HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IBTL Share Count | ||||
| UBS Group AG | 118,008 | 248,178 | +130,170 | +110.31% |
| Probity Advisors Inc. | 43,524 | 85,603 | +42,079 | +96.68% |
| Benjamin Edwards Inc. | 1,266 | 2,185 | +919 | +72.59% |
| Financial Engines Advisors L.L.C. | 10,520 | 16,348 | +5,828 | +55.40% |
| Mendota Financial Group LLC | 12,991 | 20,141 | +7,150 | +55.04% |
| HighTower Advisors LLC | 69,076 | 104,771 | +35,695 | +51.67% |
| Stratos Wealth Partners LTD. | 11,998 | 16,998 | +5,000 | +41.67% |
| FinTrust Capital Advisors LLC | 4,288 | 5,428 | +1,140 | +26.59% |
| Benjamin F. Edwards & Company Inc. | 16,055 | 19,001 | +2,946 | +18.35% |
| Envestnet Asset Management Inc. | 30,568 | 33,431 | +2,863 | +9.37% |
| Accretive Wealth Partners LLC | 106,681 | 114,298 | +7,617 | +7.14% |
| Wells Fargo & Company MN | 1,572,662 | 1,673,490 | +100,828 | +6.41% |
| LPL Financial LLC | 128,720 | 134,524 | +5,804 | +4.51% |
| Krilogy Financial LLC | 516,430 | 533,923 | +17,493 | +3.39% |
| Commonwealth Equity Services LLC | 23,485 | 23,512 | +27 | +0.11% |
| 13F Filers Reporting New Positions In IBTL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Lincoln National Corp | 0 | 24,646 | +24,646 | +100% |
| The PNC Financial Services Group Inc. | 0 | 30 | +30 | +100% |
| WASHINGTON TRUST Co | 0 | 7,500 | +7,500 | +100% |
| Thoroughbred Financial Services LLC | 0 | 12,272 | +12,272 | +100% |
| CWM LLC | 0 | 951 | +951 | +100% |
| Fagan Associates Inc. | 0 | 159,475 | +159,475 | +100% |
| Yoder Wealth Management Inc. | 0 | 59,990 | +59,990 | +100% |
| Cherry Tree Wealth Management LLC | 0 | 852 | +852 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 350 | 350 | UNCH | 0.00% |
| Private Trust Co. NA | 1,280 | 1,280 | UNCH | 0.00% |
| Allworth Financial LP | 1,017 | 1,017 | UNCH | 0.00% |
| Compass Ion Advisors LLC | 26,181 | 26,181 | UNCH | 0.00% |
| Advisor Group Holdings Inc. | 1,791 | 1,791 | UNCH | 0.00% |
| 13F Filers Decreasing IBTL Share Count | ||||
| Country Club Bank GFN | 101,916 | 99,779 | -2,137 | -2.10% |
| Parkside Financial Bank & Trust | 702 | 696 | -6 | -0.85% |
| Atlantic Private Wealth LLC | 43,272 | 42,941 | -331 | -0.76% |
| 13F Filers Exiting IBTL | ||||
| Beacon Harbor Wealth Advisors Inc. | 905,508 | 0 | -905,508 | -100.00% |
| Adirondack Trust Co. | 240 | 0 | -240 | -100.00% |
| Cliftonlarsonallen Wealth Advisors LLC | 10,694 | 0 | -10,694 | -100.00% |
See Summary: Institutional Holders of IBTL
See Details: Top 10 Hedge Funds Holding IBTL
