HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IEO Share Count | ||||
| CWM LLC | 6 | 513 | +507 | +8450.00% |
| Simplex Trading LLC | 1,118 | 1,800 | +682 | +61.00% |
| Cambridge Investment Research Advisors Inc. | 21,779 | 27,457 | +5,678 | +26.07% |
| Alhambra Investment Partners LLC | 17,381 | 18,062 | +681 | +3.92% |
| Wealth Management Partners LLC | 13,327 | 13,554 | +227 | +1.70% |
| Bangor Savings Bank | 178 | 181 | +3 | +1.69% |
| Mezzasalma Advisors LLC | 8,658 | 8,728 | +70 | +0.81% |
| Benedict Financial Advisors Inc. | 17,559 | 17,601 | +42 | +0.24% |
| Essex Financial Services Inc. | 2,589 | 2,591 | +2 | +0.08% |
| 13F Filers Reporting New Positions In IEO | ||||
| Stratos Wealth Partners LTD. | 0 | 2,690 | +2,690 | +100% |
| Dakota Wealth Management | 0 | 2,320 | +2,320 | +100% |
| MinichMacGregor Wealth Management LLC | 0 | 62,273 | +62,273 | +100% |
| Coastal Investment Advisors Inc. | 0 | 65 | +65 | +100% |
| Bluesphere Advisors LLC | 0 | 2,535 | +2,535 | +100% |
| Red Tortoise LLC | 0 | 1,109 | +1,109 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 200 | 200 | UNCH | 0.00% |
| Guyasuta Investment Advisors Inc. | 8,486 | 8,486 | UNCH | 0.00% |
| JJJ Advisors Inc. | 30 | 30 | UNCH | 0.00% |
| Founders Capital Management | 350 | 350 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 255 | 255 | UNCH | 0.00% |
| Spire Wealth Management | 235 | 235 | UNCH | 0.00% |
| Activest Wealth Management | 4 | 4 | UNCH | 0.00% |
| Register Financial Advisors LLC | 4 | 4 | UNCH | 0.00% |
| 13F Filers Decreasing IEO Share Count | ||||
| Harbor Investment Advisory LLC | 3,806 | 2,050 | -1,756 | -46.14% |
| Zurcher Kantonalbank Zurich Cantonalbank | 1,219 | 687 | -532 | -43.64% |
| Wealth Enhancement Advisory Services LLC | 3,637 | 2,217 | -1,420 | -39.04% |
| Global Retirement Partners LLC | 349 | 250 | -99 | -28.37% |
| Raymond James & Associates | 60,614 | 45,236 | -15,378 | -25.37% |
| Raymond James Financial Services Advisors Inc. | 45,568 | 35,279 | -10,289 | -22.58% |
| Brookstone Capital Management | 20,005 | 15,881 | -4,124 | -20.61% |
| Fifth Third Securities Inc. | 3,424 | 2,828 | -596 | -17.41% |
| Sunbelt Securities Inc. | 3,103 | 2,972 | -131 | -4.22% |
| Altfest L J & Co. Inc. | 5,035 | 4,853 | -182 | -3.61% |
| PCG Wealth Advisors LLC | 15,262 | 14,828 | -434 | -2.84% |
| Grimes & Company Inc. | 33,880 | 33,368 | -512 | -1.51% |
| NBC Securities Inc. | 929 | 925 | -4 | -0.43% |
| Carret Asset Management LLC | 25,321 | 25,246 | -75 | -0.30% |
| 13F Filers Exiting IEO | ||||
| Newbridge Financial Services Group Inc. | 55 | 0 | -55 | -100.00% |
| International Assets Investment Management LLC | 111,688 | 0 | -111,688 | -100.00% |
| Steel Peak Wealth Management LLC | 3,309 | 0 | -3,309 | -100.00% |
| Tsfg LLC | 90 | 0 | -90 | -100.00% |
| Lindbrook Capital LLC | 102 | 0 | -102 | -100.00% |
| Meridian Wealth Management LLC | 2,573 | 0 | -2,573 | -100.00% |
| Canal Capital Management LLC | 31,061 | 0 | -31,061 | -100.00% |
| Allworth Financial LP | 220 | 0 | -220 | -100.00% |
| Gradient Investments LLC | 423 | 0 | -423 | -100.00% |
See Summary: Institutional Holders of IEO
See Details: Top 10 Hedge Funds Holding IEO
