HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ILCB Share Count | ||||
| Strategic Blueprint LLC | 7,230 | 8,930 | +1,700 | +23.51% |
| Chapin Davis Inc. | 7,663 | 7,884 | +221 | +2.88% |
| Cambridge Investment Research Advisors Inc. | 37,996 | 39,065 | +1,069 | +2.81% |
| Westside Investment Management Inc. | 221 | 222 | +1 | +0.45% |
| Coston McIsaac & Partners | 602 | 604 | +2 | +0.33% |
| Dentgroup LLC | 15,475 | 15,520 | +45 | +0.29% |
| Tsfg LLC | 1,106 | 1,109 | +3 | +0.27% |
| PSI Advisors LLC | 894 | 896 | +2 | +0.22% |
| Raymond James & Associates | 5,625 | 5,636 | +11 | +0.20% |
| 13F Filers Reporting New Positions In ILCB | ||||
| Mather Group LLC. | 0 | 1,162 | +1,162 | +100% |
| TAP Consulting LLC | 0 | 3,006 | +3,006 | +100% |
| Coastal Investment Advisors Inc. | 0 | 892 | +892 | +100% |
| Focus Financial Network Inc. | 0 | 5,403 | +5,403 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Raymond James Trust N.A. | 3,943 | 3,943 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 2,080 | 2,080 | UNCH | 0.00% |
| Liberty Capital Management Inc. | 12,260 | 12,260 | UNCH | 0.00% |
| Morris Financial Concepts Inc. | 300 | 300 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 3,088 | 3,088 | UNCH | 0.00% |
| Chicago Partners Investment Group LLC | 4,823 | 4,823 | UNCH | 0.00% |
| Cornerstone Wealth Management LLC | 3,340 | 3,340 | UNCH | 0.00% |
| Security National Bank | 1,300 | 1,300 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 346 | 346 | UNCH | 0.00% |
| City State Bank | 1,268 | 1,268 | UNCH | 0.00% |
| Silvia Mccoll Wealth Management LLC | 19,315 | 19,315 | UNCH | 0.00% |
| Financial Perspectives Inc | 268 | 268 | UNCH | 0.00% |
| Harbour Trust & Investment Management Co | 5,862 | 5,862 | UNCH | 0.00% |
| 13F Filers Decreasing ILCB Share Count | ||||
| SeaCrest Wealth Management LLC | 18,549 | 9,868 | -8,681 | -46.80% |
| Signature Securities Group Corporation | 8,431 | 5,594 | -2,837 | -33.65% |
| CWM LLC | 9,009 | 7,272 | -1,737 | -19.28% |
| Fifth Third Bancorp | 625 | 520 | -105 | -16.80% |
| West Coast Financial LLC | 27,453 | 23,211 | -4,242 | -15.45% |
| Raymond James Financial Services Advisors Inc. | 29,389 | 26,203 | -3,186 | -10.84% |
| Benchmark Wealth Management LLC | 70,429 | 66,700 | -3,729 | -5.29% |
| Rockland Trust Co. | 10,835 | 10,669 | -166 | -1.53% |
| Aurora Private Wealth Inc. | 3,742 | 3,685 | -57 | -1.52% |
| Wealth Enhancement Advisory Services LLC | 215,199 | 212,515 | -2,684 | -1.25% |
| Richard P Slaughter Associates Inc | 6,248 | 6,187 | -61 | -0.98% |
| Global Retirement Partners LLC | 23,007 | 22,875 | -132 | -0.57% |
| Red Tortoise LLC | 7,346 | 7,315 | -31 | -0.42% |
| 13F Filers Exiting ILCB | ||||
| SOA Wealth Advisors LLC. | 1,228 | 0 | -1,228 | -100.00% |
| International Assets Investment Management LLC | 12,363 | 0 | -12,363 | -100.00% |
| Strategic Investment Advisors MI | 3,598 | 0 | -3,598 | -100.00% |
See Summary: Institutional Holders of ILCB
See Details: Top 10 Hedge Funds Holding ILCB
