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This page summarizes the IPAY 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 IPAY 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 IPAY Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
173,363 |
200,348 |
+26,985 |
+15.57% |
| Brookstone Capital Management |
23,276 |
24,127 |
+851 |
+3.66% |
| CWM LLC |
8,806 |
9,055 |
+249 |
+2.83% |
| Commonwealth Equity Services LLC |
64,974 |
65,448 |
+474 |
+0.73% |
| 13F Filers Reporting New Positions In IPAY |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Activest Wealth Management |
0 |
0 |
UNCH |
100% |
| NTV Asset Management LLC |
0 |
17,312 |
+17,312 |
+100% |
| Mechanics Bank Trust Department |
0 |
4,075 |
+4,075 |
+100% |
| Florin Court Capital LLP |
0 |
39,901 |
+39,901 |
+100% |
| Financial Partners Group Inc |
0 |
4,135 |
+4,135 |
+100% |
| Clear Creek Financial Management LLC |
0 |
5,658 |
+5,658 |
+100% |
| MTM Investment Management LLC |
0 |
1,008 |
+1,008 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| AlphaMark Advisors LLC |
610 |
610 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
1,135 |
1,135 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
50 |
50 |
UNCH |
0.00% |
| Riggs Asset Managment Co. Inc. |
360 |
360 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
240 |
240 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
8 |
8 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
100 |
100 |
UNCH |
0.00% |
| Lam Group Inc. |
55 |
55 |
UNCH |
0.00% |
| Advantage Trust Co |
2,925 |
2,925 |
UNCH |
0.00% |
| MGB Wealth Management LLC |
600 |
600 |
UNCH |
0.00% |
| 13F Filers Decreasing IPAY Share Count |
|---|
| Raymond James & Associates |
35,141 |
7,969 |
-27,172 |
-77.32% |
| Tempus Wealth Planning LLC |
8,519 |
5,746 |
-2,773 |
-32.55% |
| Cambridge Investment Research Advisors Inc. |
35,025 |
26,073 |
-8,952 |
-25.56% |
| Susquehanna International Group LLP |
57,862 |
49,226 |
-8,636 |
-14.93% |
| Flagship Harbor Advisors LLC |
7,838 |
6,717 |
-1,121 |
-14.30% |
| Western Wealth Management LLC |
5,952 |
5,102 |
-850 |
-14.28% |
| Diligent Investors LLC |
8,600 |
8,227 |
-373 |
-4.34% |
| Oppenheimer & Co. Inc. |
18,428 |
18,062 |
-366 |
-1.99% |
| PSI Advisors LLC |
481 |
480 |
-1 |
-0.21% |
| SOL Capital Management CO |
30,428 |
30,363 |
-65 |
-0.21% |
| 13F Filers Exiting IPAY |
|---|
| Twin Peaks Wealth Advisors LLC |
5,716 |
0 |
-5,716 |
-100.00% |
| 626 Financial LLC |
8,504 |
0 |
-8,504 |
-100.00% |
| Bank of New Hampshire |
40,828 |
0 |
-40,828 |
-100.00% |
| Arkadios Wealth Advisors |
36,759 |
0 |
-36,759 |
-100.00% |
| Banque Cantonale Vaudoise |
1,160 |
0 |
-1,160 |
-100.00% |
| Geneos Wealth Management Inc. |
100 |
0 |
-100 |
-100.00% |
| Wealthfront Advisers LLC |
7,597 |
0 |
-7,597 |
-100.00% |
| Silicon Valley Capital Partners |
103 |
0 |
-103 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
5 |
0 |
-5 |
-100.00% |
| Kwmg LLC |
17,254 |
0 |
-17,254 |
-100.00% |
| Wolf Group Capital Advisors |
10,059 |
0 |
-10,059 |
-100.00% |
| United Asset Strategies Inc. |
5,249 |
0 |
-5,249 |
-100.00% |
| Harbor Investment Advisory LLC |
260 |
0 |
-260 |
-100.00% |
| J.W. Cole Advisors Inc. |
6,773 |
0 |
-6,773 |
-100.00% |
| Janney Montgomery Scott LLC |
23,448 |
0 |
-23,448 |
-100.00% |
| Grimes & Company Inc. |
80,690 |
0 |
-80,690 |
-100.00% |
| BNP Paribas Arbitrage SA |
1 |
0 |
-1 |
-100.00% |
| Valley National Advisers Inc. |
915 |
0 |
-915 |
-100.00% |
See Summary: Institutional Holders of IPAY
See Details: Top 10 Hedge Funds Holding IPAY
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