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This page summarizes the IBMI holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2020 period, comparing share count change from 3/31/2020 to 6/30/2020.
Share count is compared over these two periods to provide an indication of whether IBMI 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).
| Filer | 3/31/2020
Share Count | 6/30/2020
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IBMI Share Count |
|---|
| BlackRock Inc. |
137 |
2,717 |
+2,580 |
+1883.21% |
| US Bancorp DE |
505,597 |
1,004,183 |
+498,586 |
+98.61% |
| IFP Advisors Inc |
2,400 |
3,400 |
+1,000 |
+41.67% |
| Bank of America Corp DE |
479,094 |
663,501 |
+184,407 |
+38.49% |
| Fieldpoint Private Securities LLC |
65,500 |
81,673 |
+16,173 |
+24.69% |
| Captrust Financial Advisors |
8,034 |
9,905 |
+1,871 |
+23.29% |
| Phillips Financial Management LLC |
127,331 |
150,229 |
+22,898 |
+17.98% |
| Regions Financial Corp |
30,800 |
34,809 |
+4,009 |
+13.02% |
| Stonebridge Capital Advisors LLC |
105,543 |
118,297 |
+12,754 |
+12.08% |
| Sandy Spring Bank |
19,650 |
21,800 |
+2,150 |
+10.94% |
| Ameriprise Financial Inc. |
49,016 |
53,230 |
+4,214 |
+8.60% |
| Mariner LLC |
96,225 |
104,461 |
+8,236 |
+8.56% |
| Morgan Stanley |
398,480 |
431,015 |
+32,535 |
+8.16% |
| Leavell Investment Management Inc. |
207,341 |
221,861 |
+14,520 |
+7.00% |
| Royal Bank of Canada |
69,736 |
74,167 |
+4,431 |
+6.35% |
| Roof Eidam & Maycock ADV |
38,460 |
40,520 |
+2,060 |
+5.36% |
| Wells Fargo & Company MN |
325,999 |
343,345 |
+17,346 |
+5.32% |
| Mercer Global Advisors Inc. ADV |
33,901 |
35,529 |
+1,628 |
+4.80% |
| Guidance Point Advisors LLC |
30,854 |
32,260 |
+1,406 |
+4.56% |
| Legacy Private Trust Co. |
157,675 |
163,675 |
+6,000 |
+3.81% |
| Brandywine Oak Private Wealth LLC |
113,574 |
116,976 |
+3,402 |
+3.00% |
| Commonwealth Equity Services LLC |
170,366 |
173,911 |
+3,545 |
+2.08% |
| Estate Counselors LLC |
110,395 |
112,315 |
+1,920 |
+1.74% |
| Altium Wealth Management LLC |
38,705 |
39,155 |
+450 |
+1.16% |
| Kathmere Capital Management LLC |
31,379 |
31,483 |
+104 |
+0.33% |
| Cedar Brook Financial Partners LLC |
23,719 |
23,740 |
+21 |
+0.09% |
| Ferris Capital LLC |
47,126 |
47,145 |
+19 |
+0.04% |
| 13F Filers Reporting New Positions In IBMI |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Truist Financial Corp |
0 |
25,059 |
+25,059 |
+100% |
| Creative Financial Designs Inc. ADV |
0 |
0 |
UNCH |
100% |
| Cliftonlarsonallen Wealth Advisors LLC |
0 |
127,970 |
+127,970 |
+100% |
| D.A. Davidson & CO. |
0 |
29,680 |
+29,680 |
+100% |
| National Asset Management Inc. |
0 |
21,495 |
+21,495 |
+100% |
| Cetera Advisor Networks LLC |
0 |
544 |
+544 |
+100% |
| Dynamic Advisor Solutions LLC |
0 |
7,848 |
+7,848 |
+100% |
| Archford Capital Strategies LLC |
0 |
8,985 |
+8,985 |
+100% |
| Wealthquest Corp |
0 |
132,147 |
+132,147 |
+100% |
| Bogart Wealth LLC |
0 |
1,343 |
+1,343 |
+100% |
| Patriot Investment Management Inc. |
0 |
2,740 |
+2,740 |
+100% |
| Eudaimonia Partners LLC |
0 |
4,070 |
+4,070 |
+100% |
| Praetorian Wealth Management Inc. |
0 |
36,178 |
+36,178 |
+100% |
| Rockbridge Investment Management LCC |
0 |
979 |
+979 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| JPMorgan Chase & Co. |
11,492 |
11,492 |
UNCH |
0.00% |
| CENTRAL TRUST Co |
400 |
400 |
UNCH |
0.00% |
| Stifel Financial Corp |
31,984 |
31,984 |
UNCH |
0.00% |
| Citigroup Inc. |
4,000 |
4,000 |
UNCH |
0.00% |
| Honkamp Krueger Financial Services Inc. |
26,734 |
26,734 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
1,970 |
1,970 |
UNCH |
0.00% |
| Ameritas Investment Partners Inc. |
8,060 |
8,060 |
UNCH |
0.00% |
| Peloton Wealth Strategists |
11,000 |
11,000 |
UNCH |
0.00% |
| Sonata Capital Group Inc. |
13,933 |
13,933 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
1,041 |
1,041 |
UNCH |
0.00% |
| Janney Montgomery Scott LLC |
14,601 |
14,601 |
UNCH |
0.00% |
| AMG National Trust Bank |
42,975 |
42,975 |
UNCH |
0.00% |
| Lee Financial Co |
6,151 |
6,151 |
UNCH |
0.00% |
| Cambridge Investment Research Advisors Inc. |
30,694 |
30,694 |
UNCH |
0.00% |
| Capital Directions Investment Advisors LLC |
19,690 |
19,690 |
UNCH |
0.00% |
| Donaldson Capital Management LLC |
8,467 |
8,467 |
UNCH |
0.00% |
| Autus Asset Management LLC |
11,500 |
11,500 |
UNCH |
0.00% |
| MCF Advisors LLC |
3,876 |
3,876 |
UNCH |
0.00% |
| Rehmann Capital Advisory Group |
8,050 |
8,050 |
UNCH |
0.00% |
| ETF Portfolio Partners Inc. |
24,035 |
24,035 |
UNCH |
0.00% |
| Capital Asset Advisory Services LLC |
489 |
489 |
UNCH |
0.00% |
| Parallel Advisors LLC |
4,104 |
4,104 |
UNCH |
0.00% |
| Resources Investment Advisors LLC. |
8,175 |
8,175 |
UNCH |
0.00% |
| Flagship Harbor Advisors LLC |
771 |
771 |
UNCH |
0.00% |
| New Capital Management LP |
4,301 |
4,301 |
UNCH |
0.00% |
| Pinnacle Bank |
1,400 |
1,400 |
UNCH |
0.00% |
| Personal Resources Investment & Strategic Management Inc. |
19,023 |
19,023 |
UNCH |
0.00% |
| Steward Partners Investment Advisory LLC |
2,625 |
2,625 |
UNCH |
0.00% |
| Laurel Wealth Advisors LLC |
3,900 |
3,900 |
UNCH |
0.00% |
| SlateStone Wealth LLC |
19,972 |
19,972 |
UNCH |
0.00% |
| Emerald Advisors LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Orion Portfolio Solutions LLC |
8,175 |
8,175 |
UNCH |
0.00% |
| 13F Filers Decreasing IBMI Share Count |
|---|
| Northern Oak Wealth Management Inc. |
8,708 |
398 |
-8,310 |
-95.43% |
| Fusion Family Wealth LLC |
164,699 |
15,669 |
-149,030 |
-90.49% |
| Flow Traders U.S. LLC |
94,812 |
13,134 |
-81,678 |
-86.15% |
| Susquehanna International Group LLP |
193,484 |
40,067 |
-153,417 |
-79.29% |
| Sentinel Pension Advisors Inc. |
59,407 |
15,160 |
-44,247 |
-74.48% |
| Wilbanks Smith & Thomas Asset Management LLC |
24,205 |
10,521 |
-13,684 |
-56.53% |
| Procyon Private Wealth Partners LLC |
977 |
450 |
-527 |
-53.94% |
| Fifth Third Bancorp |
3,095 |
1,610 |
-1,485 |
-47.98% |
| Jane Street Group LLC |
189,153 |
117,286 |
-71,867 |
-37.99% |
| Lincoln National Corp |
28,535 |
17,995 |
-10,540 |
-36.94% |
| Vista Private Wealth Partners. LLC |
22,838 |
15,255 |
-7,583 |
-33.20% |
| Resonant Capital Advisors LLC |
19,140 |
13,313 |
-5,827 |
-30.44% |
| UBS Group AG |
179,474 |
125,866 |
-53,608 |
-29.87% |
| Advisor Group Holdings Inc. |
32,715 |
24,196 |
-8,519 |
-26.04% |
| Asset Dedication LLC |
24,703 |
19,603 |
-5,100 |
-20.65% |
| First National Corp MA ADV |
40,321 |
32,251 |
-8,070 |
-20.01% |
| Royal Harbor Partners LLC |
24,449 |
19,588 |
-4,861 |
-19.88% |
| Raymond James Financial Services Advisors Inc. |
209,385 |
171,818 |
-37,567 |
-17.94% |
| Northwestern Mutual Wealth Management Co. |
208,961 |
172,486 |
-36,475 |
-17.46% |
| Vigilant Capital Management LLC |
12,350 |
10,235 |
-2,115 |
-17.13% |
| Actinver Wealth Management Inc. |
17,454 |
14,611 |
-2,843 |
-16.29% |
| Gateway Advisory LLC |
234,555 |
198,996 |
-35,559 |
-15.16% |
| Valley National Advisers Inc. |
47,939 |
41,127 |
-6,812 |
-14.21% |
| Integrated Wealth Concepts LLC |
10,373 |
8,990 |
-1,383 |
-13.33% |
| King Luther Capital Management Corp |
10,032 |
8,732 |
-1,300 |
-12.96% |
| Paulson Wealth Management Inc. |
51,089 |
44,521 |
-6,568 |
-12.86% |
| Private Advisor Group LLC |
194,273 |
170,810 |
-23,463 |
-12.08% |
| DAVENPORT & Co LLC |
34,535 |
30,885 |
-3,650 |
-10.57% |
| Sigma Investment Counselors Inc. |
27,907 |
25,081 |
-2,826 |
-10.13% |
| Envestnet Asset Management Inc. |
205,780 |
186,924 |
-18,856 |
-9.16% |
| Raymond James & Associates |
47,945 |
43,597 |
-4,348 |
-9.07% |
| Tlwm |
26,951 |
24,951 |
-2,000 |
-7.42% |
| United Capital Financial Advisers LLC |
206,311 |
191,499 |
-14,812 |
-7.18% |
| GWM Advisors LLC |
8,439 |
7,857 |
-582 |
-6.90% |
| Ausdal Financial Partners Inc. |
16,458 |
15,593 |
-865 |
-5.26% |
| Single Point Partners LLC |
37,559 |
35,656 |
-1,903 |
-5.07% |
| Valmark Advisers Inc. |
27,184 |
25,941 |
-1,243 |
-4.57% |
| HighTower Advisors LLC |
502,750 |
482,867 |
-19,883 |
-3.95% |
| Covington Investment Advisors Inc. |
35,950 |
35,090 |
-860 |
-2.39% |
| Carnegie Capital Asset Management LLC |
32,550 |
31,972 |
-578 |
-1.78% |
| LPL Financial LLC |
240,575 |
236,332 |
-4,243 |
-1.76% |
| Baird Financial Group Inc. |
14,680 |
14,424 |
-256 |
-1.74% |
| Beacon Pointe Advisors LLC |
94,933 |
94,245 |
-688 |
-0.72% |
| Stratos Wealth Partners LTD. |
9,948 |
9,947 |
-1 |
-0.01% |
| 13F Filers Exiting IBMI |
|---|
| Wealth Quarterback LLC |
692 |
0 |
-692 |
-100.00% |
| LifeSteps Financial Inc. |
70,472 |
0 |
-70,472 |
-100.00% |
| Financial Advocates Investment Management |
9,091 |
0 |
-9,091 |
-100.00% |
| Advisory Services Network LLC |
4,067 |
0 |
-4,067 |
-100.00% |
| EP Wealth Advisors LLC |
84,532 |
0 |
-84,532 |
-100.00% |
| Greenwich Investment Management Inc. |
7,950 |
0 |
-7,950 |
-100.00% |
| Citadel Advisors LLC |
81,466 |
0 |
-81,466 |
-100.00% |
| AdvisorNet Financial Inc |
660 |
0 |
-660 |
-100.00% |
| Ameritas Investment Company LLC |
2,164 |
0 |
-2,164 |
-100.00% |
| Synovus Financial Corp |
630 |
0 |
-630 |
-100.00% |
See Summary: Institutional Holders of IBMI
See Details: Top 10 Hedge Funds Holding IBMI
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