HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBMM Share Count | ||||
| Cambridge Investment Research Advisors Inc. | 32,253 | 105,995 | +73,742 | +228.64% |
| CENTRAL TRUST Co | 90,579 | 113,161 | +22,582 | +24.93% |
| RVW Wealth LLC | 11,636 | 13,947 | +2,311 | +19.86% |
| Lantz Financial LLC | 18,358 | 21,447 | +3,089 | +16.83% |
| CWM LLC | 22,517 | 26,198 | +3,681 | +16.35% |
| Lbmc Investment Advisors LLC | 84,084 | 97,824 | +13,740 | +16.34% |
| Stratos Wealth Partners LTD. | 105,703 | 118,924 | +13,221 | +12.51% |
| Kathmere Capital Management LLC | 592,729 | 648,681 | +55,952 | +9.44% |
| Atwater Malick LLC | 60,490 | 64,418 | +3,928 | +6.49% |
| Archford Capital Strategies LLC | 17,599 | 18,375 | +776 | +4.41% |
| Capital Investment Advisors LLC | 42,297 | 43,446 | +1,149 | +2.72% |
| Signature Wealth Management Group | 50,789 | 52,055 | +1,266 | +2.49% |
| Regions Financial Corp | 240,833 | 244,384 | +3,551 | +1.47% |
| Cyndeo Wealth Partners LLC | 150,074 | 150,220 | +146 | +0.10% |
| 13F Filers Reporting New Positions In IBMM | ||||
| Raymond James Trust N.A. | 0 | 10,900 | +10,900 | +100% |
| Confluence Investment Management LLC | 0 | 35,005 | +35,005 | +100% |
| Quantum Financial Advisors LLC | 0 | 129,155 | +129,155 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbor Investment Advisory LLC | 6,501 | 6,501 | UNCH | 0.00% |
| Asset Dedication LLC | 14,360 | 14,360 | UNCH | 0.00% |
| Allworth Financial LP | 16,628 | 16,628 | UNCH | 0.00% |
| Segment Wealth Management LLC | 27,550 | 27,550 | UNCH | 0.00% |
| Wealthstar Advisors LLC | 15,728 | 15,728 | UNCH | 0.00% |
| Curbstone Financial Management Corp | 18,600 | 18,600 | UNCH | 0.00% |
| Bogart Wealth LLC | 565 | 565 | UNCH | 0.00% |
| Paradiem LLC | 125,678 | 125,678 | UNCH | 0.00% |
| MONECO Advisors LLC | 10,727 | 10,727 | UNCH | 0.00% |
| NovaPoint Capital LLC | 10,136 | 10,136 | UNCH | 0.00% |
| Bank of New Hampshire | 7,805 | 7,805 | UNCH | 0.00% |
| Coston McIsaac & Partners | 1,330 | 1,330 | UNCH | 0.00% |
| Stephens Consulting LLC | 697 | 697 | UNCH | 0.00% |
| Cora Capital Advisors LLC | 12,270 | 12,270 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 1,715 | 1,715 | UNCH | 0.00% |
| Ashton Thomas Private Wealth LLC | 7,785 | 7,785 | UNCH | 0.00% |
| 13F Filers Decreasing IBMM Share Count | ||||
| Evergreen Private Wealth LLC | 31,177 | 5,455 | -25,722 | -82.50% |
| Colton Groome Financial Advisors LLC | 11,665 | 8,420 | -3,245 | -27.82% |
| PFG Private Wealth Management LLC | 25,447 | 19,037 | -6,410 | -25.19% |
| 4J Wealth Management LLC | 35,969 | 27,794 | -8,175 | -22.73% |
| Raymond James & Associates | 188,113 | 161,644 | -26,469 | -14.07% |
| Phillips Financial Management LLC | 71,377 | 64,008 | -7,369 | -10.32% |
| Stockman Wealth Management Inc. | 10,329 | 9,266 | -1,063 | -10.29% |
| Praetorian Wealth Management Inc. | 206,270 | 185,101 | -21,169 | -10.26% |
| Sigma Investment Counselors Inc. | 27,155 | 24,805 | -2,350 | -8.65% |
| Leavell Investment Management Inc. | 256,413 | 243,913 | -12,500 | -4.87% |
| Raymond James Financial Services Advisors Inc. | 174,695 | 167,843 | -6,852 | -3.92% |
| Private Trust Co. NA | 8,708 | 8,375 | -333 | -3.82% |
| Woodmont Investment Counsel LLC | 46,400 | 45,350 | -1,050 | -2.26% |
| First Affirmative Financial Network | 17,278 | 16,990 | -288 | -1.67% |
| 13F Filers Exiting IBMM | ||||
| Stablepoint Partners LLC | 7,963 | 0 | -7,963 | -100.00% |
| Cornell Pochily Investment Advisors Inc. | 18,722 | 0 | -18,722 | -100.00% |
| Stratos Wealth Advisors LLC | 11,102 | 0 | -11,102 | -100.00% |
| Legacy Private Trust Co. | 14,710 | 0 | -14,710 | -100.00% |
See Summary: Institutional Holders of IBMM
See Details: Top 10 Hedge Funds Holding IBMM
