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This page summarizes the IEO 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 IEO 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 IEO Share Count |
CWM LLC |
6 |
513 |
+507 |
+8450.00% |
Turtle Creek Wealth Advisors LLC |
135 |
262 |
+127 |
+94.07% |
Simplex Trading LLC |
1,118 |
1,800 |
+682 |
+61.00% |
Cambridge Investment Research Advisors Inc. |
21,779 |
27,457 |
+5,678 |
+26.07% |
Private Advisor Group LLC |
10,935 |
12,651 |
+1,716 |
+15.69% |
Commonwealth Equity Services LLC |
64,337 |
73,062 |
+8,725 |
+13.56% |
J.W. Cole Advisors Inc. |
8,090 |
8,727 |
+637 |
+7.87% |
Alhambra Investment Partners LLC |
17,381 |
18,062 |
+681 |
+3.92% |
Wealth Management Partners LLC |
13,327 |
13,554 |
+227 |
+1.70% |
Bangor Savings Bank |
178 |
181 |
+3 |
+1.69% |
Mezzasalma Advisors LLC |
8,658 |
8,728 |
+70 |
+0.81% |
Benedict Financial Advisors Inc. |
17,559 |
17,601 |
+42 |
+0.24% |
Essex Financial Services Inc. |
2,589 |
2,591 |
+2 |
+0.08% |
13F Filers Reporting New Positions In IEO |
Schmidt P J Investment Management Inc. |
0 |
2,012 |
+2,012 |
+100% |
Sequoia Financial Advisors LLC |
0 |
2,033 |
+2,033 |
+100% |
Stratos Wealth Partners LTD. |
0 |
2,690 |
+2,690 |
+100% |
Dakota Wealth Management |
0 |
2,320 |
+2,320 |
+100% |
MinichMacGregor Wealth Management LLC |
0 |
62,273 |
+62,273 |
+100% |
Coastal Investment Advisors Inc. |
0 |
65 |
+65 |
+100% |
LifeSteps Financial Inc. |
0 |
100 |
+100 |
+100% |
Bluesphere Advisors LLC |
0 |
2,535 |
+2,535 |
+100% |
Red Tortoise LLC |
0 |
1,109 |
+1,109 |
+100% |
13F Filers With Unchanged Share Count |
Caldwell Sutter Capital Inc. |
200 |
200 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
8,486 |
8,486 |
UNCH |
0.00% |
First Horizon Advisors Inc. |
2,262 |
2,262 |
UNCH |
0.00% |
JJJ Advisors Inc. |
30 |
30 |
UNCH |
0.00% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
1,825 |
1,825 |
UNCH |
0.00% |
Founders Capital Management |
350 |
350 |
UNCH |
0.00% |
GPS Wealth Strategies Group LLC |
250 |
250 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
255 |
255 |
UNCH |
0.00% |
Spire Wealth Management |
235 |
235 |
UNCH |
0.00% |
Activest Wealth Management |
4 |
4 |
UNCH |
0.00% |
Register Financial Advisors LLC |
4 |
4 |
UNCH |
0.00% |
13F Filers Decreasing IEO Share Count |
Harbor Investment Advisory LLC |
3,806 |
2,050 |
-1,756 |
-46.14% |
Zurcher Kantonalbank Zurich Cantonalbank |
1,219 |
687 |
-532 |
-43.64% |
HighMark Wealth Management LLC |
250 |
151 |
-99 |
-39.60% |
Wealth Enhancement Advisory Services LLC |
3,637 |
2,217 |
-1,420 |
-39.04% |
Global Retirement Partners LLC |
349 |
250 |
-99 |
-28.37% |
Raymond James & Associates |
60,614 |
45,236 |
-15,378 |
-25.37% |
Raymond James Financial Services Advisors Inc. |
45,568 |
35,279 |
-10,289 |
-22.58% |
Brookstone Capital Management |
20,005 |
15,881 |
-4,124 |
-20.61% |
Fifth Third Securities Inc. |
3,424 |
2,828 |
-596 |
-17.41% |
Cottonwood Capital Advisors LLC |
30,866 |
28,040 |
-2,826 |
-9.16% |
Sunbelt Securities Inc. |
3,103 |
2,972 |
-131 |
-4.22% |
Altfest L J & Co. Inc. |
5,035 |
4,853 |
-182 |
-3.61% |
Independent Family Office LLC |
17,899 |
17,339 |
-560 |
-3.13% |
PCG Wealth Advisors LLC |
15,262 |
14,828 |
-434 |
-2.84% |
Grimes & Company Inc. |
33,880 |
33,368 |
-512 |
-1.51% |
NBC Securities Inc. |
929 |
925 |
-4 |
-0.43% |
Carret Asset Management LLC |
25,321 |
25,246 |
-75 |
-0.30% |
13F Filers Exiting IEO |
Granite Bay Wealth Management LLC |
2,075,791 |
0 |
-2,075,791 |
-100.00% |
Highview Capital Management LLC DE |
5,391 |
0 |
-5,391 |
-100.00% |
Newbridge Financial Services Group Inc. |
55 |
0 |
-55 |
-100.00% |
International Assets Investment Management LLC |
111,688 |
0 |
-111,688 |
-100.00% |
Steel Peak Wealth Management LLC |
3,309 |
0 |
-3,309 |
-100.00% |
Tsfg LLC |
90 |
0 |
-90 |
-100.00% |
Lindbrook Capital LLC |
102 |
0 |
-102 |
-100.00% |
Meridian Wealth Management LLC |
2,573 |
0 |
-2,573 |
-100.00% |
Canal Capital Management LLC |
31,061 |
0 |
-31,061 |
-100.00% |
Allworth Financial LP |
220 |
0 |
-220 |
-100.00% |
Gradient Investments LLC |
423 |
0 |
-423 |
-100.00% |
See Summary: Institutional Holders of IEO
See Details: Top 10 Hedge Funds Holding IEO
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