HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBMP Share Count | ||||
| Benjamin F. Edwards & Company Inc. | 6,439 | 34,946 | +28,507 | +442.72% |
| Lincoln National Corp | 10,189 | 43,037 | +32,848 | +322.39% |
| Lbmc Investment Advisors LLC | 38,710 | 157,191 | +118,481 | +306.07% |
| Cyndeo Wealth Partners LLC | 75,550 | 110,952 | +35,402 | +46.86% |
| CENTRAL TRUST Co | 70,203 | 96,698 | +26,495 | +37.74% |
| Commonwealth Equity Services LLC | 42,230 | 54,865 | +12,635 | +29.92% |
| Janney Montgomery Scott LLC | 12,529 | 16,129 | +3,600 | +28.73% |
| Granite Harbor Advisors Inc. | 27,404 | 33,230 | +5,826 | +21.26% |
| Evergreen Private Wealth LLC | 31,248 | 34,939 | +3,691 | +11.81% |
| Leavell Investment Management Inc. | 9,126 | 10,126 | +1,000 | +10.96% |
| Kathmere Capital Management LLC | 615,218 | 668,607 | +53,389 | +8.68% |
| Atwater Malick LLC | 44,126 | 47,844 | +3,718 | +8.43% |
| Archford Capital Strategies LLC | 14,097 | 15,274 | +1,177 | +8.35% |
| Royal Harbor Partners LLC | 33,067 | 35,658 | +2,591 | +7.84% |
| Heartwood Wealth Advisors LLC | 618,412 | 663,399 | +44,987 | +7.27% |
| Praetorian Wealth Management Inc. | 238,716 | 253,991 | +15,275 | +6.40% |
| James Investment Research Inc. | 24,605 | 25,540 | +935 | +3.80% |
| Signature Wealth Management Group | 48,738 | 50,317 | +1,579 | +3.24% |
| Raymond James Financial Services Advisors Inc. | 342,050 | 348,973 | +6,923 | +2.02% |
| Paradigm Strategies in Wealth Management LLC | 10,407 | 10,604 | +197 | +1.89% |
| Capital Investment Advisors LLC | 34,124 | 34,621 | +497 | +1.46% |
| Hengehold Capital Management LLC | 400,709 | 403,583 | +2,874 | +0.72% |
| Woodmont Investment Counsel LLC | 49,500 | 49,784 | +284 | +0.57% |
| Spire Wealth Management | 129,270 | 129,622 | +352 | +0.27% |
| Stratos Wealth Partners LTD. | 24,036 | 24,081 | +45 | +0.19% |
| 13F Filers Reporting New Positions In IBMP | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Valley National Advisers Inc. | 0 | 5,729 | +5,729 | +100% |
| Confluence Investment Management LLC | 0 | 30,934 | +30,934 | +100% |
| Paradiem LLC | 0 | 160,410 | +160,410 | +100% |
| WJ Wealth Management LLC | 0 | 18,900 | +18,900 | +100% |
| Quantum Financial Advisors LLC | 0 | 122,049 | +122,049 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Private Trust Co. NA | 8,240 | 8,240 | UNCH | 0.00% |
| Legacy Private Trust Co. | 22,475 | 22,475 | UNCH | 0.00% |
| Asset Dedication LLC | 2,921 | 2,921 | UNCH | 0.00% |
| Allworth Financial LP | 812 | 812 | UNCH | 0.00% |
| Newman Dignan & Sheerar Inc. | 65,297 | 65,297 | UNCH | 0.00% |
| Personal Resources Investment & Strategic Management Inc. | 44,715 | 44,715 | UNCH | 0.00% |
| MONECO Advisors LLC | 10,943 | 10,943 | UNCH | 0.00% |
| Carr Financial Group Corp | 8,000 | 8,000 | UNCH | 0.00% |
| Stephens Consulting LLC | 314 | 314 | UNCH | 0.00% |
| Cora Capital Advisors LLC | 12,000 | 12,000 | UNCH | 0.00% |
| 13F Filers Decreasing IBMP Share Count | ||||
| CWM LLC | 35,668 | 16,340 | -19,328 | -54.19% |
| Envision Financial Planning LLC | 90,812 | 64,650 | -26,162 | -28.81% |
| Cliftonlarsonallen Wealth Advisors LLC | 75,726 | 55,932 | -19,794 | -26.14% |
| Crumly & Associates Inc. | 307,357 | 240,269 | -67,088 | -21.83% |
| Phillips Financial Management LLC | 49,821 | 44,996 | -4,825 | -9.68% |
| Regions Financial Corp | 41,097 | 38,209 | -2,888 | -7.03% |
| Foundry Financial Group Inc. | 31,318 | 29,633 | -1,685 | -5.38% |
| Klingman & Associates LLC | 61,345 | 58,633 | -2,712 | -4.42% |
| Raymond James & Associates | 66,958 | 65,104 | -1,854 | -2.77% |
| WealthBridge Capital Management LLC | 9,832 | 9,703 | -129 | -1.31% |
| 13F Filers Exiting IBMP | ||||
| Cornell Pochily Investment Advisors Inc. | 18,983 | 0 | -18,983 | -100.00% |
| Stratos Wealth Advisors LLC | 33,547 | 0 | -33,547 | -100.00% |
| Mutual Advisors LLC | 8,134 | 0 | -8,134 | -100.00% |
See Summary: Institutional Holders of IBMP
See Details: Top 10 Hedge Funds Holding IBMP
