HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBMQ Share Count | ||||
| FF Advisors LLC | 10,984 | 21,605 | +10,621 | +96.70% |
| Janney Montgomery Scott LLC | 9,592 | 14,736 | +5,144 | +53.63% |
| CENTRAL TRUST Co | 67,771 | 95,385 | +27,614 | +40.75% |
| Signature Wealth Management Group | 37,714 | 46,649 | +8,935 | +23.69% |
| Evergreen Private Wealth LLC | 29,802 | 36,471 | +6,669 | +22.38% |
| Woodmont Investment Counsel LLC | 35,250 | 42,529 | +7,279 | +20.65% |
| Archford Capital Strategies LLC | 14,198 | 15,728 | +1,530 | +10.78% |
| Envision Financial Planning LLC | 114,560 | 126,280 | +11,720 | +10.23% |
| James Investment Research Inc. | 10,000 | 11,000 | +1,000 | +10.00% |
| Kathmere Capital Management LLC | 612,862 | 664,782 | +51,920 | +8.47% |
| Heartwood Wealth Advisors LLC | 204,780 | 220,216 | +15,436 | +7.54% |
| Praetorian Wealth Management Inc. | 220,849 | 235,656 | +14,807 | +6.70% |
| Commonwealth Equity Services LLC | 38,575 | 40,318 | +1,743 | +4.52% |
| Capital Investment Advisors LLC | 29,464 | 30,757 | +1,293 | +4.39% |
| Hengehold Capital Management LLC | 366,598 | 379,157 | +12,559 | +3.43% |
| Stratos Wealth Partners LTD. | 16,142 | 16,157 | +15 | +0.09% |
| 13F Filers Reporting New Positions In IBMQ | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Valley National Advisers Inc. | 0 | 5,689 | +5,689 | +100% |
| Private Trust Co. NA | 0 | 337 | +337 | +100% |
| Regions Financial Corp | 0 | 8,661 | +8,661 | +100% |
| Confluence Investment Management LLC | 0 | 12,189 | +12,189 | +100% |
| Lbmc Investment Advisors LLC | 0 | 99,107 | +99,107 | +100% |
| Quantum Financial Advisors LLC | 0 | 68,893 | +68,893 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Massmutual Trust Co. FSB ADV | 135 | 135 | UNCH | 0.00% |
| Legacy Private Trust Co. | 48,663 | 48,663 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 6,443 | 6,443 | UNCH | 0.00% |
| Asset Dedication LLC | 2,004 | 2,004 | UNCH | 0.00% |
| Allworth Financial LP | 813 | 813 | UNCH | 0.00% |
| Newman Dignan & Sheerar Inc. | 36,676 | 36,676 | UNCH | 0.00% |
| MONECO Advisors LLC | 10,933 | 10,933 | UNCH | 0.00% |
| Stephens Consulting LLC | 313 | 313 | UNCH | 0.00% |
| 13F Filers Decreasing IBMQ Share Count | ||||
| CWM LLC | 34,211 | 16,082 | -18,129 | -52.99% |
| Bank of New Hampshire | 6,620 | 4,770 | -1,850 | -27.95% |
| Phillips Financial Management LLC | 23,977 | 17,309 | -6,668 | -27.81% |
| Crumly & Associates Inc. | 307,140 | 240,191 | -66,949 | -21.80% |
| Klingman & Associates LLC | 65,566 | 59,671 | -5,895 | -8.99% |
| Raymond James & Associates | 54,067 | 49,442 | -4,625 | -8.55% |
| Royal Harbor Partners LLC | 32,507 | 31,188 | -1,319 | -4.06% |
| Raymond James Financial Services Advisors Inc. | 316,696 | 309,259 | -7,437 | -2.35% |
| WealthBridge Capital Management LLC | 9,599 | 9,501 | -98 | -1.02% |
| 13F Filers Exiting IBMQ | ||||
| Cornell Pochily Investment Advisors Inc. | 18,867 | 0 | -18,867 | -100.00% |
| Stratos Wealth Advisors LLC | 47,333 | 0 | -47,333 | -100.00% |
See Summary: Institutional Holders of IBMQ
See Details: Top 10 Hedge Funds Holding IBMQ
