HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ISTB Share Count | ||||
| MJP Associates Inc. ADV | 24,366 | 103,231 | +78,865 | +323.67% |
| Pacifica Partners Inc. | 513 | 1,038 | +525 | +102.34% |
| MKT Advisors LLC | 16,828 | 25,086 | +8,258 | +49.07% |
| Affinity Capital Advisors LLC | 7,600 | 11,092 | +3,492 | +45.95% |
| Traynor Capital Management Inc. | 4,274 | 6,076 | +1,802 | +42.16% |
| Wealth Enhancement Advisory Services LLC | 40,570 | 49,220 | +8,650 | +21.32% |
| Bank of New Hampshire | 636 | 745 | +109 | +17.14% |
| Northwest Capital Management Inc | 8,747 | 10,011 | +1,264 | +14.45% |
| Aviance Capital Partners LLC | 6,898 | 7,822 | +924 | +13.40% |
| Prosperity Planning Inc. | 648,825 | 707,307 | +58,482 | +9.01% |
| Hoxton Planning & Management LLC | 116,454 | 125,251 | +8,797 | +7.55% |
| CWM LLC | 15,713 | 16,798 | +1,085 | +6.91% |
| Baker Ellis Asset Management LLC | 83,950 | 89,650 | +5,700 | +6.79% |
| Prairieview Wealth Partners LLC | 162,511 | 171,149 | +8,638 | +5.32% |
| Sterling Investment Advisors LLC ADV | 116,186 | 120,974 | +4,788 | +4.12% |
| Columbus Macro LLC | 33,167 | 34,404 | +1,237 | +3.73% |
| Rooted Wealth Advisors Inc. | 94,047 | 97,141 | +3,094 | +3.29% |
| First PREMIER Bank | 24,573 | 25,333 | +760 | +3.09% |
| Omega Financial Group LLC | 232,984 | 240,000 | +7,016 | +3.01% |
| Stratos Wealth Partners LTD. | 5,035 | 5,170 | +135 | +2.68% |
| Capital Insight Partners LLC | 300,225 | 308,062 | +7,837 | +2.61% |
| Cranbrook Wealth Management LLC | 170,944 | 174,971 | +4,027 | +2.36% |
| Maltin Wealth Management Inc. | 18,901 | 19,215 | +314 | +1.66% |
| Quad Cities Investment Group LLC | 16,197 | 16,460 | +263 | +1.62% |
| City Holding Co. | 43,899 | 44,522 | +623 | +1.42% |
| Patriot Investment Management Inc. | 5,202 | 5,262 | +60 | +1.15% |
| Morris Financial Concepts Inc. | 146,294 | 147,657 | +1,363 | +0.93% |
| Courage Miller Partners LLC | 478,105 | 482,389 | +4,284 | +0.90% |
| First Hawaiian Bank | 85,186 | 85,675 | +489 | +0.57% |
| Mather Group LLC. | 105,224 | 105,758 | +534 | +0.51% |
| KMG Fiduciary Partners LLC | 34,465 | 34,608 | +143 | +0.41% |
| Salem Investment Counselors Inc. | 8,993 | 9,022 | +29 | +0.32% |
| Wiley BROS. Aintree Capital LLC | 6,037 | 6,043 | +6 | +0.10% |
| 13F Filers Reporting New Positions In ISTB | ||||
| Spirit of America Management Corp NY | 0 | 1,350 | +1,350 | +100% |
| Financial Management Professionals Inc. | 0 | 134 | +134 | +100% |
| Security National Bank | 0 | 1,953 | +1,953 | +100% |
| Sound Income Strategies LLC | 0 | 24 | +24 | +100% |
| Berger Financial Group Inc | 0 | 23,358 | +23,358 | +100% |
| Cyndeo Wealth Partners LLC | 0 | 29,036 | +29,036 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 1,385 | 1,385 | UNCH | 0.00% |
| Legacy Private Trust Co. | 57,893 | 57,893 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 243 | 243 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 20 | 20 | UNCH | 0.00% |
| MV Capital Management Inc. | 13 | 13 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 600 | 600 | UNCH | 0.00% |
| Arbor Trust Wealth Advisors LLC | 4,810 | 4,810 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 3 | 3 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 5 | 5 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 45 | 45 | UNCH | 0.00% |
| Arlington Trust Co LLC | 10,900 | 10,900 | UNCH | 0.00% |
| Williams & Novak LLC | 98,967 | 98,967 | UNCH | 0.00% |
| PFS Partners LLC | 5,432 | 5,432 | UNCH | 0.00% |
| Priebe Wealth Holdings LLC | 6,115 | 6,115 | UNCH | 0.00% |
| 13F Filers Decreasing ISTB Share Count | ||||
| Financial Synergies Wealth Advisors Inc. | 228,693 | 65,282 | -163,411 | -71.45% |
| Garrett Investment Advisors LLC | 332,976 | 98,618 | -234,358 | -70.38% |
| Smith & Howard Wealth Management LLC | 33,384 | 15,121 | -18,263 | -54.71% |
| Northwest Investment Counselors LLC | 6,631 | 3,988 | -2,643 | -39.86% |
| Dynamic Advisor Solutions LLC | 135,375 | 92,435 | -42,940 | -31.72% |
| Miracle Mile Advisors LLC | 164,319 | 112,432 | -51,887 | -31.58% |
| Stephens Consulting LLC | 12,880 | 8,858 | -4,022 | -31.23% |
| Opal Wealth Advisors LLC | 435,864 | 306,441 | -129,423 | -29.69% |
| Sunburst Financial Group LLC | 37,087 | 26,473 | -10,614 | -28.62% |
| Park Avenue Securities LLC | 20,454 | 16,589 | -3,865 | -18.90% |
| High Net Worth Advisory Group LLC | 8,820 | 7,218 | -1,602 | -18.16% |
| Maryland Capital Advisors Inc. | 165,447 | 138,799 | -26,648 | -16.11% |
| Founders Financial Securities LLC | 324,735 | 273,817 | -50,918 | -15.68% |
| Aspiriant LLC | 17,576 | 15,015 | -2,561 | -14.57% |
| Evensky & Katz LLC | 12,762 | 11,670 | -1,092 | -8.56% |
| Vicus Capital | 23,966 | 22,468 | -1,498 | -6.25% |
| Capital Market Strategies LLC | 10,650 | 10,007 | -643 | -6.04% |
| Burkett Financial Services LLC | 4,460 | 4,282 | -178 | -3.99% |
| LVZ Advisors Inc. | 9,490 | 9,339 | -151 | -1.59% |
| International Assets Investment Management LLC | 11,921 | 11,797 | -124 | -1.04% |
| Bluestem Financial Advisors LLC | 164,088 | 162,390 | -1,698 | -1.03% |
| Arkansas Financial Group Inc. | 177,184 | 176,516 | -668 | -0.38% |
| Rise Advisors LLC | 8,790 | 8,777 | -13 | -0.15% |
| 13F Filers Exiting ISTB | ||||
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,327 | 0 | -4,327 | -100.00% |
See Summary: Institutional Holders of ISTB
See Details: Top 10 Hedge Funds Holding ISTB
