HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IWL Share Count | ||||
| Glass Jacobson Investment Advisors llc | 252 | 1,057 | +805 | +319.44% |
| Private Advisor Group LLC | 2,996 | 8,810 | +5,814 | +194.06% |
| Newbridge Financial Services Group Inc. | 3,320 | 4,795 | +1,475 | +44.43% |
| Cambridge Investment Research Advisors Inc. | 93,536 | 129,254 | +35,718 | +38.19% |
| Toth Financial Advisory Corp | 2,615 | 3,250 | +635 | +24.28% |
| SOA Wealth Advisors LLC. | 6,127 | 7,280 | +1,153 | +18.82% |
| Wealth Enhancement Advisory Services LLC | 3,457 | 3,953 | +496 | +14.35% |
| Wealthfront Advisers LLC | 6,875 | 7,630 | +755 | +10.98% |
| Pegasus Partners Ltd. | 188,479 | 204,016 | +15,537 | +8.24% |
| First Citizens Bank & Trust Co. | 95,546 | 101,931 | +6,385 | +6.68% |
| Nicollet Investment Management Inc. | 42,619 | 45,467 | +2,848 | +6.68% |
| McKinley Carter Wealth Services Inc. | 362,873 | 384,402 | +21,529 | +5.93% |
| Tompkins Financial Corp | 646,950 | 667,208 | +20,258 | +3.13% |
| Leavell Investment Management Inc. | 13,405 | 13,755 | +350 | +2.61% |
| WFA Asset Management Corp | 92,594 | 93,818 | +1,224 | +1.32% |
| Dohj LLC | 214,354 | 216,517 | +2,163 | +1.01% |
| Creative Financial Designs Inc. ADV | 80,696 | 81,244 | +548 | +0.68% |
| Boyd Wealth Management LLC | 10,988 | 11,002 | +14 | +0.13% |
| AFT Forsyth & Company Inc. | 3,151 | 3,152 | +1 | +0.03% |
| 13F Filers Reporting New Positions In IWL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Spirit of America Management Corp NY | 0 | 588 | +588 | +100% |
| YHB Investment Advisors Inc. | 0 | 3 | +3 | +100% |
| Foresight Capital Management Advisors Inc. | 0 | 5,829 | +5,829 | +100% |
| Apeiron RIA LLC | 0 | 1,583 | +1,583 | +100% |
| Mason & Associates LLC | 0 | 5,829 | +5,829 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Massmutual Trust Co. FSB ADV | 767 | 767 | UNCH | 0.00% |
| Bouchey Financial Group Ltd | 2,277 | 2,277 | UNCH | 0.00% |
| Private Ocean LLC | 170 | 170 | UNCH | 0.00% |
| Cornerstone Wealth Management LLC | 2,131 | 2,131 | UNCH | 0.00% |
| Pinnacle Bank | 552 | 552 | UNCH | 0.00% |
| GenWealth Group Inc. | 4,958 | 4,958 | UNCH | 0.00% |
| Compton Wealth Advisory Group LLC | 16,582 | 16,582 | UNCH | 0.00% |
| MONECO Advisors LLC | 3,929 | 3,929 | UNCH | 0.00% |
| Aspire Wealth Management Corp | 407 | 407 | UNCH | 0.00% |
| Silverlake Wealth Management LLC | 2,000 | 2,000 | UNCH | 0.00% |
| 13F Filers Decreasing IWL Share Count | ||||
| UMB Bank N A MO | 1,377 | 1,001 | -376 | -27.31% |
| Paul Damon & Associates Inc. | 19,663 | 14,891 | -4,772 | -24.27% |
| Raymond James & Associates | 3,908 | 3,101 | -807 | -20.65% |
| Raymond James Financial Services Advisors Inc. | 4,978 | 4,098 | -880 | -17.68% |
| Private Trust Co. NA | 578 | 480 | -98 | -16.96% |
| Cahaba Wealth Management Inc. | 8,755 | 7,295 | -1,460 | -16.68% |
| Capital Investment Advisory Services LLC | 2,400 | 2,000 | -400 | -16.67% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 15,561 | 13,223 | -2,338 | -15.02% |
| Noble Family Wealth LLC | 34,150 | 29,150 | -5,000 | -14.64% |
| Blue Bell Private Wealth Management LLC | 528 | 483 | -45 | -8.52% |
| Wooster Corthell Wealth Management Inc. | 7,991 | 7,405 | -586 | -7.33% |
| Strategic Equity Management | 75,894 | 71,269 | -4,625 | -6.09% |
| Lincoln National Corp | 27,804 | 26,841 | -963 | -3.46% |
| Patriot Financial Group Insurance Agency LLC | 7,880 | 7,623 | -257 | -3.26% |
| Stratos Wealth Partners LTD. | 22,332 | 21,728 | -604 | -2.70% |
| Arkadios Wealth Advisors | 65,773 | 64,053 | -1,720 | -2.62% |
| Commonwealth Equity Services LLC | 43,260 | 42,125 | -1,135 | -2.62% |
| Octavia Wealth Advisors LLC | 1,857 | 1,813 | -44 | -2.37% |
| Grant Street Asset Management Inc. | 20,093 | 19,645 | -448 | -2.23% |
| Gilbert & Cook Inc. | 554,726 | 543,443 | -11,283 | -2.03% |
| Flagship Harbor Advisors LLC | 3,850 | 3,803 | -47 | -1.22% |
| Zimmermann Investment Management & Planning LLC | 20,102 | 19,884 | -218 | -1.08% |
| Dechtman Wealth Management LLC | 93,020 | 92,078 | -942 | -1.01% |
| McAdam LLC | 2,870 | 2,856 | -14 | -0.49% |
| ShoreHaven Wealth Partners LLC | 43,157 | 43,136 | -21 | -0.05% |
| First Pacific Financial | 2,895 | 2,894 | -1 | -0.03% |
| 13F Filers Exiting IWL | ||||
| Sollinda Capital Management LLC | 2,000 | 0 | -2,000 | -100.00% |
| Win Advisors Inc. | 210,162 | 0 | -210,162 | -100.00% |
| Gradient Investments LLC | 338 | 0 | -338 | -100.00% |
See Summary: Institutional Holders of IWL
See Details: Top 10 Hedge Funds Holding IWL
