Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing IWR Share Count | ||||
CWM LLC | 23,819 | 116,732 | +92,913 | +390.08% |
GAMMA Investing LLC | 5,839 | 14,449 | +8,610 | +147.46% |
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% |
AdvisorNet Financial Inc | 1,659 | 2,232 | +573 | +34.54% |
Atlas Brown Inc. | 11,610 | 15,430 | +3,820 | +32.90% |
Matrix Asset Advisors Inc. NY | 30,734 | 40,036 | +9,302 | +30.27% |
First Citizens Bank & Trust Co. | 149,143 | 179,445 | +30,302 | +20.32% |
Fragasso Group Inc. | 3,101 | 3,714 | +613 | +19.77% |
Brookstone Capital Management | 2,615 | 3,077 | +462 | +17.67% |
Flagship Harbor Advisors LLC | 3,609 | 4,110 | +501 | +13.88% |
Optimum Investment Advisors | 6,230 | 7,083 | +853 | +13.69% |
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% |
Unique Wealth LLC | 65,525 | 72,018 | +6,493 | +9.91% |
Wedmont Private Capital | 6,629 | 7,198 | +569 | +8.58% |
Lpwm LLC | 37,053 | 39,627 | +2,574 | +6.95% |
Stillwater Capital Advisors LLC | 8,237 | 8,705 | +468 | +5.68% |
Signature Securities Group Corporation | 45,701 | 47,415 | +1,714 | +3.75% |
Tanglewood Legacy Advisors LLC | 71,422 | 74,013 | +2,591 | +3.63% |
KMG Fiduciary Partners LLC | 3,883 | 3,976 | +93 | +2.40% |
Sage Capital Advisors llc | 19,668 | 19,863 | +195 | +0.99% |
Summit Financial Group Inc. | 42,380 | 42,793 | +413 | +0.97% |
Stephenson National Bank & Trust | 154,767 | 155,900 | +1,133 | +0.73% |
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% |
DGS Capital Management LLC | 2,702 | 2,712 | +10 | +0.37% |
Bruce G. Allen Investments LLC | 3,430 | 3,439 | +9 | +0.26% |
Objectivity Squared LLC | 3,127 | 3,135 | +8 | +0.26% |
Next Level Private LLC | 8,663 | 8,684 | +21 | +0.24% |
Rise Advisors LLC | 462 | 463 | +1 | +0.22% |
Ellenbecker Investment Group | 26,450 | 26,499 | +49 | +0.19% |
Register Financial Advisors LLC | 5,468 | 5,478 | +10 | +0.18% |
RFG Advisory LLC | 2,926 | 2,931 | +5 | +0.17% |
Atlantic Union Bankshares Corp | 925,900 | 927,193 | +1,293 | +0.14% |
PPS&V Asset Management Consultants Inc. | 15,998 | 16,021 | +23 | +0.14% |
CVA Family Office LLC | 1,537 | 1,539 | +2 | +0.13% |
New England Professional Planning Group Inc. | 7,273 | 7,279 | +6 | +0.08% |
Retirement Planning Group | 8,766 | 8,770 | +4 | +0.05% |
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% |
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% |
Atwood & Palmer Inc. | 0 | 25 | +25 | +100% |
Silverleafe Capital Partners LLC | 0 | 2,640 | +2,640 | +100% |
BTC Capital Management Inc. | 0 | 45,586 | +45,586 | +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% |
Selective Wealth Management Inc. | 0 | 9,299 | +9,299 | +100% |
Future Financial Wealth Managment LLC | 0 | 343 | +343 | +100% |
Aprio Wealth Management LLC | 0 | 4,043 | +4,043 | +100% |
Monterey Private Wealth Inc. | 0 | 2,452 | +2,452 | +100% |
Keystone Wealth Services LLC | 0 | 2,456 | +2,456 | +100% |
Global Wealth Strategies & Associates | 0 | 21 | +21 | +100% |
Security Financial Services INC. | 0 | 2,658 | +2,658 | +100% |
Global Assets Advisory LLC | 0 | 19,715 | +19,715 | +100% |
Signal Advisors Wealth LLC | 0 | 2,545 | +2,545 | +100% |
13F Filers With Unchanged Share Count | ||||
Campbell Newman Asset Management Inc. | 12,840 | 12,840 | UNCH | 0.00% |
Guyasuta Investment Advisors Inc. | 3,300 | 3,300 | 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% |
Courier Capital LLC | 32,818 | 32,818 | UNCH | 0.00% |
Adirondack Trust Co. | 3,557 | 3,557 | UNCH | 0.00% |
M&R Capital Management Inc. | 200 | 200 | UNCH | 0.00% |
American National Bank | 9,176 | 9,176 | 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% |
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% |
Perkins Coie Trust Co | 2,800 | 2,800 | UNCH | 0.00% |
Mather Group LLC. | 26,053 | 26,053 | UNCH | 0.00% |
Thomasville National Bank | 6,889 | 6,889 | UNCH | 0.00% |
SignalPoint Asset Management LLC | 3,063 | 3,063 | UNCH | 0.00% |
Riverview Trust Co | 3,395 | 3,395 | UNCH | 0.00% |
D. Scott Neal Inc. | 3,560 | 3,560 | UNCH | 0.00% |
Community Bank of Raymore | 3,929 | 3,929 | 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% |
BlueSky Wealth Advisors LLC | 7,481 | 7,481 | 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% |
Pathway Financial Advisors LLC | 29,669 | 29,669 | UNCH | 0.00% |
Pasadena Private Wealth LLC | 28,500 | 28,500 | 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% |
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% |
Bank of New Hampshire | 500 | 500 | 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% |
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% |
Davis Investment Partners LLC | 2,868 | 2,868 | UNCH | 0.00% |
Sterling Financial Group Inc. | 17,606 | 17,606 | UNCH | 0.00% |
Peoples Bank KS | 71 | 71 | 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% |
Voisard Asset Management Group Inc. | 2,038 | 2,038 | UNCH | 0.00% |
Great Oak Capital Partners LLC | 3,049 | 3,049 | UNCH | 0.00% |
13F Filers Decreasing IWR Share Count | ||||
Sound Income Strategies LLC | 235 | 76 | -159 | -67.66% |
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% |
Fundamentun LLC | 17,771 | 9,771 | -8,000 | -45.02% |
Lowe Wealth Advisors LLC | 900 | 600 | -300 | -33.33% |
Procyon Private Wealth Partners LLC | 28,266 | 19,599 | -8,667 | -30.66% |
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% |
RWM Asset Management LLC | 5,594 | 4,371 | -1,223 | -21.86% |
International Assets Investment Management LLC | 3,507 | 2,935 | -572 | -16.31% |
Versant Capital Management Inc | 4,933 | 4,144 | -789 | -15.99% |
Sunbelt Securities Inc. | 14,963 | 12,692 | -2,271 | -15.18% |
Hilltop Wealth Advisors LLC | 24,968 | 21,901 | -3,067 | -12.28% |
Park Avenue Securities LLC | 16,606 | 14,597 | -2,009 | -12.10% |
Massmutual Trust Co. FSB ADV | 9,074 | 7,997 | -1,077 | -11.87% |
Dynamic Advisor Solutions LLC | 14,021 | 12,669 | -1,352 | -9.64% |
Ballew Advisors Inc | 7,414 | 6,780 | -634 | -8.55% |
Norwood Financial Corp | 1,200 | 1,100 | -100 | -8.33% |
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% |
Capital Investment Advisors LLC | 5,859 | 5,453 | -406 | -6.93% |
Harbour Capital Advisors LLC | 6,190 | 5,769 | -421 | -6.80% |
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% |
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% |
CFM Wealth Partners LLC | 61,753 | 58,617 | -3,136 | -5.08% |
Aspiriant LLC | 38,375 | 36,555 | -1,820 | -4.74% |
PFW Advisors LLC | 210,902 | 202,188 | -8,714 | -4.13% |
Stratos Wealth Advisors LLC | 21,098 | 20,230 | -868 | -4.11% |
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% |
TruWealth Advisors LLC | 3,012 | 2,905 | -107 | -3.55% |
OLD National Bancorp IN | 148,129 | 142,916 | -5,213 | -3.52% |
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% |
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% |
Trust Co | 4,463 | 4,353 | -110 | -2.46% |
Windsor Capital Management LLC | 7,893 | 7,725 | -168 | -2.13% |
Wealth Enhancement Advisory Services LLC | 805,693 | 788,718 | -16,975 | -2.11% |
Appleton Partners Inc. MA | 25,408 | 24,893 | -515 | -2.03% |
Folger Nolan Fleming Douglas Capital Management Inc. | 108,480 | 106,383 | -2,097 | -1.93% |
Country Trust Bank | 824,107 | 810,538 | -13,569 | -1.65% |
Affinity Capital Advisors LLC | 4,766 | 4,709 | -57 | -1.20% |
First Hawaiian Bank | 12,021 | 11,891 | -130 | -1.08% |
NBC Securities Inc. | 42,919 | 42,462 | -457 | -1.06% |
Enzi Wealth | 3,591 | 3,555 | -36 | -1.00% |
Occidental Asset Management LLC | 12,853 | 12,737 | -116 | -0.90% |
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% |
Beese Fulmer Investment Management Inc. | 7,907 | 7,864 | -43 | -0.54% |
Sunburst Financial Group LLC | 64,450 | 64,117 | -333 | -0.52% |
Halpern Financial Inc. | 18,373 | 18,289 | -84 | -0.46% |
Pinnacle Bank | 7,995 | 7,960 | -35 | -0.44% |
Pallas Capital Advisors LLC | 20,001 | 19,928 | -73 | -0.36% |
City Holding Co. | 65,167 | 64,956 | -211 | -0.32% |
Salem Investment Counselors Inc. | 81,124 | 81,000 | -124 | -0.15% |
Moody National Bank Trust Division | 113,938 | 113,786 | -152 | -0.13% |
13F Filers Exiting IWR | ||||
Grey Fox Wealth Advisors LLC | 9,275 | 0 | -9,275 | -100.00% |
Opal Wealth Advisors LLC | 9,660 | 0 | -9,660 | -100.00% |
SMI Advisory Services LLC | 7,106 | 0 | -7,106 | -100.00% |
Mechanics Bank Trust Department | 2,870 | 0 | -2,870 | -100.00% |
Twele Capital Management Inc. | 14,203 | 0 | -14,203 | -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