HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing TIPX Share Count | ||||
| Simplex Trading LLC | 200 | 1,436 | +1,236 | +618.00% |
| ST Germain D J Co. Inc. | 708,703 | 889,045 | +180,342 | +25.45% |
| CWM LLC | 12,792 | 14,707 | +1,915 | +14.97% |
| Brio Consultants LLC | 681,273 | 743,711 | +62,438 | +9.16% |
| Signet Financial Management LLC | 497,536 | 526,239 | +28,703 | +5.77% |
| Cambridge Investment Research Advisors Inc. | 171,658 | 180,416 | +8,758 | +5.10% |
| Global Retirement Partners LLC | 39,285 | 41,180 | +1,895 | +4.82% |
| Walkner Condon Financial Advisors LLC | 17,386 | 18,198 | +812 | +4.67% |
| Treasure Coast Financial Planning | 191,387 | 196,800 | +5,413 | +2.83% |
| Allworth Financial LP | 4,194 | 4,257 | +63 | +1.50% |
| Simplicity Wealth LLC | 27,683 | 27,758 | +75 | +0.27% |
| Brookstone Capital Management | 15,158 | 15,167 | +9 | +0.06% |
| 13F Filers Reporting New Positions In TIPX | ||||
| Commonwealth Equity Services LLC | 0 | 11,514 | +11,514 | +100% |
| WASHINGTON TRUST Co | 0 | 3,563 | +3,563 | +100% |
| Bank of New York Mellon Corp | 0 | 13,535 | +13,535 | +100% |
| 17 Capital Partners LLC | 0 | 22,211 | +22,211 | +100% |
| Cedar Brook Financial Partners LLC | 0 | 11,254 | +11,254 | +100% |
| Coastal Investment Advisors Inc. | 0 | 3,759 | +3,759 | +100% |
| MKT Advisors LLC | 0 | 10,078 | +10,078 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 380 | 380 | UNCH | 0.00% |
| NBT Bank N A NY | 177 | 177 | UNCH | 0.00% |
| Tompkins Financial Corp | 320 | 320 | UNCH | 0.00% |
| Canandaigua National Bank & Trust Co. | 13,950 | 13,950 | UNCH | 0.00% |
| Private Trust Co. NA | 5,504 | 5,504 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 1,090 | 1,090 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 750 | 750 | UNCH | 0.00% |
| Blodgett Wealth Advisors LLC | 16,210 | 16,210 | UNCH | 0.00% |
| 13F Filers Decreasing TIPX Share Count | ||||
| Gradient Investments LLC | 278 | 30 | -248 | -89.21% |
| AFG Fiduciary Services Limited Partnership | 133,666 | 60,609 | -73,057 | -54.66% |
| RFG Advisory LLC | 38,863 | 21,767 | -17,096 | -43.99% |
| Wealth Enhancement Advisory Services LLC | 19,697 | 13,188 | -6,509 | -33.05% |
| Raymond James Financial Services Advisors Inc. | 57,038 | 39,908 | -17,130 | -30.03% |
| Strategic Financial Concepts LLC | 43,976 | 33,712 | -10,264 | -23.34% |
| McNamara Financial Services Inc. | 63,027 | 49,475 | -13,552 | -21.50% |
| Austin Private Wealth LLC | 18,422 | 14,900 | -3,522 | -19.12% |
| Revisor Wealth Management LLC | 14,967 | 12,110 | -2,857 | -19.09% |
| Aspire Private Capital LLC | 326,416 | 267,600 | -58,816 | -18.02% |
| Park Avenue Securities LLC | 145,172 | 129,291 | -15,881 | -10.94% |
| Capital Wealth Management LLC | 51,187 | 46,165 | -5,022 | -9.81% |
| Pallas Capital Advisors LLC | 25,991 | 23,944 | -2,047 | -7.88% |
| Raymond James & Associates | 150,128 | 138,612 | -11,516 | -7.67% |
| L.M. Kohn & Company | 12,199 | 11,715 | -484 | -3.97% |
| Perigon Wealth Management LLC | 88,675 | 88,341 | -334 | -0.38% |
| 13F Filers Exiting TIPX | ||||
| Newbridge Financial Services Group Inc. | 2,400 | 0 | -2,400 | -100.00% |
| Iron Horse Wealth Management LLC | 525 | 0 | -525 | -100.00% |
| International Assets Investment Management LLC | 16,396 | 0 | -16,396 | -100.00% |
| Meridian Wealth Management LLC | 16,910 | 0 | -16,910 | -100.00% |
See Summary: Institutional Holders of TIPX
See Details: Top 10 Hedge Funds Holding TIPX
