HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBTE Share Count | ||||
| Spire Wealth Management | 1,400 | 4,538 | +3,138 | +224.14% |
| MKT Advisors LLC | 90,428 | 266,978 | +176,550 | +195.24% |
| Conrad Siegel Investment Advisors Inc. | 10,089 | 28,852 | +18,763 | +185.97% |
| BCS Wealth Management | 12,787 | 25,634 | +12,847 | +100.47% |
| Pacific Sage Partners LLC | 102,347 | 196,440 | +94,093 | +91.94% |
| Brookstone Capital Management | 240,350 | 436,238 | +195,888 | +81.50% |
| Crew Capital Management Ltd. | 35,417 | 60,358 | +24,941 | +70.42% |
| Trinity Wealth Management LLC | 229,885 | 389,818 | +159,933 | +69.57% |
| PSI Advisors LLC | 98,373 | 165,546 | +67,173 | +68.28% |
| Princeton Global Asset Management LLC | 3,982 | 6,354 | +2,372 | +59.57% |
| Park Avenue Securities LLC | 91,357 | 136,080 | +44,723 | +48.95% |
| Austin Private Wealth LLC | 29,559 | 40,491 | +10,932 | +36.98% |
| ERTS Wealth Advisors LLC | 18,444 | 24,520 | +6,076 | +32.94% |
| Beacon Financial Planning Inc. | 21,197 | 27,391 | +6,194 | +29.22% |
| CWM LLC | 108,156 | 139,568 | +31,412 | +29.04% |
| Atlantic Union Bankshares Corp | 275,655 | 340,929 | +65,274 | +23.68% |
| Safeguard Financial LLC | 72,588 | 89,770 | +17,182 | +23.67% |
| Signature Wealth Management Group | 15,256 | 18,669 | +3,413 | +22.37% |
| CENTRAL TRUST Co | 414,288 | 503,370 | +89,082 | +21.50% |
| Strategic Blueprint LLC | 242,965 | 292,286 | +49,321 | +20.30% |
| Greenfield Savings Bank | 12,099 | 14,519 | +2,420 | +20.00% |
| Compass Ion Advisors LLC | 23,503 | 28,098 | +4,595 | +19.55% |
| Stockman Wealth Management Inc. | 73,037 | 83,176 | +10,139 | +13.88% |
| Cambridge Investment Research Advisors Inc. | 695,267 | 787,455 | +92,188 | +13.26% |
| First PREMIER Bank | 600 | 666 | +66 | +11.00% |
| Lantz Financial LLC | 84,772 | 93,859 | +9,087 | +10.72% |
| Krilogy Financial LLC | 419,779 | 454,867 | +35,088 | +8.36% |
| Raymond James Financial Services Advisors Inc. | 680,505 | 718,919 | +38,414 | +5.64% |
| Capital Investment Advisors LLC | 1,181,799 | 1,243,958 | +62,159 | +5.26% |
| True Link Financial Advisors LLC | 86,713 | 91,193 | +4,480 | +5.17% |
| Lunt Capital Management Inc. | 214,580 | 225,066 | +10,486 | +4.89% |
| Strategic Financial Concepts LLC | 10,689 | 11,064 | +375 | +3.51% |
| Phillips Financial Management LLC | 96,383 | 99,288 | +2,905 | +3.01% |
| Financial Strategies Group Inc. | 898,093 | 915,760 | +17,667 | +1.97% |
| Stratos Wealth Partners LTD. | 99,849 | 101,735 | +1,886 | +1.89% |
| Leavell Investment Management Inc. | 193,569 | 195,081 | +1,512 | +0.78% |
| Ashton Thomas Private Wealth LLC | 10,871 | 10,952 | +81 | +0.75% |
| Cedar Brook Financial Partners LLC | 12,020 | 12,109 | +89 | +0.74% |
| Strid Group LLC | 18,531 | 18,667 | +136 | +0.73% |
| G&S Capital LLC | 8,692 | 8,755 | +63 | +0.72% |
| AdvisorNet Financial Inc | 585 | 589 | +4 | +0.68% |
| First Horizon Advisors Inc. | 3,783 | 3,795 | +12 | +0.32% |
| Barrett & Company Inc. | 21,822 | 21,861 | +39 | +0.18% |
| 13F Filers Reporting New Positions In IBTE | ||||
| American National Bank & Trust Co. VA | 0 | 11,270 | +11,270 | +100% |
| WASHINGTON TRUST Co | 0 | 3,000 | +3,000 | +100% |
| Woodmont Investment Counsel LLC | 0 | 2,500 | +2,500 | +100% |
| Mesirow Financial Investment Management Inc. | 0 | 627,362 | +627,362 | +100% |
| Horizon Advisory Services Inc. | 0 | 685,789 | +685,789 | +100% |
| Wealth Advisory Solutions LLC | 0 | 33,746 | +33,746 | +100% |
| Crestmont Private Wealth LLC | 0 | 37,690 | +37,690 | +100% |
| Simplicity Wealth LLC | 0 | 51,344 | +51,344 | +100% |
| Global Assets Advisory LLC | 0 | 187,726 | +187,726 | +100% |
| Cyndeo Wealth Partners LLC | 0 | 12,647 | +12,647 | +100% |
| PFG Investments LLC | 0 | 27,115 | +27,115 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Arcadia Investment Management Corp MI | 6,500 | 6,500 | UNCH | 0.00% |
| Adirondack Trust Co. | 718 | 718 | UNCH | 0.00% |
| Raymond James Trust N.A. | 29,941 | 29,941 | UNCH | 0.00% |
| Private Trust Co. NA | 19,582 | 19,582 | UNCH | 0.00% |
| GHP Investment Advisors Inc. | 3,176 | 3,176 | UNCH | 0.00% |
| Montecito Bank & Trust | 46,189 | 46,189 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 2,500 | 2,500 | UNCH | 0.00% |
| WESPAC Advisors LLC | 19,900 | 19,900 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 194 | 194 | UNCH | 0.00% |
| Pinnacle Bank | 3,978 | 3,978 | UNCH | 0.00% |
| West Branch Capital LLC | 1,500 | 1,500 | UNCH | 0.00% |
| CVA Family Office LLC | 2,940 | 2,940 | UNCH | 0.00% |
| Prosperity Planning Inc. | 8,584 | 8,584 | UNCH | 0.00% |
| Robbins Farley LLC | 1,335 | 1,335 | UNCH | 0.00% |
| Horizons Wealth Management | 38,210 | 38,210 | UNCH | 0.00% |
| Arlington Trust Co LLC | 18,915 | 18,915 | UNCH | 0.00% |
| 13F Filers Decreasing IBTE Share Count | ||||
| Evergreen Private Wealth LLC | 115,153 | 288 | -114,865 | -99.75% |
| Stratos Wealth Advisors LLC | 234,174 | 8,406 | -225,768 | -96.41% |
| Benjamin Edwards Inc. | 67,259 | 9,143 | -58,116 | -86.41% |
| Benjamin F. Edwards & Company Inc. | 365,982 | 80,455 | -285,527 | -78.02% |
| Chatham Capital Group Inc. | 284,755 | 76,750 | -208,005 | -73.05% |
| OneAscent Financial Services LLC | 376,709 | 213,850 | -162,859 | -43.23% |
| Richard P Slaughter Associates Inc | 36,894 | 21,864 | -15,030 | -40.74% |
| Chesley Taft & Associates LLC | 23,300 | 16,300 | -7,000 | -30.04% |
| Country Club Bank GFN | 175,395 | 123,401 | -51,994 | -29.64% |
| 4J Wealth Management LLC | 217,361 | 159,788 | -57,573 | -26.49% |
| Cooper Financial Group | 103,289 | 76,151 | -27,138 | -26.27% |
| Raymond James & Associates | 603,766 | 506,676 | -97,090 | -16.08% |
| Wealth Enhancement Advisory Services LLC | 17,259 | 14,651 | -2,608 | -15.11% |
| Steele Capital Management Inc. | 16,862 | 14,399 | -2,463 | -14.61% |
| International Assets Investment Management LLC | 20,075 | 17,875 | -2,200 | -10.96% |
| Commonwealth Equity Services LLC | 569,106 | 532,300 | -36,806 | -6.47% |
| Schmidt P J Investment Management Inc. | 60,318 | 56,811 | -3,507 | -5.81% |
| Klaas Financial Asset Advisors LLC | 53,042 | 50,338 | -2,704 | -5.10% |
| Baker Ellis Asset Management LLC | 424,218 | 408,803 | -15,415 | -3.63% |
| Global Retirement Partners LLC | 25,774 | 24,892 | -882 | -3.42% |
| Gradient Investments LLC | 261,132 | 252,943 | -8,189 | -3.14% |
| Bogart Wealth LLC | 2,874 | 2,805 | -69 | -2.40% |
| Allworth Financial LP | 116,820 | 114,155 | -2,665 | -2.28% |
| Stephens Consulting LLC | 362,889 | 355,377 | -7,512 | -2.07% |
| MV Capital Management Inc. | 883,641 | 868,720 | -14,921 | -1.69% |
| Claro Advisors LLC | 11,858 | 11,690 | -168 | -1.42% |
| Atwater Malick LLC | 23,888 | 23,573 | -315 | -1.32% |
| Advance Capital Management Inc. | 52,299 | 52,026 | -273 | -0.52% |
| 13F Filers Exiting IBTE | ||||
| McGlone Suttner Wealth Management Inc. | 3,502 | 0 | -3,502 | -100.00% |
| Carmel Capital Partners LLC | 197,888 | 0 | -197,888 | -100.00% |
| Koss Olinger Consulting LLC | 20,525 | 0 | -20,525 | -100.00% |
| Fundamentun LLC | 13,190 | 0 | -13,190 | -100.00% |
| Perigon Wealth Management LLC | 19,989 | 0 | -19,989 | -100.00% |
| Arlington Partners LLC | 18,915 | 0 | -18,915 | -100.00% |
| Fifth Third Bancorp | 187 | 0 | -187 | -100.00% |
See Summary: Institutional Holders of IBTE
See Details: Top 10 Hedge Funds Holding IBTE
