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IYE Holdings Changes image
This page summarizes the IYE holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether IYE is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing IYE Share Count
Capital Advisory Group Advisory Services LLC 10,155 44,964 +34,809 +342.78%
Founders Financial Securities LLC 14,011 15,764 +1,753 +12.51%
Allworth Financial LP 325 364 +39 +12.00%
Heartwood Wealth Advisors LLC 21,939 24,437 +2,498 +11.39%
Capital Investment Advisors LLC 7,181 7,814 +633 +8.81%
Sunbelt Securities Inc. 31,221 33,424 +2,203 +7.06%
TRUE Private Wealth Advisors 7,864 8,207 +343 +4.36%
Fifth Third Securities Inc. 7,028 7,326 +298 +4.24%
Coastal Investment Advisors Inc. 4,632 4,786 +154 +3.32%
Glass Jacobson Investment Advisors llc 2,054 2,115 +61 +2.97%
Eudaimonia Partners LLC 6,994 7,152 +158 +2.26%
Wealth Management Partners LLC 15,908 16,217 +309 +1.94%
Triumph Capital Management 13,275 13,523 +248 +1.87%
Cambridge Investment Research Advisors Inc. 69,230 70,512 +1,282 +1.85%
Griffin Asset Management Inc. 7,323 7,394 +71 +0.97%
Versant Capital Management Inc 120 121 +1 +0.83%
Coston McIsaac & Partners 176 177 +1 +0.57%
Financial Advisory Service Inc. 3,990 4,011 +21 +0.53%
Ironwood Financial llc 15,049 15,129 +80 +0.53%
RFG Advisory LLC 7,895 7,935 +40 +0.51%
Grimes & Company Inc. 19,741 19,830 +89 +0.45%
13F Filers Reporting New Positions In IYE
U S Global Investors Inc. 0 1,700 +1,700 +100%
Woodmont Investment Counsel LLC 0 252 +252 +100%
YHB Investment Advisors Inc. 0 24 +24 +100%
Chicago Partners Investment Group LLC 0 5,796 +5,796 +100%
Stratos Wealth Partners LTD. 0 4,333 +4,333 +100%
Dakota Wealth Management 0 5,410 +5,410 +100%
Hubbell Strickland Wealth Management LLC 0 4,208 +4,208 +100%
ONE Advisory Partners LLC 0 5,518 +5,518 +100%
Simplicity Wealth LLC 0 7,395 +7,395 +100%
Security Financial Services INC. 0 4,662 +4,662 +100%
Lodestar Private Asset Management LLC 0 4,248 +4,248 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 740 740 UNCH 0.00%
Salem Investment Counselors Inc. 150 150 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 11,960 11,960 UNCH 0.00%
Norwood Financial Corp 1,780 1,780 UNCH 0.00%
Optimum Investment Advisors 200 200 UNCH 0.00%
Appleton Partners Inc. MA 6,639 6,639 UNCH 0.00%
Raymond James Trust N.A. 5,160 5,160 UNCH 0.00%
First Citizens Bank & Trust Co. 5,000 5,000 UNCH 0.00%
Phillips Financial Management LLC 457 457 UNCH 0.00%
Narwhal Capital Management 8,825 8,825 UNCH 0.00%
Retirement Planning Group 6,555 6,555 UNCH 0.00%
Bright Rock Capital Management LLC 300,000 300,000 UNCH 0.00%
Westside Investment Management Inc. 95 95 UNCH 0.00%
Adviser Investments LLC 7,100 7,100 UNCH 0.00%
Financial Management Professionals Inc. 185 185 UNCH 0.00%
Oakworth Capital Inc. 142 142 UNCH 0.00%
MCF Advisors LLC 8,336 8,336 UNCH 0.00%
Founders Capital Management 9 9 UNCH 0.00%
Sound Income Strategies LLC 842 842 UNCH 0.00%
PSI Advisors LLC 139 139 UNCH 0.00%
Davis Capital Management 230 230 UNCH 0.00%
IAG Wealth Partners LLC 180 180 UNCH 0.00%
Sweet Financial Partners LLC 6,000 6,000 UNCH 0.00%
Chemistry Wealth Management LLC 10,658 10,658 UNCH 0.00%
Cora Capital Advisors LLC 5,500 5,500 UNCH 0.00%
Wetzel Investment Advisors Inc. 224 224 UNCH 0.00%
13F Filers Decreasing IYE Share Count
Fifth Third Bancorp 2,310 310 -2,000 -86.58%
WealthShield Partners LLC 2,751 652 -2,099 -76.30%
One Wealth Advisors LLC 14,072 7,934 -6,138 -43.62%
Kesler Norman & Wride LLC 24,046 13,565 -10,481 -43.59%
Detalus Advisors LLC 10,097 5,696 -4,401 -43.59%
Raymond James & Associates 135,602 83,850 -51,752 -38.16%
AdvisorNet Financial Inc 983 630 -353 -35.91%
Cypress Wealth Services LLC 17,002 11,219 -5,783 -34.01%
Tsfg LLC 553 383 -170 -30.74%
Mayflower Financial Advisors LLC 11,853 8,276 -3,577 -30.18%
SOA Wealth Advisors LLC. 2,299 1,789 -510 -22.18%
Raymond James Financial Services Advisors Inc. 225,906 181,974 -43,932 -19.45%
Rosenberg Matthew Hamilton 9,489 7,762 -1,727 -18.20%
Bellevue Asset Management LLC 2,698 2,319 -379 -14.05%
CWM LLC 16,535 14,360 -2,175 -13.15%
Cottonwood Capital Advisors LLC 32,393 28,165 -4,228 -13.05%
Commonwealth Equity Services LLC 163,233 144,026 -19,207 -11.77%
NBC Securities Inc. 1,410 1,285 -125 -8.87%
Dentgroup LLC 47,690 44,067 -3,623 -7.60%
Patton Albertson Miller Group LLC 11,508 10,731 -777 -6.75%
Wealth Enhancement Advisory Services LLC 22,511 21,004 -1,507 -6.69%
Market Street Wealth Management Advisors LLC 11,401 10,719 -682 -5.98%
Lantz Financial LLC 4,569 4,300 -269 -5.89%
Brookstone Capital Management 6,794 6,454 -340 -5.00%
Aspire Private Capital LLC 64 61 -3 -4.69%
Ballew Advisors Inc 24,727 23,819 -908 -3.67%
Spire Wealth Management 7,622 7,391 -231 -3.03%
Montecito Bank & Trust 12,202 11,982 -220 -1.80%
Ferguson Wellman Capital Management Inc. 8,525 8,390 -135 -1.58%
Global Retirement Partners LLC 3,809 3,751 -58 -1.52%
NBT Bank N A NY 1,475 1,460 -15 -1.02%
AlphaMark Advisors LLC 625 620 -5 -0.80%
Country Club Bank GFN 9,237 9,207 -30 -0.32%
Rockland Trust Co. 28,118 28,117 -1 -0.00%
13F Filers Exiting IYE
Planning Capital Management Corp 50 0 -50 -100.00%
Whitaker Myers Wealth Managers LTD. 25,249 0 -25,249 -100.00%
W Advisors LLC 5,141 0 -5,141 -100.00%
Buttonwood Financial Group LLC 17,361 0 -17,361 -100.00%
Planned Solutions Inc. 1,195 0 -1,195 -100.00%
Tennessee Valley Asset Management Partners 518 0 -518 -100.00%
International Assets Investment Management LLC 6,164 0 -6,164 -100.00%
Atticus Wealth Management LLC 211 0 -211 -100.00%
Strategic Blueprint LLC 9,350 0 -9,350 -100.00%
Juncture Wealth Strategies LLC 22,546 0 -22,546 -100.00%
First Horizon Advisors Inc. 85 0 -85 -100.00%
Zurcher Kantonalbank Zurich Cantonalbank 1,990 0 -1,990 -100.00%
Brown Advisory Inc. 5,010 0 -5,010 -100.00%
Tompkins Financial Corp 190 0 -190 -100.00%

See Summary: Institutional Holders of IYE
See Details: Top 10 Hedge Funds Holding IYE

IYE Holdings Changes | www.HoldingsChannel.com

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