IBTK Holdings Changes

This page summarizes the IBTK holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether IBTK is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing IBTK Share Count
Stockman Wealth Management Inc.	82,920	109,356	+26,436	+31.88%
Park Avenue Securities LLC	43,795	50,170	+6,375	+14.56%
Atwood & Palmer Inc.	838,325	952,675	+114,350	+13.64%
First PREMIER Bank	600	627	+27	+4.50%
13F Filers Reporting New Positions In IBTK
NBC Securities Inc.	0	39,944	+39,944	+100%
Barrett & Company Inc.	0	400	+400	+100%
Legacy Private Trust Co.	0	253,981	+253,981	+100%
Confluence Investment Management LLC	0	408,958	+408,958	+100%
Stratos Wealth Partners LTD.	0	15,910	+15,910	+100%
13F Filers With Unchanged Share Count
Mechanics Bank Trust Department	29,000	29,000	UNCH	0.00%
BCS Wealth Management	11,167	11,167	UNCH	0.00%
13F Filers Exiting IBTK
CWM LLC	2,510	0	-2,510	-100.00%

See Summary: Institutional Holders of IBTK
See Details: Top 10 Hedge Funds Holding IBTK

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