Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| INVESTED ADVISORS | 5,585 | $581 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 8,000 | $832 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,730 | $308 |
| Milestone Investment Advisors LLC | 5,275 | $549 |
| Greenspring Advisors, LLC | 13,565 | $1,411 |
| KINTRA WEALTH, LLC | 2,217 | $231 |
| Elyxium Wealth, LLC | 1,450 | $151 |
| Laurel Wealth Advisors LLC | 2,600 | $271 |
| MidAtlantic Capital Management, Inc. | 534 | $56 |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,071 | $215 |
| SRS Capital Advisors, Inc. | 3,075 | $320 |
| MGO ONE SEVEN LLC | 1,966 | $205 |
| Stratos Wealth Partners, LTD. | 3,032 | $315 |
| SageView Advisory Group, LLC | 950 | $99 |
| Ritter Daniher Financial Advisory LLC / DE | 300 | $31 |
| BlackRock, Inc. | 4,211 | $438 |
| Pinnacle Wealth Planning Services, Inc. | 98 | $10 |
| Signature Resources Capital Management, LLC | 7 | $1 |
| Fortis Group Advisors, LLC | 6 | $1 |
| Kingdom Financial Group LLC. | 5 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Strategic Financial Concepts, LLC | 11,387 | 42,306 | +30,919 (+271.5%) |
| Clearstead Trust, LLC | 487,160 | 495,827 | +8,667 (+1.8%) |
| Cape Investment Advisory, Inc. | 4 | 20,955 | +20,951 (+523775.0%) |
| GM Advisory Group, Inc. | 286,081 | 333,245 | +47,164 (+16.5%) |
| Investors Research Corp | 75,205 | 81,507 | +6,302 (+8.4%) |
| TWIN PEAKS WEALTH ADVISORS, LLC | 6,568 | 10,426 | +3,858 (+58.7%) |
| Farther Finance Advisors, LLC | 7,568 | 79,438 | +71,870 (+949.7%) |
| Gladstone Institutional Advisory LLC | 16,125 | 35,065 | +18,940 (+117.5%) |
| Edge Financial Advisors LLC | 8,921 | 10,367 | +1,446 (+16.2%) |
| Towerpoint Wealth, LLC | 15,900 | 16,802 | +902 (+5.7%) |
| Optivise Advisory Services LLC | 4,691 | 5,659 | +968 (+20.6%) |
| Drake & Associates, LLC | 6,152 | 8,601 | +2,449 (+39.8%) |
| JGP Wealth Management, LLC | 9,343 | 13,712 | +4,369 (+46.8%) |
| ROMAN BUTLER FULLERTON & CO | 12,742 | 14,153 | +1,411 (+11.1%) |
| Plotkin Financial Advisors, LLC | 4,940 | 5,715 | +775 (+15.7%) |
| Nvest Financial, LLC | 8,115 | 8,504 | +389 (+4.8%) |
| Capital Advisors, Ltd. LLC | 17,884 | 21,078 | +3,194 (+17.9%) |
| GWN SECURITIES INC. | 13,120 | 13,573 | +453 (+3.5%) |
| MONEY CONCEPTS CAPITAL CORP | 49,074 | 50,341 | +1,267 (+2.6%) |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 35,142 | 35,571 | +429 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Goodman Advisory Group, LLC | 185,401 | 2,477 | -182,924 (-98.7%) |
| Ipsen Advisor Group LLC | 67,788 | 53,924 | -13,864 (-20.5%) |
| McKinley Carter Wealth Services, Inc. | 444,445 | 368,249 | -76,196 (-17.1%) |
| LongView Wealth Management | 154,275 | 147,068 | -7,207 (-4.7%) |
| FAS Wealth Partners, Inc. | 599,825 | 586,634 | -13,191 (-2.2%) |
| Lloyd Advisory Services, LLC. | 18,446 | 843 | -17,603 (-95.4%) |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 147,006 | 143,882 | -3,124 (-2.1%) |
| Dentgroup LLC | 49,944 | 49,380 | -564 (-1.1%) |
| Hershey Financial Advisers, LLC | 11,035 | 9,128 | -1,907 (-17.3%) |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 67,909 | 61,553 | -6,356 (-9.4%) |
| JIM SAULNIER & ASSOCIATES, LLC | 33,806 | 33,257 | -549 (-1.6%) |
| STEINBERGANNA WEALTH MANAGEMENT | 32,193 | 31,538 | -655 (-2.0%) |
| Brand Asset Management Group, Inc. | 34,888 | 33,376 | -1,512 (-4.3%) |
| ADELL HARRIMAN & CARPENTER INC | 27,270 | 10,495 | -16,775 (-61.5%) |
| Cedar Point Capital Partners, LLC | 8,568 | 7,622 | -946 (-11.0%) |
| RFG Advisory, LLC | 38,189 | 2,307 | -35,882 (-94.0%) |
| Marietta Wealth Management, LLC | 71,625 | 69,895 | -1,730 (-2.4%) |
| Shira Ridge Wealth Management | 22,723 | 22,245 | -478 (-2.1%) |
| Pinnacle Financial Group, LLC / IL | 22,830 | 21,833 | -997 (-4.4%) |
| Private Advisor Group, LLC | 113,848 | 30,840 | -83,008 (-72.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| AdvisorShares Investments LLC | 401,848 | $41,913 |
| Trinity Wealth Management, LLC | 63,666 | $6,640 |
| Del-Sette Capital Management, LLC | 19,592 | $2,043 |
| FLP Wealth Management, LLC | 2,215 | $231 |
| Blue Barn Wealth, LLC | 8,719 | $909 |
| ASHTON THOMAS SECURITIES, LLC | 26,030 | $2,715 |
| B.O.S.S. Retirement Advisors, LLC | 5,610 | $585 |
| TRED AVON FAMILY WEALTH, LLC | 3,460 | $361 |
| McCarthy & Cox | 2,217 | $231 |
| Spectrum Wealth Advisory Group, LLC | 2,040 | $213 |
| Prospera Financial Services Inc | 21,553 | $2,248 |
| Painted Porch Advisors LLC | 1,313 | $137 |
| Quest 10 Wealth Builders, Inc. | 260 | $27 |
| CHILTON CAPITAL MANAGEMENT LLC | 3,512 | $366 |
| Operose Advisors LLC | 485 | $51 |
| CITADEL ADVISORS LLC | 13,076 | $1,364 |
| GOLDMAN SACHS GROUP INC | 3,898 | $407 |
| Optiver Holding B.V. | 173 | $18 |
| Ameritas Advisory Services, LLC | 61 | $6 |
| Qube Research & Technologies Ltd | 29 | $3 |