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|
|
This page summarizes the IJS 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 IJS 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 IJS Share Count |
|---|
| Webster Bank N. A. |
320 |
1,203 |
+883 |
+275.94% |
| IAG Wealth Partners LLC |
444 |
1,468 |
+1,024 |
+230.63% |
| Ehrlich Financial Group |
6,460 |
21,279 |
+14,819 |
+229.40% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
5,796 |
18,554 |
+12,758 |
+220.12% |
| Ndwm LLC |
13,269 |
28,551 |
+15,282 |
+115.17% |
| Harbor Investment Advisory LLC |
939 |
1,929 |
+990 |
+105.43% |
| Cornerstone Wealth Management LLC |
2,044 |
3,905 |
+1,861 |
+91.05% |
| Financial Advisory Corp UT ADV |
13,449 |
25,534 |
+12,085 |
+89.86% |
| Wesbanco Bank Inc. |
11,411 |
20,487 |
+9,076 |
+79.54% |
| Panoramic Investment Advisors LLC |
3,155 |
5,380 |
+2,225 |
+70.52% |
| Sapient Capital LLC |
9,565 |
15,573 |
+6,008 |
+62.81% |
| Oakworth Capital Inc. |
393 |
609 |
+216 |
+54.96% |
| Concord Wealth Partners |
568 |
791 |
+223 |
+39.26% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
4,051 |
5,600 |
+1,549 |
+38.24% |
| First Horizon Advisors Inc. |
4,605 |
6,349 |
+1,744 |
+37.87% |
| Bruce G. Allen Investments LLC |
4,820 |
6,543 |
+1,723 |
+35.75% |
| JMG Financial Group Ltd. |
5,037 |
6,050 |
+1,013 |
+20.11% |
| Financial Advocates Investment Management |
12,183 |
14,541 |
+2,358 |
+19.35% |
| Bank of New Hampshire |
220 |
262 |
+42 |
+19.09% |
| IFG Advisors LLC |
3,069 |
3,584 |
+515 |
+16.78% |
| Clear Creek Financial Management LLC |
4,396 |
4,964 |
+568 |
+12.92% |
| Breakwater Capital Group |
4,231 |
4,752 |
+521 |
+12.31% |
| Unionview LLC |
12,773 |
14,308 |
+1,535 |
+12.02% |
| Foundry Financial Group Inc. |
46,805 |
52,416 |
+5,611 |
+11.99% |
| Wealthcare Advisory Partners LLC |
2,423 |
2,710 |
+287 |
+11.84% |
| Sage Financial Group Inc. |
3,969 |
4,427 |
+458 |
+11.54% |
| Lansing Street Advisors |
69,389 |
76,421 |
+7,032 |
+10.13% |
| Cypress Financial Planning LLC |
3,525 |
3,867 |
+342 |
+9.70% |
| JFS Wealth Advisors LLC |
90,187 |
98,926 |
+8,739 |
+9.69% |
| Thompson Investment Management Inc. |
6,594 |
7,216 |
+622 |
+9.43% |
| Courier Capital LLC |
31,343 |
34,157 |
+2,814 |
+8.98% |
| Arkadios Wealth Advisors |
3,730 |
4,043 |
+313 |
+8.39% |
| CWM LLC |
11,492 |
12,438 |
+946 |
+8.23% |
| Philip James Wealth Mangement LLC |
2,096 |
2,253 |
+157 |
+7.49% |
| Soltis Investment Advisors LLC |
21,008 |
22,544 |
+1,536 |
+7.31% |
| Sonata Capital Group Inc. |
40,259 |
43,138 |
+2,879 |
+7.15% |
| CGC Financial Services LLC |
4,754 |
5,088 |
+334 |
+7.03% |
| Pure Financial Advisors Inc. |
5,068 |
5,406 |
+338 |
+6.67% |
| Diversified Trust Co |
27,942 |
29,712 |
+1,770 |
+6.33% |
| Vicus Capital |
57,579 |
60,739 |
+3,160 |
+5.49% |
| Apella Capital LLC |
7,060 |
7,441 |
+381 |
+5.40% |
| Compass Ion Advisors LLC |
2,921 |
3,073 |
+152 |
+5.20% |
| First Financial Bank Trust Division |
4,825 |
5,025 |
+200 |
+4.15% |
| Edmonds Duncan Registered Investment Advisors LLC |
18,763 |
19,533 |
+770 |
+4.10% |
| Macroview Investment Management LLC |
1,220 |
1,269 |
+49 |
+4.02% |
| Financial Advisory Service Inc. |
11,471 |
11,894 |
+423 |
+3.69% |
| BKM Wealth Management LLC |
36,406 |
37,696 |
+1,290 |
+3.54% |
| Glass Jacobson Investment Advisors llc |
24,110 |
24,930 |
+820 |
+3.40% |
| Fifth Third Securities Inc. |
6,430 |
6,632 |
+202 |
+3.14% |
| Stratos Wealth Advisors LLC |
4,171 |
4,300 |
+129 |
+3.09% |
| NorthCrest Asset Manangement LLC |
62,089 |
63,947 |
+1,858 |
+2.99% |
| Hazlett Burt & Watson Inc. |
7,385 |
7,596 |
+211 |
+2.86% |
| Occidental Asset Management LLC |
47,268 |
48,598 |
+1,330 |
+2.81% |
| McGlone Suttner Wealth Management Inc. |
3,706 |
3,806 |
+100 |
+2.70% |
| Capital Investment Advisory Services LLC |
5,214 |
5,351 |
+137 |
+2.63% |
| Pinnacle Financial Partners Inc. |
73,522 |
75,335 |
+1,813 |
+2.47% |
| Adviser Investments LLC |
4,793 |
4,900 |
+107 |
+2.23% |
| Cambridge Investment Research Advisors Inc. |
228,321 |
233,230 |
+4,909 |
+2.15% |
| Columbus Macro LLC |
1,946 |
1,985 |
+39 |
+2.00% |
| RTD Financial Advisors Inc. |
82,449 |
84,029 |
+1,580 |
+1.92% |
| Regions Financial Corp |
1,413,510 |
1,440,251 |
+26,741 |
+1.89% |
| Integrated Investment Consultants LLC |
2,223 |
2,263 |
+40 |
+1.80% |
| Family Firm Inc. |
70,957 |
72,201 |
+1,244 |
+1.75% |
| Summit Financial LLC |
20,360 |
20,653 |
+293 |
+1.44% |
| Chicago Partners Investment Group LLC |
73,886 |
74,921 |
+1,035 |
+1.40% |
| Mainsail Financial Group LLC |
22,280 |
22,588 |
+308 |
+1.38% |
| Home Federal Bank of Tennessee |
82,829 |
83,873 |
+1,044 |
+1.26% |
| Hubbell Strickland Wealth Management LLC |
5,850 |
5,920 |
+70 |
+1.20% |
| ZRC Wealth Management LLC |
5,582 |
5,641 |
+59 |
+1.06% |
| City Holding Co. |
10,205 |
10,305 |
+100 |
+0.98% |
| One Wealth Advisors LLC |
28,005 |
28,242 |
+237 |
+0.85% |
| Mather Group LLC. |
8,511 |
8,580 |
+69 |
+0.81% |
| Heartwood Wealth Advisors LLC |
203,472 |
205,124 |
+1,652 |
+0.81% |
| Stephens Consulting LLC |
291 |
293 |
+2 |
+0.69% |
| Park Place Capital Corp |
15,324 |
15,403 |
+79 |
+0.52% |
| GFS Advisors LLC |
13,597 |
13,651 |
+54 |
+0.40% |
| FFT Wealth Management LLC |
9,382 |
9,416 |
+34 |
+0.36% |
| TAP Consulting LLC |
5,303 |
5,322 |
+19 |
+0.36% |
| Newton One Investments LLC |
5,930 |
5,951 |
+21 |
+0.35% |
| Atticus Wealth Management LLC |
349 |
350 |
+1 |
+0.29% |
| Lane & Associates LLC |
4,078 |
4,090 |
+12 |
+0.29% |
| Financial Freedom LLC |
3,996 |
4,005 |
+9 |
+0.23% |
| Sprinkle Financial Consultants LLC |
7,711 |
7,728 |
+17 |
+0.22% |
| Sunbelt Securities Inc. |
552 |
553 |
+1 |
+0.18% |
| Dakota Wealth Management |
4,740 |
4,748 |
+8 |
+0.17% |
| Financial Perspectives Inc |
2,624 |
2,628 |
+4 |
+0.15% |
| Cranbrook Wealth Management LLC |
14,823 |
14,843 |
+20 |
+0.13% |
| Barrett & Company Inc. |
5,075 |
5,081 |
+6 |
+0.12% |
| AFT Forsyth & Company Inc. |
7,233 |
7,242 |
+9 |
+0.12% |
| Forbes Financial Planning Inc. |
78,891 |
78,966 |
+75 |
+0.10% |
| Triangle Securities Wealth Management |
21,895 |
21,914 |
+19 |
+0.09% |
| Wedmont Private Capital |
4,857 |
4,860 |
+3 |
+0.06% |
| Confluence Wealth Services Inc. |
2,808 |
2,809 |
+1 |
+0.04% |
| Mayport LLC |
3,568 |
3,569 |
+1 |
+0.03% |
| Bensler LLC |
3,288 |
3,289 |
+1 |
+0.03% |
| Dentgroup LLC |
11,257 |
11,259 |
+2 |
+0.02% |
| Strategic Blueprint LLC |
9,354 |
9,355 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In IJS |
|---|
| Mcdaniel Terry & Co. |
0 |
4,261 |
+4,261 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
531 |
+531 |
+100% |
| Northwest Investment Counselors LLC |
0 |
320 |
+320 |
+100% |
| Palisade Asset Management LLC |
0 |
80 |
+80 |
+100% |
| YHB Investment Advisors Inc. |
0 |
90 |
+90 |
+100% |
| Simplex Trading LLC |
0 |
466 |
+466 |
+100% |
| Lake Street Financial LLC |
0 |
52,845 |
+52,845 |
+100% |
| Pacifica Partners Inc. |
0 |
208 |
+208 |
+100% |
| Red Tortoise LLC |
0 |
170 |
+170 |
+100% |
| Simplicity Wealth LLC |
0 |
2,081 |
+2,081 |
+100% |
| Warner Financial Inc. |
0 |
2,507 |
+2,507 |
+100% |
| Milestone Asset Management LLC |
0 |
23,481 |
+23,481 |
+100% |
| Rappaport Reiches Capital Management LLC |
0 |
9,000 |
+9,000 |
+100% |
| Wetzel Investment Advisors Inc. |
0 |
247 |
+247 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
425 |
425 |
UNCH |
0.00% |
| Townsend Asset Management Corp NC ADV |
922 |
922 |
UNCH |
0.00% |
| Stock Yards Bank & Trust Co. |
3,732 |
3,732 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
3,962 |
3,962 |
UNCH |
0.00% |
| NBC Securities Inc. |
27 |
27 |
UNCH |
0.00% |
| Conning Inc. |
12,926 |
12,926 |
UNCH |
0.00% |
| VAUGHAN & Co SECURITIES INC. |
8,750 |
8,750 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
324 |
324 |
UNCH |
0.00% |
| Tompkins Financial Corp |
8,987 |
8,987 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
1,096 |
1,096 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
1,271 |
1,271 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
100 |
100 |
UNCH |
0.00% |
| Sigma Investment Counselors Inc. |
2,585 |
2,585 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
400 |
400 |
UNCH |
0.00% |
| Hollencrest Capital Management |
1,250 |
1,250 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
24 |
24 |
UNCH |
0.00% |
| Country Trust Bank |
659 |
659 |
UNCH |
0.00% |
| First United Bank Trust |
200 |
200 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
2,100 |
2,100 |
UNCH |
0.00% |
| American National Bank |
10,000 |
10,000 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
157 |
157 |
UNCH |
0.00% |
| SOL Capital Management CO |
4,605 |
4,605 |
UNCH |
0.00% |
| Bangor Savings Bank |
10,100 |
10,100 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
266 |
266 |
UNCH |
0.00% |
| Ballentine Partners LLC |
33,334 |
33,334 |
UNCH |
0.00% |
| Capital Investment Counsel Inc |
268 |
268 |
UNCH |
0.00% |
| Busey Wealth Management |
5,350 |
5,350 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
6,756 |
6,756 |
UNCH |
0.00% |
| Patton Albertson Miller Group LLC |
5,990 |
5,990 |
UNCH |
0.00% |
| D. Scott Neal Inc. |
7,966 |
7,966 |
UNCH |
0.00% |
| Private Ocean LLC |
699 |
699 |
UNCH |
0.00% |
| Richardson Capital Management LLC |
229 |
229 |
UNCH |
0.00% |
| MV Capital Management Inc. |
2,824 |
2,824 |
UNCH |
0.00% |
| Inspirion Wealth Advisors LLC |
2,526 |
2,526 |
UNCH |
0.00% |
| First PREMIER Bank |
370 |
370 |
UNCH |
0.00% |
| Grove Bank & Trust |
900 |
900 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
3,276 |
3,276 |
UNCH |
0.00% |
| Summit Global Investments |
3,085 |
3,085 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
2,971 |
2,971 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
6 |
6 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
318 |
318 |
UNCH |
0.00% |
| Versant Capital Management Inc |
11,037 |
11,037 |
UNCH |
0.00% |
| Independent Family Office LLC |
10,080 |
10,080 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
3,972 |
3,972 |
UNCH |
0.00% |
| Parcion Private Wealth LLC |
2,509 |
2,509 |
UNCH |
0.00% |
| Key Financial Inc |
4,892 |
4,892 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
1,294 |
1,294 |
UNCH |
0.00% |
| Ballast Advisors LLC |
60 |
60 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
6,572 |
6,572 |
UNCH |
0.00% |
| AWM Capital LLC |
5,269 |
5,269 |
UNCH |
0.00% |
| Cordant Inc. |
984 |
984 |
UNCH |
0.00% |
| Jeppson Wealth Management LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| MTM Investment Management LLC |
90 |
90 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
5,053 |
5,053 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
2 |
2 |
UNCH |
0.00% |
| Ronald Blue Trust Inc. |
1,076 |
1,076 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
3,134 |
3,134 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
526 |
526 |
UNCH |
0.00% |
| Allspring Global Investments Holdings LLC |
436 |
436 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
2,271 |
2,271 |
UNCH |
0.00% |
| Mill Capital Management LLC |
1,400 |
1,400 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
150 |
150 |
UNCH |
0.00% |
| Jmac Enterprises LLC |
3,399 |
3,399 |
UNCH |
0.00% |
| Insight Inv LLC |
438 |
438 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
250 |
250 |
UNCH |
0.00% |
| Capasso Planning Partners LLC |
2,314 |
2,314 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
100 |
100 |
UNCH |
0.00% |
| Greenspring Advisors LLC |
4,450 |
4,450 |
UNCH |
0.00% |
| Keating Wealth Management LLC |
2,857 |
2,857 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
550 |
550 |
UNCH |
0.00% |
| Horizons Wealth Management |
490 |
490 |
UNCH |
0.00% |
| Quarry Hill Advisors LLC |
6,890 |
6,890 |
UNCH |
0.00% |
| Altiora Financial Group LLC |
3,466 |
3,466 |
UNCH |
0.00% |
| Schoolcraft Capital LLC |
7,333 |
7,333 |
UNCH |
0.00% |
| Turtle Creek Wealth Advisors LLC |
1,950 |
1,950 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
566 |
566 |
UNCH |
0.00% |
| Fairman Group LLC |
413 |
413 |
UNCH |
0.00% |
| 13F Filers Decreasing IJS Share Count |
|---|
| Granite Bay Wealth Management LLC |
93,325 |
10,625 |
-82,700 |
-88.62% |
| Benjamin F. Edwards & Company Inc. |
395 |
138 |
-257 |
-65.06% |
| SJS Investment Consulting Inc. |
840 |
332 |
-508 |
-60.48% |
| Carmichael Hill & Associates Inc. |
277 |
110 |
-167 |
-60.29% |
| Bogart Wealth LLC |
128 |
52 |
-76 |
-59.38% |
| Parkside Financial Bank & Trust |
40,560 |
17,197 |
-23,363 |
-57.60% |
| Lindbrook Capital LLC |
892 |
394 |
-498 |
-55.83% |
| Corepath Wealth Partners LLC |
44,968 |
20,894 |
-24,074 |
-53.54% |
| Westside Investment Management Inc. |
345 |
170 |
-175 |
-50.72% |
| Fortis Group Advisors LLC |
634 |
317 |
-317 |
-50.00% |
| Newbridge Financial Services Group Inc. |
433 |
274 |
-159 |
-36.72% |
| Morton Brown Family Wealth LLC |
4,456 |
2,932 |
-1,524 |
-34.20% |
| Baldwin Brothers Inc. MA |
2,097 |
1,425 |
-672 |
-32.05% |
| HighMark Wealth Management LLC |
9,135 |
6,211 |
-2,924 |
-32.01% |
| Global Retirement Partners LLC |
5,688 |
3,919 |
-1,769 |
-31.10% |
| Raymond James Financial Services Advisors Inc. |
210,147 |
149,004 |
-61,143 |
-29.10% |
| Creative Financial Designs Inc. ADV |
7,336 |
5,225 |
-2,111 |
-28.78% |
| Stratos Wealth Partners LTD. |
11,900 |
8,553 |
-3,347 |
-28.13% |
| Evergreen Private Wealth LLC |
3,122 |
2,260 |
-862 |
-27.61% |
| Liberty Capital Management Inc. |
41,243 |
30,527 |
-10,716 |
-25.98% |
| Means Investment CO. Inc. |
3,569 |
2,673 |
-896 |
-25.11% |
| NBT Bank N A NY |
1,033 |
777 |
-256 |
-24.78% |
| AdvisorNet Financial Inc |
11,448 |
8,617 |
-2,831 |
-24.73% |
| Blue Bell Private Wealth Management LLC |
3,964 |
2,990 |
-974 |
-24.57% |
| Mission Wealth Management LP |
2,549 |
1,958 |
-591 |
-23.19% |
| Valley Forge Investment Consultants Inc. ADV |
8,921 |
6,867 |
-2,054 |
-23.02% |
| Bfsg LLC |
28,694 |
22,506 |
-6,188 |
-21.57% |
| Bank of New York Mellon Corp |
35,589 |
28,014 |
-7,575 |
-21.28% |
| Private Trust Co. NA |
9,666 |
7,680 |
-1,986 |
-20.55% |
| First Merchants Corp |
49,932 |
39,890 |
-10,042 |
-20.11% |
| Juncture Wealth Strategies LLC |
14,991 |
12,002 |
-2,989 |
-19.94% |
| Atlas Private Wealth Management |
16,469 |
13,188 |
-3,281 |
-19.92% |
| Cary Street Partners Investment Advisory LLC |
14,337 |
11,578 |
-2,759 |
-19.24% |
| Grimes & Company Inc. |
3,792 |
3,070 |
-722 |
-19.04% |
| Smith Anglin Financial LLC |
17,767 |
14,470 |
-3,297 |
-18.56% |
| Commonwealth Equity Services LLC |
701,679 |
577,573 |
-124,106 |
-17.69% |
| Patriot Financial Group Insurance Agency LLC |
42,411 |
35,136 |
-7,275 |
-17.15% |
| First Hawaiian Bank |
39,405 |
33,072 |
-6,333 |
-16.07% |
| J.W. Cole Advisors Inc. |
5,536 |
4,648 |
-888 |
-16.04% |
| Caldwell Sutter Capital Inc. |
102 |
86 |
-16 |
-15.69% |
| TrueWealth Advisors LLC |
3,468 |
2,933 |
-535 |
-15.43% |
| Coastline Trust Co |
8,600 |
7,467 |
-1,133 |
-13.17% |
| Sound Income Strategies LLC |
36,459 |
31,757 |
-4,702 |
-12.90% |
| Spire Wealth Management |
13,830 |
12,125 |
-1,705 |
-12.33% |
| Pinnacle Bank |
216 |
190 |
-26 |
-12.04% |
| Northern Oak Wealth Management Inc. |
56,875 |
50,343 |
-6,532 |
-11.48% |
| Morris Financial Concepts Inc. |
16,527 |
14,631 |
-1,896 |
-11.47% |
| Brown Advisory Inc. |
8,205 |
7,282 |
-923 |
-11.25% |
| Sugarloaf Wealth Management LLC |
58 |
52 |
-6 |
-10.34% |
| Moisand Fitzgerald Tamayo LLC |
826 |
745 |
-81 |
-9.81% |
| Patriot Investment Management Inc. |
9,476 |
8,593 |
-883 |
-9.32% |
| Ausdal Financial Partners Inc. |
3,634 |
3,298 |
-336 |
-9.25% |
| Janney Montgomery Scott LLC |
50,813 |
46,239 |
-4,574 |
-9.00% |
| WealthShield Partners LLC |
8,772 |
7,986 |
-786 |
-8.96% |
| Evanson Asset Management LLC |
86,986 |
80,201 |
-6,785 |
-7.80% |
| Proequities Inc. |
4,188 |
3,863 |
-325 |
-7.76% |
| Norway Savings Bank |
19,065 |
17,651 |
-1,414 |
-7.42% |
| JNBA Financial Advisors |
7,582 |
7,036 |
-546 |
-7.20% |
| Essex Financial Services Inc. |
3,247 |
3,014 |
-233 |
-7.18% |
| Fifth Third Bancorp |
80,901 |
75,453 |
-5,448 |
-6.73% |
| Access Investment Management LLC |
78,350 |
73,315 |
-5,035 |
-6.43% |
| Annapolis Financial Services LLC |
4,999 |
4,686 |
-313 |
-6.26% |
| Raymond James Trust N.A. |
4,734 |
4,467 |
-267 |
-5.64% |
| Bridges Investment Management Inc. |
20,054 |
18,944 |
-1,110 |
-5.54% |
| Raymond James & Associates |
277,040 |
262,660 |
-14,380 |
-5.19% |
| Coastal Investment Advisors Inc. |
3,880 |
3,685 |
-195 |
-5.03% |
| Capital Advisors Ltd. LLC |
81,102 |
77,384 |
-3,718 |
-4.58% |
| Main Street Financial Solutions LLC |
8,030 |
7,680 |
-350 |
-4.36% |
| Prosperity Planning Inc. |
2,424 |
2,321 |
-103 |
-4.25% |
| McKinley Carter Wealth Services Inc. |
34,869 |
33,477 |
-1,392 |
-3.99% |
| Cottage Street Advisors LLC |
10,361 |
9,964 |
-397 |
-3.83% |
| Wealth Enhancement Advisory Services LLC |
54,834 |
52,881 |
-1,953 |
-3.56% |
| Private Advisor Group LLC |
27,533 |
26,561 |
-972 |
-3.53% |
| Abacus Planning Group Inc. |
30,688 |
29,661 |
-1,027 |
-3.35% |
| Richard P Slaughter Associates Inc |
3,277 |
3,180 |
-97 |
-2.96% |
| American Financial Advisors LLC |
2,772 |
2,693 |
-79 |
-2.85% |
| Heritage Investors Management Corp |
2,306 |
2,250 |
-56 |
-2.43% |
| Zhang Financial LLC |
13,193 |
12,890 |
-303 |
-2.30% |
| Petra Financial Advisors Inc. |
2,136 |
2,087 |
-49 |
-2.29% |
| UMB Bank N A MO |
43,485 |
42,490 |
-995 |
-2.29% |
| UMA Financial Services Inc. |
16,951 |
16,566 |
-385 |
-2.27% |
| Pinnacle Wealth Management Advisory Group LLC |
14,275 |
13,965 |
-310 |
-2.17% |
| MCF Advisors LLC |
11,121 |
10,882 |
-239 |
-2.15% |
| Oxler Private Wealth LLC |
26,808 |
26,236 |
-572 |
-2.13% |
| Strategic Wealth Partners Group LLC |
53,823 |
52,759 |
-1,064 |
-1.98% |
| ERTS Wealth Advisors LLC |
9,886 |
9,700 |
-186 |
-1.88% |
| Asset Dedication LLC |
97,898 |
96,077 |
-1,821 |
-1.86% |
| Stillwater Capital Advisors LLC |
18,117 |
17,781 |
-336 |
-1.85% |
| Meredith Wealth Planning |
5,615 |
5,520 |
-95 |
-1.69% |
| Soundmark Wealth Management LLC |
55,804 |
54,895 |
-909 |
-1.63% |
| Allworth Financial LP |
27,454 |
27,024 |
-430 |
-1.57% |
| Nikulski Financial Inc. |
7,720 |
7,600 |
-120 |
-1.55% |
| Greenleaf Trust |
46,289 |
45,573 |
-716 |
-1.55% |
| Foster & Motley Inc. |
2,277 |
2,242 |
-35 |
-1.54% |
| Dynamic Advisor Solutions LLC |
6,783 |
6,688 |
-95 |
-1.40% |
| Phillips Financial Management LLC |
206,656 |
203,822 |
-2,834 |
-1.37% |
| Evensky & Katz LLC |
51,613 |
50,919 |
-694 |
-1.34% |
| GHP Investment Advisors Inc. |
216,384 |
213,603 |
-2,781 |
-1.29% |
| High Net Worth Advisory Group LLC |
8,000 |
7,900 |
-100 |
-1.25% |
| SOA Wealth Advisors LLC. |
36,242 |
35,789 |
-453 |
-1.25% |
| Smith Chas P & Associates PA Cpas |
4,560 |
4,504 |
-56 |
-1.23% |
| Simon Quick Advisors LLC |
13,628 |
13,464 |
-164 |
-1.20% |
| Wealth Management Partners LLC |
10,876 |
10,749 |
-127 |
-1.17% |
| Presilium Private Wealth LLC |
7,661 |
7,575 |
-86 |
-1.12% |
| Intergy Private Wealth LLC |
8,030 |
7,941 |
-89 |
-1.11% |
| Pinnacle Associates Ltd. |
28,168 |
27,856 |
-312 |
-1.11% |
| Crescent Grove Advisors LLC |
46,978 |
46,463 |
-515 |
-1.10% |
| Planning Alternatives Ltd. ADV |
10,834 |
10,715 |
-119 |
-1.10% |
| Burns J W & Co. Inc. NY |
71,316 |
70,582 |
-734 |
-1.03% |
| Acas LLC |
11,013 |
10,919 |
-94 |
-0.85% |
| Ashton Thomas Private Wealth LLC |
26,484 |
26,263 |
-221 |
-0.83% |
| Thomasville National Bank |
14,088 |
13,984 |
-104 |
-0.74% |
| Ellis Investment Partners LLC |
160,341 |
159,188 |
-1,153 |
-0.72% |
| Country Club Bank GFN |
19,077 |
18,939 |
-138 |
-0.72% |
| Montecito Bank & Trust |
3,600 |
3,575 |
-25 |
-0.69% |
| One Day In July LLC |
112,735 |
111,979 |
-756 |
-0.67% |
| Capital Investment Advisors LLC |
4,025 |
3,998 |
-27 |
-0.67% |
| LifeSteps Financial Inc. |
22,458 |
22,324 |
-134 |
-0.60% |
| Ironwood Financial llc |
62,306 |
61,961 |
-345 |
-0.55% |
| Covenant Partners LLC |
107,099 |
106,505 |
-594 |
-0.55% |
| Nations Financial Group Inc. IA ADV |
3,519 |
3,500 |
-19 |
-0.54% |
| Moloney Securities Asset Management LLC |
7,094 |
7,061 |
-33 |
-0.47% |
| PBMares Wealth Management LLC |
10,889 |
10,856 |
-33 |
-0.30% |
| Market Street Wealth Management Advisors LLC |
8,341 |
8,322 |
-19 |
-0.23% |
| Natixis Advisors L.P. |
23,112 |
23,059 |
-53 |
-0.23% |
| Financial Strategies Group Inc. |
5,364 |
5,352 |
-12 |
-0.22% |
| Rise Advisors LLC |
1,562 |
1,559 |
-3 |
-0.19% |
| Claro Advisors LLC |
8,938 |
8,924 |
-14 |
-0.16% |
| 13F Filers Exiting IJS |
|---|
| New Century Financial Group LLC |
9,462 |
0 |
-9,462 |
-100.00% |
| Holistic Planning LLC |
2,004 |
0 |
-2,004 |
-100.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
4,560 |
0 |
-4,560 |
-100.00% |
| Whitaker Myers Wealth Managers LTD. |
8,719 |
0 |
-8,719 |
-100.00% |
| Sharper & Granite LLC |
2,150 |
0 |
-2,150 |
-100.00% |
| Cardinal Point Capital Management ULC |
2,576 |
0 |
-2,576 |
-100.00% |
| Congress Wealth Management LLC DE |
2,132 |
0 |
-2,132 |
-100.00% |
| Koss Olinger Consulting LLC |
2,620 |
0 |
-2,620 |
-100.00% |
| True Link Financial Advisors LLC |
2,252 |
0 |
-2,252 |
-100.00% |
| RWM Asset Management LLC |
2,080 |
0 |
-2,080 |
-100.00% |
| Centennial Wealth Advisory LLC |
37,897 |
0 |
-37,897 |
-100.00% |
| Planned Solutions Inc. |
578 |
0 |
-578 |
-100.00% |
| Tennessee Valley Asset Management Partners |
88 |
0 |
-88 |
-100.00% |
| Advisor Resource Council |
18,681 |
0 |
-18,681 |
-100.00% |
| International Assets Investment Management LLC |
56,939 |
0 |
-56,939 |
-100.00% |
| Aprio Wealth Management LLC |
4,001 |
0 |
-4,001 |
-100.00% |
| Tsfg LLC |
75 |
0 |
-75 |
-100.00% |
| Beacon Financial Advisory LLC |
3,217 |
0 |
-3,217 |
-100.00% |
| Paragon Advisors LLC |
5,790 |
0 |
-5,790 |
-100.00% |
| Curated Wealth Partners LLC |
2,008 |
0 |
-2,008 |
-100.00% |
| Apexium Financial LP |
3,235 |
0 |
-3,235 |
-100.00% |
| All Season Financial Advisors Inc. |
27,202 |
0 |
-27,202 |
-100.00% |
| Trilogy Capital Inc. |
6,742 |
0 |
-6,742 |
-100.00% |
| Miracle Mile Advisors LLC |
2,462 |
0 |
-2,462 |
-100.00% |
| Perigon Wealth Management LLC |
1,995 |
0 |
-1,995 |
-100.00% |
| Saxony Capital Management LLC |
6,275 |
0 |
-6,275 |
-100.00% |
| Narwhal Capital Management |
2,914 |
0 |
-2,914 |
-100.00% |
| BNP Paribas Arbitrage SA |
7 |
0 |
-7 |
-100.00% |
| WASHINGTON TRUST Co |
150 |
0 |
-150 |
-100.00% |
| Park Avenue Securities LLC |
21,354 |
0 |
-21,354 |
-100.00% |
| Mitchell Sinkler & Starr PA |
236 |
0 |
-236 |
-100.00% |
| Godsey & Gibb Associates |
90 |
0 |
-90 |
-100.00% |
See Summary: Institutional Holders of IJS
See Details: Top 10 Hedge Funds Holding IJS
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