HoldingsChannel.com
| Filer | 3/31/2023 Share Count | 6/30/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IDME Share Count | ||||
| MBE Wealth Management LLC | 25,215 | 26,376 | +1,161 | +4.60% |
| 13F Filers Reporting New Positions In IDME | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Citadel Advisors LLC | 0 | 34,021 | +34,021 | +100% |
| Golden State Equity Partners | 0 | 11,334 | +11,334 | +100% |
| 13F Filers Decreasing IDME Share Count | ||||
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,825 | 329 | -3,496 | -91.40% |
| Aptus Capital Advisors LLC | 2,067,706 | 1,306,651 | -761,055 | -36.81% |
| Fiduciary Planning LLC | 662,905 | 469,034 | -193,871 | -29.25% |
| Sugarloaf Wealth Management LLC | 791,805 | 630,239 | -161,566 | -20.40% |
| One One Wealth Management LLC | 61,283 | 55,003 | -6,280 | -10.25% |
| Guardian Wealth Advisors LLC NC | 17,243 | 15,514 | -1,729 | -10.03% |
| Virtue Capital Management LLC | 14,201 | 13,411 | -790 | -5.56% |
| Waterloo Capital L.P. | 255,699 | 249,847 | -5,852 | -2.29% |
| First Heartland Consultants Inc. | 364,206 | 360,197 | -4,009 | -1.10% |
| Atomi Financial Group Inc. | 19,875 | 19,677 | -198 | -1.00% |
| SILVER OAK SECURITIES Inc | 146,644 | 145,873 | -771 | -0.53% |
| 13F Filers Exiting IDME | ||||
| Derbend Asset Management | 191,914 | 0 | -191,914 | -100.00% |
| Precision Wealth Strategies LLC | 10,599 | 0 | -10,599 | -100.00% |
| Advisor Resource Council | 24,621 | 0 | -24,621 | -100.00% |
| Advisor Group Holdings Inc. | 4,145 | 0 | -4,145 | -100.00% |
| UBS Group AG | 745 | 0 | -745 | -100.00% |
| Advisory Services Network LLC | 33,423 | 0 | -33,423 | -100.00% |
| OLD Mission Capital LLC | 28,641 | 0 | -28,641 | -100.00% |
| Wells Fargo & Company MN | 647 | 0 | -647 | -100.00% |
See Summary: Institutional Holders of IDME
See Details: Top 10 Hedge Funds Holding IDME
