HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing INTF Share Count | ||||
| Halbert Hargrove Global Advisors LLC | 543,721 | 724,813 | +181,092 | +33.31% |
| Acropolis Investment Management LLC | 171,979 | 195,431 | +23,452 | +13.64% |
| Inscription Capital LLC | 14,715 | 15,705 | +990 | +6.73% |
| Thrive Wealth Management LLC | 380,226 | 399,906 | +19,680 | +5.18% |
| Raymond James & Associates | 870,581 | 902,407 | +31,826 | +3.66% |
| Global Retirement Partners LLC | 442 | 455 | +13 | +2.94% |
| AdvisorNet Financial Inc | 5,330 | 5,463 | +133 | +2.50% |
| Cedar Brook Financial Partners LLC | 85,296 | 86,799 | +1,503 | +1.76% |
| Sage Mountain Advisors LLC | 42,052 | 42,412 | +360 | +0.86% |
| Park Avenue Securities LLC | 9,839 | 9,906 | +67 | +0.68% |
| 13F Filers Reporting New Positions In INTF | ||||
| Cambridge Investment Research Advisors Inc. | 0 | 8,783 | +8,783 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 13,500 | +13,500 | +100% |
| City State Bank | 0 | 143 | +143 | +100% |
| Edge Financial Advisors LLC | 0 | 38,912 | +38,912 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 1,046 | 1,046 | UNCH | 0.00% |
| Baker Ellis Asset Management LLC | 31,800 | 31,800 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 15,699 | 15,699 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 197 | 197 | UNCH | 0.00% |
| LexAurum Advisors LLC | 15,741 | 15,741 | UNCH | 0.00% |
| Pflug Koory LLC | 500 | 500 | UNCH | 0.00% |
| Summit Financial LLC | 26,432 | 26,432 | UNCH | 0.00% |
| ForthRight Wealth Management LLC | 12,014 | 12,014 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 1,576 | 1,576 | UNCH | 0.00% |
| Rockwood Wealth Management LLC | 10,000 | 10,000 | UNCH | 0.00% |
| GAMMA Investing LLC | 1,006 | 1,006 | UNCH | 0.00% |
| 13F Filers Decreasing INTF Share Count | ||||
| Orgel Wealth Management LLC | 14,056 | 8,691 | -5,365 | -38.17% |
| CWM LLC | 1,567,231 | 1,245,869 | -321,362 | -20.51% |
| Phillips Financial Management LLC | 590,923 | 533,232 | -57,691 | -9.76% |
| EWG Elevate Inc. | 21,935 | 20,721 | -1,214 | -5.53% |
| Foster & Motley Inc. | 591,761 | 579,411 | -12,350 | -2.09% |
| Aspire Private Capital LLC | 262 | 259 | -3 | -1.15% |
| Lincoln Capital Corp | 138,367 | 137,693 | -674 | -0.49% |
| Arden Trust Co | 981,480 | 979,984 | -1,496 | -0.15% |
| 13F Filers Exiting INTF | ||||
| BKM Wealth Management LLC | 525 | 0 | -525 | -100.00% |
| Tennessee Valley Asset Management Partners | 3,096 | 0 | -3,096 | -100.00% |
See Summary: Institutional Holders of INTF
See Details: Top 10 Hedge Funds Holding INTF
