Stock
IWL
| Ownership Count: | 321 |
| Ownership Count: | 321 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| TOMPKINS FINANCIAL CORP | 14.74% |
Reduced 0.68%
|
997,803 | $144,392,000.0 |
| Gilbert & Cook, Inc. | 10.41% |
Reduced 0.63%
|
503,983 | $72,931,000.0 |
| MORGAN STANLEY | 0.01% |
Added 0.27%
|
410,625 | $59,421,000.0 |
| AMERIPRISE FINANCIAL INC | 0.02% |
Added 2.94%
|
367,553 | $53,189,000.0 |
| McKinley Carter Wealth Services, Inc. | 3.28% |
Reduced 3.15%
|
365,416 | $52,879,000.0 |
| LPL Financial LLC | 0.02% |
Added 0.43%
|
306,260 | $44,318,000.0 |
| Lido Advisors, LLC | 0.24% |
No Change
|
257,324 | $37,237,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Reduced 11.09%
|
256,232 | $37,079,000.0 |
| Proficio Capital Partners LLC | 3.34% |
Added 474.69%
|
234,876 | $31,461,000.0 |
| FIFTH THIRD BANCORP | 0.1% |
Reduced 20.98%
|
229,155 | $20,690,000.0 |
| Pegasus Partners Ltd. | 2.9% |
Added 1.16%
|
220,310 | $30,940,000.0 |
| WIN ADVISORS, INC | 10.97% |
No Change
|
210,162 | $24,187,000.0 |
| DOHJ, LLC | 6.76% |
Added 1.95%
|
201,494 | $29,158,000.0 |
| FreeGulliver LLC | 15.16% |
Added 30.39%
|
200,345 | $28,992,000.0 |
| Reliant Wealth Planning | 13.27% |
No Change
|
183,022 | $26,485,000.0 |