HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IUSB Share Count | ||||
| Quattro Financial Advisors LLC | 46 | 157,468 | +157,422 | +342221.74% |
| Legacy Financial Group LLC | 13,228 | 519,691 | +506,463 | +3828.72% |
| Claro Advisors LLC | 5,377 | 131,484 | +126,107 | +2345.30% |
| Tsfg LLC | 5,435 | 126,427 | +120,992 | +2226.16% |
| Miracle Mile Advisors LLC | 20,052 | 410,851 | +390,799 | +1948.93% |
| Cyndeo Wealth Partners LLC | 6,698 | 79,125 | +72,427 | +1081.32% |
| Leonard Rickey Investment Advisors P.L.L.C. | 41,255 | 233,119 | +191,864 | +465.07% |
| Clearview Wealth Advisors LLC | 28,932 | 117,643 | +88,711 | +306.62% |
| Wiley BROS. Aintree Capital LLC | 7,159 | 17,475 | +10,316 | +144.10% |
| Sutton Place Investors LLC | 30,559 | 59,179 | +28,620 | +93.65% |
| Dentgroup LLC | 17,466 | 32,463 | +14,997 | +85.86% |
| Steel Peak Wealth Management LLC | 548,232 | 990,839 | +442,607 | +80.73% |
| Austin Private Wealth LLC | 392,019 | 700,250 | +308,231 | +78.63% |
| Signature Securities Group Corporation | 5,939 | 10,139 | +4,200 | +70.72% |
| Daymark Wealth Partners LLC | 11,198 | 18,925 | +7,727 | +69.00% |
| One Wealth Advisors LLC | 285,570 | 479,155 | +193,585 | +67.79% |
| RDA Financial Network | 6,874 | 11,114 | +4,240 | +61.68% |
| Horst & Graben Wealth Management LLC | 511,303 | 820,792 | +309,489 | +60.53% |
| Farmers & Merchants Investments Inc. | 474 | 754 | +280 | +59.07% |
| Ausdal Financial Partners Inc. | 5,255 | 8,246 | +2,991 | +56.92% |
| Apeiron RIA LLC | 166,683 | 259,319 | +92,636 | +55.58% |
| Andina Capital Management LLC | 100,070 | 154,758 | +54,688 | +54.65% |
| Firethorn Wealth Partners LLC | 68,929 | 104,853 | +35,924 | +52.12% |
| AdvisorNet Financial Inc | 69,249 | 104,470 | +35,221 | +50.86% |
| OMNI 360 Wealth Inc. | 19,482 | 29,338 | +9,856 | +50.59% |
| ONE Advisory Partners LLC | 415,197 | 622,320 | +207,123 | +49.89% |
| Pettinga Financial Advisors LLC | 26,436 | 38,673 | +12,237 | +46.29% |
| Stratos Wealth Advisors LLC | 173,939 | 253,561 | +79,622 | +45.78% |
| Sovereign Financial Group Inc. | 39,869 | 58,029 | +18,160 | +45.55% |
| Park Place Capital Corp | 77,657 | 111,989 | +34,332 | +44.21% |
| LexAurum Advisors LLC | 22,737 | 31,739 | +9,002 | +39.59% |
| Park Avenue Securities LLC | 7,836,582 | 10,871,783 | +3,035,201 | +38.73% |
| Ignite Planners LLC | 54,359 | 75,016 | +20,657 | +38.00% |
| Signal Advisors Wealth LLC | 91,955 | 126,824 | +34,869 | +37.92% |
| Sound Income Strategies LLC | 8,763 | 12,073 | +3,310 | +37.77% |
| Bay Harbor Wealth Management LLC | 381,398 | 521,472 | +140,074 | +36.73% |
| Sharkey Howes & Javer | 1,086,383 | 1,476,274 | +389,891 | +35.89% |
| Prosperity Planning Inc. | 10,496 | 14,091 | +3,595 | +34.25% |
| Aspire Private Capital LLC | 40,056 | 53,276 | +13,220 | +33.00% |
| RHS Financial LLC | 19,078 | 25,132 | +6,054 | +31.73% |
| Cypress Wealth Services LLC | 155,603 | 203,152 | +47,549 | +30.56% |
| Fermata Advisors LLC | 4,710 | 6,137 | +1,427 | +30.30% |
| Affinity Capital Advisors LLC | 614,659 | 799,717 | +185,058 | +30.11% |
| Brookstone Capital Management | 471,419 | 604,945 | +133,526 | +28.32% |
| RFG Advisory LLC | 328,035 | 418,720 | +90,685 | +27.64% |
| Trilogy Capital Inc. | 5,897 | 7,393 | +1,496 | +25.37% |
| Northwest Capital Management Inc | 105,889 | 131,668 | +25,779 | +24.35% |
| Hoxton Planning & Management LLC | 279,759 | 347,883 | +68,124 | +24.35% |
| Security Financial Services INC. | 230,213 | 285,228 | +55,015 | +23.90% |
| 180 Wealth Advisors LLC | 6,910 | 8,540 | +1,630 | +23.59% |
| CWM LLC | 16,371,586 | 20,004,086 | +3,632,500 | +22.19% |
| CAP Partners LLC | 27,548 | 33,353 | +5,805 | +21.07% |
| Veracity Capital LLC | 10,751 | 12,902 | +2,151 | +20.01% |
| Twelve Points Wealth Management LLC | 124,774 | 149,610 | +24,836 | +19.90% |
| Range Financial Group LLC | 18,391 | 22,044 | +3,653 | +19.86% |
| Criterion Capital Advisors LLC | 6,989 | 8,376 | +1,387 | +19.85% |
| Cooper Financial Group | 41,233 | 49,360 | +8,127 | +19.71% |
| Tarbox Family Office Inc. | 21,892 | 26,188 | +4,296 | +19.62% |
| PFW Advisors LLC | 116,859 | 136,421 | +19,562 | +16.74% |
| Harbor Investment Advisory LLC | 1,443 | 1,681 | +238 | +16.49% |
| ZRC Wealth Management LLC | 443,224 | 503,212 | +59,988 | +13.53% |
| Raymond James & Associates | 2,094,989 | 2,371,282 | +276,293 | +13.19% |
| Courier Capital LLC | 33,011 | 37,186 | +4,175 | +12.65% |
| Private Ocean LLC | 2,460,176 | 2,757,401 | +297,225 | +12.08% |
| Mosley Wealth Management | 151,666 | 166,492 | +14,826 | +9.78% |
| Valley National Advisers Inc. | 269,551 | 294,293 | +24,742 | +9.18% |
| Hobart Private Capital LLC | 8,643 | 9,414 | +771 | +8.92% |
| Triangle Securities Wealth Management | 148,883 | 161,468 | +12,585 | +8.45% |
| Pallas Capital Advisors LLC | 10,878 | 11,789 | +911 | +8.37% |
| LVW Advisors LLC | 147,966 | 160,269 | +12,303 | +8.31% |
| Royal Fund Management LLC | 100,370 | 108,235 | +7,865 | +7.84% |
| Buttonwood Financial Group LLC | 30,751 | 33,005 | +2,254 | +7.33% |
| City State Bank | 8,227 | 8,805 | +578 | +7.03% |
| Financial Life Advisors | 363,454 | 386,887 | +23,433 | +6.45% |
| Tempus Wealth Planning LLC | 41,077 | 43,510 | +2,433 | +5.92% |
| Morris Financial Concepts Inc. | 19,496 | 20,644 | +1,148 | +5.89% |
| Galvin Gaustad & Stein LLC | 179,399 | 189,826 | +10,427 | +5.81% |
| Patriot Investment Management Inc. | 44,219 | 46,522 | +2,303 | +5.21% |
| Capital Planning LLC | 86,590 | 90,333 | +3,743 | +4.32% |
| Montecito Bank & Trust | 52,669 | 54,894 | +2,225 | +4.22% |
| Keystone Wealth Services LLC | 89,372 | 93,147 | +3,775 | +4.22% |
| Kingswood Wealth Advisors LLC | 11,689 | 12,169 | +480 | +4.11% |
| Dohj LLC | 126,498 | 131,581 | +5,083 | +4.02% |
| Willis Johnson & Associates Inc. | 8,929 | 9,281 | +352 | +3.94% |
| Arden Trust Co | 552,716 | 572,801 | +20,085 | +3.63% |
| Hoese & Co LLP | 113,856 | 117,740 | +3,884 | +3.41% |
| Raymond James Financial Services Advisors Inc. | 605,722 | 622,621 | +16,899 | +2.79% |
| Richard P Slaughter Associates Inc | 22,567 | 23,162 | +595 | +2.64% |
| Burt Wealth Advisors | 17,692 | 18,147 | +455 | +2.57% |
| Columbus Macro LLC | 35,707 | 36,611 | +904 | +2.53% |
| Shira Ridge Wealth Management | 17,200 | 17,624 | +424 | +2.47% |
| FC Advisory LLC | 59,669 | 60,483 | +814 | +1.36% |
| Sunbelt Securities Inc. | 11,913 | 12,037 | +124 | +1.04% |
| Westside Investment Management Inc. | 115,972 | 116,942 | +970 | +0.84% |
| WFA Asset Management Corp | 202 | 203 | +1 | +0.50% |
| Cahaba Wealth Management Inc. | 11,928 | 11,982 | +54 | +0.45% |
| Massmutual Trust Co. FSB ADV | 1,480 | 1,482 | +2 | +0.14% |
| Opal Wealth Advisors LLC | 59,683 | 59,756 | +73 | +0.12% |
| Harbor Group Inc. | 20,537 | 20,551 | +14 | +0.07% |
| NBC Securities Inc. | 3,352 | 3,354 | +2 | +0.06% |
| 13F Filers Reporting New Positions In IUSB | ||||
| First Hawaiian Bank | 0 | 4,443 | +4,443 | +100% |
| American National Bank & Trust Co. VA | 0 | 27,620 | +27,620 | +100% |
| Woodmont Investment Counsel LLC | 0 | 1,751 | +1,751 | +100% |
| Atlas Brown Inc. | 0 | 4,462 | +4,462 | +100% |
| Mather Group LLC. | 0 | 2,616 | +2,616 | +100% |
| Stratos Wealth Partners LTD. | 0 | 62,676 | +62,676 | +100% |
| Capital Asset Advisory Services LLC | 0 | 5,558 | +5,558 | +100% |
| Flagship Harbor Advisors LLC | 0 | 5,044 | +5,044 | +100% |
| Moneywise Inc. | 0 | 78,547 | +78,547 | +100% |
| Aua Capital Management LLC | 0 | 6,994 | +6,994 | +100% |
| 17 Capital Partners LLC | 0 | 11,618 | +11,618 | +100% |
| Francis Financial Inc. | 0 | 5,323 | +5,323 | +100% |
| Outlook Wealth Advisors LLC | 0 | 62,903 | +62,903 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,456 | +1,456 | +100% |
| Atticus Wealth Management LLC | 0 | 34 | +34 | +100% |
| WJ Wealth Management LLC | 0 | 73,245 | +73,245 | +100% |
| CVA Family Office LLC | 0 | 1,969 | +1,969 | +100% |
| KWB Wealth | 0 | 203,746 | +203,746 | +100% |
| Foster Group Inc. | 0 | 42,934 | +42,934 | +100% |
| Piscataqua Savings Bank | 0 | 89 | +89 | +100% |
| Scott Capital Advisors LLC | 0 | 4,751 | +4,751 | +100% |
| Altiora Financial Group LLC | 0 | 4,964 | +4,964 | +100% |
| New Century Financial Group LLC | 0 | 5,458 | +5,458 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Salem Investment Counselors Inc. | 3,961 | 3,961 | UNCH | 0.00% |
| Barrett & Company Inc. | 133 | 133 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 1,975 | 1,975 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 3,071 | 3,071 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 3,843 | 3,843 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 334 | 334 | UNCH | 0.00% |
| MCF Advisors LLC | 1,088 | 1,088 | UNCH | 0.00% |
| Pinnacle Bank | 7,648 | 7,648 | UNCH | 0.00% |
| APCM Wealth Management for Individuals | 97 | 97 | UNCH | 0.00% |
| Versant Capital Management Inc | 233 | 233 | UNCH | 0.00% |
| Evolution Wealth Advisors LLC | 59,603 | 59,603 | UNCH | 0.00% |
| Pacifica Partners Inc. | 237 | 237 | UNCH | 0.00% |
| Lion Street Advisors LLC | 7,250 | 7,250 | UNCH | 0.00% |
| RWM Asset Management LLC | 6,754 | 6,754 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 41 | 41 | UNCH | 0.00% |
| 13F Filers Decreasing IUSB Share Count | ||||
| Fortitude Family Office LLC | 1,012 | 19 | -993 | -98.12% |
| Trust Point Inc. | 253,221 | 5,358 | -247,863 | -97.88% |
| Ehrlich Financial Group | 42,253 | 4,411 | -37,842 | -89.56% |
| Strategic Equity Management | 26,833 | 5,698 | -21,135 | -78.76% |
| Quad Cities Investment Group LLC | 9,346 | 4,689 | -4,657 | -49.83% |
| Panoramic Investment Advisors LLC | 11,193 | 6,287 | -4,906 | -43.83% |
| International Assets Investment Management LLC | 11,255 | 6,533 | -4,722 | -41.95% |
| Dynamic Advisor Solutions LLC | 54,819 | 34,174 | -20,645 | -37.66% |
| Stephens Consulting LLC | 5,057 | 3,636 | -1,421 | -28.10% |
| LongView Wealth Management | 13,080 | 10,345 | -2,735 | -20.91% |
| Wealth Enhancement Advisory Services LLC | 149,956 | 119,866 | -30,090 | -20.07% |
| Apella Capital LLC | 50,609 | 43,886 | -6,723 | -13.28% |
| Private Capital Management LLC | 18,430 | 16,744 | -1,686 | -9.15% |
| Arlington Trust Co LLC | 460 | 426 | -34 | -7.39% |
| Appleton Partners Inc. MA | 33,311 | 31,454 | -1,857 | -5.57% |
| Ashton Thomas Private Wealth LLC | 45,440 | 43,000 | -2,440 | -5.37% |
| Parsons Capital Management Inc. RI | 28,251 | 27,063 | -1,188 | -4.21% |
| Compass Ion Advisors LLC | 1,116,504 | 1,082,888 | -33,616 | -3.01% |
| Fragasso Group Inc. | 22,950 | 22,346 | -604 | -2.63% |
| Aspiriant LLC | 17,706 | 17,245 | -461 | -2.60% |
| Successful Portfolios LLC | 6,852 | 6,690 | -162 | -2.36% |
| Orgel Wealth Management LLC | 232,163 | 226,679 | -5,484 | -2.36% |
| WBH Advisory Inc. | 42,912 | 42,101 | -811 | -1.89% |
| Wealthstar Advisors LLC | 56,960 | 55,951 | -1,009 | -1.77% |
| 13F Filers Exiting IUSB | ||||
| O ROURKE & COMPANY Inc | 5,099 | 0 | -5,099 | -100.00% |
| MKT Advisors LLC | 4,432 | 0 | -4,432 | -100.00% |
| Independent Wealth Network Inc. | 7,008 | 0 | -7,008 | -100.00% |
| Williams Financial LLC | 442,620 | 0 | -442,620 | -100.00% |
| GoalVest Advisory LLC | 225 | 0 | -225 | -100.00% |
| Procyon Private Wealth Partners LLC | 4,830 | 0 | -4,830 | -100.00% |
| Aprio Wealth Management LLC | 9,447 | 0 | -9,447 | -100.00% |
| Howard Financial Services LTD. | 6,049 | 0 | -6,049 | -100.00% |
| Kovack Advisors Inc. | 5,182 | 0 | -5,182 | -100.00% |
| Gradient Capital Advisors LLC | 8,661 | 0 | -8,661 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 1,045 | 0 | -1,045 | -100.00% |
| Hanson & Doremus Investment Management | 287 | 0 | -287 | -100.00% |
| Arlington Partners LLC | 426 | 0 | -426 | -100.00% |
| Tompkins Financial Corp | 192 | 0 | -192 | -100.00% |
| ST Germain D J Co. Inc. | 98 | 0 | -98 | -100.00% |
See Summary: Institutional Holders of IUSB
See Details: Top 10 Hedge Funds Holding IUSB
