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On this page, we present all of the funds holding IBDP from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IBDP, with a link to that fund's top holdings. The next columns
indicate the amount of IBDP stock held by each of the funds holding IBDP, followed by the IBDP position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 371 funds holding IBDP within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding IBDP), click the fund name in the "Holder" column of the funds-holding-IBDP table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 6,883,734 | $171,474 | 12/31/2023 | | IBDP | 6,883,734 | $171,474 | 12/31/2023 | | Morgan Stanley | 3,415,525 | $85,081 | 12/31/2023 | | IBDP | 3,415,525 | $85,081 | 12/31/2023 | | UBS Group AG | 2,915,383 | $73,030 | 03/31/2024 | | IBDP | 2,915,383 | $73,030 | 03/31/2024 | | HM Payson & Co. | 2,334,722 | $58,158 | 12/31/2023 | | IBDP | 2,334,722 | $58,158 | 12/31/2023 | | GWM Advisors LLC | 2,011,977 | $50,203 | 12/31/2023 | | IBDP | 2,011,977 | $50,203 | 12/31/2023 | | AE Wealth Management LLC | 1,998,598 | $49,925 | 12/31/2023 | | IBDP | 1,998,598 | $49,925 | 12/31/2023 | | LPL Financial LLC | 1,821,628 | $45,632 | 03/31/2024 | | IBDP | 1,821,628 | $45,632 | 03/31/2024 | | Wells Fargo & Company MN | 1,806,911 | $45,263 | 03/31/2024 | | IBDP | 1,806,911 | $45,263 | 03/31/2024 | | Glenview Trust Co | 1,809,768 | $45,081 | 12/31/2023 | | IBDP | 1,809,768 | $45,081 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 1,629,214 | $40,812 | 03/31/2024 | | IBDP | 1,629,214 | $40,812 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | 1,575,847 | $39,254 | 12/31/2023 | | IBDP | 1,575,847 | $39,254 | 12/31/2023 | | Stifel Financial Corp | 1,521,691 | $37,905 | 12/31/2023 | | IBDP | 1,521,691 | $37,905 | 12/31/2023 | | US Bancorp DE | 1,477,721 | $37,017 | 03/31/2024 | | IBDP | 1,477,721 | $37,017 | 03/31/2024 | | HighTower Advisors LLC | 1,406,894 | $35,243 | 03/31/2024 | | IBDP | 1,406,894 | $35,243 | 03/31/2024 | | Commonwealth Equity Services LLC | 1,298,276 | $32,522 | 03/31/2024 | | IBDP | 1,298,276 | $32,522 | 03/31/2024 | | Royal Bank of Canada | 1,219,416 | $30,376 | 12/31/2023 | | IBDP | 1,219,416 | $30,376 | 12/31/2023 | | Motley Fool Wealth Management LLC | 1,042,766 | $26,121 | 03/31/2024 | | IBDP | 1,042,766 | $26,121 | 03/31/2024 | | Gratus Wealth Advisors LLC | 1,033,857 | $25,888 | 03/31/2024 | | IBDP | 1,033,857 | $25,888 | 03/31/2024 | | Kathmere Capital Management LLC | 1,023,541 | $25,640 | 03/31/2024 | | IBDP | 1,023,541 | $25,640 | 03/31/2024 | | Sigma Investment Counselors Inc. | 965,869 | $24,195 | 03/31/2024 | | IBDP | 965,869 | $24,195 | 03/31/2024 | | Summitry LLC | 951,960 | $23,847 | 03/31/2024 | | IBDP | 951,960 | $23,847 | 03/31/2024 | | Lido Advisors LLC | 954,504 | $23,777 | 12/31/2023 | | IBDP | 954,504 | $23,777 | 12/31/2023 | | InterOcean Capital Group LLC | 886,962 | $22,094 | 12/31/2023 | | IBDP | 886,962 | $22,094 | 12/31/2023 | | Captrust Financial Advisors | 838,341 | $20,883 | 12/31/2023 | | IBDP | 838,341 | $20,883 | 12/31/2023 | | Renaissance Technologies LLC | 811,810 | $20,336 | 03/31/2024 | | IBDP | 811,810 | $20,336 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 796,478 | $19,952 | 03/31/2024 | | IBDP | 796,478 | $19,952 | 03/31/2024 | | Sound View Wealth Advisors Group LLC | 778,378 | $19,498 | 03/31/2024 | | IBDP | 778,378 | $19,498 | 03/31/2024 | | Raymond James & Associates | 773,579 | $19,378 | 03/31/2024 | | IBDP | 773,579 | $19,378 | 03/31/2024 | | Ameriprise Financial Inc. | 730,270 | $18,195 | 12/31/2023 | | IBDP | 730,270 | $18,195 | 12/31/2023 | | Stratos Wealth Partners LTD. | 701,629 | $17,576 | 03/31/2024 | | IBDP | 701,629 | $17,576 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 684,265 | $17,045 | 12/31/2023 | | IBDP | 684,265 | $17,045 | 12/31/2023 | | RVW Wealth LLC | 660,417 | $16,543 | 03/31/2024 | | IBDP | 660,417 | $16,543 | 03/31/2024 | | Keeler Thomas Management LLC | 646,788 | $16,217 | 03/31/2024 | | IBDP | 646,788 | $16,217 | 03/31/2024 | | Mid American Wealth Advisory Group Inc. | 638,642 | $15,998 | 03/31/2024 | | IBDP | 638,642 | $15,998 | 03/31/2024 | | MV Capital Management Inc. | 596,496 | $14,942 | 03/31/2024 | | IBDP | 596,496 | $14,942 | 03/31/2024 | | Summit Asset Management LLC | 581,404 | $14,564 | 03/31/2024 | | IBDP | 581,404 | $14,564 | 03/31/2024 | | Truist Financial Corp | 570,260 | $14,285 | 03/31/2024 | | IBDP | 570,260 | $14,285 | 03/31/2024 | | Mariner LLC | 559,440 | $13,936 | 12/31/2023 | | IBDP | 559,440 | $13,936 | 12/31/2023 | | Howland Capital Management LLC | 553,933 | $13,876 | 03/31/2024 | | IBDP | 553,933 | $13,876 | 03/31/2024 | | Creative Planning | 545,093 | $13,655 | 03/31/2024 | | IBDP | 545,093 | $13,655 | 03/31/2024 | | CENTRAL TRUST Co | 507,005 | $12,700 | 03/31/2024 | | IBDP | 507,005 | $12,700 | 03/31/2024 | | CWM LLC | 502,459 | $12,587 | 03/31/2024 | | IBDP | 502,459 | $12,587 | 03/31/2024 | | Baltimore Washington Financial Advisors Inc. | 501,926 | $12,573 | 03/31/2024 | | IBDP | 501,926 | $12,573 | 03/31/2024 | | Arrow Financial Corp | 491,045 | $12,232 | 12/31/2023 | | IBDP | 491,045 | $12,232 | 12/31/2023 | | Advisor Group Holdings Inc. | 480,145 | $12,028 | 03/31/2024 | | IBDP | 480,145 | $12,028 | 03/31/2024 | | NovaPoint Capital LLC | 460,925 | $11,546 | 03/31/2024 | | IBDP | 460,925 | $11,546 | 03/31/2024 | | Asset Dedication LLC | 461,415 | $11,539 | 03/31/2024 | | IBDP | 461,415 | $11,539 | 03/31/2024 | | Beacon Pointe Advisors LLC | 459,743 | $11,452 | 12/31/2023 | | IBDP | 459,743 | $11,452 | 12/31/2023 | | Ruggaard & Associates LLC | 457,875 | $11,406 | 12/31/2023 | | IBDP | 457,875 | $11,406 | 12/31/2023 | | Leavell Investment Management Inc. | 430,028 | $10,772 | 03/31/2024 | | IBDP | 430,028 | $10,772 | 03/31/2024 | | Matthew Goff Investment Advisor LLC | 413,848 | $10,367 | 03/31/2024 | | IBDP | 413,848 | $10,367 | 03/31/2024 | | Capital Investment Advisors LLC | 396,936 | $9,943 | 03/31/2024 | | IBDP | 396,936 | $9,943 | 03/31/2024 | | Windsor Capital Management LLC | 390,510 | $9,782 | 03/31/2024 | | IBDP | 390,510 | $9,782 | 03/31/2024 | | Strid Group LLC | 383,516 | $9,607 | 03/31/2024 | | IBDP | 383,516 | $9,607 | 03/31/2024 | | MCF Advisors LLC | 374,003 | $9,369 | 03/31/2024 | | IBDP | 374,003 | $9,369 | 03/31/2024 | | Kestra Advisory Services LLC | 369,140 | $9,195 | 12/31/2023 | | IBDP | 369,140 | $9,195 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 366,072 | $9,171 | 03/31/2024 | | IBDP | 366,072 | $9,171 | 03/31/2024 | | Global Retirement Partners LLC | 363,775 | $9,113 | 03/31/2024 | | IBDP | 363,775 | $9,113 | 03/31/2024 | | Cliftonlarsonallen Wealth Advisors LLC | 348,064 | $8,719 | 03/31/2024 | | IBDP | 348,064 | $8,719 | 03/31/2024 | | Journey Advisory Group LLC | 345,047 | $8,643 | 03/31/2024 | | IBDP | 345,047 | $8,643 | 03/31/2024 | | Envestnet Asset Management Inc. | 331,663 | $8,308 | 03/31/2024 | | IBDP | 331,663 | $8,308 | 03/31/2024 | | Commonwealth Financial Services LLC | 330,416 | $8,231 | 12/31/2023 | | IBDP | 330,416 | $8,231 | 12/31/2023 | | Merit Financial Group LLC | 318,277 | $7,963 | 03/31/2024 | | IBDP | 318,277 | $7,963 | 03/31/2024 | | Atria Wealth Solutions Inc. | 316,315 | $7,924 | 03/31/2024 | | IBDP | 316,315 | $7,924 | 03/31/2024 | | Signature Wealth Management Group | 306,697 | $7,680 | 03/31/2024 | | IBDP | 306,697 | $7,680 | 03/31/2024 | | Hamel Associates Inc. | 296,005 | $7,415 | 03/31/2024 | | IBDP | 296,005 | $7,415 | 03/31/2024 | | Houlihan Financial Resource Group Ltd. | 286,055 | $7,166 | 03/31/2024 | | IBDP | 286,055 | $7,166 | 03/31/2024 | | EP Wealth Advisors LLC | 286,511 | $7,137 | 12/31/2023 | | IBDP | 286,511 | $7,137 | 12/31/2023 | | Mesirow Financial Investment Management Inc. | 282,893 | $7,086 | 03/31/2024 | | IBDP | 282,893 | $7,086 | 03/31/2024 | | MinichMacGregor Wealth Management LLC | 282,858 | $7,069 | 03/31/2024 | | IBDP | 282,858 | $7,069 | 03/31/2024 | | PFG Private Wealth Management LLC | 281,808 | $7,059 | 03/31/2024 | | IBDP | 281,808 | $7,059 | 03/31/2024 | | Fulton Breakefield Broenniman LLC | 272,074 | $6,815 | 03/31/2024 | | IBDP | 272,074 | $6,815 | 03/31/2024 | | AMG National Trust Bank | 266,107 | $6,666 | 03/31/2024 | | IBDP | 266,107 | $6,666 | 03/31/2024 | | FinTrust Capital Advisors LLC | 260,548 | $6,527 | 03/31/2024 | | IBDP | 260,548 | $6,527 | 03/31/2024 | | Scissortail Wealth Management LLC | 259,783 | $6,492 | 12/31/2023 | | IBDP | 259,783 | $6,492 | 12/31/2023 | | Madden Advisory Services Inc. | 257,962 | $6,462 | 03/31/2024 | | IBDP | 257,962 | $6,462 | 03/31/2024 | | Weaver Consulting Group | 255,713 | $6,406 | 03/31/2024 | | IBDP | 255,713 | $6,406 | 03/31/2024 | | Northstar Group Inc. | 247,677 | $6,204 | 03/31/2024 | | IBDP | 247,677 | $6,204 | 03/31/2024 | | Lyell Wealth Management LP | 247,646 | $6,204 | 03/31/2024 | | IBDP | 247,646 | $6,204 | 03/31/2024 | | Sonata Capital Group Inc. | 224,880 | $5,633 | 03/31/2024 | | IBDP | 224,880 | $5,633 | 03/31/2024 | | Clear Harbor Asset Management LLC | 224,355 | $5,620 | 03/31/2024 | | IBDP | 224,355 | $5,620 | 03/31/2024 | | New England Private Wealth Advisors LLC | 222,535 | $5,565 | 03/31/2024 | | IBDP | 222,535 | $5,565 | 03/31/2024 | | Peloton Wealth Strategists | 220,550 | $5,494 | 12/31/2023 | | IBDP | 220,550 | $5,494 | 12/31/2023 | | Private Advisor Group LLC | 216,262 | $5,417 | 03/31/2024 | | IBDP | 216,262 | $5,417 | 03/31/2024 | | United Capital Financial Advisers LLC | 212,853 | $5,302 | 12/31/2023 | | IBDP | 212,853 | $5,302 | 12/31/2023 | | Leo Wealth LLC | 211,192 | $5,290 | 03/31/2024 | | IBDP | 211,192 | $5,290 | 03/31/2024 | | Sandy Spring Bank | 196,964 | $4,934 | 03/31/2024 | | IBDP | 196,964 | $4,934 | 03/31/2024 | | Kesler Norman & Wride LLC | 196,083 | $4,912 | 03/31/2024 | | IBDP | 196,083 | $4,912 | 03/31/2024 | | Michael S. Ryan Inc. | 194,731 | $4,878 | 03/31/2024 | | IBDP | 194,731 | $4,878 | 03/31/2024 | | IFP Advisors Inc | 193,461 | $4,819 | 12/31/2023 | | IBDP | 193,461 | $4,819 | 12/31/2023 | | Paradigm Strategies in Wealth Management LLC | 189,756 | $4,753 | 03/31/2024 | | IBDP | 189,756 | $4,753 | 03/31/2024 | | Wealthsource Partners LLC | 190,019 | $4,733 | 12/31/2023 | | IBDP | 190,019 | $4,733 | 12/31/2023 | | Droms Strauss Advisors Inc. MO ADV | 179,637 | $4,500 | 03/31/2024 | | IBDP | 179,637 | $4,500 | 03/31/2024 | | Allworth Financial LP | 175,795 | $4,404 | 03/31/2024 | | IBDP | 175,795 | $4,404 | 03/31/2024 | | Krilogy Financial LLC | 169,885 | $4,256 | 03/31/2024 | | IBDP | 169,885 | $4,256 | 03/31/2024 | | Deutsche Bank AG | 170,626 | $4,250 | 12/31/2023 | | IBDP | 170,626 | $4,250 | 12/31/2023 | | Avantax Advisory Services Inc. | 166,239 | $4,164 | 03/31/2024 | | IBDP | 166,239 | $4,164 | 03/31/2024 | | Wolf Group Capital Advisors | 156,219 | $3,846 | 03/31/2024 | | IBDP | 156,219 | $3,846 | 03/31/2024 | | Harbor Advisory Corp MA | 153,173 | $3,837 | 03/31/2024 | | IBDP | 153,173 | $3,837 | 03/31/2024 | | Savant Capital LLC | 153,182 | $3,837 | 03/31/2024 | | IBDP | 153,182 | $3,837 | 03/31/2024 |  Newman Dignan & Sheerar Inc. | | $3,748 | 03/31/2024 | | ETF | 132,229 | $3,017 | 03/31/2024 | | IBDP | 29,167 | $731 | 03/31/2024 | | Robertson Stephens Wealth Management LLC | 148,131 | $3,690 | 12/31/2023 | | IBDP | 148,131 | $3,690 | 12/31/2023 | | Janney Montgomery Scott LLC | 139,287 | $3,489 | 03/31/2024 | | IBDP | 139,287 | $3,489 | 03/31/2024 | | Great Diamond Partners LLC | 137,939 | $3,455 | 03/31/2024 | | IBDP | 137,939 | $3,455 | 03/31/2024 | | Ifrah Financial Services Inc. | 133,383 | $3,341 | 03/31/2024 | | IBDP | 133,383 | $3,341 | 03/31/2024 | | Relative Value Partners Group LLC | 129,966 | $3,250 | 03/31/2024 | | IBDP | 129,966 | $3,250 | 03/31/2024 | | Virginia Wealth Management Group Inc. | 127,120 | $3,184 | 03/31/2024 | | IBDP | 127,120 | $3,184 | 03/31/2024 | | Praetorian Wealth Management Inc. | 126,186 | $3,161 | 03/31/2024 | | IBDP | 126,186 | $3,161 | 03/31/2024 | | Integrated Wealth Concepts LLC | 125,724 | $3,132 | 12/31/2023 | | IBDP | 125,724 | $3,132 | 12/31/2023 | | Laurel Wealth Advisors LLC | 124,134 | $3,110 | 03/31/2024 | | IBDP | 124,134 | $3,110 | 03/31/2024 | | Spinnaker Trust | 123,016 | $3,082 | 03/31/2024 | | IBDP | 123,016 | $3,082 | 03/31/2024 | | Harbour Investments Inc. | 123,075 | $3,066 | 12/31/2023 | | IBDP | 123,075 | $3,066 | 12/31/2023 | | PSI Advisors LLC | 119,362 | $2,990 | 03/31/2024 | | IBDP | 119,362 | $2,990 | 03/31/2024 | | MONECO Advisors LLC | 119,265 | $2,988 | 03/31/2024 | | IBDP | 119,265 | $2,988 | 03/31/2024 | | Atria Investments LLC | 119,427 | $2,975 | 12/31/2023 | | IBDP | 119,427 | $2,975 | 12/31/2023 | | Wrapmanager Inc. | 115,330 | $2,889 | 03/31/2024 | | IBDP | 115,330 | $2,889 | 03/31/2024 | | Endowment Wealth Management Inc. | 113,745 | $2,849 | 03/31/2024 | | IBDP | 113,745 | $2,849 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 111,622 | $2,796 | 03/31/2024 | | IBDP | 111,622 | $2,796 | 03/31/2024 | | Probity Advisors Inc. | 110,603 | $2,771 | 03/31/2024 | | IBDP | 110,603 | $2,771 | 03/31/2024 | | Balentine LLC | 109,829 | $2,736 | 12/31/2023 | | IBDP | 109,829 | $2,736 | 12/31/2023 | | Waterford Advisors LLC | 109,829 | $2,736 | 12/31/2023 | | IBDP | 109,829 | $2,736 | 12/31/2023 | | Associated Banc Corp | 107,104 | $2,683 | 03/31/2024 | | IBDP | 107,104 | $2,683 | 03/31/2024 | | Sax Wealth Advisors LLC | 104,788 | $2,610 | 12/31/2023 | | IBDP | 104,788 | $2,610 | 12/31/2023 | | Princeton Global Asset Management LLC | 103,845 | $2,601 | 03/31/2024 | | IBDP | 103,845 | $2,601 | 03/31/2024 | | Foundation Wealth Management LLC | 95,479 | $2,392 | 03/31/2024 | | IBDP | 95,479 | $2,392 | 03/31/2024 | | Thrivent Financial for Lutherans | 95,927 | $2,390 | 12/31/2023 | | IBDP | 95,927 | $2,390 | 12/31/2023 | | Hilltop Holdings Inc. | 92,346 | $2,300 | 12/31/2023 | | IBDP | 92,346 | $2,300 | 12/31/2023 | | McGlone Suttner Wealth Management Inc. | 91,041 | $2,281 | 03/31/2024 | | IBDP | 91,041 | $2,281 | 03/31/2024 | | Parallel Advisors LLC | 90,583 | $2,269 | 03/31/2024 | | IBDP | 90,583 | $2,269 | 03/31/2024 | | First Fiduciary Investment Counsel Inc. | 90,025 | $2,255 | 03/31/2024 | | IBDP | 90,025 | $2,255 | 03/31/2024 | | Phillips Financial Management LLC | 89,805 | $2,250 | 03/31/2024 | | IBDP | 89,805 | $2,250 | 03/31/2024 | | Kestra Private Wealth Services LLC | 88,988 | $2,229 | 03/31/2024 | | IBDP | 88,988 | $2,229 | 03/31/2024 | | Archford Capital Strategies LLC | 88,415 | $2,215 | 03/31/2024 | | IBDP | 88,415 | $2,215 | 03/31/2024 | | Quantum Financial Advisors LLC | 86,922 | $2,177 | 03/31/2024 | | IBDP | 86,922 | $2,177 | 03/31/2024 | | Goldman Sachs Group Inc. | 86,958 | $2,166 | 12/31/2023 | | IBDP | 86,958 | $2,166 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 85,088 | $2,131 | 03/31/2024 | | IBDP | 85,088 | $2,131 | 03/31/2024 | | Propel Bio Management LLC | 85,442 | $2,128 | 12/31/2023 | | IBDP | 85,442 | $2,128 | 12/31/2023 | | Meitav Dash Investments Ltd. | 83,082 | $2,080 | 03/31/2024 | | IBDP | 83,082 | $2,080 | 03/31/2024 | | Eldridge Investment Advisors Inc. | 80,080 | $2,006 | 03/31/2024 | | IBDP | 80,080 | $2,006 | 03/31/2024 | | Hills Bank & Trust Co | 78,609 | $1,969 | 03/31/2024 | | IBDP | 78,609 | $1,969 | 03/31/2024 | | Coldstream Capital Management Inc. | 77,975 | $1,942 | 12/31/2023 | | IBDP | 77,975 | $1,942 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 77,498 | $1,941 | 03/31/2024 | | IBDP | 77,498 | $1,941 | 03/31/2024 | | Susquehanna International Group LLP | 77,092 | $1,931 | 03/31/2024 | | IBDP | 77,092 | $1,931 | 03/31/2024 | | Sigma Planning Corp | 76,886 | $1,926 | 03/31/2024 | | IBDP | 76,886 | $1,926 | 03/31/2024 | | Exchange Capital Management Inc. | 76,389 | $1,914 | 03/31/2024 | | IBDP | 76,389 | $1,914 | 03/31/2024 | | Cary Street Partners Asset Management LLC | 75,730 | $1,897 | 03/31/2024 | | IBDP | 75,730 | $1,897 | 03/31/2024 | | Smith Moore & CO. | 75,588 | $1,893 | 03/31/2024 | | IBDP | 75,588 | $1,893 | 03/31/2024 | | Hallmark Capital Management Inc. | 74,905 | $1,876 | 03/31/2024 | | IBDP | 74,905 | $1,876 | 03/31/2024 | | Precedent Wealth Partners LLC | 74,007 | $1,854 | 03/31/2024 | | IBDP | 74,007 | $1,854 | 03/31/2024 | | Ironwood Financial llc | 73,877 | $1,851 | 03/31/2024 | | IBDP | 73,877 | $1,851 | 03/31/2024 | | Great Lakes Retirement Inc. | 73,476 | $1,841 | 03/31/2024 | | IBDP | 73,476 | $1,841 | 03/31/2024 | | Cetera Investment Advisers | 73,592 | $1,833 | 12/31/2023 | | IBDP | 73,592 | $1,833 | 12/31/2023 | | MML Investors Services LLC | 69,419 | $1,729 | 12/31/2023 | | IBDP | 69,419 | $1,729 | 12/31/2023 | | 4J Wealth Management LLC | 67,247 | $1,685 | 03/31/2024 | | IBDP | 67,247 | $1,685 | 03/31/2024 | | Woodmont Investment Counsel LLC | 66,734 | $1,672 | 03/31/2024 | | IBDP | 66,734 | $1,672 | 03/31/2024 | | Northwest Bancshares Inc. | 66,357 | $1,662 | 03/31/2024 | | IBDP | 66,357 | $1,662 | 03/31/2024 | | Venture Visionary Partners LLC | 65,607 | $1,634 | 12/31/2023 | | IBDP | 65,607 | $1,634 | 12/31/2023 | | Black Swift Group LLC | 65,440 | $1,630 | 12/31/2023 | | IBDP | 65,440 | $1,630 | 12/31/2023 | | Valmark Advisers Inc. | 64,491 | $1,616 | 03/31/2024 | | IBDP | 64,491 | $1,616 | 03/31/2024 | | AlTi Global Inc. | 63,292 | $1,577 | 12/31/2023 | | IBDP | 63,292 | $1,577 | 12/31/2023 | | Day & Ennis LLC | 63,151 | $1,573 | 12/31/2023 | | IBDP | 63,151 | $1,573 | 12/31/2023 | | Evergreen Wealth Solutions LLC | 62,404 | $1,554 | 12/31/2023 | | IBDP | 62,404 | $1,554 | 12/31/2023 | | Element Wealth LLC | 58,588 | $1,468 | 03/31/2024 | | IBDP | 58,588 | $1,468 | 03/31/2024 | | Strategic Blueprint LLC | 58,102 | $1,455 | 03/31/2024 | | IBDP | 58,102 | $1,455 | 03/31/2024 | | Covington Investment Advisors Inc. | 58,426 | $1,455 | 12/31/2023 | | IBDP | 58,426 | $1,455 | 12/31/2023 | | First National Trust Co | 57,640 | $1,444 | 03/31/2024 | | IBDP | 57,640 | $1,444 | 03/31/2024 | | Global Assets Advisory LLC | 56,602 | $1,418 | 03/31/2024 | | IBDP | 56,602 | $1,418 | 03/31/2024 | | Stonebrook Private Inc. | 55,978 | $1,402 | 03/31/2024 | | IBDP | 55,978 | $1,402 | 03/31/2024 | | Prime Capital Investment Advisors LLC | 55,965 | $1,394 | 12/31/2023 | | IBDP | 55,965 | $1,394 | 12/31/2023 | | Adroit Compliance LLC | 55,750 | $1,389 | 12/31/2023 | | IBDP | 55,750 | $1,389 | 12/31/2023 | | Fortis Capital Management LLC | 55,183 | $1,382 | 03/31/2024 | | IBDP | 55,183 | $1,382 | 03/31/2024 | | Beaumont Asset Management L.L.C. | 54,886 | $1,375 | 03/31/2024 | | IBDP | 54,886 | $1,375 | 03/31/2024 | | Klaas Financial Asset Advisors LLC | 54,469 | $1,364 | 03/31/2024 | | IBDP | 54,469 | $1,364 | 03/31/2024 | | Ritholtz Wealth Management | 54,170 | $1,357 | 03/31/2024 | | IBDP | 54,170 | $1,357 | 03/31/2024 | | Redwood Financial Network Corp | 51,394 | $1,287 | 03/31/2024 | | IBDP | 51,394 | $1,287 | 03/31/2024 | | Blue Barn Wealth LLC | 51,073 | $1,279 | 03/31/2024 | | IBDP | 51,073 | $1,279 | 03/31/2024 | | Snowden Capital Advisors LLC | 50,584 | $1,260 | 12/31/2023 | | IBDP | 50,584 | $1,260 | 12/31/2023 | | Mutual Advisors LLC | 49,973 | $1,252 | 03/31/2024 | | IBDP | 49,973 | $1,252 | 03/31/2024 | | Harbor Investment Advisory LLC | 49,886 | $1,250 | 03/31/2024 | | IBDP | 49,886 | $1,250 | 03/31/2024 | | Austin Private Wealth LLC | 49,684 | $1,242 | 03/31/2024 | | IBDP | 49,684 | $1,242 | 03/31/2024 | | Wilbanks Smith & Thomas Asset Management LLC | 48,280 | $1,209 | 03/31/2024 | | IBDP | 48,280 | $1,209 | 03/31/2024 | | Garrett Investment Advisors LLC | 47,923 | $1,200 | 03/31/2024 | | IBDP | 47,923 | $1,200 | 03/31/2024 | | Huntington National Bank | 47,079 | $1,179 | 03/31/2024 | | IBDP | 47,079 | $1,179 | 03/31/2024 | | Comerica Bank | 46,793 | $1,166 | 12/31/2023 | | IBDP | 46,793 | $1,166 | 12/31/2023 | | Buffington Mohr McNeal | 46,231 | $1,158 | 03/31/2024 | | IBDP | 46,231 | $1,158 | 03/31/2024 | | Stokes Family Office LLC | 45,750 | $1,146 | 03/31/2024 | | IBDP | 45,750 | $1,146 | 03/31/2024 | | Murphy Middleton Hinkle & Parker Inc. | 45,449 | $1,138 | 03/31/2024 | | IBDP | 45,449 | $1,138 | 03/31/2024 | | Sontag Advisory LLC | 45,294 | $1,135 | 03/31/2024 | | IBDP | 45,294 | $1,135 | 03/31/2024 | | CI Private Wealth LLC | 43,658 | $1,094 | 03/31/2024 | | IBDP | 43,658 | $1,094 | 03/31/2024 | | Raymond James Trust N.A. | 40,755 | $1,021 | 03/31/2024 | | IBDP | 40,755 | $1,021 | 03/31/2024 | | Barrett & Company Inc. | 40,621 | $1,018 | 03/31/2024 | | IBDP | 40,621 | $1,018 | 03/31/2024 | | Safeguard Financial LLC | 39,835 | $998 | 03/31/2024 | | IBDP | 39,835 | $998 | 03/31/2024 | | Foundry Financial Group Inc. | 39,784 | $997 | 03/31/2024 | | IBDP | 39,784 | $997 | 03/31/2024 | | Horan Securities Inc. | 38,351 | $961 | 03/31/2024 | | IBDP | 38,351 | $961 | 03/31/2024 | | One One Wealth Management LLC | 37,601 | $942 | 03/31/2024 | | IBDP | 37,601 | $942 | 03/31/2024 | | Conrad Siegel Investment Advisors Inc. | 36,901 | $924 | 03/31/2024 | | IBDP | 36,901 | $924 | 03/31/2024 | | Blue Square Asset Management LLC | 36,382 | $911 | 03/31/2024 | | IBDP | 36,382 | $911 | 03/31/2024 | | Wiley BROS. Aintree Capital LLC | 36,266 | $908 | 03/31/2024 | | IBDP | 36,266 | $908 | 03/31/2024 | | Crestmont Private Wealth LLC | 36,050 | $903 | 03/31/2024 | | IBDP | 36,050 | $903 | 03/31/2024 | | Regions Financial Corp | 35,915 | $900 | 03/31/2024 | | IBDP | 35,915 | $900 | 03/31/2024 | | Roble Belko & Company Inc | 35,826 | $897 | 03/31/2024 | | IBDP | 35,826 | $897 | 03/31/2024 | | GeoWealth Management LLC | 36,001 | $897 | 12/31/2023 | | IBDP | 36,001 | $897 | 12/31/2023 | | Chesley Taft & Associates LLC | 35,225 | $882 | 03/31/2024 | | IBDP | 35,225 | $882 | 03/31/2024 | | Sightline Wealth Advisors LLC | 34,972 | $876 | 03/31/2024 | | IBDP | 34,972 | $876 | 03/31/2024 | | Swmg LLC | 34,141 | $850 | 12/31/2023 | | IBDP | 34,141 | $850 | 12/31/2023 | | LifePlan Financial LLC | 33,733 | $845 | 03/31/2024 | | IBDP | 33,733 | $845 | 03/31/2024 | | Benjamin Edwards Inc. | 33,293 | $834 | 03/31/2024 | | IBDP | 33,293 | $834 | 03/31/2024 | | REDW Wealth LLC | 32,754 | $820 | 03/31/2024 | | IBDP | 32,754 | $820 | 03/31/2024 | | Mill Creek Capital Advisors LLC | 32,753 | $816 | 12/31/2023 | | IBDP | 32,753 | $816 | 12/31/2023 | | Gould Asset Management LLC CA | 32,065 | $803 | 03/31/2024 | | IBDP | 32,065 | $803 | 03/31/2024 | | Valley National Advisers Inc. | 32,046 | $802 | 03/31/2024 | | IBDP | 32,046 | $802 | 03/31/2024 | | Fairhaven Wealth Management LLC | 31,642 | $793 | 03/31/2024 | | IBDP | 31,642 | $793 | 03/31/2024 | | Consolidated Portfolio Review Corp | 31,320 | $785 | 03/31/2024 | | IBDP | 31,320 | $785 | 03/31/2024 | | PFG Investments LLC | 31,320 | $785 | 03/31/2024 | | IBDP | 31,320 | $785 | 03/31/2024 | | Lincoln National Corp | 30,855 | $773 | 03/31/2024 | | IBDP | 30,855 | $773 | 03/31/2024 | | Visionary Wealth Advisors | 30,944 | $771 | 12/31/2023 | | IBDP | 30,944 | $771 | 12/31/2023 | | First Interstate Bank | 30,252 | $758 | 03/31/2024 | | IBDP | 30,252 | $758 | 03/31/2024 | | Ronald Blue Trust Inc. | 30,187 | $756 | 03/31/2024 | | IBDP | 30,187 | $756 | 03/31/2024 | | Actinver Wealth Management Inc. | 30,124 | $755 | 03/31/2024 | | IBDP | 30,124 | $755 | 03/31/2024 | | Honkamp Krueger Financial Services Inc. | 29,654 | $743 | 03/31/2024 | | IBDP | 29,654 | $743 | 03/31/2024 | | BCS Wealth Management | 29,465 | $738 | 03/31/2024 | | IBDP | 29,465 | $738 | 03/31/2024 | | American Money Management LLC | 29,366 | $736 | 03/31/2024 | | IBDP | 29,366 | $736 | 03/31/2024 | | 4Thought Financial Group Inc. | 28,081 | $703 | 03/31/2024 | | IBDP | 28,081 | $703 | 03/31/2024 | | Granite Harbor Advisors Inc. | 28,050 | $703 | 03/31/2024 | | IBDP | 28,050 | $703 | 03/31/2024 | | Stablepoint Partners LLC | 28,062 | $703 | 03/31/2024 | | IBDP | 28,062 | $703 | 03/31/2024 | | Sawtooth Solutions LLC | 27,068 | $674 | 12/31/2023 | | IBDP | 27,068 | $674 | 12/31/2023 | | Thoroughbred Financial Services LLC | 26,694 | $668 | 03/31/2024 | | IBDP | 26,694 | $668 | 03/31/2024 | | Reliant Wealth Planning | 26,525 | $661 | 12/31/2023 | | IBDP | 26,525 | $661 | 12/31/2023 | | Mattern Capital Management LLC | 25,804 | $643 | 12/31/2023 | | IBDP | 25,804 | $643 | 12/31/2023 | | Rockefeller Capital Management L.P. | 25,785 | $642 | 12/31/2023 | | IBDP | 25,785 | $642 | 12/31/2023 | | BKD Wealth Advisors LLC | 24,184 | $606 | 03/31/2024 | | IBDP | 24,184 | $606 | 03/31/2024 | | Atwater Malick LLC | 23,754 | $595 | 03/31/2024 | | IBDP | 23,754 | $595 | 03/31/2024 | | Dorsey & Whitney Trust CO LLC | 22,000 | $551 | 03/31/2024 | | IBDP | 22,000 | $551 | 03/31/2024 | | CFS Investment Advisory Services LLC | 22,136 | $551 | 12/31/2023 | | IBDP | 22,136 | $551 | 12/31/2023 | | Cornerstone Wealth Management LLC | 21,734 | $544 | 03/31/2024 | | IBDP | 21,734 | $544 | 03/31/2024 | | GAMMA Investing LLC | 21,411 | $536 | 03/31/2024 | | IBDP | 21,411 | $536 | 03/31/2024 | | Dearborn Partners LLC | 21,121 | $529 | 03/31/2024 | | IBDP | 21,121 | $529 | 03/31/2024 | | Curi Capital | 20,643 | $514 | 12/31/2023 | | IBDP | 20,643 | $514 | 12/31/2023 | | Round Rock Advisors LLC | 20,442 | $512 | 03/31/2024 | | IBDP | 20,442 | $512 | 03/31/2024 | | Carr Financial Group Corp | 20,389 | $511 | 03/31/2024 | | IBDP | 20,389 | $511 | 03/31/2024 | | Arcadia Investment Management Corp MI | 20,275 | $508 | 03/31/2024 | | IBDP | 20,275 | $508 | 03/31/2024 | | Equitable Holdings Inc. | 20,276 | $505 | 12/31/2023 | | IBDP | 20,276 | $505 | 12/31/2023 | | Retirement Group LLC | 20,000 | $501 | 03/31/2024 | | IBDP | 20,000 | $501 | 03/31/2024 | | Brookstone Capital Management | 19,778 | $495 | 03/31/2024 | | IBDP | 19,778 | $495 | 03/31/2024 | | Principal Securities Inc. | 19,720 | $494 | 03/31/2024 | | IBDP | 19,720 | $494 | 03/31/2024 | | Baron Silver Stevens Financial Advisors LLC | 19,521 | $489 | 03/31/2024 | | IBDP | 19,521 | $489 | 03/31/2024 | | Farther Finance Advisors LLC | 19,622 | $489 | 12/31/2023 | | IBDP | 19,622 | $489 | 12/31/2023 | | Cornell Pochily Investment Advisors Inc. | 19,121 | $479 | 03/31/2024 | | IBDP | 19,121 | $479 | 03/31/2024 | | Stony Point Wealth Management Inc. | 19,035 | $477 | 03/31/2024 | | IBDP | 19,035 | $477 | 03/31/2024 | | Patriot Investment Management Inc. | 19,043 | $477 | 03/31/2024 | | IBDP | 19,043 | $477 | 03/31/2024 | | Buckingham Strategic Partners | 19,097 | $476 | 12/31/2023 | | IBDP | 19,097 | $476 | 12/31/2023 | | Wells Financial Advisors INC | 18,615 | $464 | 12/31/2023 | | IBDP | 18,615 | $464 | 12/31/2023 | | L & S Advisors Inc | 17,820 | $446 | 03/31/2024 | | IBDP | 17,820 | $446 | 03/31/2024 | | Kerntke Otto McGlone Wealth Management Group | 17,473 | $438 | 03/31/2024 | | IBDP | 17,473 | $438 | 03/31/2024 | | Integrated Advisors Network LLC | 16,984 | $425 | 03/31/2024 | | IBDP | 16,984 | $425 | 03/31/2024 | | Simplicity Wealth LLC | 16,755 | $420 | 03/31/2024 | | IBDP | 16,755 | $420 | 03/31/2024 | | Pinnacle Bank | 16,593 | $416 | 03/31/2024 | | IBDP | 16,593 | $416 | 03/31/2024 | | Delap Wealth Advisory LLC | 16,640 | $415 | 12/31/2023 | | IBDP | 16,640 | $415 | 12/31/2023 | | Sunbelt Securities Inc. | 16,332 | $409 | 03/31/2024 | | IBDP | 16,332 | $409 | 03/31/2024 | | American Planning Services Inc. | 16,201 | $406 | 03/31/2024 | | IBDP | 16,201 | $406 | 03/31/2024 | | Wealth Group Ltd. | 16,159 | $405 | 03/31/2024 | | IBDP | 16,159 | $405 | 03/31/2024 | | Montecito Bank & Trust | 15,919 | $399 | 03/31/2024 | | IBDP | 15,919 | $399 | 03/31/2024 | | Straight Path Wealth Management | 15,827 | $396 | 03/31/2024 | | IBDP | 15,827 | $396 | 03/31/2024 | | Cetera Advisors LLC | 15,741 | $392 | 12/31/2023 | | IBDP | 15,741 | $392 | 12/31/2023 | | Keel Point LLC | 15,532 | $389 | 03/31/2024 | | IBDP | 15,532 | $389 | 03/31/2024 | | Strategic Wealth Partners Group LLC | 15,040 | $377 | 03/31/2024 | | IBDP | 15,040 | $377 | 03/31/2024 | | United Community Bank | 15,014 | $376 | 03/31/2024 | | IBDP | 15,014 | $376 | 03/31/2024 | | Marathon Capital Management | 14,899 | $371 | 12/31/2023 | | IBDP | 14,899 | $371 | 12/31/2023 | | Miracle Mile Advisors LLC | 14,636 | $367 | 03/31/2024 | | IBDP | 14,636 | $367 | 03/31/2024 | | MKT Advisors LLC | 14,509 | $363 | 03/31/2024 | | IBDP | 14,509 | $363 | 03/31/2024 | | Bramshill Investments LLC | 14,481 | $361 | 12/31/2023 | | IBDP | 14,481 | $361 | 12/31/2023 | | Valley Forge Investment Consultants Inc. ADV | 14,205 | $356 | 03/31/2024 | | IBDP | 14,205 | $356 | 03/31/2024 | | Pine Haven Investment Counsel Inc | 13,850 | $347 | 03/31/2024 | | IBDP | 13,850 | $347 | 03/31/2024 | | Baird Financial Group Inc. | 13,737 | $342 | 12/31/2023 | | IBDP | 13,737 | $342 | 12/31/2023 | | L.M. Kohn & Company | 12,986 | $325 | 03/31/2024 | | IBDP | 12,986 | $325 | 03/31/2024 | | Horizons Wealth Management | 12,958 | $323 | 03/31/2024 | | IBDP | 12,958 | $323 | 03/31/2024 | | Koshinski Asset Management Inc. | 12,873 | $322 | 03/31/2024 | | IBDP | 12,873 | $322 | 03/31/2024 | | J. L. Bainbridge & Co. Inc. | 12,847 | $322 | 03/31/2024 | | IBDP | 12,847 | $322 | 03/31/2024 | | Ashton Thomas Private Wealth LLC | 12,656 | $317 | 03/31/2024 | | IBDP | 12,656 | $317 | 03/31/2024 | | Iron Financial LLC | 12,615 | $316 | 03/31/2024 | | IBDP | 12,615 | $316 | 03/31/2024 | | Childress Capital Advisors LLC | 12,461 | $312 | 03/31/2024 | | IBDP | 12,461 | $312 | 03/31/2024 | | Vance Wealth Inc. | 12,186 | $305 | 03/31/2024 | | IBDP | 12,186 | $305 | 03/31/2024 | | SILVER OAK SECURITIES Inc | 12,117 | $304 | 03/31/2024 | | IBDP | 12,117 | $304 | 03/31/2024 | | Granite Bay Wealth Management LLC | 12,000 | $301 | 03/31/2024 | | IBDP | 12,000 | $301 | 03/31/2024 | | Cassia Capital Partners LLC | 11,347 | $284 | 03/31/2024 | | IBDP | 11,347 | $284 | 03/31/2024 | | Belpointe Asset Management LLC | 11,221 | $281 | 03/31/2024 | | IBDP | 11,221 | $281 | 03/31/2024 | | Raymond James Trust CO. of NH | 11,171 | $280 | 03/31/2024 | | IBDP | 11,171 | $280 | 03/31/2024 | | Norway Savings Bank | 10,905 | $273 | 03/31/2024 | | IBDP | 10,905 | $273 | 03/31/2024 | | Resonant Capital Advisors LLC | 10,762 | $270 | 03/31/2024 | | IBDP | 10,762 | $270 | 03/31/2024 | | Guidance Point Advisors LLC | 10,728 | $269 | 03/31/2024 | | IBDP | 10,728 | $269 | 03/31/2024 | | AlphaCore Capital LLC | 10,750 | $268 | 12/31/2023 | | IBDP | 10,750 | $268 | 12/31/2023 | | Accretive Wealth Partners LLC | 10,669 | $267 | 03/31/2024 | | IBDP | 10,669 | $267 | 03/31/2024 | | Johnson Financial Group Inc. | 10,500 | $262 | 12/31/2023 | | IBDP | 10,500 | $262 | 12/31/2023 | | Advance Capital Management Inc. | 10,428 | $261 | 03/31/2024 | | IBDP | 10,428 | $261 | 03/31/2024 | | Johnson Bixby & Associates LLC | 10,345 | $259 | 03/31/2024 | | IBDP | 10,345 | $259 | 03/31/2024 | | Gladstone Institutional Advisory LLC | 10,390 | $259 | 12/31/2023 | | IBDP | 10,390 | $259 | 12/31/2023 | | Gilbert & Cook Inc. | 10,306 | $258 | 03/31/2024 | | IBDP | 10,306 | $258 | 03/31/2024 | | Colony Group LLC | 10,259 | $256 | 12/31/2023 | | IBDP | 10,259 | $256 | 12/31/2023 | | Harris Associates L P | 10,208 | $254 | 12/31/2023 | | IBDP | 10,208 | $254 | 12/31/2023 | | Wick Capital Partners LLC | 10,208 | $254 | 12/31/2023 | | IBDP | 10,208 | $254 | 12/31/2023 | | Capital Advisors Inc. OK | 10,062 | $252 | 03/31/2024 | | IBDP | 10,062 | $252 | 03/31/2024 | | Absolute Capital Management LLC | 9,500 | $238 | 03/31/2024 | | IBDP | 9,500 | $238 | 03/31/2024 | | Laidlaw Wealth Management LLC | 9,500 | $237 | 12/31/2023 | | IBDP | 9,500 | $237 | 12/31/2023 | | Csenge Advisory Group | 9,223 | $231 | 03/31/2024 | | IBDP | 9,223 | $231 | 03/31/2024 | | Cetera Advisor Networks LLC | 9,154 | $228 | 12/31/2023 | | IBDP | 9,154 | $228 | 12/31/2023 | | Oak Harbor Wealth Partners LLC | 9,049 | $227 | 03/31/2024 | | IBDP | 9,049 | $227 | 03/31/2024 | | Ogorek Anthony Joseph NY ADV | 8,938 | $223 | 03/31/2024 | | IBDP | 8,938 | $223 | 03/31/2024 | | Creekmur Asset Management LLC | 8,907 | $222 | 12/31/2023 | | IBDP | 8,907 | $222 | 12/31/2023 | | Fragasso Group Inc. | 8,799 | $220 | 03/31/2024 | | IBDP | 8,799 | $220 | 03/31/2024 | | Stockman Wealth Management Inc. | 8,655 | $217 | 03/31/2024 | | IBDP | 8,655 | $217 | 03/31/2024 | | Apollon Wealth Management LLC | 8,548 | $214 | 03/31/2024 | | IBDP | 8,548 | $214 | 03/31/2024 | | Bank of New Hampshire | 8,505 | $213 | 03/31/2024 | | IBDP | 8,505 | $213 | 03/31/2024 | | Donaldson Capital Management LLC | 8,432 | $211 | 03/31/2024 | | IBDP | 8,432 | $211 | 03/31/2024 | | Gateway Advisory LLC | 8,097 | $202 | 12/31/2023 | | IBDP | 8,097 | $202 | 12/31/2023 | | Strata Wealth Advisors LLC | 8,040 | $201 | 03/31/2024 | | IBDP | 8,040 | $201 | 03/31/2024 | | Adirondack Trust Co. | 7,218 | $181 | 03/31/2024 | | IBDP | 7,218 | $181 | 03/31/2024 | | Duncker Streett & Co. Inc. | 6,090 | $153 | 03/31/2024 | | IBDP | 6,090 | $153 | 03/31/2024 | | CIBC Private Wealth Group LLC | 6,077 | $152 | 03/31/2024 | | IBDP | 6,077 | $152 | 03/31/2024 | | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 6,000 | $150 | 03/31/2024 | | IBDP | 6,000 | $150 | 03/31/2024 | | Private Trust Co. NA | 5,444 | $136 | 03/31/2024 | | IBDP | 5,444 | $136 | 03/31/2024 | | JPMorgan Chase & Co. | 5,397 | $135 | 03/31/2024 | | IBDP | 5,397 | $135 | 03/31/2024 | | Addison Advisors LLC | 5,345 | $134 | 03/31/2024 | | IBDP | 5,345 | $134 | 03/31/2024 | | Bartlett & CO. Wealth Management LLC | 5,125 | $128 | 03/31/2024 | | IBDP | 5,125 | $128 | 03/31/2024 | | Bartlett & Co. LLC | 5,125 | $128 | 12/31/2023 | | IBDP | 5,125 | $128 | 12/31/2023 | | First Horizon Advisors Inc. | 4,841 | $121 | 03/31/2024 | | IBDP | 4,841 | $121 | 03/31/2024 | | BNP Paribas Arbitrage SA | 4,710 | $118 | 03/31/2024 | | IBDP | 4,710 | $118 | 03/31/2024 | | Koesten Hirschmann & Crabtree INC. | 4,750 | $118 | 12/31/2023 | | IBDP | 4,750 | $118 | 12/31/2023 | | Bogart Wealth LLC | 4,427 | $111 | 03/31/2024 | | IBDP | 4,427 | $111 | 03/31/2024 | | CVA Family Office LLC | 4,000 | $100 | 03/31/2024 | | IBDP | 4,000 | $100 | 03/31/2024 | | HHM Wealth Advisors LLC | 3,700 | $92 | 12/31/2023 | | IBDP | 3,700 | $92 | 12/31/2023 | | Ballast Advisors LLC | 3,641 | $91 | 03/31/2024 | | IBDP | 3,641 | $91 | 03/31/2024 | | Armstrong Advisory Group Inc. | 3,502 | $87 | 03/31/2024 | | IBDP | 3,502 | $87 | 03/31/2024 | | Anchor Investment Management LLC | 3,334 | $83 | 12/31/2023 | | IBDP | 3,334 | $83 | 12/31/2023 | | Tyler Stone Wealth Management | 3,044 | $76 | 12/31/2023 | | IBDP | 3,044 | $76 | 12/31/2023 | | Jackson Hole Capital Partners LLC | 2,674 | $67 | 03/31/2024 | | IBDP | 2,674 | $67 | 03/31/2024 | | Sachetta LLC | 2,600 | $65 | 03/31/2024 | | IBDP | 2,600 | $65 | 03/31/2024 | | Newbridge Financial Services Group Inc. | 2,241 | $56 | 03/31/2024 | | IBDP | 2,241 | $56 | 03/31/2024 | | Signaturefd LLC | 2,179 | $55 | 03/31/2024 | | IBDP | 2,179 | $55 | 03/31/2024 | | TD Capital Management LLC | 2,162 | $54 | 03/31/2024 | | IBDP | 2,162 | $54 | 03/31/2024 | | Godsey & Gibb Associates | 1,940 | $49 | 03/31/2024 | | IBDP | 1,940 | $49 | 03/31/2024 | | Evergreen Private Wealth LLC | 1,840 | $46 | 03/31/2024 | | IBDP | 1,840 | $46 | 03/31/2024 | | Front Row Advisors LLC | 1,845 | $46 | 12/31/2023 | | IBDP | 1,845 | $46 | 12/31/2023 | | Mather Group LLC. | 1,708 | $43 | 03/31/2024 | | IBDP | 1,708 | $43 | 03/31/2024 | | Geneos Wealth Management Inc. | 1,584 | $40 | 03/31/2024 | | IBDP | 1,584 | $40 | 03/31/2024 | | First Manhattan Co. | 1,450 | $36 | 12/31/2023 | | IBDP | 1,450 | $36 | 12/31/2023 | | BlackRock Inc. | 1,278 | $32 | 03/31/2024 | | IBDP | 1,278 | $32 | 03/31/2024 | | Householder Group Estate & Retirement Specialist LLC | 1,101 | $28 | 03/31/2024 | | IBDP | 1,101 | $28 | 03/31/2024 | | Blair William & Co. IL | 1,000 | $25 | 03/31/2024 | | IBDP | 1,000 | $25 | 03/31/2024 | | Prestige Wealth Management Group LLC | 1,010 | $25 | 03/31/2024 | | IBDP | 1,010 | $25 | 03/31/2024 | | Maryland Capital Advisors Inc. | 1,001 | $25 | 03/31/2024 | | IBDP | 1,001 | $25 | 03/31/2024 | | Trust Co | 949 | $24 | 03/31/2024 | | IBDP | 949 | $24 | 03/31/2024 | | Bradley & Co. Private Wealth Management LLC | 898 | $22 | 03/31/2024 | | IBDP | 898 | $22 | 03/31/2024 | | Colonial Trust Co SC | 800 | $20 | 12/31/2023 | | IBDP | 800 | $20 | 12/31/2023 | | Mascoma Wealth Management LLC | 700 | $18 | 03/31/2024 | | IBDP | 700 | $18 | 03/31/2024 | | The PNC Financial Services Group Inc. | 519 | $13 | 03/31/2024 | | IBDP | 519 | $13 | 03/31/2024 | | Edmond DE Rothschild Holding S.A. | 450 | $11 | 03/31/2024 | | IBDP | 450 | $11 | 03/31/2024 | | Fifth Third Bancorp | 384 | $10 | 03/31/2024 | | IBDP | 384 | $10 | 03/31/2024 | | Dunhill Financial LLC | 399 | $10 | 03/31/2024 | | IBDP | 399 | $10 | 03/31/2024 | | Financial Gravity Asset Management Inc. | 413 | $10 | 12/31/2023 | | IBDP | 413 | $10 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 384 | $10 | 12/31/2023 | | IBDP | 384 | $10 | 12/31/2023 | | AlphaMark Advisors LLC | 286 | $7 | 03/31/2024 | | IBDP | 286 | $7 | 03/31/2024 | | First PREMIER Bank | 288 | $7 | 03/31/2024 | | IBDP | 288 | $7 | 03/31/2024 | | Spire Wealth Management | 278 | $7 | 03/31/2024 | | IBDP | 278 | $7 | 03/31/2024 | | Penserra Capital Management LLC | 298 | $7 | 12/31/2023 | | IBDP | 298 | $7 | 12/31/2023 | | Proequities Inc. | 203 | $5 | 03/31/2024 | | IBDP | 203 | $5 | 03/31/2024 | | Legacy Bridge LLC | 200 | $5 | 03/31/2024 | | IBDP | 200 | $5 | 03/31/2024 | | Stephens Consulting LLC | 190 | $5 | 03/31/2024 | | IBDP | 190 | $5 | 03/31/2024 | | Assetmark Inc. | 159 | $4 | 03/31/2024 | | IBDP | 159 | $4 | 03/31/2024 | | Baystate Wealth Management LLC | 134 | $3 | 12/31/2023 | | IBDP | 134 | $3 | 12/31/2023 | | Tucker Asset Management LLC | 41 | $1 | 12/31/2023 | | IBDP | 41 | $1 | 12/31/2023 | | Pineridge Advisors LLC | 24 | $1 | 12/31/2023 | | IBDP | 24 | $1 | 12/31/2023 | | FMR LLC | 6 | $0 | 03/31/2024 | | IBDP | 6 | $0 | 03/31/2024 |
See Summary: Institutional Holders of IBDP
See Details: Top 10 Hedge Funds Holding IBDP
Also See: IBDP Holdings Changes
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