HoldingsChannel.com
| Filer | 6/30/2022 Share Count | 9/30/2022 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBMK Share Count | ||||
| Private Trust Co. NA | 833 | 12,505 | +11,672 | +1401.20% |
| Captrust Financial Advisors | 10,873 | 41,392 | +30,519 | +280.69% |
| Ameriprise Financial Inc. | 52,016 | 138,648 | +86,632 | +166.55% |
| Cambridge Investment Research Advisors Inc. | 23,715 | 54,921 | +31,206 | +131.59% |
| PFS Investments Inc. | 131,737 | 257,949 | +126,212 | +95.81% |
| Washington Trust Bank | 28,360 | 47,379 | +19,019 | +67.06% |
| Raymond James & Associates | 107,949 | 162,006 | +54,057 | +50.08% |
| GWM Advisors LLC | 290,442 | 383,231 | +92,789 | +31.95% |
| Janney Montgomery Scott LLC | 20,894 | 26,809 | +5,915 | +28.31% |
| CWM LLC | 13,711 | 17,571 | +3,860 | +28.15% |
| Emerald Advisors LLC | 21,620 | 27,420 | +5,800 | +26.83% |
| Harbor Investment Advisory LLC | 4,000 | 5,038 | +1,038 | +25.95% |
| Jane Street Group LLC | 70,584 | 83,245 | +12,661 | +17.94% |
| Beacon Pointe Advisors LLC | 35,921 | 41,799 | +5,878 | +16.36% |
| Covington Investment Advisors Inc. | 67,555 | 76,955 | +9,400 | +13.91% |
| Commonwealth Equity Services LLC | 166,873 | 185,494 | +18,621 | +11.16% |
| Cary Street Partners Asset Management LLC | 12,131 | 13,097 | +966 | +7.96% |
| Lincoln National Corp | 165,413 | 174,446 | +9,033 | +5.46% |
| Bank of America Corp DE | 1,137,381 | 1,199,050 | +61,669 | +5.42% |
| Raymond James Financial Services Advisors Inc. | 231,440 | 234,988 | +3,548 | +1.53% |
| US Bancorp DE | 1,138,411 | 1,153,823 | +15,412 | +1.35% |
| Capital Investment Advisors LLC | 9,226 | 9,323 | +97 | +1.05% |
| Mariner LLC | 164,886 | 165,996 | +1,110 | +0.67% |
| FMR LLC | 194 | 195 | +1 | +0.52% |
| CFS Investment Advisory Services LLC | 65,264 | 65,464 | +200 | +0.31% |
| MCF Advisors LLC | 20,609 | 20,666 | +57 | +0.28% |
| IHT Wealth Management LLC | 10,283 | 10,311 | +28 | +0.27% |
| Founders Financial Alliance LLC | 407 | 408 | +1 | +0.25% |
| Madden Advisory Services Inc. | 9,532 | 9,547 | +15 | +0.16% |
| Advisory Services Network LLC | 18,468 | 18,483 | +15 | +0.08% |
| Ameritas Investment Partners Inc. | 17,738 | 17,743 | +5 | +0.03% |
| Princeton Global Asset Management LLC | 23,259 | 23,265 | +6 | +0.03% |
| Tradition Wealth Management LLC | 24,045 | 24,051 | +6 | +0.02% |
| Stratos Wealth Partners LTD. | 17,375 | 17,376 | +1 | +0.01% |
| 13F Filers Reporting New Positions In IBMK | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| RGT Wealth Advisors LLC | 0 | 0 | UNCH | 100% |
| Bank of Montreal Can | 0 | 96,462 | +96,462 | +100% |
| J.W. Cole Advisors Inc. | 0 | 9,596 | +9,596 | +100% |
| Susquehanna International Group LLP | 0 | 63,037 | +63,037 | +100% |
| Beacon Financial Group | 0 | 12,875 | +12,875 | +100% |
| Horan Securities Inc. | 0 | 1,286 | +1,286 | +100% |
| Parallel Advisors LLC | 0 | 1,157 | +1,157 | +100% |
| Eldridge Investment Advisors Inc. | 0 | 8,200 | +8,200 | +100% |
| Laurel Wealth Advisors LLC | 0 | 8,852 | +8,852 | +100% |
| Royal Harbor Partners LLC | 0 | 22,120 | +22,120 | +100% |
| W.H. Cornerstone Investments Inc. | 0 | 8,117 | +8,117 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbour Investments Inc. | 2,854 | 2,854 | UNCH | 0.00% |
| Honkamp Krueger Financial Services Inc. | 46,438 | 46,438 | UNCH | 0.00% |
| Roof Eidam & Maycock ADV | 40,560 | 40,560 | UNCH | 0.00% |
| Bessemer Group Inc. | 5,022 | 5,022 | UNCH | 0.00% |
| D.A. Davidson & CO. | 16,477 | 16,477 | UNCH | 0.00% |
| Peloton Wealth Strategists | 13,500 | 13,500 | UNCH | 0.00% |
| Sonata Capital Group Inc. | 108,843 | 108,843 | UNCH | 0.00% |
| Phillips Financial Management LLC | 74,921 | 74,921 | UNCH | 0.00% |
| BlackRock Inc. | 138 | 138 | UNCH | 0.00% |
| AMG National Trust Bank | 42,175 | 42,175 | UNCH | 0.00% |
| Lee Financial Co | 10,183 | 10,183 | UNCH | 0.00% |
| Donaldson Capital Management LLC | 55,065 | 55,065 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 100 | 100 | UNCH | 0.00% |
| Cetera Advisor Networks LLC | 13,870 | 13,870 | UNCH | 0.00% |
| Allworth Financial LP | 894 | 894 | UNCH | 0.00% |
| JNBA Financial Advisors | 2,577 | 2,577 | UNCH | 0.00% |
| Wealthstar Advisors LLC | 11,893 | 11,893 | UNCH | 0.00% |
| ETF Portfolio Partners Inc. | 24,746 | 24,746 | UNCH | 0.00% |
| IFP Advisors Inc | 7,708 | 7,708 | UNCH | 0.00% |
| Baird Financial Group Inc. | 21,220 | 21,220 | UNCH | 0.00% |
| Bogart Wealth LLC | 1,322 | 1,322 | UNCH | 0.00% |
| Personal Resources Investment & Strategic Management Inc. | 31,321 | 31,321 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 1,948 | 1,948 | UNCH | 0.00% |
| Front Row Advisors LLC | 6,000 | 6,000 | UNCH | 0.00% |
| Paradiem LLC | 62,106 | 62,106 | UNCH | 0.00% |
| SlateStone Wealth LLC | 21,510 | 21,510 | UNCH | 0.00% |
| Coastal Capital Group Inc. | 398 | 398 | UNCH | 0.00% |
| Lantz Financial LLC | 16,869 | 16,869 | UNCH | 0.00% |
| Cary Street Partners Investment Advisory LLC | 380 | 380 | UNCH | 0.00% |
| Blue Square Asset Management LLC | 35,942 | 35,942 | UNCH | 0.00% |
| BCS Wealth Management | 14,347 | 14,347 | UNCH | 0.00% |
| Archer Investment Corp | 2,000 | 2,000 | UNCH | 0.00% |
| Childress Capital Advisors LLC | 10,320 | 10,320 | UNCH | 0.00% |
| Paradigm Strategies in Wealth Management LLC | 76,991 | 76,991 | UNCH | 0.00% |
| Seldon Capital LP | 23,197 | 23,197 | UNCH | 0.00% |
| Bank of New Hampshire | 4,500 | 4,500 | UNCH | 0.00% |
| HB Wealth Management LLC | 7,795 | 7,795 | UNCH | 0.00% |
| Karlinski Andrew C | 183,082 | 183,082 | UNCH | 0.00% |
| Forte Asset Management LLC | 35,400 | 35,400 | UNCH | 0.00% |
| Atria Wealth Solutions Inc. | 24,178 | 24,178 | UNCH | 0.00% |
| 13F Filers Decreasing IBMK Share Count | ||||
| Stifel Financial Corp | 89,018 | 25,620 | -63,398 | -71.22% |
| Creative Planning | 66,299 | 20,609 | -45,690 | -68.92% |
| Regions Financial Corp | 131,400 | 43,622 | -87,778 | -66.80% |
| Gateway Advisory LLC | 317,137 | 114,970 | -202,167 | -63.75% |
| Carnegie Capital Asset Management LLC | 20,100 | 9,500 | -10,600 | -52.74% |
| Sentinel Pension Advisors Inc. | 106,791 | 62,053 | -44,738 | -41.89% |
| Vista Finance LLC | 131,025 | 82,731 | -48,294 | -36.86% |
| CENTRAL TRUST Co | 70,805 | 45,625 | -25,180 | -35.56% |
| Brandywine Oak Private Wealth LLC | 72,986 | 48,627 | -24,359 | -33.37% |
| Morgan Stanley | 550,452 | 408,538 | -141,914 | -25.78% |
| Kathmere Capital Management LLC | 10,774 | 8,297 | -2,477 | -22.99% |
| Spire Wealth Management | 154,609 | 120,964 | -33,645 | -21.76% |
| Guidance Point Advisors LLC | 13,684 | 11,008 | -2,676 | -19.56% |
| Sandy Spring Bank | 30,670 | 25,230 | -5,440 | -17.74% |
| Truist Financial Corp | 234,840 | 195,712 | -39,128 | -16.66% |
| MML Investors Services LLC | 13,992 | 11,844 | -2,148 | -15.35% |
| Praetorian Wealth Management Inc. | 86,439 | 74,795 | -11,644 | -13.47% |
| King Luther Capital Management Corp | 40,500 | 35,394 | -5,106 | -12.61% |
| Private Advisor Group LLC | 83,538 | 73,162 | -10,376 | -12.42% |
| HighTower Advisors LLC | 186,855 | 164,388 | -22,467 | -12.02% |
| Archford Capital Strategies LLC | 12,374 | 10,946 | -1,428 | -11.54% |
| Vigilant Capital Management LLC | 5,056 | 4,526 | -530 | -10.48% |
| Apollon Wealth Management LLC | 38,200 | 34,400 | -3,800 | -9.95% |
| Northwestern Mutual Wealth Management Co. | 178,621 | 161,547 | -17,074 | -9.56% |
| Commerce Bank | 13,250 | 12,010 | -1,240 | -9.36% |
| Wells Fargo & Company MN | 1,366,052 | 1,243,633 | -122,419 | -8.96% |
| UBS Group AG | 106,080 | 96,660 | -9,420 | -8.88% |
| Stonebridge Capital Advisors LLC | 174,395 | 160,546 | -13,849 | -7.94% |
| EP Wealth Advisors LLC | 39,036 | 36,027 | -3,009 | -7.71% |
| NovaPoint Capital LLC | 8,469 | 7,900 | -569 | -6.72% |
| Envestnet Asset Management Inc. | 236,355 | 220,634 | -15,721 | -6.65% |
| Valmark Advisers Inc. | 37,215 | 34,836 | -2,379 | -6.39% |
| Advisor Group Holdings Inc. | 51,781 | 48,841 | -2,940 | -5.68% |
| National Asset Management Inc. | 49,808 | 47,203 | -2,605 | -5.23% |
| Legacy Private Trust Co. | 151,601 | 143,748 | -7,853 | -5.18% |
| Mercer Global Advisors Inc. ADV | 124,560 | 119,504 | -5,056 | -4.06% |
| LPL Financial LLC | 262,909 | 256,505 | -6,404 | -2.44% |
| United Capital Financial Advisers LLC | 146,104 | 142,548 | -3,556 | -2.43% |
| Brookstone Capital Management | 9,280 | 9,077 | -203 | -2.19% |
| Leavell Investment Management Inc. | 378,752 | 372,252 | -6,500 | -1.72% |
| Rockefeller Capital Management L.P. | 2,035 | 2,005 | -30 | -1.47% |
| Sigma Investment Counselors Inc. | 61,160 | 60,460 | -700 | -1.14% |
| Kestra Private Wealth Services LLC | 40,741 | 40,336 | -405 | -0.99% |
| Rehmann Capital Advisory Group | 17,939 | 17,796 | -143 | -0.80% |
| Royal Bank of Canada | 100,351 | 99,734 | -617 | -0.61% |
| Asset Dedication LLC | 155,513 | 154,878 | -635 | -0.41% |
| GW Henssler & Associates Ltd. | 12,066 | 12,053 | -13 | -0.11% |
| 13F Filers Exiting IBMK | ||||
| Virginia National Bank | 17,045 | 0 | -17,045 | -100.00% |
| First National Bank of South Miami | 1,585 | 0 | -1,585 | -100.00% |
| Tlwm | 35,758 | 0 | -35,758 | -100.00% |
| Ausdal Financial Partners Inc. | 11,086 | 0 | -11,086 | -100.00% |
| AllSquare Wealth Management LLC | 29,290 | 0 | -29,290 | -100.00% |
| FinTrust Capital Advisors LLC | 10,480 | 0 | -10,480 | -100.00% |
| Flow Traders U.S. LLC | 36,252 | 0 | -36,252 | -100.00% |
| OLD Mission Capital LLC | 14,288 | 0 | -14,288 | -100.00% |
| Benjamin F. Edwards & Company Inc. | 7,194 | 0 | -7,194 | -100.00% |
| Confluence Investment Management LLC | 16,182 | 0 | -16,182 | -100.00% |
| Capital Directions Investment Advisors LLC | 28,098 | 0 | -28,098 | -100.00% |
| Northern Oak Wealth Management Inc. | 935 | 0 | -935 | -100.00% |
| Wilbanks Smith & Thomas Asset Management LLC | 140,722 | 0 | -140,722 | -100.00% |
| Cliftonlarsonallen Wealth Advisors LLC | 160,023 | 0 | -160,023 | -100.00% |
| Gofen & Glossberg LLC IL | 12,125 | 0 | -12,125 | -100.00% |
| BOKF NA | 68,998 | 0 | -68,998 | -100.00% |
See Summary: Institutional Holders of IBMK
See Details: Top 10 Hedge Funds Holding IBMK
