 |
|
|
This page summarizes the IWR holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IWR is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IWR Share Count |
|---|
| Richardson Capital Management LLC |
755 |
6,263 |
+5,508 |
+729.54% |
| Hazlett Burt & Watson Inc. |
456 |
2,891 |
+2,435 |
+533.99% |
| CWM LLC |
23,819 |
116,732 |
+92,913 |
+390.08% |
| Dover Advisors LLC |
3,626 |
16,393 |
+12,767 |
+352.10% |
| Smith Chas P & Associates PA Cpas |
9,630 |
37,592 |
+27,962 |
+290.36% |
| Breakwater Capital Group |
3,225 |
9,666 |
+6,441 |
+199.72% |
| GAMMA Investing LLC |
5,839 |
14,449 |
+8,610 |
+147.46% |
| Aspire Wealth Management Corp |
81 |
198 |
+117 |
+144.44% |
| Bellevue Asset Management LLC |
470 |
1,141 |
+671 |
+142.77% |
| Wealthcare Advisory Partners LLC |
9,230 |
20,411 |
+11,181 |
+121.14% |
| Financial Synergies Wealth Advisors Inc. |
172 |
380 |
+208 |
+120.93% |
| Fifth Third Wealth Advisors LLC |
52,786 |
111,670 |
+58,884 |
+111.55% |
| Private Capital Management LLC |
2,856 |
5,304 |
+2,448 |
+85.71% |
| Dentgroup LLC |
5,307 |
9,588 |
+4,281 |
+80.67% |
| Prairieview Wealth Partners LLC |
22,496 |
37,891 |
+15,395 |
+68.43% |
| Sandy Cove Advisors LLC |
6,405 |
10,655 |
+4,250 |
+66.35% |
| Relyea Zuckerberg Hanson LLC |
2,714 |
3,835 |
+1,121 |
+41.30% |
| Strategic Financial Concepts LLC |
9,857 |
13,691 |
+3,834 |
+38.90% |
| AdvisorNet Financial Inc |
1,659 |
2,232 |
+573 |
+34.54% |
| Atlas Brown Inc. |
11,610 |
15,430 |
+3,820 |
+32.90% |
| Bordeaux Wealth Advisors LLC |
3,866 |
5,118 |
+1,252 |
+32.38% |
| Matrix Asset Advisors Inc. NY |
30,734 |
40,036 |
+9,302 |
+30.27% |
| PFG Investments LLC |
13,224 |
16,800 |
+3,576 |
+27.04% |
| HTLF Bank |
3,525 |
4,377 |
+852 |
+24.17% |
| First Citizens Bank & Trust Co. |
149,143 |
179,445 |
+30,302 |
+20.32% |
| Fragasso Group Inc. |
3,101 |
3,714 |
+613 |
+19.77% |
| Strategic Blueprint LLC |
2,634 |
3,143 |
+509 |
+19.32% |
| Private Trust Co. NA |
17,305 |
20,480 |
+3,175 |
+18.35% |
| Brookstone Capital Management |
2,615 |
3,077 |
+462 |
+17.67% |
| Copeland Capital Management LLC |
86,602 |
101,081 |
+14,479 |
+16.72% |
| Plan Group Financial LLC |
70,837 |
82,140 |
+11,303 |
+15.96% |
| JGP Wealth Management LLC |
3,421 |
3,951 |
+530 |
+15.49% |
| Flagship Harbor Advisors LLC |
3,609 |
4,110 |
+501 |
+13.88% |
| Optimum Investment Advisors |
6,230 |
7,083 |
+853 |
+13.69% |
| Country Club Bank GFN |
47,666 |
54,146 |
+6,480 |
+13.59% |
| Taylor & Morgan Wealth Management LLC |
94,288 |
106,318 |
+12,030 |
+12.76% |
| Kohmann Bosshard Financial Services LLC |
13,415 |
14,997 |
+1,582 |
+11.79% |
| Independence Bank of Kentucky |
62,410 |
69,098 |
+6,688 |
+10.72% |
| Naples Global Advisors LLC |
23,290 |
25,638 |
+2,348 |
+10.08% |
| Cornerstone Wealth Management LLC |
15,121 |
16,621 |
+1,500 |
+9.92% |
| Unique Wealth LLC |
65,525 |
72,018 |
+6,493 |
+9.91% |
| Ashton Thomas Private Wealth LLC |
115,533 |
126,707 |
+11,174 |
+9.67% |
| Wedmont Private Capital |
6,629 |
7,198 |
+569 |
+8.58% |
| Allworth Financial LP |
10,482 |
11,340 |
+858 |
+8.19% |
| CCG Wealth Management LLC |
141,677 |
152,065 |
+10,388 |
+7.33% |
| Lpwm LLC |
37,053 |
39,627 |
+2,574 |
+6.95% |
| UMB Bank N A MO |
586,863 |
623,867 |
+37,004 |
+6.31% |
| Segment Wealth Management LLC |
5,905 |
6,257 |
+352 |
+5.96% |
| Stillwater Capital Advisors LLC |
8,237 |
8,705 |
+468 |
+5.68% |
| Centennial Wealth Advisory LLC |
30,794 |
32,428 |
+1,634 |
+5.31% |
| Millburn Ridgefield Corp |
664,220 |
697,781 |
+33,561 |
+5.05% |
| Catalyst Capital Advisors LLC |
664,220 |
697,781 |
+33,561 |
+5.05% |
| Brown Advisory Inc. |
292,762 |
305,649 |
+12,887 |
+4.40% |
| Diversified Trust Co |
88,603 |
92,246 |
+3,643 |
+4.11% |
| Saxon Interests Inc. |
16,757 |
17,406 |
+649 |
+3.87% |
| Signature Securities Group Corporation |
45,701 |
47,415 |
+1,714 |
+3.75% |
| Tanglewood Legacy Advisors LLC |
71,422 |
74,013 |
+2,591 |
+3.63% |
| Cambridge Investment Research Advisors Inc. |
464,540 |
480,908 |
+16,368 |
+3.52% |
| Simon Quick Advisors LLC |
88,110 |
91,099 |
+2,989 |
+3.39% |
| Bank of New York Mellon Corp |
7,708,436 |
7,954,498 |
+246,062 |
+3.19% |
| SlateStone Wealth LLC |
15,684 |
16,184 |
+500 |
+3.19% |
| Narus Financial Partners LLC |
5,706 |
5,882 |
+176 |
+3.08% |
| KMG Fiduciary Partners LLC |
3,883 |
3,976 |
+93 |
+2.40% |
| Ironwood Wealth Management LLC. |
5,490 |
5,617 |
+127 |
+2.31% |
| Bridges Investment Management Inc. |
45,398 |
46,361 |
+963 |
+2.12% |
| Financial Advisory Service Inc. |
29,188 |
29,787 |
+599 |
+2.05% |
| Dakota Wealth Management |
419,980 |
428,086 |
+8,106 |
+1.93% |
| Chicago Partners Investment Group LLC |
27,540 |
28,010 |
+470 |
+1.71% |
| First National Trust Co |
112,454 |
114,225 |
+1,771 |
+1.57% |
| Center for Financial Planning Inc. |
8,306 |
8,433 |
+127 |
+1.53% |
| Busey Wealth Management |
23,319 |
23,661 |
+342 |
+1.47% |
| Nvest Financial LLC |
37,343 |
37,884 |
+541 |
+1.45% |
| Nations Financial Group Inc. IA ADV |
23,911 |
24,255 |
+344 |
+1.44% |
| Bristlecone Advisors LLC |
172,647 |
174,938 |
+2,291 |
+1.33% |
| MV Capital Management Inc. |
56,247 |
56,960 |
+713 |
+1.27% |
| Nadler Financial Group Inc. |
63,487 |
64,254 |
+767 |
+1.21% |
| WASHINGTON TRUST Co |
997,347 |
1,008,965 |
+11,618 |
+1.16% |
| Capital Investment Advisory Services LLC |
1,037 |
1,049 |
+12 |
+1.16% |
| Bogart Wealth LLC |
1,478 |
1,493 |
+15 |
+1.01% |
| Sage Capital Advisors llc |
19,668 |
19,863 |
+195 |
+0.99% |
| Summit Financial Group Inc. |
42,380 |
42,793 |
+413 |
+0.97% |
| Adviser Investments LLC |
84,711 |
85,514 |
+803 |
+0.95% |
| Oakworth Capital Inc. |
1,076,982 |
1,087,043 |
+10,061 |
+0.93% |
| Peterson Financial Group Inc. |
20,892 |
21,081 |
+189 |
+0.90% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
26,340 |
26,566 |
+226 |
+0.86% |
| Taddei Ludwig & Associates Inc. |
15,829 |
15,961 |
+132 |
+0.83% |
| Lindbrook Capital LLC |
21,668 |
21,838 |
+170 |
+0.78% |
| Stephenson National Bank & Trust |
154,767 |
155,900 |
+1,133 |
+0.73% |
| Essex Financial Services Inc. |
61,867 |
62,296 |
+429 |
+0.69% |
| SOA Wealth Advisors LLC. |
29,180 |
29,368 |
+188 |
+0.64% |
| RMR Wealth Builders |
17,025 |
17,123 |
+98 |
+0.58% |
| Montecito Bank & Trust |
20,661 |
20,763 |
+102 |
+0.49% |
| One Day In July LLC |
2,995 |
3,008 |
+13 |
+0.43% |
| DGS Capital Management LLC |
2,702 |
2,712 |
+10 |
+0.37% |
| Silicon Valley Capital Partners |
335 |
336 |
+1 |
+0.30% |
| IFG Advisors LLC |
15,292 |
15,331 |
+39 |
+0.26% |
| Marks Group Wealth Management Inc |
3,509 |
3,518 |
+9 |
+0.26% |
| Main Line Retirement Advisors LLC |
3,035 |
3,043 |
+8 |
+0.26% |
| Bruce G. Allen Investments LLC |
3,430 |
3,439 |
+9 |
+0.26% |
| Objectivity Squared LLC |
3,127 |
3,135 |
+8 |
+0.26% |
| Greenhouse Wealth Management LLC |
7,130 |
7,148 |
+18 |
+0.25% |
| Marino Stram & Associates LLC |
3,282 |
3,290 |
+8 |
+0.24% |
| Unionview LLC |
3,829 |
3,838 |
+9 |
+0.24% |
| Next Level Private LLC |
8,663 |
8,684 |
+21 |
+0.24% |
| Blue Chip Partners Inc. |
2,283 |
2,288 |
+5 |
+0.22% |
| Monticello Wealth Management LLC |
20,946 |
20,992 |
+46 |
+0.22% |
| Rise Advisors LLC |
462 |
463 |
+1 |
+0.22% |
| Grimes & Company Inc. |
8,235 |
8,251 |
+16 |
+0.19% |
| Ellenbecker Investment Group |
26,450 |
26,499 |
+49 |
+0.19% |
| NBT Bank N A NY |
2,717 |
2,722 |
+5 |
+0.18% |
| Register Financial Advisors LLC |
5,468 |
5,478 |
+10 |
+0.18% |
| RFG Advisory LLC |
2,926 |
2,931 |
+5 |
+0.17% |
| Cahaba Wealth Management Inc. |
63,706 |
63,811 |
+105 |
+0.16% |
| Atlantic Union Bankshares Corp |
925,900 |
927,193 |
+1,293 |
+0.14% |
| GHP Investment Advisors Inc. |
4,829 |
4,836 |
+7 |
+0.14% |
| Arthur M. Cohen & Associates LLC |
4,976 |
4,983 |
+7 |
+0.14% |
| PPS&V Asset Management Consultants Inc. |
15,998 |
16,021 |
+23 |
+0.14% |
| Townsend Asset Management Corp NC ADV |
3,142 |
3,146 |
+4 |
+0.13% |
| CAPROCK Group Inc. |
8,437 |
8,448 |
+11 |
+0.13% |
| CVA Family Office LLC |
1,537 |
1,539 |
+2 |
+0.13% |
| Financial Freedom LLC |
1,520 |
1,522 |
+2 |
+0.13% |
| Greenleaf Trust |
74,872 |
74,944 |
+72 |
+0.10% |
| Zhang Financial LLC |
5,242 |
5,247 |
+5 |
+0.10% |
| Olistico Wealth LLC |
2,858 |
2,861 |
+3 |
+0.10% |
| New England Professional Planning Group Inc. |
7,273 |
7,279 |
+6 |
+0.08% |
| Commonwealth Equity Services LLC |
1,120,339 |
1,121,152 |
+813 |
+0.07% |
| Dominguez Wealth Management Solutions Inc. |
14,059 |
14,069 |
+10 |
+0.07% |
| Retirement Planning Group |
8,766 |
8,770 |
+4 |
+0.05% |
| Summit Trail Advisors LLC |
5,170 |
5,172 |
+2 |
+0.04% |
| Thrive Wealth Management LLC |
2,632 |
2,633 |
+1 |
+0.04% |
| Lbmc Investment Advisors LLC |
3,346 |
3,347 |
+1 |
+0.03% |
| MCF Advisors LLC |
7,333 |
7,335 |
+2 |
+0.03% |
| My Personal CFO LLC |
7,185 |
7,187 |
+2 |
+0.03% |
| Ironwood Financial llc |
9,929 |
9,931 |
+2 |
+0.02% |
| Fermata Advisors LLC |
6,618 |
6,619 |
+1 |
+0.02% |
| Tsfg LLC |
13,232 |
13,233 |
+1 |
+0.01% |
| Ballentine Partners LLC |
63,846 |
63,847 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In IWR |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
6,050 |
+6,050 |
+100% |
| First Financialcorp IN |
0 |
4,840 |
+4,840 |
+100% |
| ST Germain D J Co. Inc. |
0 |
70 |
+70 |
+100% |
| American National Bank & Trust Co. VA |
0 |
15,809 |
+15,809 |
+100% |
| Atwood & Palmer Inc. |
0 |
25 |
+25 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
928 |
+928 |
+100% |
| YHB Investment Advisors Inc. |
0 |
1,681 |
+1,681 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
462,297 |
+462,297 |
+100% |
| Silverleafe Capital Partners LLC |
0 |
2,640 |
+2,640 |
+100% |
| Aspen Investment Management Inc |
0 |
2,700 |
+2,700 |
+100% |
| BTC Capital Management Inc. |
0 |
45,586 |
+45,586 |
+100% |
| Financial Insights Inc. |
0 |
24,061 |
+24,061 |
+100% |
| McAdam LLC |
0 |
2,469 |
+2,469 |
+100% |
| Bfsg LLC |
0 |
706 |
+706 |
+100% |
| Aua Capital Management LLC |
0 |
2,519 |
+2,519 |
+100% |
| Security National Bank |
0 |
343,196 |
+343,196 |
+100% |
| 17 Capital Partners LLC |
0 |
2,440 |
+2,440 |
+100% |
| Wells Trecaso Financial Group LLC |
0 |
11,799 |
+11,799 |
+100% |
| Selective Wealth Management Inc. |
0 |
9,299 |
+9,299 |
+100% |
| Main Street Financial Solutions LLC |
0 |
2,488 |
+2,488 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
75,702 |
+75,702 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
682 |
+682 |
+100% |
| LifeSteps Financial Inc. |
0 |
292 |
+292 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
343 |
+343 |
+100% |
| Aprio Wealth Management LLC |
0 |
4,043 |
+4,043 |
+100% |
| Rosenberg Matthew Hamilton |
0 |
26 |
+26 |
+100% |
| Advisor Resource Council |
0 |
12,070 |
+12,070 |
+100% |
| Monterey Private Wealth Inc. |
0 |
2,452 |
+2,452 |
+100% |
| Phoenix Wealth Advisors |
0 |
4,435 |
+4,435 |
+100% |
| Veriti Management LLC |
0 |
2,416 |
+2,416 |
+100% |
| Willis Johnson & Associates Inc. |
0 |
2,462 |
+2,462 |
+100% |
| Keystone Wealth Services LLC |
0 |
2,456 |
+2,456 |
+100% |
| Eagle Strategies LLC |
0 |
7,221 |
+7,221 |
+100% |
| Members Advisory Group LLC |
0 |
3,016 |
+3,016 |
+100% |
| Global Wealth Strategies & Associates |
0 |
21 |
+21 |
+100% |
| Simplicity Wealth LLC |
0 |
82,196 |
+82,196 |
+100% |
| Security Financial Services INC. |
0 |
2,658 |
+2,658 |
+100% |
| Global Assets Advisory LLC |
0 |
19,715 |
+19,715 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
5,449 |
+5,449 |
+100% |
| Signal Advisors Wealth LLC |
0 |
2,545 |
+2,545 |
+100% |
| Focus Financial Network Inc. |
0 |
241,469 |
+241,469 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Romano Brothers AND Company |
3,170 |
3,170 |
UNCH |
0.00% |
| Eclectic Associates Inc. ADV |
3,000 |
3,000 |
UNCH |
0.00% |
| Campbell Newman Asset Management Inc. |
12,840 |
12,840 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
300 |
300 |
UNCH |
0.00% |
| Barrett & Company Inc. |
749 |
749 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
3,300 |
3,300 |
UNCH |
0.00% |
| Weatherly Asset Management L. P. |
24,201 |
24,201 |
UNCH |
0.00% |
| Moody Lynn & Lieberson LLC |
7,902 |
7,902 |
UNCH |
0.00% |
| Bell Bank |
4,073 |
4,073 |
UNCH |
0.00% |
| Osborne Partners Capital Management LLC |
6,600 |
6,600 |
UNCH |
0.00% |
| Tompkins Financial Corp |
6,883 |
6,883 |
UNCH |
0.00% |
| Trust Co. of Toledo NA OH |
33,916 |
33,916 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
6,370 |
6,370 |
UNCH |
0.00% |
| Courier Capital LLC |
32,818 |
32,818 |
UNCH |
0.00% |
| Parsons Capital Management Inc. RI |
5,156 |
5,156 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
10,711 |
10,711 |
UNCH |
0.00% |
| Charter Trust Co. |
6,439 |
6,439 |
UNCH |
0.00% |
| Adirondack Trust Co. |
3,557 |
3,557 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
300 |
300 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
200 |
200 |
UNCH |
0.00% |
| Cullinan Associates Inc. |
11,600 |
11,600 |
UNCH |
0.00% |
| Kanawha Capital Management LLC |
6,688 |
6,688 |
UNCH |
0.00% |
| American National Bank |
9,176 |
9,176 |
UNCH |
0.00% |
| SOL Capital Management CO |
5,180 |
5,180 |
UNCH |
0.00% |
| Phillips Financial Management LLC |
36,830 |
36,830 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
50 |
50 |
UNCH |
0.00% |
| Bangor Savings Bank |
6,270 |
6,270 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
27,027 |
27,027 |
UNCH |
0.00% |
| Baker Ellis Asset Management LLC |
16,076 |
16,076 |
UNCH |
0.00% |
| Morris Financial Concepts Inc. |
1,364 |
1,364 |
UNCH |
0.00% |
| West Oak Capital LLC |
4,600 |
4,600 |
UNCH |
0.00% |
| BLB&B Advisors LLC |
8,478 |
8,478 |
UNCH |
0.00% |
| Boston Common Asset Management LLC |
3,444 |
3,444 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
11,316 |
11,316 |
UNCH |
0.00% |
| Asset Dedication LLC |
839 |
839 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
144 |
144 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
2,800 |
2,800 |
UNCH |
0.00% |
| Mather Group LLC. |
26,053 |
26,053 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
19,325 |
19,325 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
228 |
228 |
UNCH |
0.00% |
| HT Partners LLC |
26,956 |
26,956 |
UNCH |
0.00% |
| Consolidated Investment Group LLC |
287,160 |
287,160 |
UNCH |
0.00% |
| Thomasville National Bank |
6,889 |
6,889 |
UNCH |
0.00% |
| SignalPoint Asset Management LLC |
3,063 |
3,063 |
UNCH |
0.00% |
| LVZ Advisors Inc. |
3,249 |
3,249 |
UNCH |
0.00% |
| Arbor Investment Advisors LLC |
4,161 |
4,161 |
UNCH |
0.00% |
| Riverview Trust Co |
3,395 |
3,395 |
UNCH |
0.00% |
| D. Scott Neal Inc. |
3,560 |
3,560 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
1,957 |
1,957 |
UNCH |
0.00% |
| Checchi Capital Advisers LLC |
4,436 |
4,436 |
UNCH |
0.00% |
| E&G Advisors LP |
5,000 |
5,000 |
UNCH |
0.00% |
| Bouchey Financial Group Ltd |
4,229 |
4,229 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
7,020 |
7,020 |
UNCH |
0.00% |
| Community Bank of Raymore |
3,929 |
3,929 |
UNCH |
0.00% |
| Private Ocean LLC |
6,479 |
6,479 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
4,488 |
4,488 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
262 |
262 |
UNCH |
0.00% |
| First PREMIER Bank |
5,482 |
5,482 |
UNCH |
0.00% |
| Colorado Capital Management Inc. |
4,365 |
4,365 |
UNCH |
0.00% |
| Alpha Omega Wealth Management LLC |
2,998 |
2,998 |
UNCH |
0.00% |
| HMS Capital Management LLC |
4,393 |
4,393 |
UNCH |
0.00% |
| First Bank & Trust |
2,943 |
2,943 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
6,396 |
6,396 |
UNCH |
0.00% |
| BlueSky Wealth Advisors LLC |
7,481 |
7,481 |
UNCH |
0.00% |
| Crescent Grove Advisors LLC |
14,816 |
14,816 |
UNCH |
0.00% |
| Fulcrum Capital LLC |
23,209 |
23,209 |
UNCH |
0.00% |
| Spence Asset Management |
1,943 |
1,943 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
225 |
225 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
373 |
373 |
UNCH |
0.00% |
| West Branch Capital LLC |
160 |
160 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
29,669 |
29,669 |
UNCH |
0.00% |
| Essex Savings Bank |
8,608 |
8,608 |
UNCH |
0.00% |
| Pasadena Private Wealth LLC |
28,500 |
28,500 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
416 |
416 |
UNCH |
0.00% |
| Abundance Wealth Counselors |
3,598 |
3,598 |
UNCH |
0.00% |
| Patriot Investment Management Inc. |
13,484 |
13,484 |
UNCH |
0.00% |
| Bremer Bank National Association |
22,740 |
22,740 |
UNCH |
0.00% |
| Weaver Consulting Group |
3,024 |
3,024 |
UNCH |
0.00% |
| Charles Schwab Trust Co |
7,372 |
7,372 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
661 |
661 |
UNCH |
0.00% |
| Live Oak Private Wealth LLC |
9,347 |
9,347 |
UNCH |
0.00% |
| PBMares Wealth Management LLC |
4,553 |
4,553 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
2,722 |
2,722 |
UNCH |
0.00% |
| Emerald Advisors LLC |
3,117 |
3,117 |
UNCH |
0.00% |
| Optas LLC |
4,345 |
4,345 |
UNCH |
0.00% |
| MTM Investment Management LLC |
4,466 |
4,466 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
395 |
395 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
267 |
267 |
UNCH |
0.00% |
| Galvin Gaustad & Stein LLC |
3,014 |
3,014 |
UNCH |
0.00% |
| West Financial Advisors LLC |
1,040 |
1,040 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
3,000 |
3,000 |
UNCH |
0.00% |
| Cassia Capital Partners LLC |
4,564 |
4,564 |
UNCH |
0.00% |
| Bank of New Hampshire |
500 |
500 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
325 |
325 |
UNCH |
0.00% |
| Family Investment Center Inc. |
2,992 |
2,992 |
UNCH |
0.00% |
| Pine Haven Investment Counsel Inc |
11,522 |
11,522 |
UNCH |
0.00% |
| Stonegate Investment Group LLC |
108,315 |
108,315 |
UNCH |
0.00% |
| Blodgett Wealth Advisors LLC |
5,468 |
5,468 |
UNCH |
0.00% |
| Von Berge Wealth Management Group LLC |
3,310 |
3,310 |
UNCH |
0.00% |
| Marion Wealth Management |
2,750 |
2,750 |
UNCH |
0.00% |
| O ROURKE & COMPANY Inc |
3,299 |
3,299 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
3,250 |
3,250 |
UNCH |
0.00% |
| jvl associates llc |
2,676 |
2,676 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
359 |
359 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
61 |
61 |
UNCH |
0.00% |
| Horizons Wealth Management |
2,793 |
2,793 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
1,052 |
1,052 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
1,200 |
1,200 |
UNCH |
0.00% |
| Davis Investment Partners LLC |
2,868 |
2,868 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
1,404 |
1,404 |
UNCH |
0.00% |
| Union Savings Bank |
2,220 |
2,220 |
UNCH |
0.00% |
| Sterling Financial Group Inc. |
17,606 |
17,606 |
UNCH |
0.00% |
| Peoples Bank KS |
71 |
71 |
UNCH |
0.00% |
| Sapient Capital LLC |
7,713 |
7,713 |
UNCH |
0.00% |
| Financial Perspectives Inc |
1,074 |
1,074 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
15,262 |
15,262 |
UNCH |
0.00% |
| Trust Co of the South |
9,045 |
9,045 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
137 |
137 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
2,038 |
2,038 |
UNCH |
0.00% |
| Great Oak Capital Partners LLC |
3,049 |
3,049 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
309 |
309 |
UNCH |
0.00% |
| American Capital Advisory LLC |
211 |
211 |
UNCH |
0.00% |
| 13F Filers Decreasing IWR Share Count |
|---|
| Allspring Global Investments Holdings LLC |
27,735 |
82 |
-27,653 |
-99.70% |
| Aspire Private Capital LLC |
350 |
9 |
-341 |
-97.43% |
| Glass Jacobson Investment Advisors llc |
2,141 |
419 |
-1,722 |
-80.43% |
| Lake Street Financial LLC |
94,983 |
19,791 |
-75,192 |
-79.16% |
| Winthrop Advisory Group LLC |
49,560 |
10,495 |
-39,065 |
-78.82% |
| Bricktown Capital LLC |
72,171 |
15,964 |
-56,207 |
-77.88% |
| Sound Income Strategies LLC |
235 |
76 |
-159 |
-67.66% |
| Annapolis Financial Services LLC |
16,057 |
5,752 |
-10,305 |
-64.18% |
| Apexium Financial LP |
8,089 |
2,922 |
-5,167 |
-63.88% |
| Well Done LLC |
27,572 |
11,168 |
-16,404 |
-59.50% |
| Benjamin Edwards Inc. |
129 |
55 |
-74 |
-57.36% |
| James J. Burns & Company LLC |
7,598 |
3,414 |
-4,184 |
-55.07% |
| Factory Mutual Insurance Co. |
2,189,600 |
1,048,700 |
-1,140,900 |
-52.11% |
| Abner Herrman & Brock LLC |
4,889 |
2,409 |
-2,480 |
-50.73% |
| Atticus Wealth Management LLC |
456 |
228 |
-228 |
-50.00% |
| Fundamentun LLC |
17,771 |
9,771 |
-8,000 |
-45.02% |
| Newbridge Financial Services Group Inc. |
754 |
416 |
-338 |
-44.83% |
| Tennessee Valley Asset Management Partners |
5,174 |
3,247 |
-1,927 |
-37.24% |
| O Brien Wealth Partners LLC |
3,752 |
2,406 |
-1,346 |
-35.87% |
| Lowe Wealth Advisors LLC |
900 |
600 |
-300 |
-33.33% |
| Monte Financial Group LLC |
3,649 |
2,500 |
-1,149 |
-31.49% |
| Procyon Private Wealth Partners LLC |
28,266 |
19,599 |
-8,667 |
-30.66% |
| WealthShield Partners LLC |
5,692 |
4,035 |
-1,657 |
-29.11% |
| Fidelity D & D Bancorp Inc. |
3,863 |
2,889 |
-974 |
-25.21% |
| Radnor Capital Management LLC |
12,556 |
9,426 |
-3,130 |
-24.93% |
| DBK Financial Counsel LLC |
8,105 |
6,105 |
-2,000 |
-24.68% |
| Stratos Wealth Partners LTD. |
322,698 |
244,956 |
-77,742 |
-24.09% |
| Park Place Capital Corp |
4,144 |
3,165 |
-979 |
-23.62% |
| Verdence Capital Advisors LLC |
97,914 |
75,450 |
-22,464 |
-22.94% |
| Natixis Advisors L.P. |
493,932 |
381,399 |
-112,533 |
-22.78% |
| RWM Asset Management LLC |
5,594 |
4,371 |
-1,223 |
-21.86% |
| Total Clarity Wealth Management Inc. |
4,987 |
3,914 |
-1,073 |
-21.52% |
| Conning Inc. |
190,402 |
155,137 |
-35,265 |
-18.52% |
| Claro Advisors LLC |
2,994 |
2,440 |
-554 |
-18.50% |
| International Assets Investment Management LLC |
3,507 |
2,935 |
-572 |
-16.31% |
| Versant Capital Management Inc |
4,933 |
4,144 |
-789 |
-15.99% |
| Congress Wealth Management LLC DE |
4,506 |
3,804 |
-702 |
-15.58% |
| Principal Financial Group Inc. |
78,644 |
66,564 |
-12,080 |
-15.36% |
| Sunbelt Securities Inc. |
14,963 |
12,692 |
-2,271 |
-15.18% |
| Catalyst Financial Partners LLC |
21,786 |
18,623 |
-3,163 |
-14.52% |
| BKD Wealth Advisors LLC |
28,621 |
24,677 |
-3,944 |
-13.78% |
| Triumph Capital Management |
66,324 |
57,279 |
-9,045 |
-13.64% |
| First National Bank & Trust Co. of Newtown |
6,114 |
5,344 |
-770 |
-12.59% |
| Hilltop Wealth Advisors LLC |
24,968 |
21,901 |
-3,067 |
-12.28% |
| Legacy Trust |
21,715 |
19,055 |
-2,660 |
-12.25% |
| Park Avenue Securities LLC |
16,606 |
14,597 |
-2,009 |
-12.10% |
| Leavell Investment Management Inc. |
11,150 |
9,818 |
-1,332 |
-11.95% |
| Massmutual Trust Co. FSB ADV |
9,074 |
7,997 |
-1,077 |
-11.87% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,357 |
1,209 |
-148 |
-10.91% |
| Dynamic Advisor Solutions LLC |
14,021 |
12,669 |
-1,352 |
-9.64% |
| First Horizon Advisors Inc. |
128,365 |
117,126 |
-11,239 |
-8.76% |
| Ballew Advisors Inc |
7,414 |
6,780 |
-634 |
-8.55% |
| Raymond James Financial Services Advisors Inc. |
1,018,545 |
933,106 |
-85,439 |
-8.39% |
| Norwood Financial Corp |
1,200 |
1,100 |
-100 |
-8.33% |
| Wealthfront Advisers LLC |
11,840 |
10,856 |
-984 |
-8.31% |
| First Financial Bank Trust Division |
12,742 |
11,740 |
-1,002 |
-7.86% |
| Evensky & Katz LLC |
28,141 |
25,980 |
-2,161 |
-7.68% |
| West Coast Financial LLC |
4,720 |
4,364 |
-356 |
-7.54% |
| MONECO Advisors LLC |
16,332 |
15,118 |
-1,214 |
-7.43% |
| Ulland Investment Advisors LLC |
3,300 |
3,060 |
-240 |
-7.27% |
| Capital Investment Advisors LLC |
5,859 |
5,453 |
-406 |
-6.93% |
| Shepherd Financial Partners LLC |
8,434 |
7,850 |
-584 |
-6.92% |
| Harbour Capital Advisors LLC |
6,190 |
5,769 |
-421 |
-6.80% |
| Platte River Wealth Advisors LLC |
17,734 |
16,529 |
-1,205 |
-6.79% |
| Trust Co. of Virginia VA |
69,669 |
65,069 |
-4,600 |
-6.60% |
| Gilman Hill Asset Management LLC |
40,012 |
37,415 |
-2,597 |
-6.49% |
| Meridian Wealth Management LLC |
24,408 |
22,830 |
-1,578 |
-6.47% |
| Daymark Wealth Partners LLC |
17,107 |
16,029 |
-1,078 |
-6.30% |
| St. Johns Investment Management Company LLC |
52,452 |
49,277 |
-3,175 |
-6.05% |
| Octavia Wealth Advisors LLC |
3,266 |
3,075 |
-191 |
-5.85% |
| Aaron Wealth Advisors |
4,482 |
4,222 |
-260 |
-5.80% |
| Dechtman Wealth Management LLC |
7,626 |
7,196 |
-430 |
-5.64% |
| Investment Advisory Group LLC |
9,136 |
8,621 |
-515 |
-5.64% |
| CFM Wealth Partners LLC |
61,753 |
58,617 |
-3,136 |
-5.08% |
| Aspiriant LLC |
38,375 |
36,555 |
-1,820 |
-4.74% |
| Miracle Mile Advisors LLC |
1,054,478 |
1,005,019 |
-49,459 |
-4.69% |
| Valley National Advisers Inc. |
4,483 |
4,284 |
-199 |
-4.44% |
| Bear Mountain Capital Inc. |
7,163 |
6,846 |
-317 |
-4.43% |
| Veracity Capital LLC |
5,969 |
5,705 |
-264 |
-4.42% |
| PFW Advisors LLC |
210,902 |
202,188 |
-8,714 |
-4.13% |
| Stratos Wealth Advisors LLC |
21,098 |
20,230 |
-868 |
-4.11% |
| True Link Financial Advisors LLC |
6,579 |
6,318 |
-261 |
-3.97% |
| Chesley Taft & Associates LLC |
27,785 |
26,685 |
-1,100 |
-3.96% |
| Central Bank & Trust Co. |
14,106 |
13,555 |
-551 |
-3.91% |
| Webster Bank N. A. |
17,848 |
17,152 |
-696 |
-3.90% |
| First Merchants Corp |
92,299 |
89,010 |
-3,289 |
-3.56% |
| TruWealth Advisors LLC |
3,012 |
2,905 |
-107 |
-3.55% |
| OLD National Bancorp IN |
148,129 |
142,916 |
-5,213 |
-3.52% |
| Guardian Wealth Advisors LLC |
49,114 |
47,460 |
-1,654 |
-3.37% |
| Kowal Investment Group LLC |
6,509 |
6,290 |
-219 |
-3.36% |
| Caldwell Sutter Capital Inc. |
5,860 |
5,664 |
-196 |
-3.34% |
| Aurum Wealth Management Group LLC |
11,185 |
10,814 |
-371 |
-3.32% |
| McNaughton Wealth Management LLC |
7,669 |
7,420 |
-249 |
-3.25% |
| Smith & Howard Wealth Management LLC |
44,071 |
42,656 |
-1,415 |
-3.21% |
| Fulton Breakefield Broenniman LLC |
25,360 |
24,564 |
-796 |
-3.14% |
| Woodstock Corp |
190,154 |
184,249 |
-5,905 |
-3.11% |
| Fulton Bank N.A. |
97,460 |
94,444 |
-3,016 |
-3.09% |
| Baldwin Brothers Inc. MA |
8,007 |
7,770 |
-237 |
-2.96% |
| Kingswood Wealth Advisors LLC |
3,158 |
3,068 |
-90 |
-2.85% |
| Pegasus Partners Ltd. |
801,863 |
779,386 |
-22,477 |
-2.80% |
| Raymond James & Associates |
1,472,957 |
1,434,762 |
-38,195 |
-2.59% |
| Trust Co |
4,463 |
4,353 |
-110 |
-2.46% |
| Lodestar Private Asset Management LLC |
96,685 |
94,342 |
-2,343 |
-2.42% |
| CRA Financial Services LLC |
3,571 |
3,486 |
-85 |
-2.38% |
| Castle Wealth Management LLC |
5,080 |
4,960 |
-120 |
-2.36% |
| Proffitt & Goodson Inc. |
129,709 |
126,712 |
-2,997 |
-2.31% |
| Windsor Capital Management LLC |
7,893 |
7,725 |
-168 |
-2.13% |
| Wealth Enhancement Advisory Services LLC |
805,693 |
788,718 |
-16,975 |
-2.11% |
| Acropolis Investment Management LLC |
61,484 |
60,197 |
-1,287 |
-2.09% |
| Global Retirement Partners LLC |
9,124 |
8,934 |
-190 |
-2.08% |
| McKinley Carter Wealth Services Inc. |
27,881 |
27,302 |
-579 |
-2.08% |
| Appleton Partners Inc. MA |
25,408 |
24,893 |
-515 |
-2.03% |
| MBL Wealth LLC |
19,879 |
19,479 |
-400 |
-2.01% |
| Sigma Investment Counselors Inc. |
276,666 |
271,311 |
-5,355 |
-1.94% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
108,480 |
106,383 |
-2,097 |
-1.93% |
| Fifth Third Securities Inc. |
86,338 |
84,771 |
-1,567 |
-1.81% |
| Benjamin F. Edwards & Company Inc. |
12,607 |
12,390 |
-217 |
-1.72% |
| Spire Wealth Management |
40,921 |
40,243 |
-678 |
-1.66% |
| Summit Investment Advisory Services LLC |
7,649 |
7,523 |
-126 |
-1.65% |
| Country Trust Bank |
824,107 |
810,538 |
-13,569 |
-1.65% |
| First Personal Financial Services |
4,212 |
4,144 |
-68 |
-1.61% |
| JNBA Financial Advisors |
6,690 |
6,585 |
-105 |
-1.57% |
| Raymond James Trust N.A. |
120,433 |
118,827 |
-1,606 |
-1.33% |
| Bill Few Associates Inc. |
13,738 |
13,566 |
-172 |
-1.25% |
| Affinity Capital Advisors LLC |
4,766 |
4,709 |
-57 |
-1.20% |
| Venturi Wealth Management LLC |
20,860 |
20,630 |
-230 |
-1.10% |
| Trust Point Inc. |
105,284 |
104,130 |
-1,154 |
-1.10% |
| First Hawaiian Bank |
12,021 |
11,891 |
-130 |
-1.08% |
| NBC Securities Inc. |
42,919 |
42,462 |
-457 |
-1.06% |
| First United Bank Trust |
31,414 |
31,084 |
-330 |
-1.05% |
| Fifth Third Bancorp |
2,314,213 |
2,290,625 |
-23,588 |
-1.02% |
| Enzi Wealth |
3,591 |
3,555 |
-36 |
-1.00% |
| Legacy Bridge LLC |
18,560 |
18,379 |
-181 |
-0.98% |
| Valeo Financial Advisors LLC |
26,151 |
25,898 |
-253 |
-0.97% |
| Carret Asset Management LLC |
71,066 |
70,391 |
-675 |
-0.95% |
| Citizens Business Bank |
644,392 |
638,425 |
-5,967 |
-0.93% |
| Stegner Investment Associates Inc. |
350,556 |
347,293 |
-3,263 |
-0.93% |
| Occidental Asset Management LLC |
12,853 |
12,737 |
-116 |
-0.90% |
| Pinnacle Associates Ltd. |
21,131 |
20,954 |
-177 |
-0.84% |
| Vista Wealth Management Group LLC |
5,901 |
5,853 |
-48 |
-0.81% |
| Enterprise Bank & Trust Co |
3,216 |
3,190 |
-26 |
-0.81% |
| Hoxton Planning & Management LLC |
74,158 |
73,571 |
-587 |
-0.79% |
| Compton Wealth Advisory Group LLC |
15,873 |
15,754 |
-119 |
-0.75% |
| Wesbanco Bank Inc. |
61,127 |
60,677 |
-450 |
-0.74% |
| Planning Capital Management Corp |
5,906 |
5,863 |
-43 |
-0.73% |
| Cyndeo Wealth Partners LLC |
5,935 |
5,896 |
-39 |
-0.66% |
| MBA Advisors LLC |
22,440 |
22,293 |
-147 |
-0.66% |
| Perigon Wealth Management LLC |
30,927 |
30,725 |
-202 |
-0.65% |
| Detalus Advisors LLC |
3,381 |
3,361 |
-20 |
-0.59% |
| Albion Financial Group UT |
913,688 |
908,384 |
-5,304 |
-0.58% |
| Beese Fulmer Investment Management Inc. |
7,907 |
7,864 |
-43 |
-0.54% |
| Sunburst Financial Group LLC |
64,450 |
64,117 |
-333 |
-0.52% |
| Farmers & Merchants Investments Inc. |
35,211 |
35,040 |
-171 |
-0.49% |
| Armor Investment Advisors LLC |
10,163 |
10,115 |
-48 |
-0.47% |
| Halpern Financial Inc. |
18,373 |
18,289 |
-84 |
-0.46% |
| Heritage Investors Management Corp |
18,640 |
18,555 |
-85 |
-0.46% |
| Pinnacle Bank |
7,995 |
7,960 |
-35 |
-0.44% |
| Narwhal Capital Management |
10,274 |
10,231 |
-43 |
-0.42% |
| Stock Yards Bank & Trust Co. |
467,758 |
465,890 |
-1,868 |
-0.40% |
| Pallas Capital Advisors LLC |
20,001 |
19,928 |
-73 |
-0.36% |
| City Holding Co. |
65,167 |
64,956 |
-211 |
-0.32% |
| CENTRAL TRUST Co |
79,981 |
79,725 |
-256 |
-0.32% |
| Amarillo National Bank |
272,829 |
271,989 |
-840 |
-0.31% |
| Chapin Davis Inc. |
34,630 |
34,538 |
-92 |
-0.27% |
| Clear Creek Financial Management LLC |
3,184 |
3,176 |
-8 |
-0.25% |
| Landmark Wealth Management LLC |
3,668 |
3,660 |
-8 |
-0.22% |
| Gradient Investments LLC |
2,713 |
2,707 |
-6 |
-0.22% |
| Salem Investment Counselors Inc. |
81,124 |
81,000 |
-124 |
-0.15% |
| Moody National Bank Trust Division |
113,938 |
113,786 |
-152 |
-0.13% |
| Regions Financial Corp |
228,441 |
228,156 |
-285 |
-0.12% |
| Coastline Trust Co |
299,996 |
299,750 |
-246 |
-0.08% |
| Oliver Luxxe Assets LLC |
25,454 |
25,447 |
-7 |
-0.03% |
| 13F Filers Exiting IWR |
|---|
| BKM Wealth Management LLC |
635 |
0 |
-635 |
-100.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
9,630 |
0 |
-9,630 |
-100.00% |
| Invera Wealth Advisors LLC |
4,745 |
0 |
-4,745 |
-100.00% |
| Strategies Wealth Advisors LLC |
2,595 |
0 |
-2,595 |
-100.00% |
| Grey Fox Wealth Advisors LLC |
9,275 |
0 |
-9,275 |
-100.00% |
| Stephens Consulting LLC |
452 |
0 |
-452 |
-100.00% |
| Koss Olinger Consulting LLC |
201,759 |
0 |
-201,759 |
-100.00% |
| Canvas Wealth Advisors LLC |
7,333 |
0 |
-7,333 |
-100.00% |
| Opal Wealth Advisors LLC |
9,660 |
0 |
-9,660 |
-100.00% |
| Aurora Private Wealth Inc. |
3,923 |
0 |
-3,923 |
-100.00% |
| Cardinal Strategic Wealth Guidance |
29 |
0 |
-29 |
-100.00% |
| Dash Acquisitions Inc. |
4,952 |
0 |
-4,952 |
-100.00% |
| Summit Global Investments |
3,535 |
0 |
-3,535 |
-100.00% |
| SMI Advisory Services LLC |
7,106 |
0 |
-7,106 |
-100.00% |
| Alpha Cubed Investments LLC |
2,797 |
0 |
-2,797 |
-100.00% |
| Mechanics Bank Trust Department |
2,870 |
0 |
-2,870 |
-100.00% |
| Twele Capital Management Inc. |
14,203 |
0 |
-14,203 |
-100.00% |
| Rational Advisors LLC |
664,220 |
0 |
-664,220 |
-100.00% |
| Argent Capital Management LLC |
72,578 |
0 |
-72,578 |
-100.00% |
| Sanders Morris Harris LLC |
5,784 |
0 |
-5,784 |
-100.00% |
| Orrstown Financial Services Inc. |
3,510 |
0 |
-3,510 |
-100.00% |
See Summary: Institutional Holders of IWR
See Details: Top 10 Hedge Funds Holding IWR
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