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This page summarizes the TIP 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 TIP 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 TIP Share Count |
|---|
| Quattro Financial Advisors LLC |
107 |
8,269 |
+8,162 |
+7628.04% |
| Legacy Financial Group LLC |
8,341 |
114,166 |
+105,825 |
+1268.73% |
| Annapolis Financial Services LLC |
62 |
462 |
+400 |
+645.16% |
| Wallace Advisory Group LLC |
2,161 |
10,435 |
+8,274 |
+382.88% |
| PayPay Securities Corp |
16 |
73 |
+57 |
+356.25% |
| Pinnacle Bank |
2,238 |
5,284 |
+3,046 |
+136.10% |
| Bank of New Hampshire |
20 |
46 |
+26 |
+130.00% |
| Clearview Wealth Advisors LLC |
2,113 |
4,058 |
+1,945 |
+92.05% |
| Inscription Capital LLC |
4,090 |
7,315 |
+3,225 |
+78.85% |
| Fortitude Family Office LLC |
23,444 |
39,648 |
+16,204 |
+69.12% |
| Country Trust Bank |
59 |
89 |
+30 |
+50.85% |
| Viewpoint Investment Partners Corp |
352,800 |
464,000 |
+111,200 |
+31.52% |
| Fermata Advisors LLC |
24,678 |
31,463 |
+6,785 |
+27.49% |
| Aspire Private Capital LLC |
203 |
257 |
+54 |
+26.60% |
| PFG Investments LLC |
18,380 |
23,138 |
+4,758 |
+25.89% |
| Stratos Wealth Advisors LLC |
6,610 |
7,972 |
+1,362 |
+20.61% |
| Banque Cantonale Vaudoise |
850 |
1,010 |
+160 |
+18.82% |
| Pettinga Financial Advisors LLC |
13,116 |
15,410 |
+2,294 |
+17.49% |
| Atlas Capital Advisors LLC |
348 |
408 |
+60 |
+17.24% |
| Lake Hills Wealth Management LLC |
28,588 |
33,161 |
+4,573 |
+16.00% |
| Optimum Investment Advisors |
1,964 |
2,263 |
+299 |
+15.22% |
| Cordant Inc. |
11,556 |
13,194 |
+1,638 |
+14.17% |
| Stablepoint Partners LLC |
44,920 |
50,300 |
+5,380 |
+11.98% |
| Slow Capital Inc. |
43,489 |
48,288 |
+4,799 |
+11.03% |
| BlueSky Wealth Advisors LLC |
88,531 |
98,236 |
+9,705 |
+10.96% |
| Sharkey Howes & Javer |
8,488 |
9,314 |
+826 |
+9.73% |
| Hillcrest Wealth Advisors NY LLC |
59,820 |
65,585 |
+5,765 |
+9.64% |
| Buttonwood Financial Group LLC |
14,879 |
16,140 |
+1,261 |
+8.48% |
| Shilanski & Associates Inc. |
75,332 |
80,598 |
+5,266 |
+6.99% |
| Norway Savings Bank |
11,995 |
12,686 |
+691 |
+5.76% |
| Heartwood Wealth Advisors LLC |
133,396 |
140,263 |
+6,867 |
+5.15% |
| Kwmg LLC |
236,147 |
246,516 |
+10,369 |
+4.39% |
| GenTrust LLC |
181,142 |
188,471 |
+7,329 |
+4.05% |
| Baldwin Brothers Inc. MA |
320,432 |
332,371 |
+11,939 |
+3.73% |
| Chemistry Wealth Management LLC |
8,612 |
8,916 |
+304 |
+3.53% |
| Sterling Investment Advisors LLC ADV |
43,887 |
45,376 |
+1,489 |
+3.39% |
| RTD Financial Advisors Inc. |
110,434 |
113,771 |
+3,337 |
+3.02% |
| Cyndeo Wealth Partners LLC |
143,791 |
147,979 |
+4,188 |
+2.91% |
| Main Street Financial Solutions LLC |
2,587 |
2,659 |
+72 |
+2.78% |
| Arbor Investment Advisors LLC |
249,147 |
255,843 |
+6,696 |
+2.69% |
| Strategic Financial Concepts LLC |
27,320 |
28,047 |
+727 |
+2.66% |
| West Financial Advisors LLC |
85,273 |
87,157 |
+1,884 |
+2.21% |
| Aviance Capital Partners LLC |
8,888 |
9,073 |
+185 |
+2.08% |
| Insight Wealth Strategies LLC |
119,912 |
122,270 |
+2,358 |
+1.97% |
| Aletheian Wealth Advisors LLC |
2,292 |
2,331 |
+39 |
+1.70% |
| Piscataqua Savings Bank |
184 |
187 |
+3 |
+1.63% |
| DMG Group LLC |
18,417 |
18,718 |
+301 |
+1.63% |
| Foster & Motley Inc. |
33,124 |
33,655 |
+531 |
+1.60% |
| Rebalance LLC |
255,432 |
259,264 |
+3,832 |
+1.50% |
| Clarity Financial LLC |
3,461 |
3,505 |
+44 |
+1.27% |
| Alpha Cubed Investments LLC |
8,484 |
8,562 |
+78 |
+0.92% |
| Prosperity Planning Inc. |
12,495 |
12,594 |
+99 |
+0.79% |
| Creative Capital Management Investments LLC |
12,658 |
12,711 |
+53 |
+0.42% |
| Berger Financial Group Inc |
2,636 |
2,645 |
+9 |
+0.34% |
| Paragon Capital Management Ltd |
2,716 |
2,723 |
+7 |
+0.26% |
| Walker Asset Management LLC |
4,601 |
4,610 |
+9 |
+0.20% |
| SOA Wealth Advisors LLC. |
1,939 |
1,942 |
+3 |
+0.15% |
| FC Advisory LLC |
5,369 |
5,376 |
+7 |
+0.13% |
| Mosley Wealth Management |
5,647 |
5,649 |
+2 |
+0.04% |
| Deane Retirement Strategies Inc. |
70,078 |
70,089 |
+11 |
+0.02% |
| 13F Filers Reporting New Positions In TIP |
|---|
| Salem Investment Counselors Inc. |
0 |
332 |
+332 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
458 |
+458 |
+100% |
| SMI Advisory Services LLC |
0 |
36,812 |
+36,812 |
+100% |
| Leonard Rickey Investment Advisors P.L.L.C. |
0 |
1,961 |
+1,961 |
+100% |
| Aprio Wealth Management LLC |
0 |
1,876 |
+1,876 |
+100% |
| Eagle Strategies LLC |
0 |
8,287 |
+8,287 |
+100% |
| Security Financial Services INC. |
0 |
1,924 |
+1,924 |
+100% |
| Global Assets Advisory LLC |
0 |
54,285 |
+54,285 |
+100% |
| Melfa Wealth Management LLC |
0 |
2,056 |
+2,056 |
+100% |
| ZRC Wealth Management LLC |
0 |
224 |
+224 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Valley National Advisers Inc. |
25 |
25 |
UNCH |
0.00% |
| First National Corp MA ADV |
7,139 |
7,139 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
125 |
125 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
125 |
125 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
434 |
434 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,352 |
1,352 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
656 |
656 |
UNCH |
0.00% |
| Tompkins Financial Corp |
128 |
128 |
UNCH |
0.00% |
| Courier Capital LLC |
13,931 |
13,931 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,712 |
1,712 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
250 |
250 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
962 |
962 |
UNCH |
0.00% |
| Ballentine Partners LLC |
4,736 |
4,736 |
UNCH |
0.00% |
| Courage Miller Partners LLC |
16,888 |
16,888 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
1,831 |
1,831 |
UNCH |
0.00% |
| LVW Advisors LLC |
3,393 |
3,393 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
22 |
22 |
UNCH |
0.00% |
| EFG Asset Management Americas Corp. |
5,387 |
5,387 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
3,648 |
3,648 |
UNCH |
0.00% |
| Trust Co |
170 |
170 |
UNCH |
0.00% |
| Simon Quick Advisors LLC |
10,764 |
10,764 |
UNCH |
0.00% |
| Founders Capital Management |
2,484 |
2,484 |
UNCH |
0.00% |
| Bfsg LLC |
493 |
493 |
UNCH |
0.00% |
| Gradient Capital Advisors LLC |
2,222 |
2,222 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
203 |
203 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
175 |
175 |
UNCH |
0.00% |
| Pflug Koory LLC |
16,811 |
16,811 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
1,978 |
1,978 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
224 |
224 |
UNCH |
0.00% |
| Market Street Wealth Management Advisors LLC |
4,007 |
4,007 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
54 |
54 |
UNCH |
0.00% |
| Tsfg LLC |
146 |
146 |
UNCH |
0.00% |
| S.A. Mason LLC |
4,447 |
4,447 |
UNCH |
0.00% |
| Powell Investment Advisors LLC |
1,890 |
1,890 |
UNCH |
0.00% |
| Alhambra Investment Partners LLC |
5,119 |
5,119 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
1,986 |
1,986 |
UNCH |
0.00% |
| Allspring Global Investments Holdings LLC |
1,340 |
1,340 |
UNCH |
0.00% |
| Stonegate Investment Group LLC |
2,801 |
2,801 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
1,850 |
1,850 |
UNCH |
0.00% |
| Red Tortoise LLC |
1,858 |
1,858 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
54 |
54 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,443 |
1,443 |
UNCH |
0.00% |
| Horizons Wealth Management |
64,522 |
64,522 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
950 |
950 |
UNCH |
0.00% |
| Silvia Mccoll Wealth Management LLC |
3,055 |
3,055 |
UNCH |
0.00% |
| Financial Perspectives Inc |
36 |
36 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
2,456 |
2,456 |
UNCH |
0.00% |
| Tyche Wealth Partners LLC |
9,616 |
9,616 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
69 |
69 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
608 |
608 |
UNCH |
0.00% |
| 13F Filers Decreasing TIP Share Count |
|---|
| MBE Wealth Management LLC |
67,283 |
2,090 |
-65,193 |
-96.89% |
| Gradient Investments LLC |
773 |
74 |
-699 |
-90.43% |
| Bangor Savings Bank |
1,468 |
314 |
-1,154 |
-78.61% |
| Sunbelt Securities Inc. |
46,008 |
11,892 |
-34,116 |
-74.15% |
| Steel Peak Wealth Management LLC |
76,845 |
20,338 |
-56,507 |
-73.53% |
| Kingswood Wealth Advisors LLC |
7,215 |
2,721 |
-4,494 |
-62.29% |
| Horst & Graben Wealth Management LLC |
40,009 |
16,586 |
-23,423 |
-58.54% |
| Bridge Advisory LLC |
79,412 |
33,342 |
-46,070 |
-58.01% |
| One Wealth Advisors LLC |
16,951 |
7,549 |
-9,402 |
-55.47% |
| Windsor Capital Management LLC |
11,080 |
5,426 |
-5,654 |
-51.03% |
| Fifth Third Bancorp |
32,784 |
16,154 |
-16,630 |
-50.73% |
| Guidance Capital Inc. |
11,319 |
5,642 |
-5,677 |
-50.15% |
| Silverlake Wealth Management LLC |
7,863 |
3,927 |
-3,936 |
-50.06% |
| Sound Income Strategies LLC |
361 |
185 |
-176 |
-48.75% |
| Fifth Third Securities Inc. |
30,366 |
15,972 |
-14,394 |
-47.40% |
| Apeiron RIA LLC |
8,579 |
4,591 |
-3,988 |
-46.49% |
| Austin Private Wealth LLC |
25,109 |
13,456 |
-11,653 |
-46.41% |
| Moisand Fitzgerald Tamayo LLC |
271 |
151 |
-120 |
-44.28% |
| Private Ocean LLC |
300 |
174 |
-126 |
-42.00% |
| Hall Laurie J Trustee |
1,200 |
698 |
-502 |
-41.83% |
| LifeGuide Financial Advisors LLC |
10,718 |
6,384 |
-4,334 |
-40.44% |
| NBC Securities Inc. |
5,399 |
3,280 |
-2,119 |
-39.25% |
| Asset Dedication LLC |
376 |
229 |
-147 |
-39.10% |
| Disciplined Investments LLC |
3,027 |
1,890 |
-1,137 |
-37.56% |
| Dynamic Advisor Solutions LLC |
16,518 |
10,473 |
-6,045 |
-36.60% |
| Global Wealth Strategies & Associates |
14 |
9 |
-5 |
-35.71% |
| Portside Wealth Group LLC |
25,558 |
16,820 |
-8,738 |
-34.19% |
| Brookstone Capital Management |
37,217 |
25,230 |
-11,987 |
-32.21% |
| Tilia Fiduciary Partners Inc. |
11,490 |
7,884 |
-3,606 |
-31.38% |
| Hanson & Doremus Investment Management |
4,564 |
3,250 |
-1,314 |
-28.79% |
| AdvisorNet Financial Inc |
14,628 |
10,594 |
-4,034 |
-27.58% |
| Raymond James & Associates |
202,039 |
147,402 |
-54,637 |
-27.04% |
| Park Edge Advisors LLC |
4,588 |
3,358 |
-1,230 |
-26.81% |
| Rise Advisors LLC |
430 |
315 |
-115 |
-26.74% |
| Signature Securities Group Corporation |
8,025 |
5,885 |
-2,140 |
-26.67% |
| IVC Wealth Advisors LLC |
10,878 |
8,027 |
-2,851 |
-26.21% |
| Harbor Investment Advisory LLC |
2,357 |
1,747 |
-610 |
-25.88% |
| Columbia Advisory Partners LLC |
2,725 |
2,028 |
-697 |
-25.58% |
| Strategic Blueprint LLC |
13,427 |
10,009 |
-3,418 |
-25.46% |
| International Assets Investment Management LLC |
5,099 |
3,804 |
-1,295 |
-25.40% |
| Mechanics Bank Trust Department |
16,195 |
12,275 |
-3,920 |
-24.21% |
| Signal Advisors Wealth LLC |
4,018 |
3,077 |
-941 |
-23.42% |
| Family Investment Center Inc. |
3,586 |
2,774 |
-812 |
-22.64% |
| Busey Wealth Management |
11,004 |
8,658 |
-2,346 |
-21.32% |
| Hexagon Capital Partners LLC |
1,273 |
1,021 |
-252 |
-19.80% |
| Raymond James Financial Services Advisors Inc. |
304,461 |
244,467 |
-59,994 |
-19.70% |
| Fiduciary Alliance LLC |
2,506 |
2,019 |
-487 |
-19.43% |
| AlphaMark Advisors LLC |
2,600 |
2,100 |
-500 |
-19.23% |
| LexAurum Advisors LLC |
5,771 |
4,665 |
-1,106 |
-19.16% |
| Apella Capital LLC |
6,364 |
5,172 |
-1,192 |
-18.73% |
| Register Financial Advisors LLC |
720 |
588 |
-132 |
-18.33% |
| Fox Hill Wealth Management |
23,186 |
18,978 |
-4,208 |
-18.15% |
| City Holding Co. |
12,737 |
10,491 |
-2,246 |
-17.63% |
| Congress Wealth Management LLC DE |
13,346 |
11,083 |
-2,263 |
-16.96% |
| Rosenberg Matthew Hamilton |
23,566 |
19,634 |
-3,932 |
-16.69% |
| Wealth Enhancement Advisory Services LLC |
207,607 |
173,142 |
-34,465 |
-16.60% |
| Global Retirement Partners LLC |
13,058 |
10,955 |
-2,103 |
-16.11% |
| WASHINGTON TRUST Co |
51,369 |
43,116 |
-8,253 |
-16.07% |
| Gibson Capital LLC |
6,364 |
5,424 |
-940 |
-14.77% |
| Total Investment Management Inc. |
3,284 |
2,809 |
-475 |
-14.46% |
| Coastal Investment Advisors Inc. |
6,240 |
5,344 |
-896 |
-14.36% |
| Upper Left Wealth Management LLC |
8,431 |
7,224 |
-1,207 |
-14.32% |
| Massmutual Trust Co. FSB ADV |
18,762 |
16,107 |
-2,655 |
-14.15% |
| Mather Group LLC. |
3,393 |
2,929 |
-464 |
-13.68% |
| Parsons Capital Management Inc. RI |
6,101 |
5,275 |
-826 |
-13.54% |
| Timber Creek Capital Management LLC |
1,431 |
1,238 |
-193 |
-13.49% |
| Olympus Wealth Management LLC |
38,978 |
33,779 |
-5,199 |
-13.34% |
| Park Place Capital Corp |
15,789 |
13,714 |
-2,075 |
-13.14% |
| MGO Private Wealth LLC |
3,250 |
2,848 |
-402 |
-12.37% |
| McAdam LLC |
6,814 |
5,980 |
-834 |
-12.24% |
| Atwater Malick LLC |
10,288 |
9,088 |
-1,200 |
-11.66% |
| Walkner Condon Financial Advisors LLC |
3,252 |
2,882 |
-370 |
-11.38% |
| Nikulski Financial Inc. |
11,795 |
10,455 |
-1,340 |
-11.36% |
| RFG Advisory LLC |
16,718 |
14,897 |
-1,821 |
-10.89% |
| Calton & Associates Inc. |
18,128 |
16,170 |
-1,958 |
-10.80% |
| WealthNavi Inc. |
1,128,413 |
1,007,055 |
-121,358 |
-10.75% |
| SeaCrest Wealth Management LLC |
8,092 |
7,270 |
-822 |
-10.16% |
| Shepherd Financial Partners LLC |
13,798 |
12,455 |
-1,343 |
-9.73% |
| Stratos Wealth Partners LTD. |
15,307 |
13,890 |
-1,417 |
-9.26% |
| Accel Wealth Management |
3,919 |
3,588 |
-331 |
-8.45% |
| OneAscent Financial Services LLC |
19,059 |
17,487 |
-1,572 |
-8.25% |
| Regions Financial Corp |
5,948 |
5,461 |
-487 |
-8.19% |
| Charter Oak Capital Management LLC |
3,478 |
3,203 |
-275 |
-7.91% |
| Ellis Investment Partners LLC |
19,797 |
18,419 |
-1,378 |
-6.96% |
| RBA Wealth Management LLC |
2,013 |
1,873 |
-140 |
-6.95% |
| Apexium Financial LP |
15,966 |
14,857 |
-1,109 |
-6.95% |
| Parker Financial LLC |
10,335 |
9,620 |
-715 |
-6.92% |
| Successful Portfolios LLC |
3,014 |
2,809 |
-205 |
-6.80% |
| 180 Wealth Advisors LLC |
11,183 |
10,505 |
-678 |
-6.06% |
| Ausdal Financial Partners Inc. |
2,208 |
2,078 |
-130 |
-5.89% |
| Palumbo Wealth Management LLC |
62,621 |
58,992 |
-3,629 |
-5.80% |
| KMG Fiduciary Partners LLC |
16,921 |
15,996 |
-925 |
-5.47% |
| Grey Fox Wealth Advisors LLC |
13,769 |
13,029 |
-740 |
-5.37% |
| Signature Wealth Management Group |
42,461 |
40,379 |
-2,082 |
-4.90% |
| MKT Advisors LLC |
2,893 |
2,752 |
-141 |
-4.87% |
| Nations Financial Group Inc. IA ADV |
25,281 |
24,059 |
-1,222 |
-4.83% |
| Caldwell Sutter Capital Inc. |
207 |
197 |
-10 |
-4.83% |
| Procyon Private Wealth Partners LLC |
16,087 |
15,317 |
-770 |
-4.79% |
| Patriot Investment Management Inc. |
12,807 |
12,199 |
-608 |
-4.75% |
| Venturi Wealth Management LLC |
816 |
778 |
-38 |
-4.66% |
| Cornerstone Wealth Management LLC |
7,024 |
6,703 |
-321 |
-4.57% |
| Cedar Brook Financial Partners LLC |
12,071 |
11,541 |
-530 |
-4.39% |
| Sage Capital Advisors llc |
55,988 |
53,595 |
-2,393 |
-4.27% |
| Chapin Davis Inc. |
8,674 |
8,315 |
-359 |
-4.14% |
| Lpwm LLC |
6,754 |
6,481 |
-273 |
-4.04% |
| Private Harbour Investment Management & Counsel LLC |
7,625 |
7,325 |
-300 |
-3.93% |
| Arkansas Financial Group Inc. |
270,313 |
259,797 |
-10,516 |
-3.89% |
| Duncker Streett & Co. Inc. |
8,063 |
7,759 |
-304 |
-3.77% |
| Kovack Advisors Inc. |
15,088 |
14,534 |
-554 |
-3.67% |
| RDA Financial Network |
4,718 |
4,546 |
-172 |
-3.65% |
| Indiana Trust & Investment Management CO |
2,089 |
2,015 |
-74 |
-3.54% |
| Chesley Taft & Associates LLC |
4,721 |
4,559 |
-162 |
-3.43% |
| Bay Harbor Wealth Management LLC |
7,483 |
7,235 |
-248 |
-3.31% |
| American Financial Advisors LLC |
14,239 |
13,781 |
-458 |
-3.22% |
| Wesbanco Bank Inc. |
18,566 |
17,978 |
-588 |
-3.17% |
| Bath Savings Trust Co |
7,345 |
7,120 |
-225 |
-3.06% |
| Atlas Brown Inc. |
7,050 |
6,835 |
-215 |
-3.05% |
| Cranbrook Wealth Management LLC |
56,143 |
54,611 |
-1,532 |
-2.73% |
| Miracle Mile Advisors LLC |
51,377 |
50,035 |
-1,342 |
-2.61% |
| WESPAC Advisors SoCal LLC |
1,920 |
1,870 |
-50 |
-2.60% |
| SignalPoint Asset Management LLC |
19,047 |
18,557 |
-490 |
-2.57% |
| Park Avenue Securities LLC |
94,952 |
92,685 |
-2,267 |
-2.39% |
| AWM Capital LLC |
9,118 |
8,919 |
-199 |
-2.18% |
| Grandview Asset Management LLC |
7,972 |
7,803 |
-169 |
-2.12% |
| Burns J W & Co. Inc. NY |
3,401 |
3,331 |
-70 |
-2.06% |
| Capital Investment Advisors LLC |
16,787 |
16,472 |
-315 |
-1.88% |
| Ellenbecker Investment Group |
11,950 |
11,757 |
-193 |
-1.62% |
| Founders Financial Securities LLC |
42,421 |
41,733 |
-688 |
-1.62% |
| Wealthcare Advisory Partners LLC |
13,907 |
13,693 |
-214 |
-1.54% |
| Cypress Wealth Services LLC |
3,259 |
3,210 |
-49 |
-1.50% |
| Charles Schwab Trust Co |
115,698 |
114,105 |
-1,593 |
-1.38% |
| Flagship Harbor Advisors LLC |
7,230 |
7,132 |
-98 |
-1.36% |
| NorthCrest Asset Manangement LLC |
51,063 |
50,374 |
-689 |
-1.35% |
| Curbstone Financial Management Corp |
52,254 |
51,704 |
-550 |
-1.05% |
| FirstPurpose Wealth LLC |
3,763 |
3,727 |
-36 |
-0.96% |
| Sovereign Financial Group Inc. |
12,971 |
12,851 |
-120 |
-0.93% |
| Pure Financial Advisors Inc. |
159,311 |
158,029 |
-1,282 |
-0.80% |
| Signet Financial Management LLC |
4,927 |
4,889 |
-38 |
-0.77% |
| Phillips Financial Management LLC |
81,369 |
80,795 |
-574 |
-0.71% |
| City State Bank |
18,198 |
18,074 |
-124 |
-0.68% |
| Pacific Life Fund Advisors LLC |
254,097 |
252,573 |
-1,524 |
-0.60% |
| Wealth Advisory Solutions LLC |
2,034 |
2,022 |
-12 |
-0.59% |
| Peak Financial Management Inc. |
35,287 |
35,093 |
-194 |
-0.55% |
| Fortune Financial Advisors LLC |
19,576 |
19,486 |
-90 |
-0.46% |
| Adirondack Trust Co. |
39,359 |
39,177 |
-182 |
-0.46% |
| First Hawaiian Bank |
10,153 |
10,114 |
-39 |
-0.38% |
| E&G Advisors LP |
17,450 |
17,405 |
-45 |
-0.26% |
| OLD National Bancorp IN |
12,607 |
12,580 |
-27 |
-0.21% |
| CWM LLC |
551,188 |
550,355 |
-833 |
-0.15% |
| Jeppson Wealth Management LLC |
4,290 |
4,285 |
-5 |
-0.12% |
| Keel Point LLC |
8,642 |
8,633 |
-9 |
-0.10% |
| 13F Filers Exiting TIP |
|---|
| Integrity Wealth Solutions LLC |
3,224 |
0 |
-3,224 |
-100.00% |
| Wheelhouse Advisory Group LLC |
2,629 |
0 |
-2,629 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
49 |
0 |
-49 |
-100.00% |
| Trifecta Capital Advisors LLC |
254 |
0 |
-254 |
-100.00% |
| Sutton Place Investors LLC |
2,018 |
0 |
-2,018 |
-100.00% |
| O ROURKE & COMPANY Inc |
10,772 |
0 |
-10,772 |
-100.00% |
| Morton Brown Family Wealth LLC |
26 |
0 |
-26 |
-100.00% |
| Williams Financial LLC |
16,290 |
0 |
-16,290 |
-100.00% |
| FOCUS Wealth Advisors LLC |
15,444 |
0 |
-15,444 |
-100.00% |
| Octavia Wealth Advisors LLC |
3,722 |
0 |
-3,722 |
-100.00% |
| Tennessee Valley Asset Management Partners |
129 |
0 |
-129 |
-100.00% |
| Advisor Resource Council |
42,716 |
0 |
-42,716 |
-100.00% |
| Davis Capital Management |
41 |
0 |
-41 |
-100.00% |
| Sunburst Financial Group LLC |
2,489 |
0 |
-2,489 |
-100.00% |
| Pacifica Partners Inc. |
37 |
0 |
-37 |
-100.00% |
| Red Spruce Capital LLC |
3,218 |
0 |
-3,218 |
-100.00% |
| Moulton Wealth Management Inc. |
3,447 |
0 |
-3,447 |
-100.00% |
| Maltin Wealth Management Inc. |
2,512 |
0 |
-2,512 |
-100.00% |
| RVW Wealth LLC |
6,905 |
0 |
-6,905 |
-100.00% |
| Cooper Financial Group |
2,564 |
0 |
-2,564 |
-100.00% |
| Steigerwald Gordon & Koch Inc. |
2,381 |
0 |
-2,381 |
-100.00% |
| Wagner Wealth Management LLC |
36 |
0 |
-36 |
-100.00% |
| Summit Trail Advisors LLC |
8,779 |
0 |
-8,779 |
-100.00% |
| Integrated Investment Consultants LLC |
2,756 |
0 |
-2,756 |
-100.00% |
| Tradewinds Capital Management LLC |
19 |
0 |
-19 |
-100.00% |
| Riverview Trust Co |
2,191 |
0 |
-2,191 |
-100.00% |
| America First Investment Advisors LLC |
4,564 |
0 |
-4,564 |
-100.00% |
| Bourgeon Capital Management LLC |
301 |
0 |
-301 |
-100.00% |
| Albion Financial Group UT |
36 |
0 |
-36 |
-100.00% |
| Arvest Investments Inc. |
119 |
0 |
-119 |
-100.00% |
| Altfest L J & Co. Inc. |
2,732 |
0 |
-2,732 |
-100.00% |
| Rockland Trust Co. |
1,913 |
0 |
-1,913 |
-100.00% |
See Summary: Institutional Holders of TIP
See Details: Top 10 Hedge Funds Holding TIP
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