 |
|
|
This page summarizes the IUSB 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 IUSB 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 IUSB Share Count |
|---|
| Quattro Financial Advisors LLC |
46 |
157,468 |
+157,422 |
+342221.74% |
| Capital Investment Advisory Services LLC |
3 |
703 |
+700 |
+23333.33% |
| Legacy Financial Group LLC |
13,228 |
519,691 |
+506,463 |
+3828.72% |
| Claro Advisors LLC |
5,377 |
131,484 |
+126,107 |
+2345.30% |
| Tsfg LLC |
5,435 |
126,427 |
+120,992 |
+2226.16% |
| Miracle Mile Advisors LLC |
20,052 |
410,851 |
+390,799 |
+1948.93% |
| Cyndeo Wealth Partners LLC |
6,698 |
79,125 |
+72,427 |
+1081.32% |
| Leonard Rickey Investment Advisors P.L.L.C. |
41,255 |
233,119 |
+191,864 |
+465.07% |
| Clearview Wealth Advisors LLC |
28,932 |
117,643 |
+88,711 |
+306.62% |
| Wiley BROS. Aintree Capital LLC |
7,159 |
17,475 |
+10,316 |
+144.10% |
| W Advisors LLC |
17,612 |
41,258 |
+23,646 |
+134.26% |
| Gradient Investments LLC |
117 |
247 |
+130 |
+111.11% |
| Sutton Place Investors LLC |
30,559 |
59,179 |
+28,620 |
+93.65% |
| Strategic Blueprint LLC |
329,991 |
613,832 |
+283,841 |
+86.01% |
| Dentgroup LLC |
17,466 |
32,463 |
+14,997 |
+85.86% |
| First Horizon Advisors Inc. |
126,133 |
233,590 |
+107,457 |
+85.19% |
| Steel Peak Wealth Management LLC |
548,232 |
990,839 |
+442,607 |
+80.73% |
| Austin Private Wealth LLC |
392,019 |
700,250 |
+308,231 |
+78.63% |
| Signature Securities Group Corporation |
5,939 |
10,139 |
+4,200 |
+70.72% |
| Daymark Wealth Partners LLC |
11,198 |
18,925 |
+7,727 |
+69.00% |
| One Wealth Advisors LLC |
285,570 |
479,155 |
+193,585 |
+67.79% |
| Clear Creek Financial Management LLC |
33,791 |
55,607 |
+21,816 |
+64.56% |
| RDA Financial Network |
6,874 |
11,114 |
+4,240 |
+61.68% |
| Horst & Graben Wealth Management LLC |
511,303 |
820,792 |
+309,489 |
+60.53% |
| Twin Peaks Wealth Advisors LLC |
71,851 |
114,561 |
+42,710 |
+59.44% |
| Farmers & Merchants Investments Inc. |
474 |
754 |
+280 |
+59.07% |
| Ausdal Financial Partners Inc. |
5,255 |
8,246 |
+2,991 |
+56.92% |
| Apeiron RIA LLC |
166,683 |
259,319 |
+92,636 |
+55.58% |
| Andina Capital Management LLC |
100,070 |
154,758 |
+54,688 |
+54.65% |
| Latitude Advisors LLC |
9,254 |
14,182 |
+4,928 |
+53.25% |
| Firethorn Wealth Partners LLC |
68,929 |
104,853 |
+35,924 |
+52.12% |
| AdvisorNet Financial Inc |
69,249 |
104,470 |
+35,221 |
+50.86% |
| OMNI 360 Wealth Inc. |
19,482 |
29,338 |
+9,856 |
+50.59% |
| Simplicity Wealth LLC |
195,811 |
294,556 |
+98,745 |
+50.43% |
| ONE Advisory Partners LLC |
415,197 |
622,320 |
+207,123 |
+49.89% |
| Pettinga Financial Advisors LLC |
26,436 |
38,673 |
+12,237 |
+46.29% |
| Stratos Wealth Advisors LLC |
173,939 |
253,561 |
+79,622 |
+45.78% |
| Sovereign Financial Group Inc. |
39,869 |
58,029 |
+18,160 |
+45.55% |
| Park Place Capital Corp |
77,657 |
111,989 |
+34,332 |
+44.21% |
| Global Retirement Partners LLC |
93,912 |
135,039 |
+41,127 |
+43.79% |
| Midwest Heritage Bank FSB |
11,066 |
15,839 |
+4,773 |
+43.13% |
| Bank of New York Mellon Corp |
4,692,076 |
6,562,617 |
+1,870,541 |
+39.87% |
| LexAurum Advisors LLC |
22,737 |
31,739 |
+9,002 |
+39.59% |
| Park Avenue Securities LLC |
7,836,582 |
10,871,783 |
+3,035,201 |
+38.73% |
| Ignite Planners LLC |
54,359 |
75,016 |
+20,657 |
+38.00% |
| Signal Advisors Wealth LLC |
91,955 |
126,824 |
+34,869 |
+37.92% |
| Sound Income Strategies LLC |
8,763 |
12,073 |
+3,310 |
+37.77% |
| Bay Harbor Wealth Management LLC |
381,398 |
521,472 |
+140,074 |
+36.73% |
| Sharkey Howes & Javer |
1,086,383 |
1,476,274 |
+389,891 |
+35.89% |
| Prosperity Planning Inc. |
10,496 |
14,091 |
+3,595 |
+34.25% |
| Raymond James Trust N.A. |
4,701 |
6,298 |
+1,597 |
+33.97% |
| Cambridge Investment Research Advisors Inc. |
878,322 |
1,171,810 |
+293,488 |
+33.41% |
| Venturi Wealth Management LLC |
93,043 |
123,960 |
+30,917 |
+33.23% |
| Aspire Private Capital LLC |
40,056 |
53,276 |
+13,220 |
+33.00% |
| RHS Financial LLC |
19,078 |
25,132 |
+6,054 |
+31.73% |
| Cypress Wealth Services LLC |
155,603 |
203,152 |
+47,549 |
+30.56% |
| Fermata Advisors LLC |
4,710 |
6,137 |
+1,427 |
+30.30% |
| Affinity Capital Advisors LLC |
614,659 |
799,717 |
+185,058 |
+30.11% |
| Brookstone Capital Management |
471,419 |
604,945 |
+133,526 |
+28.32% |
| TRUE Private Wealth Advisors |
111,085 |
142,160 |
+31,075 |
+27.97% |
| RFG Advisory LLC |
328,035 |
418,720 |
+90,685 |
+27.64% |
| Schmidt P J Investment Management Inc. |
10,721 |
13,584 |
+2,863 |
+26.70% |
| Trilogy Capital Inc. |
5,897 |
7,393 |
+1,496 |
+25.37% |
| TNF LLC |
438,288 |
547,313 |
+109,025 |
+24.88% |
| Northwest Capital Management Inc |
105,889 |
131,668 |
+25,779 |
+24.35% |
| Hoxton Planning & Management LLC |
279,759 |
347,883 |
+68,124 |
+24.35% |
| Security Financial Services INC. |
230,213 |
285,228 |
+55,015 |
+23.90% |
| 180 Wealth Advisors LLC |
6,910 |
8,540 |
+1,630 |
+23.59% |
| Summit Financial LLC |
149,971 |
183,497 |
+33,526 |
+22.35% |
| CWM LLC |
16,371,586 |
20,004,086 |
+3,632,500 |
+22.19% |
| Spire Wealth Management |
334,061 |
406,774 |
+72,713 |
+21.77% |
| Western Financial Corp CA |
19,218 |
23,344 |
+4,126 |
+21.47% |
| CAP Partners LLC |
27,548 |
33,353 |
+5,805 |
+21.07% |
| Veracity Capital LLC |
10,751 |
12,902 |
+2,151 |
+20.01% |
| Twelve Points Wealth Management LLC |
124,774 |
149,610 |
+24,836 |
+19.90% |
| Range Financial Group LLC |
18,391 |
22,044 |
+3,653 |
+19.86% |
| Criterion Capital Advisors LLC |
6,989 |
8,376 |
+1,387 |
+19.85% |
| Cooper Financial Group |
41,233 |
49,360 |
+8,127 |
+19.71% |
| Tarbox Family Office Inc. |
21,892 |
26,188 |
+4,296 |
+19.62% |
| Fulcrum Equity Management |
6,186 |
7,351 |
+1,165 |
+18.83% |
| PFW Advisors LLC |
116,859 |
136,421 |
+19,562 |
+16.74% |
| Harbor Investment Advisory LLC |
1,443 |
1,681 |
+238 |
+16.49% |
| Private Trust Co. NA |
31,085 |
36,059 |
+4,974 |
+16.00% |
| McAdam LLC |
9,975 |
11,570 |
+1,595 |
+15.99% |
| ZRC Wealth Management LLC |
443,224 |
503,212 |
+59,988 |
+13.53% |
| Tennessee Valley Asset Management Partners |
371,411 |
421,282 |
+49,871 |
+13.43% |
| Raymond James & Associates |
2,094,989 |
2,371,282 |
+276,293 |
+13.19% |
| Courier Capital LLC |
33,011 |
37,186 |
+4,175 |
+12.65% |
| Private Ocean LLC |
2,460,176 |
2,757,401 |
+297,225 |
+12.08% |
| TrueWealth Advisors LLC |
29,013 |
32,282 |
+3,269 |
+11.27% |
| MBA Advisors LLC |
109,832 |
121,376 |
+11,544 |
+10.51% |
| Mosley Wealth Management |
151,666 |
166,492 |
+14,826 |
+9.78% |
| Detalus Advisors LLC |
26,442 |
28,941 |
+2,499 |
+9.45% |
| Valley National Advisers Inc. |
269,551 |
294,293 |
+24,742 |
+9.18% |
| Hobart Private Capital LLC |
8,643 |
9,414 |
+771 |
+8.92% |
| Regions Financial Corp |
676,358 |
734,426 |
+58,068 |
+8.59% |
| Triangle Securities Wealth Management |
148,883 |
161,468 |
+12,585 |
+8.45% |
| Pallas Capital Advisors LLC |
10,878 |
11,789 |
+911 |
+8.37% |
| LVW Advisors LLC |
147,966 |
160,269 |
+12,303 |
+8.31% |
| Bennett Associates Wealth Management |
70,648 |
76,387 |
+5,739 |
+8.12% |
| Simplex Trading LLC |
660 |
712 |
+52 |
+7.88% |
| Royal Fund Management LLC |
100,370 |
108,235 |
+7,865 |
+7.84% |
| Buttonwood Financial Group LLC |
30,751 |
33,005 |
+2,254 |
+7.33% |
| City State Bank |
8,227 |
8,805 |
+578 |
+7.03% |
| Financial Life Advisors |
363,454 |
386,887 |
+23,433 |
+6.45% |
| Tempus Wealth Planning LLC |
41,077 |
43,510 |
+2,433 |
+5.92% |
| Morris Financial Concepts Inc. |
19,496 |
20,644 |
+1,148 |
+5.89% |
| Galvin Gaustad & Stein LLC |
179,399 |
189,826 |
+10,427 |
+5.81% |
| Patriot Investment Management Inc. |
44,219 |
46,522 |
+2,303 |
+5.21% |
| Capital Planning LLC |
86,590 |
90,333 |
+3,743 |
+4.32% |
| Montecito Bank & Trust |
52,669 |
54,894 |
+2,225 |
+4.22% |
| Keystone Wealth Services LLC |
89,372 |
93,147 |
+3,775 |
+4.22% |
| Kingswood Wealth Advisors LLC |
11,689 |
12,169 |
+480 |
+4.11% |
| Dohj LLC |
126,498 |
131,581 |
+5,083 |
+4.02% |
| Lodestar Private Asset Management LLC |
160,554 |
166,957 |
+6,403 |
+3.99% |
| Willis Johnson & Associates Inc. |
8,929 |
9,281 |
+352 |
+3.94% |
| Arden Trust Co |
552,716 |
572,801 |
+20,085 |
+3.63% |
| Hoese & Co LLP |
113,856 |
117,740 |
+3,884 |
+3.41% |
| Klaas Financial Asset Advisors LLC |
26,826 |
27,687 |
+861 |
+3.21% |
| Raymond James Financial Services Advisors Inc. |
605,722 |
622,621 |
+16,899 |
+2.79% |
| Richard P Slaughter Associates Inc |
22,567 |
23,162 |
+595 |
+2.64% |
| Burt Wealth Advisors |
17,692 |
18,147 |
+455 |
+2.57% |
| Columbus Macro LLC |
35,707 |
36,611 |
+904 |
+2.53% |
| Shira Ridge Wealth Management |
17,200 |
17,624 |
+424 |
+2.47% |
| FC Advisory LLC |
59,669 |
60,483 |
+814 |
+1.36% |
| Sunbelt Securities Inc. |
11,913 |
12,037 |
+124 |
+1.04% |
| Westside Investment Management Inc. |
115,972 |
116,942 |
+970 |
+0.84% |
| Leavell Investment Management Inc. |
47,039 |
47,364 |
+325 |
+0.69% |
| Iron Financial LLC |
36,748 |
36,970 |
+222 |
+0.60% |
| WFA Asset Management Corp |
202 |
203 |
+1 |
+0.50% |
| Cahaba Wealth Management Inc. |
11,928 |
11,982 |
+54 |
+0.45% |
| Massmutual Trust Co. FSB ADV |
1,480 |
1,482 |
+2 |
+0.14% |
| Opal Wealth Advisors LLC |
59,683 |
59,756 |
+73 |
+0.12% |
| Harbor Group Inc. |
20,537 |
20,551 |
+14 |
+0.07% |
| NBC Securities Inc. |
3,352 |
3,354 |
+2 |
+0.06% |
| 13F Filers Reporting New Positions In IUSB |
|---|
| Activest Wealth Management |
0 |
0 |
UNCH |
100% |
| First Hawaiian Bank |
0 |
4,443 |
+4,443 |
+100% |
| American National Bank & Trust Co. VA |
0 |
27,620 |
+27,620 |
+100% |
| Marino Stram & Associates LLC |
0 |
11,527 |
+11,527 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
1,751 |
+1,751 |
+100% |
| Strategy Asset Managers LLC |
0 |
8,957 |
+8,957 |
+100% |
| Atlas Brown Inc. |
0 |
4,462 |
+4,462 |
+100% |
| Mather Group LLC. |
0 |
2,616 |
+2,616 |
+100% |
| Stratos Wealth Partners LTD. |
0 |
62,676 |
+62,676 |
+100% |
| Sugarloaf Wealth Management LLC |
0 |
3,290 |
+3,290 |
+100% |
| Capital Asset Advisory Services LLC |
0 |
5,558 |
+5,558 |
+100% |
| Flagship Harbor Advisors LLC |
0 |
5,044 |
+5,044 |
+100% |
| Moneywise Inc. |
0 |
78,547 |
+78,547 |
+100% |
| Aua Capital Management LLC |
0 |
6,994 |
+6,994 |
+100% |
| 17 Capital Partners LLC |
0 |
11,618 |
+11,618 |
+100% |
| Francis Financial Inc. |
0 |
5,323 |
+5,323 |
+100% |
| Outlook Wealth Advisors LLC |
0 |
62,903 |
+62,903 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
1,456 |
+1,456 |
+100% |
| Atticus Wealth Management LLC |
0 |
34 |
+34 |
+100% |
| WJ Wealth Management LLC |
0 |
73,245 |
+73,245 |
+100% |
| CVA Family Office LLC |
0 |
1,969 |
+1,969 |
+100% |
| Eudaimonia Partners LLC |
0 |
4,870 |
+4,870 |
+100% |
| KWB Wealth |
0 |
203,746 |
+203,746 |
+100% |
| Sage Mountain Advisors LLC |
0 |
335 |
+335 |
+100% |
| Foster Group Inc. |
0 |
42,934 |
+42,934 |
+100% |
| Piscataqua Savings Bank |
0 |
89 |
+89 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
75 |
+75 |
+100% |
| Scott Capital Advisors LLC |
0 |
4,751 |
+4,751 |
+100% |
| Altiora Financial Group LLC |
0 |
4,964 |
+4,964 |
+100% |
| New Century Financial Group LLC |
0 |
5,458 |
+5,458 |
+100% |
| Focus Financial Network Inc. |
0 |
186,859 |
+186,859 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Salem Investment Counselors Inc. |
3,961 |
3,961 |
UNCH |
0.00% |
| Barrett & Company Inc. |
133 |
133 |
UNCH |
0.00% |
| Family Capital Trust Co |
8,502 |
8,502 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
1,975 |
1,975 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
3,071 |
3,071 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
3,843 |
3,843 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
334 |
334 |
UNCH |
0.00% |
| MCF Advisors LLC |
1,088 |
1,088 |
UNCH |
0.00% |
| Pinnacle Bank |
7,648 |
7,648 |
UNCH |
0.00% |
| Bogart Wealth LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| APCM Wealth Management for Individuals |
97 |
97 |
UNCH |
0.00% |
| Versant Capital Management Inc |
233 |
233 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
59,603 |
59,603 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
237 |
237 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
7,250 |
7,250 |
UNCH |
0.00% |
| First Pacific Financial |
142 |
142 |
UNCH |
0.00% |
| RWM Asset Management LLC |
6,754 |
6,754 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
41 |
41 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
380 |
380 |
UNCH |
0.00% |
| 13F Filers Decreasing IUSB Share Count |
|---|
| Fortitude Family Office LLC |
1,012 |
19 |
-993 |
-98.12% |
| Trust Point Inc. |
253,221 |
5,358 |
-247,863 |
-97.88% |
| Natixis Advisors L.P. |
1,624,298 |
37,007 |
-1,587,291 |
-97.72% |
| Ehrlich Financial Group |
42,253 |
4,411 |
-37,842 |
-89.56% |
| Patton Albertson Miller Group LLC |
117,401 |
19,919 |
-97,482 |
-83.03% |
| Strategic Equity Management |
26,833 |
5,698 |
-21,135 |
-78.76% |
| Monticello Wealth Management LLC |
78,344 |
18,807 |
-59,537 |
-75.99% |
| Quad Cities Investment Group LLC |
9,346 |
4,689 |
-4,657 |
-49.83% |
| Panoramic Investment Advisors LLC |
11,193 |
6,287 |
-4,906 |
-43.83% |
| International Assets Investment Management LLC |
11,255 |
6,533 |
-4,722 |
-41.95% |
| Dynamic Advisor Solutions LLC |
54,819 |
34,174 |
-20,645 |
-37.66% |
| Tritonpoint Wealth LLC |
30,592 |
20,107 |
-10,485 |
-34.27% |
| Stephens Consulting LLC |
5,057 |
3,636 |
-1,421 |
-28.10% |
| NBT Bank N A NY |
47,733 |
35,116 |
-12,617 |
-26.43% |
| LongView Wealth Management |
13,080 |
10,345 |
-2,735 |
-20.91% |
| Wealth Enhancement Advisory Services LLC |
149,956 |
119,866 |
-30,090 |
-20.07% |
| RCS Financial Planning LLC |
143,623 |
124,280 |
-19,343 |
-13.47% |
| Apella Capital LLC |
50,609 |
43,886 |
-6,723 |
-13.28% |
| Phillips Financial Management LLC |
62,949 |
55,757 |
-7,192 |
-11.43% |
| Private Capital Management LLC |
18,430 |
16,744 |
-1,686 |
-9.15% |
| Heritage Wealth Management LLC |
10,285 |
9,497 |
-788 |
-7.66% |
| Arlington Trust Co LLC |
460 |
426 |
-34 |
-7.39% |
| Appleton Partners Inc. MA |
33,311 |
31,454 |
-1,857 |
-5.57% |
| Ashton Thomas Private Wealth LLC |
45,440 |
43,000 |
-2,440 |
-5.37% |
| Parsons Capital Management Inc. RI |
28,251 |
27,063 |
-1,188 |
-4.21% |
| Nations Financial Group Inc. IA ADV |
15,103 |
14,482 |
-621 |
-4.11% |
| Compass Ion Advisors LLC |
1,116,504 |
1,082,888 |
-33,616 |
-3.01% |
| Fragasso Group Inc. |
22,950 |
22,346 |
-604 |
-2.63% |
| Aspiriant LLC |
17,706 |
17,245 |
-461 |
-2.60% |
| Successful Portfolios LLC |
6,852 |
6,690 |
-162 |
-2.36% |
| Orgel Wealth Management LLC |
232,163 |
226,679 |
-5,484 |
-2.36% |
| WBH Advisory Inc. |
42,912 |
42,101 |
-811 |
-1.89% |
| Wealthstar Advisors LLC |
56,960 |
55,951 |
-1,009 |
-1.77% |
| Allworth Financial LP |
2,553,791 |
2,531,985 |
-21,806 |
-0.85% |
| Conscious Wealth Investments LLC |
130,397 |
130,393 |
-4 |
-0.00% |
| 13F Filers Exiting IUSB |
|---|
| James J. Burns & Company LLC |
12,921 |
0 |
-12,921 |
-100.00% |
| Retireful LLC |
52,570 |
0 |
-52,570 |
-100.00% |
| O ROURKE & COMPANY Inc |
5,099 |
0 |
-5,099 |
-100.00% |
| MKT Advisors LLC |
4,432 |
0 |
-4,432 |
-100.00% |
| Independent Wealth Network Inc. |
7,008 |
0 |
-7,008 |
-100.00% |
| Williams Financial LLC |
442,620 |
0 |
-442,620 |
-100.00% |
| GoalVest Advisory LLC |
225 |
0 |
-225 |
-100.00% |
| Planned Solutions Inc. |
603 |
0 |
-603 |
-100.00% |
| Procyon Private Wealth Partners LLC |
4,830 |
0 |
-4,830 |
-100.00% |
| Aprio Wealth Management LLC |
9,447 |
0 |
-9,447 |
-100.00% |
| Howard Financial Services LTD. |
6,049 |
0 |
-6,049 |
-100.00% |
| Kovack Advisors Inc. |
5,182 |
0 |
-5,182 |
-100.00% |
| Gradient Capital Advisors LLC |
8,661 |
0 |
-8,661 |
-100.00% |
| Meridian Wealth Management LLC |
10,862 |
0 |
-10,862 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
1,045 |
0 |
-1,045 |
-100.00% |
| Spectrum Asset Management Inc. NB CA |
4,595 |
0 |
-4,595 |
-100.00% |
| Hanson & Doremus Investment Management |
287 |
0 |
-287 |
-100.00% |
| Arlington Partners LLC |
426 |
0 |
-426 |
-100.00% |
| Tompkins Financial Corp |
192 |
0 |
-192 |
-100.00% |
| ST Germain D J Co. Inc. |
98 |
0 |
-98 |
-100.00% |
See Summary: Institutional Holders of IUSB
See Details: Top 10 Hedge Funds Holding IUSB
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