HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IGIB Share Count | ||||
| Legacy Financial Group LLC | 22,052 | 313,329 | +291,277 | +1320.86% |
| Revisor Wealth Management LLC | 15,339 | 157,189 | +141,850 | +924.77% |
| Fifth Third Bancorp | 1,906 | 8,346 | +6,440 | +337.88% |
| Mendota Financial Group LLC | 73,766 | 212,094 | +138,328 | +187.52% |
| Dynamic Advisor Solutions LLC | 12,908 | 21,844 | +8,936 | +69.23% |
| Dakota Wealth Management | 133,453 | 217,545 | +84,092 | +63.01% |
| City State Bank | 27,464 | 41,175 | +13,711 | +49.92% |
| Hexagon Capital Partners LLC | 10,392 | 14,699 | +4,307 | +41.45% |
| Gradient Investments LLC | 2,236,835 | 3,149,585 | +912,750 | +40.81% |
| Park Avenue Securities LLC | 21,963 | 29,009 | +7,046 | +32.08% |
| Tilia Fiduciary Partners Inc. | 9,358 | 12,354 | +2,996 | +32.02% |
| Wealthstar Advisors LLC | 90,522 | 114,357 | +23,835 | +26.33% |
| Retireful LLC | 17,221 | 21,232 | +4,011 | +23.29% |
| DMG Group LLC | 40,275 | 49,514 | +9,239 | +22.94% |
| CWM LLC | 83,547 | 100,432 | +16,885 | +20.21% |
| CENTRAL TRUST Co | 1,493 | 1,781 | +288 | +19.29% |
| Raymond James & Associates | 1,706,869 | 2,027,236 | +320,367 | +18.77% |
| Chicago Partners Investment Group LLC | 104,220 | 123,017 | +18,797 | +18.04% |
| Keel Point LLC | 13,995 | 15,965 | +1,970 | +14.08% |
| Bank of New York Mellon Corp | 1,734,675 | 1,937,304 | +202,629 | +11.68% |
| Agate Pass Investment Management LLC | 55,782 | 61,708 | +5,926 | +10.62% |
| Ameliora Wealth Management Ltd. | 174,315 | 191,285 | +16,970 | +9.74% |
| Wealth Enhancement Advisory Services LLC | 231,666 | 251,029 | +19,363 | +8.36% |
| Rebalance LLC | 141,959 | 151,669 | +9,710 | +6.84% |
| Asio Capital LLC | 184,697 | 196,796 | +12,099 | +6.55% |
| Vaughan Nelson Investment Management L.P. | 11,180 | 11,855 | +675 | +6.04% |
| Falcon Wealth Planning | 6,648 | 7,028 | +380 | +5.72% |
| NBT Bank N A NY | 7,432 | 7,852 | +420 | +5.65% |
| Chesley Taft & Associates LLC | 58,354 | 61,639 | +3,285 | +5.63% |
| Hennion & Walsh Asset Management Inc. | 84,700 | 89,113 | +4,413 | +5.21% |
| Capital Insight Partners LLC | 167,381 | 176,063 | +8,682 | +5.19% |
| Acropolis Investment Management LLC | 1,139,394 | 1,194,160 | +54,766 | +4.81% |
| Patriot Investment Management Inc. | 88,571 | 92,585 | +4,014 | +4.53% |
| Albion Financial Group UT | 446,153 | 465,190 | +19,037 | +4.27% |
| Verdence Capital Advisors LLC | 8,256 | 8,596 | +340 | +4.12% |
| Hoxton Planning & Management LLC | 10,838 | 11,266 | +428 | +3.95% |
| Massmutual Trust Co. FSB ADV | 12,503 | 12,945 | +442 | +3.54% |
| Vicus Capital | 12,460 | 12,894 | +434 | +3.48% |
| Hengehold Capital Management LLC | 15,230 | 15,658 | +428 | +2.81% |
| Columbus Macro LLC | 13,258 | 13,617 | +359 | +2.71% |
| FC Advisory LLC | 6,781 | 6,964 | +183 | +2.70% |
| Strategic Investment Advisors MI | 24,713 | 25,351 | +638 | +2.58% |
| Boltwood Capital Management | 19,275 | 19,705 | +430 | +2.23% |
| Ackerman Capital Advisors LLC | 58,975 | 60,259 | +1,284 | +2.18% |
| Klaas Financial Asset Advisors LLC | 1,376,779 | 1,400,707 | +23,928 | +1.74% |
| Signature Securities Group Corporation | 10,494 | 10,623 | +129 | +1.23% |
| WESPAC Advisors SoCal LLC | 124,689 | 125,724 | +1,035 | +0.83% |
| Sugarloaf Wealth Management LLC | 145 | 146 | +1 | +0.69% |
| Park Place Capital Corp | 55,658 | 56,028 | +370 | +0.66% |
| Fiduciary Alliance LLC | 5,565 | 5,601 | +36 | +0.65% |
| SOA Wealth Advisors LLC. | 467 | 470 | +3 | +0.64% |
| Panoramic Investment Advisors LLC | 6,065 | 6,101 | +36 | +0.59% |
| Nations Financial Group Inc. IA ADV | 5,731 | 5,757 | +26 | +0.45% |
| Investment Partners LTD. | 8,264 | 8,280 | +16 | +0.19% |
| Hanson & Doremus Investment Management | 2,375 | 2,377 | +2 | +0.08% |
| 13F Filers Reporting New Positions In IGIB | ||||
| Cedar Mountain Advisors LLC | 0 | 0 | UNCH | 100% |
| Atticus Wealth Management LLC | 0 | 0 | UNCH | 100% |
| Woodmont Investment Counsel LLC | 0 | 755 | +755 | +100% |
| American National Bank | 0 | 1,753 | +1,753 | +100% |
| Mather Group LLC. | 0 | 15 | +15 | +100% |
| Verity & Verity LLC | 0 | 100,180 | +100,180 | +100% |
| MV Capital Management Inc. | 0 | 67,653 | +67,653 | +100% |
| New World Advisors LLC | 0 | 4,155 | +4,155 | +100% |
| Royal Fund Management LLC | 0 | 4,568 | +4,568 | +100% |
| Charter Oak Capital Management LLC | 0 | 43,852 | +43,852 | +100% |
| Creative Capital Management Investments LLC | 0 | 28 | +28 | +100% |
| Stephens Consulting LLC | 0 | 96 | +96 | +100% |
| Trifecta Capital Advisors LLC | 0 | 214 | +214 | +100% |
| PFG Investments LLC | 0 | 6,636 | +6,636 | +100% |
| Channel Wealth LLC | 0 | 8,786 | +8,786 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| City Holding Co. | 170 | 170 | UNCH | 0.00% |
| Fort Washington Investment Advisors Inc. OH | 4,405 | 4,405 | UNCH | 0.00% |
| Courier Capital LLC | 5,035 | 5,035 | UNCH | 0.00% |
| Webster Bank N. A. | 3,604 | 3,604 | UNCH | 0.00% |
| Regions Financial Corp | 3,975 | 3,975 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 3,270 | 3,270 | UNCH | 0.00% |
| Courage Miller Partners LLC | 45,774 | 45,774 | UNCH | 0.00% |
| Paragon Capital Management Ltd | 6,482 | 6,482 | UNCH | 0.00% |
| Friedenthal Financial | 329 | 329 | UNCH | 0.00% |
| Private Ocean LLC | 49 | 49 | UNCH | 0.00% |
| Evanson Asset Management LLC | 5,016 | 5,016 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 86 | 86 | UNCH | 0.00% |
| Pinnacle Bank | 1,470 | 1,470 | UNCH | 0.00% |
| Carolina Wealth Advisors LLC | 11 | 11 | UNCH | 0.00% |
| CVA Family Office LLC | 1,196 | 1,196 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 57 | 57 | UNCH | 0.00% |
| Berkshire Bank | 5,729 | 5,729 | UNCH | 0.00% |
| FOCUS Wealth Advisors LLC | 10,434 | 10,434 | UNCH | 0.00% |
| Spire Wealth Management | 5,817 | 5,817 | UNCH | 0.00% |
| Bromfield Sneider Wealth Advisors | 2,425 | 2,425 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 142 | 142 | UNCH | 0.00% |
| Seaside Wealth Management Inc. | 5,444 | 5,444 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 1,665 | 1,665 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 8,712 | 8,712 | UNCH | 0.00% |
| 13F Filers Decreasing IGIB Share Count | ||||
| Venturi Wealth Management LLC | 840 | 218 | -622 | -74.05% |
| Sound Income Strategies LLC | 845 | 220 | -625 | -73.96% |
| Kowal Investment Group LLC | 27,454 | 12,710 | -14,744 | -53.70% |
| Accurate Wealth Management LLC | 12,740 | 6,061 | -6,679 | -52.43% |
| Caldwell Sutter Capital Inc. | 725 | 435 | -290 | -40.00% |
| International Assets Investment Management LLC | 8,231 | 5,086 | -3,145 | -38.21% |
| Bangor Savings Bank | 42,276 | 27,003 | -15,273 | -36.13% |
| Stratos Wealth Advisors LLC | 74,430 | 50,541 | -23,889 | -32.10% |
| Mid American Wealth Advisory Group Inc. | 13,832 | 9,431 | -4,401 | -31.82% |
| Allworth Financial LP | 33,202 | 23,563 | -9,639 | -29.03% |
| Horizon Bancorp Inc. IN | 148 | 108 | -40 | -27.03% |
| Seed Wealth Management Inc. | 12,720 | 9,925 | -2,795 | -21.97% |
| Cyndeo Wealth Partners LLC | 10,692 | 8,405 | -2,287 | -21.39% |
| H&H Retirement Design & Management INC | 120,248 | 97,232 | -23,016 | -19.14% |
| Brookstone Capital Management | 20,854 | 16,938 | -3,916 | -18.78% |
| Omega Financial Group LLC | 10,357 | 8,459 | -1,898 | -18.33% |
| Sumitomo Mitsui Trust Holdings Inc. | 1,232,236 | 1,024,146 | -208,090 | -16.89% |
| Banque Cantonale Vaudoise | 1,200 | 1,000 | -200 | -16.67% |
| TRUE Private Wealth Advisors | 8,919 | 7,442 | -1,477 | -16.56% |
| Center For Asset Management LLC | 9,651 | 8,158 | -1,493 | -15.47% |
| Meridian Wealth Management LLC | 5,773 | 4,901 | -872 | -15.10% |
| Elevated Capital Advisors LLC | 5,622 | 4,840 | -782 | -13.91% |
| NBC Securities Inc. | 2,914 | 2,515 | -399 | -13.69% |
| Evolution Wealth Advisors LLC | 9,485 | 8,380 | -1,105 | -11.65% |
| Country Club Bank GFN | 13,525 | 12,030 | -1,495 | -11.05% |
| Monticello Wealth Management LLC | 138,119 | 122,885 | -15,234 | -11.03% |
| Global Retirement Partners LLC | 8,694 | 7,779 | -915 | -10.52% |
| Charter Trust Co. | 336,168 | 303,898 | -32,270 | -9.60% |
| 4J Wealth Management LLC | 23,376 | 21,315 | -2,061 | -8.82% |
| Cambridge Investment Research Advisors Inc. | 66,220 | 60,751 | -5,469 | -8.26% |
| Breakwater Capital Group | 109,869 | 101,521 | -8,348 | -7.60% |
| AdvisorNet Financial Inc | 20,786 | 19,292 | -1,494 | -7.19% |
| GDS Wealth Management | 4,306 | 4,010 | -296 | -6.87% |
| Busey Wealth Management | 567,662 | 530,690 | -36,972 | -6.51% |
| Ballentine Partners LLC | 37,603 | 35,516 | -2,087 | -5.55% |
| MGO Private Wealth LLC | 7,094 | 6,717 | -377 | -5.31% |
| Stratos Wealth Partners LTD. | 8,128 | 7,771 | -357 | -4.39% |
| Phillips Financial Management LLC | 60,516 | 57,963 | -2,553 | -4.22% |
| Arkansas Financial Group Inc. | 445,580 | 428,021 | -17,559 | -3.94% |
| Raymond James Financial Services Advisors Inc. | 490,325 | 471,044 | -19,281 | -3.93% |
| Duncker Streett & Co. Inc. | 15,620 | 15,034 | -586 | -3.75% |
| Forza Wealth Management LLC | 54,185 | 52,215 | -1,970 | -3.64% |
| Northwest Capital Management Inc | 26,426 | 25,531 | -895 | -3.39% |
| Hofer & Associates. Inc | 6,366 | 6,152 | -214 | -3.36% |
| Trilogy Capital Inc. | 4,364 | 4,224 | -140 | -3.21% |
| Private Trust Co. NA | 2,349 | 2,282 | -67 | -2.85% |
| Wealth Advisory Solutions LLC | 11,106 | 10,801 | -305 | -2.75% |
| Parsons Capital Management Inc. RI | 24,826 | 24,154 | -672 | -2.71% |
| Ellenbecker Investment Group | 9,300 | 9,070 | -230 | -2.47% |
| Market Street Wealth Management Advisors LLC | 45,324 | 44,273 | -1,051 | -2.32% |
| Checchi Capital Advisers LLC | 135,438 | 132,384 | -3,054 | -2.25% |
| Fifth Third Securities Inc. | 45,665 | 44,780 | -885 | -1.94% |
| Galvin Gaustad & Stein LLC | 233,345 | 229,348 | -3,997 | -1.71% |
| Alhambra Investment Partners LLC | 4,461 | 4,387 | -74 | -1.66% |
| Raymond James Trust N.A. | 41,755 | 41,561 | -194 | -0.46% |
| Coastal Investment Advisors Inc. | 12,804 | 12,773 | -31 | -0.24% |
| Proffitt & Goodson Inc. | 481,699 | 480,877 | -822 | -0.17% |
| 13F Filers Exiting IGIB | ||||
| Invera Wealth Advisors LLC | 84,826 | 0 | -84,826 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 600 | 0 | -600 | -100.00% |
| Simplicity Wealth LLC | 4,405 | 0 | -4,405 | -100.00% |
| Morton Brown Family Wealth LLC | 308 | 0 | -308 | -100.00% |
| Ignite Planners LLC | 4,338 | 0 | -4,338 | -100.00% |
| LifePro Asset Management | 5,120 | 0 | -5,120 | -100.00% |
| Cordant Inc. | 47 | 0 | -47 | -100.00% |
| Tennessee Valley Asset Management Partners | 402 | 0 | -402 | -100.00% |
| Cedar Brook Financial Partners LLC | 4,494 | 0 | -4,494 | -100.00% |
| Costello Asset Management INC | 192 | 0 | -192 | -100.00% |
| Shepherd Financial Partners LLC | 6,156 | 0 | -6,156 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 501 | 0 | -501 | -100.00% |
| RFG Advisory LLC | 9,993 | 0 | -9,993 | -100.00% |
| Bourgeon Capital Management LLC | 130 | 0 | -130 | -100.00% |
See Summary: Institutional Holders of IGIB
See Details: Top 10 Hedge Funds Holding IGIB
