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This page summarizes the ITM 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 ITM 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 ITM Share Count |
|---|
| FOCUS Wealth Advisors LLC |
80,735 |
146,575 |
+65,840 |
+81.55% |
| Steel Peak Wealth Management LLC |
46,247 |
70,984 |
+24,737 |
+53.49% |
| Park Avenue Securities LLC |
52,103 |
70,304 |
+18,201 |
+34.93% |
| Strategic Blueprint LLC |
5,875 |
6,519 |
+644 |
+10.96% |
| Cornerstone Wealth Management LLC |
52,207 |
57,568 |
+5,361 |
+10.27% |
| Willis Johnson & Associates Inc. |
412,568 |
442,471 |
+29,903 |
+7.25% |
| OLD National Bancorp IN |
253,179 |
268,240 |
+15,061 |
+5.95% |
| HTLF Bank |
981,908 |
1,040,251 |
+58,343 |
+5.94% |
| CX Institutional |
626,224 |
663,369 |
+37,145 |
+5.93% |
| Cambridge Investment Research Advisors Inc. |
101,292 |
104,188 |
+2,896 |
+2.86% |
| Vicus Capital |
48,535 |
49,859 |
+1,324 |
+2.73% |
| Private Trust Co. NA |
11,380 |
11,596 |
+216 |
+1.90% |
| Gradient Investments LLC |
8,746 |
8,850 |
+104 |
+1.19% |
| Capital Advisors Wealth Management LLC |
9,498 |
9,560 |
+62 |
+0.65% |
| Nations Financial Group Inc. IA ADV |
7,499 |
7,515 |
+16 |
+0.21% |
| RFG Advisory LLC |
9,181 |
9,183 |
+2 |
+0.02% |
| 13F Filers Reporting New Positions In ITM |
|---|
| Venturi Wealth Management LLC |
0 |
25 |
+25 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Optimum Investment Advisors |
10,250 |
10,250 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
16,120 |
16,120 |
UNCH |
0.00% |
| JNBA Financial Advisors |
6,702 |
6,702 |
UNCH |
0.00% |
| Private Ocean LLC |
11,601 |
11,601 |
UNCH |
0.00% |
| Dakota Wealth Management |
6,333 |
6,333 |
UNCH |
0.00% |
| First Personal Financial Services |
1,102 |
1,102 |
UNCH |
0.00% |
| Apexium Financial LP |
6,465 |
6,465 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
858 |
858 |
UNCH |
0.00% |
| Hummer Financial Advisory Services Inc |
8,750 |
8,750 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
4 |
4 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
15,470 |
15,470 |
UNCH |
0.00% |
| 13F Filers Decreasing ITM Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
82,581 |
57,328 |
-25,253 |
-30.58% |
| Paul Damon & Associates Inc. |
26,495 |
22,074 |
-4,421 |
-16.69% |
| Wealth Enhancement Advisory Services LLC |
953,103 |
840,578 |
-112,525 |
-11.81% |
| Global Retirement Partners LLC |
5,144 |
4,654 |
-490 |
-9.53% |
| Tsfg LLC |
345 |
315 |
-30 |
-8.70% |
| CWM LLC |
29,083 |
26,698 |
-2,385 |
-8.20% |
| Massmutual Trust Co. FSB ADV |
30,770 |
28,262 |
-2,508 |
-8.15% |
| Foster & Motley Inc. |
7,494 |
7,141 |
-353 |
-4.71% |
| Kwmg LLC |
6,324 |
6,055 |
-269 |
-4.25% |
| GenTrust LLC |
24,321 |
23,574 |
-747 |
-3.07% |
| Raymond James & Associates |
73,642 |
72,658 |
-984 |
-1.34% |
| Mather Group LLC. |
356,778 |
355,629 |
-1,149 |
-0.32% |
| ONE Advisory Partners LLC |
8,712 |
8,711 |
-1 |
-0.01% |
| 13F Filers Exiting ITM |
|---|
| Daymark Wealth Partners LLC |
7,520 |
0 |
-7,520 |
-100.00% |
| Opal Wealth Advisors LLC |
17,178 |
0 |
-17,178 |
-100.00% |
| Annapolis Financial Services LLC |
240 |
0 |
-240 |
-100.00% |
| International Assets Investment Management LLC |
39,646 |
0 |
-39,646 |
-100.00% |
| First Horizon Advisors Inc. |
1,114 |
0 |
-1,114 |
-100.00% |
| Annex Advisory Services LLC |
106,156 |
0 |
-106,156 |
-100.00% |
See Summary: Institutional Holders of ITM
See Details: Top 10 Hedge Funds Holding ITM
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