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ILCG Holdings Changes image
This page summarizes the ILCG 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 ILCG 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing ILCG Share Count
Hoese & Co LLP 10,711 13,322 +2,611 +24.38%
Wealth Enhancement Advisory Services LLC 76,457 92,348 +15,891 +20.78%
LongView Wealth Management 94,364 112,187 +17,823 +18.89%
RFG Advisory LLC 36,476 39,196 +2,720 +7.46%
Pinnacle Bank 1,114 1,115 +1 +0.09%
SOA Wealth Advisors LLC. 2,707 2,708 +1 +0.04%
13F Filers Reporting New Positions In ILCG
Gilman Hill Asset Management LLC 0 3,460 +3,460 +100%
Cornerstone Wealth Group LLC 0 4,860 +4,860 +100%
Global Assets Advisory LLC 0 13,815 +13,815 +100%
Kaydan Wealth Management Inc. 0 2,750 +2,750 +100%
13F Filers With Unchanged Share Count
Norwood Financial Corp 1,000 1,000 UNCH 0.00%
Courage Miller Partners LLC 6,999 6,999 UNCH 0.00%
Retirement Planning Group 50,617 50,617 UNCH 0.00%
Annex Advisory Services LLC 4,125 4,125 UNCH 0.00%
Evanson Asset Management LLC 3,100 3,100 UNCH 0.00%
Cedar Mountain Advisors LLC 1,749 1,749 UNCH 0.00%
Tsfg LLC 1,300 1,300 UNCH 0.00%
Strategic Advocates LLC 3,265 3,265 UNCH 0.00%
13F Filers Decreasing ILCG Share Count
International Assets Investment Management LLC 7,458 5,598 -1,860 -24.94%
Mather Group LLC. 6,402 4,992 -1,410 -22.02%
Cooper Financial Group 11,870 9,645 -2,225 -18.74%
Sunburst Financial Group LLC 135,003 113,017 -21,986 -16.29%
Andina Capital Management LLC 18,059 15,664 -2,395 -13.26%
Harbor Investment Advisory LLC 2,550 2,250 -300 -11.76%
Dentgroup LLC 53,191 48,585 -4,606 -8.66%
Signature Securities Group Corporation 5,786 5,362 -424 -7.33%
Bowman & Co S.C. 7,620 7,295 -325 -4.27%
Towerpoint Wealth LLC 20,921 20,476 -445 -2.13%
Paragon Capital Management Ltd 5,057 4,999 -58 -1.15%
CWM LLC 46,299 45,851 -448 -0.97%
GenWealth Group Inc. 34,922 34,618 -304 -0.87%
Sunbelt Securities Inc. 6,332 6,301 -31 -0.49%
Cedar Brook Financial Partners LLC 7,250 7,218 -32 -0.44%

See Summary: Institutional Holders of ILCG
See Details: Top 10 Hedge Funds Holding ILCG

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