 35,090 | -860 | -2.39% |
Carnegie Capital Asset Management LLC | 32,550 | 31,972 | -578 | -1.78% |
LPL Financial LLC | 240,575 | 236,332 | -4,243 | -1.76% |
Baird Financial Group Inc. | 14,680 | 14,424 | -256 | -1.74% |
Beacon Pointe Advisors LLC | 94,933 | 94,245 | -688 | -0.72% |
Stratos Wealth Partners LTD. | 9,948 | 9,947 | -1 | -0.01% |
13F Filers Exiting IBMI | ||||
Wealth Quarterback LLC | 692 | 0 | -692 | -100.00% |
LifeSteps Financial Inc. | 70,472 | 0 | -70,472 | -100.00% |
Financial Advocates Investment Management | 9,091 | 0 | -9,091 | -100.00% |
Advisory Services Network LLC | 4,067 | 0 | -4,067 | -100.00% |
EP Wealth Advisors LLC | 84,532 | 0 | -84,532 | -100.00% |
Greenwich Investment Management Inc. | 7,950 | 0 | -7,950 | -100.00% |
Citadel Advisors LLC | 81,466 | 0 | -81,466 | -100.00% |
AdvisorNet Financial Inc | 660 | 0 | -660 | -100.00% |
Ameritas Investment Company LLC | 2,164 | 0 | -2,164 | -100.00% |
Synovus Financial Corp | 630 | 0 | -630 | -100.00% |
See Summary: Institutional Holders of IBMI
See Details: Top 10 Hedge Funds Holding IBMI