HoldingsChannel.com
| Filer | 6/30/2022 Share Count | 9/30/2022 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBTB Share Count | ||||
| Citadel Advisors LLC | 17,719 | 250,000 | +232,281 | +1310.91% |
| Wells Fargo & Company MN | 22,271 | 185,899 | +163,628 | +734.71% |
| InterOcean Capital Group LLC | 17,620 | 58,885 | +41,265 | +234.19% |
| Cliftonlarsonallen Wealth Advisors LLC | 94,735 | 279,483 | +184,748 | +195.02% |
| Jane Street Group LLC | 44,551 | 118,634 | +74,083 | +166.29% |
| Raymond James & Associates | 151,529 | 386,551 | +235,022 | +155.10% |
| LPL Financial LLC | 60,157 | 129,575 | +69,418 | +115.39% |
| Creative Planning | 22,534 | 39,179 | +16,645 | +73.87% |
| Advisor Group Holdings Inc. | 7,910 | 12,145 | +4,235 | +53.54% |
| Change Path LLC | 13,840 | 19,095 | +5,255 | +37.97% |
| Sigma Planning Corp | 18,804 | 25,281 | +6,477 | +34.44% |
| GWM Advisors LLC | 642,920 | 810,578 | +167,658 | +26.08% |
| Royal Bank of Canada | 256,223 | 285,410 | +29,187 | +11.39% |
| Beacon Pointe Advisors LLC | 24,183 | 26,453 | +2,270 | +9.39% |
| Rockefeller Capital Management L.P. | 303,291 | 327,052 | +23,761 | +7.83% |
| Strategic Blueprint LLC | 241,454 | 257,674 | +16,220 | +6.72% |
| Tillar Wenstrup Advisors LLC | 39,000 | 41,000 | +2,000 | +5.13% |
| Mariner LLC | 15,919 | 16,309 | +390 | +2.45% |
| 13F Filers Reporting New Positions In IBTB | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Commonwealth Equity Services LLC | 0 | 21,860 | +21,860 | +100% |
| Thrivent Financial for Lutherans | 0 | 10,473 | +10,473 | +100% |
| Howe & Rusling Inc. | 0 | 4,801 | +4,801 | +100% |
| Morgan Stanley | 0 | 55,496 | +55,496 | +100% |
| Boston Family Office LLC | 0 | 50,116 | +50,116 | +100% |
| Evermay Wealth Management LLC | 0 | 3,400 | +3,400 | +100% |
| Eaton Vance Management | 0 | 71,377 | +71,377 | +100% |
| Private Trust Co. NA | 0 | 3,964 | +3,964 | +100% |
| American Investment Services Inc. | 0 | 9,366 | +9,366 | +100% |
| Envestnet Asset Management Inc. | 0 | 50,033 | +50,033 | +100% |
| Cambridge Investment Research Advisors Inc. | 0 | 12,115 | +12,115 | +100% |
| Susquehanna International Group LLP | 0 | 14,013 | +14,013 | +100% |
| HighTower Advisors LLC | 0 | 81,941 | +81,941 | +100% |
| Flow Traders U.S. LLC | 0 | 39,425 | +39,425 | +100% |
| Captrust Financial Advisors | 0 | 72,501 | +72,501 | +100% |
| ARGI Investment Services LLC | 0 | 300,613 | +300,613 | +100% |
| Cerity Partners LLC | 0 | 9,066 | +9,066 | +100% |
| IFP Advisors Inc | 0 | 2,881 | +2,881 | +100% |
| Horan Securities Inc. | 0 | 192 | +192 | +100% |
| Belpointe Asset Management LLC | 0 | 8,642 | +8,642 | +100% |
| Trilogy Capital Inc. | 0 | 263,179 | +263,179 | +100% |
| Kestra Advisory Services LLC | 0 | 9,331 | +9,331 | +100% |
| Ameritas Advisory Services LLC | 0 | 7,925 | +7,925 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 4,846 | 4,846 | UNCH | 0.00% |
| Northwestern Mutual Wealth Management Co. | 70 | 70 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 20 | 20 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 3,000 | 3,000 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 3,945 | 3,945 | UNCH | 0.00% |
| Klaas Financial Asset Advisors LLC | 24,656 | 24,656 | UNCH | 0.00% |
| 13F Filers Decreasing IBTB Share Count | ||||
| Bank of America Corp DE | 367,946 | 314,966 | -52,980 | -14.40% |
| 13F Filers Exiting IBTB | ||||
| Greenspring Advisors LLC | 19,932 | 0 | -19,932 | -100.00% |
| Synergy Financial Management LLC | 24,638 | 0 | -24,638 | -100.00% |
| Spectrum Asset Management Inc. NB CA | 8,263 | 0 | -8,263 | -100.00% |
| UBS Group AG | 475 | 0 | -475 | -100.00% |
See Summary: Institutional Holders of IBTB
See Details: Top 10 Hedge Funds Holding IBTB
