HoldingsChannel.com
| Filer | 9/30/2022 Share Count | 12/31/2022 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IFGL Share Count | ||||
| Upper Left Wealth Management LLC | 31,807 | 66,657 | +34,850 | +109.57% |
| Raymond James Financial Services Advisors Inc. | 25,354 | 50,856 | +25,502 | +100.58% |
| Citadel Advisors LLC | 39,138 | 70,191 | +31,053 | +79.34% |
| Running Point Capital Advisors LLC | 40,305 | 56,104 | +15,799 | +39.20% |
| BlackRock Inc. | 40,802 | 52,962 | +12,160 | +29.80% |
| Parkside Financial Bank & Trust | 4,684 | 5,607 | +923 | +19.71% |
| TBH Global Asset Management LLC | 22,212 | 25,718 | +3,506 | +15.78% |
| River & Mercantile LLC | 40,333 | 46,385 | +6,052 | +15.01% |
| Bank of America Corp DE | 155,668 | 175,650 | +19,982 | +12.84% |
| Advisor Group Holdings Inc. | 11,636 | 13,049 | +1,413 | +12.14% |
| IFP Advisors Inc | 2,169 | 2,408 | +239 | +11.02% |
| Invesco Ltd. | 36,060 | 38,661 | +2,601 | +7.21% |
| Ameriprise Financial Inc. | 38,617 | 40,645 | +2,028 | +5.25% |
| Creative Planning | 477,169 | 483,135 | +5,966 | +1.25% |
| Pictet Asset Management SA | 127,679 | 128,821 | +1,142 | +0.89% |
| Morgan Stanley | 102,707 | 103,490 | +783 | +0.76% |
| 13F Filers Reporting New Positions In IFGL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Comerica Securities Inc. | 0 | 546 | +546 | +100% |
| Goldman Sachs Group Inc. | 0 | 53,215 | +53,215 | +100% |
| Bank of Montreal Can | 0 | 1,700 | +1,700 | +100% |
| Hollencrest Capital Management | 0 | 3,127 | +3,127 | +100% |
| Susquehanna International Group LLP | 0 | 48,661 | +48,661 | +100% |
| Two Sigma Securities LLC | 0 | 10,488 | +10,488 | +100% |
| Advisory Services Network LLC | 0 | 300 | +300 | +100% |
| GWM Advisors LLC | 0 | 4,105 | +4,105 | +100% |
| EverSource Wealth Advisors LLC | 0 | 275 | +275 | +100% |
| Prosperity Planning Inc. | 0 | 9,941 | +9,941 | +100% |
| Atria Wealth Solutions Inc. | 0 | 11,795 | +11,795 | +100% |
| Fiduciary Alliance LLC | 0 | 697 | +697 | +100% |
| Financial Alternatives Inc | 0 | 17,124 | +17,124 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 1,905 | 1,905 | UNCH | 0.00% |
| Barclays PLC | 300 | 300 | UNCH | 0.00% |
| Harbour Investments Inc. | 700 | 700 | UNCH | 0.00% |
| Blair William & Co. IL | 1,600 | 1,600 | UNCH | 0.00% |
| Transamerica Financial Advisors Inc. | 1 | 1 | UNCH | 0.00% |
| Stonebridge Capital Advisors LLC | 1 | 1 | UNCH | 0.00% |
| Chandler Asset Management Inc. | 264,322 | 264,322 | UNCH | 0.00% |
| Bogart Wealth LLC | 233 | 233 | UNCH | 0.00% |
| Beacon Pointe Advisors LLC | 34,765 | 34,765 | UNCH | 0.00% |
| Princeton Global Asset Management LLC | 15 | 15 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 20 | 20 | UNCH | 0.00% |
| AWM Capital LLC | 70,208 | 70,208 | UNCH | 0.00% |
| Disciplined Investments LLC | 529 | 529 | UNCH | 0.00% |
| 13F Filers Decreasing IFGL Share Count | ||||
| FMR LLC | 971,306 | 6,879 | -964,427 | -99.29% |
| OLD Mission Capital LLC | 13,406 | 2,364 | -11,042 | -82.37% |
| Parallel Advisors LLC | 32 | 8 | -24 | -75.00% |
| Courier Capital LLC | 126,433 | 37,345 | -89,088 | -70.46% |
| Global Retirement Partners LLC | 1,408 | 486 | -922 | -65.48% |
| Bank of New York Mellon Corp | 26,640 | 16,387 | -10,253 | -38.49% |
| Wells Fargo & Company MN | 471,161 | 349,211 | -121,950 | -25.88% |
| Halbert Hargrove Global Advisors LLC | 497,115 | 373,695 | -123,420 | -24.83% |
| Money Design Co. Ltd. | 616 | 495 | -121 | -19.64% |
| Royal Bank of Canada | 4,434 | 3,678 | -756 | -17.05% |
| LPL Financial LLC | 30,582 | 26,841 | -3,741 | -12.23% |
| Mercer Global Advisors Inc. ADV | 46,375 | 41,160 | -5,215 | -11.25% |
| Maryland Capital Advisors Inc. | 52,782 | 47,333 | -5,449 | -10.32% |
| UBS Group AG | 26,502 | 23,838 | -2,664 | -10.05% |
| Envestnet Asset Management Inc. | 52,078 | 48,238 | -3,840 | -7.37% |
| JPMorgan Chase & Co. | 1,823 | 1,737 | -86 | -4.72% |
| First Republic Investment Management Inc. | 103,596 | 98,795 | -4,801 | -4.63% |
| Cerity Partners LLC | 127,278 | 122,180 | -5,098 | -4.01% |
| Old Port Advisors | 121,136 | 119,752 | -1,384 | -1.14% |
| Family Firm Inc. | 90,284 | 89,319 | -965 | -1.07% |
| 13F Filers Exiting IFGL | ||||
| Castle Wealth Management LLC | 21,920 | 0 | -21,920 | -100.00% |
| Qube Research & Technologies Ltd | 1,608 | 0 | -1,608 | -100.00% |
| AE Wealth Management LLC | 22,329 | 0 | -22,329 | -100.00% |
| Armor Investment Advisors LLC | 33 | 0 | -33 | -100.00% |
| Capital Insight Partners LLC | 16,718 | 0 | -16,718 | -100.00% |
| MCF Advisors LLC | 463 | 0 | -463 | -100.00% |
| Jane Street Group LLC | 175,733 | 0 | -175,733 | -100.00% |
| Baystate Wealth Management LLC | 85 | 0 | -85 | -100.00% |
| Tower Research Capital LLC TRC | 606 | 0 | -606 | -100.00% |
| Johnson Financial Group Inc. | 40 | 0 | -40 | -100.00% |
| Raymond James Trust N.A. | 16,764 | 0 | -16,764 | -100.00% |
See Summary: Institutional Holders of IFGL
See Details: Top 10 Hedge Funds Holding IFGL
