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This page summarizes the IBMN 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 IBMN 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 | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IBMN Share Count |
|---|
| Cambridge Investment Research Advisors Inc. |
10,378 |
82,662 |
+72,284 |
+696.51% |
| Lbmc Investment Advisors LLC |
102,671 |
193,860 |
+91,189 |
+88.82% |
| Lincoln National Corp |
22,518 |
41,839 |
+19,321 |
+85.80% |
| Paradiem LLC |
77,194 |
114,986 |
+37,792 |
+48.96% |
| Sonata Capital Group Inc. |
62,460 |
89,785 |
+27,325 |
+43.75% |
| CENTRAL TRUST Co |
69,498 |
98,659 |
+29,161 |
+41.96% |
| Janney Montgomery Scott LLC |
9,367 |
12,802 |
+3,435 |
+36.67% |
| Horan Securities Inc. |
11,548 |
15,630 |
+4,082 |
+35.35% |
| Lantz Financial LLC |
20,688 |
25,482 |
+4,794 |
+23.17% |
| Granite Harbor Advisors Inc. |
25,336 |
30,905 |
+5,569 |
+21.98% |
| Atwater Malick LLC |
57,297 |
63,049 |
+5,752 |
+10.04% |
| Raymond James & Associates |
138,117 |
151,539 |
+13,422 |
+9.72% |
| Kathmere Capital Management LLC |
581,039 |
634,147 |
+53,108 |
+9.14% |
| Praetorian Wealth Management Inc. |
228,004 |
239,267 |
+11,263 |
+4.94% |
| CWM LLC |
17,574 |
18,322 |
+748 |
+4.26% |
| Commonwealth Equity Services LLC |
244,532 |
254,475 |
+9,943 |
+4.07% |
| Capital Investment Advisors LLC |
34,267 |
34,714 |
+447 |
+1.30% |
| First Affirmative Financial Network |
13,913 |
14,084 |
+171 |
+1.23% |
| Raymond James Financial Services Advisors Inc. |
161,928 |
163,703 |
+1,775 |
+1.10% |
| Howland Capital Management LLC |
62,365 |
62,890 |
+525 |
+0.84% |
| Ashton Thomas Private Wealth LLC |
250,127 |
251,857 |
+1,730 |
+0.69% |
| Cyndeo Wealth Partners LLC |
145,715 |
146,545 |
+830 |
+0.57% |
| Archford Capital Strategies LLC |
19,136 |
19,242 |
+106 |
+0.55% |
| Stratos Wealth Partners LTD. |
38,297 |
38,430 |
+133 |
+0.35% |
| Signature Wealth Management Group |
57,262 |
57,422 |
+160 |
+0.28% |
| 4J Wealth Management LLC |
20,820 |
20,843 |
+23 |
+0.11% |
| Princeton Global Asset Management LLC |
13,528 |
13,535 |
+7 |
+0.05% |
| Rehmann Capital Advisory Group |
10,412 |
10,414 |
+2 |
+0.02% |
| 13F Filers Reporting New Positions In IBMN |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Honkamp Krueger Financial Services Inc. |
0 |
28,295 |
+28,295 |
+100% |
| Confluence Investment Management LLC |
0 |
29,090 |
+29,090 |
+100% |
| Sigma Planning Corp |
0 |
8,599 |
+8,599 |
+100% |
| Amplius Wealth Advisors LLC |
0 |
332,542 |
+332,542 |
+100% |
| Quantum Financial Advisors LLC |
0 |
137,917 |
+137,917 |
+100% |
| RIA Advisory Group LLC |
0 |
47,102 |
+47,102 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
1 |
1 |
UNCH |
0.00% |
| Ogorek Anthony Joseph NY ADV |
709 |
709 |
UNCH |
0.00% |
| Gould Asset Management LLC CA |
16,345 |
16,345 |
UNCH |
0.00% |
| Private Trust Co. NA |
6,387 |
6,387 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
3,440 |
3,440 |
UNCH |
0.00% |
| Asset Dedication LLC |
10,709 |
10,709 |
UNCH |
0.00% |
| Allworth Financial LP |
763 |
763 |
UNCH |
0.00% |
| Apollon Wealth Management LLC |
29,500 |
29,500 |
UNCH |
0.00% |
| MONECO Advisors LLC |
10,468 |
10,468 |
UNCH |
0.00% |
| BCS Wealth Management |
14,037 |
14,037 |
UNCH |
0.00% |
| NovaPoint Capital LLC |
10,009 |
10,009 |
UNCH |
0.00% |
| Johnson Bixby & Associates LLC |
11,115 |
11,115 |
UNCH |
0.00% |
| Stephens Consulting LLC |
300 |
300 |
UNCH |
0.00% |
| Cora Capital Advisors LLC |
11,950 |
11,950 |
UNCH |
0.00% |
| 13F Filers Decreasing IBMN Share Count |
|---|
| Bank of New Hampshire |
830 |
110 |
-720 |
-86.75% |
| Evergreen Private Wealth LLC |
30,333 |
4,462 |
-25,871 |
-85.29% |
| Paradigm Strategies in Wealth Management LLC |
31,162 |
15,394 |
-15,768 |
-50.60% |
| WJ Wealth Management LLC |
17,364 |
9,551 |
-7,813 |
-45.00% |
| Benjamin F. Edwards & Company Inc. |
47,815 |
29,185 |
-18,630 |
-38.96% |
| PFG Private Wealth Management LLC |
26,076 |
17,179 |
-8,897 |
-34.12% |
| Legacy Private Trust Co. |
17,499 |
13,629 |
-3,870 |
-22.12% |
| Colton Groome Financial Advisors LLC |
11,405 |
9,310 |
-2,095 |
-18.37% |
| Newman Dignan & Sheerar Inc. |
139,021 |
115,001 |
-24,020 |
-17.28% |
| Klingman & Associates LLC |
19,701 |
16,351 |
-3,350 |
-17.00% |
| Phillips Financial Management LLC |
47,913 |
40,804 |
-7,109 |
-14.84% |
| Woodmont Investment Counsel LLC |
104,650 |
94,650 |
-10,000 |
-9.56% |
| Cliftonlarsonallen Wealth Advisors LLC |
100,140 |
91,484 |
-8,656 |
-8.64% |
| Mutual Advisors LLC |
10,205 |
9,471 |
-734 |
-7.19% |
| Royal Harbor Partners LLC |
33,039 |
31,245 |
-1,794 |
-5.43% |
| Regions Financial Corp |
80,284 |
76,109 |
-4,175 |
-5.20% |
| Leavell Investment Management Inc. |
322,651 |
306,401 |
-16,250 |
-5.04% |
| Private Advisor Group LLC |
18,302 |
17,611 |
-691 |
-3.78% |
| Foundry Financial Group Inc. |
51,871 |
50,522 |
-1,349 |
-2.60% |
| WealthBridge Capital Management LLC |
12,055 |
11,942 |
-113 |
-0.94% |
| Blue Square Asset Management LLC |
49,507 |
49,109 |
-398 |
-0.80% |
| 13F Filers Exiting IBMN |
|---|
| Stablepoint Partners LLC |
7,820 |
0 |
-7,820 |
-100.00% |
| Envision Financial Planning LLC |
55,009 |
0 |
-55,009 |
-100.00% |
| Cornell Pochily Investment Advisors Inc. |
18,174 |
0 |
-18,174 |
-100.00% |
| Stratos Wealth Advisors LLC |
32,655 |
0 |
-32,655 |
-100.00% |
| Benjamin Edwards Inc. |
577 |
0 |
-577 |
-100.00% |
See Summary: Institutional Holders of IBMN
See Details: Top 10 Hedge Funds Holding IBMN
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