HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IOO Share Count | ||||
| Mather Group LLC. | 4,596 | 9,934 | +5,338 | +116.14% |
| Amplius Wealth Advisors LLC | 724,233 | 901,175 | +176,942 | +24.43% |
| Ausdal Financial Partners Inc. | 3,969 | 4,378 | +409 | +10.30% |
| Cedar Brook Financial Partners LLC | 42,468 | 46,608 | +4,140 | +9.75% |
| Wealth Enhancement Advisory Services LLC | 151,320 | 158,616 | +7,296 | +4.82% |
| OneAscent Wealth Management LLC | 5,460 | 5,599 | +139 | +2.55% |
| Unique Wealth LLC | 6,248 | 6,403 | +155 | +2.48% |
| Kingswood Wealth Advisors LLC | 40,490 | 41,330 | +840 | +2.07% |
| CWM LLC | 1,175 | 1,196 | +21 | +1.79% |
| Tower Wealth Partners Inc. | 123,475 | 124,220 | +745 | +0.60% |
| 13F Filers Reporting New Positions In IOO | ||||
| Fifth Third Securities Inc. | 0 | 3,635 | +3,635 | +100% |
| First Financialcorp IN | 0 | 38 | +38 | +100% |
| NBC Securities Inc. | 0 | 63 | +63 | +100% |
| Richardson Capital Management LLC | 0 | 338 | +338 | +100% |
| Affiance Financial LLC | 0 | 2,441 | +2,441 | +100% |
| Future Financial Wealth Managment LLC | 0 | 2,452 | +2,452 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| ST Germain D J Co. Inc. | 58 | 58 | UNCH | 0.00% |
| Dynamic Advisor Solutions LLC | 4,408 | 4,408 | UNCH | 0.00% |
| Curbstone Financial Management Corp | 20,080 | 20,080 | UNCH | 0.00% |
| Flagship Harbor Advisors LLC | 12,156 | 12,156 | UNCH | 0.00% |
| Legacy Financial Strategies LLC | 6,518 | 6,518 | UNCH | 0.00% |
| Independence Bank of Kentucky | 90 | 90 | UNCH | 0.00% |
| BCS Wealth Management | 7,673 | 7,673 | UNCH | 0.00% |
| Montis Financial LLC | 6,762 | 6,762 | UNCH | 0.00% |
| Lane & Associates LLC | 3,656 | 3,656 | UNCH | 0.00% |
| 13F Filers Decreasing IOO Share Count | ||||
| Sound Income Strategies LLC | 447 | 34 | -413 | -92.39% |
| Sunbelt Securities Inc. | 331 | 29 | -302 | -91.24% |
| Stratos Wealth Partners LTD. | 13,921 | 8,974 | -4,947 | -35.54% |
| Mirador Capital Partners LP | 5,945 | 4,667 | -1,278 | -21.50% |
| Tsfg LLC | 1,704 | 1,500 | -204 | -11.97% |
| OLD National Bancorp IN | 1,312,094 | 1,212,409 | -99,685 | -7.60% |
| Thomasville National Bank | 4,813 | 4,497 | -316 | -6.57% |
| OneAscent Financial Services LLC | 10,092 | 9,594 | -498 | -4.93% |
| Daymark Wealth Partners LLC | 4,700 | 4,485 | -215 | -4.57% |
| Weaver Consulting Group | 5,552 | 5,316 | -236 | -4.25% |
| RDA Financial Network | 25,312 | 24,586 | -726 | -2.87% |
| 180 Wealth Advisors LLC | 50,120 | 48,819 | -1,301 | -2.60% |
| EWG Elevate Inc. | 11,447 | 11,275 | -172 | -1.50% |
| RFG Advisory LLC | 7,516 | 7,405 | -111 | -1.48% |
| Powell Investment Advisors LLC | 11,302 | 11,189 | -113 | -1.00% |
| Summit Financial Group Inc. | 3,255 | 3,230 | -25 | -0.77% |
| Capital Advisors Ltd. LLC | 52,325 | 52,296 | -29 | -0.06% |
| 13F Filers Exiting IOO | ||||
| Ignite Planners LLC | 5,539 | 0 | -5,539 | -100.00% |
| International Assets Investment Management LLC | 43,078 | 0 | -43,078 | -100.00% |
| Calton & Associates Inc. | 2,851 | 0 | -2,851 | -100.00% |
See Summary: Institutional Holders of IOO
See Details: Top 10 Hedge Funds Holding IOO
