HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IFRA Share Count | ||||
| Fifth Third Bancorp | 174 | 808 | +634 | +364.37% |
| AdvisorNet Financial Inc | 19,993 | 91,640 | +71,647 | +358.36% |
| Simplicity Wealth LLC | 8,058 | 22,202 | +14,144 | +175.53% |
| W Advisors LLC | 5,292 | 7,435 | +2,143 | +40.50% |
| Raymond James Financial Services Advisors Inc. | 143,713 | 199,455 | +55,742 | +38.79% |
| Sound Income Strategies LLC | 2,035 | 2,781 | +746 | +36.66% |
| Mosley Wealth Management | 6,501 | 8,669 | +2,168 | +33.35% |
| Twin Peaks Wealth Advisors LLC | 5,570 | 7,276 | +1,706 | +30.63% |
| Apeiron RIA LLC | 23,072 | 27,766 | +4,694 | +20.35% |
| Lane & Associates LLC | 7,643 | 8,971 | +1,328 | +17.38% |
| Signal Advisors Wealth LLC | 10,013 | 11,354 | +1,341 | +13.39% |
| Aspire Private Capital LLC | 2,695 | 2,981 | +286 | +10.61% |
| Sharkey Howes & Javer | 59,678 | 64,422 | +4,744 | +7.95% |
| 4J Wealth Management LLC | 17,653 | 19,008 | +1,355 | +7.68% |
| Dentgroup LLC | 5,846 | 6,240 | +394 | +6.74% |
| Lantz Financial LLC | 13,241 | 14,118 | +877 | +6.62% |
| Retirement Guys Formula LLC | 52,682 | 55,714 | +3,032 | +5.76% |
| Bay Harbor Wealth Management LLC | 23,451 | 24,794 | +1,343 | +5.73% |
| One Wealth Advisors LLC | 40,757 | 42,955 | +2,198 | +5.39% |
| UMA Financial Services Inc. | 39,130 | 40,900 | +1,770 | +4.52% |
| Bank of New York Mellon Corp | 256,480 | 267,881 | +11,401 | +4.45% |
| CWM LLC | 887,402 | 925,049 | +37,647 | +4.24% |
| Madrona Financial Services LLC | 27,882 | 29,025 | +1,143 | +4.10% |
| Detalus Advisors LLC | 41,017 | 42,491 | +1,474 | +3.59% |
| Wealth Enhancement Advisory Services LLC | 38,210 | 39,513 | +1,303 | +3.41% |
| Laurel Wealth Planning LLC | 209,785 | 216,198 | +6,413 | +3.06% |
| Cypress Wealth Services LLC | 42,892 | 44,161 | +1,269 | +2.96% |
| Criterion Capital Advisors LLC | 712 | 733 | +21 | +2.95% |
| Buttonwood Financial Group LLC | 53,360 | 54,816 | +1,456 | +2.73% |
| Northwest Capital Management Inc | 66,448 | 68,232 | +1,784 | +2.68% |
| Financial Freedom LLC | 44 | 45 | +1 | +2.27% |
| TNF LLC | 35,335 | 36,050 | +715 | +2.02% |
| Stratos Wealth Advisors LLC | 51,677 | 52,498 | +821 | +1.59% |
| Sovereign Financial Group Inc. | 9,680 | 9,793 | +113 | +1.17% |
| Congress Wealth Management LLC DE | 11,791 | 11,929 | +138 | +1.17% |
| Warner Financial Inc. | 38,350 | 38,769 | +419 | +1.09% |
| JJJ Advisors Inc. | 121 | 122 | +1 | +0.83% |
| Cobblestone Asset Management LLC | 22,964 | 23,152 | +188 | +0.82% |
| Brookstone Capital Management | 30,481 | 30,714 | +233 | +0.76% |
| Strategy Asset Managers LLC | 32,392 | 32,600 | +208 | +0.64% |
| SOA Wealth Advisors LLC. | 2,669 | 2,679 | +10 | +0.37% |
| Harbor Investment Advisory LLC | 322 | 323 | +1 | +0.31% |
| Patriot Investment Management Inc. | 5,180 | 5,182 | +2 | +0.04% |
| Financial Perspectives Inc | 13,632 | 13,633 | +1 | +0.01% |
| 13F Filers Reporting New Positions In IFRA | ||||
| Mather Group LLC. | 0 | 1,712 | +1,712 | +100% |
| Sugarloaf Wealth Management LLC | 0 | 176 | +176 | +100% |
| Moneywise Inc. | 0 | 10,365 | +10,365 | +100% |
| Versant Capital Management Inc | 0 | 113 | +113 | +100% |
| Coastal Investment Advisors Inc. | 0 | 142 | +142 | +100% |
| Banque Cantonale Vaudoise | 0 | 2,000 | +2,000 | +100% |
| Tsfg LLC | 0 | 24,039 | +24,039 | +100% |
| Legacy Financial Group LLC | 0 | 32,462 | +32,462 | +100% |
| Clearview Wealth Advisors LLC | 0 | 4,663 | +4,663 | +100% |
| Strategic Equity Management | 0 | 24,694 | +24,694 | +100% |
| Eagle Strategies LLC | 0 | 7,261 | +7,261 | +100% |
| Sutton Place Investors LLC | 0 | 5,008 | +5,008 | +100% |
| Eaton Financial Holdings Company LLC | 0 | 76,462 | +76,462 | +100% |
| OMNI 360 Wealth Inc. | 0 | 4,844 | +4,844 | +100% |
| Ehrlich Financial Group | 0 | 6,381 | +6,381 | +100% |
| Focus Financial Network Inc. | 0 | 24,458 | +24,458 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Valley National Advisers Inc. | 3,614 | 3,614 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 200 | 200 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 1,420 | 1,420 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 3,132 | 3,132 | UNCH | 0.00% |
| Peoples Bank KS | 2,328 | 2,328 | UNCH | 0.00% |
| 13F Filers Decreasing IFRA Share Count | ||||
| Salem Investment Counselors Inc. | 929 | 29 | -900 | -96.88% |
| Asset Dedication LLC | 440 | 84 | -356 | -80.91% |
| First Pacific Financial | 35 | 12 | -23 | -65.71% |
| Fiduciary Alliance LLC | 49,455 | 24,454 | -25,001 | -50.55% |
| Pallas Capital Advisors LLC | 16,622 | 8,742 | -7,880 | -47.41% |
| Raymond James & Associates | 125,986 | 71,257 | -54,729 | -43.44% |
| Park Place Capital Corp | 191 | 112 | -79 | -41.36% |
| Blue Bell Private Wealth Management LLC | 625 | 395 | -230 | -36.80% |
| Allworth Financial LP | 18,144 | 11,477 | -6,667 | -36.74% |
| NBT Bank N A NY | 2,619 | 1,845 | -774 | -29.55% |
| RFG Advisory LLC | 26,939 | 19,360 | -7,579 | -28.13% |
| Global Retirement Partners LLC | 7,458 | 5,380 | -2,078 | -27.86% |
| Allen Capital Group LLC | 13,167 | 10,163 | -3,004 | -22.81% |
| Patton Albertson Miller Group LLC | 255,558 | 213,066 | -42,492 | -16.63% |
| NBC Securities Inc. | 8,572 | 7,160 | -1,412 | -16.47% |
| Advocacy Wealth Management Services LLC | 223,237 | 188,960 | -34,277 | -15.35% |
| Cambridge Investment Research Advisors Inc. | 189,074 | 160,395 | -28,679 | -15.17% |
| Strategic Blueprint LLC | 53,129 | 45,505 | -7,624 | -14.35% |
| Private Trust Co. NA | 2,637 | 2,263 | -374 | -14.18% |
| Shira Ridge Wealth Management | 78,977 | 69,587 | -9,390 | -11.89% |
| Venturi Wealth Management LLC | 8,709 | 7,719 | -990 | -11.37% |
| Park Avenue Securities LLC | 772,517 | 697,796 | -74,721 | -9.67% |
| Phillips Financial Management LLC | 220 | 201 | -19 | -8.64% |
| Steel Peak Wealth Management LLC | 50,654 | 46,856 | -3,798 | -7.50% |
| Austin Private Wealth LLC | 92,885 | 86,556 | -6,329 | -6.81% |
| TRUE Private Wealth Advisors | 6,091 | 5,703 | -388 | -6.37% |
| Horst & Graben Wealth Management LLC | 73,418 | 70,882 | -2,536 | -3.45% |
| Wealth Management Resources Inc. | 187,328 | 181,604 | -5,724 | -3.06% |
| Spire Wealth Management | 19,155 | 18,738 | -417 | -2.18% |
| Keystone Wealth Services LLC | 5,006 | 4,903 | -103 | -2.06% |
| Kingswood Wealth Advisors LLC | 7,912 | 7,787 | -125 | -1.58% |
| Cardinal Strategic Wealth Guidance | 26,731 | 26,461 | -270 | -1.01% |
| Pettinga Financial Advisors LLC | 88,776 | 88,115 | -661 | -0.74% |
| Sunbelt Securities Inc. | 11,637 | 11,580 | -57 | -0.49% |
| Arden Trust Co | 130,052 | 129,504 | -548 | -0.42% |
| Firethorn Wealth Partners LLC | 12,991 | 12,944 | -47 | -0.36% |
| ONE Advisory Partners LLC | 37,123 | 37,010 | -113 | -0.30% |
| Hoxton Planning & Management LLC | 11,932 | 11,900 | -32 | -0.27% |
| 13F Filers Exiting IFRA | ||||
| CAP Partners LLC | 5,268 | 0 | -5,268 | -100.00% |
| Arlington Trust Co LLC | 27 | 0 | -27 | -100.00% |
| Security Financial Services INC. | 30,473 | 0 | -30,473 | -100.00% |
| Iron Horse Wealth Management LLC | 165 | 0 | -165 | -100.00% |
| Tennessee Valley Asset Management Partners | 14 | 0 | -14 | -100.00% |
| International Assets Investment Management LLC | 42,404 | 0 | -42,404 | -100.00% |
| Aprio Wealth Management LLC | 5,563 | 0 | -5,563 | -100.00% |
| Atlas Private Wealth Management | 18,846 | 0 | -18,846 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 81 | 0 | -81 | -100.00% |
| Gradient Investments LLC | 18 | 0 | -18 | -100.00% |
| Hanson & Doremus Investment Management | 19 | 0 | -19 | -100.00% |
| Brown Advisory Inc. | 7,655 | 0 | -7,655 | -100.00% |
| Massmutual Trust Co. FSB ADV | 88 | 0 | -88 | -100.00% |
| Tompkins Financial Corp | 31 | 0 | -31 | -100.00% |
See Summary: Institutional Holders of IFRA
See Details: Top 10 Hedge Funds Holding IFRA
