HoldingsChannel.com
| Filer | 6/30/2021 Share Count | 9/30/2021 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBMJ Share Count | ||||
| Blair William & Co. IL | 2,000 | 7,950 | +5,950 | +297.50% |
| IHT Wealth Management LLC | 12,799 | 23,378 | +10,579 | +82.65% |
| Truist Financial Corp | 19,319 | 29,180 | +9,861 | +51.04% |
| Ameritas Investment Partners Inc. | 9,461 | 13,732 | +4,271 | +45.14% |
| Private Advisor Group LLC | 174,112 | 213,659 | +39,547 | +22.71% |
| Princeton Global Asset Management LLC | 19,979 | 23,297 | +3,318 | +16.61% |
| HighTower Advisors LLC | 287,563 | 331,162 | +43,599 | +15.16% |
| LPL Financial LLC | 173,488 | 196,076 | +22,588 | +13.02% |
| CENTRAL TRUST Co | 20,000 | 22,000 | +2,000 | +10.00% |
| Kestra Private Wealth Services LLC | 33,075 | 36,053 | +2,978 | +9.00% |
| Janney Montgomery Scott LLC | 22,689 | 24,254 | +1,565 | +6.90% |
| Rehmann Capital Advisory Group | 24,651 | 26,114 | +1,463 | +5.93% |
| Advisory Services Network LLC | 23,035 | 24,258 | +1,223 | +5.31% |
| United Capital Financial Advisers LLC | 163,531 | 168,423 | +4,892 | +2.99% |
| Bank of America Corp DE | 521,812 | 537,142 | +15,330 | +2.94% |
| Legacy Private Trust Co. | 128,788 | 131,488 | +2,700 | +2.10% |
| Gateway Advisory LLC | 198,261 | 202,242 | +3,981 | +2.01% |
| Raymond James & Associates | 48,332 | 48,929 | +597 | +1.24% |
| GWM Advisors LLC | 19,053 | 19,287 | +234 | +1.23% |
| US Bancorp DE | 555,408 | 561,385 | +5,977 | +1.08% |
| Founders Financial Alliance LLC | 406 | 407 | +1 | +0.25% |
| MCF Advisors LLC | 24,310 | 24,348 | +38 | +0.16% |
| Tradition Wealth Management LLC | 2,657 | 2,660 | +3 | +0.11% |
| Ausdal Financial Partners Inc. | 17,472 | 17,488 | +16 | +0.09% |
| Guidance Point Advisors LLC | 36,277 | 36,307 | +30 | +0.08% |
| BKD Wealth Advisors LLC | 8,003 | 8,004 | +1 | +0.01% |
| 13F Filers Reporting New Positions In IBMJ | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| IFP Advisors Inc | 0 | 0 | UNCH | 100% |
| BOKF NA | 0 | 19,670 | +19,670 | +100% |
| OLD Mission Capital LLC | 0 | 8,391 | +8,391 | +100% |
| Thomas J. Herzfeld Advisors Inc. | 0 | 78,690 | +78,690 | +100% |
| Creative Planning | 0 | 10,479 | +10,479 | +100% |
| First Affirmative Financial Network | 0 | 17,482 | +17,482 | +100% |
| Ferris Capital LLC | 0 | 51,563 | +51,563 | +100% |
| Apollon Wealth Management LLC | 0 | 44,901 | +44,901 | +100% |
| Eudaimonia Partners LLC | 0 | 32,536 | +32,536 | +100% |
| CFS Investment Advisory Services LLC | 0 | 64,786 | +64,786 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Corp MA ADV | 17,025 | 17,025 | UNCH | 0.00% |
| Capital One Financial Corp | 7,999 | 7,999 | UNCH | 0.00% |
| Roof Eidam & Maycock ADV | 40,510 | 40,510 | UNCH | 0.00% |
| Peloton Wealth Strategists | 8,000 | 8,000 | UNCH | 0.00% |
| Sigma Investment Counselors Inc. | 22,195 | 22,195 | UNCH | 0.00% |
| Northern Oak Wealth Management Inc. | 1,730 | 1,730 | UNCH | 0.00% |
| Whittier Trust Co. of Nevada Inc. | 1,033 | 1,033 | UNCH | 0.00% |
| Phillips Financial Management LLC | 110,229 | 110,229 | UNCH | 0.00% |
| AMG National Trust Bank | 42,668 | 42,668 | UNCH | 0.00% |
| Lee Financial Co | 10,221 | 10,221 | UNCH | 0.00% |
| Cambridge Investment Research Advisors Inc. | 28,852 | 28,852 | UNCH | 0.00% |
| Vigilant Capital Management LLC | 2,355 | 2,355 | UNCH | 0.00% |
| Capital Directions Investment Advisors LLC | 40,670 | 40,670 | UNCH | 0.00% |
| Donaldson Capital Management LLC | 16,708 | 16,708 | UNCH | 0.00% |
| Homrich & Berg | 7,846 | 7,846 | UNCH | 0.00% |
| Autus Asset Management LLC | 11,500 | 11,500 | UNCH | 0.00% |
| Cetera Advisor Networks LLC | 9,795 | 9,795 | UNCH | 0.00% |
| EP Wealth Advisors LLC | 50,116 | 50,116 | UNCH | 0.00% |
| Allworth Financial LP | 900 | 900 | UNCH | 0.00% |
| Archford Capital Strategies LLC | 9,431 | 9,431 | UNCH | 0.00% |
| ETF Portfolio Partners Inc. | 24,933 | 24,933 | UNCH | 0.00% |
| Capital Asset Advisory Services LLC | 1,364 | 1,364 | UNCH | 0.00% |
| Taylor Cottrill Erickson & Associates Inc. | 22,795 | 22,795 | UNCH | 0.00% |
| Parallel Advisors LLC | 902 | 902 | UNCH | 0.00% |
| Managed Account Services Inc. | 17,398 | 17,398 | UNCH | 0.00% |
| Flaharty Asset Management LLC | 14,090 | 14,090 | UNCH | 0.00% |
| Fieldpoint Private Securities LLC | 69,432 | 69,432 | UNCH | 0.00% |
| Personal Resources Investment & Strategic Management Inc. | 13,544 | 13,544 | UNCH | 0.00% |
| Tlwm | 7,923 | 7,923 | UNCH | 0.00% |
| Paradiem LLC | 66,538 | 66,538 | UNCH | 0.00% |
| Altium Wealth Management LLC | 10,151 | 10,151 | UNCH | 0.00% |
| Laurel Wealth Advisors LLC | 8,216 | 8,216 | UNCH | 0.00% |
| SlateStone Wealth LLC | 21,914 | 21,914 | UNCH | 0.00% |
| Coastal Capital Group Inc. | 397 | 397 | UNCH | 0.00% |
| Kathmere Capital Management LLC | 12,290 | 12,290 | UNCH | 0.00% |
| BCS Wealth Management | 14,489 | 14,489 | UNCH | 0.00% |
| Emerald Advisors LLC | 10,045 | 10,045 | UNCH | 0.00% |
| Klaas Financial Asset Advisors LLC | 388 | 388 | UNCH | 0.00% |
| Rockbridge Investment Management LCC | 970 | 970 | UNCH | 0.00% |
| Annapolis Financial Services LLC | 12,646 | 12,646 | UNCH | 0.00% |
| Childress Capital Advisors LLC | 16,870 | 16,870 | UNCH | 0.00% |
| 13F Filers Decreasing IBMJ Share Count | ||||
| Advisor Group Holdings Inc. | 52,300 | 23,136 | -29,164 | -55.76% |
| Flow Traders U.S. LLC | 49,004 | 21,934 | -27,070 | -55.24% |
| National Asset Management Inc. | 32,540 | 15,966 | -16,574 | -50.93% |
| Sentinel Pension Advisors Inc. | 90,640 | 48,028 | -42,612 | -47.01% |
| Jane Street Group LLC | 105,830 | 56,603 | -49,227 | -46.52% |
| Lincoln National Corp | 20,431 | 11,710 | -8,721 | -42.69% |
| Estate Counselors LLC | 21,825 | 13,675 | -8,150 | -37.34% |
| Regions Financial Corp | 31,175 | 19,698 | -11,477 | -36.81% |
| Envestnet Asset Management Inc. | 307,514 | 196,708 | -110,806 | -36.03% |
| Stratos Wealth Partners LTD. | 12,925 | 8,925 | -4,000 | -30.95% |
| Captrust Financial Advisors | 6,109 | 4,218 | -1,891 | -30.95% |
| Mariner LLC | 173,632 | 122,080 | -51,552 | -29.69% |
| Wealthquest Corp | 86,274 | 63,198 | -23,076 | -26.75% |
| Steward Partners Investment Advisory LLC | 2,617 | 1,962 | -655 | -25.03% |
| Brandywine Oak Private Wealth LLC | 111,583 | 85,064 | -26,519 | -23.77% |
| UBS Group AG | 103,481 | 79,961 | -23,520 | -22.73% |
| Paulson Wealth Management Inc. | 52,074 | 41,830 | -10,244 | -19.67% |
| King Luther Capital Management Corp | 27,311 | 22,036 | -5,275 | -19.31% |
| Carnegie Capital Asset Management LLC | 44,850 | 36,430 | -8,420 | -18.77% |
| D.A. Davidson & CO. | 25,851 | 21,475 | -4,376 | -16.93% |
| MML Investors Services LLC | 12,210 | 10,150 | -2,060 | -16.87% |
| Wells Fargo & Company MN | 577,564 | 480,859 | -96,705 | -16.74% |
| DAVENPORT & Co LLC | 15,825 | 13,395 | -2,430 | -15.36% |
| Gofen & Glossberg LLC IL | 33,800 | 28,800 | -5,000 | -14.79% |
| Kestra Advisory Services LLC | 18,192 | 15,700 | -2,492 | -13.70% |
| Leavell Investment Management Inc. | 366,972 | 323,828 | -43,144 | -11.76% |
| Mercer Global Advisors Inc. ADV | 53,828 | 47,528 | -6,300 | -11.70% |
| Sandy Spring Bank | 16,480 | 14,555 | -1,925 | -11.68% |
| Praetorian Wealth Management Inc. | 57,853 | 51,175 | -6,678 | -11.54% |
| Cliftonlarsonallen Wealth Advisors LLC | 370,614 | 333,575 | -37,039 | -9.99% |
| Valmark Advisers Inc. | 49,850 | 45,053 | -4,797 | -9.62% |
| Raymond James Financial Services Advisors Inc. | 107,117 | 99,147 | -7,970 | -7.44% |
| Covington Investment Advisors Inc. | 37,836 | 35,358 | -2,478 | -6.55% |
| Ameriprise Financial Inc. | 51,014 | 48,264 | -2,750 | -5.39% |
| Commonwealth Equity Services LLC | 141,442 | 134,411 | -7,031 | -4.97% |
| Royal Bank of Canada | 125,865 | 119,807 | -6,058 | -4.81% |
| Northwestern Mutual Wealth Management Co. | 130,001 | 124,563 | -5,438 | -4.18% |
| Asset Dedication LLC | 22,185 | 21,275 | -910 | -4.10% |
| Stonebridge Capital Advisors LLC | 213,661 | 205,340 | -8,321 | -3.89% |
| Harbour Investments Inc. | 2,517 | 2,426 | -91 | -3.62% |
| Morgan Stanley | 619,126 | 597,990 | -21,136 | -3.41% |
| Wilbanks Smith & Thomas Asset Management LLC | 31,651 | 30,676 | -975 | -3.08% |
| Honkamp Krueger Financial Services Inc. | 45,078 | 43,772 | -1,306 | -2.90% |
| BlackRock Inc. | 145 | 141 | -4 | -2.76% |
| Cary Street Partners Asset Management LLC | 29,367 | 28,967 | -400 | -1.36% |
| Sonata Capital Group Inc. | 57,973 | 57,465 | -508 | -0.88% |
| Stifel Financial Corp | 46,956 | 46,764 | -192 | -0.41% |
| Integrated Wealth Concepts LLC | 34,952 | 34,836 | -116 | -0.33% |
| Paradigm Strategies in Wealth Management LLC | 78,739 | 78,525 | -214 | -0.27% |
| 13F Filers Exiting IBMJ | ||||
| Bradley & Co. Private Wealth Management LLC | 4,955 | 0 | -4,955 | -100.00% |
| Single Point Partners LLC | 8,162 | 0 | -8,162 | -100.00% |
| Sound View Wealth Advisors Group LLC | 8,027 | 0 | -8,027 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 2,447 | 0 | -2,447 | -100.00% |
| Geneos Wealth Management Inc. | 4,696 | 0 | -4,696 | -100.00% |
| Beacon Pointe Advisors LLC | 85,491 | 0 | -85,491 | -100.00% |
| NEXT Financial Group Inc | 3,307 | 0 | -3,307 | -100.00% |
| Susquehanna International Group LLP | 37,180 | 0 | -37,180 | -100.00% |
| Prudential Financial Inc. | 10,199 | 0 | -10,199 | -100.00% |
| JPMorgan Chase & Co. | 9,494 | 0 | -9,494 | -100.00% |
See Summary: Institutional Holders of IBMJ
See Details: Top 10 Hedge Funds Holding IBMJ
