Holdings Channel



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Funds Holding IGM

On this page, we present all of the funds holding IGM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IGM, with a link to that fund's top holdings. The next columns indicate the amount of IGM stock held by each of the funds holding IGM, followed by the IGM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 312 funds holding IGM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IGM), click the fund name in the "Holder" column of the funds-holding-IGM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE449,217$201,330 12/31/2023
     IGM449,217$201,330 12/31/2023
Bank of Montreal Can417,366$188,403 12/31/2023
     IGM417,366$188,403 12/31/2023
Equitable Holdings Inc.374,950$168,045 12/31/2023
     IGM374,950$168,045 12/31/2023
Morgan Stanley277,099$124,191 12/31/2023
     IGM277,099$124,191 12/31/2023
Royal Bank of Canada202,016$90,541 12/31/2023
     IGM202,016$90,541 12/31/2023
Signature Estate & Investment Advisors LLC184,907$82,872 12/31/2023
     IGM184,907$82,872 12/31/2023
Cerity Partners LLC177,009$79,332 12/31/2023
     IGM177,009$79,332 12/31/2023
Destination Wealth Management123,194$55,213 12/31/2023
     IGM123,194$55,213 12/31/2023
LPL Financial LLC111,243$49,857 12/31/2023
     IGM111,243$49,857 12/31/2023
JPMorgan Chase & Co.106,602$47,777 12/31/2023
     IGM106,602$47,777 12/31/2023
Gray Foundation87,014$38,998 12/31/2023
     IGM87,014$38,998 12/31/2023
Wells Fargo & Company MN61,778$27,687 12/31/2023
     IGM61,778$27,687 12/31/2023
UBS Group AG58,938$26,415 12/31/2023
     IGM58,938$26,415 12/31/2023
Raymond James & Associates306,070$26,377 03/31/2024
     IGM306,070$26,377 03/31/2024
Goldman Sachs Group Inc.53,038$23,771 12/31/2023
     IGM53,038$23,771 12/31/2023
Raymond James Financial Services Advisors Inc.271,599$23,406 03/31/2024
     IGM271,599$23,406 03/31/2024
Ameriprise Financial Inc.50,443$22,607 12/31/2023
     IGM50,443$22,607 12/31/2023
Mirae Asset Global Investments Co. Ltd.48,300$21,647 12/31/2023
     IGM48,300$21,647 12/31/2023
Legacy Financial Strategies LLC247,896$21,364 03/31/2024
     IGM247,896$21,364 03/31/2024
GM Advisory Group Inc.45,122$20,223 12/31/2023
     IGM45,122$20,223 12/31/2023
Janney Montgomery Scott LLC40,395$18,104 12/31/2023
     IGM40,395$18,104 12/31/2023
Stuart Chaussee & Associates Inc.40,194$18,014 12/31/2023
     IGM40,194$18,014 12/31/2023
Envestnet Asset Management Inc.39,173$17,556 12/31/2023
     IGM39,173$17,556 12/31/2023
Commonwealth Equity Services LLC32,214$14,438 12/31/2023
     IGM32,214$14,438 12/31/2023
Bailard Inc.27,956$12,530 12/31/2023
     IGM27,956$12,530 12/31/2023
Mathes Company Inc.27,416$12,287 12/31/2023
     IGM27,416$12,287 12/31/2023
Mariner LLC26,412$11,837 12/31/2023
     IGM26,412$11,837 12/31/2023
Avestar Capital LLC26,263$11,771 12/31/2023
     IGM26,263$11,771 12/31/2023
AE Wealth Management LLC23,612$11,269 12/31/2023
     IGM23,612$11,269 12/31/2023
Susquehanna International Group LLP $10,613 12/31/2023
     IGM20,981$9,403 12/31/2023
     Call2,700$1,210 12/31/2023
Stifel Financial Corp21,272$9,534 12/31/2023
     IGM21,272$9,534 12/31/2023
CIBC World Markets Inc.20,683$9,270 12/31/2023
     IGM20,683$9,270 12/31/2023
CIC Wealth LLC102,577$8,840 03/31/2024
     IGM102,577$8,840 03/31/2024
Truist Financial Corp18,811$8,431 12/31/2023
     IGM18,811$8,431 12/31/2023
Advisor Group Holdings Inc.18,639$8,361 12/31/2023
     IGM18,639$8,361 12/31/2023
Cambridge Investment Research Advisors Inc.97,009$8,360 03/31/2024
     IGM97,009$8,360 03/31/2024
The PNC Financial Services Group Inc.16,680$7,476 12/31/2023
     IGM16,680$7,476 12/31/2023
Meridian Wealth Management LLC69,612$5,999 03/31/2024
     IGM69,612$5,999 03/31/2024
White Lighthouse Investment Management Inc.13,279$5,951 12/31/2023
     IGM13,279$5,951 12/31/2023
Citadel Advisors LLC12,706$5,695 12/31/2023
     IGM12,706$5,695 12/31/2023
CWM LLC63,941$5,510 03/31/2024
     IGM63,941$5,510 03/31/2024
Transform Wealth LLC62,678$5,402 03/31/2024
     IGM62,678$5,402 03/31/2024
WealthBridge Capital Management LLC11,968$5,364 12/31/2023
     IGM11,968$5,364 12/31/2023
Prudential Financial Inc.11,921$5,343 12/31/2023
     IGM11,921$5,343 12/31/2023
DAGCO Inc.11,712$5,249 12/31/2023
     IGM11,712$5,249 12/31/2023
Dynamic Wealth Strategies LLC11,712$5,249 12/31/2023
     IGM11,712$5,249 12/31/2023
Deutsche Bank AG11,110$4,979 12/31/2023
     IGM11,110$4,979 12/31/2023
Scotia Capital Inc.11,049$4,952 12/31/2023
     IGM11,049$4,952 12/31/2023
HB Wealth Management LLC10,889$4,880 12/31/2023
     IGM10,889$4,880 12/31/2023
Apexium Financial LP56,572$4,875 03/31/2024
     IGM56,572$4,875 03/31/2024
Graves Light Private Wealth Management Inc.10,504$4,708 12/31/2023
     IGM10,504$4,708 12/31/2023
Asset Management Group Inc.10,040$4,500 12/31/2023
     IGM10,040$4,500 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.9,678$4,337 12/31/2023
     IGM9,678$4,337 12/31/2023
AFT Forsyth & Company Inc.9,380$4,204 12/31/2023
     IGM9,380$4,204 12/31/2023
Acima Private Wealth LLC8,900$3,989 12/31/2023
     IGM8,900$3,989 12/31/2023
First Trust Advisors LP8,728$3,912 12/31/2023
     IGM8,728$3,912 12/31/2023
Private Advisor Group LLC8,592$3,851 12/31/2023
     IGM8,592$3,851 12/31/2023
Portfolio Strategies Inc.8,560$3,837 12/31/2023
     IGM8,560$3,837 12/31/2023
Bank of New York Mellon Corp43,454$3,745 03/31/2024
     IGM43,454$3,745 03/31/2024
Humankind Investments LLC8,155$3,655 12/31/2023
     IGM8,155$3,655 12/31/2023
HighTower Advisors LLC7,971$3,570 12/31/2023
     IGM7,971$3,570 12/31/2023
Cetera Advisors LLC7,967$3,570 12/31/2023
     IGM7,967$3,570 12/31/2023
Shelton Wealth Management LLC7,263$3,255 12/31/2023
     IGM7,263$3,255 12/31/2023
GWM Advisors LLC7,194$3,224 12/31/2023
     IGM7,194$3,224 12/31/2023
Meridian Investment Counsel Inc.6,833$3,062 12/31/2023
     IGM6,833$3,062 12/31/2023
Milestone Investment Advisors LLC6,174$2,767 12/31/2023
     IGM6,174$2,767 12/31/2023
Advisory Services Network LLC5,701$2,555 12/31/2023
     IGM5,701$2,555 12/31/2023
IHT Wealth Management LLC5,477$2,455 12/31/2023
     IGM5,477$2,455 12/31/2023
Campion Asset Management LLC5,415$2,427 12/31/2023
     IGM5,415$2,427 12/31/2023
Clarity Wealth Advisors LLC27,166$2,341 03/31/2024
     IGM27,166$2,341 03/31/2024
One Capital Management LLC4,975$2,230 12/31/2023
     IGM4,975$2,230 12/31/2023
KKM Financial LLC4,973$2,229 12/31/2023
     IGM4,973$2,229 12/31/2023
Atria Investments LLC4,867$2,181 12/31/2023
     IGM4,867$2,181 12/31/2023
Interactive Financial Advisors4,500$2,017 12/31/2023
     IGM4,500$2,017 12/31/2023
Migdal Insurance & Financial Holdings Ltd.4,464$2,001 12/31/2023
     IGM4,464$2,001 12/31/2023
National Asset Management Inc.4,284$1,920 12/31/2023
     IGM4,284$1,920 12/31/2023
Brown Advisory Inc.22,080$1,903 03/31/2024
     IGM22,080$1,903 03/31/2024
Midland Wealth Advisors LLC4,106$1,840 12/31/2023
     IGM4,106$1,840 12/31/2023
FMR LLC4,079$1,828 12/31/2023
     IGM4,079$1,828 12/31/2023
U.S. Capital Wealth Advisors LLC3,918$1,756 12/31/2023
     IGM3,918$1,756 12/31/2023
WESPAC Advisors LLC20,106$1,733 03/31/2024
     IGM20,106$1,733 03/31/2024
Fort Sheridan Advisors LLC3,837$1,720 12/31/2023
     IGM3,837$1,720 12/31/2023
Wealth Enhancement Advisory Services LLC18,907$1,629 03/31/2024
     IGM18,907$1,629 03/31/2024
Mercer Global Advisors Inc. ADV3,623$1,624 12/31/2023
     IGM3,623$1,624 12/31/2023
Captrust Financial Advisors3,609$1,617 12/31/2023
     IGM3,609$1,617 12/31/2023
Stephens Inc. AR3,563$1,597 12/31/2023
     IGM3,563$1,597 12/31/2023
National Bank of Canada FI3,660$1,597 12/31/2023
     IGM3,660$1,597 12/31/2023
Webster Bank N. A.18,078$1,558 03/31/2024
     IGM18,078$1,558 03/31/2024
Creative Planning3,439$1,541 12/31/2023
     IGM3,439$1,541 12/31/2023
Nikulski Financial Inc.17,346$1,495 03/31/2024
     IGM17,346$1,495 03/31/2024
Caldwell Sutter Capital Inc.16,902$1,457 03/31/2024
     IGM16,902$1,457 03/31/2024
Houlihan Financial Resource Group Ltd.3,217$1,442 12/31/2023
     IGM3,217$1,442 12/31/2023
Atria Wealth Solutions Inc.3,196$1,432 12/31/2023
     IGM3,196$1,432 12/31/2023
Prospera Financial Services Inc3,147$1,410 12/31/2023
     IGM3,147$1,410 12/31/2023
Crescent Grove Advisors LLC3,008$1,348 12/31/2023
     IGM3,008$1,348 12/31/2023
M&T Bank Corp2,914$1,306 12/31/2023
     IGM2,914$1,306 12/31/2023
Security Financial Services INC.15,112$1,302 03/31/2024
     IGM15,112$1,302 03/31/2024
Clifford Swan Investment Counsel LLC15,000$1,293 03/31/2024
     IGM15,000$1,293 03/31/2024
Smith Moore & CO.2,859$1,281 12/31/2023
     IGM2,859$1,281 12/31/2023
Pallas Capital Advisors LLC14,735$1,270 03/31/2024
     IGM14,735$1,270 03/31/2024
Avantax Advisory Services Inc.2,829$1,268 12/31/2023
     IGM2,829$1,268 12/31/2023
Perigon Wealth Management LLC2,782$1,247 12/31/2023
     IGM2,782$1,247 12/31/2023
Kestra Advisory Services LLC2,616$1,172 12/31/2023
     IGM2,616$1,172 12/31/2023
Comerica Bank2,605$1,168 12/31/2023
     IGM2,605$1,168 12/31/2023
Northwestern Mutual Wealth Management Co.2,491$1,117 12/31/2023
     IGM2,491$1,117 12/31/2023
Congress Wealth Management LLC DE 12,825$1,105 03/31/2024
     IGM12,825$1,105 03/31/2024
Icon Wealth Advisors LLC2,448$1,097 12/31/2023
     IGM2,448$1,097 12/31/2023
Global Retirement Partners LLC11,978$1,032 03/31/2024
     IGM11,978$1,032 03/31/2024
Ayalon Holdings Ltd.11,826$1,019 03/31/2024
     IGM11,826$1,019 03/31/2024
Cresset Asset Management LLC2,263$1,014 12/31/2023
     IGM2,263$1,014 12/31/2023
Wealthsource Partners LLC2,250$1,008 12/31/2023
     IGM2,250$1,008 12/31/2023
Harmony Asset Management LLC2,153$965 12/31/2023
     IGM2,153$965 12/31/2023
Family Firm Inc.2,113$947 12/31/2023
     IGM2,113$947 12/31/2023
Boston Family Office LLC2,041$915 12/31/2023
     IGM2,041$915 12/31/2023
Capital Wealth Alliance LLC2,038$913 12/31/2023
     IGM2,038$913 12/31/2023
Adviser Investments LLC2,012$902 12/31/2023
     IGM2,012$902 12/31/2023
RMR Wealth Builders10,313$889 03/31/2024
     IGM10,313$889 03/31/2024
Northern Trust Corp1,955$876 12/31/2023
     IGM1,955$876 12/31/2023
Clarius Group LLC9,774$842 03/31/2024
     IGM9,774$842 03/31/2024
Miracle Mile Advisors LLC9,760$841 03/31/2024
     IGM9,760$841 03/31/2024
Cetera Advisor Networks LLC1,820$816 12/31/2023
     IGM1,820$816 12/31/2023
WealthShield Partners LLC1,800$807 12/31/2023
     IGM1,800$807 12/31/2023
Creekmur Asset Management LLC1,727$774 12/31/2023
     IGM1,727$774 12/31/2023
Horizon Bancorp Inc. IN8,928$769 03/31/2024
     IGM8,928$769 03/31/2024
Baird Financial Group Inc.1,687$756 12/31/2023
     IGM1,687$756 12/31/2023
Hall Kathryn A.1,665$746 12/31/2023
     IGM1,665$746 12/31/2023
Citigroup Inc.1,643$736 12/31/2023
     IGM1,643$736 12/31/2023
Willis Johnson & Associates Inc.8,216$708 03/31/2024
     IGM8,216$708 03/31/2024
Peapack Gladstone Financial Corp1,550$694 12/31/2023
     IGM1,550$694 12/31/2023
Rathbone Brothers plc1,530$686 12/31/2023
     IGM1,530$686 12/31/2023
AlTi Global Inc.1,499$672 12/31/2023
     IGM1,499$672 12/31/2023
Synovus Financial Corp1,485$666 12/31/2023
     IGM1,485$666 12/31/2023
MML Investors Services LLC1,478$663 12/31/2023
     IGM1,478$663 12/31/2023
Retirement Planning Co of New England Inc.1,479$663 12/31/2023
     IGM1,479$663 12/31/2023
Bradley Foster & Sargent Inc. CT1,474$661 12/31/2023
     IGM1,474$661 12/31/2023
US Bancorp DE1,470$659 12/31/2023
     IGM1,470$659 12/31/2023
Kesler Norman & Wride LLC7,596$655 03/31/2024
     IGM7,596$655 03/31/2024
One Wealth Advisors LLC7,560$652 03/31/2024
     IGM7,560$652 03/31/2024
Cypress Wealth Services LLC7,534$649 03/31/2024
     IGM7,534$649 03/31/2024
Stratos Wealth Partners LTD.7,412$639 03/31/2024
     IGM7,412$639 03/31/2024
Kearns & Associates LLC1,371$614 12/31/2023
     IGM1,371$614 12/31/2023
WealthTrust Axiom LLC1,325$594 12/31/2023
     IGM1,325$594 12/31/2023
Keebeck Wealth Management LLC1,291$579 12/31/2023
     IGM1,291$579 12/31/2023
Tyler Stone Wealth Management1,292$579 12/31/2023
     IGM1,292$579 12/31/2023
Bristlecone Advisors LLC6,696$577 03/31/2024
     IGM6,696$577 03/31/2024
SageView Advisory Group LLC1,187$570 12/31/2023
     IGM1,187$570 12/31/2023
Sunbelt Securities Inc.6,183$533 03/31/2024
     IGM6,183$533 03/31/2024
Lazard Asset Management LLC1,185$531 12/31/2023
     IGM1,185$531 12/31/2023
Eastern Bank1,178$528 12/31/2023
     IGM1,178$528 12/31/2023
Steward Partners Investment Advisory LLC1,179$528 12/31/2023
     IGM1,179$528 12/31/2023
Prio Wealth Limited Partnership1,175$527 12/31/2023
     IGM1,175$527 12/31/2023
Northstar Asset Management LLC1,170$524 12/31/2023
     IGM1,170$524 12/31/2023
Private Capital Management LLC6,000$517 03/31/2024
     IGM6,000$517 03/31/2024
Mystic Asset Management Inc.1,153$517 12/31/2023
     IGM1,153$517 12/31/2023
Raymond James Trust N.A.5,784$498 03/31/2024
     IGM5,784$498 03/31/2024
Sound View Wealth Advisors Group LLC1,108$497 12/31/2023
     IGM1,108$497 12/31/2023
SOA Wealth Advisors LLC.5,761$496 03/31/2024
     IGM5,761$496 03/31/2024
St. Johns Investment Management Company LLC5,718$493 03/31/2024
     IGM5,718$493 03/31/2024
D.A. Davidson & CO.1,090$489 12/31/2023
     IGM1,090$489 12/31/2023
Schmidt P J Investment Management Inc.1,009$482 12/31/2023
     IGM1,009$482 12/31/2023
Grassi Investment Management5,555$479 03/31/2024
     IGM5,555$479 03/31/2024
Benjamin F. Edwards & Company Inc.1,068$479 12/31/2023
     IGM1,068$479 12/31/2023
Bollard Group LLC1,065$477 12/31/2023
     IGM1,065$477 12/31/2023
Franklin Resources Inc.1,038$465 12/31/2023
     IGM1,038$465 12/31/2023
Saxon Interests Inc.5,382$464 03/31/2024
     IGM5,382$464 03/31/2024
Proequities Inc.1,032$463 12/31/2023
     IGM1,032$463 12/31/2023
Commerce Bank1,023$458 12/31/2023
     IGM1,023$458 12/31/2023
Cetera Investment Advisers1,003$450 12/31/2023
     IGM1,003$450 12/31/2023
J.W. Cole Advisors Inc.1,002$449 12/31/2023
     IGM1,002$449 12/31/2023
Renaissance Technologies LLC1,000$448 12/31/2023
     IGM1,000$448 12/31/2023
Bouchey Financial Group Ltd5,070$437 03/31/2024
     IGM5,070$437 03/31/2024
United Community Bank970$435 12/31/2023
     IGM970$435 12/31/2023
Fifth Third Bancorp4,992$430 03/31/2024
     IGM4,992$430 03/31/2024
Tufton Capital Management950$426 12/31/2023
     IGM950$426 12/31/2023
Becker Capital Management Inc.933$418 12/31/2023
     IGM933$418 12/31/2023
Hudson Valley Investment Advisors Inc. ADV4,800$414 03/31/2024
     IGM4,800$414 03/31/2024
EP Wealth Advisors LLC914$410 12/31/2023
     IGM914$410 12/31/2023
Moors & Cabot Inc.908$407 12/31/2023
     IGM908$407 12/31/2023
Buckingham Strategic Wealth LLC900$403 12/31/2023
     IGM900$403 12/31/2023
Capital Market Strategies LLC4,530$390 03/31/2024
     IGM4,530$390 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management850$381 12/31/2023
     IGM850$381 12/31/2023
Sawgrass Asset Management LLC845$379 12/31/2023
     IGM845$379 12/31/2023
Southland Equity Partners LLC4,358$376 03/31/2024
     IGM4,358$376 03/31/2024
Walled Lake Planning & Wealth Management LLC840$376 12/31/2023
     IGM840$376 12/31/2023
4J Wealth Management LLC4,314$372 03/31/2024
     IGM4,314$372 03/31/2024
Freestone Capital Holdings LLC821$368 12/31/2023
     IGM821$368 12/31/2023
Safeguard Investment Advisory Group LLC814$364 12/31/2023
     IGM814$364 12/31/2023
Orleans Capital Management Corp LA803$360 12/31/2023
     IGM803$360 12/31/2023
Blankinship & Foster LLC797$357 12/31/2023
     IGM797$357 12/31/2023
Integrated Wealth Concepts LLC792$355 12/31/2023
     IGM792$355 12/31/2023
Patten Group Inc.4,110$354 03/31/2024
     IGM4,110$354 03/31/2024
Kennedy Investment Group3,960$341 03/31/2024
     IGM3,960$341 03/31/2024
Hubbell Strickland Wealth Management LLC3,932$339 03/31/2024
     IGM3,932$339 03/31/2024
Aries Wealth Management735$329 12/31/2023
     IGM735$329 12/31/2023
Parallel Advisors LLC732$328 12/31/2023
     IGM732$328 12/31/2023
Geller Advisors LLC721$323 12/31/2023
     IGM721$323 12/31/2023
Venture Visionary Partners LLC715$320 12/31/2023
     IGM715$320 12/31/2023
Kickstand Ventures LLC.711$319 12/31/2023
     IGM711$319 12/31/2023
Paragon Financial Partners Inc.3,691$318 03/31/2024
     IGM3,691$318 03/31/2024
Manchester Capital Management LLC708$317 12/31/2023
     IGM708$317 12/31/2023
Beaton Management Co. Inc.700$314 12/31/2023
     IGM700$314 12/31/2023
Red Door Wealth Management LLC3,562$307 03/31/2024
     IGM3,562$307 03/31/2024
Hazlett Burt & Watson Inc.677$304 12/31/2023
     IGM677$304 12/31/2023
Oppenheimer & Co. Inc.678$304 12/31/2023
     IGM678$304 12/31/2023
Roundview Capital LLC676$303 12/31/2023
     IGM676$303 12/31/2023
High Falls Advisors Inc677$303 12/31/2023
     IGM677$303 12/31/2023
Valmark Advisers Inc.675$302 12/31/2023
     IGM675$302 12/31/2023
Resources Investment Advisors LLC.666$298 12/31/2023
     IGM666$298 12/31/2023
Norwood Financial Corp3,426$295 03/31/2024
     IGM3,426$295 03/31/2024
Channel Wealth LLC3,402$293 03/31/2024
     IGM3,402$293 03/31/2024
Seldon Capital LP631$283 12/31/2023
     IGM631$283 12/31/2023
Peoples Bank OH604$271 12/31/2023
     IGM604$271 12/31/2023
PFG Investments LLC3,136$270 03/31/2024
     IGM3,136$270 03/31/2024
Patriot Financial Group Insurance Agency LLC602$270 12/31/2023
     IGM602$270 12/31/2023
Sontag Advisory LLC600$269 12/31/2023
     IGM600$269 12/31/2023
International Assets Investment Management LLC3,064$266 03/31/2024
     IGM3,064$266 03/31/2024
Ieq Capital LLC590$264 12/31/2023
     IGM590$264 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors584$262 12/31/2023
     IGM584$262 12/31/2023
Ashton Thomas Private Wealth LLC3,030$261 03/31/2024
     IGM3,030$261 03/31/2024
Dakota Wealth Management3,000$259 03/31/2024
     IGM3,000$259 03/31/2024
Geneos Wealth Management Inc.575$258 12/31/2023
     IGM575$258 12/31/2023
Westside Investment Management Inc.2,832$244 03/31/2024
     IGM2,832$244 03/31/2024
Concurrent Investment Advisors LLC544$244 12/31/2023
     IGM544$244 12/31/2023
Simon Quick Advisors LLC2,813$242 03/31/2024
     IGM2,813$242 03/31/2024
TFC Financial Management535$240 12/31/2023
     IGM535$240 12/31/2023
Pathstone Holdings LLC532$238 12/31/2023
     IGM532$238 12/31/2023
Savant Capital LLC529$237 12/31/2023
     IGM529$237 12/31/2023
Great Valley Advisor Group Inc.521$234 12/31/2023
     IGM521$234 12/31/2023
Horst & Graben Wealth Management LLC2,673$230 03/31/2024
     IGM2,673$230 03/31/2024
WNY Asset Management LLC500$224 12/31/2023
     IGM500$224 12/31/2023
LM Advisors LLC500$224 12/31/2023
     IGM500$224 12/31/2023
Snowden Capital Advisors LLC497$223 12/31/2023
     IGM497$223 12/31/2023
Bank of New Hampshire2,580$222 03/31/2024
     IGM2,580$222 03/31/2024
Thoroughbred Financial Services LLC496$222 12/31/2023
     IGM496$222 12/31/2023
Financial Advocates Investment Management491$220 12/31/2023
     IGM491$220 12/31/2023
RSM US Wealth Management LLC487$218 12/31/2023
     IGM487$218 12/31/2023
Valeo Financial Advisors LLC2,588$214 03/31/2024
     IGM2,588$214 03/31/2024
Harbour Trust & Investment Management Co2,478$214 03/31/2024
     IGM2,478$214 03/31/2024
Willow Creek Wealth Management Inc.477$214 12/31/2023
     IGM477$214 12/31/2023
Belvedere Trading LLC $212 12/31/2023
     Call300$134 12/31/2023
     IGM174$78 12/31/2023
Gladstone Institutional Advisory LLC470$211 12/31/2023
     IGM470$211 12/31/2023
Strategic Blueprint LLC2,436$210 03/31/2024
     IGM2,436$210 03/31/2024
Calton & Associates Inc.2,381$205 03/31/2024
     IGM2,381$205 03/31/2024
Beacon Financial Group457$205 12/31/2023
     IGM457$205 12/31/2023
Citizens National Bank Trust Department319$143 12/31/2023
     IGM319$143 12/31/2023
Whittier Trust Co.306$137 12/31/2023
     IGM306$137 12/31/2023
Cutler Group LP $136 03/31/2024
     Call7,200$138 03/31/2024
     Put8,400$2 03/31/2024
Principal Securities Inc.303$136 12/31/2023
     IGM303$136 12/31/2023
ZRC Wealth Management LLC1,548$133 03/31/2024
     IGM1,548$133 03/31/2024
Huntington National Bank292$131 12/31/2023
     IGM292$131 12/31/2023
Baldwin Brothers Inc. MA1,272$110 03/31/2024
     IGM1,272$110 03/31/2024
Garde Capital Inc.235$105 12/31/2023
     IGM235$105 12/31/2023
Bogart Wealth LLC1,206$104 03/31/2024
     IGM1,206$104 03/31/2024
Harbour Investments Inc.228$102 12/31/2023
     IGM228$102 12/31/2023
Ancora Advisors LLC218$98 12/31/2023
     IGM218$98 12/31/2023
Qube Research & Technologies Ltd217$97 12/31/2023
     IGM217$97 12/31/2023
Montag A & Associates Inc.211$95 12/31/2023
     IGM211$95 12/31/2023
O Shaughnessy Asset Management LLC200$90 12/31/2023
     IGM200$90 12/31/2023
Tower Research Capital LLC TRC 192$86 12/31/2023
     IGM192$86 12/31/2023
Independence Bank of Kentucky960$83 03/31/2024
     IGM960$83 03/31/2024
Capital Analysts LLC166$74 12/31/2023
     IGM166$74 12/31/2023
Colonial Trust Co SC165$74 12/31/2023
     IGM165$74 12/31/2023
Bell Investment Advisors Inc145$65 12/31/2023
     IGM145$65 12/31/2023
Farther Finance Advisors LLC143$64 12/31/2023
     IGM143$64 12/31/2023
Fortis Group Advisors LLC134$60 12/31/2023
     IGM134$60 12/31/2023
EverSource Wealth Advisors LLC127$57 12/31/2023
     IGM127$57 12/31/2023
TD Waterhouse Canada Inc.130$57 12/31/2023
     IGM130$57 12/31/2023
HM Payson & Co.124$56 12/31/2023
     IGM124$56 12/31/2023
Investors Research Corp124$56 12/31/2023
     IGM124$56 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC123$55 12/31/2023
     IGM123$55 12/31/2023
Quadrant Capital Group LLC104$47 12/31/2023
     IGM104$47 12/31/2023
Y.D. More Investments Ltd100$45 12/31/2023
     IGM100$45 12/31/2023
Caitlin John LLC92$41 12/31/2023
     IGM92$41 12/31/2023
Missouri Trust & Investment Co90$40 12/31/2023
     IGM90$40 12/31/2023
Northwest Financial Advisors90$40 12/31/2023
     IGM90$40 12/31/2023
Atticus Wealth Management LLC444$38 03/31/2024
     IGM444$38 03/31/2024
Cambridge Trust Co.82$37 12/31/2023
     IGM82$37 12/31/2023
Concord Wealth Partners83$37 12/31/2023
     IGM83$37 12/31/2023
Bartlett & Co. LLC75$34 12/31/2023
     IGM75$34 12/31/2023
Bartlett & CO. Wealth Management LLC75$34 12/31/2023
     IGM75$34 12/31/2023
Cape Investment Advisory Inc.68$30 12/31/2023
     IGM68$30 12/31/2023
Pittenger & Anderson Inc.65$29 12/31/2023
     IGM65$29 12/31/2023
Anchor Investment Management LLC64$29 12/31/2023
     IGM64$29 12/31/2023
Allworth Financial LP309$27 03/31/2024
     IGM309$27 03/31/2024
Rockbridge Investment Management LCC60$27 12/31/2023
     IGM60$27 12/31/2023
Richard W. Paul & Associates LLC53$24 12/31/2023
     IGM53$24 12/31/2023
Northwest Capital Management Inc252$22 03/31/2024
     IGM252$22 03/31/2024
Blair William & Co. IL50$22 12/31/2023
     IGM50$22 12/31/2023
Matrix Private Capital Group LLC50$22 12/31/2023
     IGM50$22 12/31/2023
Asset Dedication LLC234$20 03/31/2024
     IGM234$20 03/31/2024
Capital Investment Advisory Services LLC222$19 03/31/2024
     IGM222$19 03/31/2024
Key Financial Inc43$19 12/31/2023
     IGM43$19 12/31/2023
Colonial Trust Advisors40$18 12/31/2023
     IGM40$18 12/31/2023
Avion Wealth35$16 12/31/2023
     IGM35$16 12/31/2023
Atlantic Edge Private Wealth Management LLC35$16 12/31/2023
     IGM35$16 12/31/2023
Horizon Investments LLC31$14 12/31/2023
     IGM31$14 12/31/2023
Venturi Wealth Management LLC150$13 03/31/2024
     IGM150$13 03/31/2024
Spire Wealth Management156$13 03/31/2024
     IGM156$13 03/31/2024
Beacon Capital Management LLC28$13 12/31/2023
     IGM28$13 12/31/2023
Cassady Schiller Wealth Management LLC25$11 12/31/2023
     IGM25$11 12/31/2023
Cedar Mountain Advisors LLC120$10 03/31/2024
     IGM120$10 03/31/2024
Archer Investment Corp19$9 12/31/2023
     IGM19$9 12/31/2023
Coastal Investment Advisors Inc.84$7 03/31/2024
     IGM84$7 03/31/2024
Cornerstone Planning Group LLC15$7 12/31/2023
     IGM15$7 12/31/2023
Dunhill Financial LLC16$7 12/31/2023
     IGM16$7 12/31/2023
Baystate Wealth Management LLC14$6 12/31/2023
     IGM14$6 12/31/2023
AdvisorNet Financial Inc60$5 03/31/2024
     IGM60$5 03/31/2024
Semmax Financial Advisors Inc.11$5 12/31/2023
     IGM11$5 12/31/2023
Founders Financial Alliance LLC12$5 12/31/2023
     IGM12$5 12/31/2023
Cardiff Park Advisors LLC11$5 12/31/2023
     IGM11$5 12/31/2023
NewSquare Capital LLC10$4 12/31/2023
     IGM10$4 12/31/2023
Goodwin Investment Advisory6$3 12/31/2023
     IGM6$3 12/31/2023
Larson Financial Group LLC5$2 12/31/2023
     IGM5$2 12/31/2023

See Summary: Institutional Holders of IGM
See Details: Top 10 Hedge Funds Holding IGM
Also See: IGM Holdings Changes

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