HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IDV Share Count | ||||
| Fifth Third Wealth Advisors LLC | 9,943 | 21,762 | +11,819 | +118.87% |
| Panoramic Investment Advisors LLC | 15,396 | 18,695 | +3,299 | +21.43% |
| Fragasso Group Inc. | 30,863 | 36,208 | +5,345 | +17.32% |
| AdvisorNet Financial Inc | 142,209 | 164,170 | +21,961 | +15.44% |
| International Assets Investment Management LLC | 9,081 | 10,083 | +1,002 | +11.03% |
| Johnson & White Wealth Management LLC | 162,822 | 180,778 | +17,956 | +11.03% |
| Oxinas Partners Wealth Management LLC | 31,513 | 34,794 | +3,281 | +10.41% |
| CWM LLC | 162,748 | 179,368 | +16,620 | +10.21% |
| Park Avenue Securities LLC | 90,909 | 97,389 | +6,480 | +7.13% |
| Murphy Middleton Hinkle & Parker Inc. | 114,911 | 121,468 | +6,557 | +5.71% |
| Vicus Capital | 24,128 | 25,314 | +1,186 | +4.92% |
| Unique Wealth LLC | 23,210 | 24,164 | +954 | +4.11% |
| Stolper Co | 35,431 | 36,352 | +921 | +2.60% |
| Wealth Enhancement Advisory Services LLC | 115,132 | 117,889 | +2,757 | +2.39% |
| CVA Family Office LLC | 394 | 398 | +4 | +1.02% |
| SOA Wealth Advisors LLC. | 920 | 928 | +8 | +0.87% |
| Sound Income Strategies LLC | 1,406 | 1,418 | +12 | +0.85% |
| Hubbell Strickland Wealth Management LLC | 23,460 | 23,597 | +137 | +0.58% |
| 180 Wealth Advisors LLC | 66,888 | 67,019 | +131 | +0.20% |
| Capital Advisors Ltd. LLC | 10,193 | 10,197 | +4 | +0.04% |
| 13F Filers Reporting New Positions In IDV | ||||
| Atwood & Palmer Inc. | 0 | 275 | +275 | +100% |
| Stratos Wealth Advisors LLC | 0 | 7,188 | +7,188 | +100% |
| Lockerman Financial Group Inc. | 0 | 7,848 | +7,848 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| MJP Associates Inc. ADV | 9,602 | 9,602 | UNCH | 0.00% |
| NBC Securities Inc. | 190 | 190 | UNCH | 0.00% |
| Webster Bank N. A. | 11,530 | 11,530 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 1,262 | 1,262 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 2,410 | 2,410 | UNCH | 0.00% |
| Curbstone Financial Management Corp | 21,910 | 21,910 | UNCH | 0.00% |
| Pinnacle Bank | 550 | 550 | UNCH | 0.00% |
| APCM Wealth Management for Individuals | 6,390 | 6,390 | UNCH | 0.00% |
| Versant Capital Management Inc | 1,489 | 1,489 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 15 | 15 | UNCH | 0.00% |
| Collective Family Office LLC | 29,109 | 29,109 | UNCH | 0.00% |
| Saxon Interests Inc. | 12,289 | 12,289 | UNCH | 0.00% |
| Fortitude Family Office LLC | 19,250 | 19,250 | UNCH | 0.00% |
| Noble Family Wealth LLC | 14,248 | 14,248 | UNCH | 0.00% |
| Arlington Trust Co LLC | 1 | 1 | UNCH | 0.00% |
| 13F Filers Decreasing IDV Share Count | ||||
| ST Germain D J Co. Inc. | 820 | 20 | -800 | -97.56% |
| Tsfg LLC | 398 | 163 | -235 | -59.05% |
| Hennion & Walsh Asset Management Inc. | 121,215 | 53,157 | -68,058 | -56.15% |
| Morris Financial Concepts Inc. | 4,187 | 1,866 | -2,321 | -55.43% |
| Wolff Wiese Magana LLC | 200 | 100 | -100 | -50.00% |
| Chemung Canal Trust Co. | 21,067 | 15,365 | -5,702 | -27.07% |
| Financial Advisory Partners LLC | 31,046 | 24,822 | -6,224 | -20.05% |
| CX Institutional | 304,960 | 243,905 | -61,055 | -20.02% |
| Wealthcare Advisory Partners LLC | 26,494 | 21,277 | -5,217 | -19.69% |
| Miracle Mile Advisors LLC | 40,117 | 32,280 | -7,837 | -19.54% |
| Sunflower Bank N.A. | 109,624 | 95,771 | -13,853 | -12.64% |
| Legacy Private Trust Co. | 10,575 | 9,250 | -1,325 | -12.53% |
| Summit Financial Group Inc. | 17,580 | 15,730 | -1,850 | -10.52% |
| Sunbelt Securities Inc. | 20,685 | 18,627 | -2,058 | -9.95% |
| Security National Bank | 16,316 | 14,976 | -1,340 | -8.21% |
| Mechanics Bank Trust Department | 31,201 | 29,701 | -1,500 | -4.81% |
| Cedar Brook Financial Partners LLC | 10,738 | 10,233 | -505 | -4.70% |
| Ehrlich Financial Group | 25,130 | 24,022 | -1,108 | -4.41% |
| Bangor Savings Bank | 384,924 | 369,509 | -15,415 | -4.00% |
| Brookstone Capital Management | 43,720 | 42,050 | -1,670 | -3.82% |
| Barrett & Company Inc. | 8,005 | 7,714 | -291 | -3.64% |
| Aspiriant LLC | 14,124 | 13,655 | -469 | -3.32% |
| Lbmc Investment Advisors LLC | 21,738 | 21,125 | -613 | -2.82% |
| Ironwood Financial llc | 32,669 | 31,932 | -737 | -2.26% |
| RFG Advisory LLC | 44,390 | 43,692 | -698 | -1.57% |
| Fundamentun LLC | 13,704 | 13,493 | -211 | -1.54% |
| SeaCrest Wealth Management LLC | 10,482 | 10,331 | -151 | -1.44% |
| Annex Advisory Services LLC | 45,310 | 44,866 | -444 | -0.98% |
| Heartwood Wealth Advisors LLC | 129,492 | 128,420 | -1,072 | -0.83% |
| Stratos Wealth Partners LTD. | 15,653 | 15,523 | -130 | -0.83% |
| Daymark Wealth Partners LLC | 12,654 | 12,633 | -21 | -0.17% |
| 13F Filers Exiting IDV | ||||
| Cooksen Wealth LLC | 2,663 | 0 | -2,663 | -100.00% |
| Halpern Financial Inc. | 594 | 0 | -594 | -100.00% |
| Kingswood Wealth Advisors LLC | 7,481 | 0 | -7,481 | -100.00% |
| Sandy Cove Advisors LLC | 16,292 | 0 | -16,292 | -100.00% |
| Independent Wealth Network Inc. | 18,064 | 0 | -18,064 | -100.00% |
| Southern Farm Bureau Life Insurance | 180,674 | 0 | -180,674 | -100.00% |
| Rise Advisors LLC | 706 | 0 | -706 | -100.00% |
| First Hawaiian Bank | 17,093 | 0 | -17,093 | -100.00% |
See Summary: Institutional Holders of IDV
See Details: Top 10 Hedge Funds Holding IDV
