HoldingsChannel.com
On this page, we present all of the funds holding CWI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CWI, with a link to that fund's top holdings. The next columns indicate the amount of CWI stock held by each of the funds holding CWI, followed by the CWI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 203 funds holding CWI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding CWI), click the fund name in the "Holder" column of the funds-holding-CWI table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 8,659,958 | $234,165 | 12/31/2023 |
| CWI | 8,659,958 | $234,165 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 3,152,126 | $85,233 | 12/31/2023 |
| CWI | 3,152,126 | $85,233 | 12/31/2023 |
| Honkamp Krueger Financial Services Inc. | 2,229,058 | $60,274 | 12/31/2023 |
| CWI | 2,229,058 | $60,274 | 12/31/2023 |
| GLOBALT Investments LLC GA | 1,668,680 | $45,121 | 12/31/2023 |
| CWI | 1,668,680 | $45,121 | 12/31/2023 |
| Gerber Kawasaki Wealth & Investment Management | 1,548,104 | $41,861 | 12/31/2023 |
| CWI | 1,548,104 | $41,861 | 12/31/2023 |
| HighTower Advisors LLC | 1,493,926 | $40,381 | 12/31/2023 |
| CWI | 1,493,926 | $40,381 | 12/31/2023 |
| LPL Financial LLC | 1,474,611 | $39,873 | 12/31/2023 |
| CWI | 1,474,611 | $39,873 | 12/31/2023 |
| Hengehold Capital Management LLC | 1,199,945 | $34,078 | 03/31/2024 |
| CWI | 1,199,945 | $34,078 | 03/31/2024 |
| Pitcairn Co. | 1,202,219 | $32,508 | 12/31/2023 |
| CWI | 1,202,219 | $32,508 | 12/31/2023 |
| Cliftonlarsonallen Wealth Advisors LLC | 1,110,108 | $30,017 | 12/31/2023 |
| CWI | 1,110,108 | $30,017 | 12/31/2023 |
| Eastern Bank | 962,928 | $26,038 | 12/31/2023 |
| CWI | 962,928 | $26,038 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 910,948 | $25,871 | 03/31/2024 |
| CWI | 910,948 | $25,871 | 03/31/2024 |
| BKD Wealth Advisors LLC | 781,094 | $22,183 | 03/31/2024 |
| CWI | 781,094 | $22,183 | 03/31/2024 |
| Truist Financial Corp | 735,264 | $19,882 | 12/31/2023 |
| CWI | 735,264 | $19,882 | 12/31/2023 |
| Lodestar Private Asset Management LLC | 696,825 | $18,842 | 12/31/2023 |
| CWI | 696,825 | $18,842 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 661,552 | $17,888 | 12/31/2023 |
| CWI | 661,552 | $17,888 | 12/31/2023 |
| Jane Street Group LLC | 594,386 | $16,072 | 12/31/2023 |
| CWI | 594,386 | $16,072 | 12/31/2023 |
| Cobblestone Capital Advisors LLC NY | 547,786 | $14,812 | 12/31/2023 |
| CWI | 547,786 | $14,812 | 12/31/2023 |
| Morgan Stanley | 383,208 | $10,362 | 12/31/2023 |
| CWI | 383,208 | $10,362 | 12/31/2023 |
| UBS Group AG | 369,141 | $9,982 | 12/31/2023 |
| CWI | 369,141 | $9,982 | 12/31/2023 |
| Envestnet Asset Management Inc. | 363,101 | $9,818 | 12/31/2023 |
| CWI | 363,101 | $9,818 | 12/31/2023 |
| IAG Wealth Partners LLC | 354,101 | $9,575 | 12/31/2023 |
| CWI | 354,101 | $9,575 | 12/31/2023 |
| Baird Financial Group Inc. | 352,894 | $9,542 | 12/31/2023 |
| CWI | 352,894 | $9,542 | 12/31/2023 |
| Wells Fargo & Company MN | 309,017 | $8,356 | 12/31/2023 |
| CWI | 309,017 | $8,356 | 12/31/2023 |
| GWM Advisors LLC | 312,743 | $8,259 | 12/31/2023 |
| CWI | 312,743 | $8,259 | 12/31/2023 |
| Hantz Financial Services Inc. | 284,443 | $7,691 | 12/31/2023 |
| CWI | 284,443 | $7,691 | 12/31/2023 |
| Private Advisor Group LLC | 281,707 | $7,617 | 12/31/2023 |
| CWI | 281,707 | $7,617 | 12/31/2023 |
| Whittier Trust Co. | 275,777 | $7,457 | 12/31/2023 |
| CWI | 275,777 | $7,457 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 273,975 | $7,408 | 12/31/2023 |
| CWI | 273,975 | $7,408 | 12/31/2023 |
| Merit Financial Group LLC | 267,613 | $7,236 | 12/31/2023 |
| CWI | 267,613 | $7,236 | 12/31/2023 |
| Bank of Montreal Can | 264,712 | $7,175 | 12/31/2023 |
| CWI | 264,712 | $7,175 | 12/31/2023 |
| Mach 1 Financial Group Inc. | 252,823 | $6,836 | 12/31/2023 |
| CWI | 252,823 | $6,836 | 12/31/2023 |
| AE Wealth Management LLC | 254,773 | $6,810 | 12/31/2023 |
| CWI | 254,773 | $6,810 | 12/31/2023 |
| Money Concepts Capital Corp | 240,678 | $6,508 | 12/31/2023 |
| CWI | 240,678 | $6,508 | 12/31/2023 |
| Goldman Sachs Group Inc. | 236,790 | $6,403 | 12/31/2023 |
| CWI | 236,790 | $6,403 | 12/31/2023 |
| Mariner LLC | 230,349 | $6,229 | 12/31/2023 |
| CWI | 230,349 | $6,229 | 12/31/2023 |
| Commonwealth Equity Services LLC | 224,330 | $6,066 | 12/31/2023 |
| CWI | 224,330 | $6,066 | 12/31/2023 |
| Courage Miller Partners LLC | 192,584 | $5,469 | 03/31/2024 |
| CWI | 192,584 | $5,469 | 03/31/2024 |
| Sharkey Howes & Javer | 191,976 | $5,452 | 03/31/2024 |
| CWI | 191,976 | $5,452 | 03/31/2024 |
| First Personal Financial Services | 197,237 | $5,333 | 12/31/2023 |
| CWI | 197,237 | $5,333 | 12/31/2023 |
| Tobias Financial Advisors Inc. | 195,999 | $5,300 | 12/31/2023 |
| CWI | 195,999 | $5,300 | 12/31/2023 |
| Mill Creek Capital Advisors LLC | 191,333 | $5,174 | 12/31/2023 |
| CWI | 191,333 | $5,174 | 12/31/2023 |
| Ameriprise Financial Inc. | 183,107 | $4,950 | 12/31/2023 |
| CWI | 183,107 | $4,950 | 12/31/2023 |
| JPMorgan Chase & Co. | 177,791 | $4,807 | 12/31/2023 |
| CWI | 177,791 | $4,807 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 159,385 | $4,527 | 03/31/2024 |
| CWI | 159,385 | $4,527 | 03/31/2024 |
| Colony Group LLC | 167,043 | $4,517 | 12/31/2023 |
| CWI | 167,043 | $4,517 | 12/31/2023 |
| Advisor Group Holdings Inc. | 162,478 | $4,393 | 12/31/2023 |
| CWI | 162,478 | $4,393 | 12/31/2023 |
| Captrust Financial Advisors | 162,261 | $4,388 | 12/31/2023 |
| CWI | 162,261 | $4,388 | 12/31/2023 |
| Montecito Bank & Trust | 144,960 | $4,117 | 03/31/2024 |
| CWI | 144,960 | $4,117 | 03/31/2024 |
| Savant Capital LLC | 149,455 | $4,041 | 12/31/2023 |
| CWI | 149,455 | $4,041 | 12/31/2023 |
| Valmark Advisers Inc. | 142,832 | $3,862 | 12/31/2023 |
| CWI | 142,832 | $3,862 | 12/31/2023 |
| Capital Investment Advisors LLC | 134,446 | $3,818 | 03/31/2024 |
| CWI | 134,446 | $3,818 | 03/31/2024 |
| Nisa Investment Advisors LLC | 141,000 | $3,813 | 12/31/2023 |
| CWI | 141,000 | $3,813 | 12/31/2023 |
| Walkner Condon Financial Advisors LLC | 124,000 | $3,522 | 03/31/2024 |
| CWI | 124,000 | $3,522 | 03/31/2024 |
| Tiemann Investment Advisors LLC | 129,550 | $3,503 | 12/31/2023 |
| CWI | 129,550 | $3,503 | 12/31/2023 |
| United Capital Financial Advisers LLC | 111,383 | $3,012 | 12/31/2023 |
| CWI | 111,383 | $3,012 | 12/31/2023 |
| Ledge Wealth Management Inc. | 101,079 | $2,733 | 12/31/2023 |
| CWI | 101,079 | $2,733 | 12/31/2023 |
| Opal Wealth Advisors LLC | 94,356 | $2,680 | 03/31/2024 |
| CWI | 94,356 | $2,680 | 03/31/2024 |
| BTC Capital Management Inc. | 89,586 | $2,544 | 03/31/2024 |
| CWI | 89,586 | $2,544 | 03/31/2024 |
| Financial Counselors Inc. | 92,802 | $2,509 | 12/31/2023 |
| CWI | 92,802 | $2,509 | 12/31/2023 |
| HHM Wealth Advisors LLC | 91,959 | $2,487 | 12/31/2023 |
| CWI | 91,959 | $2,487 | 12/31/2023 |
| Royal Bank of Canada | 91,159 | $2,465 | 12/31/2023 |
| CWI | 91,159 | $2,465 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 81,837 | $2,213 | 12/31/2023 |
| CWI | 81,837 | $2,213 | 12/31/2023 |
| Synovus Financial Corp | 77,890 | $2,107 | 12/31/2023 |
| CWI | 77,890 | $2,107 | 12/31/2023 |
| Northwest Investment Counselors LLC | 73,769 | $2,095 | 03/31/2024 |
| CWI | 73,769 | $2,095 | 03/31/2024 |
| Meridian Investment Counsel Inc. | 73,224 | $1,980 | 12/31/2023 |
| CWI | 73,224 | $1,980 | 12/31/2023 |
| Priebe Wealth Holdings LLC | 69,532 | $1,975 | 03/31/2024 |
| CWI | 69,532 | $1,975 | 03/31/2024 |
| Abbrea Capital LLC | 69,851 | $1,889 | 12/31/2023 |
| CWI | 69,851 | $1,889 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 66,659 | $1,802 | 12/31/2023 |
| CWI | 66,659 | $1,802 | 12/31/2023 |
| Kestra Advisory Services LLC | 62,528 | $1,691 | 12/31/2023 |
| CWI | 62,528 | $1,691 | 12/31/2023 |
| CI Private Wealth LLC | 61,414 | $1,661 | 12/31/2023 |
| CWI | 61,414 | $1,661 | 12/31/2023 |
| Freestone Capital Holdings LLC | 55,657 | $1,505 | 12/31/2023 |
| CWI | 55,657 | $1,505 | 12/31/2023 |
| Citadel Advisors LLC | 52,417 | $1,417 | 12/31/2023 |
| CWI | 52,417 | $1,417 | 12/31/2023 |
| Monograph Wealth Advisors LLC | 49,665 | $1,343 | 12/31/2023 |
| CWI | 49,665 | $1,343 | 12/31/2023 |
| Bank of New York Mellon Corp | 48,071 | $1,300 | 12/31/2023 |
| CWI | 48,071 | $1,300 | 12/31/2023 |
| Apollon Wealth Management LLC | 47,708 | $1,290 | 12/31/2023 |
| CWI | 47,708 | $1,290 | 12/31/2023 |
| Towneley Capital Management Inc DE | 42,358 | $1,203 | 03/31/2024 |
| CWI | 42,358 | $1,203 | 03/31/2024 |
| HBK Sorce Advisory LLC | 42,697 | $1,155 | 12/31/2023 |
| CWI | 42,697 | $1,155 | 12/31/2023 |
| Laraway Financial Inc | 41,449 | $1,121 | 12/31/2023 |
| CWI | 41,449 | $1,121 | 12/31/2023 |
| RKL Wealth Management LLC | 40,654 | $1,099 | 12/31/2023 |
| CWI | 40,654 | $1,099 | 12/31/2023 |
| Financial Consulate Inc. | 38,614 | $1,097 | 03/31/2024 |
| CWI | 38,614 | $1,097 | 03/31/2024 |
| Lido Advisors LLC | 39,344 | $1,064 | 12/31/2023 |
| CWI | 39,344 | $1,064 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 39,305 | $1,063 | 12/31/2023 |
| CWI | 39,305 | $1,063 | 12/31/2023 |
| Wambolt & Associates LLC | 37,666 | $1,018 | 12/31/2023 |
| CWI | 37,666 | $1,018 | 12/31/2023 |
| Iowa State Bank | 34,854 | $990 | 03/31/2024 |
| CWI | 34,854 | $990 | 03/31/2024 |
| Tradition Wealth Management LLC | 36,019 | $974 | 12/31/2023 |
| CWI | 36,019 | $974 | 12/31/2023 |
| Bragg Financial Advisors Inc | 35,916 | $971 | 12/31/2023 |
| CWI | 35,916 | $971 | 12/31/2023 |
| Investors Research Corp | 35,590 | $962 | 12/31/2023 |
| CWI | 35,590 | $962 | 12/31/2023 |
| StrategIQ Financial Group LLC | 33,947 | $918 | 12/31/2023 |
| CWI | 33,947 | $918 | 12/31/2023 |
| Newman Dignan & Sheerar Inc. | 33,764 | $913 | 12/31/2023 |
| CWI | 33,764 | $913 | 12/31/2023 |
| Global Retirement Partners LLC | 31,916 | $906 | 03/31/2024 |
| CWI | 31,916 | $906 | 03/31/2024 |
| Bailard Inc. | 33,356 | $902 | 12/31/2023 |
| CWI | 33,356 | $902 | 12/31/2023 |
| Masso Torrence Wealth Management Inc. | 31,306 | $889 | 03/31/2024 |
| CWI | 31,306 | $889 | 03/31/2024 |
| Mutual Advisors LLC | 32,026 | $866 | 12/31/2023 |
| CWI | 32,026 | $866 | 12/31/2023 |
| Equitable Holdings Inc. | 31,209 | $844 | 12/31/2023 |
| CWI | 31,209 | $844 | 12/31/2023 |
| Cerity Partners LLC | 30,969 | $837 | 12/31/2023 |
| CWI | 30,969 | $837 | 12/31/2023 |
| Renaissance Technologies LLC | 30,200 | $817 | 12/31/2023 |
| CWI | 30,200 | $817 | 12/31/2023 |
| MML Investors Services LLC | 29,299 | $792 | 12/31/2023 |
| CWI | 29,299 | $792 | 12/31/2023 |
| Bristlecone Advisors LLC | 26,702 | $758 | 03/31/2024 |
| CWI | 26,702 | $758 | 03/31/2024 |
| Sage Financial Group Inc. | 25,771 | $697 | 12/31/2023 |
| CWI | 25,771 | $697 | 12/31/2023 |
| Wela Strategies Inc. | 23,262 | $661 | 03/31/2024 |
| CWI | 23,262 | $661 | 03/31/2024 |
| OmniStar Financial Group Inc. | 21,906 | $622 | 03/31/2024 |
| CWI | 21,906 | $622 | 03/31/2024 |
| Mitchell Capital Management Co. | 21,203 | $573 | 12/31/2023 |
| CWI | 21,203 | $573 | 12/31/2023 |
| Susquehanna International Group LLP | 20,871 | $564 | 12/31/2023 |
| CWI | 20,871 | $564 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 20,640 | $558 | 12/31/2023 |
| CWI | 20,640 | $558 | 12/31/2023 |
| Avestar Capital LLC | 20,556 | $556 | 12/31/2023 |
| CWI | 20,556 | $556 | 12/31/2023 |
| SMI Advisory Services LLC | 18,777 | $534 | 03/31/2024 |
| CWI | 18,777 | $534 | 03/31/2024 |
| Cetera Advisor Networks LLC | 19,323 | $522 | 12/31/2023 |
| CWI | 19,323 | $522 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 19,195 | $519 | 12/31/2023 |
| CWI | 19,195 | $519 | 12/31/2023 |
| TIAA Trust National Association | 19,063 | $515 | 12/31/2023 |
| CWI | 19,063 | $515 | 12/31/2023 |
| Cetera Investment Advisers | 18,427 | $498 | 12/31/2023 |
| CWI | 18,427 | $498 | 12/31/2023 |
| Operose Advisors LLC | 18,320 | $495 | 12/31/2023 |
| CWI | 18,320 | $495 | 12/31/2023 |
| Chesley Taft & Associates LLC | 16,484 | $468 | 03/31/2024 |
| CWI | 16,484 | $468 | 03/31/2024 |
| Creative Planning | 16,995 | $460 | 12/31/2023 |
| CWI | 16,995 | $460 | 12/31/2023 |
| Banco Santander S.A. | 16,493 | $446 | 12/31/2023 |
| CWI | 16,493 | $446 | 12/31/2023 |
| Flagship Harbor Advisors LLC | 15,533 | $441 | 03/31/2024 |
| CWI | 15,533 | $441 | 03/31/2024 |
| Cornerstone Wealth Management LLC | 15,431 | $438 | 03/31/2024 |
| CWI | 15,431 | $438 | 03/31/2024 |
| Kure Advisory LLC | 15,526 | $420 | 12/31/2023 |
| CWI | 15,526 | $420 | 12/31/2023 |
| Stegner Investment Associates Inc. | 14,706 | $418 | 03/31/2024 |
| CWI | 14,706 | $418 | 03/31/2024 |
| Western Wealth Management LLC | 14,543 | $393 | 12/31/2023 |
| CWI | 14,543 | $393 | 12/31/2023 |
| GSB Wealth Management LLC | 14,184 | $384 | 12/31/2023 |
| CWI | 14,184 | $384 | 12/31/2023 |
| First Commonwealth Financial Corp PA | 13,892 | $376 | 12/31/2023 |
| CWI | 13,892 | $376 | 12/31/2023 |
| Security National Bank of Sioux City Iowa IA | 12,977 | $351 | 12/31/2023 |
| CWI | 12,977 | $351 | 12/31/2023 |
| Klingenstein Fields & Co. LP | 12,938 | $350 | 12/31/2023 |
| CWI | 12,938 | $350 | 12/31/2023 |
| Simplicity Wealth LLC | 12,944 | $350 | 12/31/2023 |
| CWI | 12,944 | $350 | 12/31/2023 |
| Radnor Capital Management LLC | 12,000 | $341 | 03/31/2024 |
| CWI | 12,000 | $341 | 03/31/2024 |
| Highview Capital Management LLC DE | 12,171 | $329 | 12/31/2023 |
| CWI | 12,171 | $329 | 12/31/2023 |
| Krilogy Financial LLC | 11,527 | $312 | 12/31/2023 |
| CWI | 11,527 | $312 | 12/31/2023 |
| Curi Capital | 11,321 | $306 | 12/31/2023 |
| CWI | 11,321 | $306 | 12/31/2023 |
| Janney Montgomery Scott LLC | 10,524 | $285 | 12/31/2023 |
| CWI | 10,524 | $285 | 12/31/2023 |
| Alpha Financial Advisors LLC | 10,413 | $282 | 12/31/2023 |
| CWI | 10,413 | $282 | 12/31/2023 |
| Raymond James & Associates | 9,894 | $281 | 03/31/2024 |
| CWI | 9,894 | $281 | 03/31/2024 |
| Greenwood Capital Associates LLC | 10,366 | $280 | 12/31/2023 |
| CWI | 10,366 | $280 | 12/31/2023 |
| Wetherby Asset Management Inc. | 10,284 | $278 | 12/31/2023 |
| CWI | 10,284 | $278 | 12/31/2023 |
| Lantern Wealth Advisors LLC | 9,575 | $259 | 12/31/2023 |
| CWI | 9,575 | $259 | 12/31/2023 |
| Adviser Investments LLC | 9,375 | $254 | 12/31/2023 |
| CWI | 9,375 | $254 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 9,335 | $252 | 12/31/2023 |
| CWI | 9,335 | $252 | 12/31/2023 |
| Glassman Wealth Services | 9,221 | $249 | 12/31/2023 |
| CWI | 9,221 | $249 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 9,118 | $247 | 12/31/2023 |
| CWI | 9,118 | $247 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 8,843 | $239 | 12/31/2023 |
| CWI | 8,843 | $239 | 12/31/2023 |
| JFS Wealth Advisors LLC | 8,722 | $236 | 12/31/2023 |
| CWI | 8,722 | $236 | 12/31/2023 |
| Sentry LLC | 8,250 | $234 | 03/31/2024 |
| CWI | 8,250 | $234 | 03/31/2024 |
| ARS Investment Partners LLC | 8,579 | $232 | 12/31/2023 |
| CWI | 8,579 | $232 | 12/31/2023 |
| Sawtooth Solutions LLC | 8,361 | $226 | 12/31/2023 |
| CWI | 8,361 | $226 | 12/31/2023 |
| Bleakley Financial Group LLC | 8,361 | $226 | 12/31/2023 |
| CWI | 8,361 | $226 | 12/31/2023 |
| Strategic Financial Concepts LLC | 7,732 | $220 | 03/31/2024 |
| CWI | 7,732 | $220 | 03/31/2024 |
| BIP Wealth LLC | 7,773 | $210 | 12/31/2023 |
| CWI | 7,773 | $210 | 12/31/2023 |
| Hirtle Callaghan & Co LLC | 7,712 | $209 | 12/31/2023 |
| CWI | 7,712 | $209 | 12/31/2023 |
| Lion Street Advisors LLC | 7,600 | $206 | 03/31/2024 |
| CWI | 7,600 | $206 | 03/31/2024 |
| HRT Financial LP | 7,563 | $204 | 12/31/2023 |
| CWI | 7,563 | $204 | 12/31/2023 |
| GoalVest Advisory LLC | 7,049 | $200 | 03/31/2024 |
| CWI | 7,049 | $200 | 03/31/2024 |
| Glenmede Trust Co. NA | 7,175 | $194 | 12/31/2023 |
| CWI | 7,175 | $194 | 12/31/2023 |
| Matrix Private Capital Group LLC | 6,800 | $184 | 12/31/2023 |
| CWI | 6,800 | $184 | 12/31/2023 |
| Deutsche Bank AG | 6,149 | $166 | 12/31/2023 |
| CWI | 6,149 | $166 | 12/31/2023 |
| WASHINGTON TRUST Co | 5,700 | $162 | 03/31/2024 |
| CWI | 5,700 | $162 | 03/31/2024 |
| Cambridge Trust Co. | 5,867 | $159 | 12/31/2023 |
| CWI | 5,867 | $159 | 12/31/2023 |
| Whittier Trust Co. of Nevada Inc. | 4,901 | $133 | 12/31/2023 |
| CWI | 4,901 | $133 | 12/31/2023 |
| First Pacific Financial | 4,268 | $115 | 12/31/2023 |
| CWI | 4,268 | $115 | 12/31/2023 |
| Comerica Bank | 4,209 | $114 | 12/31/2023 |
| CWI | 4,209 | $114 | 12/31/2023 |
| FMR LLC | 4,166 | $113 | 12/31/2023 |
| CWI | 4,166 | $113 | 12/31/2023 |
| Blair William & Co. IL | 4,041 | $109 | 12/31/2023 |
| CWI | 4,041 | $109 | 12/31/2023 |
| Carmichael Hill & Associates Inc. | 3,383 | $91 | 12/31/2023 |
| CWI | 3,383 | $91 | 12/31/2023 |
| Franklin Resources Inc. | 3,335 | $90 | 12/31/2023 |
| CWI | 3,335 | $90 | 12/31/2023 |
| Private Wealth Management Group LLC | 3,200 | $87 | 12/31/2023 |
| CWI | 3,200 | $87 | 12/31/2023 |
| Lowe Wealth Advisors LLC | 2,864 | $81 | 03/31/2024 |
| CWI | 2,864 | $81 | 03/31/2024 |
| Geneos Wealth Management Inc. | 2,748 | $74 | 12/31/2023 |
| CWI | 2,748 | $74 | 12/31/2023 |
| Farther Finance Advisors LLC | 2,629 | $71 | 12/31/2023 |
| CWI | 2,629 | $71 | 12/31/2023 |
| Advisory Services Network LLC | 2,599 | $70 | 12/31/2023 |
| CWI | 2,599 | $70 | 12/31/2023 |
| PSI Advisors LLC | 2,216 | $60 | 12/31/2023 |
| CWI | 2,216 | $60 | 12/31/2023 |
| Main Street Group LTD | 2,210 | $60 | 12/31/2023 |
| CWI | 2,210 | $60 | 12/31/2023 |
| Kayne Anderson Rudnick Investment Management LLC | 1,945 | $53 | 12/31/2023 |
| CWI | 1,945 | $53 | 12/31/2023 |
| BOKF NA | 1,890 | $51 | 12/31/2023 |
| CWI | 1,890 | $51 | 12/31/2023 |
| Signaturefd LLC | 1,900 | $51 | 12/31/2023 |
| CWI | 1,900 | $51 | 12/31/2023 |
| Coston McIsaac & Partners | 1,717 | $48 | 03/31/2024 |
| CWI | 1,717 | $48 | 03/31/2024 |
| Joseph Group Capital Management | 1,523 | $41 | 12/31/2023 |
| CWI | 1,523 | $41 | 12/31/2023 |
| Newton One Investments LLC | 1,361 | $39 | 03/31/2024 |
| CWI | 1,361 | $39 | 03/31/2024 |
| Chilton Capital Management LLC | 1,397 | $38 | 12/31/2023 |
| CWI | 1,397 | $38 | 12/31/2023 |
| Principal Securities Inc. | 1,000 | $27 | 12/31/2023 |
| CWI | 1,000 | $27 | 12/31/2023 |
| Private Trust Co. NA | 1,016 | $27 | 12/31/2023 |
| CWI | 1,016 | $27 | 12/31/2023 |
| Scarborough Advisors LLC | 925 | $25 | 12/31/2023 |
| CWI | 925 | $25 | 12/31/2023 |
| Emfo LLC | 754 | $20 | 12/31/2023 |
| CWI | 754 | $20 | 12/31/2023 |
| Vima LLC | 750 | $20 | 12/31/2023 |
| CWI | 750 | $20 | 12/31/2023 |
| MCF Advisors LLC | 667 | $19 | 03/31/2024 |
| CWI | 667 | $19 | 03/31/2024 |
| NBC Securities Inc. | 523 | $14 | 03/31/2024 |
| CWI | 523 | $14 | 03/31/2024 |
| Compass Wealth Management LLC | 452 | $13 | 03/31/2024 |
| CWI | 452 | $13 | 03/31/2024 |
| Hazlett Burt & Watson Inc. | 480 | $13 | 12/31/2023 |
| CWI | 480 | $13 | 12/31/2023 |
| Key Financial Inc | 430 | $12 | 12/31/2023 |
| CWI | 430 | $12 | 12/31/2023 |
| Citigroup Inc. | 328 | $9 | 12/31/2023 |
| CWI | 328 | $9 | 12/31/2023 |
| Bartlett & Co. LLC | 331 | $9 | 12/31/2023 |
| CWI | 331 | $9 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 331 | $9 | 12/31/2023 |
| CWI | 331 | $9 | 12/31/2023 |
| Duncker Streett & Co. Inc. | 255 | $7 | 03/31/2024 |
| CWI | 255 | $7 | 03/31/2024 |
| Sage Mountain Advisors LLC | 200 | $6 | 03/31/2024 |
| CWI | 200 | $6 | 03/31/2024 |
| IFP Advisors Inc | 225 | $6 | 12/31/2023 |
| CWI | 225 | $6 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 225 | $6 | 12/31/2023 |
| CWI | 225 | $6 | 12/31/2023 |
| AdvisorNet Financial Inc | 174 | $5 | 03/31/2024 |
| CWI | 174 | $5 | 03/31/2024 |
| Clearstead Advisors LLC | 176 | $5 | 12/31/2023 |
| CWI | 176 | $5 | 12/31/2023 |
| Gradient Investments LLC | 111 | $3 | 03/31/2024 |
| CWI | 111 | $3 | 03/31/2024 |
| Bogart Wealth LLC | 61 | $2 | 12/31/2023 |
| CWI | 61 | $2 | 12/31/2023 |
| Qube Research & Technologies Ltd | 33 | $1 | 12/31/2023 |
| CWI | 33 | $1 | 12/31/2023 |
| Pacific Capital Wealth Advisors Inc. | 23 | $1 | 12/31/2023 |
| CWI | 23 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| CWI | 0 | $0 | 12/31/2023 |
| BNP Paribas Arbitrage SA | 15 | $0 | 12/31/2023 |
| CWI | 15 | $0 | 12/31/2023 |
| BlackRock Inc. | 18 | $0 | 12/31/2023 |
| CWI | 18 | $0 | 12/31/2023 |
| DB Wealth Management Group LLC | 18 | $0 | 12/31/2023 |
| CWI | 18 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CWI
See Details: Top 10 Hedge Funds Holding CWI
Also See: CWI Holdings Changes
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