HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IP Share Count | ||||
| Brookstone Capital Management | 13,518 | 251,355 | +237,837 | +1759.41% |
| MCF Advisors LLC | 57 | 681 | +624 | +1094.74% |
| Lloyd Advisory Services LLC. | 6,131 | 35,030 | +28,899 | +471.36% |
| Tompkins Financial Corp | 1,350 | 3,350 | +2,000 | +148.15% |
| Financial Management Professionals Inc. | 52 | 103 | +51 | +98.08% |
| Sound Income Strategies LLC | 263 | 507 | +244 | +92.78% |
| Exchange Traded Concepts LLC | 104 | 163 | +59 | +56.73% |
| Asset Dedication LLC | 579 | 846 | +267 | +46.11% |
| Stratos Wealth Partners LTD. | 8,081 | 11,328 | +3,247 | +40.18% |
| New Mexico Educational Retirement Board | 18,102 | 22,502 | +4,400 | +24.31% |
| OLD National Bancorp IN | 15,831 | 19,229 | +3,398 | +21.46% |
| Patten Group Inc. | 6,145 | 7,349 | +1,204 | +19.59% |
| Massmutual Trust Co. FSB ADV | 762 | 906 | +144 | +18.90% |
| Cedar Mountain Advisors LLC | 345 | 404 | +59 | +17.10% |
| Wealth Enhancement Advisory Services LLC | 129,054 | 144,721 | +15,667 | +12.14% |
| GoalVest Advisory LLC | 29,748 | 31,134 | +1,386 | +4.66% |
| 180 Wealth Advisors LLC | 7,527 | 7,845 | +318 | +4.22% |
| Versant Capital Management Inc | 78 | 81 | +3 | +3.85% |
| Kwmg LLC | 127,688 | 132,454 | +4,766 | +3.73% |
| Gulf International Bank UK Ltd | 28,310 | 29,040 | +730 | +2.58% |
| Trust Co | 427 | 437 | +10 | +2.34% |
| Butensky & Cohen Financial Security Inc. | 109,111 | 111,309 | +2,198 | +2.01% |
| Daymark Wealth Partners LLC | 77,942 | 79,469 | +1,527 | +1.96% |
| Unison Advisors LLC | 55,052 | 56,065 | +1,013 | +1.84% |
| Grimes & Company Inc. | 10,052 | 10,145 | +93 | +0.93% |
| Rise Advisors LLC | 118 | 119 | +1 | +0.85% |
| Barrett & Company Inc. | 898 | 904 | +6 | +0.67% |
| Stephenson National Bank & Trust | 6,692 | 6,726 | +34 | +0.51% |
| Czech National Bank | 60,602 | 60,897 | +295 | +0.49% |
| Home Federal Bank of Tennessee | 28,133 | 28,158 | +25 | +0.09% |
| 13F Filers Reporting New Positions In IP | ||||
| West Paces Advisors Inc. | 0 | 0 | UNCH | 100% |
| Los Angeles Capital Management & Equity Research Inc. | 0 | 33,620 | +33,620 | +100% |
| WBH Advisory Inc. | 0 | 5,357 | +5,357 | +100% |
| Mather Group LLC. | 0 | 2,461 | +2,461 | +100% |
| Riverview Trust Co | 0 | 433 | +433 | +100% |
| Symmetry Partners LLC | 0 | 14,073 | +14,073 | +100% |
| Future Financial Wealth Managment LLC | 0 | 1,652 | +1,652 | +100% |
| Register Financial Advisors LLC | 0 | 1,873 | +1,873 | +100% |
| PFS Partners LLC | 0 | 250 | +250 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 2,424 | 2,424 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 10 | 10 | UNCH | 0.00% |
| Guyasuta Investment Advisors Inc. | 6,767 | 6,767 | UNCH | 0.00% |
| Norwood Financial Corp | 3,130 | 3,130 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 10 | 10 | UNCH | 0.00% |
| Adirondack Trust Co. | 320 | 320 | UNCH | 0.00% |
| M&R Capital Management Inc. | 172 | 172 | UNCH | 0.00% |
| Webster Bank N. A. | 1,095 | 1,095 | UNCH | 0.00% |
| Bangor Savings Bank | 300 | 300 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 100 | 100 | UNCH | 0.00% |
| Welch Group LLC | 5,796 | 5,796 | UNCH | 0.00% |
| Cohen Klingenstein LLC | 10,500 | 10,500 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 512 | 512 | UNCH | 0.00% |
| Alaska Permanent Fund Corp | 8,276 | 8,276 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 48 | 48 | UNCH | 0.00% |
| Tarbox Family Office Inc. | 10,209 | 10,209 | UNCH | 0.00% |
| Private Ocean LLC | 83 | 83 | UNCH | 0.00% |
| Perpetual Ltd | 14,700 | 14,700 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 90 | 90 | UNCH | 0.00% |
| Founders Capital Management | 300 | 300 | UNCH | 0.00% |
| Pflug Koory LLC | 60 | 60 | UNCH | 0.00% |
| Pacifica Partners Inc. | 500 | 500 | UNCH | 0.00% |
| S.A. Mason LLC | 2,400 | 2,400 | UNCH | 0.00% |
| CVA Family Office LLC | 760 | 760 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 1 | 1 | UNCH | 0.00% |
| Bank of New Hampshire | 920 | 920 | UNCH | 0.00% |
| City State Bank | 325 | 325 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 996 | 996 | UNCH | 0.00% |
| Trifecta Capital Advisors LLC | 19 | 19 | UNCH | 0.00% |
| Compass Wealth Management LLC | 550 | 550 | UNCH | 0.00% |
| Peoples Bank KS | 2,000 | 2,000 | UNCH | 0.00% |
| Bruce G. Allen Investments LLC | 599 | 599 | UNCH | 0.00% |
| Financial Synergies Wealth Advisors Inc. | 784 | 784 | UNCH | 0.00% |
| 13F Filers Decreasing IP Share Count | ||||
| International Assets Investment Management LLC | 184,566 | 10,405 | -174,161 | -94.36% |
| AdvisorNet Financial Inc | 105 | 39 | -66 | -62.86% |
| Fortitude Family Office LLC | 224 | 106 | -118 | -52.68% |
| Davis Capital Management | 5,112 | 2,575 | -2,537 | -49.63% |
| Independence Bank of Kentucky | 3,186 | 1,675 | -1,511 | -47.43% |
| DNB Asset Management AS | 81,125 | 53,192 | -27,933 | -34.43% |
| Acropolis Investment Management LLC | 5,358 | 3,566 | -1,792 | -33.45% |
| Lynch & Associates IN | 17,850 | 13,871 | -3,979 | -22.29% |
| GAMMA Investing LLC | 1,699 | 1,335 | -364 | -21.42% |
| Sunbelt Securities Inc. | 23,935 | 19,233 | -4,702 | -19.64% |
| Cedrus LLC | 11,303 | 9,334 | -1,969 | -17.42% |
| Ignite Planners LLC | 17,513 | 14,475 | -3,038 | -17.35% |
| CWM LLC | 17,615 | 15,043 | -2,572 | -14.60% |
| Key Client Fiduciary Advisors LLC | 14,699 | 12,992 | -1,707 | -11.61% |
| Meyer Handelman Co. | 214,426 | 197,884 | -16,542 | -7.71% |
| Cooper Financial Group | 11,063 | 10,234 | -829 | -7.49% |
| Kingswood Wealth Advisors LLC | 16,953 | 15,723 | -1,230 | -7.26% |
| Atlas Brown Inc. | 7,761 | 7,235 | -526 | -6.78% |
| Stanley Laman Group Ltd. | 21,435 | 20,185 | -1,250 | -5.83% |
| Hartford Investment Management Co. | 23,309 | 22,266 | -1,043 | -4.47% |
| Romano Brothers AND Company | 73,078 | 71,106 | -1,972 | -2.70% |
| Park Avenue Securities LLC | 54,303 | 53,004 | -1,299 | -2.39% |
| Sawyer & Company Inc | 12,728 | 12,465 | -263 | -2.07% |
| NorthCrest Asset Manangement LLC | 18,165 | 17,840 | -325 | -1.79% |
| 13F Filers Exiting IP | ||||
| Richard P Slaughter Associates Inc | 65,101 | 0 | -65,101 | -100.00% |
| Symphony Financial Ltd. Co. | 20,927 | 0 | -20,927 | -100.00% |
| Banque Cantonale Vaudoise | 41,147 | 0 | -41,147 | -100.00% |
| Occidental Asset Management LLC | 40,030 | 0 | -40,030 | -100.00% |
| American National Bank | 19 | 0 | -19 | -100.00% |
| ST Germain D J Co. Inc. | 369 | 0 | -369 | -100.00% |
See Summary: Institutional Holders of IP
See Details: Top 10 Hedge Funds Holding IP
Also See: IP Insider Buying
