| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IVE Share Count |
|---|
| Sound Income Strategies LLC |
200 |
13,554 |
+13,354 |
+6677.00% |
| UMA Financial Services Inc. |
1,363 |
48,819 |
+47,456 |
+3481.73% |
| Steel Peak Wealth Management LLC |
2,323 |
67,516 |
+65,193 |
+2806.41% |
| One Wealth Advisors LLC |
2,294 |
47,279 |
+44,985 |
+1960.99% |
| Park Avenue Securities LLC |
62,790 |
902,534 |
+839,744 |
+1337.38% |
| Security Financial Services INC. |
3,504 |
48,879 |
+45,375 |
+1294.95% |
| Venturi Wealth Management LLC |
1,345 |
8,627 |
+7,282 |
+541.41% |
| Eagle Strategies LLC |
3,040 |
11,637 |
+8,597 |
+282.80% |
| Tsfg LLC |
14,445 |
53,642 |
+39,197 |
+271.35% |
| CWM LLC |
455,581 |
1,496,348 |
+1,040,767 |
+228.45% |
| RFG Advisory LLC |
10,068 |
30,233 |
+20,165 |
+200.29% |
| Zimmermann Investment Management & Planning LLC |
6,052 |
13,471 |
+7,419 |
+122.59% |
| Signal Advisors Wealth LLC |
6,637 |
14,476 |
+7,839 |
+118.11% |
| Sequent Asset Management LLC |
6,735 |
14,409 |
+7,674 |
+113.94% |
| Stratos Wealth Advisors LLC |
16,645 |
34,106 |
+17,461 |
+104.90% |
| Apella Capital LLC |
1,227 |
2,425 |
+1,198 |
+97.64% |
| Brookstone Capital Management |
36,281 |
68,694 |
+32,413 |
+89.34% |
| Ironwood Wealth Management LLC. |
221 |
414 |
+193 |
+87.33% |
| Mosley Wealth Management |
7,982 |
14,186 |
+6,204 |
+77.72% |
| Stonegate Investment Group LLC |
20,101 |
35,094 |
+14,993 |
+74.59% |
| Register Financial Advisors LLC |
249 |
399 |
+150 |
+60.24% |
| Stratos Wealth Partners LTD. |
70,845 |
108,297 |
+37,452 |
+52.86% |
| Pacific Sage Partners LLC |
2,183 |
3,330 |
+1,147 |
+52.54% |
| Ehrlich Financial Group |
23,635 |
34,955 |
+11,320 |
+47.90% |
| Kovack Advisors Inc. |
1,158 |
1,671 |
+513 |
+44.30% |
| Financial Management Professionals Inc. |
85 |
114 |
+29 |
+34.12% |
| AdvisorNet Financial Inc |
22,111 |
29,562 |
+7,451 |
+33.70% |
| Catalyst Private Wealth LLC |
5,501 |
7,329 |
+1,828 |
+33.23% |
| Red Tortoise LLC |
110 |
143 |
+33 |
+30.00% |
| 17 Capital Partners LLC |
4,727 |
6,099 |
+1,372 |
+29.02% |
| Veracity Capital LLC |
2,986 |
3,807 |
+821 |
+27.49% |
| Founders Financial Securities LLC |
2,367 |
2,938 |
+571 |
+24.12% |
| Dohj LLC |
27,629 |
33,859 |
+6,230 |
+22.55% |
| Wealthcare Advisory Partners LLC |
6,805 |
8,168 |
+1,363 |
+20.03% |
| Raymond James Financial Services Advisors Inc. |
731,726 |
856,580 |
+124,854 |
+17.06% |
| Sugarloaf Wealth Management LLC |
1,305 |
1,526 |
+221 |
+16.93% |
| Nations Financial Group Inc. IA ADV |
16,275 |
18,996 |
+2,721 |
+16.72% |
| Global Retirement Partners LLC |
69,244 |
79,985 |
+10,741 |
+15.51% |
| Peterson Wealth Advisors LLC |
2,097 |
2,396 |
+299 |
+14.26% |
| Thompson Investment Management Inc. |
11,283 |
12,865 |
+1,582 |
+14.02% |
| BKD Wealth Advisors LLC |
37,557 |
42,679 |
+5,122 |
+13.64% |
| Signature Securities Group Corporation |
19,332 |
21,920 |
+2,588 |
+13.39% |
| TrueWealth Advisors LLC |
4,056 |
4,593 |
+537 |
+13.24% |
| Pallas Capital Advisors LLC |
5,937 |
6,709 |
+772 |
+13.00% |
| Platte River Wealth Advisors LLC |
163,539 |
183,564 |
+20,025 |
+12.24% |
| International Assets Investment Management LLC |
6,436 |
7,128 |
+692 |
+10.75% |
| Cornell Pochily Investment Advisors Inc. |
1,980 |
2,180 |
+200 |
+10.10% |
| Chicago Capital LLC |
2,580 |
2,832 |
+252 |
+9.77% |
| Trilogy Capital Inc. |
7,684 |
8,354 |
+670 |
+8.72% |
| Capital Advisors Ltd. LLC |
34,592 |
37,588 |
+2,996 |
+8.66% |
| Tompkins Financial Corp |
619 |
669 |
+50 |
+8.08% |
| Arlington Trust Co LLC |
49,270 |
53,234 |
+3,964 |
+8.05% |
| Disciplined Investments LLC |
2,800 |
3,011 |
+211 |
+7.54% |
| PFG Investments LLC |
2,948 |
3,167 |
+219 |
+7.43% |
| Praetorian Wealth Management Inc. |
300,838 |
320,259 |
+19,421 |
+6.46% |
| CRA Financial Services LLC |
4,567 |
4,844 |
+277 |
+6.07% |
| LongView Wealth Management |
2,090 |
2,210 |
+120 |
+5.74% |
| Integrity Wealth Solutions LLC |
2,004 |
2,118 |
+114 |
+5.69% |
| Prosperity Planning Inc. |
83,209 |
87,569 |
+4,360 |
+5.24% |
| Regions Financial Corp |
212,441 |
223,158 |
+10,717 |
+5.04% |
| Gradient Investments LLC |
82 |
86 |
+4 |
+4.88% |
| Harbor Investment Advisory LLC |
22,135 |
23,210 |
+1,075 |
+4.86% |
| Ashton Thomas Private Wealth LLC |
20,708 |
21,686 |
+978 |
+4.72% |
| Murphy Middleton Hinkle & Parker Inc. |
3,903 |
4,056 |
+153 |
+3.92% |
| Diversified Trust Co |
3,211 |
3,335 |
+124 |
+3.86% |
| Matthew Goff Investment Advisor LLC |
83,277 |
86,238 |
+2,961 |
+3.56% |
| Flagship Harbor Advisors LLC |
1,584 |
1,635 |
+51 |
+3.22% |
| BKM Wealth Management LLC |
62,080 |
63,882 |
+1,802 |
+2.90% |
| Lane & Associates LLC |
12,450 |
12,801 |
+351 |
+2.82% |
| Financial Enhancement Group LLC |
50,751 |
52,011 |
+1,260 |
+2.48% |
| Cranbrook Wealth Management LLC |
23,923 |
24,513 |
+590 |
+2.47% |
| Gradient Capital Advisors LLC |
2,693 |
2,759 |
+66 |
+2.45% |
| Financial Synergies Wealth Advisors Inc. |
27,837 |
28,474 |
+637 |
+2.29% |
| Claro Advisors LLC |
2,973 |
3,033 |
+60 |
+2.02% |
| Blue Zone Wealth Advisors LLC |
2,384 |
2,427 |
+43 |
+1.80% |
| Dynamic Advisor Solutions LLC |
7,305 |
7,436 |
+131 |
+1.79% |
| Lpwm LLC |
263,188 |
267,847 |
+4,659 |
+1.77% |
| Henrickson Nauta Wealth Advisors Inc. |
6,976 |
7,093 |
+117 |
+1.68% |
| Strategies Wealth Advisors LLC |
12,704 |
12,898 |
+194 |
+1.53% |
| KMG Fiduciary Partners LLC |
71,781 |
72,838 |
+1,057 |
+1.47% |
| Fiduciary Alliance LLC |
4,766 |
4,836 |
+70 |
+1.47% |
| Pathway Financial Advisors LLC |
29,244 |
29,637 |
+393 |
+1.34% |
| Confluence Wealth Services Inc. |
2,360 |
2,391 |
+31 |
+1.31% |
| Powell Investment Advisors LLC |
139,383 |
140,887 |
+1,504 |
+1.08% |
| Lbmc Investment Advisors LLC |
54,598 |
55,159 |
+561 |
+1.03% |
| Dumont & Blake Investment Advisors LLC |
10,167 |
10,269 |
+102 |
+1.00% |
| ZRC Wealth Management LLC |
965 |
974 |
+9 |
+0.93% |
| Bfsg LLC |
344 |
347 |
+3 |
+0.87% |
| Bristlecone Advisors LLC |
7,380 |
7,438 |
+58 |
+0.79% |
| Valeo Financial Advisors LLC |
17,356 |
17,470 |
+114 |
+0.66% |
| Stony Point Wealth Management Inc. |
15,714 |
15,813 |
+99 |
+0.63% |
| Enzi Wealth |
2,107 |
2,119 |
+12 |
+0.57% |
| Capstone Wealth Management Group LLC |
3,285 |
3,303 |
+18 |
+0.55% |
| Beacon Financial Planning Inc. |
1,404 |
1,411 |
+7 |
+0.50% |
| Newton One Investments LLC |
1,759 |
1,767 |
+8 |
+0.45% |
| Clarity Capital Advisors LLC |
3,585 |
3,601 |
+16 |
+0.45% |
| Farmers & Merchants Investments Inc. |
8,346 |
8,382 |
+36 |
+0.43% |
| Financial Perspectives Inc |
470 |
472 |
+2 |
+0.43% |
| Valley National Advisers Inc. |
708 |
711 |
+3 |
+0.42% |
| Shulman DeMeo Asset Management LLC |
3,196 |
3,209 |
+13 |
+0.41% |
| Rise Advisors LLC |
248 |
249 |
+1 |
+0.40% |
| Ironwood Financial llc |
102,611 |
102,966 |
+355 |
+0.35% |
| Ellis Investment Partners LLC |
15,815 |
15,867 |
+52 |
+0.33% |
| CIC Wealth LLC |
1,548 |
1,553 |
+5 |
+0.32% |
| Occidental Asset Management LLC |
80,898 |
81,147 |
+249 |
+0.31% |
| Inspirion Wealth Advisors LLC |
4,668 |
4,680 |
+12 |
+0.26% |
| Sage Mountain Advisors LLC |
381 |
382 |
+1 |
+0.26% |
| Wealth Enhancement Advisory Services LLC |
79,765 |
79,957 |
+192 |
+0.24% |
| Winthrop Advisory Group LLC |
1,592 |
1,595 |
+3 |
+0.19% |
| Wedmont Private Capital |
6,953 |
6,961 |
+8 |
+0.12% |
| EWG Elevate Inc. |
1,949 |
1,951 |
+2 |
+0.10% |
| Romano Brothers AND Company |
1,344 |
1,345 |
+1 |
+0.07% |
| MV Capital Management Inc. |
120,520 |
120,588 |
+68 |
+0.06% |
| Evanson Asset Management LLC |
5,562 |
5,564 |
+2 |
+0.04% |
| Park Place Capital Corp |
24,245 |
24,249 |
+4 |
+0.02% |
| Soundmark Wealth Management LLC |
41,624 |
41,628 |
+4 |
+0.01% |
| 13F Filers Reporting New Positions In IVE |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
1,815 |
+1,815 |
+100% |
| Massmutual Trust Co. FSB ADV |
0 |
0 |
UNCH |
100% |
| Rational Advisors LLC |
0 |
8,113 |
+8,113 |
+100% |
| Westend Capital Management LLC |
0 |
497 |
+497 |
+100% |
| Northwest Investment Counselors LLC |
0 |
156 |
+156 |
+100% |
| Aviance Capital Partners LLC |
0 |
1,090 |
+1,090 |
+100% |
| Advocacy Wealth Management Services LLC |
0 |
138,800 |
+138,800 |
+100% |
| Parkside Advisors LLC |
0 |
2,121 |
+2,121 |
+100% |
| BTC Capital Management Inc. |
0 |
19,265 |
+19,265 |
+100% |
| Sharkey Howes & Javer |
0 |
70,521 |
+70,521 |
+100% |
| Pettinga Financial Advisors LLC |
0 |
70,986 |
+70,986 |
+100% |
| Quattro Financial Advisors LLC |
0 |
1,623 |
+1,623 |
+100% |
| Fundamentun LLC |
0 |
1,554 |
+1,554 |
+100% |
| Cypress Wealth Services LLC |
0 |
35,952 |
+35,952 |
+100% |
| LexAurum Advisors LLC |
0 |
2,422 |
+2,422 |
+100% |
| 180 Wealth Advisors LLC |
0 |
1,111 |
+1,111 |
+100% |
| Cooper Financial Group |
0 |
2,620 |
+2,620 |
+100% |
| Criterion Capital Advisors LLC |
0 |
589 |
+589 |
+100% |
| Truefg LLC |
0 |
1,145 |
+1,145 |
+100% |
| RHS Financial LLC |
0 |
1,159 |
+1,159 |
+100% |
| Lantz Financial LLC |
0 |
13,292 |
+13,292 |
+100% |
| Aspire Private Capital LLC |
0 |
2,759 |
+2,759 |
+100% |
| Strategic Blueprint LLC |
0 |
11,286 |
+11,286 |
+100% |
| Bay Harbor Wealth Management LLC |
0 |
28,168 |
+28,168 |
+100% |
| Bremer Bank National Association |
0 |
5,816 |
+5,816 |
+100% |
| Austin Private Wealth LLC |
0 |
110,028 |
+110,028 |
+100% |
| Apeiron RIA LLC |
0 |
26,978 |
+26,978 |
+100% |
| Aprio Wealth Management LLC |
0 |
1,138 |
+1,138 |
+100% |
| Total Clarity Wealth Management Inc. |
0 |
1,245 |
+1,245 |
+100% |
| Horst & Graben Wealth Management LLC |
0 |
67,150 |
+67,150 |
+100% |
| ONE Advisory Partners LLC |
0 |
35,659 |
+35,659 |
+100% |
| Hexagon Capital Partners LLC |
0 |
35 |
+35 |
+100% |
| Wealth Advisory Solutions LLC |
0 |
20,274 |
+20,274 |
+100% |
| Clearview Wealth Advisors LLC |
0 |
9,148 |
+9,148 |
+100% |
| Firethorn Wealth Partners LLC |
0 |
18,868 |
+18,868 |
+100% |
| Sovereign Financial Group Inc. |
0 |
4,579 |
+4,579 |
+100% |
| Dentgroup LLC |
0 |
4,472 |
+4,472 |
+100% |
| Gray Private Wealth LLC |
0 |
22,009 |
+22,009 |
+100% |
| Sutton Place Investors LLC |
0 |
5,221 |
+5,221 |
+100% |
| Global Assets Advisory LLC |
0 |
51,245 |
+51,245 |
+100% |
| Hoxton Planning & Management LLC |
0 |
14,772 |
+14,772 |
+100% |
| Milestone Asset Management LLC |
0 |
12,944 |
+12,944 |
+100% |
| Waterway Wealth Management LLC |
0 |
2,622 |
+2,622 |
+100% |
| Twin Peaks Wealth Advisors LLC |
0 |
7,382 |
+7,382 |
+100% |
| OMNI 360 Wealth Inc. |
0 |
2,503 |
+2,503 |
+100% |
| Foguth Wealth Management LLC. |
0 |
4,838 |
+4,838 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
1,635 |
1,635 |
UNCH |
0.00% |
| Anderson Hoagland & Co. |
3,565 |
3,565 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
71 |
71 |
UNCH |
0.00% |
| Fulton Bank N.A. |
1,258 |
1,258 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
1,653 |
1,653 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
11,540 |
11,540 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,391 |
1,391 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
1,842 |
1,842 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
200 |
200 |
UNCH |
0.00% |
| Optimum Investment Advisors |
450 |
450 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
20 |
20 |
UNCH |
0.00% |
| Webster Bank N. A. |
898 |
898 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
2,988 |
2,988 |
UNCH |
0.00% |
| Progressive Investment Management Corp |
375 |
375 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
92 |
92 |
UNCH |
0.00% |
| Evensky & Katz LLC |
5,513 |
5,513 |
UNCH |
0.00% |
| Investment Partners Asset Management Inc. |
1,200 |
1,200 |
UNCH |
0.00% |
| Stockman Wealth Management Inc. |
2,800 |
2,800 |
UNCH |
0.00% |
| Asset Dedication LLC |
1,895 |
1,895 |
UNCH |
0.00% |
| Corundum Group Inc. |
6,163 |
6,163 |
UNCH |
0.00% |
| Capital Investment Advisors LLC |
1,540 |
1,540 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
168 |
168 |
UNCH |
0.00% |
| Private Ocean LLC |
777 |
777 |
UNCH |
0.00% |
| MCF Advisors LLC |
4,553 |
4,553 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
5,073 |
5,073 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
11,181 |
11,181 |
UNCH |
0.00% |
| Genesee Capital Advisors LLC |
1,240 |
1,240 |
UNCH |
0.00% |
| First PREMIER Bank |
614 |
614 |
UNCH |
0.00% |
| Colorado Capital Management Inc. |
2,134 |
2,134 |
UNCH |
0.00% |
| McAdam LLC |
1,217 |
1,217 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
10,108 |
10,108 |
UNCH |
0.00% |
| Security National Bank |
650 |
650 |
UNCH |
0.00% |
| Affiance Financial LLC |
1,917 |
1,917 |
UNCH |
0.00% |
| Francis Financial Inc. |
1,710 |
1,710 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
212 |
212 |
UNCH |
0.00% |
| Versant Capital Management Inc |
123 |
123 |
UNCH |
0.00% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
4,000 |
4,000 |
UNCH |
0.00% |
| Avondale Wealth Management |
290 |
290 |
UNCH |
0.00% |
| Total Wealth Planning LLC |
10,757 |
10,757 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
1,414 |
1,414 |
UNCH |
0.00% |
| Provident Wealth Management LLC |
852 |
852 |
UNCH |
0.00% |
| Single Point Partners LLC |
1,299 |
1,299 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
1,332 |
1,332 |
UNCH |
0.00% |
| CVA Family Office LLC |
3,627 |
3,627 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
2,545 |
2,545 |
UNCH |
0.00% |
| AWM Capital LLC |
7,447 |
7,447 |
UNCH |
0.00% |
| Capstone Triton Financial Group LLC |
2,086 |
2,086 |
UNCH |
0.00% |
| Davis Capital Management |
112 |
112 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
416 |
416 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
2,581 |
2,581 |
UNCH |
0.00% |
| Garrett Investment Advisors LLC |
1,805 |
1,805 |
UNCH |
0.00% |
| Greenhouse Wealth Management LLC |
1,664 |
1,664 |
UNCH |
0.00% |
| Sageworth Trust Co of South Dakota |
1,796 |
1,796 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,353 |
1,353 |
UNCH |
0.00% |
| DB Fitzpatrick & Co Inc |
95 |
95 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
3,222 |
3,222 |
UNCH |
0.00% |
| Wealth Effects LLC |
5,982 |
5,982 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
500 |
500 |
UNCH |
0.00% |
| City State Bank |
676 |
676 |
UNCH |
0.00% |
| KRS Capital Management LLC |
1,495 |
1,495 |
UNCH |
0.00% |
| Regatta Capital Group LLC |
2,366 |
2,366 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
271 |
271 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
2,500 |
2,500 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,012 |
1,012 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
107 |
107 |
UNCH |
0.00% |
| Breakwater Capital Group |
1,476 |
1,476 |
UNCH |
0.00% |
| Cora Capital Advisors LLC |
1,257 |
1,257 |
UNCH |
0.00% |
| McGlone Suttner Wealth Management Inc. |
4,472 |
4,472 |
UNCH |
0.00% |
| Noble Family Wealth LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| Peoples Bank KS |
163 |
163 |
UNCH |
0.00% |
| Trust Co of the South |
4,190 |
4,190 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
199 |
199 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
37 |
37 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
487 |
487 |
UNCH |
0.00% |
| 13F Filers Decreasing IVE Share Count |
|---|
| Advisor Resource Council |
12,407 |
2,369 |
-10,038 |
-80.91% |
| Royal Fund Management LLC |
62,802 |
18,072 |
-44,730 |
-71.22% |
| JJJ Advisors Inc. |
246 |
87 |
-159 |
-64.63% |
| WASHINGTON TRUST Co |
693 |
268 |
-425 |
-61.33% |
| Planning Center Inc. |
5,868 |
2,420 |
-3,448 |
-58.76% |
| Thrive Wealth Management LLC |
5,098 |
2,133 |
-2,965 |
-58.16% |
| Cedar Brook Financial Partners LLC |
3,879 |
2,601 |
-1,278 |
-32.95% |
| SeaCrest Wealth Management LLC |
2,799 |
1,954 |
-845 |
-30.19% |
| NBC Securities Inc. |
2,292 |
1,612 |
-680 |
-29.67% |
| Chapin Davis Inc. |
8,045 |
5,812 |
-2,233 |
-27.76% |
| Atticus Wealth Management LLC |
749 |
551 |
-198 |
-26.44% |
| All Season Financial Advisors Inc. |
41,786 |
30,900 |
-10,886 |
-26.05% |
| First Citizens Bank & Trust Co. |
21,984 |
16,765 |
-5,219 |
-23.74% |
| Bank of New Hampshire |
2,820 |
2,175 |
-645 |
-22.87% |
| Rainey & Randall Investment Management Inc. |
2,759 |
2,143 |
-616 |
-22.33% |
| First Hawaiian Bank |
326,722 |
265,574 |
-61,148 |
-18.72% |
| Mather Group LLC. |
3,895 |
3,191 |
-704 |
-18.07% |
| Burkett Financial Services LLC |
8,887 |
7,283 |
-1,604 |
-18.05% |
| AFG Fiduciary Services Limited Partnership |
12,415 |
10,359 |
-2,056 |
-16.56% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
4,359 |
3,694 |
-665 |
-15.26% |
| Montecito Bank & Trust |
7,377 |
6,263 |
-1,114 |
-15.10% |
| O Connor Financial Group LLC |
32,382 |
27,513 |
-4,869 |
-15.04% |
| GAMMA Investing LLC |
1,384 |
1,180 |
-204 |
-14.74% |
| Morris Financial Concepts Inc. |
19,672 |
17,069 |
-2,603 |
-13.23% |
| DBK Financial Counsel LLC |
3,264 |
2,838 |
-426 |
-13.05% |
| Hudson Capital Management LLC |
25,706 |
22,352 |
-3,354 |
-13.05% |
| Iron Horse Wealth Management LLC |
23 |
20 |
-3 |
-13.04% |
| Personal Resources Investment & Strategic Management Inc. |
4,868 |
4,295 |
-573 |
-11.77% |
| Magnolia Capital Management Ltd. |
8,320 |
7,365 |
-955 |
-11.48% |
| Miracle Mile Advisors LLC |
708,939 |
628,403 |
-80,536 |
-11.36% |
| Stegner Investment Associates Inc. |
19,566 |
17,353 |
-2,213 |
-11.31% |
| Colton Groome Financial Advisors LLC |
3,262 |
2,910 |
-352 |
-10.79% |
| Moody Lynn & Lieberson LLC |
1,636 |
1,461 |
-175 |
-10.70% |
| Fort Pitt Capital Group LLC |
1,322 |
1,191 |
-131 |
-9.91% |
| Whitcomb & Hess Inc. |
6,605 |
5,962 |
-643 |
-9.74% |
| Catalyst Financial Partners LLC |
65,251 |
59,391 |
-5,860 |
-8.98% |
| Trifecta Capital Advisors LLC |
3,401 |
3,099 |
-302 |
-8.88% |
| Weaver Consulting Group |
2,650 |
2,431 |
-219 |
-8.26% |
| Willis Johnson & Associates Inc. |
37,894 |
34,931 |
-2,963 |
-7.82% |
| Integrated Investment Consultants LLC |
5,269 |
4,858 |
-411 |
-7.80% |
| Founders Capital Management |
1,267 |
1,172 |
-95 |
-7.50% |
| Appleton Partners Inc. MA |
1,423 |
1,323 |
-100 |
-7.03% |
| Ballentine Partners LLC |
8,713 |
8,166 |
-547 |
-6.28% |
| Aurora Private Wealth Inc. |
2,458 |
2,306 |
-152 |
-6.18% |
| Navalign LLC |
3,227 |
3,030 |
-197 |
-6.10% |
| Norway Savings Bank |
4,885 |
4,588 |
-297 |
-6.08% |
| Fifth Third Bancorp |
326,578 |
307,138 |
-19,440 |
-5.95% |
| Altfest L J & Co. Inc. |
2,344 |
2,211 |
-133 |
-5.67% |
| Parsons Capital Management Inc. RI |
3,899 |
3,684 |
-215 |
-5.51% |
| Traynor Capital Management Inc. |
69,782 |
66,025 |
-3,757 |
-5.38% |
| Coastal Investment Advisors Inc. |
2,465 |
2,333 |
-132 |
-5.35% |
| Charles Schwab Trust Co |
4,343 |
4,113 |
-230 |
-5.30% |
| Priebe Wealth Holdings LLC |
3,778 |
3,585 |
-193 |
-5.11% |
| Daymark Wealth Partners LLC |
1,958 |
1,858 |
-100 |
-5.11% |
| Charter Oak Capital Management LLC |
27,733 |
26,324 |
-1,409 |
-5.08% |
| CX Institutional |
175,221 |
166,354 |
-8,867 |
-5.06% |
| Processus Wealth & Capital Management LLC |
3,833 |
3,644 |
-189 |
-4.93% |
| LVZ Advisors Inc. |
450,993 |
429,611 |
-21,382 |
-4.74% |
| Wealthstar Advisors LLC |
2,817 |
2,684 |
-133 |
-4.72% |
| Sterling Investment Advisors LLC ADV |
34,345 |
32,725 |
-1,620 |
-4.72% |
| SOA Wealth Advisors LLC. |
7,642 |
7,297 |
-345 |
-4.51% |
| Baldwin Brothers Inc. MA |
2,004 |
1,917 |
-87 |
-4.34% |
| Aspiriant LLC |
4,324 |
4,138 |
-186 |
-4.30% |
| United Asset Strategies Inc. |
41,300 |
39,541 |
-1,759 |
-4.26% |
| Wesbanco Bank Inc. |
23,994 |
23,006 |
-988 |
-4.12% |
| Fifth Third Securities Inc. |
30,564 |
29,357 |
-1,207 |
-3.95% |
| Simon Quick Advisors LLC |
16,380 |
15,782 |
-598 |
-3.65% |
| Summit Investment Advisory Services LLC |
21,756 |
21,031 |
-725 |
-3.33% |
| Phillips Financial Management LLC |
283,770 |
274,498 |
-9,272 |
-3.27% |
| West Oak Capital LLC |
6,812 |
6,595 |
-217 |
-3.19% |
| Procyon Private Wealth Partners LLC |
9,792 |
9,495 |
-297 |
-3.03% |
| Moisand Fitzgerald Tamayo LLC |
8,916 |
8,649 |
-267 |
-2.99% |
| Bank of Stockton |
62,216 |
60,393 |
-1,823 |
-2.93% |
| Lynch & Associates IN |
3,456 |
3,356 |
-100 |
-2.89% |
| GenWealth Group Inc. |
15,208 |
14,787 |
-421 |
-2.77% |
| Sunbelt Securities Inc. |
38,625 |
37,608 |
-1,017 |
-2.63% |
| 4J Wealth Management LLC |
2,539 |
2,474 |
-65 |
-2.56% |
| West Coast Financial LLC |
18,408 |
17,956 |
-452 |
-2.46% |
| Transform Wealth LLC |
161,259 |
157,504 |
-3,755 |
-2.33% |
| Hilltop Wealth Advisors LLC |
26,353 |
25,747 |
-606 |
-2.30% |
| Pure Financial Advisors Inc. |
38,722 |
37,869 |
-853 |
-2.20% |
| Vicus Capital |
36,395 |
35,646 |
-749 |
-2.06% |
| Total Investment Management Inc. |
12,422 |
12,179 |
-243 |
-1.96% |
| Home Federal Bank of Tennessee |
404,691 |
397,166 |
-7,525 |
-1.86% |
| Nvest Financial LLC |
39,893 |
39,156 |
-737 |
-1.85% |
| Private Capital Management LLC |
11,940 |
11,720 |
-220 |
-1.84% |
| Bangor Savings Bank |
1,719 |
1,688 |
-31 |
-1.80% |
| Pinnacle Bank |
23,544 |
23,141 |
-403 |
-1.71% |
| Atlas Brown Inc. |
2,995 |
2,947 |
-48 |
-1.60% |
| Iams Wealth Management LLC |
6,894 |
6,786 |
-108 |
-1.57% |
| Evergreen Private Wealth LLC |
2,954 |
2,910 |
-44 |
-1.49% |
| Acropolis Investment Management LLC |
54,269 |
53,464 |
-805 |
-1.48% |
| Courier Capital LLC |
300,799 |
296,404 |
-4,395 |
-1.46% |
| RTD Financial Advisors Inc. |
83,507 |
82,376 |
-1,131 |
-1.35% |
| Thomasville National Bank |
7,477 |
7,385 |
-92 |
-1.23% |
| Market Street Wealth Management Advisors LLC |
16,594 |
16,392 |
-202 |
-1.22% |
| Cahaba Wealth Management Inc. |
10,082 |
9,962 |
-120 |
-1.19% |
| WBH Advisory Inc. |
11,769 |
11,640 |
-129 |
-1.10% |
| Opal Wealth Advisors LLC |
41,657 |
41,205 |
-452 |
-1.09% |
| Financial Life Advisors |
151,903 |
150,314 |
-1,589 |
-1.05% |
| Falcon Wealth Planning |
21,391 |
21,179 |
-212 |
-0.99% |
| OLD National Bancorp IN |
10,181 |
10,081 |
-100 |
-0.98% |
| Stordahl Capital Management Inc. |
20,442 |
20,260 |
-182 |
-0.89% |
| Tarbox Family Office Inc. |
5,820 |
5,771 |
-49 |
-0.84% |
| Halpern Financial Inc. |
266,414 |
264,339 |
-2,075 |
-0.78% |
| MKT Advisors LLC |
4,533 |
4,500 |
-33 |
-0.73% |
| ERTS Wealth Advisors LLC |
15,987 |
15,870 |
-117 |
-0.73% |
| Kennedy Investment Group |
7,424 |
7,377 |
-47 |
-0.63% |
| Ironwood Wealth Management Inc. |
71,748 |
71,321 |
-427 |
-0.60% |
| Edmonds Duncan Registered Investment Advisors LLC |
22,880 |
22,746 |
-134 |
-0.59% |
| Sage Investment Advisers LLC |
12,662 |
12,589 |
-73 |
-0.58% |
| Woodmont Investment Counsel LLC |
1,795 |
1,785 |
-10 |
-0.56% |
| Clarus Wealth Advisors |
17,340 |
17,249 |
-91 |
-0.52% |
| Investment Partners LTD. |
24,064 |
23,943 |
-121 |
-0.50% |
| Amarillo National Bank |
310,613 |
309,108 |
-1,505 |
-0.48% |
| Kwmg LLC |
113,611 |
113,178 |
-433 |
-0.38% |
| ST Germain D J Co. Inc. |
502 |
501 |
-1 |
-0.20% |
| Raymond James & Associates |
781,646 |
780,598 |
-1,048 |
-0.13% |
| Courage Miller Partners LLC |
1,569 |
1,568 |
-1 |
-0.06% |
| Patriot Investment Management Inc. |
9,259 |
9,255 |
-4 |
-0.04% |
| Sapient Capital LLC |
30,146 |
30,136 |
-10 |
-0.03% |
| Towerpoint Wealth LLC |
3,080 |
3,079 |
-1 |
-0.03% |
| Trust Point Inc. |
71,562 |
71,560 |
-2 |
-0.00% |
| 13F Filers Exiting IVE |
|---|
| PFS Partners LLC |
2 |
0 |
-2 |
-100.00% |
| Astoria Portfolio Advisors LLC. |
1,433 |
0 |
-1,433 |
-100.00% |
| Independent Wealth Network Inc. |
3,202 |
0 |
-3,202 |
-100.00% |
| Koss Olinger Consulting LLC |
281,589 |
0 |
-281,589 |
-100.00% |
| Galvin Gaustad & Stein LLC |
1,538 |
0 |
-1,538 |
-100.00% |
| Tennessee Valley Asset Management Partners |
398 |
0 |
-398 |
-100.00% |
| Alhambra Investment Partners LLC |
12,166 |
0 |
-12,166 |
-100.00% |
| Apexium Financial LP |
5,373 |
0 |
-5,373 |
-100.00% |
| Oxinas Partners Wealth Management LLC |
6,529 |
0 |
-6,529 |
-100.00% |
| Columbus Macro LLC |
3,935 |
0 |
-3,935 |
-100.00% |
| Synergy Financial Management LLC |
1,215 |
0 |
-1,215 |
-100.00% |
| Polianta Ltd |
33,400 |
0 |
-33,400 |
-100.00% |
| Canal Capital Management LLC |
8,692 |
0 |
-8,692 |
-100.00% |
| EFG Asset Management Americas Corp. |
3,695 |
0 |
-3,695 |
-100.00% |
| Busey Wealth Management |
1,178 |
0 |
-1,178 |
-100.00% |
| Arlington Partners LLC |
14,909 |
0 |
-14,909 |
-100.00% |
| Country Trust Bank |
1,877 |
0 |
-1,877 |
-100.00% |
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