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This page summarizes the IP 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 IP 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 IP Share Count |
Brookstone Capital Management |
13,518 |
251,355 |
+237,837 |
+1759.41% |
MCF Advisors LLC |
57 |
681 |
+624 |
+1094.74% |
North Star Investment Management Corp. |
150 |
1,550 |
+1,400 |
+933.33% |
Lloyd Advisory Services LLC. |
6,131 |
35,030 |
+28,899 |
+471.36% |
Valued Wealth Advisors LLC |
4 |
15 |
+11 |
+275.00% |
Cutler Group LP |
989 |
2,729 |
+1,740 |
+175.94% |
Spire Wealth Management |
190 |
489 |
+299 |
+157.37% |
Tompkins Financial Corp |
1,350 |
3,350 |
+2,000 |
+148.15% |
OFI Invest Asset Management |
96,887 |
191,973 |
+95,086 |
+98.14% |
Financial Management Professionals Inc. |
52 |
103 |
+51 |
+98.08% |
Sound Income Strategies LLC |
263 |
507 |
+244 |
+92.78% |
Assenagon Asset Management S.A. |
207,329 |
398,304 |
+190,975 |
+92.11% |
Bank of New York Mellon Corp |
3,326,981 |
6,082,422 |
+2,755,441 |
+82.82% |
Wealthfront Advisers LLC |
101,694 |
162,490 |
+60,796 |
+59.78% |
Exchange Traded Concepts LLC |
104 |
163 |
+59 |
+56.73% |
Wesbanco Bank Inc. |
11,712 |
18,218 |
+6,506 |
+55.55% |
Diversified Trust Co |
24,609 |
37,255 |
+12,646 |
+51.39% |
Asset Dedication LLC |
579 |
846 |
+267 |
+46.11% |
Stratos Wealth Partners LTD. |
8,081 |
11,328 |
+3,247 |
+40.18% |
FCG Investment Co |
9,444 |
12,846 |
+3,402 |
+36.02% |
Amalgamated Bank |
89,020 |
119,191 |
+30,171 |
+33.89% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,392 |
2,972 |
+580 |
+24.25% |
Investors Asset Management of Georgia Inc. GA ADV |
10,204 |
12,554 |
+2,350 |
+23.03% |
Wedge Capital Management L L P NC |
238,194 |
293,004 |
+54,810 |
+23.01% |
OLD National Bancorp IN |
15,831 |
19,229 |
+3,398 |
+21.46% |
Park Place Capital Corp |
208 |
251 |
+43 |
+20.67% |
Patten Group Inc. |
6,145 |
7,349 |
+1,204 |
+19.59% |
Massmutual Trust Co. FSB ADV |
762 |
906 |
+144 |
+18.90% |
Cullinan Associates Inc. |
91,780 |
108,965 |
+17,185 |
+18.72% |
Cedar Mountain Advisors LLC |
345 |
404 |
+59 |
+17.10% |
Benjamin F. Edwards & Company Inc. |
3,766 |
4,269 |
+503 |
+13.36% |
Private Trust Co. NA |
4,989 |
5,655 |
+666 |
+13.35% |
Capital Advisors Ltd. LLC |
166 |
187 |
+21 |
+12.65% |
Raymond James & Associates |
245,466 |
276,220 |
+30,754 |
+12.53% |
Wealth Enhancement Advisory Services LLC |
129,054 |
144,721 |
+15,667 |
+12.14% |
Trinity Legacy Partners LLC |
61,544 |
69,018 |
+7,474 |
+12.14% |
Arkadios Wealth Advisors |
26,317 |
29,433 |
+3,116 |
+11.84% |
AlphaMark Advisors LLC |
3,367 |
3,718 |
+351 |
+10.42% |
TFC Financial Management |
27 |
29 |
+2 |
+7.41% |
Mission Wealth Management LP |
21,317 |
22,818 |
+1,501 |
+7.04% |
Principal Financial Group Inc. |
390,112 |
416,097 |
+25,985 |
+6.66% |
Millburn Ridgefield Corp |
590 |
628 |
+38 |
+6.44% |
Catalyst Capital Advisors LLC |
590 |
628 |
+38 |
+6.44% |
DekaBank Deutsche Girozentrale |
123,762 |
131,355 |
+7,593 |
+6.14% |
Zurcher Kantonalbank Zurich Cantonalbank |
506,153 |
533,979 |
+27,826 |
+5.50% |
Natixis Advisors L.P. |
207,699 |
219,070 |
+11,371 |
+5.47% |
Total Clarity Wealth Management Inc. |
6,948 |
7,315 |
+367 |
+5.28% |
Brown Advisory Inc. |
8,725 |
9,136 |
+411 |
+4.71% |
GoalVest Advisory LLC |
29,748 |
31,134 |
+1,386 |
+4.66% |
180 Wealth Advisors LLC |
7,527 |
7,845 |
+318 |
+4.22% |
Mitchell & Pahl Private Wealth LLC |
46,007 |
47,871 |
+1,864 |
+4.05% |
Versant Capital Management Inc |
78 |
81 |
+3 |
+3.85% |
Kwmg LLC |
127,688 |
132,454 |
+4,766 |
+3.73% |
Paradiem LLC |
195,181 |
202,035 |
+6,854 |
+3.51% |
Pinnacle Financial Partners Inc. |
8,114 |
8,398 |
+284 |
+3.50% |
Greenhaven Associates Inc. |
9,835,395 |
10,165,385 |
+329,990 |
+3.36% |
Bell Bank |
201,601 |
208,273 |
+6,672 |
+3.31% |
Gulf International Bank UK Ltd |
28,310 |
29,040 |
+730 |
+2.58% |
Trust Co |
427 |
437 |
+10 |
+2.34% |
Butensky & Cohen Financial Security Inc. |
109,111 |
111,309 |
+2,198 |
+2.01% |
Daymark Wealth Partners LLC |
77,942 |
79,469 |
+1,527 |
+1.96% |
Unison Advisors LLC |
55,052 |
56,065 |
+1,013 |
+1.84% |
SJS Investment Consulting Inc. |
62 |
63 |
+1 |
+1.61% |
Fairman Group LLC |
208 |
211 |
+3 |
+1.44% |
Financial Freedom LLC |
191 |
193 |
+2 |
+1.05% |
626 Financial LLC |
5,934 |
5,993 |
+59 |
+0.99% |
Grimes & Company Inc. |
10,052 |
10,145 |
+93 |
+0.93% |
Rise Advisors LLC |
118 |
119 |
+1 |
+0.85% |
Planning Capital Management Corp |
135 |
136 |
+1 |
+0.74% |
Uncommon Cents Investing LLC |
84,265 |
84,860 |
+595 |
+0.71% |
Barrett & Company Inc. |
898 |
904 |
+6 |
+0.67% |
Xcel Wealth Management LLC |
6,100 |
6,139 |
+39 |
+0.64% |
Stephenson National Bank & Trust |
6,692 |
6,726 |
+34 |
+0.51% |
Czech National Bank |
60,602 |
60,897 |
+295 |
+0.49% |
Monte Financial Group LLC |
149,126 |
149,576 |
+450 |
+0.30% |
Hartford Financial Management Inc. |
3,503 |
3,510 |
+7 |
+0.20% |
Chapin Davis Inc. |
8,071 |
8,084 |
+13 |
+0.16% |
Retirement Systems of Alabama |
76,260 |
76,370 |
+110 |
+0.14% |
Sterling Investment Counsel LLC |
10,555 |
10,570 |
+15 |
+0.14% |
State of Michigan Retirement System |
100,448 |
100,548 |
+100 |
+0.10% |
Home Federal Bank of Tennessee |
28,133 |
28,158 |
+25 |
+0.09% |
Patrick M Sweeney & Associates Inc. |
8,544 |
8,545 |
+1 |
+0.01% |
New York State Teachers Retirement System |
297,434 |
297,448 |
+14 |
+0.00% |
13F Filers Reporting New Positions In IP |
West Paces Advisors Inc. |
0 |
0 |
UNCH |
100% |
Stock Yards Bank & Trust Co. |
0 |
5,850 |
+5,850 |
+100% |
Moody Lynn & Lieberson LLC |
0 |
7,577 |
+7,577 |
+100% |
Albion Financial Group UT |
0 |
61 |
+61 |
+100% |
Foster & Motley Inc. |
0 |
6,080 |
+6,080 |
+100% |
Los Angeles Capital Management & Equity Research Inc. |
0 |
33,620 |
+33,620 |
+100% |
WBH Advisory Inc. |
0 |
5,357 |
+5,357 |
+100% |
First National Trust Co |
0 |
25,637 |
+25,637 |
+100% |
YHB Investment Advisors Inc. |
0 |
77 |
+77 |
+100% |
Simplex Trading LLC |
0 |
62,213 |
+62,213 |
+100% |
Mather Group LLC. |
0 |
2,461 |
+2,461 |
+100% |
Riverview Trust Co |
0 |
433 |
+433 |
+100% |
Symmetry Partners LLC |
0 |
14,073 |
+14,073 |
+100% |
SpiderRock Advisors LLC |
0 |
103,210 |
+103,210 |
+100% |
LifeSteps Financial Inc. |
0 |
282 |
+282 |
+100% |
Future Financial Wealth Managment LLC |
0 |
1,652 |
+1,652 |
+100% |
TI Trust Inc. |
0 |
8,040 |
+8,040 |
+100% |
Oak Harbor Wealth Partners LLC |
0 |
5,177 |
+5,177 |
+100% |
Register Financial Advisors LLC |
0 |
1,873 |
+1,873 |
+100% |
PFG Investments LLC |
0 |
11,786 |
+11,786 |
+100% |
Norden Group LLC |
0 |
7,488 |
+7,488 |
+100% |
PFS Partners LLC |
0 |
250 |
+250 |
+100% |
Focus Financial Network Inc. |
0 |
8,908 |
+8,908 |
+100% |
Accordant Advisory Group Inc |
0 |
300 |
+300 |
+100% |
13F Filers With Unchanged Share Count |
Adams Natural Resources Fund Inc. |
21,500 |
21,500 |
UNCH |
0.00% |
NBC Securities Inc. |
2,424 |
2,424 |
UNCH |
0.00% |
Mount Vernon Associates Inc. MD |
7,244 |
7,244 |
UNCH |
0.00% |
Klingenstein Fields & Co. LP |
12,465 |
12,465 |
UNCH |
0.00% |
Salem Investment Counselors Inc. |
10 |
10 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
6,767 |
6,767 |
UNCH |
0.00% |
Norwood Financial Corp |
3,130 |
3,130 |
UNCH |
0.00% |
Atwood & Palmer Inc. |
10 |
10 |
UNCH |
0.00% |
Adirondack Trust Co. |
320 |
320 |
UNCH |
0.00% |
M&R Capital Management Inc. |
172 |
172 |
UNCH |
0.00% |
Webster Bank N. A. |
1,095 |
1,095 |
UNCH |
0.00% |
Boyd Watterson Asset Management LLC OH |
526 |
526 |
UNCH |
0.00% |
Proffitt & Goodson Inc. |
353 |
353 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
252 |
252 |
UNCH |
0.00% |
Tower Bridge Advisors |
5,825 |
5,825 |
UNCH |
0.00% |
Bangor Savings Bank |
300 |
300 |
UNCH |
0.00% |
Indiana Trust & Investment Management CO |
100 |
100 |
UNCH |
0.00% |
BCM Advisors LLC |
65,309 |
65,309 |
UNCH |
0.00% |
GHP Investment Advisors Inc. |
300 |
300 |
UNCH |
0.00% |
Cubic Asset Management LLC |
62,051 |
62,051 |
UNCH |
0.00% |
Welch Group LLC |
5,796 |
5,796 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
10,500 |
10,500 |
UNCH |
0.00% |
Harbor Investment Advisory LLC |
512 |
512 |
UNCH |
0.00% |
Westside Investment Management Inc. |
400 |
400 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
676 |
676 |
UNCH |
0.00% |
Macroview Investment Management LLC |
42 |
42 |
UNCH |
0.00% |
Strategic Advisors LLC |
51,500 |
51,500 |
UNCH |
0.00% |
Alaska Permanent Fund Corp |
8,276 |
8,276 |
UNCH |
0.00% |
Oakworth Capital Inc. |
132 |
132 |
UNCH |
0.00% |
Notis McConarty Edward |
6,000 |
6,000 |
UNCH |
0.00% |
Cranbrook Wealth Management LLC |
48 |
48 |
UNCH |
0.00% |
Tarbox Family Office Inc. |
10,209 |
10,209 |
UNCH |
0.00% |
Private Ocean LLC |
83 |
83 |
UNCH |
0.00% |
Perpetual Ltd |
14,700 |
14,700 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
90 |
90 |
UNCH |
0.00% |
Founders Capital Management |
300 |
300 |
UNCH |
0.00% |
Crescent Grove Advisors LLC |
7,750 |
7,750 |
UNCH |
0.00% |
West Branch Capital LLC |
24 |
24 |
UNCH |
0.00% |
Silvant Capital Management LLC |
3,570 |
3,570 |
UNCH |
0.00% |
Pflug Koory LLC |
60 |
60 |
UNCH |
0.00% |
Princeton Global Asset Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
Wesleyan Assurance Society |
115,010 |
115,010 |
UNCH |
0.00% |
Maryland State Retirement & Pension System |
26,435 |
26,435 |
UNCH |
0.00% |
Pacifica Partners Inc. |
500 |
500 |
UNCH |
0.00% |
PFG Private Wealth Management LLC |
79 |
79 |
UNCH |
0.00% |
S.A. Mason LLC |
2,400 |
2,400 |
UNCH |
0.00% |
CVA Family Office LLC |
760 |
760 |
UNCH |
0.00% |
HighMark Wealth Management LLC |
51 |
51 |
UNCH |
0.00% |
Wolff Wiese Magana LLC |
19 |
19 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
1 |
1 |
UNCH |
0.00% |
Bank of New Hampshire |
920 |
920 |
UNCH |
0.00% |
City State Bank |
325 |
325 |
UNCH |
0.00% |
Bill Few Associates Inc. |
5,953 |
5,953 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
996 |
996 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
17,674 |
17,674 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
19 |
19 |
UNCH |
0.00% |
Glass Jacobson Investment Advisors llc |
1,486 |
1,486 |
UNCH |
0.00% |
Compass Wealth Management LLC |
550 |
550 |
UNCH |
0.00% |
Peoples Bank KS |
2,000 |
2,000 |
UNCH |
0.00% |
Financial Perspectives Inc |
250 |
250 |
UNCH |
0.00% |
Bruce G. Allen Investments LLC |
599 |
599 |
UNCH |
0.00% |
Naples Money Management LLC |
15 |
15 |
UNCH |
0.00% |
Private Wealth Management Group LLC |
55 |
55 |
UNCH |
0.00% |
Financial Synergies Wealth Advisors Inc. |
784 |
784 |
UNCH |
0.00% |
American Capital Advisory LLC |
7,738 |
7,738 |
UNCH |
0.00% |
13F Filers Decreasing IP Share Count |
International Assets Investment Management LLC |
184,566 |
10,405 |
-174,161 |
-94.36% |
Farmers & Merchants Trust Co of Chambersburg PA |
1,300 |
300 |
-1,000 |
-76.92% |
Concord Wealth Partners |
418 |
100 |
-318 |
-76.08% |
Venturi Wealth Management LLC |
1,081 |
293 |
-788 |
-72.90% |
Robeco Institutional Asset Management B.V. |
89,792 |
31,966 |
-57,826 |
-64.40% |
AdvisorNet Financial Inc |
105 |
39 |
-66 |
-62.86% |
Gradient Investments LLC |
359 |
159 |
-200 |
-55.71% |
Fortitude Family Office LLC |
224 |
106 |
-118 |
-52.68% |
Van ECK Associates Corp |
17,019 |
8,297 |
-8,722 |
-51.25% |
Davis Capital Management |
5,112 |
2,575 |
-2,537 |
-49.63% |
Independence Bank of Kentucky |
3,186 |
1,675 |
-1,511 |
-47.43% |
Sequoia Financial Advisors LLC |
8,577 |
4,749 |
-3,828 |
-44.63% |
Valley National Advisers Inc. |
475 |
290 |
-185 |
-38.95% |
Raymond James Trust N.A. |
10,954 |
6,793 |
-4,161 |
-37.99% |
DNB Asset Management AS |
81,125 |
53,192 |
-27,933 |
-34.43% |
Acropolis Investment Management LLC |
5,358 |
3,566 |
-1,792 |
-33.45% |
Wetzel Investment Advisors Inc. |
654 |
454 |
-200 |
-30.58% |
UMB Bank N A MO |
7,002 |
4,992 |
-2,010 |
-28.71% |
Commonwealth Equity Services LLC |
265,978 |
200,955 |
-65,023 |
-24.45% |
Lynch & Associates IN |
17,850 |
13,871 |
-3,979 |
-22.29% |
Principle Wealth Partners LLC |
14,577 |
11,377 |
-3,200 |
-21.95% |
GAMMA Investing LLC |
1,699 |
1,335 |
-364 |
-21.42% |
Valeo Financial Advisors LLC |
18,399 |
14,547 |
-3,852 |
-20.94% |
Jamison Private Wealth Management Inc. |
10,243 |
8,123 |
-2,120 |
-20.70% |
Sunbelt Securities Inc. |
23,935 |
19,233 |
-4,702 |
-19.64% |
Cambridge Investment Research Advisors Inc. |
90,838 |
73,414 |
-17,424 |
-19.18% |
Caldwell Sutter Capital Inc. |
6,449 |
5,279 |
-1,170 |
-18.14% |
Cary Street Partners Investment Advisory LLC |
11,027 |
9,065 |
-1,962 |
-17.79% |
Cedrus LLC |
11,303 |
9,334 |
-1,969 |
-17.42% |
Ignite Planners LLC |
17,513 |
14,475 |
-3,038 |
-17.35% |
Argus Investors Counsel Inc. |
40,390 |
34,290 |
-6,100 |
-15.10% |
CWM LLC |
17,615 |
15,043 |
-2,572 |
-14.60% |
State of Alaska Department of Revenue |
99,228 |
84,893 |
-14,335 |
-14.45% |
CENTRAL TRUST Co |
28,527 |
24,867 |
-3,660 |
-12.83% |
Mn Services Vermogensbeheer B.V. |
152,300 |
132,900 |
-19,400 |
-12.74% |
Key Client Fiduciary Advisors LLC |
14,699 |
12,992 |
-1,707 |
-11.61% |
Allspring Global Investments Holdings LLC |
27,364 |
24,362 |
-3,002 |
-10.97% |
B.O.S.S. Retirement Advisors LLC |
61,855 |
55,457 |
-6,398 |
-10.34% |
Greenleaf Trust |
5,862 |
5,270 |
-592 |
-10.10% |
JFS Wealth Advisors LLC |
751 |
676 |
-75 |
-9.99% |
Lindbrook Capital LLC |
800 |
734 |
-66 |
-8.25% |
Meyer Handelman Co. |
214,426 |
197,884 |
-16,542 |
-7.71% |
Cooper Financial Group |
11,063 |
10,234 |
-829 |
-7.49% |
Kingswood Wealth Advisors LLC |
16,953 |
15,723 |
-1,230 |
-7.26% |
Raymond James Financial Services Advisors Inc. |
54,215 |
50,304 |
-3,911 |
-7.21% |
Horizon Bancorp Inc. IN |
754 |
702 |
-52 |
-6.90% |
Securian Asset Management Inc |
21,830 |
20,346 |
-1,484 |
-6.80% |
Atlas Brown Inc. |
7,761 |
7,235 |
-526 |
-6.78% |
Private Advisor Group LLC |
42,413 |
39,548 |
-2,865 |
-6.76% |
Global Retirement Partners LLC |
8,722 |
8,135 |
-587 |
-6.73% |
Hexagon Capital Partners LLC |
1,063 |
998 |
-65 |
-6.11% |
Pinnacle Associates Ltd. |
6,605 |
6,214 |
-391 |
-5.92% |
Stanley Laman Group Ltd. |
21,435 |
20,185 |
-1,250 |
-5.83% |
Leavell Investment Management Inc. |
13,790 |
13,040 |
-750 |
-5.44% |
Capital Investment Advisory Services LLC |
12,018 |
11,428 |
-590 |
-4.91% |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
165,864 |
158,030 |
-7,834 |
-4.72% |
First Horizon Advisors Inc. |
3,261 |
3,112 |
-149 |
-4.57% |
Hartford Investment Management Co. |
23,309 |
22,266 |
-1,043 |
-4.47% |
IFM Investors Pty Ltd |
79,481 |
75,934 |
-3,547 |
-4.46% |
Prestige Wealth Management Group LLC |
1,273 |
1,221 |
-52 |
-4.08% |
New Mexico Educational Retirement Board |
18,102 |
17,402 |
-700 |
-3.87% |
Louisiana State Employees Retirement System |
20,900 |
20,100 |
-800 |
-3.83% |
Yousif Capital Management LLC |
58,097 |
55,983 |
-2,114 |
-3.64% |
Sumitomo Life Insurance Co. |
6,721 |
6,489 |
-232 |
-3.45% |
Allworth Financial LP |
6,280 |
6,065 |
-215 |
-3.42% |
Verdence Capital Advisors LLC |
23,253 |
22,550 |
-703 |
-3.02% |
IVC Wealth Advisors LLC |
5,672 |
5,505 |
-167 |
-2.94% |
Weatherly Asset Management L. P. |
24,107 |
23,398 |
-709 |
-2.94% |
Veriti Management LLC |
7,160 |
6,963 |
-197 |
-2.75% |
Romano Brothers AND Company |
73,078 |
71,106 |
-1,972 |
-2.70% |
Park Avenue Securities LLC |
54,303 |
53,004 |
-1,299 |
-2.39% |
Carret Asset Management LLC |
48,651 |
47,498 |
-1,153 |
-2.37% |
Sawyer & Company Inc |
12,728 |
12,465 |
-263 |
-2.07% |
NorthCrest Asset Manangement LLC |
18,165 |
17,840 |
-325 |
-1.79% |
California Public Employees Retirement System |
670,630 |
659,197 |
-11,433 |
-1.70% |
Outfitter Financial LLC |
30,350 |
29,900 |
-450 |
-1.48% |
Donaldson Capital Management LLC |
20,082 |
19,800 |
-282 |
-1.40% |
Northwest Bancshares Inc. |
5,770 |
5,713 |
-57 |
-0.99% |
Fruth Investment Management |
6,438 |
6,375 |
-63 |
-0.98% |
Cascade Investment Advisors Inc. |
26,040 |
25,890 |
-150 |
-0.58% |
Plimoth Trust Co. LLC |
7,692 |
7,652 |
-40 |
-0.52% |
Centennial Wealth Advisory LLC |
13,630 |
13,573 |
-57 |
-0.42% |
Sumitomo Mitsui Trust Holdings Inc. |
1,024,489 |
1,020,577 |
-3,912 |
-0.38% |
Fifth Third Bancorp |
13,940 |
13,898 |
-42 |
-0.30% |
Pinnacle West Asset Management Inc. |
10,250 |
10,225 |
-25 |
-0.24% |
Citizens Business Bank |
17,529 |
17,506 |
-23 |
-0.13% |
MV Capital Management Inc. |
2,779 |
2,777 |
-2 |
-0.07% |
Regions Financial Corp |
12,968 |
12,963 |
-5 |
-0.04% |
13F Filers Exiting IP |
Ables Iannone Moore & Associates Inc. |
1,014 |
0 |
-1,014 |
-100.00% |
Turtle Creek Wealth Advisors LLC |
347 |
0 |
-347 |
-100.00% |
Sapient Capital LLC |
40,418 |
0 |
-40,418 |
-100.00% |
McGlone Suttner Wealth Management Inc. |
615 |
0 |
-615 |
-100.00% |
Crescent Sterling Ltd. |
7,268 |
0 |
-7,268 |
-100.00% |
Peterson Financial Group Inc. |
17,737 |
0 |
-17,737 |
-100.00% |
Richard P Slaughter Associates Inc |
65,101 |
0 |
-65,101 |
-100.00% |
Steel Peak Wealth Management LLC |
23,034 |
0 |
-23,034 |
-100.00% |
Symphony Financial Ltd. Co. |
20,927 |
0 |
-20,927 |
-100.00% |
Banque Cantonale Vaudoise |
41,147 |
0 |
-41,147 |
-100.00% |
Occidental Asset Management LLC |
40,030 |
0 |
-40,030 |
-100.00% |
Oak Thistle LLC |
20,864 |
0 |
-20,864 |
-100.00% |
SeaCrest Wealth Management LLC |
14,973 |
0 |
-14,973 |
-100.00% |
Carlton Hofferkamp & Jenks Wealth Management LLC |
6,196 |
0 |
-6,196 |
-100.00% |
American National Bank |
19 |
0 |
-19 |
-100.00% |
Rational Advisors LLC |
590 |
0 |
-590 |
-100.00% |
Denali Advisors LLC |
400 |
0 |
-400 |
-100.00% |
ST Germain D J Co. Inc. |
369 |
0 |
-369 |
-100.00% |
See Summary: Institutional Holders of IP
See Details: Top 10 Hedge Funds Holding IP
Also See: IP Insider Buying
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