HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IXC Share Count | ||||
| Northwest Capital Management Inc | 1,175 | 52,341 | +51,166 | +4354.55% |
| Tsfg LLC | 3,000 | 24,792 | +21,792 | +726.40% |
| NBT Bank N A NY | 17 | 90 | +73 | +429.41% |
| AdvisorNet Financial Inc | 14,031 | 60,680 | +46,649 | +332.47% |
| Ehrlich Financial Group | 10,463 | 25,300 | +14,837 | +141.80% |
| One Wealth Advisors LLC | 40,276 | 63,111 | +22,835 | +56.70% |
| Bay Harbor Wealth Management LLC | 16,036 | 24,193 | +8,157 | +50.87% |
| RFG Advisory LLC | 31,175 | 46,495 | +15,320 | +49.14% |
| Strategic Blueprint LLC | 59,063 | 87,095 | +28,032 | +47.46% |
| Buttonwood Financial Group LLC | 77,067 | 112,581 | +35,514 | +46.08% |
| Cypress Wealth Services LLC | 37,392 | 53,715 | +16,323 | +43.65% |
| Signal Advisors Wealth LLC | 7,782 | 10,961 | +3,179 | +40.85% |
| Aspire Private Capital LLC | 2,398 | 3,358 | +960 | +40.03% |
| Simplicity Wealth LLC | 8,851 | 12,368 | +3,517 | +39.74% |
| Detalus Advisors LLC | 64,448 | 89,898 | +25,450 | +39.49% |
| Lantz Financial LLC | 7,996 | 11,099 | +3,103 | +38.81% |
| Apeiron RIA LLC | 21,021 | 29,047 | +8,026 | +38.18% |
| Firethorn Wealth Partners LLC | 9,676 | 13,339 | +3,663 | +37.86% |
| Stratos Wealth Advisors LLC | 12,340 | 16,855 | +4,515 | +36.59% |
| Atticus Wealth Management LLC | 168 | 228 | +60 | +35.71% |
| Chesley Taft & Associates LLC | 17,790 | 24,030 | +6,240 | +35.08% |
| Hoxton Planning & Management LLC | 9,680 | 12,921 | +3,241 | +33.48% |
| Advocacy Wealth Management Services LLC | 223,389 | 295,021 | +71,632 | +32.07% |
| Sound Income Strategies LLC | 1,386 | 1,786 | +400 | +28.86% |
| Austin Private Wealth LLC | 82,271 | 104,245 | +21,974 | +26.71% |
| Cyndeo Wealth Partners LLC | 10,474 | 13,036 | +2,562 | +24.46% |
| Cobblestone Asset Management LLC | 23,383 | 28,555 | +5,172 | +22.12% |
| Financial Life Advisors | 35,014 | 42,268 | +7,254 | +20.72% |
| Steel Peak Wealth Management LLC | 45,627 | 54,924 | +9,297 | +20.38% |
| UMA Financial Services Inc. | 37,310 | 44,903 | +7,593 | +20.35% |
| Mosley Wealth Management | 7,837 | 9,408 | +1,571 | +20.05% |
| Sharkey Howes & Javer | 57,872 | 69,162 | +11,290 | +19.51% |
| Tennessee Valley Asset Management Partners | 74,075 | 84,729 | +10,654 | +14.38% |
| ONE Advisory Partners LLC | 66,816 | 76,173 | +9,357 | +14.00% |
| Spire Wealth Management | 21,713 | 24,621 | +2,908 | +13.39% |
| Cambridge Investment Research Advisors Inc. | 145,361 | 164,701 | +19,340 | +13.30% |
| Diversified Trust Co | 5,281 | 5,947 | +666 | +12.61% |
| Pettinga Financial Advisors LLC | 99,725 | 110,113 | +10,388 | +10.42% |
| CWM LLC | 1,579,770 | 1,735,317 | +155,547 | +9.85% |
| Horst & Graben Wealth Management LLC | 98,307 | 107,976 | +9,669 | +9.84% |
| Walkner Condon Financial Advisors LLC | 10,782 | 11,615 | +833 | +7.73% |
| Venturi Wealth Management LLC | 7,470 | 8,028 | +558 | +7.47% |
| Harbor Investment Advisory LLC | 605 | 649 | +44 | +7.27% |
| Caldwell Sutter Capital Inc. | 210 | 224 | +14 | +6.67% |
| Park Avenue Securities LLC | 748,078 | 783,193 | +35,115 | +4.69% |
| Retirement Planning Group | 7,095 | 7,422 | +327 | +4.61% |
| Raymond James & Associates | 35,992 | 37,542 | +1,550 | +4.31% |
| Private Trust Co. NA | 3,976 | 4,135 | +159 | +4.00% |
| Ayalon Holdings Ltd. | 108,710 | 111,368 | +2,658 | +2.45% |
| Pacifica Partners Inc. | 168 | 171 | +3 | +1.79% |
| Founders Financial Securities LLC | 12,575 | 12,795 | +220 | +1.75% |
| Altfest L J & Co. Inc. | 59,298 | 60,215 | +917 | +1.55% |
| Global Retirement Partners LLC | 7,819 | 7,927 | +108 | +1.38% |
| Wealthfront Advisers LLC | 31,864 | 32,146 | +282 | +0.89% |
| Newbridge Financial Services Group Inc. | 1,935 | 1,943 | +8 | +0.41% |
| Pinnacle Bank | 1,155 | 1,157 | +2 | +0.17% |
| Astoria Portfolio Advisors LLC. | 7,878 | 7,879 | +1 | +0.01% |
| 13F Filers Reporting New Positions In IXC | ||||
| Massmutual Trust Co. FSB ADV | 0 | 0 | UNCH | 100% |
| Mather Group LLC. | 0 | 1,830 | +1,830 | +100% |
| Brookstone Capital Management | 0 | 33,511 | +33,511 | +100% |
| Dakota Wealth Management | 0 | 64,382 | +64,382 | +100% |
| Trust Co | 0 | 250 | +250 | +100% |
| Sunbelt Securities Inc. | 0 | 309 | +309 | +100% |
| Sugarloaf Wealth Management LLC | 0 | 176 | +176 | +100% |
| Townsend & Associates Inc | 0 | 4,992 | +4,992 | +100% |
| Claro Advisors LLC | 0 | 13,451 | +13,451 | +100% |
| Coastal Investment Advisors Inc. | 0 | 3,408 | +3,408 | +100% |
| Parcion Private Wealth LLC | 0 | 26,841 | +26,841 | +100% |
| KWB Wealth | 0 | 33,706 | +33,706 | +100% |
| Legacy Financial Group LLC | 0 | 33,565 | +33,565 | +100% |
| Clearview Wealth Advisors LLC | 0 | 10,901 | +10,901 | +100% |
| Eagle Strategies LLC | 0 | 7,972 | +7,972 | +100% |
| Sutton Place Investors LLC | 0 | 6,063 | +6,063 | +100% |
| Twin Peaks Wealth Advisors LLC | 0 | 7,205 | +7,205 | +100% |
| Focus Financial Network Inc. | 0 | 20,380 | +20,380 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 46 | 46 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 5,100 | 5,100 | UNCH | 0.00% |
| Barrett & Company Inc. | 500 | 500 | UNCH | 0.00% |
| Everett Harris & Co. CA | 10,000 | 10,000 | UNCH | 0.00% |
| Roble Belko & Company Inc | 1 | 1 | UNCH | 0.00% |
| Arcus Capital Partners LLC | 7,844 | 7,844 | UNCH | 0.00% |
| Founders Capital Management | 132 | 132 | UNCH | 0.00% |
| Affiance Financial LLC | 26,556 | 26,556 | UNCH | 0.00% |
| Wagner Wealth Management LLC | 400 | 400 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 53 | 53 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 263 | 263 | UNCH | 0.00% |
| Criterion Capital Advisors LLC | 601 | 601 | UNCH | 0.00% |
| Powell Investment Advisors LLC | 1,346 | 1,346 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 2,486 | 2,486 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 10 | 10 | UNCH | 0.00% |
| Bank of New Hampshire | 600 | 600 | UNCH | 0.00% |
| Activest Wealth Management | 619 | 619 | UNCH | 0.00% |
| Coston McIsaac & Partners | 269 | 269 | UNCH | 0.00% |
| MGO Private Wealth LLC | 6,426 | 6,426 | UNCH | 0.00% |
| Peoples Bank KS | 150 | 150 | UNCH | 0.00% |
| GAMMA Investing LLC | 241 | 241 | UNCH | 0.00% |
| Sunpointe LLC | 9,269 | 9,269 | UNCH | 0.00% |
| 13F Filers Decreasing IXC Share Count | ||||
| Gradient Investments LLC | 150 | 11 | -139 | -92.67% |
| Security Financial Services INC. | 100,465 | 28,666 | -71,799 | -71.47% |
| First Pacific Financial | 24 | 10 | -14 | -58.33% |
| Park Place Capital Corp | 331 | 148 | -183 | -55.29% |
| Phillips Financial Management LLC | 124 | 107 | -17 | -13.71% |
| Collective Family Office LLC | 5,897 | 5,147 | -750 | -12.72% |
| Wealth Management Partners LLC | 6,875 | 6,151 | -724 | -10.53% |
| Dynamic Advisor Solutions LLC | 5,374 | 4,860 | -514 | -9.56% |
| Wealth Enhancement Advisory Services LLC | 38,283 | 35,064 | -3,219 | -8.41% |
| Keystone Wealth Services LLC | 10,895 | 10,550 | -345 | -3.17% |
| Versant Capital Management Inc | 375,997 | 366,696 | -9,301 | -2.47% |
| Fifth Third Bancorp | 8,059 | 7,870 | -189 | -2.35% |
| Raymond James Financial Services Advisors Inc. | 359,553 | 352,208 | -7,345 | -2.04% |
| GenTrust LLC | 41,667 | 41,084 | -583 | -1.40% |
| McMahon Financial Advisors LLC | 237,434 | 235,933 | -1,501 | -0.63% |
| Tompkins Financial Corp | 4,828 | 4,800 | -28 | -0.58% |
| Baker Ellis Asset Management LLC | 42,350 | 42,250 | -100 | -0.24% |
| Cookson Peirce & Co. Inc. | 12,058 | 12,052 | -6 | -0.05% |
| 13F Filers Exiting IXC | ||||
| Arlington Trust Co LLC | 10 | 0 | -10 | -100.00% |
| One One Wealth Management LLC | 103,180 | 0 | -103,180 | -100.00% |
| SOA Wealth Advisors LLC. | 364 | 0 | -364 | -100.00% |
| Sterling Manor Financial LLC | 95,042 | 0 | -95,042 | -100.00% |
| International Assets Investment Management LLC | 126,784 | 0 | -126,784 | -100.00% |
| Affinity Capital Advisors LLC | 7,139 | 0 | -7,139 | -100.00% |
| CCG Wealth Management LLC | 7,406 | 0 | -7,406 | -100.00% |
| EWG Elevate Inc. | 18,920 | 0 | -18,920 | -100.00% |
| Simon Quick Advisors LLC | 7,628 | 0 | -7,628 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 72 | 0 | -72 | -100.00% |
| Hanson & Doremus Investment Management | 16 | 0 | -16 | -100.00% |
| Bourgeon Capital Management LLC | 980 | 0 | -980 | -100.00% |
See Summary: Institutional Holders of IXC
See Details: Top 10 Hedge Funds Holding IXC
