HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IMCG Share Count | ||||
| Sunbelt Securities Inc. | 274 | 1,098 | +824 | +300.73% |
| M&R Capital Management Inc. | 115 | 406 | +291 | +253.04% |
| Ausdal Financial Partners Inc. | 10,111 | 13,223 | +3,112 | +30.78% |
| Verde Capital Management | 33,876 | 42,797 | +8,921 | +26.33% |
| Wealth Enhancement Advisory Services LLC | 60,580 | 76,480 | +15,900 | +26.25% |
| Signal Advisors Wealth LLC | 5,343 | 6,739 | +1,396 | +26.13% |
| Ridgewood Investments LLC | 7,763 | 8,524 | +761 | +9.80% |
| Ignite Planners LLC | 26,147 | 28,350 | +2,203 | +8.43% |
| Cedrus LLC | 84,414 | 90,451 | +6,037 | +7.15% |
| Capital Asset Advisory Services LLC | 12,703 | 13,510 | +807 | +6.35% |
| Means Investment CO. Inc. | 4,135 | 4,393 | +258 | +6.24% |
| LexAurum Advisors LLC | 5,534 | 5,727 | +193 | +3.49% |
| Scott Capital Advisors LLC | 145,682 | 150,175 | +4,493 | +3.08% |
| PFS Partners LLC | 87,911 | 90,133 | +2,222 | +2.53% |
| CWM LLC | 87,055 | 88,980 | +1,925 | +2.21% |
| WealthCare Investment Partners LLC | 4,018 | 4,094 | +76 | +1.89% |
| AdvisorNet Financial Inc | 18,926 | 19,063 | +137 | +0.72% |
| Fifth Third Securities Inc. | 9,678 | 9,716 | +38 | +0.39% |
| Tsfg LLC | 508 | 509 | +1 | +0.20% |
| Key Client Fiduciary Advisors LLC | 6,075 | 6,086 | +11 | +0.18% |
| Mayfair Advisory Group LLC | 4,320 | 4,326 | +6 | +0.14% |
| 13F Filers Reporting New Positions In IMCG | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 6,644 | +6,644 | +100% |
| Founders Financial Securities LLC | 0 | 11,542 | +11,542 | +100% |
| Evanson Asset Management LLC | 0 | 3,000 | +3,000 | +100% |
| Stratos Wealth Advisors LLC | 0 | 9,620 | +9,620 | +100% |
| Kingswood Wealth Advisors LLC | 0 | 6,035 | +6,035 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbor Investment Advisory LLC | 10,930 | 10,930 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 906 | 906 | UNCH | 0.00% |
| MCF Advisors LLC | 550 | 550 | UNCH | 0.00% |
| Burt Wealth Advisors | 8,388 | 8,388 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 774 | 774 | UNCH | 0.00% |
| Arden Trust Co | 26,661 | 26,661 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 132 | 132 | UNCH | 0.00% |
| Falcon Wealth Planning | 8,018 | 8,018 | UNCH | 0.00% |
| AFG Fiduciary Services Limited Partnership | 6,750 | 6,750 | UNCH | 0.00% |
| City State Bank | 2,148 | 2,148 | UNCH | 0.00% |
| High Net Worth Advisory Group LLC | 4,500 | 4,500 | UNCH | 0.00% |
| Davis Investment Partners LLC | 6,300 | 6,300 | UNCH | 0.00% |
| Kaydan Wealth Management Inc. | 4,950 | 4,950 | UNCH | 0.00% |
| Strategic Advocates LLC | 3,237 | 3,237 | UNCH | 0.00% |
| 13F Filers Decreasing IMCG Share Count | ||||
| Fermata Advisors LLC | 59,468 | 33,150 | -26,318 | -44.26% |
| St. Johns Investment Management Company LLC | 1,213 | 900 | -313 | -25.80% |
| Integrated Investment Consultants LLC | 139,167 | 104,152 | -35,015 | -25.16% |
| Orgel Wealth Management LLC | 414,243 | 337,466 | -76,777 | -18.53% |
| Signature Securities Group Corporation | 10,249 | 8,389 | -1,860 | -18.15% |
| NBC Securities Inc. | 806 | 726 | -80 | -9.93% |
| Park Avenue Securities LLC | 35,902 | 34,090 | -1,812 | -5.05% |
| Steele Capital Management Inc. | 169,608 | 165,467 | -4,141 | -2.44% |
| Courage Miller Partners LLC | 28,369 | 27,916 | -453 | -1.60% |
| Whitaker Myers Wealth Managers LTD. | 27,004 | 26,622 | -382 | -1.41% |
| LongView Wealth Management | 6,338 | 6,307 | -31 | -0.49% |
| 13F Filers Exiting IMCG | ||||
| International Assets Investment Management LLC | 4,963 | 0 | -4,963 | -100.00% |
| Stratos Wealth Partners LTD. | 4,938 | 0 | -4,938 | -100.00% |
| SMI Advisory Services LLC | 5,219 | 0 | -5,219 | -100.00% |
See Summary: Institutional Holders of IMCG
See Details: Top 10 Hedge Funds Holding IMCG
