 |
|
|
This page summarizes the IVE 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 IVE 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 IVE Share Count |
|---|
| Sound Income Strategies LLC |
200 |
13,554 |
+13,354 |
+6677.00% |
| UMA Financial Services Inc. |
1,363 |
48,819 |
+47,456 |
+3481.73% |
| Steel Peak Wealth Management LLC |
2,323 |
67,516 |
+65,193 |
+2806.41% |
| FinTrust Capital Advisors LLC |
60 |
1,504 |
+1,444 |
+2406.67% |
| Creative Financial Designs Inc. ADV |
196 |
4,911 |
+4,715 |
+2405.61% |
| Perigon Wealth Management LLC |
2,153 |
53,159 |
+51,006 |
+2369.07% |
| Liberty Wealth Management LLC |
2,477 |
57,341 |
+54,864 |
+2214.94% |
| One Wealth Advisors LLC |
2,294 |
47,279 |
+44,985 |
+1960.99% |
| Park Avenue Securities LLC |
62,790 |
902,534 |
+839,744 |
+1337.38% |
| Security Financial Services INC. |
3,504 |
48,879 |
+45,375 |
+1294.95% |
| Plan Group Financial LLC |
1,156 |
9,482 |
+8,326 |
+720.24% |
| Bank of New York Mellon Corp |
51,802 |
348,067 |
+296,265 |
+571.92% |
| Venturi Wealth Management LLC |
1,345 |
8,627 |
+7,282 |
+541.41% |
| Ronald Blue Trust Inc. |
11,286 |
70,410 |
+59,124 |
+523.87% |
| Mayflower Financial Advisors LLC |
5,544 |
24,531 |
+18,987 |
+342.48% |
| Benjamin F. Edwards & Company Inc. |
1,464 |
6,434 |
+4,970 |
+339.48% |
| Transcend Wealth Collective LLC |
1,944 |
8,299 |
+6,355 |
+326.90% |
| Janney Montgomery Scott LLC |
151,121 |
626,981 |
+475,860 |
+314.89% |
| WealthShield Partners LLC |
9,017 |
35,734 |
+26,717 |
+296.30% |
| Eagle Strategies LLC |
3,040 |
11,637 |
+8,597 |
+282.80% |
| Tsfg LLC |
14,445 |
53,642 |
+39,197 |
+271.35% |
| Putnam FL Investment Management Co. |
2,193 |
7,915 |
+5,722 |
+260.92% |
| CWM LLC |
455,581 |
1,496,348 |
+1,040,767 |
+228.45% |
| Proequities Inc. |
15,742 |
49,963 |
+34,221 |
+217.39% |
| RFG Advisory LLC |
10,068 |
30,233 |
+20,165 |
+200.29% |
| Sigma Planning Corp |
47,480 |
118,437 |
+70,957 |
+149.45% |
| Zimmermann Investment Management & Planning LLC |
6,052 |
13,471 |
+7,419 |
+122.59% |
| Signal Advisors Wealth LLC |
6,637 |
14,476 |
+7,839 |
+118.11% |
| Patriot Financial Group Insurance Agency LLC |
38,716 |
83,112 |
+44,396 |
+114.67% |
| Sequent Asset Management LLC |
6,735 |
14,409 |
+7,674 |
+113.94% |
| Stratos Wealth Advisors LLC |
16,645 |
34,106 |
+17,461 |
+104.90% |
| First Horizon Advisors Inc. |
23,169 |
46,043 |
+22,874 |
+98.73% |
| Apella Capital LLC |
1,227 |
2,425 |
+1,198 |
+97.64% |
| Lincoln National Corp |
12,589 |
23,852 |
+11,263 |
+89.47% |
| Brookstone Capital Management |
36,281 |
68,694 |
+32,413 |
+89.34% |
| Ironwood Wealth Management LLC. |
221 |
414 |
+193 |
+87.33% |
| Mosley Wealth Management |
7,982 |
14,186 |
+6,204 |
+77.72% |
| Private Trust Co. NA |
3,001 |
5,312 |
+2,311 |
+77.01% |
| Stonegate Investment Group LLC |
20,101 |
35,094 |
+14,993 |
+74.59% |
| Hanlon Investment Management Inc. |
4,766 |
8,010 |
+3,244 |
+68.07% |
| Patton Albertson Miller Group LLC |
5,355 |
8,962 |
+3,607 |
+67.36% |
| TRUE Private Wealth Advisors |
10,757 |
17,581 |
+6,824 |
+63.44% |
| Register Financial Advisors LLC |
249 |
399 |
+150 |
+60.24% |
| Kestra Private Wealth Services LLC |
32,732 |
52,128 |
+19,396 |
+59.26% |
| Stratos Wealth Partners LTD. |
70,845 |
108,297 |
+37,452 |
+52.86% |
| Pacific Sage Partners LLC |
2,183 |
3,330 |
+1,147 |
+52.54% |
| Ehrlich Financial Group |
23,635 |
34,955 |
+11,320 |
+47.90% |
| Kovack Advisors Inc. |
1,158 |
1,671 |
+513 |
+44.30% |
| Hallmark Capital Management Inc. |
1,026 |
1,435 |
+409 |
+39.86% |
| Mission Wealth Management LP |
9,943 |
13,729 |
+3,786 |
+38.08% |
| ETF Portfolio Partners Inc. |
74,358 |
102,217 |
+27,859 |
+37.47% |
| Cambridge Investment Research Advisors Inc. |
259,441 |
350,628 |
+91,187 |
+35.15% |
| Financial Management Professionals Inc. |
85 |
114 |
+29 |
+34.12% |
| AdvisorNet Financial Inc |
22,111 |
29,562 |
+7,451 |
+33.70% |
| Catalyst Private Wealth LLC |
5,501 |
7,329 |
+1,828 |
+33.23% |
| Sierra Capital LLC |
51,934 |
68,026 |
+16,092 |
+30.99% |
| Natixis Advisors L.P. |
18,906 |
24,718 |
+5,812 |
+30.74% |
| Beacon Bridge Wealth Partners LLC |
1,404 |
1,827 |
+423 |
+30.13% |
| Red Tortoise LLC |
110 |
143 |
+33 |
+30.00% |
| BNP Paribas Arbitrage SA |
136,951 |
177,040 |
+40,089 |
+29.27% |
| 17 Capital Partners LLC |
4,727 |
6,099 |
+1,372 |
+29.02% |
| Lakeridge Wealth Management LLC |
4,728 |
6,097 |
+1,369 |
+28.96% |
| Detalus Advisors LLC |
45,691 |
58,417 |
+12,726 |
+27.85% |
| Veracity Capital LLC |
2,986 |
3,807 |
+821 |
+27.49% |
| LGT Financial Advisors LLC |
528 |
672 |
+144 |
+27.27% |
| Dakota Wealth Management |
1,748 |
2,224 |
+476 |
+27.23% |
| DAVENPORT & Co LLC |
2,438 |
3,093 |
+655 |
+26.87% |
| Csenge Advisory Group |
35,844 |
45,412 |
+9,568 |
+26.69% |
| Peoples Bank OH |
19,088 |
24,073 |
+4,985 |
+26.12% |
| Apollon Wealth Management LLC |
21,762 |
27,098 |
+5,336 |
+24.52% |
| Derbend Asset Management |
59,218 |
73,731 |
+14,513 |
+24.51% |
| Founders Financial Securities LLC |
2,367 |
2,938 |
+571 |
+24.12% |
| Dohj LLC |
27,629 |
33,859 |
+6,230 |
+22.55% |
| Private Advisor Group LLC |
116,819 |
141,392 |
+24,573 |
+21.04% |
| Florin Court Capital LLP |
58,900 |
71,000 |
+12,100 |
+20.54% |
| Wealthcare Advisory Partners LLC |
6,805 |
8,168 |
+1,363 |
+20.03% |
| W Advisors LLC |
21,457 |
25,751 |
+4,294 |
+20.01% |
| Empower Advisory Group LLC |
2,139 |
2,554 |
+415 |
+19.40% |
| Raymond James Financial Services Advisors Inc. |
731,726 |
856,580 |
+124,854 |
+17.06% |
| Sugarloaf Wealth Management LLC |
1,305 |
1,526 |
+221 |
+16.93% |
| Nations Financial Group Inc. IA ADV |
16,275 |
18,996 |
+2,721 |
+16.72% |
| JNB Advisors LLC |
50,863 |
59,115 |
+8,252 |
+16.22% |
| Commonwealth Equity Services LLC |
933,906 |
1,080,157 |
+146,251 |
+15.66% |
| Global Retirement Partners LLC |
69,244 |
79,985 |
+10,741 |
+15.51% |
| Peterson Wealth Advisors LLC |
2,097 |
2,396 |
+299 |
+14.26% |
| Thompson Investment Management Inc. |
11,283 |
12,865 |
+1,582 |
+14.02% |
| BKD Wealth Advisors LLC |
37,557 |
42,679 |
+5,122 |
+13.64% |
| Signature Securities Group Corporation |
19,332 |
21,920 |
+2,588 |
+13.39% |
| TrueWealth Advisors LLC |
4,056 |
4,593 |
+537 |
+13.24% |
| Pallas Capital Advisors LLC |
5,937 |
6,709 |
+772 |
+13.00% |
| Platte River Wealth Advisors LLC |
163,539 |
183,564 |
+20,025 |
+12.24% |
| GSB Wealth Management LLC |
11,192 |
12,546 |
+1,354 |
+12.10% |
| Magnus Financial Group LLC |
11,119 |
12,339 |
+1,220 |
+10.97% |
| International Assets Investment Management LLC |
6,436 |
7,128 |
+692 |
+10.75% |
| Lansing Street Advisors |
25,126 |
27,686 |
+2,560 |
+10.19% |
| Cornell Pochily Investment Advisors Inc. |
1,980 |
2,180 |
+200 |
+10.10% |
| Quantitative Strategies Inc. |
186,553 |
204,975 |
+18,422 |
+9.87% |
| Summit Financial Wealth Advisors LLC |
15,759 |
17,304 |
+1,545 |
+9.80% |
| Chicago Capital LLC |
2,580 |
2,832 |
+252 |
+9.77% |
| Soltis Investment Advisors LLC |
35,118 |
38,461 |
+3,343 |
+9.52% |
| Professional Financial Advisors LLC |
4,619 |
5,053 |
+434 |
+9.40% |
| Clear Creek Financial Management LLC |
75,838 |
82,776 |
+6,938 |
+9.15% |
| Spire Wealth Management |
144,858 |
157,704 |
+12,846 |
+8.87% |
| Trilogy Capital Inc. |
7,684 |
8,354 |
+670 |
+8.72% |
| Macroview Investment Management LLC |
1,328 |
1,443 |
+115 |
+8.66% |
| JFS Wealth Advisors LLC |
124,731 |
135,537 |
+10,806 |
+8.66% |
| Capital Advisors Ltd. LLC |
34,592 |
37,588 |
+2,996 |
+8.66% |
| Rehmann Capital Advisory Group |
399,983 |
432,576 |
+32,593 |
+8.15% |
| Gryphon Financial Partners LLC |
13,822 |
14,941 |
+1,119 |
+8.10% |
| Tompkins Financial Corp |
619 |
669 |
+50 |
+8.08% |
| Joel Isaacson & Co. LLC |
4,709 |
5,089 |
+380 |
+8.07% |
| Arlington Trust Co LLC |
49,270 |
53,234 |
+3,964 |
+8.05% |
| Disciplined Investments LLC |
2,800 |
3,011 |
+211 |
+7.54% |
| Huntington National Bank |
930,201 |
999,861 |
+69,660 |
+7.49% |
| PFG Investments LLC |
2,948 |
3,167 |
+219 |
+7.43% |
| Brown Advisory Inc. |
29,129 |
31,220 |
+2,091 |
+7.18% |
| Embree Financial Group |
3,180 |
3,401 |
+221 |
+6.95% |
| Praetorian Wealth Management Inc. |
300,838 |
320,259 |
+19,421 |
+6.46% |
| Signature Wealth Management Partners LLC |
52,304 |
55,505 |
+3,201 |
+6.12% |
| CRA Financial Services LLC |
4,567 |
4,844 |
+277 |
+6.07% |
| First Command Advisory Services Inc. |
4,344 |
4,606 |
+262 |
+6.03% |
| LongView Wealth Management |
2,090 |
2,210 |
+120 |
+5.74% |
| Integrity Wealth Solutions LLC |
2,004 |
2,118 |
+114 |
+5.69% |
| Prosperity Planning Inc. |
83,209 |
87,569 |
+4,360 |
+5.24% |
| STA Wealth Management LLC |
43,958 |
46,181 |
+2,223 |
+5.06% |
| Regions Financial Corp |
212,441 |
223,158 |
+10,717 |
+5.04% |
| Gradient Investments LLC |
82 |
86 |
+4 |
+4.88% |
| Harbor Investment Advisory LLC |
22,135 |
23,210 |
+1,075 |
+4.86% |
| Ashton Thomas Private Wealth LLC |
20,708 |
21,686 |
+978 |
+4.72% |
| Fountainhead AM LLC |
1,425 |
1,490 |
+65 |
+4.56% |
| Good Life Advisors LLC |
1,338 |
1,396 |
+58 |
+4.33% |
| Essex Financial Services Inc. |
9,547 |
9,939 |
+392 |
+4.11% |
| Legacy Advisors LLC |
6,232 |
6,482 |
+250 |
+4.01% |
| Murphy Middleton Hinkle & Parker Inc. |
3,903 |
4,056 |
+153 |
+3.92% |
| Diversified Trust Co |
3,211 |
3,335 |
+124 |
+3.86% |
| Southern Capital Advisors LLC |
13,891 |
14,400 |
+509 |
+3.66% |
| Matthew Goff Investment Advisor LLC |
83,277 |
86,238 |
+2,961 |
+3.56% |
| SWP Financial LLC |
12,139 |
12,552 |
+413 |
+3.40% |
| Cary Street Partners Investment Advisory LLC |
6,092 |
6,294 |
+202 |
+3.32% |
| First Merchants Corp |
88,638 |
91,530 |
+2,892 |
+3.26% |
| Flagship Harbor Advisors LLC |
1,584 |
1,635 |
+51 |
+3.22% |
| Narwhal Capital Management |
87,830 |
90,580 |
+2,750 |
+3.13% |
| BKM Wealth Management LLC |
62,080 |
63,882 |
+1,802 |
+2.90% |
| Lane & Associates LLC |
12,450 |
12,801 |
+351 |
+2.82% |
| North Star Investment Management Corp. |
173,041 |
177,663 |
+4,622 |
+2.67% |
| Marino Stram & Associates LLC |
4,452 |
4,567 |
+115 |
+2.58% |
| Strategic Wealth Partners Group LLC |
451,339 |
462,991 |
+11,652 |
+2.58% |
| J.W. Cole Advisors Inc. |
62,279 |
63,846 |
+1,567 |
+2.52% |
| Financial Enhancement Group LLC |
50,751 |
52,011 |
+1,260 |
+2.48% |
| Cranbrook Wealth Management LLC |
23,923 |
24,513 |
+590 |
+2.47% |
| Gradient Capital Advisors LLC |
2,693 |
2,759 |
+66 |
+2.45% |
| Cliftonlarsonallen Wealth Advisors LLC |
656,531 |
672,404 |
+15,873 |
+2.42% |
| Signaturefd LLC |
3,739 |
3,829 |
+90 |
+2.41% |
| N.E.W. Advisory Services LLC |
4,548 |
4,655 |
+107 |
+2.35% |
| USA Financial Portformulas Corp |
376,933 |
385,722 |
+8,789 |
+2.33% |
| Lodestar Private Asset Management LLC |
5,537 |
5,665 |
+128 |
+2.31% |
| Financial Synergies Wealth Advisors Inc. |
27,837 |
28,474 |
+637 |
+2.29% |
| NBT Bank N A NY |
4,007 |
4,097 |
+90 |
+2.25% |
| Moloney Securities Asset Management LLC |
2,784 |
2,842 |
+58 |
+2.08% |
| Claro Advisors LLC |
2,973 |
3,033 |
+60 |
+2.02% |
| Ascent Wealth Partners LLC |
15,990 |
16,305 |
+315 |
+1.97% |
| Legacy Bridge LLC |
714 |
728 |
+14 |
+1.96% |
| Valeo Financial Advisors LLC |
17,356 |
17,691 |
+335 |
+1.93% |
| Investment Advisory Group LLC |
10,804 |
11,009 |
+205 |
+1.90% |
| Blue Zone Wealth Advisors LLC |
2,384 |
2,427 |
+43 |
+1.80% |
| Dynamic Advisor Solutions LLC |
7,305 |
7,436 |
+131 |
+1.79% |
| Gemmer Asset Management LLC |
7,719 |
7,857 |
+138 |
+1.79% |
| Lpwm LLC |
263,188 |
267,847 |
+4,659 |
+1.77% |
| Cosner Financial Group LLC |
59,454 |
60,467 |
+1,013 |
+1.70% |
| Henrickson Nauta Wealth Advisors Inc. |
6,976 |
7,093 |
+117 |
+1.68% |
| Financial Advocates Investment Management |
77,115 |
78,389 |
+1,274 |
+1.65% |
| Strategies Wealth Advisors LLC |
12,704 |
12,898 |
+194 |
+1.53% |
| KMG Fiduciary Partners LLC |
71,781 |
72,838 |
+1,057 |
+1.47% |
| Fiduciary Alliance LLC |
4,766 |
4,836 |
+70 |
+1.47% |
| Allworth Financial LP |
111,923 |
113,532 |
+1,609 |
+1.44% |
| Pathway Financial Advisors LLC |
29,244 |
29,637 |
+393 |
+1.34% |
| Confluence Wealth Services Inc. |
2,360 |
2,391 |
+31 |
+1.31% |
| Parkside Financial Bank & Trust |
1,512 |
1,529 |
+17 |
+1.12% |
| Powell Investment Advisors LLC |
139,383 |
140,887 |
+1,504 |
+1.08% |
| Christopher J. Hasenberg Inc |
19,374 |
19,582 |
+208 |
+1.07% |
| Lbmc Investment Advisors LLC |
54,598 |
55,159 |
+561 |
+1.03% |
| Dumont & Blake Investment Advisors LLC |
10,167 |
10,269 |
+102 |
+1.00% |
| ZRC Wealth Management LLC |
965 |
974 |
+9 |
+0.93% |
| Bfsg LLC |
344 |
347 |
+3 |
+0.87% |
| Smartleaf Asset Management LLC |
3,681 |
3,713 |
+32 |
+0.87% |
| KFA Private Wealth Group LLC |
56,578 |
57,054 |
+476 |
+0.84% |
| Bristlecone Advisors LLC |
7,380 |
7,438 |
+58 |
+0.79% |
| Sonata Capital Group Inc. |
13,600 |
13,690 |
+90 |
+0.66% |
| Pinnacle Associates Ltd. |
7,694 |
7,744 |
+50 |
+0.65% |
| McKinley Carter Wealth Services Inc. |
468,653 |
471,711 |
+3,058 |
+0.65% |
| Stony Point Wealth Management Inc. |
15,714 |
15,813 |
+99 |
+0.63% |
| Enzi Wealth |
2,107 |
2,119 |
+12 |
+0.57% |
| Capstone Wealth Management Group LLC |
3,285 |
3,303 |
+18 |
+0.55% |
| Holistic Planning LLC |
12,796 |
12,861 |
+65 |
+0.51% |
| Beacon Financial Planning Inc. |
1,404 |
1,411 |
+7 |
+0.50% |
| Newton One Investments LLC |
1,759 |
1,767 |
+8 |
+0.45% |
| Unionview LLC |
1,559 |
1,566 |
+7 |
+0.45% |
| Clarity Capital Advisors LLC |
3,585 |
3,601 |
+16 |
+0.45% |
| LGL Partners LLC |
1,811 |
1,819 |
+8 |
+0.44% |
| Farmers & Merchants Investments Inc. |
8,346 |
8,382 |
+36 |
+0.43% |
| Avion Wealth |
234 |
235 |
+1 |
+0.43% |
| Financial Perspectives Inc |
470 |
472 |
+2 |
+0.43% |
| Valley National Advisers Inc. |
708 |
711 |
+3 |
+0.42% |
| Shulman DeMeo Asset Management LLC |
3,196 |
3,209 |
+13 |
+0.41% |
| Rise Advisors LLC |
248 |
249 |
+1 |
+0.40% |
| Chicago Partners Investment Group LLC |
24,010 |
24,104 |
+94 |
+0.39% |
| Ironwood Financial llc |
102,611 |
102,966 |
+355 |
+0.35% |
| Ellis Investment Partners LLC |
15,815 |
15,867 |
+52 |
+0.33% |
| CIC Wealth LLC |
1,548 |
1,553 |
+5 |
+0.32% |
| Occidental Asset Management LLC |
80,898 |
81,147 |
+249 |
+0.31% |
| Oxler Private Wealth LLC |
3,009 |
3,018 |
+9 |
+0.30% |
| Glass Jacobson Investment Advisors llc |
14,439 |
14,479 |
+40 |
+0.28% |
| Inspirion Wealth Advisors LLC |
4,668 |
4,680 |
+12 |
+0.26% |
| Sage Mountain Advisors LLC |
381 |
382 |
+1 |
+0.26% |
| Sage Financial Group Inc. |
1,248 |
1,251 |
+3 |
+0.24% |
| Wealth Enhancement Advisory Services LLC |
79,765 |
79,957 |
+192 |
+0.24% |
| Financial Advisory Service Inc. |
46,927 |
47,036 |
+109 |
+0.23% |
| Telos Capital Management Inc. |
16,784 |
16,820 |
+36 |
+0.21% |
| Winthrop Advisory Group LLC |
1,592 |
1,595 |
+3 |
+0.19% |
| Wellspring Financial Advisors LLC |
12,168 |
12,191 |
+23 |
+0.19% |
| Worth Financial Advisory Group LLC |
2,825 |
2,830 |
+5 |
+0.18% |
| IFG Advisors LLC |
2,058 |
2,061 |
+3 |
+0.15% |
| PBMares Wealth Management LLC |
1,477 |
1,479 |
+2 |
+0.14% |
| Wedmont Private Capital |
6,953 |
6,961 |
+8 |
+0.12% |
| EWG Elevate Inc. |
1,949 |
1,951 |
+2 |
+0.10% |
| Alta Wealth Advisors LLC |
10,101 |
10,110 |
+9 |
+0.09% |
| CWS Financial Advisors LLC |
2,588 |
2,590 |
+2 |
+0.08% |
| Romano Brothers AND Company |
1,344 |
1,345 |
+1 |
+0.07% |
| Cadinha & Co. LLC |
6,380 |
6,384 |
+4 |
+0.06% |
| MV Capital Management Inc. |
120,520 |
120,588 |
+68 |
+0.06% |
| Onyx Bridge Wealth Group LLC |
1,862 |
1,863 |
+1 |
+0.05% |
| Evanson Asset Management LLC |
5,562 |
5,564 |
+2 |
+0.04% |
| Sachetta LLC |
9,909 |
9,913 |
+4 |
+0.04% |
| Marietta Wealth Management LLC |
10,714 |
10,717 |
+3 |
+0.03% |
| Park Place Capital Corp |
24,245 |
24,249 |
+4 |
+0.02% |
| Klaas Financial Asset Advisors LLC |
9,100 |
9,101 |
+1 |
+0.01% |
| Soundmark Wealth Management LLC |
41,624 |
41,628 |
+4 |
+0.01% |
| 13F Filers Reporting New Positions In IVE |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
1,815 |
+1,815 |
+100% |
| Hartline Investment Corp |
0 |
8,038 |
+8,038 |
+100% |
| Massmutual Trust Co. FSB ADV |
0 |
0 |
UNCH |
100% |
| Rational Advisors LLC |
0 |
8,113 |
+8,113 |
+100% |
| Westend Capital Management LLC |
0 |
497 |
+497 |
+100% |
| Mathes Company Inc. |
0 |
1,100 |
+1,100 |
+100% |
| Northwest Investment Counselors LLC |
0 |
156 |
+156 |
+100% |
| Palisade Asset Management LLC |
0 |
141 |
+141 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
98,797 |
+98,797 |
+100% |
| WESPAC Advisors LLC |
0 |
1,510 |
+1,510 |
+100% |
| Aviance Capital Partners LLC |
0 |
1,090 |
+1,090 |
+100% |
| Litman Gregory Asset Management LLC |
0 |
1,184 |
+1,184 |
+100% |
| Advocacy Wealth Management Services LLC |
0 |
138,800 |
+138,800 |
+100% |
| Segment Wealth Management LLC |
0 |
1,194 |
+1,194 |
+100% |
| Parkside Advisors LLC |
0 |
2,121 |
+2,121 |
+100% |
| Mendel Money Management |
0 |
2,055 |
+2,055 |
+100% |
| BTC Capital Management Inc. |
0 |
19,265 |
+19,265 |
+100% |
| Sowell Financial Services LLC |
0 |
11,435 |
+11,435 |
+100% |
| Sharkey Howes & Javer |
0 |
70,521 |
+70,521 |
+100% |
| Grove Bank & Trust |
0 |
1,290 |
+1,290 |
+100% |
| Pettinga Financial Advisors LLC |
0 |
70,986 |
+70,986 |
+100% |
| SpiderRock Advisors LLC |
0 |
9,278 |
+9,278 |
+100% |
| Quattro Financial Advisors LLC |
0 |
1,623 |
+1,623 |
+100% |
| Fundamentun LLC |
0 |
1,554 |
+1,554 |
+100% |
| Cypress Wealth Services LLC |
0 |
35,952 |
+35,952 |
+100% |
| LexAurum Advisors LLC |
0 |
2,422 |
+2,422 |
+100% |
| Triumph Capital Management |
0 |
1,714 |
+1,714 |
+100% |
| 180 Wealth Advisors LLC |
0 |
1,111 |
+1,111 |
+100% |
| LFA Lugano Financial Advisors SA |
0 |
1,400 |
+1,400 |
+100% |
| Elm Partners Management LLC |
0 |
5,232 |
+5,232 |
+100% |
| Cooper Financial Group |
0 |
2,620 |
+2,620 |
+100% |
| Sage Financial Management Group Inc. |
0 |
1,084 |
+1,084 |
+100% |
| Criterion Capital Advisors LLC |
0 |
589 |
+589 |
+100% |
| Truefg LLC |
0 |
1,145 |
+1,145 |
+100% |
| RHS Financial LLC |
0 |
1,159 |
+1,159 |
+100% |
| Lantz Financial LLC |
0 |
13,292 |
+13,292 |
+100% |
| Aspire Private Capital LLC |
0 |
2,759 |
+2,759 |
+100% |
| Anderson Fisher LLC |
0 |
1,149 |
+1,149 |
+100% |
| Actinver Wealth Management Inc. |
0 |
1,604 |
+1,604 |
+100% |
| Strategic Blueprint LLC |
0 |
11,286 |
+11,286 |
+100% |
| Bay Harbor Wealth Management LLC |
0 |
28,168 |
+28,168 |
+100% |
| Bremer Bank National Association |
0 |
5,816 |
+5,816 |
+100% |
| Austin Private Wealth LLC |
0 |
110,028 |
+110,028 |
+100% |
| Beacon Financial Advisory LLC |
0 |
2,610 |
+2,610 |
+100% |
| Arkadios Wealth Advisors |
0 |
1,537 |
+1,537 |
+100% |
| LifeSteps Financial Inc. |
0 |
673 |
+673 |
+100% |
| Apeiron RIA LLC |
0 |
26,978 |
+26,978 |
+100% |
| Cardinal Strategic Wealth Guidance |
0 |
420 |
+420 |
+100% |
| Aprio Wealth Management LLC |
0 |
1,138 |
+1,138 |
+100% |
| Total Clarity Wealth Management Inc. |
0 |
1,245 |
+1,245 |
+100% |
| Absolute Capital Management LLC |
0 |
4,292 |
+4,292 |
+100% |
| Horst & Graben Wealth Management LLC |
0 |
67,150 |
+67,150 |
+100% |
| ONE Advisory Partners LLC |
0 |
35,659 |
+35,659 |
+100% |
| Hexagon Capital Partners LLC |
0 |
35 |
+35 |
+100% |
| Wealth Advisory Solutions LLC |
0 |
20,274 |
+20,274 |
+100% |
| Clearview Wealth Advisors LLC |
0 |
9,148 |
+9,148 |
+100% |
| Firethorn Wealth Partners LLC |
0 |
18,868 |
+18,868 |
+100% |
| Sovereign Financial Group Inc. |
0 |
4,579 |
+4,579 |
+100% |
| TNF LLC |
0 |
33,505 |
+33,505 |
+100% |
| Baron Silver Stevens Financial Advisors LLC |
0 |
1,583 |
+1,583 |
+100% |
| Dentgroup LLC |
0 |
4,472 |
+4,472 |
+100% |
| JB Capital LLC |
0 |
281,022 |
+281,022 |
+100% |
| Midwest Heritage Bank FSB |
0 |
1,181 |
+1,181 |
+100% |
| Simplicity Wealth LLC |
0 |
23,001 |
+23,001 |
+100% |
| Aspire Wealth Management Corp |
0 |
3,780 |
+3,780 |
+100% |
| Hutchens & Kramer Investment Management Group LLC |
0 |
3,910 |
+3,910 |
+100% |
| Forte Asset Management LLC |
0 |
25,367 |
+25,367 |
+100% |
| Gray Private Wealth LLC |
0 |
22,009 |
+22,009 |
+100% |
| Sutton Place Investors LLC |
0 |
5,221 |
+5,221 |
+100% |
| Global Assets Advisory LLC |
0 |
51,245 |
+51,245 |
+100% |
| Centurion Wealth Management LLC |
0 |
11,826 |
+11,826 |
+100% |
| Western Financial Corp CA |
0 |
1,551 |
+1,551 |
+100% |
| Hoxton Planning & Management LLC |
0 |
14,772 |
+14,772 |
+100% |
| RCS Financial Planning LLC |
0 |
8,003 |
+8,003 |
+100% |
| Commonwealth Retirement Investments LLC |
0 |
7,383 |
+7,383 |
+100% |
| Milestone Asset Management LLC |
0 |
12,944 |
+12,944 |
+100% |
| TFB Advisors LLC |
0 |
1,191 |
+1,191 |
+100% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
0 |
51,478 |
+51,478 |
+100% |
| FFG Retirement Advisors LLC |
0 |
12,604 |
+12,604 |
+100% |
| Norden Group LLC |
0 |
25,811 |
+25,811 |
+100% |
| Waterway Wealth Management LLC |
0 |
2,622 |
+2,622 |
+100% |
| BCU Wealth Advisors LLC |
0 |
5,142 |
+5,142 |
+100% |
| Twin Peaks Wealth Advisors LLC |
0 |
7,382 |
+7,382 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
872 |
+872 |
+100% |
| OMNI 360 Wealth Inc. |
0 |
2,503 |
+2,503 |
+100% |
| Focus Financial Network Inc. |
0 |
40,771 |
+40,771 |
+100% |
| Clayton Financial Group LLC |
0 |
2,407 |
+2,407 |
+100% |
| True Vision MN LLC |
0 |
17,838 |
+17,838 |
+100% |
| Foguth Wealth Management LLC. |
0 |
4,838 |
+4,838 |
+100% |
| Catalina Capital Group LLC |
0 |
3,597 |
+3,597 |
+100% |
| Fairway Wealth LLC |
0 |
1,600 |
+1,600 |
+100% |
| Central Pacific Bank Trust Division |
0 |
121 |
+121 |
+100% |
| Diversify Advisory Services LLC |
0 |
13,006 |
+13,006 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
4,135 |
4,135 |
UNCH |
0.00% |
| Welch & Forbes LLC |
2,600 |
2,600 |
UNCH |
0.00% |
| Townsend Asset Management Corp NC ADV |
123 |
123 |
UNCH |
0.00% |
| City Holding Co. |
1,635 |
1,635 |
UNCH |
0.00% |
| Stock Yards Bank & Trust Co. |
7,136 |
7,136 |
UNCH |
0.00% |
| Anderson Hoagland & Co. |
3,565 |
3,565 |
UNCH |
0.00% |
| Conning Inc. |
12,487 |
12,487 |
UNCH |
0.00% |
| Haverford Trust Co. |
2,408 |
2,408 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
71 |
71 |
UNCH |
0.00% |
| Fulton Bank N.A. |
1,258 |
1,258 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
1,653 |
1,653 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
11,540 |
11,540 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,391 |
1,391 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
1,842 |
1,842 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
6,001 |
6,001 |
UNCH |
0.00% |
| Commerce Bank |
8,677 |
8,677 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
200 |
200 |
UNCH |
0.00% |
| Pittenger & Anderson Inc. |
535 |
535 |
UNCH |
0.00% |
| Optimum Investment Advisors |
450 |
450 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
20 |
20 |
UNCH |
0.00% |
| Smith Chas P & Associates PA Cpas |
2,473 |
2,473 |
UNCH |
0.00% |
| Parthenon LLC |
1,422 |
1,422 |
UNCH |
0.00% |
| Webster Bank N. A. |
898 |
898 |
UNCH |
0.00% |
| First Interstate Bank |
2,351 |
2,351 |
UNCH |
0.00% |
| Trust Co. of Vermont |
1,079 |
1,079 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
2,988 |
2,988 |
UNCH |
0.00% |
| Whittier Trust Co. |
10,633 |
10,633 |
UNCH |
0.00% |
| Hollencrest Capital Management |
885 |
885 |
UNCH |
0.00% |
| First United Bank Trust |
45 |
45 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
3,873 |
3,873 |
UNCH |
0.00% |
| First National Bank & Trust Co. of Newtown |
2,177 |
2,177 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
94 |
94 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
317 |
317 |
UNCH |
0.00% |
| Progressive Investment Management Corp |
375 |
375 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
92 |
92 |
UNCH |
0.00% |
| Evensky & Katz LLC |
5,513 |
5,513 |
UNCH |
0.00% |
| Investment Partners Asset Management Inc. |
1,200 |
1,200 |
UNCH |
0.00% |
| Stockman Wealth Management Inc. |
2,800 |
2,800 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
2,391 |
2,391 |
UNCH |
0.00% |
| Asset Dedication LLC |
1,895 |
1,895 |
UNCH |
0.00% |
| Corundum Group Inc. |
6,163 |
6,163 |
UNCH |
0.00% |
| JNBA Financial Advisors |
287 |
287 |
UNCH |
0.00% |
| Capital Investment Advisors LLC |
1,540 |
1,540 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
168 |
168 |
UNCH |
0.00% |
| Field & Main Bank |
61 |
61 |
UNCH |
0.00% |
| Private Ocean LLC |
777 |
777 |
UNCH |
0.00% |
| MCF Advisors LLC |
4,553 |
4,553 |
UNCH |
0.00% |
| Pinnacle Wealth Management Advisory Group LLC |
1,665 |
1,665 |
UNCH |
0.00% |
| Colony Family Offices LLC |
154 |
154 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
5,073 |
5,073 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
11,181 |
11,181 |
UNCH |
0.00% |
| Genesee Capital Advisors LLC |
1,240 |
1,240 |
UNCH |
0.00% |
| First PREMIER Bank |
614 |
614 |
UNCH |
0.00% |
| Klingman & Associates LLC |
3,128 |
3,128 |
UNCH |
0.00% |
| Colorado Capital Management Inc. |
2,134 |
2,134 |
UNCH |
0.00% |
| Curtis Advisory Group LLC |
1,964 |
1,964 |
UNCH |
0.00% |
| McAdam LLC |
1,217 |
1,217 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
638 |
638 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
10,108 |
10,108 |
UNCH |
0.00% |
| Conservest Capital Advisors Inc. |
2,080 |
2,080 |
UNCH |
0.00% |
| Security National Bank |
650 |
650 |
UNCH |
0.00% |
| Affiance Financial LLC |
1,917 |
1,917 |
UNCH |
0.00% |
| PrairieView Partners LLC |
262 |
262 |
UNCH |
0.00% |
| Francis Financial Inc. |
1,710 |
1,710 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
212 |
212 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
464 |
464 |
UNCH |
0.00% |
| Versant Capital Management Inc |
123 |
123 |
UNCH |
0.00% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
4,000 |
4,000 |
UNCH |
0.00% |
| Avondale Wealth Management |
290 |
290 |
UNCH |
0.00% |
| West Branch Capital LLC |
1,355 |
1,355 |
UNCH |
0.00% |
| Total Wealth Planning LLC |
10,757 |
10,757 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
1,414 |
1,414 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
6,022 |
6,022 |
UNCH |
0.00% |
| Provident Wealth Management LLC |
852 |
852 |
UNCH |
0.00% |
| Single Point Partners LLC |
1,299 |
1,299 |
UNCH |
0.00% |
| Key Financial Inc |
3,175 |
3,175 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
1,332 |
1,332 |
UNCH |
0.00% |
| Tobias Financial Advisors Inc. |
16,361 |
16,361 |
UNCH |
0.00% |
| CVA Family Office LLC |
3,627 |
3,627 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
2,545 |
2,545 |
UNCH |
0.00% |
| Ballast Advisors LLC |
547 |
547 |
UNCH |
0.00% |
| AWM Capital LLC |
7,447 |
7,447 |
UNCH |
0.00% |
| Grant GrossMendelsohn LLC |
2,793 |
2,793 |
UNCH |
0.00% |
| Capstone Triton Financial Group LLC |
2,086 |
2,086 |
UNCH |
0.00% |
| Davis Capital Management |
112 |
112 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
416 |
416 |
UNCH |
0.00% |
| Aaron Wealth Advisors |
3,220 |
3,220 |
UNCH |
0.00% |
| Mechanics Financial Corp |
895 |
895 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
350 |
350 |
UNCH |
0.00% |
| Planned Solutions Inc. |
1,267 |
1,267 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
2,581 |
2,581 |
UNCH |
0.00% |
| Garrett Investment Advisors LLC |
1,805 |
1,805 |
UNCH |
0.00% |
| Flagship Private Wealth LLC |
3,483 |
3,483 |
UNCH |
0.00% |
| Greenhouse Wealth Management LLC |
1,664 |
1,664 |
UNCH |
0.00% |
| ShoreHaven Wealth Partners LLC |
1,881 |
1,881 |
UNCH |
0.00% |
| MBA Advisors LLC |
10,273 |
10,273 |
UNCH |
0.00% |
| Paradigm Strategies in Wealth Management LLC |
1,730 |
1,730 |
UNCH |
0.00% |
| Sageworth Trust Co of South Dakota |
1,796 |
1,796 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,353 |
1,353 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
607 |
607 |
UNCH |
0.00% |
| Riverwater Partners LLC |
1,695 |
1,695 |
UNCH |
0.00% |
| Activest Wealth Management |
53 |
53 |
UNCH |
0.00% |
| DB Fitzpatrick & Co Inc |
95 |
95 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
3,222 |
3,222 |
UNCH |
0.00% |
| Cottonwood Capital Advisors LLC |
1,653 |
1,653 |
UNCH |
0.00% |
| PACK Private Wealth LLC |
5,680 |
5,680 |
UNCH |
0.00% |
| Wealth Effects LLC |
5,982 |
5,982 |
UNCH |
0.00% |
| Stone Point Wealth LLC |
2,561 |
2,561 |
UNCH |
0.00% |
| Perfromance Wealth Partners LLC |
1,935 |
1,935 |
UNCH |
0.00% |
| Insight Inv LLC |
376 |
376 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
500 |
500 |
UNCH |
0.00% |
| City State Bank |
676 |
676 |
UNCH |
0.00% |
| KRS Capital Management LLC |
1,495 |
1,495 |
UNCH |
0.00% |
| Regatta Capital Group LLC |
2,366 |
2,366 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
271 |
271 |
UNCH |
0.00% |
| Quent Capital LLC |
2,868 |
2,868 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
2,500 |
2,500 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,012 |
1,012 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
81 |
81 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
107 |
107 |
UNCH |
0.00% |
| Fee Only Financial Planning L.C. |
1,317 |
1,317 |
UNCH |
0.00% |
| Gray Wealth Management Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Breakwater Capital Group |
1,476 |
1,476 |
UNCH |
0.00% |
| Cora Capital Advisors LLC |
1,257 |
1,257 |
UNCH |
0.00% |
| McGlone Suttner Wealth Management Inc. |
4,472 |
4,472 |
UNCH |
0.00% |
| Noble Family Wealth LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
212 |
212 |
UNCH |
0.00% |
| Union Savings Bank |
2,243 |
2,243 |
UNCH |
0.00% |
| Peoples Bank KS |
163 |
163 |
UNCH |
0.00% |
| Trust Co of the South |
4,190 |
4,190 |
UNCH |
0.00% |
| Robinson Smith Wealth Advisors LLC |
2,689 |
2,689 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
199 |
199 |
UNCH |
0.00% |
| Hara Capital LLC |
2,575 |
2,575 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
37 |
37 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
487 |
487 |
UNCH |
0.00% |
| BlueChip Wealth Advisors LLC |
1,917 |
1,917 |
UNCH |
0.00% |
| 13F Filers Decreasing IVE Share Count |
|---|
| Interactive Financial Advisors |
17,583 |
2,006 |
-15,577 |
-88.59% |
| Advisor Resource Council |
12,407 |
2,369 |
-10,038 |
-80.91% |
| Royal Fund Management LLC |
62,802 |
18,072 |
-44,730 |
-71.22% |
| JJJ Advisors Inc. |
246 |
87 |
-159 |
-64.63% |
| WASHINGTON TRUST Co |
693 |
268 |
-425 |
-61.33% |
| Yousif Capital Management LLC |
5,403 |
2,118 |
-3,285 |
-60.80% |
| Planning Center Inc. |
5,868 |
2,420 |
-3,448 |
-58.76% |
| Thrive Wealth Management LLC |
5,098 |
2,133 |
-2,965 |
-58.16% |
| Capstone Investment Advisors LLC |
3,054 |
1,335 |
-1,719 |
-56.29% |
| Concord Wealth Partners |
354 |
158 |
-196 |
-55.37% |
| Fortis Group Advisors LLC |
200 |
100 |
-100 |
-50.00% |
| Smith Anglin Financial LLC |
376,324 |
240,989 |
-135,335 |
-35.96% |
| Avitas Wealth Management LLC |
98,020 |
64,124 |
-33,896 |
-34.58% |
| Cedar Brook Financial Partners LLC |
3,879 |
2,601 |
-1,278 |
-32.95% |
| Sequoia Financial Advisors LLC |
17,619 |
12,210 |
-5,409 |
-30.70% |
| First Pacific Financial |
171 |
119 |
-52 |
-30.41% |
| SeaCrest Wealth Management LLC |
2,799 |
1,954 |
-845 |
-30.19% |
| Connecticut Wealth Management LLC |
8,910 |
6,231 |
-2,679 |
-30.07% |
| NBC Securities Inc. |
2,292 |
1,612 |
-680 |
-29.67% |
| Chapin Davis Inc. |
8,045 |
5,812 |
-2,233 |
-27.76% |
| Atticus Wealth Management LLC |
749 |
551 |
-198 |
-26.44% |
| All Season Financial Advisors Inc. |
41,786 |
30,900 |
-10,886 |
-26.05% |
| Goelzer Investment Management Inc. |
4,004 |
2,967 |
-1,037 |
-25.90% |
| Adviser Investments LLC |
313,605 |
233,287 |
-80,318 |
-25.61% |
| RSM US Wealth Management LLC |
90,954 |
67,700 |
-23,254 |
-25.57% |
| Money Concepts Capital Corp |
13,488 |
10,112 |
-3,376 |
-25.03% |
| First Citizens Bank & Trust Co. |
21,984 |
16,765 |
-5,219 |
-23.74% |
| Bank of New Hampshire |
2,820 |
2,175 |
-645 |
-22.87% |
| Rainey & Randall Investment Management Inc. |
2,759 |
2,143 |
-616 |
-22.33% |
| Crescent Grove Advisors LLC |
8,554 |
6,696 |
-1,858 |
-21.72% |
| Larson Financial Group LLC |
2,773 |
2,190 |
-583 |
-21.02% |
| Hazlett Burt & Watson Inc. |
2,275 |
1,845 |
-430 |
-18.90% |
| First Hawaiian Bank |
326,722 |
265,574 |
-61,148 |
-18.72% |
| Sterling Investment Counsel LLC |
13,712 |
11,169 |
-2,543 |
-18.55% |
| Mather Group LLC. |
3,895 |
3,191 |
-704 |
-18.07% |
| Burkett Financial Services LLC |
8,887 |
7,283 |
-1,604 |
-18.05% |
| Cabot Wealth Management Inc. |
2,886 |
2,396 |
-490 |
-16.98% |
| Mutual Advisors LLC |
60,471 |
50,334 |
-10,137 |
-16.76% |
| AFG Fiduciary Services Limited Partnership |
12,415 |
10,359 |
-2,056 |
-16.56% |
| HMS Capital Management LLC |
2,016 |
1,702 |
-314 |
-15.58% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
4,359 |
3,694 |
-665 |
-15.26% |
| Almanack Investment Partners LLC. |
2,887 |
2,447 |
-440 |
-15.24% |
| Montecito Bank & Trust |
7,377 |
6,263 |
-1,114 |
-15.10% |
| O Connor Financial Group LLC |
32,382 |
27,513 |
-4,869 |
-15.04% |
| Chevy Chase Trust Holdings Inc. |
4,578 |
3,898 |
-680 |
-14.85% |
| GAMMA Investing LLC |
1,384 |
1,180 |
-204 |
-14.74% |
| Bogart Wealth LLC |
2,245 |
1,920 |
-325 |
-14.48% |
| Monticello Wealth Management LLC |
2,300 |
1,982 |
-318 |
-13.83% |
| Morris Financial Concepts Inc. |
19,672 |
17,069 |
-2,603 |
-13.23% |
| Wsfs Capital Management LLC |
13,609 |
11,821 |
-1,788 |
-13.14% |
| DBK Financial Counsel LLC |
3,264 |
2,838 |
-426 |
-13.05% |
| Hudson Capital Management LLC |
25,706 |
22,352 |
-3,354 |
-13.05% |
| Iron Horse Wealth Management LLC |
23 |
20 |
-3 |
-13.04% |
| Newbridge Financial Services Group Inc. |
73 |
64 |
-9 |
-12.33% |
| Personal Resources Investment & Strategic Management Inc. |
4,868 |
4,295 |
-573 |
-11.77% |
| Magnolia Capital Management Ltd. |
8,320 |
7,365 |
-955 |
-11.48% |
| Financial Counselors Inc. |
10,184 |
9,016 |
-1,168 |
-11.47% |
| Miracle Mile Advisors LLC |
708,939 |
628,403 |
-80,536 |
-11.36% |
| Stegner Investment Associates Inc. |
19,566 |
17,353 |
-2,213 |
-11.31% |
| Colton Groome Financial Advisors LLC |
3,262 |
2,910 |
-352 |
-10.79% |
| Moody Lynn & Lieberson LLC |
1,636 |
1,461 |
-175 |
-10.70% |
| Fort Pitt Capital Group LLC |
1,322 |
1,191 |
-131 |
-9.91% |
| Whitcomb & Hess Inc. |
6,605 |
5,962 |
-643 |
-9.74% |
| Etfidea LLC |
3,040 |
2,745 |
-295 |
-9.70% |
| Navis Wealth Advisors LLC |
1,512 |
1,375 |
-137 |
-9.06% |
| Catalyst Financial Partners LLC |
65,251 |
59,391 |
-5,860 |
-8.98% |
| Trifecta Capital Advisors LLC |
3,401 |
3,099 |
-302 |
-8.88% |
| Weaver Consulting Group |
2,650 |
2,431 |
-219 |
-8.26% |
| MONECO Advisors LLC |
1,915 |
1,760 |
-155 |
-8.09% |
| GDS Wealth Management |
1,919 |
1,764 |
-155 |
-8.08% |
| Institute for Wealth Management LLC. |
2,168 |
1,997 |
-171 |
-7.89% |
| Willis Johnson & Associates Inc. |
37,894 |
34,931 |
-2,963 |
-7.82% |
| UMB Bank N A MO |
86,282 |
79,538 |
-6,744 |
-7.82% |
| Integrated Investment Consultants LLC |
5,269 |
4,858 |
-411 |
-7.80% |
| Summit Financial LLC |
7,435 |
6,859 |
-576 |
-7.75% |
| Covenant Partners LLC |
1,260 |
1,164 |
-96 |
-7.62% |
| Founders Capital Management |
1,267 |
1,172 |
-95 |
-7.50% |
| Northern Oak Wealth Management Inc. |
225,539 |
208,943 |
-16,596 |
-7.36% |
| Appleton Partners Inc. MA |
1,423 |
1,323 |
-100 |
-7.03% |
| Retirement Group LLC |
529 |
494 |
-35 |
-6.62% |
| Castle Wealth Management LLC |
12,675 |
11,842 |
-833 |
-6.57% |
| Ballentine Partners LLC |
8,713 |
8,166 |
-547 |
-6.28% |
| Carl P. Sherr & Co. LLC |
4,572 |
4,286 |
-286 |
-6.26% |
| Aurora Private Wealth Inc. |
2,458 |
2,306 |
-152 |
-6.18% |
| Navalign LLC |
3,227 |
3,030 |
-197 |
-6.10% |
| Norway Savings Bank |
4,885 |
4,588 |
-297 |
-6.08% |
| BOK Financial Private Wealth Inc. |
119,329 |
112,181 |
-7,148 |
-5.99% |
| United Community Bank |
1,823 |
1,714 |
-109 |
-5.98% |
| Fifth Third Bancorp |
326,578 |
307,138 |
-19,440 |
-5.95% |
| Altfest L J & Co. Inc. |
2,344 |
2,211 |
-133 |
-5.67% |
| Raymond James Trust N.A. |
11,555 |
10,910 |
-645 |
-5.58% |
| Parsons Capital Management Inc. RI |
3,899 |
3,684 |
-215 |
-5.51% |
| Traynor Capital Management Inc. |
69,782 |
66,025 |
-3,757 |
-5.38% |
| Coastal Investment Advisors Inc. |
2,465 |
2,333 |
-132 |
-5.35% |
| Charles Schwab Trust Co |
4,343 |
4,113 |
-230 |
-5.30% |
| Private Wealth Management Group LLC |
7,649 |
7,249 |
-400 |
-5.23% |
| Guardian Wealth Advisors LLC |
65,540 |
62,162 |
-3,378 |
-5.15% |
| Priebe Wealth Holdings LLC |
3,778 |
3,585 |
-193 |
-5.11% |
| Daymark Wealth Partners LLC |
1,958 |
1,858 |
-100 |
-5.11% |
| Charter Oak Capital Management LLC |
27,733 |
26,324 |
-1,409 |
-5.08% |
| CX Institutional |
175,221 |
166,354 |
-8,867 |
-5.06% |
| Ritholtz Wealth Management |
3,018 |
2,868 |
-150 |
-4.97% |
| SOL Capital Management CO |
15,110 |
14,360 |
-750 |
-4.96% |
| HighMark Wealth Management LLC |
8,576 |
8,152 |
-424 |
-4.94% |
| Processus Wealth & Capital Management LLC |
3,833 |
3,644 |
-189 |
-4.93% |
| Brave Asset Management Inc. |
13,917 |
13,246 |
-671 |
-4.82% |
| Carmichael Hill & Associates Inc. |
1,802 |
1,716 |
-86 |
-4.77% |
| LVZ Advisors Inc. |
450,993 |
429,611 |
-21,382 |
-4.74% |
| Wealthstar Advisors LLC |
2,817 |
2,684 |
-133 |
-4.72% |
| Sterling Investment Advisors LLC ADV |
34,345 |
32,725 |
-1,620 |
-4.72% |
| First National Trust Co |
2,633 |
2,512 |
-121 |
-4.60% |
| SOA Wealth Advisors LLC. |
7,642 |
7,297 |
-345 |
-4.51% |
| Baldwin Brothers Inc. MA |
2,004 |
1,917 |
-87 |
-4.34% |
| Aspiriant LLC |
4,324 |
4,138 |
-186 |
-4.30% |
| United Asset Strategies Inc. |
41,300 |
39,541 |
-1,759 |
-4.26% |
| HB Wealth Management LLC |
49,589 |
47,483 |
-2,106 |
-4.25% |
| Wesbanco Bank Inc. |
23,994 |
23,006 |
-988 |
-4.12% |
| C2C Wealth Management LLC |
3,466 |
3,326 |
-140 |
-4.04% |
| Fifth Third Securities Inc. |
30,564 |
29,357 |
-1,207 |
-3.95% |
| PSI Advisors LLC |
1,301 |
1,251 |
-50 |
-3.84% |
| Simon Quick Advisors LLC |
16,380 |
15,782 |
-598 |
-3.65% |
| YHB Investment Advisors Inc. |
35,896 |
34,610 |
-1,286 |
-3.58% |
| Greenleaf Trust |
174,009 |
167,803 |
-6,206 |
-3.57% |
| Durante & Waters LLC |
115,917 |
111,856 |
-4,061 |
-3.50% |
| Probity Advisors Inc. |
267,607 |
258,679 |
-8,928 |
-3.34% |
| Summit Investment Advisory Services LLC |
21,756 |
21,031 |
-725 |
-3.33% |
| Phillips Financial Management LLC |
283,770 |
274,498 |
-9,272 |
-3.27% |
| JMG Financial Group Ltd. |
5,037 |
4,874 |
-163 |
-3.24% |
| West Oak Capital LLC |
6,812 |
6,595 |
-217 |
-3.19% |
| Procyon Private Wealth Partners LLC |
9,792 |
9,495 |
-297 |
-3.03% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
16,441 |
15,946 |
-495 |
-3.01% |
| Western Wealth Management LLC |
48,905 |
47,440 |
-1,465 |
-3.00% |
| Moisand Fitzgerald Tamayo LLC |
8,916 |
8,649 |
-267 |
-2.99% |
| Ballentine Capital Advisors Inc |
3,302 |
3,205 |
-97 |
-2.94% |
| DDFG Inc |
123,525 |
119,895 |
-3,630 |
-2.94% |
| Bank of Stockton |
62,216 |
60,393 |
-1,823 |
-2.93% |
| Lynch & Associates IN |
3,456 |
3,356 |
-100 |
-2.89% |
| WealthBridge Capital Management LLC |
13,694 |
13,299 |
-395 |
-2.88% |
| GenWealth Group Inc. |
15,208 |
14,787 |
-421 |
-2.77% |
| Sunbelt Securities Inc. |
38,625 |
37,608 |
-1,017 |
-2.63% |
| 4J Wealth Management LLC |
2,539 |
2,474 |
-65 |
-2.56% |
| Tilson Financial Group Inc. |
19,626 |
19,129 |
-497 |
-2.53% |
| Centerpoint Advisors LLC |
44,522 |
43,420 |
-1,102 |
-2.48% |
| Argent Advisors Inc. |
6,676 |
6,511 |
-165 |
-2.47% |
| West Coast Financial LLC |
18,408 |
17,956 |
-452 |
-2.46% |
| Blue Chip Partners Inc. |
2,053 |
2,003 |
-50 |
-2.44% |
| Transform Wealth LLC |
161,259 |
157,504 |
-3,755 |
-2.33% |
| Hilltop Wealth Advisors LLC |
26,353 |
25,747 |
-606 |
-2.30% |
| Pure Financial Advisors Inc. |
38,722 |
37,869 |
-853 |
-2.20% |
| Family Firm Inc. |
10,475 |
10,258 |
-217 |
-2.07% |
| Vicus Capital |
36,395 |
35,646 |
-749 |
-2.06% |
| Total Investment Management Inc. |
12,422 |
12,179 |
-243 |
-1.96% |
| Pinnacle Financial Partners Inc. |
52,056 |
51,052 |
-1,004 |
-1.93% |
| Home Federal Bank of Tennessee |
404,691 |
397,166 |
-7,525 |
-1.86% |
| Nvest Financial LLC |
39,893 |
39,156 |
-737 |
-1.85% |
| Private Capital Management LLC |
11,940 |
11,720 |
-220 |
-1.84% |
| Bangor Savings Bank |
1,719 |
1,688 |
-31 |
-1.80% |
| Honkamp Krueger Financial Services Inc. |
11,627 |
11,418 |
-209 |
-1.80% |
| Pinnacle Bank |
23,544 |
23,141 |
-403 |
-1.71% |
| Lutz Financial Services LLC |
122,267 |
120,259 |
-2,008 |
-1.64% |
| Atlas Brown Inc. |
2,995 |
2,947 |
-48 |
-1.60% |
| Iams Wealth Management LLC |
6,894 |
6,786 |
-108 |
-1.57% |
| Evergreen Private Wealth LLC |
2,954 |
2,910 |
-44 |
-1.49% |
| Acropolis Investment Management LLC |
54,269 |
53,464 |
-805 |
-1.48% |
| Clear Investment Research LLC |
7,119 |
7,015 |
-104 |
-1.46% |
| Courier Capital LLC |
300,799 |
296,404 |
-4,395 |
-1.46% |
| Principal Financial Group Inc. |
14,368 |
14,159 |
-209 |
-1.45% |
| Capital Advisors Inc. OK |
4,177 |
4,117 |
-60 |
-1.44% |
| Peregrine Asset Advisers Inc. |
17,101 |
16,856 |
-245 |
-1.43% |
| RTD Financial Advisors Inc. |
83,507 |
82,376 |
-1,131 |
-1.35% |
| Center For Asset Management LLC |
2,138 |
2,110 |
-28 |
-1.31% |
| Salomon & Ludwin LLC |
315,259 |
311,330 |
-3,929 |
-1.25% |
| GHP Investment Advisors Inc. |
104,261 |
102,969 |
-1,292 |
-1.24% |
| Fonville Wealth Management LLC |
8,367 |
8,264 |
-103 |
-1.23% |
| Thomasville National Bank |
7,477 |
7,385 |
-92 |
-1.23% |
| Market Street Wealth Management Advisors LLC |
16,594 |
16,392 |
-202 |
-1.22% |
| Cahaba Wealth Management Inc. |
10,082 |
9,962 |
-120 |
-1.19% |
| WBH Advisory Inc. |
11,769 |
11,640 |
-129 |
-1.10% |
| Opal Wealth Advisors LLC |
41,657 |
41,205 |
-452 |
-1.09% |
| Financial Life Advisors |
151,903 |
150,314 |
-1,589 |
-1.05% |
| Sigma Investment Counselors Inc. |
12,944 |
12,814 |
-130 |
-1.00% |
| Falcon Wealth Planning |
21,391 |
21,179 |
-212 |
-0.99% |
| OLD National Bancorp IN |
10,181 |
10,081 |
-100 |
-0.98% |
| Acas LLC |
24,883 |
24,649 |
-234 |
-0.94% |
| Stordahl Capital Management Inc. |
20,442 |
20,260 |
-182 |
-0.89% |
| Tarbox Family Office Inc. |
5,820 |
5,771 |
-49 |
-0.84% |
| Mitchell Mcleod Pugh & Williams Inc. |
1,744 |
1,730 |
-14 |
-0.80% |
| Halpern Financial Inc. |
266,414 |
264,339 |
-2,075 |
-0.78% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
8,100 |
8,038 |
-62 |
-0.77% |
| MKT Advisors LLC |
4,533 |
4,500 |
-33 |
-0.73% |
| ERTS Wealth Advisors LLC |
15,987 |
15,870 |
-117 |
-0.73% |
| LMG Wealth Partners LLC |
44,970 |
44,654 |
-316 |
-0.70% |
| Kennedy Investment Group |
7,424 |
7,377 |
-47 |
-0.63% |
| Ironwood Wealth Management Inc. |
71,748 |
71,321 |
-427 |
-0.60% |
| Capital Investment Advisory Services LLC |
2,503 |
2,488 |
-15 |
-0.60% |
| Edmonds Duncan Registered Investment Advisors LLC |
22,880 |
22,746 |
-134 |
-0.59% |
| Sage Investment Advisers LLC |
12,662 |
12,589 |
-73 |
-0.58% |
| Woodmont Investment Counsel LLC |
1,795 |
1,785 |
-10 |
-0.56% |
| Clarus Wealth Advisors |
17,340 |
17,249 |
-91 |
-0.52% |
| Zhang Financial LLC |
4,433 |
4,411 |
-22 |
-0.50% |
| Investment Partners LTD. |
24,064 |
23,943 |
-121 |
-0.50% |
| Amarillo National Bank |
310,613 |
309,108 |
-1,505 |
-0.48% |
| Kwmg LLC |
113,611 |
113,178 |
-433 |
-0.38% |
| Smithbridge Asset Management Inc. DE |
6,751 |
6,726 |
-25 |
-0.37% |
| Retirement Income Solutions Inc |
14,064 |
14,018 |
-46 |
-0.33% |
| Highview Capital Management LLC DE |
4,810 |
4,800 |
-10 |
-0.21% |
| ST Germain D J Co. Inc. |
502 |
501 |
-1 |
-0.20% |
| Country Club Bank GFN |
5,564 |
5,554 |
-10 |
-0.18% |
| Turtle Creek Wealth Advisors LLC |
8,162 |
8,148 |
-14 |
-0.17% |
| Geneos Wealth Management Inc. |
42,135 |
42,063 |
-72 |
-0.17% |
| Glassman Wealth Services |
4,485 |
4,479 |
-6 |
-0.13% |
| Raymond James & Associates |
781,646 |
780,598 |
-1,048 |
-0.13% |
| 9258 Wealth Management LLC |
7,299 |
7,293 |
-6 |
-0.08% |
| Courage Miller Partners LLC |
1,569 |
1,568 |
-1 |
-0.06% |
| Patriot Investment Management Inc. |
9,259 |
9,255 |
-4 |
-0.04% |
| Sapient Capital LLC |
30,146 |
30,136 |
-10 |
-0.03% |
| Towerpoint Wealth LLC |
3,080 |
3,079 |
-1 |
-0.03% |
| Trust Point Inc. |
71,562 |
71,560 |
-2 |
-0.00% |
| 13F Filers Exiting IVE |
|---|
| Conscious Wealth Investments LLC |
1,551 |
0 |
-1,551 |
-100.00% |
| PFS Partners LLC |
2 |
0 |
-2 |
-100.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
2,473 |
0 |
-2,473 |
-100.00% |
| HTG Investment Advisors Inc. |
1,155 |
0 |
-1,155 |
-100.00% |
| Astoria Portfolio Advisors LLC. |
1,433 |
0 |
-1,433 |
-100.00% |
| Life Planning Partners Inc |
417 |
0 |
-417 |
-100.00% |
| Independent Wealth Network Inc. |
3,202 |
0 |
-3,202 |
-100.00% |
| Koss Olinger Consulting LLC |
281,589 |
0 |
-281,589 |
-100.00% |
| Corepath Wealth Partners LLC |
4,429 |
0 |
-4,429 |
-100.00% |
| Galvin Gaustad & Stein LLC |
1,538 |
0 |
-1,538 |
-100.00% |
| Tennessee Valley Asset Management Partners |
398 |
0 |
-398 |
-100.00% |
| Alhambra Investment Partners LLC |
12,166 |
0 |
-12,166 |
-100.00% |
| Apexium Financial LP |
5,373 |
0 |
-5,373 |
-100.00% |
| Oxinas Partners Wealth Management LLC |
6,529 |
0 |
-6,529 |
-100.00% |
| Columbus Macro LLC |
3,935 |
0 |
-3,935 |
-100.00% |
| Synergy Financial Management LLC |
1,215 |
0 |
-1,215 |
-100.00% |
| Polianta Ltd |
33,400 |
0 |
-33,400 |
-100.00% |
| Armor Investment Advisors LLC |
1 |
0 |
-1 |
-100.00% |
| Silicon Valley Capital Partners |
2,518 |
0 |
-2,518 |
-100.00% |
| Canal Capital Management LLC |
8,692 |
0 |
-8,692 |
-100.00% |
| EFG Asset Management Americas Corp. |
3,695 |
0 |
-3,695 |
-100.00% |
| Busey Wealth Management |
1,178 |
0 |
-1,178 |
-100.00% |
| Arlington Partners LLC |
14,909 |
0 |
-14,909 |
-100.00% |
| Country Trust Bank |
1,877 |
0 |
-1,877 |
-100.00% |
| Cambiar Investors LLC |
1,276 |
0 |
-1,276 |
-100.00% |
| Roman Butler Fullerton & Co. |
4,941 |
0 |
-4,941 |
-100.00% |
See Summary: Institutional Holders of IVE
See Details: Top 10 Hedge Funds Holding IVE
|
|
