HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IGM Share Count | ||||
| Sunbelt Securities Inc. | 1,182 | 6,183 | +5,001 | +423.10% |
| Nikulski Financial Inc. | 14,820 | 17,346 | +2,526 | +17.04% |
| RMR Wealth Builders | 9,156 | 10,313 | +1,157 | +12.64% |
| Southland Equity Partners LLC | 4,008 | 4,358 | +350 | +8.73% |
| Transform Wealth LLC | 57,978 | 62,678 | +4,700 | +8.11% |
| Wealth Enhancement Advisory Services LLC | 18,720 | 18,907 | +187 | +1.00% |
| Congress Wealth Management LLC DE | 12,816 | 12,825 | +9 | +0.07% |
| Hubbell Strickland Wealth Management LLC | 3,930 | 3,932 | +2 | +0.05% |
| SOA Wealth Advisors LLC. | 5,760 | 5,761 | +1 | +0.02% |
| 13F Filers Reporting New Positions In IGM | ||||
| Calton & Associates Inc. | 0 | 2,381 | +2,381 | +100% |
| Valeo Financial Advisors LLC | 0 | 2,588 | +2,588 | +100% |
| Coastal Investment Advisors Inc. | 0 | 84 | +84 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Hudson Valley Investment Advisors Inc. ADV | 4,800 | 4,800 | UNCH | 0.00% |
| Norwood Financial Corp | 3,426 | 3,426 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 1,272 | 1,272 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 15,000 | 15,000 | UNCH | 0.00% |
| Webster Bank N. A. | 18,078 | 18,078 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 60 | 60 | UNCH | 0.00% |
| Asset Dedication LLC | 234 | 234 | UNCH | 0.00% |
| Westside Investment Management Inc. | 2,832 | 2,832 | UNCH | 0.00% |
| St. Johns Investment Management Company LLC | 5,718 | 5,718 | UNCH | 0.00% |
| Patten Group Inc. | 4,110 | 4,110 | UNCH | 0.00% |
| Ayalon Holdings Ltd. | 11,826 | 11,826 | UNCH | 0.00% |
| Clarius Group LLC | 9,774 | 9,774 | UNCH | 0.00% |
| One Wealth Advisors LLC | 7,560 | 7,560 | UNCH | 0.00% |
| Northwest Capital Management Inc | 252 | 252 | UNCH | 0.00% |
| Independence Bank of Kentucky | 960 | 960 | UNCH | 0.00% |
| Private Capital Management LLC | 6,000 | 6,000 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 120 | 120 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 444 | 444 | UNCH | 0.00% |
| Capital Market Strategies LLC | 4,530 | 4,530 | UNCH | 0.00% |
| Bank of New Hampshire | 2,580 | 2,580 | UNCH | 0.00% |
| Channel Wealth LLC | 3,402 | 3,402 | UNCH | 0.00% |
| 13F Filers Decreasing IGM Share Count | ||||
| Simon Quick Advisors LLC | 5,214 | 2,813 | -2,401 | -46.05% |
| ZRC Wealth Management LLC | 2,790 | 1,548 | -1,242 | -44.52% |
| Kesler Norman & Wride LLC | 9,780 | 7,596 | -2,184 | -22.33% |
| Security Financial Services INC. | 16,740 | 15,112 | -1,628 | -9.73% |
| Willis Johnson & Associates Inc. | 8,856 | 8,216 | -640 | -7.23% |
| International Assets Investment Management LLC | 3,294 | 3,064 | -230 | -6.98% |
| Stratos Wealth Partners LTD. | 7,800 | 7,412 | -388 | -4.97% |
| Horizon Bancorp Inc. IN | 9,300 | 8,928 | -372 | -4.00% |
| Apexium Financial LP | 58,680 | 56,572 | -2,108 | -3.59% |
| Legacy Financial Strategies LLC | 257,022 | 247,896 | -9,126 | -3.55% |
| Caldwell Sutter Capital Inc. | 17,520 | 16,902 | -618 | -3.53% |
| Pallas Capital Advisors LLC | 14,976 | 14,735 | -241 | -1.61% |
| CIC Wealth LLC | 103,596 | 102,577 | -1,019 | -0.98% |
| Saxon Interests Inc. | 5,412 | 5,382 | -30 | -0.55% |
| Clarity Wealth Advisors LLC | 27,312 | 27,166 | -146 | -0.53% |
| CWM LLC | 64,152 | 63,941 | -211 | -0.33% |
| Red Door Wealth Management LLC | 3,564 | 3,562 | -2 | -0.06% |
| Cypress Wealth Services LLC | 7,536 | 7,534 | -2 | -0.03% |
| Grassi Investment Management | 5,556 | 5,555 | -1 | -0.02% |
| Miracle Mile Advisors LLC | 9,762 | 9,760 | -2 | -0.02% |
| 13F Filers Exiting IGM | ||||
| Sandy Cove Advisors LLC | 4,476 | 0 | -4,476 | -100.00% |
| Steel Peak Wealth Management LLC | 136,230 | 0 | -136,230 | -100.00% |
| Patriot Investment Management Inc. | 3,756 | 0 | -3,756 | -100.00% |
| Albion Financial Group UT | 420 | 0 | -420 | -100.00% |
See Summary: Institutional Holders of IGM
See Details: Top 10 Hedge Funds Holding IGM
