Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing IBTH Share Count | ||||
Krilogy Financial LLC | 39,315 | 232,108 | +192,793 | +490.38% |
Sigma Planning Corp | 19,235 | 82,879 | +63,644 | +330.88% |
MKT Advisors LLC | 93,890 | 261,934 | +168,044 | +178.98% |
Barrett & Company Inc. | 4,200 | 10,600 | +6,400 | +152.38% |
CENTRAL TRUST Co | 58,148 | 123,654 | +65,506 | +112.65% |
Probity Advisors Inc. | 94,338 | 177,233 | +82,895 | +87.87% |
Austin Private Wealth LLC | 14,240 | 26,087 | +11,847 | +83.20% |
Benjamin Edwards Inc. | 1,117 | 1,982 | +865 | +77.44% |
Granite Harbor Advisors Inc. | 13,970 | 24,088 | +10,118 | +72.43% |
Strategic Blueprint LLC | 14,053 | 24,184 | +10,131 | +72.09% |
Park Avenue Securities LLC | 86,475 | 137,176 | +50,701 | +58.63% |
Capital Investment Advisors LLC | 308,216 | 485,760 | +177,544 | +57.60% |
Mendota Financial Group LLC | 11,677 | 18,192 | +6,515 | +55.79% |
Foundry Financial Group Inc. | 30,082 | 46,280 | +16,198 | +53.85% |
Cliftonlarsonallen Wealth Advisors LLC | 49,217 | 67,283 | +18,066 | +36.71% |
Compass Ion Advisors LLC | 23,089 | 30,699 | +7,610 | +32.96% |
Gradient Investments LLC | 4,382 | 5,732 | +1,350 | +30.81% |
Leavell Investment Management Inc. | 23,932 | 29,830 | +5,898 | +24.64% |
Raymond James & Associates | 19,399 | 23,153 | +3,754 | +19.35% |
Benjamin F. Edwards & Company Inc. | 14,662 | 17,275 | +2,613 | +17.82% |
First PREMIER Bank | 600 | 697 | +97 | +16.17% |
Stockman Wealth Management Inc. | 108,268 | 124,744 | +16,476 | +15.22% |
Raymond James Financial Services Advisors Inc. | 620,709 | 708,544 | +87,835 | +14.15% |
Janney Montgomery Scott LLC | 134,111 | 152,584 | +18,473 | +13.77% |
MV Capital Management Inc. | 431,731 | 488,238 | +56,507 | +13.09% |
Simplicity Wealth LLC | 23,261 | 25,414 | +2,153 | +9.26% |
Global Retirement Partners LLC | 11,813 | 12,598 | +785 | +6.65% |
Stratos Wealth Partners LTD. | 679,836 | 724,068 | +44,232 | +6.51% |
Cambridge Investment Research Advisors Inc. | 65,573 | 69,795 | +4,222 | +6.44% |
Straight Path Wealth Management | 19,678 | 20,629 | +951 | +4.83% |
Apollon Wealth Management LLC | 41,501 | 41,763 | +262 | +0.63% |
13F Filers Reporting New Positions In IBTH | ||||
Proequities Inc. | 0 | 0 | UNCH | 100% |
Lincoln National Corp | 0 | 29,899 | +29,899 | +100% |
Honkamp Krueger Financial Services Inc. | 0 | 9,733 | +9,733 | +100% |
WASHINGTON TRUST Co | 0 | 17,980 | +17,980 | +100% |
Chatham Capital Group Inc. | 0 | 174,040 | +174,040 | +100% |
Legacy Private Trust Co. | 0 | 311,281 | +311,281 | +100% |
Confluence Investment Management LLC | 0 | 1,386,858 | +1,386,858 | +100% |
Mesirow Financial Investment Management Inc. | 0 | 39,583 | +39,583 | +100% |
Trust Co | 0 | 226 | +226 | +100% |
Kestra Private Wealth Services LLC | 0 | 15,144 | +15,144 | +100% |
Trinity Wealth Management LLC | 0 | 10,803 | +10,803 | +100% |
Mascoma Wealth Management LLC | 0 | 11,028 | +11,028 | +100% |
Pinnacle Bank | 0 | 9,946 | +9,946 | +100% |
Cary Street Partners Investment Advisory LLC | 0 | 12,702 | +12,702 | +100% |
Consolidated Portfolio Review Corp | 0 | 23,109 | +23,109 | +100% |
PFG Investments LLC | 0 | 23,109 | +23,109 | +100% |
Yoder Wealth Management Inc. | 0 | 17,700 | +17,700 | +100% |
13F Filers With Unchanged Share Count | ||||
Duncker Streett & Co. Inc. | 16,217 | 16,217 | UNCH | 0.00% |
Private Trust Co. NA | 3,366 | 3,366 | UNCH | 0.00% |
Montecito Bank & Trust | 50,514 | 50,514 | UNCH | 0.00% |
Mechanics Bank Trust Department | 16,000 | 16,000 | UNCH | 0.00% |
Signaturefd LLC | 1,489 | 1,489 | UNCH | 0.00% |
Private Advisor Group LLC | 12,674 | 12,674 | UNCH | 0.00% |
Oakworth Capital Inc. | 699 | 699 | UNCH | 0.00% |
Grove Bank & Trust | 1,300 | 1,300 | UNCH | 0.00% |
Signature Wealth Management Group | 16,235 | 16,235 | UNCH | 0.00% |
BCS Wealth Management | 10,062 | 10,062 | UNCH | 0.00% |
Robbins Farley LLC | 1,444 | 1,444 | UNCH | 0.00% |
Autumn Glory Partners LLC | 12,827 | 12,827 | UNCH | 0.00% |
Horizons Wealth Management | 2,558 | 2,558 | UNCH | 0.00% |
Stephens Consulting LLC | 334 | 334 | UNCH | 0.00% |
Cherry Tree Wealth Management LLC | 2,275 | 2,275 | UNCH | 0.00% |
1858 Wealth Management LLC | 125,453 | 125,453 | UNCH | 0.00% |
13F Filers Decreasing IBTH Share Count | ||||
Country Club Bank GFN | 83,929 | 22,018 | -61,911 | -73.77% |
4J Wealth Management LLC | 112,404 | 41,798 | -70,606 | -62.81% |
Spectrum Asset Management Inc. NB CA | 36,316 | 20,729 | -15,587 | -42.92% |
CWM LLC | 59,563 | 37,618 | -21,945 | -36.84% |
Allworth Financial LP | 162,657 | 114,949 | -47,708 | -29.33% |
Hara Capital LLC | 35,453 | 28,553 | -6,900 | -19.46% |
Howland Capital Management LLC | 15,730 | 14,580 | -1,150 | -7.31% |
Altus Wealth Group LLC | 64,414 | 60,927 | -3,487 | -5.41% |
Bogart Wealth LLC | 3,370 | 3,296 | -74 | -2.20% |
FinTrust Capital Advisors LLC | 563,688 | 552,626 | -11,062 | -1.96% |
GLOBALT Investments LLC GA | 3,291,583 | 3,230,771 | -60,812 | -1.85% |
Commonwealth Equity Services LLC | 578,694 | 576,453 | -2,241 | -0.39% |
Resonant Capital Advisors LLC | 15,573 | 15,567 | -6 | -0.04% |
13F Filers Exiting IBTH | ||||
Granite Bay Wealth Management LLC | 148,000 | 0 | -148,000 | -100.00% |
International Assets Investment Management LLC | 111,389 | 0 | -111,389 | -100.00% |
Wealth Enhancement Advisory Services LLC | 14,574 | 0 | -14,574 | -100.00% |
Fifth Third Bancorp | 461 | 0 | -461 | -100.00% |
See Summary: Institutional Holders of IBTH
See Details: Top 10 Hedge Funds Holding IBTH