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This page summarizes the IFRA 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 IFRA 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 IFRA Share Count |
|---|
| Fifth Third Bancorp |
174 |
808 |
+634 |
+364.37% |
| AdvisorNet Financial Inc |
19,993 |
91,640 |
+71,647 |
+358.36% |
| Sigma Planning Corp |
5,973 |
18,019 |
+12,046 |
+201.67% |
| Simplicity Wealth LLC |
8,058 |
22,202 |
+14,144 |
+175.53% |
| Larson Financial Group LLC |
10 |
17 |
+7 |
+70.00% |
| Benjamin F. Edwards & Company Inc. |
5,238 |
8,542 |
+3,304 |
+63.08% |
| W Advisors LLC |
5,292 |
7,435 |
+2,143 |
+40.50% |
| Raymond James Financial Services Advisors Inc. |
143,713 |
199,455 |
+55,742 |
+38.79% |
| Sound Income Strategies LLC |
2,035 |
2,781 |
+746 |
+36.66% |
| Mosley Wealth Management |
6,501 |
8,669 |
+2,168 |
+33.35% |
| Twin Peaks Wealth Advisors LLC |
5,570 |
7,276 |
+1,706 |
+30.63% |
| LGT Financial Advisors LLC |
755 |
953 |
+198 |
+26.23% |
| Perigon Wealth Management LLC |
19,330 |
23,554 |
+4,224 |
+21.85% |
| Apeiron RIA LLC |
23,072 |
27,766 |
+4,694 |
+20.35% |
| Sumitomo Life Insurance Co. |
229,000 |
273,000 |
+44,000 |
+19.21% |
| Mutual Advisors LLC |
17,809 |
21,179 |
+3,370 |
+18.92% |
| Lane & Associates LLC |
7,643 |
8,971 |
+1,328 |
+17.38% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
486 |
563 |
+77 |
+15.84% |
| First Horizon Advisors Inc. |
29,738 |
34,057 |
+4,319 |
+14.52% |
| True Vision MN LLC |
9,385 |
10,669 |
+1,284 |
+13.68% |
| Signal Advisors Wealth LLC |
10,013 |
11,354 |
+1,341 |
+13.39% |
| Merit Financial Group LLC |
57,956 |
64,263 |
+6,307 |
+10.88% |
| Aspire Private Capital LLC |
2,695 |
2,981 |
+286 |
+10.61% |
| Mayflower Financial Advisors LLC |
16,145 |
17,594 |
+1,449 |
+8.97% |
| Derbend Asset Management |
33,047 |
35,950 |
+2,903 |
+8.78% |
| Sharkey Howes & Javer |
59,678 |
64,422 |
+4,744 |
+7.95% |
| 4J Wealth Management LLC |
17,653 |
19,008 |
+1,355 |
+7.68% |
| Sowell Financial Services LLC |
59,033 |
63,450 |
+4,417 |
+7.48% |
| Dentgroup LLC |
5,846 |
6,240 |
+394 |
+6.74% |
| Lantz Financial LLC |
13,241 |
14,118 |
+877 |
+6.62% |
| J.W. Cole Advisors Inc. |
25,071 |
26,518 |
+1,447 |
+5.77% |
| Retirement Guys Formula LLC |
52,682 |
55,714 |
+3,032 |
+5.76% |
| Bay Harbor Wealth Management LLC |
23,451 |
24,794 |
+1,343 |
+5.73% |
| Patriot Financial Group Insurance Agency LLC |
5,402 |
5,709 |
+307 |
+5.68% |
| Marks Group Wealth Management Inc |
5,272 |
5,558 |
+286 |
+5.42% |
| One Wealth Advisors LLC |
40,757 |
42,955 |
+2,198 |
+5.39% |
| Centurion Wealth Management LLC |
11,274 |
11,877 |
+603 |
+5.35% |
| Forthright Family Wealth Advisory LLC |
27,695 |
29,148 |
+1,453 |
+5.25% |
| Clear Creek Financial Management LLC |
5,510 |
5,763 |
+253 |
+4.59% |
| UMA Financial Services Inc. |
39,130 |
40,900 |
+1,770 |
+4.52% |
| Bank of New York Mellon Corp |
256,480 |
267,881 |
+11,401 |
+4.45% |
| CWM LLC |
887,402 |
925,049 |
+37,647 |
+4.24% |
| Madrona Financial Services LLC |
27,882 |
29,025 |
+1,143 |
+4.10% |
| Apollon Wealth Management LLC |
36,419 |
37,842 |
+1,423 |
+3.91% |
| Detalus Advisors LLC |
41,017 |
42,491 |
+1,474 |
+3.59% |
| Wealth Enhancement Advisory Services LLC |
38,210 |
39,513 |
+1,303 |
+3.41% |
| Proequities Inc. |
25,606 |
26,400 |
+794 |
+3.10% |
| ShoreHaven Wealth Partners LLC |
26,420 |
27,230 |
+810 |
+3.07% |
| Laurel Wealth Planning LLC |
209,785 |
216,198 |
+6,413 |
+3.06% |
| Cypress Wealth Services LLC |
42,892 |
44,161 |
+1,269 |
+2.96% |
| Criterion Capital Advisors LLC |
712 |
733 |
+21 |
+2.95% |
| Buttonwood Financial Group LLC |
53,360 |
54,816 |
+1,456 |
+2.73% |
| Northwest Capital Management Inc |
66,448 |
68,232 |
+1,784 |
+2.68% |
| Financial Freedom LLC |
44 |
45 |
+1 |
+2.27% |
| HighTower Advisors LLC |
132,274 |
135,210 |
+2,936 |
+2.22% |
| TNF LLC |
35,335 |
36,050 |
+715 |
+2.02% |
| Creative Financial Designs Inc. ADV |
4,930 |
5,020 |
+90 |
+1.83% |
| Liberty Wealth Management LLC |
64,857 |
66,040 |
+1,183 |
+1.82% |
| Stratos Wealth Advisors LLC |
51,677 |
52,498 |
+821 |
+1.59% |
| FFG Retirement Advisors LLC |
14,241 |
14,409 |
+168 |
+1.18% |
| Sovereign Financial Group Inc. |
9,680 |
9,793 |
+113 |
+1.17% |
| Congress Wealth Management LLC DE |
11,791 |
11,929 |
+138 |
+1.17% |
| Warner Financial Inc. |
38,350 |
38,769 |
+419 |
+1.09% |
| JJJ Advisors Inc. |
121 |
122 |
+1 |
+0.83% |
| Cobblestone Asset Management LLC |
22,964 |
23,152 |
+188 |
+0.82% |
| Brookstone Capital Management |
30,481 |
30,714 |
+233 |
+0.76% |
| Brio Consultants LLC |
169,138 |
170,413 |
+1,275 |
+0.75% |
| Strategy Asset Managers LLC |
32,392 |
32,600 |
+208 |
+0.64% |
| JNBA Financial Advisors |
212 |
213 |
+1 |
+0.47% |
| SOA Wealth Advisors LLC. |
2,669 |
2,679 |
+10 |
+0.37% |
| Spectrum Wealth Counsel LLC |
55,908 |
56,102 |
+194 |
+0.35% |
| Harbor Investment Advisory LLC |
322 |
323 |
+1 |
+0.31% |
| RSM US Wealth Management LLC |
19,857 |
19,886 |
+29 |
+0.15% |
| Patriot Investment Management Inc. |
5,180 |
5,182 |
+2 |
+0.04% |
| Financial Perspectives Inc |
13,632 |
13,633 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In IFRA |
|---|
| Hazlett Burt & Watson Inc. |
0 |
19 |
+19 |
+100% |
| Schmidt P J Investment Management Inc. |
0 |
4,978 |
+4,978 |
+100% |
| Principal Financial Group Inc. |
0 |
91,775 |
+91,775 |
+100% |
| Mather Group LLC. |
0 |
1,712 |
+1,712 |
+100% |
| Sugarloaf Wealth Management LLC |
0 |
176 |
+176 |
+100% |
| Moneywise Inc. |
0 |
10,365 |
+10,365 |
+100% |
| Versant Capital Management Inc |
0 |
113 |
+113 |
+100% |
| Western Wealth Management LLC |
0 |
4,884 |
+4,884 |
+100% |
| Transcend Wealth Collective LLC |
0 |
4,671 |
+4,671 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
142 |
+142 |
+100% |
| Banque Cantonale Vaudoise |
0 |
2,000 |
+2,000 |
+100% |
| Tsfg LLC |
0 |
24,039 |
+24,039 |
+100% |
| LifeSteps Financial Inc. |
0 |
565 |
+565 |
+100% |
| Concord Wealth Partners |
0 |
15 |
+15 |
+100% |
| Legacy Financial Group LLC |
0 |
32,462 |
+32,462 |
+100% |
| Clearview Wealth Advisors LLC |
0 |
4,663 |
+4,663 |
+100% |
| Strategic Equity Management |
0 |
24,694 |
+24,694 |
+100% |
| Eagle Strategies LLC |
0 |
7,261 |
+7,261 |
+100% |
| Sutton Place Investors LLC |
0 |
5,008 |
+5,008 |
+100% |
| AlphaQ Advisors LLC |
0 |
96,594 |
+96,594 |
+100% |
| Eaton Financial Holdings Company LLC |
0 |
76,462 |
+76,462 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
1,591 |
+1,591 |
+100% |
| OMNI 360 Wealth Inc. |
0 |
4,844 |
+4,844 |
+100% |
| Ehrlich Financial Group |
0 |
6,381 |
+6,381 |
+100% |
| Focus Financial Network Inc. |
0 |
24,458 |
+24,458 |
+100% |
| Adapt Wealth Advisors LLC |
0 |
66,500 |
+66,500 |
+100% |
| McCarthy & Cox |
0 |
5,021 |
+5,021 |
+100% |
| Diversify Advisory Services LLC |
0 |
31,426 |
+31,426 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Valley National Advisers Inc. |
3,614 |
3,614 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
415 |
415 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
200 |
200 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
1,420 |
1,420 |
UNCH |
0.00% |
| Key Financial Inc |
12 |
12 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
307 |
307 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
3,132 |
3,132 |
UNCH |
0.00% |
| Peoples Bank KS |
2,328 |
2,328 |
UNCH |
0.00% |
| 13F Filers Decreasing IFRA Share Count |
|---|
| Salem Investment Counselors Inc. |
929 |
29 |
-900 |
-96.88% |
| Asset Dedication LLC |
440 |
84 |
-356 |
-80.91% |
| First Pacific Financial |
35 |
12 |
-23 |
-65.71% |
| MA Private Wealth |
17,652 |
8,561 |
-9,091 |
-51.50% |
| Fiduciary Alliance LLC |
49,455 |
24,454 |
-25,001 |
-50.55% |
| Pallas Capital Advisors LLC |
16,622 |
8,742 |
-7,880 |
-47.41% |
| Raymond James & Associates |
125,986 |
71,257 |
-54,729 |
-43.44% |
| Park Place Capital Corp |
191 |
112 |
-79 |
-41.36% |
| Blue Bell Private Wealth Management LLC |
625 |
395 |
-230 |
-36.80% |
| Allworth Financial LP |
18,144 |
11,477 |
-6,667 |
-36.74% |
| Mascoma Wealth Management LLC |
9,359 |
6,049 |
-3,310 |
-35.37% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
95,594 |
63,121 |
-32,473 |
-33.97% |
| RCS Financial Planning LLC |
9,422 |
6,401 |
-3,021 |
-32.06% |
| NBT Bank N A NY |
2,619 |
1,845 |
-774 |
-29.55% |
| Geneos Wealth Management Inc. |
674 |
475 |
-199 |
-29.53% |
| Advisory Services Network LLC |
56,340 |
39,928 |
-16,412 |
-29.13% |
| Signaturefd LLC |
55 |
39 |
-16 |
-29.09% |
| RFG Advisory LLC |
26,939 |
19,360 |
-7,579 |
-28.13% |
| Global Retirement Partners LLC |
7,458 |
5,380 |
-2,078 |
-27.86% |
| Allen Capital Group LLC |
13,167 |
10,163 |
-3,004 |
-22.81% |
| Baron Silver Stevens Financial Advisors LLC |
5,980 |
4,630 |
-1,350 |
-22.58% |
| Commonwealth Retirement Investments LLC |
6,906 |
5,611 |
-1,295 |
-18.75% |
| Kestra Private Wealth Services LLC |
71,737 |
58,836 |
-12,901 |
-17.98% |
| Millburn Ridgefield Corp |
10,425 |
8,640 |
-1,785 |
-17.12% |
| Patton Albertson Miller Group LLC |
255,558 |
213,066 |
-42,492 |
-16.63% |
| NBC Securities Inc. |
8,572 |
7,160 |
-1,412 |
-16.47% |
| WealthShield Partners LLC |
26,610 |
22,330 |
-4,280 |
-16.08% |
| Advocacy Wealth Management Services LLC |
223,237 |
188,960 |
-34,277 |
-15.35% |
| Cambridge Investment Research Advisors Inc. |
189,074 |
160,395 |
-28,679 |
-15.17% |
| VCI Wealth Management LLC |
38,276 |
32,605 |
-5,671 |
-14.82% |
| Strategic Blueprint LLC |
53,129 |
45,505 |
-7,624 |
-14.35% |
| Private Trust Co. NA |
2,637 |
2,263 |
-374 |
-14.18% |
| Shira Ridge Wealth Management |
78,977 |
69,587 |
-9,390 |
-11.89% |
| Venturi Wealth Management LLC |
8,709 |
7,719 |
-990 |
-11.37% |
| FinTrust Capital Advisors LLC |
1,227 |
1,105 |
-122 |
-9.94% |
| Park Avenue Securities LLC |
772,517 |
697,796 |
-74,721 |
-9.67% |
| JB Capital LLC |
264,548 |
240,553 |
-23,995 |
-9.07% |
| Phillips Financial Management LLC |
220 |
201 |
-19 |
-8.64% |
| Lincoln National Corp |
13,460 |
12,335 |
-1,125 |
-8.36% |
| Ronald Blue Trust Inc. |
64,275 |
58,908 |
-5,367 |
-8.35% |
| STA Wealth Management LLC |
14,189 |
13,033 |
-1,156 |
-8.15% |
| Steel Peak Wealth Management LLC |
50,654 |
46,856 |
-3,798 |
-7.50% |
| Austin Private Wealth LLC |
92,885 |
86,556 |
-6,329 |
-6.81% |
| TRUE Private Wealth Advisors |
6,091 |
5,703 |
-388 |
-6.37% |
| Certus Wealth Management LLC |
15,053 |
14,252 |
-801 |
-5.32% |
| Private Advisor Group LLC |
39,543 |
38,015 |
-1,528 |
-3.86% |
| Horst & Graben Wealth Management LLC |
73,418 |
70,882 |
-2,536 |
-3.45% |
| Janney Montgomery Scott LLC |
464,986 |
450,263 |
-14,723 |
-3.17% |
| Wealth Management Resources Inc. |
187,328 |
181,604 |
-5,724 |
-3.06% |
| Money Concepts Capital Corp |
48,195 |
47,003 |
-1,192 |
-2.47% |
| Spire Wealth Management |
19,155 |
18,738 |
-417 |
-2.18% |
| Keystone Wealth Services LLC |
5,006 |
4,903 |
-103 |
-2.06% |
| Commonwealth Equity Services LLC |
322,244 |
315,916 |
-6,328 |
-1.96% |
| Parallel Advisors LLC |
1,975 |
1,939 |
-36 |
-1.82% |
| Kingswood Wealth Advisors LLC |
7,912 |
7,787 |
-125 |
-1.58% |
| Csenge Advisory Group |
14,189 |
13,995 |
-194 |
-1.37% |
| Envestnet Portfolio Solutions Inc. |
977,037 |
964,404 |
-12,633 |
-1.29% |
| Cardinal Strategic Wealth Guidance |
26,731 |
26,461 |
-270 |
-1.01% |
| Werba Rubin Papier Wealth Management |
15,468 |
15,323 |
-145 |
-0.94% |
| Stokes Family Office LLC |
90,394 |
89,579 |
-815 |
-0.90% |
| Pettinga Financial Advisors LLC |
88,776 |
88,115 |
-661 |
-0.74% |
| Sunbelt Securities Inc. |
11,637 |
11,580 |
-57 |
-0.49% |
| Arden Trust Co |
130,052 |
129,504 |
-548 |
-0.42% |
| Firethorn Wealth Partners LLC |
12,991 |
12,944 |
-47 |
-0.36% |
| ONE Advisory Partners LLC |
37,123 |
37,010 |
-113 |
-0.30% |
| HB Wealth Management LLC |
7,928 |
7,906 |
-22 |
-0.28% |
| Hoxton Planning & Management LLC |
11,932 |
11,900 |
-32 |
-0.27% |
| 13F Filers Exiting IFRA |
|---|
| CAP Partners LLC |
5,268 |
0 |
-5,268 |
-100.00% |
| Arlington Trust Co LLC |
27 |
0 |
-27 |
-100.00% |
| ORG Partners LLC |
1,124 |
0 |
-1,124 |
-100.00% |
| Security Financial Services INC. |
30,473 |
0 |
-30,473 |
-100.00% |
| Granite Bay Wealth Management LLC |
17,010 |
0 |
-17,010 |
-100.00% |
| Iron Horse Wealth Management LLC |
165 |
0 |
-165 |
-100.00% |
| Tennessee Valley Asset Management Partners |
14 |
0 |
-14 |
-100.00% |
| International Assets Investment Management LLC |
42,404 |
0 |
-42,404 |
-100.00% |
| Aprio Wealth Management LLC |
5,563 |
0 |
-5,563 |
-100.00% |
| Atlas Private Wealth Management |
18,846 |
0 |
-18,846 |
-100.00% |
| IFG Advisory LLC |
8,042 |
0 |
-8,042 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
81 |
0 |
-81 |
-100.00% |
| FDx Advisors Inc. |
6,720 |
0 |
-6,720 |
-100.00% |
| Gradient Investments LLC |
18 |
0 |
-18 |
-100.00% |
| Parkside Financial Bank & Trust |
43 |
0 |
-43 |
-100.00% |
| Hanson & Doremus Investment Management |
19 |
0 |
-19 |
-100.00% |
| Brown Advisory Inc. |
7,655 |
0 |
-7,655 |
-100.00% |
| BNP Paribas Arbitrage SA |
17 |
0 |
-17 |
-100.00% |
| Massmutual Trust Co. FSB ADV |
88 |
0 |
-88 |
-100.00% |
| Tompkins Financial Corp |
31 |
0 |
-31 |
-100.00% |
See Summary: Institutional Holders of IFRA
See Details: Top 10 Hedge Funds Holding IFRA
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