| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IJT Share Count |
|---|
| Wealthcare Advisory Partners LLC |
2,136 |
7,703 |
+5,567 |
+260.63% |
| Stephens Consulting LLC |
260 |
883 |
+623 |
+239.62% |
| Harbor Investment Advisory LLC |
527 |
1,307 |
+780 |
+148.01% |
| Saxon Interests Inc. |
2,053 |
3,531 |
+1,478 |
+71.99% |
| Brookstone Capital Management |
8,133 |
12,339 |
+4,206 |
+51.72% |
| Patten Group Inc. |
3,786 |
5,310 |
+1,524 |
+40.25% |
| Bank of New Hampshire |
190 |
258 |
+68 |
+35.79% |
| Capital Market Strategies LLC |
1,672 |
2,229 |
+557 |
+33.31% |
| CWM LLC |
7,530 |
9,422 |
+1,892 |
+25.13% |
| Atlas Brown Inc. |
2,337 |
2,869 |
+532 |
+22.76% |
| Amplius Wealth Advisors LLC |
2,068 |
2,377 |
+309 |
+14.94% |
| Courier Capital LLC |
17,238 |
19,066 |
+1,828 |
+10.60% |
| BKD Wealth Advisors LLC |
3,640 |
4,020 |
+380 |
+10.44% |
| Vicus Capital |
12,046 |
13,259 |
+1,213 |
+10.07% |
| Maltin Wealth Management Inc. |
2,872 |
3,160 |
+288 |
+10.03% |
| Stratos Wealth Advisors LLC |
50,905 |
54,454 |
+3,549 |
+6.97% |
| EFG Asset Management Americas Corp. |
5,027 |
5,287 |
+260 |
+5.17% |
| Falcon Wealth Planning |
182,301 |
189,652 |
+7,351 |
+4.03% |
| Dominguez Wealth Management Solutions Inc. |
10,484 |
10,789 |
+305 |
+2.91% |
| Edmonds Duncan Registered Investment Advisors LLC |
24,972 |
25,686 |
+714 |
+2.86% |
| Newton One Investments LLC |
52,336 |
53,820 |
+1,484 |
+2.84% |
| Sunbelt Securities Inc. |
33,390 |
34,233 |
+843 |
+2.52% |
| Capital Advisors Ltd. LLC |
77,692 |
79,621 |
+1,929 |
+2.48% |
| CRA Financial Services LLC |
2,397 |
2,436 |
+39 |
+1.63% |
| RTD Financial Advisors Inc. |
98,891 |
100,473 |
+1,582 |
+1.60% |
| Asset Dedication LLC |
16,993 |
17,204 |
+211 |
+1.24% |
| City Holding Co. |
8,984 |
9,094 |
+110 |
+1.22% |
| Keel Point LLC |
2,108 |
2,131 |
+23 |
+1.09% |
| Thomasville National Bank |
16,809 |
16,951 |
+142 |
+0.84% |
| Prosperity Planning Inc. |
2,317 |
2,335 |
+18 |
+0.78% |
| Albion Financial Group UT |
159 |
160 |
+1 |
+0.63% |
| Rise Advisors LLC |
362 |
363 |
+1 |
+0.28% |
| BKM Wealth Management LLC |
22,810 |
22,858 |
+48 |
+0.21% |
| Financial Perspectives Inc |
539 |
540 |
+1 |
+0.19% |
| Fragasso Group Inc. |
4,054 |
4,059 |
+5 |
+0.12% |
| Evensky & Katz LLC |
10,092 |
10,103 |
+11 |
+0.11% |
| FC Advisory LLC |
3,663 |
3,667 |
+4 |
+0.11% |
| Acropolis Investment Management LLC |
7,305 |
7,308 |
+3 |
+0.04% |
| Compass Ion Advisors LLC |
3,285 |
3,286 |
+1 |
+0.03% |
| Wedmont Private Capital |
4,115 |
4,116 |
+1 |
+0.02% |
| Cranbrook Wealth Management LLC |
12,557 |
12,558 |
+1 |
+0.01% |
| Ashton Thomas Private Wealth LLC |
8,495 |
8,496 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In IJT |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
1,550 |
+1,550 |
+100% |
| Financial Advisory Corp UT ADV |
0 |
11,050 |
+11,050 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
155 |
+155 |
+100% |
| Indiana Trust & Investment Management CO |
0 |
75 |
+75 |
+100% |
| Polianta Ltd |
0 |
54,200 |
+54,200 |
+100% |
| Synergy Financial Management LLC |
0 |
1,571 |
+1,571 |
+100% |
| Aspire Private Capital LLC |
0 |
2 |
+2 |
+100% |
| Lake Street Financial LLC |
0 |
26,402 |
+26,402 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
354 |
+354 |
+100% |
| Heartwood Wealth Advisors LLC |
0 |
161,684 |
+161,684 |
+100% |
| Pacifica Partners Inc. |
0 |
266 |
+266 |
+100% |
| TruWealth Advisors LLC |
0 |
3,589 |
+3,589 |
+100% |
| Confluence Wealth Services Inc. |
0 |
1,562 |
+1,562 |
+100% |
| Prospect Financial Services LLC |
0 |
2,143 |
+2,143 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| OLD National Bancorp IN |
1,938 |
1,938 |
UNCH |
0.00% |
| First Financialcorp IN |
600 |
600 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
1,780 |
1,780 |
UNCH |
0.00% |
| NBC Securities Inc. |
92 |
92 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
596 |
596 |
UNCH |
0.00% |
| Barrett & Company Inc. |
80 |
80 |
UNCH |
0.00% |
| Norwood Financial Corp |
15,953 |
15,953 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
658 |
658 |
UNCH |
0.00% |
| Adirondack Trust Co. |
39 |
39 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
10 |
10 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
1,734 |
1,734 |
UNCH |
0.00% |
| Country Trust Bank |
524 |
524 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
6,350 |
6,350 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
1,844 |
1,844 |
UNCH |
0.00% |
| Bangor Savings Bank |
3,250 |
3,250 |
UNCH |
0.00% |
| Liberty Capital Management Inc. |
2,830 |
2,830 |
UNCH |
0.00% |
| Aspiriant LLC |
4,901 |
4,901 |
UNCH |
0.00% |
| Corundum Group Inc. |
2,600 |
2,600 |
UNCH |
0.00% |
| West Coast Financial LLC |
2,152 |
2,152 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
312 |
312 |
UNCH |
0.00% |
| Paragon Capital Management Ltd |
2,415 |
2,415 |
UNCH |
0.00% |
| Pure Financial Advisors Inc. |
2,067 |
2,067 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Capital Investment Advisors LLC |
3,602 |
3,602 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
88 |
88 |
UNCH |
0.00% |
| Private Ocean LLC |
620 |
620 |
UNCH |
0.00% |
| MV Capital Management Inc. |
1,435 |
1,435 |
UNCH |
0.00% |
| Inspirion Wealth Advisors LLC |
4,616 |
4,616 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
1,420 |
1,420 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
2,150 |
2,150 |
UNCH |
0.00% |
| Founders Capital Management |
341 |
341 |
UNCH |
0.00% |
| Security National Bank |
2,265 |
2,265 |
UNCH |
0.00% |
| Rainey & Randall Investment Management Inc. |
2,309 |
2,309 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
28 |
28 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
280 |
280 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
54 |
54 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
17,169 |
17,169 |
UNCH |
0.00% |
| Compton Wealth Advisory Group LLC |
1,845 |
1,845 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
3,119 |
3,119 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
7,500 |
7,500 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
1,252 |
1,252 |
UNCH |
0.00% |
| AWM Capital LLC |
4,718 |
4,718 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
375 |
375 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
174 |
174 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
2 |
2 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
40 |
40 |
UNCH |
0.00% |
| Allspring Global Investments Holdings LLC |
390 |
390 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
1,807 |
1,807 |
UNCH |
0.00% |
| HFG Advisors Inc. |
1,610 |
1,610 |
UNCH |
0.00% |
| Horizons Wealth Management |
270 |
270 |
UNCH |
0.00% |
| Breakwater Capital Group |
2,665 |
2,665 |
UNCH |
0.00% |
| Park Edge Advisors LLC |
2,600 |
2,600 |
UNCH |
0.00% |
| Halpern Financial Inc. |
8,669 |
8,669 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
1,041 |
1,041 |
UNCH |
0.00% |
| 13F Filers Decreasing IJT Share Count |
|---|
| Alaska Permanent Fund Corp |
295,897 |
41,459 |
-254,438 |
-85.99% |
| Baldwin Brothers Inc. MA |
806 |
120 |
-686 |
-85.11% |
| Atticus Wealth Management LLC |
99 |
26 |
-73 |
-73.74% |
| Legend Financial Advisors Inc. |
63 |
18 |
-45 |
-71.43% |
| Whitaker Myers Wealth Managers LTD. |
12,839 |
6,179 |
-6,660 |
-51.87% |
| Guidance Capital Inc. |
7,261 |
4,454 |
-2,807 |
-38.66% |
| Slow Capital Inc. |
10,532 |
6,502 |
-4,030 |
-38.26% |
| Chemung Canal Trust Co. |
2,498 |
1,822 |
-676 |
-27.06% |
| Norway Savings Bank |
2,610 |
1,936 |
-674 |
-25.82% |
| AdvisorNet Financial Inc |
8,906 |
6,805 |
-2,101 |
-23.59% |
| Raymond James Financial Services Advisors Inc. |
243,271 |
194,646 |
-48,625 |
-19.99% |
| First Hawaiian Bank |
31,649 |
26,194 |
-5,455 |
-17.24% |
| MCF Advisors LLC |
7,184 |
5,969 |
-1,215 |
-16.91% |
| Evergreen Private Wealth LLC |
2,810 |
2,392 |
-418 |
-14.88% |
| Moisand Fitzgerald Tamayo LLC |
441 |
376 |
-65 |
-14.74% |
| Calton & Associates Inc. |
5,188 |
4,682 |
-506 |
-9.75% |
| Patriot Investment Management Inc. |
7,611 |
6,873 |
-738 |
-9.70% |
| Sequent Asset Management LLC |
7,920 |
7,255 |
-665 |
-8.40% |
| Richard P Slaughter Associates Inc |
2,517 |
2,307 |
-210 |
-8.34% |
| Nilsine Partners LLC |
2,048 |
1,885 |
-163 |
-7.96% |
| Mather Group LLC. |
1,875 |
1,767 |
-108 |
-5.76% |
| Pinnacle Bank |
510 |
482 |
-28 |
-5.49% |
| Stratos Wealth Partners LTD. |
8,434 |
7,990 |
-444 |
-5.26% |
| Ballentine Partners LLC |
14,290 |
13,560 |
-730 |
-5.11% |
| Fulton Bank N.A. |
3,124 |
2,979 |
-145 |
-4.64% |
| Valeo Financial Advisors LLC |
4,952 |
4,755 |
-197 |
-3.98% |
| SOA Wealth Advisors LLC. |
65,430 |
63,084 |
-2,346 |
-3.59% |
| Financial Management Network Inc. |
8,274 |
8,046 |
-228 |
-2.76% |
| Massmutual Trust Co. FSB ADV |
854 |
832 |
-22 |
-2.58% |
| Montecito Bank & Trust |
5,673 |
5,528 |
-145 |
-2.56% |
| Summit Financial Group Inc. |
2,390 |
2,330 |
-60 |
-2.51% |
| Raymond James & Associates |
149,033 |
146,093 |
-2,940 |
-1.97% |
| Ironwood Financial llc |
13,609 |
13,353 |
-256 |
-1.88% |
| Wealth Enhancement Advisory Services LLC |
54,324 |
53,527 |
-797 |
-1.47% |
| Dynamic Advisor Solutions LLC |
3,903 |
3,872 |
-31 |
-0.79% |
| Total Wealth Planning LLC |
4,517 |
4,489 |
-28 |
-0.62% |
| Ellis Investment Partners LLC |
5,471 |
5,450 |
-21 |
-0.38% |
| Dumont & Blake Investment Advisors LLC |
36,521 |
36,419 |
-102 |
-0.28% |
| Park Place Capital Corp |
11,970 |
11,948 |
-22 |
-0.18% |
| Cottage Street Advisors LLC |
51,760 |
51,676 |
-84 |
-0.16% |
| 13F Filers Exiting IJT |
|---|
| Trifecta Capital Advisors LLC |
300 |
0 |
-300 |
-100.00% |
| International Assets Investment Management LLC |
31,252 |
0 |
-31,252 |
-100.00% |
| Tsfg LLC |
124 |
0 |
-124 |
-100.00% |
| Apexium Financial LP |
1,905 |
0 |
-1,905 |
-100.00% |
| Kovack Advisors Inc. |
1,747 |
0 |
-1,747 |
-100.00% |
| Bourgeon Capital Management LLC |
405 |
0 |
-405 |
-100.00% |
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