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On this page, we present all of the funds holding IWN from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IWN, with a link to that fund's top holdings. The next columns
indicate the amount of IWN stock held by each of the funds holding IWN, followed by the IWN position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 938 funds holding IWN within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding IWN), click the fund name in the "Holder" column of the funds-holding-IWN table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 6,093,656 | $946,528 | 12/31/2023 | IWN | 6,093,656 | $946,528 | 12/31/2023 | Bank of America Corp DE | | $891,013 | 12/31/2023 | IWN | 5,836,259 | $906,546 | 12/31/2023 | Put | 100,000 | $15,533 | 12/31/2023 | TIAA Trust National Association | 2,462,801 | $382,547 | 12/31/2023 | IWN | 2,462,801 | $382,547 | 12/31/2023 | Jones Financial Companies Lllp | 2,266,973 | $352,129 | 12/31/2023 | IWN | 2,266,973 | $352,129 | 12/31/2023 | Envestnet Asset Management Inc. | 1,906,170 | $296,085 | 12/31/2023 | IWN | 1,906,170 | $296,085 | 12/31/2023 | Starboard Value LP | 1,805,000 | $280,371 | 12/31/2023 | IWN | 1,805,000 | $280,371 | 12/31/2023 | Goldman Sachs Group Inc. | 1,477,442 | $229,491 | 12/31/2023 | IWN | 1,477,442 | $229,491 | 12/31/2023 | State Board of Administration of Florida Retirement System | 1,375,322 | $213,629 | 12/31/2023 | IWN | 1,375,322 | $213,629 | 12/31/2023 | Commonwealth Equity Services LLC | 1,208,666 | $187,742 | 12/31/2023 | IWN | 1,208,666 | $187,742 | 12/31/2023 | The PNC Financial Services Group Inc. | 1,203,046 | $186,869 | 12/31/2023 | IWN | 1,203,046 | $186,869 | 12/31/2023 | Wells Fargo & Company MN | 1,168,911 | $181,567 | 12/31/2023 | IWN | 1,168,911 | $181,567 | 12/31/2023 | UBS Group AG | 1,066,599 | $165,675 | 12/31/2023 | IWN | 1,066,599 | $165,675 | 12/31/2023 | D.A. Davidson & CO. | 1,001,799 | $155,609 | 12/31/2023 | IWN | 1,001,799 | $155,609 | 12/31/2023 | Betterment LLC | 978,758 | $152,030 | 12/31/2023 | IWN | 978,758 | $152,030 | 12/31/2023 | Alaska Permanent Fund Corp | 850,047 | $134,996 | 03/31/2024 | IWN | 850,047 | $134,996 | 03/31/2024 | Northern Trust Corp | 814,615 | $126,534 | 12/31/2023 | IWN | 814,615 | $126,534 | 12/31/2023 | LPL Financial LLC | 734,949 | $114,160 | 12/31/2023 | IWN | 734,949 | $114,160 | 12/31/2023 | M&T Bank Corp | 734,755 | $114,129 | 12/31/2023 | IWN | 734,755 | $114,129 | 12/31/2023 | US Bancorp DE | 691,201 | $107,364 | 12/31/2023 | IWN | 691,201 | $107,364 | 12/31/2023 | JPMorgan Chase & Co. | 668,880 | $103,897 | 12/31/2023 | IWN | 668,880 | $103,897 | 12/31/2023 | Victory Capital Management Inc. | 591,600 | $91,893 | 12/31/2023 | IWN | 591,600 | $91,893 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 588,004 | $91,335 | 12/31/2023 | IWN | 588,004 | $91,335 | 12/31/2023 | TFO TDC LLC | 579 | $86,914 | 12/31/2023 | IWN | 579 | $86,914 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 554,659 | $86,155 | 12/31/2023 | IWN | 554,659 | $86,155 | 12/31/2023 | Charles Schwab Investment Management Inc. | 537,463 | $83,484 | 12/31/2023 | IWN | 537,463 | $83,484 | 12/31/2023 | Allspring Global Investments Holdings LLC | 483,223 | $76,741 | 03/31/2024 | IWN | 483,223 | $76,741 | 03/31/2024 | Royal Bank of Canada | 479,968 | $74,551 | 12/31/2023 | IWN | 479,968 | $74,551 | 12/31/2023 | Bank of New York Mellon Corp | 454,732 | $70,634 | 12/31/2023 | IWN | 454,732 | $70,634 | 12/31/2023 | Commerce Bank | 406,706 | $63,174 | 12/31/2023 | IWN | 406,706 | $63,174 | 12/31/2023 | Jasper Ridge Partners L.P. | 386,679 | $60,063 | 12/31/2023 | IWN | 386,679 | $60,063 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 359,351 | $57,068 | 03/31/2024 | IWN | 359,351 | $57,068 | 03/31/2024 | Raymond James & Associates | 354,748 | $56,338 | 03/31/2024 | IWN | 354,748 | $56,338 | 03/31/2024 | Badgley Phelps Wealth Managers LLC | 350,076 | $54,377 | 12/31/2023 | IWN | 350,076 | $54,377 | 12/31/2023 | Sei Investments Co. | 342,704 | $53,233 | 12/31/2023 | IWN | 342,704 | $53,233 | 12/31/2023 | HighTower Advisors LLC | 322,474 | $50,092 | 12/31/2023 | IWN | 322,474 | $50,092 | 12/31/2023 | Rockefeller Capital Management L.P. | 319,639 | $49,650 | 12/31/2023 | IWN | 319,639 | $49,650 | 12/31/2023 | AMG National Trust Bank | 318,613 | $49,490 | 12/31/2023 | IWN | 318,613 | $49,490 | 12/31/2023 | Facet Wealth Inc. | 327,424 | $48,171 | 12/31/2023 | IWN | 327,424 | $48,171 | 12/31/2023 | Whittier Trust Co. | 296,825 | $46,106 | 12/31/2023 | IWN | 296,825 | $46,106 | 12/31/2023 | Ameriprise Financial Inc. | 292,797 | $45,567 | 12/31/2023 | IWN | 292,797 | $45,567 | 12/31/2023 | Waldron Private Wealth LLC | 284,145 | $44,136 | 12/31/2023 | IWN | 284,145 | $44,136 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 272,521 | $43,279 | 03/31/2024 | IWN | 272,521 | $43,279 | 03/31/2024 | Brown Advisory Inc. | 265,611 | $42,182 | 03/31/2024 | IWN | 265,611 | $42,182 | 03/31/2024 | Pathstone Holdings LLC | 244,423 | $37,966 | 12/31/2023 | IWN | 244,423 | $37,966 | 12/31/2023 | MAI Capital Management | 242,661 | $37,693 | 12/31/2023 | IWN | 242,661 | $37,693 | 12/31/2023 | Twin Tree Management LP | 240,955 | $37,428 | 12/31/2023 | IWN | 240,955 | $37,428 | 12/31/2023 | BlackRock Inc. | 230,738 | $35,841 | 12/31/2023 | IWN | 230,738 | $35,841 | 12/31/2023 | Comprehensive Financial Management LLC | 230,481 | $35,801 | 12/31/2023 | IWN | 230,481 | $35,801 | 12/31/2023 | Stephens Group Asset Management LLC | 225,060 | $35,742 | 03/31/2024 | IWN | 225,060 | $35,742 | 03/31/2024 | Advisors Preferred LLC | 229,420 | $35,517 | 12/31/2023 | IWN | 229,420 | $35,517 | 12/31/2023 | Truist Financial Corp | 223,564 | $34,726 | 12/31/2023 | IWN | 223,564 | $34,726 | 12/31/2023 | Pacific Life Fund Advisors LLC | 217,693 | $34,572 | 03/31/2024 | IWN | 217,693 | $34,572 | 03/31/2024 | RSM US Wealth Management LLC | 219,052 | $34,025 | 12/31/2023 | IWN | 219,052 | $34,025 | 12/31/2023 | Mariner LLC | 199,319 | $30,960 | 12/31/2023 | IWN | 199,319 | $30,960 | 12/31/2023 | Citadel Advisors LLC | | $30,173 | 12/31/2023 | Call | 234,800 | $36,471 | 12/31/2023 | Put | 42,800 | $6,648 | 12/31/2023 | IWN | 2,256 | $350 | 12/31/2023 | Bank of Montreal Can | 186,643 | $29,572 | 12/31/2023 | IWN | 186,643 | $29,572 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 190,418 | $29,565 | 12/31/2023 | IWN | 190,418 | $29,565 | 12/31/2023 | Stephens Inc. AR | 188,589 | $29,294 | 12/31/2023 | IWN | 188,589 | $29,294 | 12/31/2023 | Susquehanna International Group LLP | | $28,481 | 12/31/2023 | Call | 255,300 | $39,656 | 12/31/2023 | Put | 168,300 | $26,142 | 12/31/2023 | IWN | 96,357 | $14,967 | 12/31/2023 | Modera Wealth Management LLC | 164,315 | $25,523 | 12/31/2023 | IWN | 164,315 | $25,523 | 12/31/2023 | Castleark Management LLC | 163,710 | $25,429 | 12/31/2023 | IWN | 163,710 | $25,429 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 162,321 | $25,213 | 12/31/2023 | IWN | 162,321 | $25,213 | 12/31/2023 | Picton Mahoney Asset Management | 160,129 | $24,871 | 12/31/2023 | IWN | 160,129 | $24,871 | 12/31/2023 | Boston Private Wealth LLC | 160,028 | $24,857 | 12/31/2023 | IWN | 160,028 | $24,857 | 12/31/2023 | Wade G W & Inc. | 152,390 | $23,671 | 12/31/2023 | IWN | 152,390 | $23,671 | 12/31/2023 | Courier Capital LLC | 145,572 | $23,118 | 03/31/2024 | IWN | 145,572 | $23,118 | 03/31/2024 | Principal Financial Group Inc. | 147,535 | $22,917 | 12/31/2023 | IWN | 147,535 | $22,917 | 12/31/2023 | Captrust Financial Advisors | 145,299 | $22,569 | 12/31/2023 | IWN | 145,299 | $22,569 | 12/31/2023 | Duff & Phelps Investment Management Co. | 143,990 | $22,366 | 12/31/2023 | IWN | 143,990 | $22,366 | 12/31/2023 | SRS Capital Advisors Inc. | 140,583 | $21,837 | 12/31/2023 | IWN | 140,583 | $21,837 | 12/31/2023 | Two Sigma Investments LP | 138,300 | $21,482 | 12/31/2023 | IWN | 138,300 | $21,482 | 12/31/2023 | CI Private Wealth LLC | 137,933 | $21,425 | 12/31/2023 | IWN | 137,933 | $21,425 | 12/31/2023 | Johnson Investment Counsel Inc. | 137,803 | $21,405 | 12/31/2023 | IWN | 137,803 | $21,405 | 12/31/2023 | Citigroup Inc. | 132,378 | $20,562 | 12/31/2023 | IWN | 132,378 | $20,562 | 12/31/2023 | Advisor Group Holdings Inc. | 127,668 | $19,837 | 12/31/2023 | IWN | 127,668 | $19,837 | 12/31/2023 | Baird Financial Group Inc. | 127,164 | $19,752 | 12/31/2023 | IWN | 127,164 | $19,752 | 12/31/2023 | Prudential Financial Inc. | 125,663 | $19,519 | 12/31/2023 | IWN | 125,663 | $19,519 | 12/31/2023 | Zions Bancorporation N.A. | 124,771 | $19,381 | 12/31/2023 | IWN | 124,771 | $19,381 | 12/31/2023 | Neuberger Berman Group LLC | 121,182 | $18,823 | 12/31/2023 | IWN | 121,182 | $18,823 | 12/31/2023 | Fuller & Thaler Asset Management Inc. | 117,124 | $18,193 | 12/31/2023 | IWN | 117,124 | $18,193 | 12/31/2023 | Comerica Bank | 116,978 | $18,170 | 12/31/2023 | IWN | 116,978 | $18,170 | 12/31/2023 | Covenant Partners LLC | 114,842 | $17,838 | 12/31/2023 | IWN | 114,842 | $17,838 | 12/31/2023 | Fiduciary Trust Co. | 113,803 | $17,677 | 12/31/2023 | IWN | 113,803 | $17,677 | 12/31/2023 | Zhang Financial LLC | 110,189 | $17,499 | 03/31/2024 | IWN | 110,189 | $17,499 | 03/31/2024 | Vestcor Inc | 110,500 | $17,164 | 12/31/2023 | IWN | 110,500 | $17,164 | 12/31/2023 | Aristotle Capital Boston LLC | 109,869 | $17,066 | 12/31/2023 | IWN | 109,869 | $17,066 | 12/31/2023 | Savant Capital LLC | 109,857 | $17,064 | 12/31/2023 | IWN | 109,857 | $17,064 | 12/31/2023 | FMR LLC | 107,922 | $16,763 | 12/31/2023 | IWN | 107,922 | $16,763 | 12/31/2023 | Fifth Third Bancorp | 104,922 | $16,663 | 03/31/2024 | IWN | 104,922 | $16,663 | 03/31/2024 | Stifel Financial Corp | 102,612 | $15,940 | 12/31/2023 | IWN | 102,612 | $15,940 | 12/31/2023 | Synovus Financial Corp | 96,249 | $14,951 | 12/31/2023 | IWN | 96,249 | $14,951 | 12/31/2023 | Aspiriant LLC | 91,402 | $14,516 | 03/31/2024 | IWN | 91,402 | $14,516 | 03/31/2024 | Cetera Advisor Networks LLC | 90,919 | $14,123 | 12/31/2023 | IWN | 90,919 | $14,123 | 12/31/2023 | Thompson Siegel & Walmsley LLC | 89,632 | $13,923 | 12/31/2023 | IWN | 89,632 | $13,923 | 12/31/2023 | Flaharty Asset Management LLC | 87,435 | $13,581 | 12/31/2023 | IWN | 87,435 | $13,581 | 12/31/2023 | Cerity Partners LLC | 85,854 | $13,336 | 12/31/2023 | IWN | 85,854 | $13,336 | 12/31/2023 | CHURCHILL MANAGEMENT Corp | 80,104 | $12,721 | 03/31/2024 | IWN | 80,104 | $12,721 | 03/31/2024 | Gendell Jeffrey L | 81,876 | $12,718 | 12/31/2023 | IWN | 81,876 | $12,718 | 12/31/2023 | Sonata Capital Group Inc. | 80,992 | $12,580 | 12/31/2023 | IWN | 80,992 | $12,580 | 12/31/2023 | Powell Investment Advisors LLC | 77,076 | $12,240 | 03/31/2024 | IWN | 77,076 | $12,240 | 03/31/2024 | Creative Planning | 78,567 | $12,204 | 12/31/2023 | IWN | 78,567 | $12,204 | 12/31/2023 | Congress Wealth Management LLC DE | 75,870 | $12,049 | 03/31/2024 | IWN | 75,870 | $12,049 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 77,476 | $12,036 | 12/31/2023 | IWN | 77,476 | $12,036 | 12/31/2023 | Alliancebernstein L.P. | 76,698 | $11,914 | 12/31/2023 | IWN | 76,698 | $11,914 | 12/31/2023 | Warren Averett Asset Management LLC | 76,489 | $11,881 | 12/31/2023 | IWN | 76,489 | $11,881 | 12/31/2023 | Moneta Group Investment Advisors LLC | 76,165 | $11,831 | 12/31/2023 | IWN | 76,165 | $11,831 | 12/31/2023 | Performa Ltd US LLC | 76,105 | $11,821 | 12/31/2023 | IWN | 76,105 | $11,821 | 12/31/2023 | Earnest Partners LLC | 74,904 | $11,635 | 12/31/2023 | IWN | 74,904 | $11,635 | 12/31/2023 | MMA Asset Management LLC | 76,778 | $11,542 | 12/31/2023 | IWN | 76,778 | $11,542 | 12/31/2023 | New South Capital Management Inc. | 72,861 | $11,318 | 12/31/2023 | IWN | 72,861 | $11,318 | 12/31/2023 | Wellington Management Group LLP | 72,854 | $11,316 | 12/31/2023 | IWN | 72,854 | $11,316 | 12/31/2023 | Hillcrest Wealth Advisors NY LLC | 70,755 | $11,237 | 03/31/2024 | IWN | 70,755 | $11,237 | 03/31/2024 | Cetera Investment Advisers | 71,787 | $11,151 | 12/31/2023 | IWN | 71,787 | $11,151 | 12/31/2023 | First Horizon Advisors Inc. | 71,433 | $11,096 | 12/31/2023 | IWN | 71,433 | $11,096 | 12/31/2023 | Kettle Hill Capital Management LLC | 70,069 | $10,884 | 12/31/2023 | IWN | 70,069 | $10,884 | 12/31/2023 | Franklin Resources Inc. | 69,894 | $10,857 | 12/31/2023 | IWN | 69,894 | $10,857 | 12/31/2023 | Public Employees Retirement System of Ohio | 68,420 | $10,628 | 12/31/2023 | IWN | 68,420 | $10,628 | 12/31/2023 | Keybank National Association OH | 66,812 | $10,378 | 12/31/2023 | IWN | 66,812 | $10,378 | 12/31/2023 | Kestra Private Wealth Services LLC | 66,370 | $10,309 | 12/31/2023 | IWN | 66,370 | $10,309 | 12/31/2023 | Qube Research & Technologies Ltd | 65,930 | $10,241 | 12/31/2023 | IWN | 65,930 | $10,241 | 12/31/2023 | LBJ Family Wealth Advisors Ltd. | 64,260 | $10,205 | 03/31/2024 | IWN | 64,260 | $10,205 | 03/31/2024 | Silvercrest Asset Management Group LLC | 65,537 | $10,180 | 12/31/2023 | IWN | 65,537 | $10,180 | 12/31/2023 | Harbor Investment Advisory LLC | 63,638 | $10,106 | 03/31/2024 | IWN | 63,638 | $10,106 | 03/31/2024 | Azarias Capital Management L.P. | 63,093 | $10,020 | 03/31/2024 | IWN | 63,093 | $10,020 | 03/31/2024 | BNP Paribas Arbitrage SA | 64,445 | $10,010 | 12/31/2023 | IWN | 64,445 | $10,010 | 12/31/2023 | Glenmede Trust Co. NA | 64,339 | $9,994 | 12/31/2023 | IWN | 64,339 | $9,994 | 12/31/2023 | RTD Financial Advisors Inc. | 61,195 | $9,718 | 03/31/2024 | IWN | 61,195 | $9,718 | 03/31/2024 | Colony Group LLC | 62,261 | $9,671 | 12/31/2023 | IWN | 62,261 | $9,671 | 12/31/2023 | Carolinas Wealth Consulting LLC | 62,050 | $9,638 | 12/31/2023 | IWN | 62,050 | $9,638 | 12/31/2023 | Strategic Wealth Partners Group LLC | 59,837 | $9,294 | 12/31/2023 | IWN | 59,837 | $9,294 | 12/31/2023 | Royce & Associates LP | 57,972 | $9,005 | 12/31/2023 | IWN | 57,972 | $9,005 | 12/31/2023 | Crestone Asset Management LLC | 57,649 | $8,955 | 12/31/2023 | IWN | 57,649 | $8,955 | 12/31/2023 | One Capital Management LLC | 57,120 | $8,872 | 12/31/2023 | IWN | 57,120 | $8,872 | 12/31/2023 | Blair William & Co. IL | 57,064 | $8,864 | 12/31/2023 | IWN | 57,064 | $8,864 | 12/31/2023 | Peapack Gladstone Financial Corp | 55,927 | $8,687 | 12/31/2023 | IWN | 55,927 | $8,687 | 12/31/2023 | Pure Financial Advisors Inc. | 53,248 | $8,456 | 03/31/2024 | IWN | 53,248 | $8,456 | 03/31/2024 | FSA Wealth Management LLC | 54,306 | $8,435 | 12/31/2023 | IWN | 54,306 | $8,435 | 12/31/2023 | Allworth Financial LP | 53,450 | $8,302 | 12/31/2023 | IWN | 53,450 | $8,302 | 12/31/2023 | Brooklyn FI LLC | 51,565 | $8,189 | 03/31/2024 | IWN | 51,565 | $8,189 | 03/31/2024 | CIBC Private Wealth Group LLC | 52,646 | $8,177 | 12/31/2023 | IWN | 52,646 | $8,177 | 12/31/2023 | State Street Corp | 52,300 | $8,124 | 12/31/2023 | IWN | 52,300 | $8,124 | 12/31/2023 | Vaughan Nelson Investment Management L.P. | 49,935 | $7,930 | 03/31/2024 | IWN | 49,935 | $7,930 | 03/31/2024 | Hsbc Holdings PLC | 49,586 | $7,703 | 12/31/2023 | IWN | 49,586 | $7,703 | 12/31/2023 | EP Wealth Advisors LLC | 49,147 | $7,634 | 12/31/2023 | IWN | 49,147 | $7,634 | 12/31/2023 | CM Wealth Advisors LLC | 47,702 | $7,410 | 12/31/2023 | IWN | 47,702 | $7,410 | 12/31/2023 | TD Waterhouse Canada Inc. | 47,673 | $7,405 | 12/31/2023 | IWN | 47,673 | $7,405 | 12/31/2023 | Marion Wealth Management | 46,418 | $7,372 | 03/31/2024 | IWN | 46,418 | $7,372 | 03/31/2024 | Sontag Advisory LLC | 46,909 | $7,286 | 12/31/2023 | IWN | 46,909 | $7,286 | 12/31/2023 | Carnegie Capital Asset Management LLC | 46,659 | $7,247 | 12/31/2023 | IWN | 46,659 | $7,247 | 12/31/2023 | Corundum Group Inc. | 44,912 | $7,132 | 03/31/2024 | IWN | 44,912 | $7,132 | 03/31/2024 | Avantax Advisory Services Inc. | 45,723 | $7,102 | 12/31/2023 | IWN | 45,723 | $7,102 | 12/31/2023 | Kestra Advisory Services LLC | 45,656 | $7,092 | 12/31/2023 | IWN | 45,656 | $7,092 | 12/31/2023 | Ariel Investments LLC | 45,347 | $7,044 | 12/31/2023 | IWN | 45,347 | $7,044 | 12/31/2023 | Brandywine Global Investment Management LLC | 44,685 | $6,941 | 12/31/2023 | IWN | 44,685 | $6,941 | 12/31/2023 | Systematic Financial Management LP | 44,676 | $6,940 | 12/31/2023 | IWN | 44,676 | $6,940 | 12/31/2023 | Bishop & Co Investment Management LLC | 44,665 | $6,938 | 12/31/2023 | IWN | 44,665 | $6,938 | 12/31/2023 | Venture Visionary Partners LLC | 44,144 | $6,857 | 12/31/2023 | IWN | 44,144 | $6,857 | 12/31/2023 | TD Asset Management Inc. | 43,788 | $6,802 | 12/31/2023 | IWN | 43,788 | $6,802 | 12/31/2023 | Buckingham Strategic Wealth LLC | 43,686 | $6,786 | 12/31/2023 | IWN | 43,686 | $6,786 | 12/31/2023 | Towle & Co. | 42,190 | $6,553 | 12/31/2023 | IWN | 42,190 | $6,553 | 12/31/2023 | Barclays PLC | | $6,297 | 12/31/2023 | Call | 27,000 | $4,194 | 12/31/2023 | IWN | 13,543 | $2,103 | 12/31/2023 | Sierra Capital LLC | 38,843 | $6,033 | 12/31/2023 | IWN | 38,843 | $6,033 | 12/31/2023 | Brookstone Capital Management | 37,909 | $6,020 | 03/31/2024 | IWN | 37,909 | $6,020 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 37,419 | $5,812 | 12/31/2023 | IWN | 37,419 | $5,812 | 12/31/2023 | Wesbanco Bank Inc. | 35,827 | $5,690 | 03/31/2024 | IWN | 35,827 | $5,690 | 03/31/2024 | Cetera Advisors LLC | 36,351 | $5,646 | 12/31/2023 | IWN | 36,351 | $5,646 | 12/31/2023 | Hancock Whitney Corp | 35,104 | $5,453 | 12/31/2023 | IWN | 35,104 | $5,453 | 12/31/2023 | HB Wealth Management LLC | 35,090 | $5,451 | 12/31/2023 | IWN | 35,090 | $5,451 | 12/31/2023 | Independent Family Office LLC | 34,985 | $5,434 | 12/31/2023 | IWN | 34,985 | $5,434 | 12/31/2023 | Viewpoint Capital Management LLC | 34,023 | $5,403 | 03/31/2024 | IWN | 34,023 | $5,403 | 03/31/2024 | Tradition Wealth Management LLC | 34,257 | $5,321 | 12/31/2023 | IWN | 34,257 | $5,321 | 12/31/2023 | Oxford Financial Group Ltd. | 34,166 | $5,307 | 12/31/2023 | IWN | 34,166 | $5,307 | 12/31/2023 | Boston Partners | 34,360 | $5,307 | 12/31/2023 | IWN | 34,360 | $5,307 | 12/31/2023 | Idaho Trust Bank | 34,132 | $5,302 | 12/31/2023 | IWN | 34,132 | $5,302 | 12/31/2023 | Oldfather Financial Services LLC | 33,167 | $5,152 | 12/31/2023 | IWN | 33,167 | $5,152 | 12/31/2023 | SSI Investment Management LLC | 32,430 | $5,037 | 12/31/2023 | IWN | 32,430 | $5,037 | 12/31/2023 | Droms Strauss Advisors Inc. MO ADV | 32,225 | $5,005 | 12/31/2023 | IWN | 32,225 | $5,005 | 12/31/2023 | Northeast Financial Consultants Inc | 31,923 | $4,959 | 12/31/2023 | IWN | 31,923 | $4,959 | 12/31/2023 | MML Investors Services LLC | 31,906 | $4,956 | 12/31/2023 | IWN | 31,906 | $4,956 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 30,990 | $4,922 | 03/31/2024 | IWN | 30,990 | $4,922 | 03/31/2024 | Private Advisor Group LLC | 31,448 | $4,885 | 12/31/2023 | IWN | 31,448 | $4,885 | 12/31/2023 | Heron Bay Capital Management | 31,091 | $4,829 | 12/31/2023 | IWN | 31,091 | $4,829 | 12/31/2023 | Cresset Asset Management LLC | 31,078 | $4,827 | 12/31/2023 | IWN | 31,078 | $4,827 | 12/31/2023 | XML Financial LLC | 30,941 | $4,806 | 12/31/2023 | IWN | 30,941 | $4,806 | 12/31/2023 | Titleist Asset Management LLC | 30,466 | $4,732 | 12/31/2023 | IWN | 30,466 | $4,732 | 12/31/2023 | Northwest Wealth Management LLC | 30,296 | $4,706 | 12/31/2023 | IWN | 30,296 | $4,706 | 12/31/2023 | Tocqueville Asset Management L.P. | 29,947 | $4,652 | 12/31/2023 | IWN | 29,947 | $4,652 | 12/31/2023 | McLean Asset Management Corp | 29,249 | $4,576 | 03/31/2024 | IWN | 29,249 | $4,576 | 03/31/2024 | Bridgeway Capital Management Inc. | 29,255 | $4,544 | 12/31/2023 | IWN | 29,255 | $4,544 | 12/31/2023 | Bailard Inc. | 29,017 | $4,507 | 12/31/2023 | IWN | 29,017 | $4,507 | 12/31/2023 | Archvest Wealth Advisors Inc. | 28,428 | $4,416 | 12/31/2023 | IWN | 28,428 | $4,416 | 12/31/2023 | CWM LLC | 27,277 | $4,332 | 03/31/2024 | IWN | 27,277 | $4,332 | 03/31/2024 | Taylor Cottrill Erickson & Associates Inc. | 27,846 | $4,325 | 12/31/2023 | IWN | 27,846 | $4,325 | 12/31/2023 | Noble Family Wealth LLC | 26,464 | $4,203 | 03/31/2024 | IWN | 26,464 | $4,203 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 26,461 | $4,202 | 03/31/2024 | IWN | 26,461 | $4,202 | 03/31/2024 | BOKF NA | 26,762 | $4,157 | 12/31/2023 | IWN | 26,762 | $4,157 | 12/31/2023 | United Asset Strategies Inc. | 25,746 | $4,089 | 03/31/2024 | IWN | 25,746 | $4,089 | 03/31/2024 | Verdad Advisers LP | 26,000 | $4,039 | 12/31/2023 | IWN | 26,000 | $4,039 | 12/31/2023 | Janney Montgomery Scott LLC | 25,844 | $4,014 | 12/31/2023 | IWN | 25,844 | $4,014 | 12/31/2023 | Segall Bryant & Hamill LLC | 25,746 | $3,999 | 12/31/2023 | IWN | 25,746 | $3,999 | 12/31/2023 | Parkside Financial Bank & Trust | 25,459 | $3,954 | 12/31/2023 | IWN | 25,459 | $3,954 | 12/31/2023 | Credit Suisse AG | 25,043 | $3,890 | 12/31/2023 | IWN | 25,043 | $3,890 | 12/31/2023 | Equitable Holdings Inc. | 24,751 | $3,845 | 12/31/2023 | IWN | 24,751 | $3,845 | 12/31/2023 | Financial Counselors Inc. | 24,466 | $3,800 | 12/31/2023 | IWN | 24,466 | $3,800 | 12/31/2023 | Atlas Capital Advisors LLC | 23,911 | $3,797 | 03/31/2024 | IWN | 23,911 | $3,797 | 03/31/2024 | GWM Advisors LLC | 24,525 | $3,769 | 12/31/2023 | IWN | 24,525 | $3,769 | 12/31/2023 | SCS Capital Management LLC | 23,791 | $3,695 | 12/31/2023 | IWN | 23,791 | $3,695 | 12/31/2023 | Prosperity Planning Inc. | 23,233 | $3,690 | 03/31/2024 | IWN | 23,233 | $3,690 | 03/31/2024 | First Citizens Bank & Trust Co. | 22,818 | $3,624 | 03/31/2024 | IWN | 22,818 | $3,624 | 03/31/2024 | Leeward Investments LLC MA | 22,746 | $3,612 | 03/31/2024 | IWN | 22,746 | $3,612 | 03/31/2024 | Graves Light Private Wealth Management Inc. | 22,884 | $3,555 | 12/31/2023 | IWN | 22,884 | $3,555 | 12/31/2023 | Two Sigma Advisers LP | 22,700 | $3,526 | 12/31/2023 | IWN | 22,700 | $3,526 | 12/31/2023 | Adviser Investments LLC | 22,555 | $3,503 | 12/31/2023 | IWN | 22,555 | $3,503 | 12/31/2023 | Lwmg LLC | 22,457 | $3,488 | 12/31/2023 | IWN | 22,457 | $3,488 | 12/31/2023 | Raymond James Trust N.A. | 21,709 | $3,448 | 03/31/2024 | IWN | 21,709 | $3,448 | 03/31/2024 | Foundation Wealth Management LLC | 22,149 | $3,440 | 12/31/2023 | IWN | 22,149 | $3,440 | 12/31/2023 | German American Bancorp Inc. | 21,878 | $3,398 | 12/31/2023 | IWN | 21,878 | $3,398 | 12/31/2023 | Investment Partners LTD. | 21,099 | $3,351 | 03/31/2024 | IWN | 21,099 | $3,351 | 03/31/2024 | GTS Securities LLC | | $3,324 | 12/31/2023 | Call | 34,600 | $5,374 | 12/31/2023 | Put | 13,200 | $2,050 | 12/31/2023 | Atlas Brown Inc. | 20,856 | $3,312 | 03/31/2024 | IWN | 20,856 | $3,312 | 03/31/2024 | Putnam FL Investment Management Co. | 20,722 | $3,219 | 12/31/2023 | IWN | 20,722 | $3,219 | 12/31/2023 | City Holding Co. | 20,086 | $3,190 | 03/31/2024 | IWN | 20,086 | $3,190 | 03/31/2024 | Country Club Bank GFN | 19,928 | $3,165 | 03/31/2024 | IWN | 19,928 | $3,165 | 03/31/2024 | Tobias Financial Advisors Inc. | 20,246 | $3,145 | 12/31/2023 | IWN | 20,246 | $3,145 | 12/31/2023 | MY Purposeful Wealth CORP. | 20,089 | $3,120 | 12/31/2023 | IWN | 20,089 | $3,120 | 12/31/2023 | Texas Yale Capital Corp. | 19,869 | $3,086 | 12/31/2023 | IWN | 19,869 | $3,086 | 12/31/2023 | GHP Investment Advisors Inc. | 19,339 | $3,071 | 03/31/2024 | IWN | 19,339 | $3,071 | 03/31/2024 | Integrated Investment Consultants LLC | 19,311 | $3,067 | 03/31/2024 | IWN | 19,311 | $3,067 | 03/31/2024 | Harbour Investments Inc. | 19,680 | $3,057 | 12/31/2023 | IWN | 19,680 | $3,057 | 12/31/2023 | First Hawaiian Bank | 19,179 | $3,046 | 03/31/2024 | IWN | 19,179 | $3,046 | 03/31/2024 | Bare Financial Services Inc | 19,475 | $3,025 | 12/31/2023 | IWN | 19,475 | $3,025 | 12/31/2023 | Meeder Asset Management Inc. | 19,422 | $3,017 | 12/31/2023 | IWN | 19,422 | $3,017 | 12/31/2023 | Visionary Wealth Advisors | 19,397 | $3,013 | 12/31/2023 | IWN | 19,397 | $3,013 | 12/31/2023 | CENTRAL TRUST Co | 18,914 | $3,004 | 03/31/2024 | IWN | 18,914 | $3,004 | 03/31/2024 | Vance Wealth Inc. | 18,994 | $2,950 | 12/31/2023 | IWN | 18,994 | $2,950 | 12/31/2023 | StrategIQ Financial Group LLC | 18,752 | $2,913 | 12/31/2023 | IWN | 18,752 | $2,913 | 12/31/2023 | Bridges Investment Management Inc. | 18,636 | $2,895 | 12/31/2023 | IWN | 18,636 | $2,895 | 12/31/2023 | Stock Yards Bank & Trust Co. | 18,586 | $2,887 | 12/31/2023 | IWN | 18,586 | $2,887 | 12/31/2023 | Pacific Ridge Capital Partners LLC | 18,115 | $2,814 | 12/31/2023 | IWN | 18,115 | $2,814 | 12/31/2023 | Atria Wealth Solutions Inc. | 18,042 | $2,802 | 12/31/2023 | IWN | 18,042 | $2,802 | 12/31/2023 | FMA Wealth Management LLC | 17,629 | $2,740 | 12/31/2023 | IWN | 17,629 | $2,740 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 17,505 | $2,719 | 12/31/2023 | IWN | 17,505 | $2,719 | 12/31/2023 | Concurrent Investment Advisors LLC | 17,364 | $2,697 | 12/31/2023 | IWN | 17,364 | $2,697 | 12/31/2023 | Beacon Pointe Advisors LLC | 17,159 | $2,665 | 12/31/2023 | IWN | 17,159 | $2,665 | 12/31/2023 | HBK Sorce Advisory LLC | 17,138 | $2,662 | 12/31/2023 | IWN | 17,138 | $2,662 | 12/31/2023 | Grimes & Company Inc. | 16,544 | $2,627 | 03/31/2024 | IWN | 16,544 | $2,627 | 03/31/2024 | Geneos Wealth Management Inc. | 16,620 | $2,582 | 12/31/2023 | IWN | 16,620 | $2,582 | 12/31/2023 | Bartlett & Co. LLC | 16,147 | $2,547 | 12/31/2023 | IWN | 16,147 | $2,547 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 16,147 | $2,547 | 12/31/2023 | IWN | 16,147 | $2,547 | 12/31/2023 | Concentric Wealth Management LLC | 16,141 | $2,507 | 12/31/2023 | IWN | 16,141 | $2,507 | 12/31/2023 | Oppenheimer Asset Management Inc. | 16,030 | $2,490 | 12/31/2023 | IWN | 16,030 | $2,490 | 12/31/2023 | UMB Bank N A MO | 15,921 | $2,473 | 12/31/2023 | IWN | 15,921 | $2,473 | 12/31/2023 | Punch & Associates Investment Management Inc. | | $2,462 | 12/31/2023 | Call | 16 | $2,460 | 12/31/2023 | IWN | 16 | $2 | 12/31/2023 | Asset Management Group Inc. | 15,750 | $2,446 | 12/31/2023 | IWN | 15,750 | $2,446 | 12/31/2023 | Alera Investment Advisors LLC | 15,720 | $2,442 | 12/31/2023 | IWN | 15,720 | $2,442 | 12/31/2023 | St. Louis Trust Co | 15,710 | $2,440 | 12/31/2023 | IWN | 15,710 | $2,440 | 12/31/2023 | Falcon Wealth Planning | 15,281 | $2,427 | 03/31/2024 | IWN | 15,281 | $2,427 | 03/31/2024 | Wealthsource Partners LLC | 15,549 | $2,415 | 12/31/2023 | IWN | 15,549 | $2,415 | 12/31/2023 | Global Retirement Partners LLC | 14,995 | $2,381 | 03/31/2024 | IWN | 14,995 | $2,381 | 03/31/2024 | Wealth Architects LLC | 15,177 | $2,358 | 12/31/2023 | IWN | 15,177 | $2,358 | 12/31/2023 | William Blair Investment Management LLC | 14,662 | $2,277 | 12/31/2023 | IWN | 14,662 | $2,277 | 12/31/2023 | Natixis Advisors L.P. | 14,040 | $2,230 | 03/31/2024 | IWN | 14,040 | $2,230 | 03/31/2024 | Pinnacle Financial Partners Inc. | 14,317 | $2,224 | 12/31/2023 | IWN | 14,317 | $2,224 | 12/31/2023 | Lowe Brockenbrough & Co. Inc. | 14,313 | $2,223 | 12/31/2023 | IWN | 14,313 | $2,223 | 12/31/2023 | Capstone Investment Advisors LLC | 14,282 | $2,218 | 12/31/2023 | IWN | 14,282 | $2,218 | 12/31/2023 | Windward Private Wealth Management Inc. | 13,945 | $2,166 | 12/31/2023 | IWN | 13,945 | $2,166 | 12/31/2023 | Wealth Dimensions Group Ltd. | 13,539 | $2,103 | 12/31/2023 | IWN | 13,539 | $2,103 | 12/31/2023 | Jordan Park Group LLC | 13,505 | $2,098 | 12/31/2023 | IWN | 13,505 | $2,098 | 12/31/2023 | Verus Capital Partners LLC | 13,498 | $2,097 | 12/31/2023 | IWN | 13,498 | $2,097 | 12/31/2023 | Hardy Reed LLC | 13,312 | $2,068 | 12/31/2023 | IWN | 13,312 | $2,068 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 13,283 | $2,063 | 12/31/2023 | IWN | 13,283 | $2,063 | 12/31/2023 | Lido Advisors LLC | 13,262 | $2,060 | 12/31/2023 | IWN | 13,262 | $2,060 | 12/31/2023 | Maltin Wealth Management Inc. | 12,878 | $2,045 | 03/31/2024 | IWN | 12,878 | $2,045 | 03/31/2024 | Redmont Wealth Advisors LLC | 12,552 | $1,993 | 03/31/2024 | IWN | 12,552 | $1,993 | 03/31/2024 | Washington Trust Bank | 12,829 | $1,993 | 12/31/2023 | IWN | 12,829 | $1,993 | 12/31/2023 | Wealthcare Advisory Partners LLC | 12,524 | $1,989 | 03/31/2024 | IWN | 12,524 | $1,989 | 03/31/2024 | Klingman & Associates LLC | 12,671 | $1,968 | 12/31/2023 | IWN | 12,671 | $1,968 | 12/31/2023 | Sandy Spring Bank | 12,370 | $1,921 | 12/31/2023 | IWN | 12,370 | $1,921 | 12/31/2023 | Fifth Third Securities Inc. | 12,046 | $1,913 | 03/31/2024 | IWN | 12,046 | $1,913 | 03/31/2024 | ARK & TLK Investments LLC | 12,268 | $1,906 | 12/31/2023 | IWN | 12,268 | $1,906 | 12/31/2023 | SkyOak Wealth LLC | 12,148 | $1,887 | 12/31/2023 | IWN | 12,148 | $1,887 | 12/31/2023 | Farmers & Merchants Investments Inc. | 11,873 | $1,886 | 03/31/2024 | IWN | 11,873 | $1,886 | 03/31/2024 | Vawter Financial Ltd. | 12,134 | $1,885 | 12/31/2023 | IWN | 12,134 | $1,885 | 12/31/2023 | Towerpoint Wealth LLC | 11,809 | $1,875 | 03/31/2024 | IWN | 11,809 | $1,875 | 03/31/2024 | Guggenheim Capital LLC | 11,483 | $1,784 | 12/31/2023 | IWN | 11,483 | $1,784 | 12/31/2023 | Lowery Thomas LLC | 11,268 | $1,750 | 12/31/2023 | IWN | 11,268 | $1,750 | 12/31/2023 | MV Capital Management Inc. | 10,911 | $1,733 | 03/31/2024 | IWN | 10,911 | $1,733 | 03/31/2024 | Clayton Financial Group LLC | 11,158 | $1,733 | 12/31/2023 | IWN | 11,158 | $1,733 | 12/31/2023 | American Financial Advisors LLC | 10,862 | $1,725 | 03/31/2024 | IWN | 10,862 | $1,725 | 03/31/2024 | Roundview Capital LLC | 11,065 | $1,719 | 12/31/2023 | IWN | 11,065 | $1,719 | 12/31/2023 | Steward Partners Investment Advisory LLC | 10,924 | $1,697 | 12/31/2023 | IWN | 10,924 | $1,697 | 12/31/2023 | Quadrant Capital Group LLC | 10,914 | $1,695 | 12/31/2023 | IWN | 10,914 | $1,695 | 12/31/2023 | Sowell Financial Services LLC | 10,809 | $1,679 | 12/31/2023 | IWN | 10,809 | $1,679 | 12/31/2023 | Vanguard Group Inc. | 10,766 | $1,672 | 12/31/2023 | IWN | 10,766 | $1,672 | 12/31/2023 | Transcendent Capital Group LLC | 10,747 | $1,669 | 03/31/2024 | IWN | 10,747 | $1,669 | 03/31/2024 | Regions Financial Corp | 10,495 | $1,667 | 03/31/2024 | IWN | 10,495 | $1,667 | 03/31/2024 | Valeo Financial Advisors LLC | 10,970 | $1,660 | 03/31/2024 | IWN | 10,970 | $1,660 | 03/31/2024 | Cornerstone Wealth Advisors Inc. | 10,432 | $1,657 | 03/31/2024 | IWN | 10,432 | $1,657 | 03/31/2024 | Capital Fund Management S.A. | | $1,655 | 12/31/2023 | Put | 28,000 | $4,349 | 12/31/2023 | IWN | 19,950 | $3,099 | 12/31/2023 | Call | 18,700 | $2,905 | 12/31/2023 | Toronto Dominion Bank | 10,619 | $1,649 | 12/31/2023 | IWN | 10,619 | $1,649 | 12/31/2023 | Financial Advisory Service Inc. | 10,551 | $1,639 | 12/31/2023 | IWN | 10,551 | $1,639 | 12/31/2023 | Evercore Wealth Management LLC | 10,534 | $1,636 | 12/31/2023 | IWN | 10,534 | $1,636 | 12/31/2023 | Shakespeare Wealth Management Inc. | 10,430 | $1,620 | 12/31/2023 | IWN | 10,430 | $1,620 | 12/31/2023 | Keeley Teton Advisors LLC | 10,255 | $1,593 | 12/31/2023 | IWN | 10,255 | $1,593 | 12/31/2023 | Huntington National Bank | 10,180 | $1,581 | 12/31/2023 | IWN | 10,180 | $1,581 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 9,910 | $1,574 | 03/31/2024 | IWN | 9,910 | $1,574 | 03/31/2024 | Change Path LLC | 10,132 | $1,574 | 12/31/2023 | IWN | 10,132 | $1,574 | 12/31/2023 | Wsfs Capital Management LLC | 10,064 | $1,563 | 12/31/2023 | IWN | 10,064 | $1,563 | 12/31/2023 | Legacy Bridge LLC | 9,730 | $1,545 | 03/31/2024 | IWN | 9,730 | $1,545 | 03/31/2024 | Financial Planning & Information Services Inc. | 9,949 | $1,545 | 12/31/2023 | IWN | 9,949 | $1,545 | 12/31/2023 | Kovitz Investment Group Partners LLC | 9,887 | $1,536 | 12/31/2023 | IWN | 9,887 | $1,536 | 12/31/2023 | Wealthfront Advisers LLC | 9,657 | $1,534 | 03/31/2024 | IWN | 9,657 | $1,534 | 03/31/2024 | First Commonwealth Financial Corp PA | 9,825 | $1,526 | 12/31/2023 | IWN | 9,825 | $1,526 | 12/31/2023 | Meridian Wealth Management LLC | 9,827 | $1,526 | 12/31/2023 | IWN | 9,827 | $1,526 | 12/31/2023 | Paces Ferry Wealth Advisors LLC | 9,779 | $1,519 | 12/31/2023 | IWN | 9,779 | $1,519 | 12/31/2023 | Midland Wealth Advisors LLC | 9,771 | $1,518 | 12/31/2023 | IWN | 9,771 | $1,518 | 12/31/2023 | Exencial Wealth Advisors LLC | 9,733 | $1,512 | 12/31/2023 | IWN | 9,733 | $1,512 | 12/31/2023 | Summit Financial LLC | 9,416 | $1,495 | 03/31/2024 | IWN | 9,416 | $1,495 | 03/31/2024 | Argent Trust Co | 9,583 | $1,489 | 12/31/2023 | IWN | 9,583 | $1,489 | 12/31/2023 | Stordahl Capital Management Inc. | 9,281 | $1,474 | 03/31/2024 | IWN | 9,281 | $1,474 | 03/31/2024 | Clearstead Advisors LLC | 9,492 | $1,474 | 12/31/2023 | IWN | 9,492 | $1,474 | 12/31/2023 | Anchor Capital Advisors LLC | 9,399 | $1,460 | 12/31/2023 | IWN | 9,399 | $1,460 | 12/31/2023 | Nuveen Asset Management LLC | 9,334 | $1,450 | 12/31/2023 | IWN | 9,334 | $1,450 | 12/31/2023 | Miracle Mile Advisors LLC | 9,104 | $1,446 | 03/31/2024 | IWN | 9,104 | $1,446 | 03/31/2024 | Cypress Capital Group | 9,260 | $1,438 | 12/31/2023 | IWN | 9,260 | $1,438 | 12/31/2023 | TFB Advisors LLC | 9,178 | $1,426 | 12/31/2023 | IWN | 9,178 | $1,426 | 12/31/2023 | Parallel Advisors LLC | 8,940 | $1,389 | 12/31/2023 | IWN | 8,940 | $1,389 | 12/31/2023 | Great Valley Advisor Group Inc. | 8,889 | $1,380 | 12/31/2023 | IWN | 8,889 | $1,380 | 12/31/2023 | Altiora Financial Group LLC | 8,589 | $1,364 | 03/31/2024 | IWN | 8,589 | $1,364 | 03/31/2024 | Institute for Wealth Management LLC. | | $1,361 | 12/31/2023 | Call | 8,000 | $1,243 | 12/31/2023 | IWN | 761 | $118 | 12/31/2023 | Sterling Financial Group Inc. | 8,545 | $1,357 | 03/31/2024 | IWN | 8,545 | $1,357 | 03/31/2024 | Alamar Capital Management LLC | 8,728 | $1,356 | 12/31/2023 | IWN | 8,728 | $1,356 | 12/31/2023 | OLD National Bancorp IN | 8,532 | $1,355 | 03/31/2024 | IWN | 8,532 | $1,355 | 03/31/2024 | AE Wealth Management LLC | 8,949 | $1,354 | 12/31/2023 | IWN | 8,949 | $1,354 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 8,707 | $1,352 | 12/31/2023 | IWN | 8,707 | $1,352 | 12/31/2023 | Fulton Breakefield Broenniman LLC | 8,652 | $1,344 | 12/31/2023 | IWN | 8,652 | $1,344 | 12/31/2023 | BHK Investment Advisors LLC | 8,537 | $1,326 | 12/31/2023 | IWN | 8,537 | $1,326 | 12/31/2023 | Affinity Capital Advisors LLC | 8,341 | $1,325 | 03/31/2024 | IWN | 8,341 | $1,325 | 03/31/2024 | First Foundation Advisors | 8,526 | $1,324 | 12/31/2023 | IWN | 8,526 | $1,324 | 12/31/2023 | Stratos Wealth Partners LTD. | 8,284 | $1,316 | 03/31/2024 | IWN | 8,284 | $1,316 | 03/31/2024 | McAdam LLC | 8,288 | $1,316 | 03/31/2024 | IWN | 8,288 | $1,316 | 03/31/2024 | Lincoln National Corp | 8,473 | $1,316 | 12/31/2023 | IWN | 8,473 | $1,316 | 12/31/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 8,744 | $1,307 | 03/31/2024 | IWN | 8,744 | $1,307 | 03/31/2024 | Berkshire Asset Management LLC PA | 8,389 | $1,303 | 12/31/2023 | IWN | 8,389 | $1,303 | 12/31/2023 | Chemung Canal Trust Co. | 8,148 | $1,294 | 03/31/2024 | IWN | 8,148 | $1,294 | 03/31/2024 | Penobscot Investment Management Company Inc. | 8,252 | $1,282 | 12/31/2023 | IWN | 8,252 | $1,282 | 12/31/2023 | Family Firm Inc. | 8,224 | $1,277 | 12/31/2023 | IWN | 8,224 | $1,277 | 12/31/2023 | MBB Public Markets I LLC | 8,108 | $1,259 | 12/31/2023 | IWN | 8,108 | $1,259 | 12/31/2023 | Harbour Capital Advisors LLC | 8,120 | $1,254 | 03/31/2024 | IWN | 8,120 | $1,254 | 03/31/2024 | SilverOak Wealth Management LLC | 8,065 | $1,253 | 12/31/2023 | IWN | 8,065 | $1,253 | 12/31/2023 | WealthPLAN Partners LLC | 8,053 | $1,251 | 12/31/2023 | IWN | 8,053 | $1,251 | 12/31/2023 | Moore Capital Management LP | 8,000 | $1,243 | 12/31/2023 | IWN | 8,000 | $1,243 | 12/31/2023 | Magnus Financial Group LLC | 7,895 | $1,226 | 12/31/2023 | IWN | 7,895 | $1,226 | 12/31/2023 | James Investment Research Inc. | 7,860 | $1,221 | 12/31/2023 | IWN | 7,860 | $1,221 | 12/31/2023 | RPg Family Wealth Advisory LLC | 7,854 | $1,220 | 12/31/2023 | IWN | 7,854 | $1,220 | 12/31/2023 | West Coast Financial LLC | 7,676 | $1,219 | 03/31/2024 | IWN | 7,676 | $1,219 | 03/31/2024 | Oppenheimer & Co. Inc. | 7,843 | $1,218 | 12/31/2023 | IWN | 7,843 | $1,218 | 12/31/2023 | 626 Financial LLC | 7,652 | $1,215 | 03/31/2024 | IWN | 7,652 | $1,215 | 03/31/2024 | Five Oceans Advisors | 7,641 | $1,213 | 03/31/2024 | IWN | 7,641 | $1,213 | 03/31/2024 | Eukles Asset Management | 7,794 | $1,211 | 12/31/2023 | IWN | 7,794 | $1,211 | 12/31/2023 | Pinnacle Associates Ltd. | 7,793 | $1,210 | 12/31/2023 | IWN | 7,793 | $1,210 | 12/31/2023 | Cornerstone Wealth Management LLC | 7,612 | $1,209 | 03/31/2024 | IWN | 7,612 | $1,209 | 03/31/2024 | MWA Asset Management | 7,773 | $1,207 | 12/31/2023 | IWN | 7,773 | $1,207 | 12/31/2023 | Park Place Capital Corp | 7,562 | $1,201 | 03/31/2024 | IWN | 7,562 | $1,201 | 03/31/2024 | Buckingham Strategic Partners | 7,719 | $1,199 | 12/31/2023 | IWN | 7,719 | $1,199 | 12/31/2023 | West Bancorporation Inc. | 7,675 | $1,192 | 12/31/2023 | IWN | 7,675 | $1,192 | 12/31/2023 | Lmcg Investments LLC | 7,658 | $1,190 | 12/31/2023 | IWN | 7,658 | $1,190 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 7,658 | $1,190 | 12/31/2023 | IWN | 7,658 | $1,190 | 12/31/2023 | Insight 2811 Inc. | 7,626 | $1,185 | 12/31/2023 | IWN | 7,626 | $1,185 | 12/31/2023 | Prospera Financial Services Inc | 7,623 | $1,184 | 12/31/2023 | IWN | 7,623 | $1,184 | 12/31/2023 | Avenue 1 Advisors LLC | 7,424 | $1,179 | 03/31/2024 | IWN | 7,424 | $1,179 | 03/31/2024 | Cozad Asset Management Inc. | 7,550 | $1,173 | 12/31/2023 | IWN | 7,550 | $1,173 | 12/31/2023 | Integrated Wealth Concepts LLC | 7,525 | $1,169 | 12/31/2023 | IWN | 7,525 | $1,169 | 12/31/2023 | Luts & Greenleigh Group Inc. | 7,420 | $1,153 | 12/31/2023 | IWN | 7,420 | $1,153 | 12/31/2023 | Nwam LLC | 7,412 | $1,151 | 12/31/2023 | IWN | 7,412 | $1,151 | 12/31/2023 | Wealth Advisory Solutions LLC | 7,238 | $1,149 | 03/31/2024 | IWN | 7,238 | $1,149 | 03/31/2024 | Cardinal Capital Management LLC CT | 7,368 | $1,145 | 12/31/2023 | IWN | 7,368 | $1,145 | 12/31/2023 | Cobblestone Capital Advisors LLC NY | 7,236 | $1,124 | 12/31/2023 | IWN | 7,236 | $1,124 | 12/31/2023 | Morris Financial Concepts Inc. | 7,058 | $1,121 | 03/31/2024 | IWN | 7,058 | $1,121 | 03/31/2024 | Renasant Bank | 7,206 | $1,119 | 12/31/2023 | IWN | 7,206 | $1,119 | 12/31/2023 | FineMark National Bank & Trust | 7,163 | $1,113 | 12/31/2023 | IWN | 7,163 | $1,113 | 12/31/2023 | Pittenger & Anderson Inc. | 7,125 | $1,107 | 12/31/2023 | IWN | 7,125 | $1,107 | 12/31/2023 | Fifth Third Wealth Advisors LLC | 6,965 | $1,106 | 03/31/2024 | IWN | 6,965 | $1,106 | 03/31/2024 | Connective Portfolio Management LLC | 7,085 | $1,101 | 12/31/2023 | IWN | 7,085 | $1,101 | 12/31/2023 | Financial Guidance Group Inc. | 7,054 | $1,096 | 12/31/2023 | IWN | 7,054 | $1,096 | 12/31/2023 | Pettinga Financial Advisors LLC | 6,873 | $1,092 | 03/31/2024 | IWN | 6,873 | $1,092 | 03/31/2024 | U.S. Capital Wealth Advisors LLC | 7,021 | $1,091 | 12/31/2023 | IWN | 7,021 | $1,091 | 12/31/2023 | Cohen & Steers Inc. | 6,900 | $1,072 | 12/31/2023 | IWN | 6,900 | $1,072 | 12/31/2023 | Factorial Partners LLC | 6,900 | $1,072 | 12/31/2023 | IWN | 6,900 | $1,072 | 12/31/2023 | Bridge Advisory LLC | 6,731 | $1,069 | 03/31/2024 | IWN | 6,731 | $1,069 | 03/31/2024 | BIP Wealth LLC | 6,881 | $1,069 | 12/31/2023 | IWN | 6,881 | $1,069 | 12/31/2023 | Crescent Grove Advisors LLC | 6,875 | $1,068 | 12/31/2023 | IWN | 6,875 | $1,068 | 12/31/2023 | CI Investments Inc. | 6,823 | $1,060 | 12/31/2023 | IWN | 6,823 | $1,060 | 12/31/2023 | Connecticut Wealth Management LLC | 6,790 | $1,055 | 12/31/2023 | IWN | 6,790 | $1,055 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 6,591 | $1,047 | 03/31/2024 | IWN | 6,591 | $1,047 | 03/31/2024 | Grey Fox Wealth Advisors LLC | 6,584 | $1,046 | 03/31/2024 | IWN | 6,584 | $1,046 | 03/31/2024 | Massmutual Trust Co. FSB ADV | 6,524 | $1,036 | 03/31/2024 | IWN | 6,524 | $1,036 | 03/31/2024 | Evanson Asset Management LLC | 6,426 | $1,020 | 03/31/2024 | IWN | 6,426 | $1,020 | 03/31/2024 | PDS Planning Inc | 6,550 | $1,017 | 12/31/2023 | IWN | 6,550 | $1,017 | 12/31/2023 | North Star Investment Management Corp. | 6,532 | $1,015 | 12/31/2023 | IWN | 6,532 | $1,015 | 12/31/2023 | First Western Trust Bank | 6,451 | $1,002 | 12/31/2023 | IWN | 6,451 | $1,002 | 12/31/2023 | Sequoia Financial Advisors LLC | 6,401 | $994 | 12/31/2023 | IWN | 6,401 | $994 | 12/31/2023 | Becker Capital Management Inc. | 6,306 | $980 | 12/31/2023 | IWN | 6,306 | $980 | 12/31/2023 | Smithfield Trust Co. | 6,338 | $978 | 12/31/2023 | IWN | 6,338 | $978 | 12/31/2023 | First National Bank | 6,000 | $953 | 03/31/2024 | IWN | 6,000 | $953 | 03/31/2024 | Rodgers & Associates LTD | 6,091 | $946 | 12/31/2023 | IWN | 6,091 | $946 | 12/31/2023 | Highland Capital Management LLC | 6,071 | $943 | 12/31/2023 | IWN | 6,071 | $943 | 12/31/2023 | Goodwin Investment Advisory | 6,064 | $942 | 12/31/2023 | IWN | 6,064 | $942 | 12/31/2023 | Aletheian Wealth Advisors LLC | 5,910 | $939 | 03/31/2024 | IWN | 5,910 | $939 | 03/31/2024 | Edge Capital Group LLC | 6,012 | $934 | 12/31/2023 | IWN | 6,012 | $934 | 12/31/2023 | Bank of Nova Scotia | 5,900 | $916 | 12/31/2023 | IWN | 5,900 | $916 | 12/31/2023 | Granite Bay Wealth Management LLC | 5,859 | $910 | 12/31/2023 | IWN | 5,859 | $910 | 12/31/2023 | Naviter Wealth LLC | 5,708 | $906 | 03/31/2024 | IWN | 5,708 | $906 | 03/31/2024 | Options Solutions LLC | 5,750 | $893 | 12/31/2023 | IWN | 5,750 | $893 | 12/31/2023 | Integrated Advisors Network LLC | 5,744 | $892 | 12/31/2023 | IWN | 5,744 | $892 | 12/31/2023 | Howland Capital Management LLC | 5,685 | $883 | 12/31/2023 | IWN | 5,685 | $883 | 12/31/2023 | SOL Capital Management CO | 5,495 | $873 | 03/31/2024 | IWN | 5,495 | $873 | 03/31/2024 | DAVENPORT & Co LLC | 5,582 | $867 | 12/31/2023 | IWN | 5,582 | $867 | 12/31/2023 | Garde Capital Inc. | 5,439 | $845 | 12/31/2023 | IWN | 5,439 | $845 | 12/31/2023 | Hoxton Planning & Management LLC | 5,304 | $842 | 03/31/2024 | IWN | 5,304 | $842 | 03/31/2024 | Tarbox Family Office Inc. | 5,295 | $841 | 03/31/2024 | IWN | 5,295 | $841 | 03/31/2024 | Dravo Bay LLC | 5,411 | $840 | 12/31/2023 | IWN | 5,411 | $840 | 12/31/2023 | Murphy Middleton Hinkle & Parker Inc. | 5,244 | $833 | 03/31/2024 | IWN | 5,244 | $833 | 03/31/2024 | Aprio Wealth Management LLC | 5,229 | $830 | 03/31/2024 | IWN | 5,229 | $830 | 03/31/2024 | Haverford Trust Co. | 5,301 | $823 | 12/31/2023 | IWN | 5,301 | $823 | 12/31/2023 | Sabal Trust CO | 5,285 | $821 | 12/31/2023 | IWN | 5,285 | $821 | 12/31/2023 | Foster Group Inc. | 5,158 | $819 | 03/31/2024 | IWN | 5,158 | $819 | 03/31/2024 | United Capital Financial Advisers LLC | 5,275 | $819 | 12/31/2023 | IWN | 5,275 | $819 | 12/31/2023 | Johnson Financial Group Inc. | 5,270 | $819 | 12/31/2023 | IWN | 5,270 | $819 | 12/31/2023 | Cubic Asset Management LLC | 5,145 | $817 | 03/31/2024 | IWN | 5,145 | $817 | 03/31/2024 | E&G Advisors LP | 5,132 | $815 | 03/31/2024 | IWN | 5,132 | $815 | 03/31/2024 | Park Avenue Securities LLC | 5,076 | $806 | 03/31/2024 | IWN | 5,076 | $806 | 03/31/2024 | Perfromance Wealth Partners LLC | 5,174 | $804 | 12/31/2023 | IWN | 5,174 | $804 | 12/31/2023 | Mycio Wealth Partners LLC | 5,125 | $796 | 12/31/2023 | IWN | 5,125 | $796 | 12/31/2023 | Fidelis Capital Partners LLC | 5,111 | $794 | 12/31/2023 | IWN | 5,111 | $794 | 12/31/2023 | Sax Wealth Advisors LLC | 5,091 | $791 | 12/31/2023 | IWN | 5,091 | $791 | 12/31/2023 | Cullen Frost Bankers Inc. | 5,089 | $790 | 12/31/2023 | IWN | 5,089 | $790 | 12/31/2023 | Hirtle Callaghan & Co LLC | 5,074 | $788 | 12/31/2023 | IWN | 5,074 | $788 | 12/31/2023 | Lombard Odier Asset Management USA Corp | 5,000 | $777 | 12/31/2023 | IWN | 5,000 | $777 | 12/31/2023 | VAUGHAN & Co SECURITIES INC. | 4,993 | $776 | 12/31/2023 | IWN | 4,993 | $776 | 12/31/2023 | Disciplined Investments LLC | 4,864 | $772 | 03/31/2024 | IWN | 4,864 | $772 | 03/31/2024 | Orion Portfolio Solutions LLC | 5,026 | $766 | 12/31/2023 | IWN | 5,026 | $766 | 12/31/2023 | Culbertson A N & Co. Inc. | 4,881 | $758 | 12/31/2023 | IWN | 4,881 | $758 | 12/31/2023 | Center for Financial Planning Inc. | 4,880 | $758 | 12/31/2023 | IWN | 4,880 | $758 | 12/31/2023 | Southern Capital Advisors LLC | 4,864 | $756 | 12/31/2023 | IWN | 4,864 | $756 | 12/31/2023 | RF&L Wealth Management LLC | 4,865 | $756 | 12/31/2023 | IWN | 4,865 | $756 | 12/31/2023 | Arete Wealth Advisors LLC | 4,854 | $754 | 12/31/2023 | IWN | 4,854 | $754 | 12/31/2023 | Gables Capital Management Inc. | 4,851 | $754 | 12/31/2023 | IWN | 4,851 | $754 | 12/31/2023 | Firestone Capital Management | 4,828 | $750 | 12/31/2023 | IWN | 4,828 | $750 | 12/31/2023 | Cardiff Park Advisors LLC | 4,801 | $746 | 12/31/2023 | IWN | 4,801 | $746 | 12/31/2023 | Widmann Financial Services Inc. | 4,748 | $738 | 12/31/2023 | IWN | 4,748 | $738 | 12/31/2023 | J.W. Cole Advisors Inc. | 4,732 | $735 | 12/31/2023 | IWN | 4,732 | $735 | 12/31/2023 | Strategic Financial Concepts LLC | 4,596 | $730 | 03/31/2024 | IWN | 4,596 | $730 | 03/31/2024 | Phillips Financial Management LLC | 4,568 | $725 | 03/31/2024 | IWN | 4,568 | $725 | 03/31/2024 | Stegner Investment Associates Inc. | 4,560 | $724 | 03/31/2024 | IWN | 4,560 | $724 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 4,607 | $716 | 12/31/2023 | IWN | 4,607 | $716 | 12/31/2023 | First Business Financial Services Inc. | 4,604 | $715 | 12/31/2023 | IWN | 4,604 | $715 | 12/31/2023 | Ullmann Financial Group Inc. | 4,590 | $713 | 12/31/2023 | IWN | 4,590 | $713 | 12/31/2023 | Grayhawk Investment Strategies Inc. | 4,586 | $712 | 12/31/2023 | IWN | 4,586 | $712 | 12/31/2023 | Guidance Point Advisors LLC | 4,501 | $701 | 12/31/2023 | IWN | 4,501 | $701 | 12/31/2023 | Transform Wealth LLC | 4,409 | $700 | 03/31/2024 | IWN | 4,409 | $700 | 03/31/2024 | Lutz Financial Services LLC | 4,494 | $698 | 12/31/2023 | IWN | 4,494 | $698 | 12/31/2023 | Opus Capital Group LLC | 4,477 | $695 | 12/31/2023 | IWN | 4,477 | $695 | 12/31/2023 | Paragon Capital Management Ltd | 4,372 | $694 | 03/31/2024 | IWN | 4,372 | $694 | 03/31/2024 | Perigon Wealth Management LLC | 4,423 | $687 | 12/31/2023 | IWN | 4,423 | $687 | 12/31/2023 | IFP Advisors Inc | 4,372 | $679 | 12/31/2023 | IWN | 4,372 | $679 | 12/31/2023 | Regal Wealth Group Inc. | 4,509 | $679 | 12/31/2023 | IWN | 4,509 | $679 | 12/31/2023 | Bedel Financial Consulting Inc. | 4,347 | $675 | 12/31/2023 | IWN | 4,347 | $675 | 12/31/2023 | Auxano Advisors LLC | 4,284 | $665 | 12/31/2023 | IWN | 4,284 | $665 | 12/31/2023 | Brighton Jones LLC | 4,257 | $661 | 12/31/2023 | IWN | 4,257 | $661 | 12/31/2023 | AFT Forsyth & Company Inc. | 4,068 | $632 | 12/31/2023 | IWN | 4,068 | $632 | 12/31/2023 | Heritage Wealth Advisors | 4,060 | $631 | 12/31/2023 | IWN | 4,060 | $631 | 12/31/2023 | Capital Analysts LLC | 4,061 | $631 | 12/31/2023 | IWN | 4,061 | $631 | 12/31/2023 | CIBC World Markets Inc. | 4,052 | $629 | 12/31/2023 | IWN | 4,052 | $629 | 12/31/2023 | Arkadios Wealth Advisors | 4,046 | $629 | 12/31/2023 | IWN | 4,046 | $629 | 12/31/2023 | Amarillo National Bank | 3,933 | $625 | 03/31/2024 | IWN | 3,933 | $625 | 03/31/2024 | Legacy Trust | 3,919 | $622 | 03/31/2024 | IWN | 3,919 | $622 | 03/31/2024 | Tillman Hartley LLC | 4,007 | $622 | 12/31/2023 | IWN | 4,007 | $622 | 12/31/2023 | Waycross Investment Management Co | 3,894 | $618 | 03/31/2024 | IWN | 3,894 | $618 | 03/31/2024 | Citizens Financial Group Inc RI | 3,979 | $618 | 12/31/2023 | IWN | 3,979 | $618 | 12/31/2023 | VELA Investment Management LLC | 3,894 | $605 | 12/31/2023 | IWN | 3,894 | $605 | 12/31/2023 | Moran Wealth Management LLC | 3,882 | $603 | 12/31/2023 | IWN | 3,882 | $603 | 12/31/2023 | Baystate Wealth Management LLC | 3,875 | $602 | 12/31/2023 | IWN | 3,875 | $602 | 12/31/2023 | Townsquare Capital LLC | 3,867 | $601 | 12/31/2023 | IWN | 3,867 | $601 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 3,848 | $598 | 12/31/2023 | IWN | 3,848 | $598 | 12/31/2023 | Kingsview Wealth Management LLC | 3,819 | $593 | 12/31/2023 | IWN | 3,819 | $593 | 12/31/2023 | Wealthstream Advisors Inc. | 3,820 | $593 | 12/31/2023 | IWN | 3,820 | $593 | 12/31/2023 | Diversified Portfolios Inc. | 3,803 | $591 | 12/31/2023 | IWN | 3,803 | $591 | 12/31/2023 | Palisades Hudson Asset Management L.P. | 3,761 | $584 | 12/31/2023 | IWN | 3,761 | $584 | 12/31/2023 | Keebeck Wealth Management LLC | 3,734 | $580 | 12/31/2023 | IWN | 3,734 | $580 | 12/31/2023 | True North Advisors LLC | 3,612 | $574 | 03/31/2024 | IWN | 3,612 | $574 | 03/31/2024 | Strategies Wealth Advisors LLC | 3,611 | $573 | 03/31/2024 | IWN | 3,611 | $573 | 03/31/2024 | JNB Advisors LLC | 3,619 | $562 | 12/31/2023 | IWN | 3,619 | $562 | 12/31/2023 | Gallagher Fiduciary Advisors LLC | 3,605 | $560 | 12/31/2023 | IWN | 3,605 | $560 | 12/31/2023 | Welch & Forbes LLC | 3,559 | $553 | 12/31/2023 | IWN | 3,559 | $553 | 12/31/2023 | Gladstone Institutional Advisory LLC | 3,559 | $553 | 12/31/2023 | IWN | 3,559 | $553 | 12/31/2023 | Green Square Capital Advisors LLC | 3,555 | $552 | 12/31/2023 | IWN | 3,555 | $552 | 12/31/2023 | Gator Capital Management LLC | 3,540 | $550 | 12/31/2023 | IWN | 3,540 | $550 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 3,535 | $549 | 12/31/2023 | IWN | 3,535 | $549 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 3,528 | $548 | 12/31/2023 | IWN | 3,528 | $548 | 12/31/2023 | Retirement Investment Advisors Inc. | 3,501 | $544 | 12/31/2023 | IWN | 3,501 | $544 | 12/31/2023 | Premier Path Wealth Partners LLC | 3,394 | $539 | 03/31/2024 | IWN | 3,394 | $539 | 03/31/2024 | Linscomb & Williams Inc. | 3,460 | $538 | 12/31/2023 | IWN | 3,460 | $538 | 12/31/2023 | Sawtooth Solutions LLC | 3,436 | $534 | 12/31/2023 | IWN | 3,436 | $534 | 12/31/2023 | Spears Abacus Advisors LLC | 3,416 | $531 | 12/31/2023 | IWN | 3,416 | $531 | 12/31/2023 | NewEdge Wealth LLC | 3,418 | $531 | 12/31/2023 | IWN | 3,418 | $531 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 3,414 | $530 | 12/31/2023 | IWN | 3,414 | $530 | 12/31/2023 | Patriot Investment Management Inc. | 3,322 | $528 | 03/31/2024 | IWN | 3,322 | $528 | 03/31/2024 | Focus Financial Network Inc. ADV | 3,401 | $528 | 12/31/2023 | IWN | 3,401 | $528 | 12/31/2023 | JFS Wealth Advisors LLC | 3,396 | $528 | 12/31/2023 | IWN | 3,396 | $528 | 12/31/2023 | Ndwm LLC | 3,317 | $527 | 03/31/2024 | IWN | 3,317 | $527 | 03/31/2024 | Intrepid Financial Planning Group LLC | 3,395 | $527 | 12/31/2023 | IWN | 3,395 | $527 | 12/31/2023 | Private Trust Co. NA | 3,310 | $526 | 03/31/2024 | IWN | 3,310 | $526 | 03/31/2024 | BancorpSouth Bank | 3,385 | $526 | 12/31/2023 | IWN | 3,385 | $526 | 12/31/2023 | Spire Wealth Management | 3,293 | $523 | 03/31/2024 | IWN | 3,293 | $523 | 03/31/2024 | Sound View Wealth Advisors Group LLC | 3,367 | $523 | 12/31/2023 | IWN | 3,367 | $523 | 12/31/2023 | Appleton Partners Inc. MA | 3,283 | $521 | 03/31/2024 | IWN | 3,283 | $521 | 03/31/2024 | Alesco Advisors LLC | 3,350 | $520 | 12/31/2023 | IWN | 3,350 | $520 | 12/31/2023 | Bayesian Capital Management LP | 3,325 | $516 | 12/31/2023 | IWN | 3,325 | $516 | 12/31/2023 | Capital Group Private Client Services Inc. | 3,318 | $515 | 12/31/2023 | IWN | 3,318 | $515 | 12/31/2023 | O Shaughnessy Asset Management LLC | 3,284 | $510 | 12/31/2023 | IWN | 3,284 | $510 | 12/31/2023 | Chicago Partners Investment Group LLC | 3,349 | $508 | 03/31/2024 | IWN | 3,349 | $508 | 03/31/2024 | Castle Wealth Management LLC | 3,249 | $505 | 12/31/2023 | IWN | 3,249 | $505 | 12/31/2023 | HighMark Wealth Management LLC | 3,246 | $504 | 12/31/2023 | IWN | 3,246 | $504 | 12/31/2023 | Rehmann Capital Advisory Group | 3,241 | $503 | 12/31/2023 | IWN | 3,241 | $503 | 12/31/2023 | ST Germain D J Co. Inc. | 3,156 | $501 | 03/31/2024 | IWN | 3,156 | $501 | 03/31/2024 | PFG Advisors | 3,217 | $500 | 12/31/2023 | IWN | 3,217 | $500 | 12/31/2023 | NBT Bank N A NY | 3,142 | $499 | 03/31/2024 | IWN | 3,142 | $499 | 03/31/2024 | Sage Financial Group Inc. | 3,211 | $499 | 12/31/2023 | IWN | 3,211 | $499 | 12/31/2023 | Montag A & Associates Inc. | 3,204 | $498 | 12/31/2023 | IWN | 3,204 | $498 | 12/31/2023 | Colonial Trust Co SC | 3,160 | $498 | 12/31/2023 | IWN | 3,160 | $498 | 12/31/2023 | Interactive Financial Advisors | 3,200 | $497 | 12/31/2023 | IWN | 3,200 | $497 | 12/31/2023 | Focus Financial Network Inc. | 3,391 | $496 | 03/31/2024 | IWN | 3,391 | $496 | 03/31/2024 | American National Bank | 3,103 | $493 | 03/31/2024 | IWN | 3,103 | $493 | 03/31/2024 | Ashton Thomas Private Wealth LLC | 3,102 | $493 | 03/31/2024 | IWN | 3,102 | $493 | 03/31/2024 | Daymark Wealth Partners LLC | 3,087 | $490 | 03/31/2024 | IWN | 3,087 | $490 | 03/31/2024 | Smithbridge Asset Management Inc. DE | 3,153 | $490 | 12/31/2023 | IWN | 3,153 | $490 | 12/31/2023 | SageView Advisory Group LLC | 3,220 | $490 | 12/31/2023 | IWN | 3,220 | $490 | 12/31/2023 | Stratos Wealth Advisors LLC | 3,080 | $489 | 03/31/2024 | IWN | 3,080 | $489 | 03/31/2024 | SJA Financial Advisory LLC | 3,136 | $487 | 12/31/2023 | IWN | 3,136 | $487 | 12/31/2023 | Snowden Capital Advisors LLC | 3,135 | $487 | 12/31/2023 | IWN | 3,135 | $487 | 12/31/2023 | Western Wealth Management LLC | 3,103 | $482 | 12/31/2023 | IWN | 3,103 | $482 | 12/31/2023 | Pointe Capital Management LLC | 3,075 | $478 | 12/31/2023 | IWN | 3,075 | $478 | 12/31/2023 | Halpern Financial Inc. | 3,065 | $476 | 03/31/2024 | IWN | 3,065 | $476 | 03/31/2024 | Monograph Wealth Advisors LLC | 3,055 | $475 | 12/31/2023 | IWN | 3,055 | $475 | 12/31/2023 | PFG Investments LLC | 2,975 | $472 | 03/31/2024 | IWN | 2,975 | $472 | 03/31/2024 | Ancora Advisors LLC | 3,033 | $471 | 12/31/2023 | IWN | 3,033 | $471 | 12/31/2023 | Key Financial Inc | 3,023 | $470 | 12/31/2023 | IWN | 3,023 | $470 | 12/31/2023 | Axxcess Wealth Management LLC | 3,026 | $470 | 12/31/2023 | IWN | 3,026 | $470 | 12/31/2023 | Cynosure Management LLC | 3,001 | $466 | 12/31/2023 | IWN | 3,001 | $466 | 12/31/2023 | Keudell Morrison Wealth Management | 3,000 | $466 | 12/31/2023 | IWN | 3,000 | $466 | 12/31/2023 | Evermay Wealth Management LLC | 2,956 | $459 | 12/31/2023 | IWN | 2,956 | $459 | 12/31/2023 | Delta Financial Group Inc. | 2,946 | $458 | 12/31/2023 | IWN | 2,946 | $458 | 12/31/2023 | Davidson Trust Co. | 2,919 | $453 | 12/31/2023 | IWN | 2,919 | $453 | 12/31/2023 | Paulson Wealth Management Inc. | 2,919 | $453 | 12/31/2023 | IWN | 2,919 | $453 | 12/31/2023 | Lion Street Advisors LLC | 2,880 | $447 | 03/31/2024 | IWN | 2,880 | $447 | 03/31/2024 | Legacy Capital Group California Inc. | 2,862 | $445 | 12/31/2023 | IWN | 2,862 | $445 | 12/31/2023 | Apollon Wealth Management LLC | 2,853 | $443 | 12/31/2023 | IWN | 2,853 | $443 | 12/31/2023 | NBC Securities Inc. | 2,777 | $441 | 03/31/2024 | IWN | 2,777 | $441 | 03/31/2024 | Cahill Financial Advisors Inc. | 2,838 | $441 | 12/31/2023 | IWN | 2,838 | $441 | 12/31/2023 | Curtis Advisory Group LLC | 2,834 | $440 | 12/31/2023 | IWN | 2,834 | $440 | 12/31/2023 | Apella Capital LLC | 2,755 | $431 | 03/31/2024 | IWN | 2,755 | $431 | 03/31/2024 | Cahaba Wealth Management Inc. | 2,681 | $426 | 03/31/2024 | IWN | 2,681 | $426 | 03/31/2024 | Empower Advisory Group LLC | 2,718 | $422 | 12/31/2023 | IWN | 2,718 | $422 | 12/31/2023 | LGT Financial Advisors LLC | 2,689 | $418 | 12/31/2023 | IWN | 2,689 | $418 | 12/31/2023 | Financial Management Network Inc. | 2,694 | $415 | 03/31/2024 | IWN | 2,694 | $415 | 03/31/2024 | Lake Street Financial LLC | 2,606 | $414 | 03/31/2024 | IWN | 2,606 | $414 | 03/31/2024 | Forum Financial Management LP | 2,659 | $413 | 12/31/2023 | IWN | 2,659 | $413 | 12/31/2023 | Platte River Wealth Advisors LLC | 2,580 | $410 | 03/31/2024 | IWN | 2,580 | $410 | 03/31/2024 | Catalyst Financial Partners LLC | 2,806 | $410 | 03/31/2024 | IWN | 2,806 | $410 | 03/31/2024 | Total Wealth Planning LLC | 2,549 | $405 | 03/31/2024 | IWN | 2,549 | $405 | 03/31/2024 | Cutler Group LP | | $397 | 03/31/2024 | IWN | 2,500 | $397 | 03/31/2024 | Put | 100 | $0 | 03/31/2024 | BTC Capital Management Inc. | 2,496 | $396 | 03/31/2024 | IWN | 2,496 | $396 | 03/31/2024 | Resources Investment Advisors LLC. | 2,545 | $395 | 12/31/2023 | IWN | 2,545 | $395 | 12/31/2023 | Alpha Financial Partners LLC | 2,541 | $395 | 12/31/2023 | IWN | 2,541 | $395 | 12/31/2023 | Mutual Advisors LLC | 2,525 | $392 | 12/31/2023 | IWN | 2,525 | $392 | 12/31/2023 | Mayflower Financial Advisors LLC | 2,521 | $392 | 12/31/2023 | IWN | 2,521 | $392 | 12/31/2023 | FinTrust Capital Advisors LLC | 2,506 | $389 | 12/31/2023 | IWN | 2,506 | $389 | 12/31/2023 | Stonebridge Financial Planning Group LLC | 2,501 | $388 | 12/31/2023 | IWN | 2,501 | $388 | 12/31/2023 | Verum Partners LLC | 2,410 | $383 | 03/31/2024 | IWN | 2,410 | $383 | 03/31/2024 | CJM Wealth Advisers Ltd. | 2,414 | $383 | 03/31/2024 | IWN | 2,414 | $383 | 03/31/2024 | Shapiro Capital Management LLC | 2,464 | $383 | 12/31/2023 | IWN | 2,464 | $383 | 12/31/2023 | Patten & Patten Inc. TN | 2,460 | $382 | 12/31/2023 | IWN | 2,460 | $382 | 12/31/2023 | Gries Financial LLC | 2,459 | $382 | 12/31/2023 | IWN | 2,459 | $382 | 12/31/2023 | Marotta Asset Management | 2,358 | $374 | 03/31/2024 | IWN | 2,358 | $374 | 03/31/2024 | National Asset Management Inc. | 2,403 | $373 | 12/31/2023 | IWN | 2,403 | $373 | 12/31/2023 | LMG Wealth Partners LLC | 2,392 | $372 | 12/31/2023 | IWN | 2,392 | $372 | 12/31/2023 | Smith Moore & CO. | 2,382 | $370 | 12/31/2023 | IWN | 2,382 | $370 | 12/31/2023 | Fisher Asset Management LLC | 2,372 | $369 | 12/31/2023 | IWN | 2,372 | $369 | 12/31/2023 | Fort Point Capital Partners LLC | 2,366 | $368 | 12/31/2023 | IWN | 2,366 | $368 | 12/31/2023 | Maxwell Wealth Strategies Inc. | 2,336 | $363 | 12/31/2023 | IWN | 2,336 | $363 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 2,321 | $361 | 12/31/2023 | IWN | 2,321 | $361 | 12/31/2023 | Brown Wealth Management LLC | 2,327 | $361 | 12/31/2023 | IWN | 2,327 | $361 | 12/31/2023 | Coastwise Capital Group LLC | 2,316 | $360 | 12/31/2023 | IWN | 2,316 | $360 | 12/31/2023 | Etfidea LLC | 2,316 | $360 | 12/31/2023 | IWN | 2,316 | $360 | 12/31/2023 | Clear Investment Research LLC | 2,303 | $358 | 12/31/2023 | IWN | 2,303 | $358 | 12/31/2023 | Camden Capital LLC | 2,258 | $351 | 12/31/2023 | IWN | 2,258 | $351 | 12/31/2023 | N.E.W. Advisory Services LLC | 2,207 | $350 | 03/31/2024 | IWN | 2,207 | $350 | 03/31/2024 | Well Done LLC | 2,197 | $349 | 03/31/2024 | IWN | 2,197 | $349 | 03/31/2024 | Riverwater Partners LLC | 2,246 | $349 | 12/31/2023 | IWN | 2,246 | $349 | 12/31/2023 | Pensionmark Financial Group LLC | 2,239 | $348 | 12/31/2023 | IWN | 2,239 | $348 | 12/31/2023 | BEAM Asset Management LLC | 2,234 | $347 | 12/31/2023 | IWN | 2,234 | $347 | 12/31/2023 | King Luther Capital Management Corp | 2,200 | $342 | 12/31/2023 | IWN | 2,200 | $342 | 12/31/2023 | Northern Financial Advisors Inc | 2,193 | $341 | 12/31/2023 | IWN | 2,193 | $341 | 12/31/2023 | Valley Forge Investment Consultants Inc. ADV | 2,191 | $340 | 12/31/2023 | IWN | 2,191 | $340 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 2,186 | $340 | 12/31/2023 | IWN | 2,186 | $340 | 12/31/2023 | Leo Wealth LLC | 2,195 | $340 | 12/31/2023 | IWN | 2,195 | $340 | 12/31/2023 | Oliver Luxxe Assets LLC | 2,137 | $339 | 03/31/2024 | IWN | 2,137 | $339 | 03/31/2024 | ZRC Wealth Management LLC | 2,132 | $339 | 03/31/2024 | IWN | 2,132 | $339 | 03/31/2024 | Diversified Trust Co | 2,131 | $338 | 03/31/2024 | IWN | 2,131 | $338 | 03/31/2024 | Austin Private Wealth LLC | 2,173 | $338 | 03/31/2024 | IWN | 2,173 | $338 | 03/31/2024 | Asset Dedication LLC | 2,116 | $337 | 03/31/2024 | IWN | 2,116 | $337 | 03/31/2024 | Financial Advocates Investment Management | 2,156 | $335 | 12/31/2023 | IWN | 2,156 | $335 | 12/31/2023 | Ameritas Investment Partners Inc. | 2,121 | $329 | 12/31/2023 | IWN | 2,121 | $329 | 12/31/2023 | Howe & Rusling Inc. | 2,108 | $327 | 12/31/2023 | IWN | 2,108 | $327 | 12/31/2023 | Beach Investment Counsel Inc. PA | 2,080 | $323 | 03/31/2024 | IWN | 2,080 | $323 | 03/31/2024 | Bremer Bank National Association | 2,031 | $323 | 03/31/2024 | IWN | 2,031 | $323 | 03/31/2024 | Coppell Advisory Solutions LLC | 2,083 | $323 | 12/31/2023 | IWN | 2,083 | $323 | 12/31/2023 | W Advisors LLC | 2,079 | $323 | 12/31/2023 | IWN | 2,079 | $323 | 12/31/2023 | Linden Thomas Advisory Services LLC | 2,065 | $321 | 12/31/2023 | IWN | 2,065 | $321 | 12/31/2023 | Dfpg Investments LLC | 2,117 | $319 | 12/31/2023 | IWN | 2,117 | $319 | 12/31/2023 | Allen Investment Management LLC | 2,041 | $317 | 12/31/2023 | IWN | 2,041 | $317 | 12/31/2023 | TCG Advisory Services LLC | 2,031 | $315 | 12/31/2023 | IWN | 2,031 | $315 | 12/31/2023 | Skyline Advisors Inc. | 1,977 | $314 | 03/31/2024 | IWN | 1,977 | $314 | 03/31/2024 | Red Lighthouse Investment Management LLC | 2,008 | $312 | 12/31/2023 | IWN | 2,008 | $312 | 12/31/2023 | Wedgewood Investors Inc. PA | 1,999 | $311 | 12/31/2023 | IWN | 1,999 | $311 | 12/31/2023 | TNF LLC | 2,029 | $311 | 12/31/2023 | IWN | 2,029 | $311 | 12/31/2023 | Regency Capital Management Inc. DE | 2,000 | $311 | 12/31/2023 | IWN | 2,000 | $311 | 12/31/2023 | Optimist Retirement Group LLC | 1,994 | $310 | 12/31/2023 | IWN | 1,994 | $310 | 12/31/2023 | FourThought Financial Partners LLC | 1,989 | $309 | 12/31/2023 | IWN | 1,989 | $309 | 12/31/2023 | Advisory Services Network LLC | 1,980 | $308 | 12/31/2023 | IWN | 1,980 | $308 | 12/31/2023 | Stephenson National Bank & Trust | 1,928 | $306 | 03/31/2024 | IWN | 1,928 | $306 | 03/31/2024 | Hollencrest Capital Management | 1,971 | $306 | 12/31/2023 | IWN | 1,971 | $306 | 12/31/2023 | Blankinship & Foster LLC | 1,969 | $306 | 12/31/2023 | IWN | 1,969 | $306 | 12/31/2023 | Eclectic Associates Inc. ADV | 1,911 | $304 | 03/31/2024 | IWN | 1,911 | $304 | 03/31/2024 | Evoke Wealth LLC | 1,951 | $303 | 12/31/2023 | IWN | 1,951 | $303 | 12/31/2023 | Simplicity Wealth LLC | 1,902 | $302 | 03/31/2024 | IWN | 1,902 | $302 | 03/31/2024 | Hart & Patterson Financial Group LLC | 1,900 | $302 | 03/31/2024 | IWN | 1,900 | $302 | 03/31/2024 | Builder Investment Group Inc. ADV | 1,925 | $299 | 12/31/2023 | IWN | 1,925 | $299 | 12/31/2023 | New England Private Wealth Advisors LLC | 1,924 | $299 | 12/31/2023 | IWN | 1,924 | $299 | 12/31/2023 | McNamara Financial Services Inc. | 1,871 | $297 | 03/31/2024 | IWN | 1,871 | $297 | 03/31/2024 | Bradley Foster & Sargent Inc. CT | 1,911 | $297 | 12/31/2023 | IWN | 1,911 | $297 | 12/31/2023 | Chapin Davis Inc. | 1,851 | $294 | 03/31/2024 | IWN | 1,851 | $294 | 03/31/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 1,960 | $293 | 12/31/2023 | IWN | 1,960 | $293 | 12/31/2023 | Principal Securities Inc. | 1,878 | $292 | 12/31/2023 | IWN | 1,878 | $292 | 12/31/2023 | Bleakley Financial Group LLC | 1,879 | $292 | 12/31/2023 | IWN | 1,879 | $292 | 12/31/2023 | We Are One Seven LLC | 1,865 | $290 | 12/31/2023 | IWN | 1,865 | $290 | 12/31/2023 | Procyon Private Wealth Partners LLC | 1,811 | $288 | 03/31/2024 | IWN | 1,811 | $288 | 03/31/2024 | Bessemer Group Inc. | 1,856 | $288 | 12/31/2023 | IWN | 1,856 | $288 | 12/31/2023 | Capital Investment Advisors LLC | 1,809 | $287 | 03/31/2024 | IWN | 1,809 | $287 | 03/31/2024 | Twin Focus Capital Partners LLC | 1,850 | $287 | 12/31/2023 | IWN | 1,850 | $287 | 12/31/2023 | Truepoint Inc. | 1,845 | $287 | 12/31/2023 | IWN | 1,845 | $287 | 12/31/2023 | Steele Capital Management Inc. | 1,789 | $284 | 03/31/2024 | IWN | 1,789 | $284 | 03/31/2024 | Advisor Resource Council | 1,820 | $284 | 03/31/2024 | IWN | 1,820 | $284 | 03/31/2024 | West Michigan Advisors LLC | 1,828 | $284 | 12/31/2023 | IWN | 1,828 | $284 | 12/31/2023 | Advance Capital Management Inc. | 1,784 | $283 | 03/31/2024 | IWN | 1,784 | $283 | 03/31/2024 | Eagle Strategies LLC | 1,783 | $283 | 03/31/2024 | IWN | 1,783 | $283 | 03/31/2024 | Mitchell Sinkler & Starr PA | 1,822 | $283 | 12/31/2023 | IWN | 1,822 | $283 | 12/31/2023 | Icon Wealth Advisors LLC | 1,806 | $281 | 12/31/2023 | IWN | 1,806 | $281 | 12/31/2023 | Peak Asset Management LLC | 1,805 | $280 | 12/31/2023 | IWN | 1,805 | $280 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 1,757 | $279 | 03/31/2024 | IWN | 1,757 | $279 | 03/31/2024 | Three Bridge Wealth Advisors LLC | 1,790 | $278 | 12/31/2023 | IWN | 1,790 | $278 | 12/31/2023 | Palisade Asset Management LLC | 1,784 | $277 | 12/31/2023 | IWN | 1,784 | $277 | 12/31/2023 | Norwood Financial Corp | 1,731 | $275 | 03/31/2024 | IWN | 1,731 | $275 | 03/31/2024 | Shepherd Financial Partners LLC | 1,717 | $273 | 03/31/2024 | IWN | 1,717 | $273 | 03/31/2024 | Freestone Capital Holdings LLC | 1,760 | $273 | 12/31/2023 | IWN | 1,760 | $273 | 12/31/2023 | Larson Financial Group LLC | 1,752 | $272 | 12/31/2023 | IWN | 1,752 | $272 | 12/31/2023 | Bordeaux Wealth Advisors LLC | 1,750 | $272 | 12/31/2023 | IWN | 1,750 | $272 | 12/31/2023 | Rhumbline Advisers | 1,735 | $269 | 12/31/2023 | IWN | 1,735 | $269 | 12/31/2023 | Litman Gregory Asset Management LLC | 1,734 | $269 | 12/31/2023 | IWN | 1,734 | $269 | 12/31/2023 | AdvisorNet Financial Inc | 1,673 | $266 | 03/31/2024 | IWN | 1,673 | $266 | 03/31/2024 | Summit Trail Advisors LLC | 1,668 | $265 | 03/31/2024 | IWN | 1,668 | $265 | 03/31/2024 | Sapient Capital LLC | 1,668 | $265 | 03/31/2024 | IWN | 1,668 | $265 | 03/31/2024 | Bedell Frazier Investment Counseling LLC | 1,708 | $265 | 12/31/2023 | IWN | 1,708 | $265 | 12/31/2023 | Chatham Capital Group Inc. | 1,660 | $264 | 03/31/2024 | IWN | 1,660 | $264 | 03/31/2024 | Marshall Financial Group Inc. ADV | 1,680 | $261 | 12/31/2023 | IWN | 1,680 | $261 | 12/31/2023 | Independence Bank of Kentucky | 1,634 | $259 | 03/31/2024 | IWN | 1,634 | $259 | 03/31/2024 | FCG Investment Co | 1,627 | $258 | 03/31/2024 | IWN | 1,627 | $258 | 03/31/2024 | TBH Global Asset Management LLC | 1,663 | $258 | 12/31/2023 | IWN | 1,663 | $258 | 12/31/2023 | Fulton Bank N.A. | 1,606 | $255 | 03/31/2024 | IWN | 1,606 | $255 | 03/31/2024 | Nvest Financial LLC | 1,605 | $255 | 03/31/2024 | IWN | 1,605 | $255 | 03/31/2024 | American Trust | 1,640 | $255 | 12/31/2023 | IWN | 1,640 | $255 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 1,642 | $255 | 12/31/2023 | IWN | 1,642 | $255 | 12/31/2023 | Diversified Investment Strategies LLC | 1,585 | $252 | 03/31/2024 | IWN | 1,585 | $252 | 03/31/2024 | Sugarloaf Wealth Management LLC | 1,581 | $251 | 03/31/2024 | IWN | 1,581 | $251 | 03/31/2024 | University of Pittsburgh Of the Commonwealth System of Higher Education | 1,615 | $251 | 12/31/2023 | IWN | 1,615 | $251 | 12/31/2023 | Ellis Investment Partners LLC | 1,562 | $248 | 03/31/2024 | IWN | 1,562 | $248 | 03/31/2024 | CCG Wealth Management LLC | 1,560 | $248 | 03/31/2024 | IWN | 1,560 | $248 | 03/31/2024 | Mather Group LLC. | 1,591 | $247 | 03/31/2024 | IWN | 1,591 | $247 | 03/31/2024 | Dentgroup LLC | 1,546 | $246 | 03/31/2024 | IWN | 1,546 | $246 | 03/31/2024 | Paragon Financial Partners Inc. | 1,551 | $246 | 03/31/2024 | IWN | 1,551 | $246 | 03/31/2024 | Trust Co. of Vermont | 1,581 | $246 | 12/31/2023 | IWN | 1,581 | $246 | 12/31/2023 | Bragg Financial Advisors Inc | 1,581 | $246 | 12/31/2023 | IWN | 1,581 | $246 | 12/31/2023 | Sigma Investment Counselors Inc. | 1,577 | $245 | 12/31/2023 | IWN | 1,577 | $245 | 12/31/2023 | Assetmark Inc. | 1,572 | $244 | 12/31/2023 | IWN | 1,572 | $244 | 12/31/2023 | My Personal CFO LLC | 1,531 | $243 | 03/31/2024 | IWN | 1,531 | $243 | 03/31/2024 | Sigma Planning Corp | 1,564 | $243 | 12/31/2023 | IWN | 1,564 | $243 | 12/31/2023 | Investmark Advisory Group LLC | 1,566 | $243 | 12/31/2023 | IWN | 1,566 | $243 | 12/31/2023 | Alexander Randolph Advisory Inc. | 1,555 | $242 | 12/31/2023 | IWN | 1,555 | $242 | 12/31/2023 | Dynamic Advisor Solutions LLC | 1,493 | $237 | 03/31/2024 | IWN | 1,493 | $237 | 03/31/2024 | Compass Ion Advisors LLC | 1,478 | $235 | 03/31/2024 | IWN | 1,478 | $235 | 03/31/2024 | Montecito Bank & Trust | 1,471 | $234 | 03/31/2024 | IWN | 1,471 | $234 | 03/31/2024 | TCTC Holdings LLC | 1,505 | $234 | 12/31/2023 | IWN | 1,505 | $234 | 12/31/2023 | Lindbrook Capital LLC | 1,505 | $234 | 12/31/2023 | IWN | 1,505 | $234 | 12/31/2023 | LWS Wealth Advisors Inc. | 1,509 | $234 | 12/31/2023 | IWN | 1,509 | $234 | 12/31/2023 | Union Savings Bank | 1,501 | $233 | 12/31/2023 | IWN | 1,501 | $233 | 12/31/2023 | Emprise Bank | 1,461 | $232 | 03/31/2024 | IWN | 1,461 | $232 | 03/31/2024 | Circle Wealth Management LLC | 1,493 | $232 | 12/31/2023 | IWN | 1,493 | $232 | 12/31/2023 | Northstar Group Inc. | 1,455 | $231 | 03/31/2024 | IWN | 1,455 | $231 | 03/31/2024 | Keystone Wealth Services LLC | 1,443 | $229 | 03/31/2024 | IWN | 1,443 | $229 | 03/31/2024 | Live Oak Private Wealth LLC | 1,438 | $228 | 03/31/2024 | IWN | 1,438 | $228 | 03/31/2024 | Epic Trust Investment Advisors LLC | 1,438 | $228 | 03/31/2024 | IWN | 1,438 | $228 | 03/31/2024 | Saxon Interests Inc. | 1,424 | $226 | 03/31/2024 | IWN | 1,424 | $226 | 03/31/2024 | EPG Wealth Management LLC | 1,530 | $225 | 12/31/2023 | IWN | 1,530 | $225 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 1,413 | $224 | 03/31/2024 | IWN | 1,413 | $224 | 03/31/2024 | Romano Brothers AND Company | 1,403 | $223 | 03/31/2024 | IWN | 1,403 | $223 | 03/31/2024 | International Assets Investment Management LLC | 1,410 | $222 | 03/31/2024 | IWN | 1,410 | $222 | 03/31/2024 | Trust Point Inc. | 1,392 | $221 | 03/31/2024 | IWN | 1,392 | $221 | 03/31/2024 | Laurel Wealth Advisors LLC | 1,420 | $220 | 12/31/2023 | IWN | 1,420 | $220 | 12/31/2023 | Scotia Capital Inc. | 1,412 | $219 | 12/31/2023 | IWN | 1,412 | $219 | 12/31/2023 | Annandale Capital LLC | 1,408 | $219 | 12/31/2023 | IWN | 1,408 | $219 | 12/31/2023 | Bensler LLC | 1,412 | $219 | 12/31/2023 | IWN | 1,412 | $219 | 12/31/2023 | Smith Salley & Associates | 1,399 | $217 | 12/31/2023 | IWN | 1,399 | $217 | 12/31/2023 | S.A. Mason LLC | 1,363 | $216 | 03/31/2024 | IWN | 1,363 | $216 | 03/31/2024 | Sand Hill Global Advisors LLC | 1,385 | $215 | 12/31/2023 | IWN | 1,385 | $215 | 12/31/2023 | Cherry Tree Wealth Management LLC | 1,376 | $214 | 12/31/2023 | IWN | 1,376 | $214 | 12/31/2023 | Belpointe Asset Management LLC | 1,365 | $212 | 12/31/2023 | IWN | 1,365 | $212 | 12/31/2023 | Ieq Capital LLC | 1,364 | $212 | 12/31/2023 | IWN | 1,364 | $212 | 12/31/2023 | Westshore Wealth LLC | 1,365 | $212 | 12/31/2023 | IWN | 1,365 | $212 | 12/31/2023 | Northern Oak Wealth Management Inc. | 1,361 | $211 | 12/31/2023 | IWN | 1,361 | $211 | 12/31/2023 | Kanawha Capital Management LLC | 1,350 | $210 | 12/31/2023 | IWN | 1,350 | $210 | 12/31/2023 | Thrivent Financial for Lutherans | 1,346 | $209 | 12/31/2023 | IWN | 1,346 | $209 | 12/31/2023 | Mission Wealth Management LP | 1,348 | $209 | 12/31/2023 | IWN | 1,348 | $209 | 12/31/2023 | NCM Capital Management LLC | 1,333 | $207 | 12/31/2023 | IWN | 1,333 | $207 | 12/31/2023 | Athena Investment Management | 1,325 | $206 | 12/31/2023 | IWN | 1,325 | $206 | 12/31/2023 | JMG Financial Group Ltd. | 1,318 | $205 | 12/31/2023 | IWN | 1,318 | $205 | 12/31/2023 | Russell Investments Group Ltd. | 1,322 | $205 | 12/31/2023 | IWN | 1,322 | $205 | 12/31/2023 | Accel Wealth Management | 1,285 | $204 | 03/31/2024 | IWN | 1,285 | $204 | 03/31/2024 | Wells Trecaso Financial Group LLC | 1,277 | $203 | 03/31/2024 | IWN | 1,277 | $203 | 03/31/2024 | Proequities Inc. | 1,306 | $203 | 12/31/2023 | IWN | 1,306 | $203 | 12/31/2023 | Crestwood Advisors Group LLC | 1,309 | $203 | 12/31/2023 | IWN | 1,309 | $203 | 12/31/2023 | HM Payson & Co. | 1,299 | $202 | 12/31/2023 | IWN | 1,299 | $202 | 12/31/2023 | Tyler Stone Wealth Management | 1,300 | $202 | 12/31/2023 | IWN | 1,300 | $202 | 12/31/2023 | Parkside Advisors LLC | 1,267 | $201 | 03/31/2024 | IWN | 1,267 | $201 | 03/31/2024 | 9258 Wealth Management LLC | 1,295 | $201 | 12/31/2023 | IWN | 1,295 | $201 | 12/31/2023 | Farther Finance Advisors LLC | 1,296 | $201 | 12/31/2023 | IWN | 1,296 | $201 | 12/31/2023 | JDM Financial Group LLC | 1,268 | $197 | 12/31/2023 | IWN | 1,268 | $197 | 12/31/2023 | WASHINGTON TRUST Co | 1,232 | $196 | 03/31/2024 | IWN | 1,232 | $196 | 03/31/2024 | Armstrong Advisory Group Inc. | 1,254 | $195 | 03/31/2024 | IWN | 1,254 | $195 | 03/31/2024 | Washington Trust Advisors Inc. | 1,236 | $192 | 12/31/2023 | IWN | 1,236 | $192 | 12/31/2023 | Anchor Investment Management LLC | 1,161 | $180 | 12/31/2023 | IWN | 1,161 | $180 | 12/31/2023 | New Republic Capital LLC | 1,159 | $180 | 12/31/2023 | IWN | 1,159 | $180 | 12/31/2023 | National Bank of Canada FI | 1,145 | $177 | 12/31/2023 | IWN | 1,145 | $177 | 12/31/2023 | Stephens Consulting LLC | 1,111 | $176 | 03/31/2024 | IWN | 1,111 | $176 | 03/31/2024 | Plante Moran Financial Advisors LLC | 1,123 | $174 | 12/31/2023 | IWN | 1,123 | $174 | 12/31/2023 | Lazard Asset Management LLC | 1,100 | $170 | 12/31/2023 | IWN | 1,100 | $170 | 12/31/2023 | Signaturefd LLC | 1,081 | $168 | 12/31/2023 | IWN | 1,081 | $168 | 12/31/2023 | Red Tortoise LLC | 1,021 | $162 | 03/31/2024 | IWN | 1,021 | $162 | 03/31/2024 | McClarren Financial Advisors Inc. | 1,042 | $162 | 12/31/2023 | IWN | 1,042 | $162 | 12/31/2023 | Grand Wealth Management LLC | 1,046 | $162 | 12/31/2023 | IWN | 1,046 | $162 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 1,015 | $161 | 03/31/2024 | IWN | 1,015 | $161 | 03/31/2024 | Centaurus Financial Inc. | 1,023 | $159 | 12/31/2023 | IWN | 1,023 | $159 | 12/31/2023 | Greenwood Gearhart Inc. | 1,000 | $155 | 12/31/2023 | IWN | 1,000 | $155 | 12/31/2023 | City State Bank | 966 | $153 | 03/31/2024 | IWN | 966 | $153 | 03/31/2024 | Nvwm LLC | 929 | $144 | 12/31/2023 | IWN | 929 | $144 | 12/31/2023 | Planned Solutions Inc. | 913 | $142 | 12/31/2023 | IWN | 913 | $142 | 12/31/2023 | Capital Advisors Ltd. LLC | 858 | $136 | 03/31/2024 | IWN | 858 | $136 | 03/31/2024 | Versant Capital Management Inc | 856 | $136 | 03/31/2024 | IWN | 856 | $136 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 873 | $136 | 12/31/2023 | IWN | 873 | $136 | 12/31/2023 | ICA Group Wealth Management LLC | 837 | $130 | 12/31/2023 | IWN | 837 | $130 | 12/31/2023 | Bromfield Sneider Wealth Advisors | 811 | $129 | 03/31/2024 | IWN | 811 | $129 | 03/31/2024 | Addison Advisors LLC | 826 | $128 | 12/31/2023 | IWN | 826 | $128 | 12/31/2023 | WealthShield Partners LLC | 818 | $127 | 12/31/2023 | IWN | 818 | $127 | 12/31/2023 | Coston McIsaac & Partners | 755 | $119 | 03/31/2024 | IWN | 755 | $119 | 03/31/2024 | First United Bank Trust | 744 | $116 | 12/31/2023 | IWN | 744 | $116 | 12/31/2023 | Atticus Wealth Management LLC | 715 | $114 | 03/31/2024 | IWN | 715 | $114 | 03/31/2024 | Sage Mountain Advisors LLC | 709 | $113 | 03/31/2024 | IWN | 709 | $113 | 03/31/2024 | South State CORP. | 701 | $109 | 12/31/2023 | IWN | 701 | $109 | 12/31/2023 | GW&K Investment Management LLC | 699 | $109 | 12/31/2023 | IWN | 699 | $109 | 12/31/2023 | SOA Wealth Advisors LLC. | 680 | $108 | 03/31/2024 | IWN | 680 | $108 | 03/31/2024 | Oakworth Capital Inc. | 670 | $106 | 03/31/2024 | IWN | 670 | $106 | 03/31/2024 | GAMMA Investing LLC | 662 | $105 | 03/31/2024 | IWN | 662 | $105 | 03/31/2024 | BOK Financial Private Wealth Inc. | 669 | $104 | 12/31/2023 | IWN | 669 | $104 | 12/31/2023 | West Paces Advisors Inc. | 650 | $103 | 03/31/2024 | IWN | 650 | $103 | 03/31/2024 | Atwood & Palmer Inc. | 639 | $101 | 03/31/2024 | IWN | 639 | $101 | 03/31/2024 | Evensky & Katz LLC | 631 | $100 | 03/31/2024 | IWN | 631 | $100 | 03/31/2024 | Focused Wealth Management Inc | 644 | $100 | 12/31/2023 | IWN | 644 | $100 | 12/31/2023 | Rockbridge Investment Management LCC | 643 | $100 | 12/31/2023 | IWN | 643 | $100 | 12/31/2023 | JTC Employer Solutions Trusteee Ltd | 610 | $96 | 03/31/2024 | IWN | 610 | $96 | 03/31/2024 | Westside Investment Management Inc. | 560 | $89 | 03/31/2024 | IWN | 560 | $89 | 03/31/2024 | AlphaMark Advisors LLC | 534 | $85 | 03/31/2024 | IWN | 534 | $85 | 03/31/2024 | Tortoise Investment Management LLC | 550 | $85 | 12/31/2023 | IWN | 550 | $85 | 12/31/2023 | CoreFirst Bank & Trust | 525 | $82 | 12/31/2023 | IWN | 525 | $82 | 12/31/2023 | Balentine LLC | 509 | $79 | 12/31/2023 | IWN | 509 | $79 | 12/31/2023 | Brown Brothers Harriman & Co. | 502 | $78 | 12/31/2023 | IWN | 502 | $78 | 12/31/2023 | Manchester Capital Management LLC | 500 | $78 | 12/31/2023 | IWN | 500 | $78 | 12/31/2023 | Northwest Financial Advisors | 500 | $78 | 12/31/2023 | IWN | 500 | $78 | 12/31/2023 | Stonehage Fleming Financial Services Holdings Ltd | 489 | $76 | 12/31/2023 | IWN | 489 | $76 | 12/31/2023 | Caitlin John LLC | 486 | $75 | 12/31/2023 | IWN | 486 | $75 | 12/31/2023 | Windsor Advisory Group LLC | 474 | $74 | 12/31/2023 | IWN | 474 | $74 | 12/31/2023 | WCM Investment Management LLC | 459 | $72 | 12/31/2023 | IWN | 459 | $72 | 12/31/2023 | Banque Cantonale Vaudoise | 446 | $71 | 03/31/2024 | IWN | 446 | $71 | 03/31/2024 | Aspire Private Capital LLC | 440 | $70 | 03/31/2024 | IWN | 440 | $70 | 03/31/2024 | Hallmark Capital Management Inc. | 438 | $68 | 12/31/2023 | IWN | 438 | $68 | 12/31/2023 | McCarthy Grittinger Financial Group LLC | 417 | $66 | 03/31/2024 | IWN | 417 | $66 | 03/31/2024 | Frazier Financial Advisors LLC | 428 | $66 | 12/31/2023 | IWN | 428 | $66 | 12/31/2023 | Hazlett Burt & Watson Inc. | 413 | $64 | 12/31/2023 | IWN | 413 | $64 | 12/31/2023 | Bear Mountain Capital Inc. | 421 | $62 | 12/31/2023 | IWN | 421 | $62 | 12/31/2023 | CNB Bank | 384 | $60 | 12/31/2023 | IWN | 384 | $60 | 12/31/2023 | Rice Partnership LLC | 375 | $58 | 12/31/2023 | IWN | 375 | $58 | 12/31/2023 | GPS Wealth Strategies Group LLC | 370 | $57 | 12/31/2023 | IWN | 370 | $57 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 367 | $57 | 12/31/2023 | IWN | 367 | $57 | 12/31/2023 | Grove Bank & Trust | 361 | $56 | 12/31/2023 | IWN | 361 | $56 | 12/31/2023 | Livelsberger Financial Advisory | 364 | $56 | 12/31/2023 | IWN | 364 | $56 | 12/31/2023 | EverSource Wealth Advisors LLC | 355 | $55 | 12/31/2023 | IWN | 355 | $55 | 12/31/2023 | Roble Belko & Company Inc | 340 | $54 | 03/31/2024 | IWN | 340 | $54 | 03/31/2024 | Ballast Advisors LLC | 338 | $53 | 12/31/2023 | IWN | 338 | $53 | 12/31/2023 | Financial Perspectives Inc | 330 | $52 | 03/31/2024 | IWN | 330 | $52 | 03/31/2024 | Pinnacle Bank | 312 | $50 | 03/31/2024 | IWN | 312 | $50 | 03/31/2024 | Marquette Asset Management LLC | 324 | $50 | 12/31/2023 | IWN | 324 | $50 | 12/31/2023 | Future Financial Wealth Managment LLC | 300 | $48 | 03/31/2024 | IWN | 300 | $48 | 03/31/2024 | DT Investment Partners LLC | 313 | $48 | 12/31/2023 | IWN | 313 | $48 | 12/31/2023 | Bbjs Financial Advisors LLC | 310 | $48 | 12/31/2023 | IWN | 310 | $48 | 12/31/2023 | Private Ocean LLC | 295 | $47 | 03/31/2024 | IWN | 295 | $47 | 03/31/2024 | Tidemark LLC | 294 | $46 | 12/31/2023 | IWN | 294 | $46 | 12/31/2023 | Ronald Blue Trust Inc. | 278 | $43 | 12/31/2023 | IWN | 278 | $43 | 12/31/2023 | United Community Bank | 273 | $42 | 12/31/2023 | IWN | 273 | $42 | 12/31/2023 | FSC Wealth Advisors LLC | 258 | $41 | 03/31/2024 | IWN | 258 | $41 | 03/31/2024 | Creative Financial Designs Inc. ADV | 253 | $39 | 12/31/2023 | IWN | 253 | $39 | 12/31/2023 | Spotlight Asset Group Inc. | 254 | $39 | 12/31/2023 | IWN | 254 | $39 | 12/31/2023 | Salomon & Ludwin LLC | 236 | $37 | 12/31/2023 | IWN | 236 | $37 | 12/31/2023 | Archer Investment Corp | 231 | $36 | 12/31/2023 | IWN | 231 | $36 | 12/31/2023 | Sanctuary Wealth Management L.L.C. | 222 | $34 | 12/31/2023 | IWN | 222 | $34 | 12/31/2023 | Pflug Koory LLC | 205 | $33 | 03/31/2024 | IWN | 205 | $33 | 03/31/2024 | Matrix Private Capital Group LLC | 212 | $33 | 12/31/2023 | IWN | 212 | $33 | 12/31/2023 | Sound Income Strategies LLC | 202 | $32 | 03/31/2024 | IWN | 202 | $32 | 03/31/2024 | Community Bank N.A. | 209 | $32 | 12/31/2023 | IWN | 209 | $32 | 12/31/2023 | Semmax Financial Advisors Inc. | 221 | $32 | 12/31/2023 | IWN | 221 | $32 | 12/31/2023 | Wolverine Asset Management LLC | 200 | $31 | 12/31/2023 | IWN | 200 | $31 | 12/31/2023 | Biltmore Family Office LLC | 200 | $31 | 12/31/2023 | IWN | 200 | $31 | 12/31/2023 | Tsfg LLC | 190 | $30 | 03/31/2024 | IWN | 190 | $30 | 03/31/2024 | DB Wealth Management Group LLC | 193 | $30 | 12/31/2023 | IWN | 193 | $30 | 12/31/2023 | Northwest Capital Management Inc | 180 | $29 | 03/31/2024 | IWN | 180 | $29 | 03/31/2024 | Nalls Sherbakoff Group LLC | 187 | $29 | 12/31/2023 | IWN | 187 | $29 | 12/31/2023 | MCF Advisors LLC | 163 | $26 | 03/31/2024 | IWN | 163 | $26 | 03/31/2024 | Retirement Group LLC | 168 | $26 | 12/31/2023 | IWN | 168 | $26 | 12/31/2023 | Perkins Coie Trust Co | 155 | $25 | 03/31/2024 | IWN | 155 | $25 | 03/31/2024 | Game Plan Financial Advisors LLC | 160 | $25 | 03/31/2024 | IWN | 160 | $25 | 03/31/2024 | Hanson & Doremus Investment Management | 151 | $24 | 03/31/2024 | IWN | 151 | $24 | 03/31/2024 | Resources Management Corp CT ADV | 155 | $24 | 12/31/2023 | IWN | 155 | $24 | 12/31/2023 | Pacific Capital Wealth Advisors Inc. | 153 | $24 | 12/31/2023 | IWN | 153 | $24 | 12/31/2023 | Planning Capital Management Corp | 154 | $24 | 12/31/2023 | IWN | 154 | $24 | 12/31/2023 | Horizon Bancorp Inc. IN | 145 | $23 | 03/31/2024 | IWN | 145 | $23 | 03/31/2024 | Westend Capital Management LLC | 142 | $23 | 03/31/2024 | IWN | 142 | $23 | 03/31/2024 | Monetary Management Group Inc. | 150 | $23 | 12/31/2023 | IWN | 150 | $23 | 12/31/2023 | Investors Research Corp | 150 | $23 | 12/31/2023 | IWN | 150 | $23 | 12/31/2023 | Sittner & Nelson LLC | 151 | $23 | 12/31/2023 | IWN | 151 | $23 | 12/31/2023 | Armor Investment Advisors LLC | 130 | $21 | 03/31/2024 | IWN | 130 | $21 | 03/31/2024 | Atlantic Trust LLC | 137 | $21 | 12/31/2023 | IWN | 137 | $21 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 136 | $21 | 12/31/2023 | IWN | 136 | $21 | 12/31/2023 | Bell Investment Advisors Inc | 128 | $20 | 12/31/2023 | IWN | 128 | $20 | 12/31/2023 | Main Street Group LTD | 131 | $20 | 12/31/2023 | IWN | 131 | $20 | 12/31/2023 | Sunbelt Securities Inc. | 114 | $18 | 03/31/2024 | IWN | 114 | $18 | 03/31/2024 | Able Wealth Management LLC | 117 | $18 | 12/31/2023 | IWN | 117 | $18 | 12/31/2023 | Salem Investment Counselors Inc. | 105 | $17 | 03/31/2024 | IWN | 105 | $17 | 03/31/2024 | Horizons Wealth Management | 100 | $16 | 03/31/2024 | IWN | 100 | $16 | 03/31/2024 | Element Wealth LLC | 106 | $16 | 12/31/2023 | IWN | 106 | $16 | 12/31/2023 | Smartleaf Asset Management LLC | 100 | $16 | 12/31/2023 | IWN | 100 | $16 | 12/31/2023 | Pineridge Advisors LLC | 101 | $16 | 12/31/2023 | IWN | 101 | $16 | 12/31/2023 | Barrett & Company Inc. | 95 | $15 | 03/31/2024 | IWN | 95 | $15 | 03/31/2024 | Institutional & Family Asset Management LLC | 93 | $15 | 12/31/2023 | IWN | 93 | $15 | 12/31/2023 | Aptus Capital Advisors LLC | 91 | $14 | 12/31/2023 | IWN | 91 | $14 | 12/31/2023 | 1832 Asset Management L.P. | 84 | $13 | 12/31/2023 | IWN | 84 | $13 | 12/31/2023 | Pacifica Partners Inc. | 77 | $12 | 03/31/2024 | IWN | 77 | $12 | 03/31/2024 | Milestone Investment Advisors LLC | 76 | $12 | 12/31/2023 | IWN | 76 | $12 | 12/31/2023 | GoalVest Advisory LLC | 72 | $11 | 03/31/2024 | IWN | 72 | $11 | 03/31/2024 | Morton Brown Family Wealth LLC | 70 | $11 | 03/31/2024 | IWN | 70 | $11 | 03/31/2024 | Register Financial Advisors LLC | 70 | $11 | 03/31/2024 | IWN | 70 | $11 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 70 | $11 | 12/31/2023 | IWN | 70 | $11 | 12/31/2023 | Nemes Rush Group LLC | 72 | $11 | 12/31/2023 | IWN | 72 | $11 | 12/31/2023 | Turtle Creek Wealth Advisors LLC | 70 | $11 | 12/31/2023 | IWN | 70 | $11 | 12/31/2023 | Fairman Group LLC | 69 | $11 | 12/31/2023 | IWN | 69 | $11 | 12/31/2023 | Central Bank & Trust Co. | 65 | $10 | 03/31/2024 | IWN | 65 | $10 | 03/31/2024 | Founders Capital Management | 66 | $10 | 03/31/2024 | IWN | 66 | $10 | 03/31/2024 | Ogorek Anthony Joseph NY ADV | 65 | $10 | 12/31/2023 | IWN | 65 | $10 | 12/31/2023 | Founders Financial Alliance LLC | 63 | $10 | 12/31/2023 | IWN | 63 | $10 | 12/31/2023 | Eagle Bay Advisors LLC | 66 | $10 | 12/31/2023 | IWN | 66 | $10 | 12/31/2023 | Activest Wealth Management | 57 | $9 | 03/31/2024 | IWN | 57 | $9 | 03/31/2024 | Fairfield Bush & CO. | 56 | $9 | 12/31/2023 | IWN | 56 | $9 | 12/31/2023 | Tower Research Capital LLC TRC | 55 | $9 | 12/31/2023 | IWN | 55 | $9 | 12/31/2023 | Capital Investment Advisory Services LLC | 61 | $9 | 12/31/2023 | IWN | 61 | $9 | 12/31/2023 | RE Dickinson Investment Advisors LLC | 58 | $9 | 12/31/2023 | IWN | 58 | $9 | 12/31/2023 | Running Point Capital Advisors LLC | 60 | $9 | 12/31/2023 | IWN | 60 | $9 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 63 | $9 | 12/31/2023 | IWN | 63 | $9 | 12/31/2023 | Beacon Capital Management LLC | 59 | $9 | 12/31/2023 | IWN | 59 | $9 | 12/31/2023 | ORG Partners LLC | 58 | $9 | 12/31/2023 | IWN | 58 | $9 | 12/31/2023 | Advantage Trust Co | 55 | $9 | 12/31/2023 | IWN | 55 | $9 | 12/31/2023 | Caldwell Sutter Capital Inc. | 48 | $8 | 03/31/2024 | IWN | 48 | $8 | 03/31/2024 | IAG Wealth Partners LLC | 50 | $8 | 03/31/2024 | IWN | 50 | $8 | 03/31/2024 | Pin Oak Investment Advisors Inc. | 50 | $8 | 12/31/2023 | IWN | 50 | $8 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 49 | $8 | 12/31/2023 | IWN | 49 | $8 | 12/31/2023 | Gradient Investments LLC | 47 | $7 | 03/31/2024 | IWN | 47 | $7 | 03/31/2024 | Mechanics Financial Corp | 45 | $7 | 12/31/2023 | IWN | 45 | $7 | 12/31/2023 | Optimum Investment Advisors | 40 | $6 | 03/31/2024 | IWN | 40 | $6 | 03/31/2024 | Northwest Investment Counselors LLC | 36 | $6 | 03/31/2024 | IWN | 36 | $6 | 03/31/2024 | Hexagon Capital Partners LLC | 29 | $5 | 03/31/2024 | IWN | 29 | $5 | 03/31/2024 | McIlrath & Eck LLC | 32 | $5 | 12/31/2023 | IWN | 32 | $5 | 12/31/2023 | PrairieView Partners LLC | 30 | $5 | 12/31/2023 | IWN | 30 | $5 | 12/31/2023 | Ables Iannone Moore & Associates Inc. | 31 | $5 | 12/31/2023 | IWN | 31 | $5 | 12/31/2023 | Woodmont Investment Counsel LLC | 26 | $4 | 03/31/2024 | IWN | 26 | $4 | 03/31/2024 | Wolff Wiese Magana LLC | 23 | $4 | 03/31/2024 | IWN | 23 | $4 | 03/31/2024 | Wetzel Investment Advisors Inc. | 29 | $4 | 03/31/2024 | IWN | 29 | $4 | 03/31/2024 | Lee Financial Co | 27 | $4 | 12/31/2023 | IWN | 27 | $4 | 12/31/2023 | Mascoma Wealth Management LLC | 28 | $4 | 12/31/2023 | IWN | 28 | $4 | 12/31/2023 | First Command Advisory Services Inc. | 28 | $4 | 12/31/2023 | IWN | 28 | $4 | 12/31/2023 | Belmont Capital LLC | 25 | $4 | 12/31/2023 | IWN | 25 | $4 | 12/31/2023 | Maryland Capital Advisors Inc. | 17 | $3 | 03/31/2024 | IWN | 17 | $3 | 03/31/2024 | JNBA Financial Advisors | 21 | $3 | 12/31/2023 | IWN | 21 | $3 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 17 | $3 | 12/31/2023 | IWN | 17 | $3 | 12/31/2023 | Bradley & Co. Private Wealth Management LLC | 19 | $3 | 12/31/2023 | IWN | 19 | $3 | 12/31/2023 | Cape Investment Advisory Inc. | 17 | $3 | 12/31/2023 | IWN | 17 | $3 | 12/31/2023 | Coastal Investment Advisors Inc. | 15 | $2 | 03/31/2024 | IWN | 15 | $2 | 03/31/2024 | MeadowBrook Investment Advisors LLC | 11 | $2 | 12/31/2023 | IWN | 11 | $2 | 12/31/2023 | Castleview Partners LLC | 16 | $2 | 12/31/2023 | IWN | 16 | $2 | 12/31/2023 | Scarborough Advisors LLC | 13 | $2 | 12/31/2023 | IWN | 13 | $2 | 12/31/2023 | JJJ Advisors Inc. | 5 | $1 | 03/31/2024 | IWN | 5 | $1 | 03/31/2024 | Provident Wealth Management LLC | 5 | $1 | 03/31/2024 | IWN | 5 | $1 | 03/31/2024 | Rosenberg Matthew Hamilton | 9 | $1 | 03/31/2024 | IWN | 9 | $1 | 03/31/2024 | Global Wealth Strategies & Associates | 9 | $1 | 03/31/2024 | IWN | 9 | $1 | 03/31/2024 | Concord Wealth Partners | 5 | $1 | 12/31/2023 | IWN | 5 | $1 | 12/31/2023 | Ruedi Wealth Management Inc. | 6 | $1 | 12/31/2023 | IWN | 6 | $1 | 12/31/2023 | Dunhill Financial LLC | 4 | $1 | 12/31/2023 | IWN | 4 | $1 | 12/31/2023 | Fortis Advisors LLC | 1 | $0 | 12/31/2023 | IWN | 1 | $0 | 12/31/2023 | Prestige Wealth Management Group LLC | 2 | $0 | 12/31/2023 | IWN | 2 | $0 | 12/31/2023 | Cornerstone Planning Group LLC | 2 | $0 | 12/31/2023 | IWN | 2 | $0 | 12/31/2023 | Walleye Trading LLC | | $-67 | 12/31/2023 | Put | 2,800 | $435 | 12/31/2023 | IWN | 1,270 | $197 | 12/31/2023 | Call | 1,100 | $171 | 12/31/2023 | Walleye Capital LLC | | $-187 | 12/31/2023 | Put | 1,300 | $202 | 12/31/2023 | IWN | 96 | $15 | 12/31/2023 | Parallax Volatility Advisers L.P. | | $-7,096 | 12/31/2023 | Put | 50,000 | $7,766 | 12/31/2023 | IWN | 4,313 | $670 | 12/31/2023 | Millennium Management LLC | 17,141 | $-28,403 | 12/31/2023 | Put | 200,000 | $31,066 | 12/31/2023 | IWN | 17,141 | $2,663 | 12/31/2023 |
See Summary: Institutional Holders of IWN
See Details: Top 10 Hedge Funds Holding IWN
Also See: IWN Holdings Changes
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