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|
|
This page summarizes the IJK 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 IJK 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 IJK Share Count |
|---|
| Sound Income Strategies LLC |
587 |
6,796 |
+6,209 |
+1057.75% |
| Aprio Wealth Management LLC |
3,750 |
11,538 |
+7,788 |
+207.68% |
| Smith & Howard Wealth Management LLC |
2,818 |
3,967 |
+1,149 |
+40.77% |
| Planning Capital Management Corp |
6,232 |
8,020 |
+1,788 |
+28.69% |
| Oxinas Partners Wealth Management LLC |
6,888 |
8,459 |
+1,571 |
+22.81% |
| Global Retirement Partners LLC |
33,489 |
40,874 |
+7,385 |
+22.05% |
| First Citizens Bank & Trust Co. |
9,988 |
11,899 |
+1,911 |
+19.13% |
| McAlister Sweet & Associates Inc. |
48,834 |
57,517 |
+8,683 |
+17.78% |
| Amplius Wealth Advisors LLC |
3,113 |
3,658 |
+545 |
+17.51% |
| Raymond James & Associates |
991,015 |
1,154,434 |
+163,419 |
+16.49% |
| Natixis Advisors L.P. |
19,169 |
22,321 |
+3,152 |
+16.44% |
| Capital Investment Advisors LLC |
6,385 |
7,425 |
+1,040 |
+16.29% |
| Vicus Capital |
13,794 |
15,847 |
+2,053 |
+14.88% |
| Maltin Wealth Management Inc. |
20,394 |
23,374 |
+2,980 |
+14.61% |
| Patten Group Inc. |
13,458 |
15,281 |
+1,823 |
+13.55% |
| Murphy Middleton Hinkle & Parker Inc. |
7,691 |
8,691 |
+1,000 |
+13.00% |
| Indiana Trust & Investment Management CO |
972 |
1,089 |
+117 |
+12.04% |
| Highview Capital Management LLC DE |
3,034 |
3,384 |
+350 |
+11.54% |
| Raymond James Trust N.A. |
21,706 |
24,122 |
+2,416 |
+11.13% |
| Financial Perspectives Inc |
979 |
1,086 |
+107 |
+10.93% |
| MONECO Advisors LLC |
15,556 |
17,215 |
+1,659 |
+10.66% |
| Bridges Investment Management Inc. |
5,036 |
5,536 |
+500 |
+9.93% |
| Wealth Enhancement Advisory Services LLC |
37,681 |
41,366 |
+3,685 |
+9.78% |
| Atlas Private Wealth Management |
13,698 |
14,884 |
+1,186 |
+8.66% |
| Bank of New Hampshire |
1,443 |
1,550 |
+107 |
+7.42% |
| Sunbelt Securities Inc. |
55,830 |
59,761 |
+3,931 |
+7.04% |
| LexAurum Advisors LLC |
6,307 |
6,679 |
+372 |
+5.90% |
| CX Institutional |
12,166 |
12,867 |
+701 |
+5.76% |
| Allworth Financial LP |
4,692 |
4,904 |
+212 |
+4.52% |
| Nations Financial Group Inc. IA ADV |
9,790 |
10,216 |
+426 |
+4.35% |
| Tritonpoint Wealth LLC |
48,727 |
50,841 |
+2,114 |
+4.34% |
| Legacy Bridge LLC |
1,460 |
1,522 |
+62 |
+4.25% |
| Hyperion Partners LLC |
7,167 |
7,401 |
+234 |
+3.26% |
| Harbor Investment Advisory LLC |
6,852 |
7,022 |
+170 |
+2.48% |
| CRA Financial Services LLC |
5,700 |
5,840 |
+140 |
+2.46% |
| Triangle Securities Wealth Management |
26,056 |
26,622 |
+566 |
+2.17% |
| Oldfather Financial Services LLC |
69,536 |
71,022 |
+1,486 |
+2.14% |
| Inspirion Wealth Advisors LLC |
212,902 |
216,958 |
+4,056 |
+1.91% |
| Valeo Financial Advisors LLC |
3,607 |
3,665 |
+58 |
+1.61% |
| Prosperity Planning Inc. |
7,119 |
7,228 |
+109 |
+1.53% |
| Edmonds Duncan Registered Investment Advisors LLC |
26,502 |
26,831 |
+329 |
+1.24% |
| Capital Advisors Ltd. LLC |
234,285 |
236,809 |
+2,524 |
+1.08% |
| Spire Wealth Management |
27,108 |
27,393 |
+285 |
+1.05% |
| City Holding Co. |
9,948 |
10,048 |
+100 |
+1.01% |
| Willis Johnson & Associates Inc. |
602,021 |
607,670 |
+5,649 |
+0.94% |
| Gleason Group Inc. |
152 |
153 |
+1 |
+0.66% |
| Allspring Global Investments Holdings LLC |
1,500 |
1,508 |
+8 |
+0.53% |
| Breakwater Capital Group |
9,863 |
9,914 |
+51 |
+0.52% |
| Glass Jacobson Investment Advisors llc |
20,683 |
20,787 |
+104 |
+0.50% |
| Dumont & Blake Investment Advisors LLC |
31,436 |
31,587 |
+151 |
+0.48% |
| Courier Capital LLC |
233,433 |
234,492 |
+1,059 |
+0.45% |
| Slow Capital Inc. |
49,241 |
49,451 |
+210 |
+0.43% |
| Peterson Wealth Advisors LLC |
7,366 |
7,396 |
+30 |
+0.41% |
| Wolff Financial Management LLC |
2,850 |
2,855 |
+5 |
+0.18% |
| FirstPurpose Wealth LLC |
4,967 |
4,976 |
+9 |
+0.18% |
| West Branch Capital LLC |
1,698 |
1,700 |
+2 |
+0.12% |
| Kowal Investment Group LLC |
3,371 |
3,375 |
+4 |
+0.12% |
| Fundamentun LLC |
5,753 |
5,759 |
+6 |
+0.10% |
| PCG Wealth Advisors LLC |
4,497 |
4,500 |
+3 |
+0.07% |
| Farmers & Merchants Investments Inc. |
23,257 |
23,271 |
+14 |
+0.06% |
| Summit Trail Advisors LLC |
12,341 |
12,348 |
+7 |
+0.06% |
| Sandy Cove Advisors LLC |
3,414 |
3,416 |
+2 |
+0.06% |
| Chicago Partners Investment Group LLC |
9,418 |
9,423 |
+5 |
+0.05% |
| Stratos Wealth Advisors LLC |
4,141 |
4,143 |
+2 |
+0.05% |
| SeaCrest Wealth Management LLC |
4,108 |
4,110 |
+2 |
+0.05% |
| Fiduciary Alliance LLC |
11,153 |
11,159 |
+6 |
+0.05% |
| Sigma Investment Counselors Inc. |
6,812 |
6,815 |
+3 |
+0.04% |
| NBC Securities Inc. |
3,394 |
3,395 |
+1 |
+0.03% |
| Veracity Capital LLC |
7,086 |
7,087 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In IJK |
|---|
| Argus Investors Counsel Inc. |
0 |
3,200 |
+3,200 |
+100% |
| Wiley BROS. Aintree Capital LLC |
0 |
2,923 |
+2,923 |
+100% |
| Chapin Davis Inc. |
0 |
2,446 |
+2,446 |
+100% |
| Matthew Goff Investment Advisor LLC |
0 |
3,199 |
+3,199 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
962 |
+962 |
+100% |
| Keel Point LLC |
0 |
6,341 |
+6,341 |
+100% |
| Annex Advisory Services LLC |
0 |
2,786 |
+2,786 |
+100% |
| Aviance Capital Partners LLC |
0 |
2,390 |
+2,390 |
+100% |
| Brookstone Capital Management |
0 |
2,753 |
+2,753 |
+100% |
| Wealthstar Advisors LLC |
0 |
4,010 |
+4,010 |
+100% |
| Colorado Capital Management Inc. |
0 |
2,243 |
+2,243 |
+100% |
| Alpha Omega Wealth Management LLC |
0 |
2,290 |
+2,290 |
+100% |
| Traynor Capital Management Inc. |
0 |
3,047 |
+3,047 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
3,351 |
+3,351 |
+100% |
| Radnor Capital Management LLC |
0 |
2,352 |
+2,352 |
+100% |
| Moneywise Inc. |
0 |
2,515 |
+2,515 |
+100% |
| Clarus Wealth Advisors |
0 |
15,748 |
+15,748 |
+100% |
| Aspire Private Capital LLC |
0 |
13 |
+13 |
+100% |
| Patriot Investment Management Inc. |
0 |
2,376 |
+2,376 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
12 |
+12 |
+100% |
| Benchmark Wealth Management LLC |
0 |
2,398 |
+2,398 |
+100% |
| LifeSteps Financial Inc. |
0 |
144 |
+144 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
2,347 |
+2,347 |
+100% |
| TI Trust Inc. |
0 |
5,854 |
+5,854 |
+100% |
| Procyon Private Wealth Partners LLC |
0 |
2,300 |
+2,300 |
+100% |
| Legacy Financial Group LLC |
0 |
2,316 |
+2,316 |
+100% |
| Sightline Wealth Advisors LLC |
0 |
2,328 |
+2,328 |
+100% |
| Revisor Wealth Management LLC |
0 |
4,800 |
+4,800 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
22,025 |
+22,025 |
+100% |
| Intergy Private Wealth LLC |
0 |
2,356 |
+2,356 |
+100% |
| Simplicity Wealth LLC |
0 |
5,634 |
+5,634 |
+100% |
| Summit Investment Advisory Services LLC |
0 |
2,282 |
+2,282 |
+100% |
| Strategies Wealth Advisors LLC |
0 |
2,416 |
+2,416 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
325,177 |
+325,177 |
+100% |
| Sapient Capital LLC |
0 |
2,484 |
+2,484 |
+100% |
| Focus Financial Network Inc. |
0 |
7,527 |
+7,527 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
3,192 |
3,192 |
UNCH |
0.00% |
| Eclectic Associates Inc. ADV |
2,968 |
2,968 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
1,870 |
1,870 |
UNCH |
0.00% |
| Chemung Canal Trust Co. |
2,848 |
2,848 |
UNCH |
0.00% |
| Anderson Hoagland & Co. |
16,582 |
16,582 |
UNCH |
0.00% |
| Summit Financial Group Inc. |
3,490 |
3,490 |
UNCH |
0.00% |
| Country Club Bank GFN |
12,817 |
12,817 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
1,167 |
1,167 |
UNCH |
0.00% |
| NBT Bank N A NY |
3,806 |
3,806 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
560 |
560 |
UNCH |
0.00% |
| Tompkins Financial Corp |
4,891 |
4,891 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
1,580 |
1,580 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
15 |
15 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
16,796 |
16,796 |
UNCH |
0.00% |
| Independent Investors Inc. |
2,800 |
2,800 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
8,939 |
8,939 |
UNCH |
0.00% |
| American National Bank |
835 |
835 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
656 |
656 |
UNCH |
0.00% |
| Bangor Savings Bank |
10,118 |
10,118 |
UNCH |
0.00% |
| Ballentine Partners LLC |
9,976 |
9,976 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
1,220 |
1,220 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
396 |
396 |
UNCH |
0.00% |
| Busey Wealth Management |
5,430 |
5,430 |
UNCH |
0.00% |
| Mather Group LLC. |
3,173 |
3,173 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
288 |
288 |
UNCH |
0.00% |
| Thomasville National Bank |
3,509 |
3,509 |
UNCH |
0.00% |
| Pure Financial Advisors Inc. |
4,731 |
4,731 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
40 |
40 |
UNCH |
0.00% |
| Segment Wealth Management LLC |
31,700 |
31,700 |
UNCH |
0.00% |
| Private Ocean LLC |
990 |
990 |
UNCH |
0.00% |
| Trust Co |
96 |
96 |
UNCH |
0.00% |
| MV Capital Management Inc. |
2,632 |
2,632 |
UNCH |
0.00% |
| First PREMIER Bank |
296 |
296 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
888 |
888 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
1,842 |
1,842 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
10,180 |
10,180 |
UNCH |
0.00% |
| Armor Investment Advisors LLC |
440 |
440 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
5,900 |
5,900 |
UNCH |
0.00% |
| Marietta Wealth Management LLC |
11,220 |
11,220 |
UNCH |
0.00% |
| Ritholtz Wealth Management |
4,205 |
4,205 |
UNCH |
0.00% |
| Founders Capital Management |
1,126 |
1,126 |
UNCH |
0.00% |
| Bfsg LLC |
76 |
76 |
UNCH |
0.00% |
| Bogart Wealth LLC |
208 |
208 |
UNCH |
0.00% |
| Verdence Capital Advisors LLC |
15,245 |
15,245 |
UNCH |
0.00% |
| Security National Bank |
1,951 |
1,951 |
UNCH |
0.00% |
| Allied Investment Advisors LLC |
3,363 |
3,363 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
1,161 |
1,161 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
3,760 |
3,760 |
UNCH |
0.00% |
| Compton Wealth Advisory Group LLC |
8,496 |
8,496 |
UNCH |
0.00% |
| Burkett Financial Services LLC |
465 |
465 |
UNCH |
0.00% |
| Strategic Blueprint LLC |
4,255 |
4,255 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
8,789 |
8,789 |
UNCH |
0.00% |
| Private Capital Management LLC |
7,991 |
7,991 |
UNCH |
0.00% |
| IFG Advisors LLC |
5,882 |
5,882 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
112 |
112 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
188 |
188 |
UNCH |
0.00% |
| S.A. Mason LLC |
1,336 |
1,336 |
UNCH |
0.00% |
| Parcion Private Wealth LLC |
9,334 |
9,334 |
UNCH |
0.00% |
| CVA Family Office LLC |
1,804 |
1,804 |
UNCH |
0.00% |
| AWM Capital LLC |
7,224 |
7,224 |
UNCH |
0.00% |
| Aaron Wealth Advisors |
4,799 |
4,799 |
UNCH |
0.00% |
| Signature Wealth Management Partners LLC |
6,300 |
6,300 |
UNCH |
0.00% |
| Rise Advisors LLC |
452 |
452 |
UNCH |
0.00% |
| Planned Solutions Inc. |
5,884 |
5,884 |
UNCH |
0.00% |
| MTM Investment Management LLC |
20 |
20 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
725 |
725 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
5,778 |
5,778 |
UNCH |
0.00% |
| Bennett Selby Investments LP |
3,210 |
3,210 |
UNCH |
0.00% |
| Oakwell Private Wealth Management LLC |
4,361 |
4,361 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1,532 |
1,532 |
UNCH |
0.00% |
| TNF LLC |
4,422 |
4,422 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
160 |
160 |
UNCH |
0.00% |
| Pallas Capital Advisors LLC |
13,268 |
13,268 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
2,360 |
2,360 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
2,984 |
2,984 |
UNCH |
0.00% |
| MKT Advisors LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
832 |
832 |
UNCH |
0.00% |
| 626 Financial LLC |
5,380 |
5,380 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
3,080 |
3,080 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
7,948 |
7,948 |
UNCH |
0.00% |
| Fee Only Financial Planning L.C. |
2,560 |
2,560 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
204 |
204 |
UNCH |
0.00% |
| Stephens Consulting LLC |
136 |
136 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
2,540 |
2,540 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
4,901 |
4,901 |
UNCH |
0.00% |
| PFS Partners LLC |
1,635 |
1,635 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
1,681 |
1,681 |
UNCH |
0.00% |
| Trueblood Wealth Management LLC |
3,627 |
3,627 |
UNCH |
0.00% |
| GAMMA Investing LLC |
285 |
285 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
392 |
392 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
1,704 |
1,704 |
UNCH |
0.00% |
| Sunpointe LLC |
5,400 |
5,400 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
2,945 |
2,945 |
UNCH |
0.00% |
| 13F Filers Decreasing IJK Share Count |
|---|
| Tsfg LLC |
604 |
232 |
-372 |
-61.59% |
| Park Avenue Securities LLC |
7,933 |
3,485 |
-4,448 |
-56.07% |
| Cambridge Investment Research Advisors Inc. |
182,878 |
82,866 |
-100,012 |
-54.69% |
| Evergreen Private Wealth LLC |
5,738 |
3,220 |
-2,518 |
-43.88% |
| WASHINGTON TRUST Co |
1,080 |
680 |
-400 |
-37.04% |
| Smith Anglin Financial LLC |
11,311 |
8,074 |
-3,237 |
-28.62% |
| Clear Creek Financial Management LLC |
166,674 |
121,362 |
-45,312 |
-27.19% |
| HMS Capital Management LLC |
11,854 |
9,271 |
-2,583 |
-21.79% |
| Advisors Management Group Inc. ADV |
3,369 |
2,672 |
-697 |
-20.69% |
| Corundum Group Inc. |
8,809 |
7,000 |
-1,809 |
-20.54% |
| First Hawaiian Bank |
93,435 |
76,543 |
-16,892 |
-18.08% |
| First Merchants Corp |
183,956 |
152,703 |
-31,253 |
-16.99% |
| AdvisorNet Financial Inc |
17,749 |
14,887 |
-2,862 |
-16.12% |
| Cornerstone Wealth Management LLC |
4,364 |
3,666 |
-698 |
-15.99% |
| Norway Savings Bank |
6,251 |
5,256 |
-995 |
-15.92% |
| Pinnacle Bank |
1,520 |
1,292 |
-228 |
-15.00% |
| OLD National Bancorp IN |
3,011 |
2,611 |
-400 |
-13.28% |
| Doliver Advisors LP |
5,486 |
4,838 |
-648 |
-11.81% |
| Legacy Private Trust Co. |
7,360 |
6,536 |
-824 |
-11.20% |
| Fifth Third Bancorp |
167,822 |
150,178 |
-17,644 |
-10.51% |
| Octavia Wealth Advisors LLC |
8,145 |
7,389 |
-756 |
-9.28% |
| Cranbrook Wealth Management LLC |
48,750 |
44,464 |
-4,286 |
-8.79% |
| ERTS Wealth Advisors LLC |
19,205 |
17,529 |
-1,676 |
-8.73% |
| YHB Investment Advisors Inc. |
15,112 |
13,837 |
-1,275 |
-8.44% |
| First Horizon Advisors Inc. |
19,728 |
18,232 |
-1,496 |
-7.58% |
| Atlas Brown Inc. |
20,757 |
19,186 |
-1,571 |
-7.57% |
| CWM LLC |
11,465 |
10,598 |
-867 |
-7.56% |
| Meridian Wealth Management LLC |
14,961 |
13,847 |
-1,114 |
-7.45% |
| Revolve Wealth Partners LLC |
2,609 |
2,416 |
-193 |
-7.40% |
| Dentgroup LLC |
6,245 |
5,806 |
-439 |
-7.03% |
| Stratos Wealth Partners LTD. |
25,490 |
23,879 |
-1,611 |
-6.32% |
| FC Advisory LLC |
2,732 |
2,564 |
-168 |
-6.15% |
| Bank of Stockton |
21,860 |
20,620 |
-1,240 |
-5.67% |
| Platte River Wealth Advisors LLC |
24,341 |
22,971 |
-1,370 |
-5.63% |
| Dynamic Advisor Solutions LLC |
3,769 |
3,557 |
-212 |
-5.62% |
| Asset Dedication LLC |
3,069 |
2,900 |
-169 |
-5.51% |
| Whitaker Myers Wealth Managers LTD. |
14,479 |
13,690 |
-789 |
-5.45% |
| HTLF Bank |
3,311 |
3,133 |
-178 |
-5.38% |
| SOL Capital Management CO |
8,526 |
8,071 |
-455 |
-5.34% |
| Fulton Bank N.A. |
13,112 |
12,412 |
-700 |
-5.34% |
| Capital Investment Advisory Services LLC |
755 |
720 |
-35 |
-4.64% |
| PSI Advisors LLC |
624 |
596 |
-28 |
-4.49% |
| Norris Perne & French LLP MI |
4,488 |
4,288 |
-200 |
-4.46% |
| Brown Advisory Inc. |
12,684 |
12,135 |
-549 |
-4.33% |
| Transform Wealth LLC |
3,906 |
3,742 |
-164 |
-4.20% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
5,814 |
5,574 |
-240 |
-4.13% |
| Cahaba Wealth Management Inc. |
7,457 |
7,154 |
-303 |
-4.06% |
| Bank of New York Mellon Corp |
717,588 |
688,987 |
-28,601 |
-3.99% |
| Private Trust Co. NA |
16,042 |
15,414 |
-628 |
-3.91% |
| Harbour Trust & Investment Management Co |
6,490 |
6,264 |
-226 |
-3.48% |
| JNBA Financial Advisors |
81,084 |
78,320 |
-2,764 |
-3.41% |
| BKD Wealth Advisors LLC |
3,234 |
3,133 |
-101 |
-3.12% |
| Raymond James Financial Services Advisors Inc. |
538,961 |
522,256 |
-16,705 |
-3.10% |
| International Assets Investment Management LLC |
15,966 |
15,499 |
-467 |
-2.92% |
| Montecito Bank & Trust |
8,946 |
8,687 |
-259 |
-2.90% |
| Bremer Bank National Association |
2,718 |
2,647 |
-71 |
-2.61% |
| UMB Bank N A MO |
42,894 |
41,815 |
-1,079 |
-2.52% |
| Total Wealth Planning LLC |
4,291 |
4,185 |
-106 |
-2.47% |
| First Personal Financial Services |
83,460 |
81,470 |
-1,990 |
-2.38% |
| Regions Financial Corp |
458,523 |
447,678 |
-10,845 |
-2.37% |
| Fragasso Group Inc. |
3,318 |
3,246 |
-72 |
-2.17% |
| SOA Wealth Advisors LLC. |
121,551 |
119,038 |
-2,513 |
-2.07% |
| Ashton Thomas Private Wealth LLC |
51,369 |
50,349 |
-1,020 |
-1.99% |
| Davis Investment Partners LLC |
21,243 |
20,860 |
-383 |
-1.80% |
| Charter Trust Co. |
5,577 |
5,481 |
-96 |
-1.72% |
| Wesbanco Bank Inc. |
3,528 |
3,475 |
-53 |
-1.50% |
| Carmichael Hill & Associates Inc. |
14,445 |
14,230 |
-215 |
-1.49% |
| Stordahl Capital Management Inc. |
28,835 |
28,406 |
-429 |
-1.49% |
| Retirement Planning Group |
33,141 |
32,693 |
-448 |
-1.35% |
| Perkins Coie Trust Co |
53,398 |
52,811 |
-587 |
-1.10% |
| Saxon Interests Inc. |
4,516 |
4,467 |
-49 |
-1.09% |
| Hudson Capital Management LLC |
185,213 |
183,290 |
-1,923 |
-1.04% |
| Hubbell Strickland Wealth Management LLC |
8,680 |
8,597 |
-83 |
-0.96% |
| Ellis Investment Partners LLC |
16,159 |
16,009 |
-150 |
-0.93% |
| Sterling Investment Counsel LLC |
2,902 |
2,877 |
-25 |
-0.86% |
| GHP Investment Advisors Inc. |
149,293 |
148,099 |
-1,194 |
-0.80% |
| Fifth Third Securities Inc. |
28,857 |
28,653 |
-204 |
-0.71% |
| Bear Mountain Capital Inc. |
1,392 |
1,384 |
-8 |
-0.57% |
| EWG Elevate Inc. |
2,649 |
2,635 |
-14 |
-0.53% |
| Norwood Financial Corp |
8,283 |
8,243 |
-40 |
-0.48% |
| Griffin Asset Management Inc. |
9,298 |
9,256 |
-42 |
-0.45% |
| StoneCrest Wealth Management Inc. |
4,599 |
4,579 |
-20 |
-0.43% |
| Heartwood Wealth Advisors LLC |
10,106 |
10,069 |
-37 |
-0.37% |
| Ironwood Financial llc |
29,555 |
29,450 |
-105 |
-0.36% |
| Park Place Capital Corp |
23,828 |
23,749 |
-79 |
-0.33% |
| Outlook Wealth Advisors LLC |
8,916 |
8,888 |
-28 |
-0.31% |
| BKM Wealth Management LLC |
43,778 |
43,652 |
-126 |
-0.29% |
| Lbmc Investment Advisors LLC |
14,500 |
14,458 |
-42 |
-0.29% |
| Integrated Investment Consultants LLC |
4,168 |
4,159 |
-9 |
-0.22% |
| Mechanics Bank Trust Department |
82,101 |
81,936 |
-165 |
-0.20% |
| Confluence Wealth Services Inc. |
2,677 |
2,674 |
-3 |
-0.11% |
| Oakworth Capital Inc. |
8,042 |
8,041 |
-1 |
-0.01% |
| 13F Filers Exiting IJK |
|---|
| Ehrlich Financial Group |
8,072 |
0 |
-8,072 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
1,252 |
0 |
-1,252 |
-100.00% |
| Independent Wealth Network Inc. |
6,343 |
0 |
-6,343 |
-100.00% |
| Dohj LLC |
61,218 |
0 |
-61,218 |
-100.00% |
| Legacy Trust |
3,775 |
0 |
-3,775 |
-100.00% |
| Apexium Financial LP |
7,870 |
0 |
-7,870 |
-100.00% |
| McMahon Financial Advisors LLC |
76,795 |
0 |
-76,795 |
-100.00% |
| Cutler Group LP |
100 |
0 |
-100 |
-100.00% |
| Simplex Trading LLC |
2,085 |
0 |
-2,085 |
-100.00% |
| Congress Asset Management Co. MA |
5,942 |
0 |
-5,942 |
-100.00% |
| Atlantic Union Bankshares Corp |
4,925 |
0 |
-4,925 |
-100.00% |
See Summary: Institutional Holders of IJK
See Details: Top 10 Hedge Funds Holding IJK
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