 |
|
|
This page summarizes the ITA 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 ITA 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 ITA Share Count |
|---|
| Quattro Financial Advisors LLC |
127 |
5,000 |
+4,873 |
+3837.01% |
| Rosenberg Matthew Hamilton |
5 |
72 |
+67 |
+1340.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
636 |
3,187 |
+2,551 |
+401.10% |
| Milestone Asset Management LLC |
1,962 |
6,337 |
+4,375 |
+222.99% |
| Cadent Capital Advisors LLC |
32,400 |
96,660 |
+64,260 |
+198.33% |
| Princeton Global Asset Management LLC |
50 |
132 |
+82 |
+164.00% |
| Sigma Planning Corp |
8,066 |
16,038 |
+7,972 |
+98.83% |
| Larson Financial Group LLC |
8 |
14 |
+6 |
+75.00% |
| Spire Wealth Management |
10,410 |
16,691 |
+6,281 |
+60.34% |
| Ronald Blue Trust Inc. |
174 |
274 |
+100 |
+57.47% |
| Wealth Enhancement Advisory Services LLC |
11,148 |
17,535 |
+6,387 |
+57.29% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
5,630 |
8,777 |
+3,147 |
+55.90% |
| Smartleaf Asset Management LLC |
109 |
167 |
+58 |
+53.21% |
| Clarity Capital Partners LLC |
9,004 |
13,613 |
+4,609 |
+51.19% |
| Kestra Private Wealth Services LLC |
12,379 |
17,622 |
+5,243 |
+42.35% |
| Kingswood Wealth Advisors LLC |
1,905 |
2,639 |
+734 |
+38.53% |
| McGuire Investment Group LLC |
6,854 |
8,917 |
+2,063 |
+30.10% |
| Etfidea LLC |
6,097 |
7,856 |
+1,759 |
+28.85% |
| Warner Financial Inc. |
4,243 |
5,373 |
+1,130 |
+26.63% |
| Acropolis Investment Management LLC |
790 |
990 |
+200 |
+25.32% |
| Steele Capital Management Inc. |
3,286 |
4,086 |
+800 |
+24.35% |
| Massachusetts Wealth Management |
3,795 |
4,687 |
+892 |
+23.50% |
| PFG Investments LLC |
4,863 |
5,967 |
+1,104 |
+22.70% |
| 5th Street Advisors LLC |
29,570 |
35,666 |
+6,096 |
+20.62% |
| Solstein Capital LLC |
482 |
574 |
+92 |
+19.09% |
| DAVENPORT & Co LLC |
11,014 |
13,077 |
+2,063 |
+18.73% |
| Crescent Grove Advisors LLC |
5,503 |
6,456 |
+953 |
+17.32% |
| Raymond James & Associates |
187,304 |
219,129 |
+31,825 |
+16.99% |
| Accel Wealth Management |
12,707 |
14,746 |
+2,039 |
+16.05% |
| Cottonwood Capital Advisors LLC |
9,605 |
10,870 |
+1,265 |
+13.17% |
| Mason & Associates Inc |
6,110 |
6,848 |
+738 |
+12.08% |
| Dynamic Advisor Solutions LLC |
20,771 |
23,215 |
+2,444 |
+11.77% |
| Janney Montgomery Scott LLC |
58,928 |
65,790 |
+6,862 |
+11.64% |
| Cornerstone Wealth Management LLC |
5,363 |
5,957 |
+594 |
+11.08% |
| KFA Private Wealth Group LLC |
4,406 |
4,893 |
+487 |
+11.05% |
| Apollon Wealth Management LLC |
21,207 |
23,455 |
+2,248 |
+10.60% |
| WESPAC Advisors LLC |
22,791 |
24,985 |
+2,194 |
+9.63% |
| Genesee Capital Advisors LLC |
5,395 |
5,880 |
+485 |
+8.99% |
| Cary Street Partners Investment Advisory LLC |
1,660 |
1,802 |
+142 |
+8.55% |
| Muirfield Wealth Advisors LLC |
6,531 |
7,033 |
+502 |
+7.69% |
| Magnolia Capital Management Ltd. |
2,805 |
3,015 |
+210 |
+7.49% |
| Schmidt P J Investment Management Inc. |
3,247 |
3,480 |
+233 |
+7.18% |
| Ayalon Holdings Ltd. |
13,980 |
14,983 |
+1,003 |
+7.17% |
| Commerce Bank |
5,589 |
5,966 |
+377 |
+6.75% |
| WealthBridge Capital Management LLC |
2,902 |
3,095 |
+193 |
+6.65% |
| ARS Investment Partners LLC |
16,650 |
17,720 |
+1,070 |
+6.43% |
| Patriot Financial Group Insurance Agency LLC |
2,176 |
2,314 |
+138 |
+6.34% |
| Bristlecone Advisors LLC |
20,902 |
22,203 |
+1,301 |
+6.22% |
| Private Trust Co. NA |
4,491 |
4,748 |
+257 |
+5.72% |
| Silverlake Wealth Management LLC |
4,615 |
4,846 |
+231 |
+5.01% |
| Means Investment CO. Inc. |
2,645 |
2,777 |
+132 |
+4.99% |
| Ausdal Financial Partners Inc. |
1,933 |
2,027 |
+94 |
+4.86% |
| Geneos Wealth Management Inc. |
22,537 |
23,549 |
+1,012 |
+4.49% |
| FOCUS Wealth Advisors LLC |
34,652 |
36,084 |
+1,432 |
+4.13% |
| Signaturefd LLC |
381 |
396 |
+15 |
+3.94% |
| Proequities Inc. |
11,827 |
12,290 |
+463 |
+3.91% |
| Private Advisor Group LLC |
57,710 |
59,939 |
+2,229 |
+3.86% |
| CIC Wealth LLC |
5,077 |
5,273 |
+196 |
+3.86% |
| Almanack Investment Partners LLC. |
3,165 |
3,277 |
+112 |
+3.54% |
| WealthCare Investment Partners LLC |
36,013 |
37,288 |
+1,275 |
+3.54% |
| Raymond James Trust N.A. |
4,029 |
4,167 |
+138 |
+3.43% |
| Capital Investment Advisory Services LLC |
2,613 |
2,699 |
+86 |
+3.29% |
| Greystone Financial Group LLC |
6,406 |
6,615 |
+209 |
+3.26% |
| Morris Retirement Advisors LLC |
34,292 |
35,261 |
+969 |
+2.83% |
| Bluesphere Advisors LLC |
35,100 |
36,067 |
+967 |
+2.75% |
| Lincoln National Corp |
23,359 |
23,984 |
+625 |
+2.68% |
| Brown Miller Wealth Management LLC |
3,101 |
3,181 |
+80 |
+2.58% |
| Benjamin Edwards Inc. |
5,897 |
6,040 |
+143 |
+2.42% |
| Bank of New York Mellon Corp |
11,743 |
12,017 |
+274 |
+2.33% |
| Allworth Financial LP |
3,115 |
3,185 |
+70 |
+2.25% |
| Commonwealth Equity Services LLC |
264,116 |
269,389 |
+5,273 |
+2.00% |
| Jmac Enterprises LLC |
23,187 |
23,609 |
+422 |
+1.82% |
| Paragon Financial Partners Inc. |
29,788 |
30,258 |
+470 |
+1.58% |
| Essex Financial Services Inc. |
6,699 |
6,803 |
+104 |
+1.55% |
| Wealthfront Advisers LLC |
4,812 |
4,882 |
+70 |
+1.45% |
| Benjamin F. Edwards & Company Inc. |
85,220 |
86,379 |
+1,159 |
+1.36% |
| Principle Wealth Partners LLC |
25,032 |
25,354 |
+322 |
+1.29% |
| McMahon Financial Advisors LLC |
15,863 |
16,031 |
+168 |
+1.06% |
| Householder Group Estate & Retirement Specialist LLC |
496 |
501 |
+5 |
+1.01% |
| SPC Financial Inc. |
135,818 |
137,080 |
+1,262 |
+0.93% |
| Wealthcare Advisory Partners LLC |
3,709 |
3,742 |
+33 |
+0.89% |
| Creative Financial Designs Inc. ADV |
143 |
144 |
+1 |
+0.70% |
| CRA Financial Services LLC |
3,783 |
3,808 |
+25 |
+0.66% |
| CWM LLC |
27,641 |
27,811 |
+170 |
+0.62% |
| Vivid Wealth Management LLC |
17,686 |
17,786 |
+100 |
+0.57% |
| Financial Advocates Investment Management |
17,156 |
17,240 |
+84 |
+0.49% |
| Venturi Wealth Management LLC |
426 |
428 |
+2 |
+0.47% |
| LexAurum Advisors LLC |
6,735 |
6,761 |
+26 |
+0.39% |
| Grimes & Company Inc. |
2,111 |
2,118 |
+7 |
+0.33% |
| Artemis Wealth Advisors LLC |
8,288 |
8,305 |
+17 |
+0.21% |
| Griffin Asset Management Inc. |
2,030 |
2,034 |
+4 |
+0.20% |
| Rehmann Capital Advisory Group |
1,659 |
1,661 |
+2 |
+0.12% |
| Bellevue Asset Management LLC |
803 |
804 |
+1 |
+0.12% |
| Charter Oak Capital Management LLC |
3,792 |
3,795 |
+3 |
+0.08% |
| Aurora Private Wealth Inc. |
1,681 |
1,682 |
+1 |
+0.06% |
| Nations Financial Group Inc. IA ADV |
8,168 |
8,170 |
+2 |
+0.02% |
| 13F Filers Reporting New Positions In ITA |
|---|
| Rockland Trust Co. |
0 |
1,543 |
+1,543 |
+100% |
| Hartline Investment Corp |
0 |
8,777 |
+8,777 |
+100% |
| Pekin Hardy Strauss Inc. |
0 |
3,395 |
+3,395 |
+100% |
| Country Trust Bank |
0 |
115 |
+115 |
+100% |
| Founders Financial Securities LLC |
0 |
1,881 |
+1,881 |
+100% |
| Morris Financial Concepts Inc. |
0 |
8 |
+8 |
+100% |
| Confluence Investment Management LLC |
0 |
37,144 |
+37,144 |
+100% |
| Mather Group LLC. |
0 |
32 |
+32 |
+100% |
| Macroview Investment Management LLC |
0 |
57 |
+57 |
+100% |
| Spectrum Asset Management Inc. NB CA |
0 |
3,945 |
+3,945 |
+100% |
| First Command Advisory Services Inc. |
0 |
2,933 |
+2,933 |
+100% |
| TAP Consulting LLC |
0 |
16,076 |
+16,076 |
+100% |
| Aspire Private Capital LLC |
0 |
8 |
+8 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
554 |
+554 |
+100% |
| Total Clarity Wealth Management Inc. |
0 |
7,801 |
+7,801 |
+100% |
| Advisor Resource Council |
0 |
6,020 |
+6,020 |
+100% |
| McElhenny Sheffield Capital Management LLC |
0 |
145,683 |
+145,683 |
+100% |
| Wealth Effects LLC |
0 |
1,849 |
+1,849 |
+100% |
| Eagle Strategies LLC |
0 |
29,398 |
+29,398 |
+100% |
| Confluence Wealth Services Inc. |
0 |
2,334 |
+2,334 |
+100% |
| Global Assets Advisory LLC |
0 |
843,655 |
+843,655 |
+100% |
| Daymark Wealth Partners LLC |
0 |
1,555 |
+1,555 |
+100% |
| Focus Financial Network Inc. |
0 |
8,581 |
+8,581 |
+100% |
| Elevate Wealth Advisory Inc. |
0 |
823 |
+823 |
+100% |
| Duncan Williams Asset Management LLC |
0 |
2,774 |
+2,774 |
+100% |
| American Capital Advisory LLC |
0 |
177 |
+177 |
+100% |
| Central Pacific Bank Trust Division |
0 |
32 |
+32 |
+100% |
| Diversify Advisory Services LLC |
0 |
52,939 |
+52,939 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
49 |
49 |
UNCH |
0.00% |
| Huntington National Bank |
1 |
1 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
416 |
416 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
10 |
10 |
UNCH |
0.00% |
| NBC Securities Inc. |
810 |
810 |
UNCH |
0.00% |
| First National Corp MA ADV |
1,619 |
1,619 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
80 |
80 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
510 |
510 |
UNCH |
0.00% |
| Hallmark Capital Management Inc. |
39 |
39 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
1,850 |
1,850 |
UNCH |
0.00% |
| UMB Bank N A MO |
400 |
400 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
120 |
120 |
UNCH |
0.00% |
| Optimum Investment Advisors |
200 |
200 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
560 |
560 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
250 |
250 |
UNCH |
0.00% |
| Trust Co. of Vermont |
300 |
300 |
UNCH |
0.00% |
| Whittier Trust Co. |
12,589 |
12,589 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
315 |
315 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
45 |
45 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
125 |
125 |
UNCH |
0.00% |
| Investment Partners Asset Management Inc. |
2,625 |
2,625 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
2,285 |
2,285 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
87 |
87 |
UNCH |
0.00% |
| Narwhal Capital Management |
1,960 |
1,960 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
1,690 |
1,690 |
UNCH |
0.00% |
| Wright Fund Managment LLC |
68,736 |
68,736 |
UNCH |
0.00% |
| Adviser Investments LLC |
1,945 |
1,945 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
754 |
754 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
4 |
4 |
UNCH |
0.00% |
| Riggs Asset Managment Co. Inc. |
140 |
140 |
UNCH |
0.00% |
| CAPROCK Group Inc. |
7,433 |
7,433 |
UNCH |
0.00% |
| Compagnie Lombard Odier SCmA |
706 |
706 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
700 |
700 |
UNCH |
0.00% |
| Colony Family Offices LLC |
3,436 |
3,436 |
UNCH |
0.00% |
| Glassman Wealth Services |
150 |
150 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
95 |
95 |
UNCH |
0.00% |
| Connecticut Wealth Management LLC |
1,803 |
1,803 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
752 |
752 |
UNCH |
0.00% |
| Moloney Securities Asset Management LLC |
2,378 |
2,378 |
UNCH |
0.00% |
| Bogart Wealth LLC |
155 |
155 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
945 |
945 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
808 |
808 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
362 |
362 |
UNCH |
0.00% |
| Pflug Koory LLC |
160 |
160 |
UNCH |
0.00% |
| Retirement Group LLC |
59 |
59 |
UNCH |
0.00% |
| Independent Family Office LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
200 |
200 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
30,393 |
30,393 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
220 |
220 |
UNCH |
0.00% |
| PSI Advisors LLC |
60 |
60 |
UNCH |
0.00% |
| Avion Wealth |
987 |
987 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
570 |
570 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
230 |
230 |
UNCH |
0.00% |
| Lpwm LLC |
1,953 |
1,953 |
UNCH |
0.00% |
| Key Financial Inc |
7 |
7 |
UNCH |
0.00% |
| Apeiron RIA LLC |
3,218 |
3,218 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
2,866 |
2,866 |
UNCH |
0.00% |
| Powell Investment Advisors LLC |
1,845 |
1,845 |
UNCH |
0.00% |
| Concord Wealth Partners |
242 |
242 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
37 |
37 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
1,034 |
1,034 |
UNCH |
0.00% |
| Red Tortoise LLC |
12 |
12 |
UNCH |
0.00% |
| City State Bank |
650 |
650 |
UNCH |
0.00% |
| Quent Capital LLC |
19 |
19 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
65 |
65 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
41 |
41 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
244 |
244 |
UNCH |
0.00% |
| Slocum Gordon & Co LLP |
39 |
39 |
UNCH |
0.00% |
| WFA Asset Management Corp |
17 |
17 |
UNCH |
0.00% |
| PFS Partners LLC |
17 |
17 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
86 |
86 |
UNCH |
0.00% |
| 13F Filers Decreasing ITA Share Count |
|---|
| Tsfg LLC |
969 |
66 |
-903 |
-93.19% |
| Perigon Wealth Management LLC |
78,512 |
5,768 |
-72,744 |
-92.65% |
| SYSTM Wealth Solutions LLC |
204 |
19 |
-185 |
-90.69% |
| Evolution Wealth Advisors LLC |
78,581 |
19,083 |
-59,498 |
-75.72% |
| BNP Paribas Arbitrage SA |
300,053 |
100,773 |
-199,280 |
-66.41% |
| Interactive Financial Advisors |
58,356 |
20,597 |
-37,759 |
-64.70% |
| Global Trust Asset Management LLC |
940 |
360 |
-580 |
-61.70% |
| Wsfs Capital Management LLC |
14,713 |
5,788 |
-8,925 |
-60.66% |
| J.W. Cole Advisors Inc. |
44,193 |
18,004 |
-26,189 |
-59.26% |
| Csenge Advisory Group |
5,261 |
2,408 |
-2,853 |
-54.23% |
| Hollencrest Capital Management |
703 |
333 |
-370 |
-52.63% |
| Newbridge Financial Services Group Inc. |
1,965 |
996 |
-969 |
-49.31% |
| Global Retirement Partners LLC |
11,731 |
5,966 |
-5,765 |
-49.14% |
| RSM US Wealth Management LLC |
8,746 |
4,894 |
-3,852 |
-44.04% |
| Ferguson Wellman Capital Management Inc. |
168,250 |
99,724 |
-68,526 |
-40.73% |
| Migdal Insurance & Financial Holdings Ltd. |
230 |
140 |
-90 |
-39.13% |
| Procyon Private Wealth Partners LLC |
5,055 |
3,151 |
-1,904 |
-37.67% |
| SeaCrest Wealth Management LLC |
10,781 |
7,003 |
-3,778 |
-35.04% |
| Fifth Third Securities Inc. |
48,728 |
32,179 |
-16,549 |
-33.96% |
| Coastal Investment Advisors Inc. |
9,745 |
6,940 |
-2,805 |
-28.78% |
| Lewis Asset Management LLC |
3,821 |
2,737 |
-1,084 |
-28.37% |
| Brown Advisory Inc. |
9,937 |
7,562 |
-2,375 |
-23.90% |
| Inscription Capital LLC |
5,711 |
4,399 |
-1,312 |
-22.97% |
| Park Avenue Securities LLC |
22,692 |
18,116 |
-4,576 |
-20.17% |
| Mayfair Advisory Group LLC |
2,339 |
1,892 |
-447 |
-19.11% |
| Segment Wealth Management LLC |
2,200 |
1,820 |
-380 |
-17.27% |
| Miracle Mile Advisors LLC |
2,566 |
2,194 |
-372 |
-14.50% |
| Arkadios Wealth Advisors |
6,424 |
5,634 |
-790 |
-12.30% |
| Joseph P. Lucia & Associates LLC |
3,557 |
3,140 |
-417 |
-11.72% |
| Mutual Advisors LLC |
6,778 |
5,990 |
-788 |
-11.63% |
| Triumph Capital Management |
6,372 |
5,679 |
-693 |
-10.88% |
| Ignite Planners LLC |
12,160 |
10,985 |
-1,175 |
-9.66% |
| Ritholtz Wealth Management |
2,359 |
2,133 |
-226 |
-9.58% |
| Herbst Group LLC |
42,530 |
38,627 |
-3,903 |
-9.18% |
| Raymond James Financial Services Advisors Inc. |
176,741 |
161,900 |
-14,841 |
-8.40% |
| Ehrlich Financial Group |
3,019 |
2,769 |
-250 |
-8.28% |
| Patron Partners Advisors LLC |
3,438 |
3,191 |
-247 |
-7.18% |
| Global Wealth Strategies & Associates |
113 |
105 |
-8 |
-7.08% |
| WESPAC Advisors SoCal LLC |
19,702 |
18,390 |
-1,312 |
-6.66% |
| RFG Advisory LLC |
1,772 |
1,661 |
-111 |
-6.26% |
| Lake Street Financial LLC |
1,663 |
1,563 |
-100 |
-6.01% |
| Brookstone Capital Management |
5,870 |
5,521 |
-349 |
-5.95% |
| Gradient Investments LLC |
72 |
68 |
-4 |
-5.56% |
| Meridian Wealth Management LLC |
3,095 |
2,925 |
-170 |
-5.49% |
| Cambridge Investment Research Advisors Inc. |
145,372 |
137,777 |
-7,595 |
-5.22% |
| Salomon & Ludwin LLC |
7,426 |
7,070 |
-356 |
-4.79% |
| Octavia Wealth Advisors LLC |
2,831 |
2,697 |
-134 |
-4.73% |
| Flagship Harbor Advisors LLC |
3,152 |
3,003 |
-149 |
-4.73% |
| International Assets Investment Management LLC |
4,135 |
3,944 |
-191 |
-4.62% |
| Cedar Brook Financial Partners LLC |
2,176 |
2,078 |
-98 |
-4.50% |
| Allen Capital Group LLC |
5,602 |
5,355 |
-247 |
-4.41% |
| Kovack Advisors Inc. |
2,270 |
2,182 |
-88 |
-3.88% |
| Lodestar Private Asset Management LLC |
12,883 |
12,409 |
-474 |
-3.68% |
| A. D. Beadell Investment Counsel Inc. |
8,235 |
7,935 |
-300 |
-3.64% |
| Janney Capital Management LLC |
130,297 |
126,165 |
-4,132 |
-3.17% |
| Transcend Wealth Collective LLC |
8,529 |
8,267 |
-262 |
-3.07% |
| Register Financial Advisors LLC |
1,831 |
1,781 |
-50 |
-2.73% |
| Good Life Advisors LLC |
2,729 |
2,657 |
-72 |
-2.64% |
| City Holding Co. |
3,975 |
3,875 |
-100 |
-2.52% |
| Fiduciary Alliance LLC |
1,711 |
1,668 |
-43 |
-2.51% |
| Calton & Associates Inc. |
8,496 |
8,286 |
-210 |
-2.47% |
| Purus Wealth Management LLC |
5,118 |
4,994 |
-124 |
-2.42% |
| Ellis Investment Partners LLC |
5,349 |
5,220 |
-129 |
-2.41% |
| Vicus Capital |
3,867 |
3,774 |
-93 |
-2.40% |
| Game Plan Financial Advisors LLC |
16,825 |
16,425 |
-400 |
-2.38% |
| USAdvisors Wealth Management LLC |
14,591 |
14,268 |
-323 |
-2.21% |
| Capital Investment Advisors LLC |
1,745 |
1,707 |
-38 |
-2.18% |
| Financial Advisory Service Inc. |
737 |
721 |
-16 |
-2.17% |
| Smith Anglin Financial LLC |
15,815 |
15,495 |
-320 |
-2.02% |
| Avitas Wealth Management LLC |
1,977 |
1,938 |
-39 |
-1.97% |
| MinichMacGregor Wealth Management LLC |
81,657 |
80,085 |
-1,572 |
-1.93% |
| Hudock Inc. |
3,554 |
3,487 |
-67 |
-1.89% |
| Capital Advisors Ltd. LLC |
19,337 |
18,974 |
-363 |
-1.88% |
| Keel Point LLC |
11,843 |
11,624 |
-219 |
-1.85% |
| Absolute Capital Management LLC |
8,177 |
8,027 |
-150 |
-1.83% |
| Symphony Financial Ltd. Co. |
2,573 |
2,526 |
-47 |
-1.83% |
| Ashton Thomas Private Wealth LLC |
4,635 |
4,567 |
-68 |
-1.47% |
| Centric Wealth Management |
2,174 |
2,143 |
-31 |
-1.43% |
| Wealth Management Partners LLC |
2,622 |
2,586 |
-36 |
-1.37% |
| Onyx Bridge Wealth Group LLC |
3,185 |
3,142 |
-43 |
-1.35% |
| Money Concepts Capital Corp |
2,368 |
2,339 |
-29 |
-1.22% |
| Patriot Investment Management Inc. |
6,085 |
6,020 |
-65 |
-1.07% |
| Sequoia Financial Advisors LLC |
2,895 |
2,864 |
-31 |
-1.07% |
| Apollon Financial LLC |
17,930 |
17,746 |
-184 |
-1.03% |
| Burns J W & Co. Inc. NY |
8,712 |
8,622 |
-90 |
-1.03% |
| Western Wealth Management LLC |
7,248 |
7,189 |
-59 |
-0.81% |
| Family Legacy Inc. |
12,049 |
11,952 |
-97 |
-0.81% |
| Saxon Interests Inc. |
1,604 |
1,594 |
-10 |
-0.62% |
| Pacific Sun Financial Corp |
8,242 |
8,192 |
-50 |
-0.61% |
| Main Street Financial Solutions LLC |
20,495 |
20,383 |
-112 |
-0.55% |
| Dumont & Blake Investment Advisors LLC |
11,073 |
11,023 |
-50 |
-0.45% |
| Stratos Wealth Partners LTD. |
14,496 |
14,440 |
-56 |
-0.39% |
| Well Done LLC |
31,930 |
31,829 |
-101 |
-0.32% |
| Regions Financial Corp |
12,910 |
12,897 |
-13 |
-0.10% |
| Sunbelt Securities Inc. |
8,730 |
8,725 |
-5 |
-0.06% |
| Secure Asset Management LLC |
11,034 |
11,031 |
-3 |
-0.03% |
| 13F Filers Exiting ITA |
|---|
| BKM Wealth Management LLC |
65 |
0 |
-65 |
-100.00% |
| Keener Financial Planning LLC |
178 |
0 |
-178 |
-100.00% |
| Sapient Capital LLC |
1,926 |
0 |
-1,926 |
-100.00% |
| Fidelis Capital Partners LLC |
7,190 |
0 |
-7,190 |
-100.00% |
| Granite Bay Wealth Management LLC |
46,456 |
0 |
-46,456 |
-100.00% |
| Independent Wealth Network Inc. |
6,107 |
0 |
-6,107 |
-100.00% |
| Accurate Wealth Management LLC |
59,336 |
0 |
-59,336 |
-100.00% |
| McClarren Financial Advisors Inc. |
814 |
0 |
-814 |
-100.00% |
| Tennessee Valley Asset Management Partners |
10 |
0 |
-10 |
-100.00% |
| Fortis Group Advisors LLC |
11,412 |
0 |
-11,412 |
-100.00% |
| CX Institutional |
129 |
0 |
-129 |
-100.00% |
| Sound Income Strategies LLC |
63 |
0 |
-63 |
-100.00% |
| WealthShield Partners LLC |
2,027 |
0 |
-2,027 |
-100.00% |
| Stratos Wealth Advisors LLC |
2,045 |
0 |
-2,045 |
-100.00% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
44,300 |
0 |
-44,300 |
-100.00% |
| Sowell Financial Services LLC |
12,498 |
0 |
-12,498 |
-100.00% |
| Friedenthal Financial |
952 |
0 |
-952 |
-100.00% |
| JNBA Financial Advisors |
300 |
0 |
-300 |
-100.00% |
| FDx Advisors Inc. |
2,654 |
0 |
-2,654 |
-100.00% |
| Wellington Shields Capital Management LLC |
3,216 |
0 |
-3,216 |
-100.00% |
| Smith Salley & Associates |
4,437 |
0 |
-4,437 |
-100.00% |
| Meitav Dash Investments Ltd. |
52,122 |
0 |
-52,122 |
-100.00% |
| Tompkins Financial Corp |
56 |
0 |
-56 |
-100.00% |
| L.M. Kohn & Company |
1,895 |
0 |
-1,895 |
-100.00% |
| Altfest L J & Co. Inc. |
1,621 |
0 |
-1,621 |
-100.00% |
| Fifth Third Bancorp |
1,482 |
0 |
-1,482 |
-100.00% |
See Summary: Institutional Holders of ITA
See Details: Top 10 Hedge Funds Holding ITA
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