IFGL(IFGL)
IFGL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 1.31M | Mar 31, 26 | +1.25M | 34.25% |
| BANK OF AMERICA CORP /DE/ | 177.31K | Mar 31, 26 | +5.04K | 4.64% |
| COURIER CAPITAL LLC | 168.32K | Mar 31, 26 | +12.03K | 4.40% |
| MORGAN STANLEY | 128.54K | Mar 31, 26 | +6.54K | 3.36% |
| Cerity Partners LLC | 103.69K | Mar 31, 26 | +72.57K | 2.71% |
| WELLS FARGO & COMPANY/MN | 71.75K | Mar 31, 26 | -5.05K | 1.88% |
| Beacon Pointe Advisors, LLC | 68.56K | Mar 31, 26 | -34.20K | 1.79% |
| FLOW TRADERS U.S. LLC | 64.68K | Mar 31, 26 | +64.68K | 1.69% |
| Old Port Advisors | 54.56K | Mar 31, 26 | -14.79K | 1.43% |
| Wealthfront Advisers LLC | 52.03K | Mar 31, 26 | +29.74K | 1.36% |
| Lido Advisors, LLC | 44.79K | Mar 31, 26 | +3.73K | 1.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.50K | Mar 31, 26 | +7.72K | 1.06% |
| JANE STREET GROUP, LLC | 38.76K | Mar 31, 26 | -16.20K | 1.01% |
| Dunhill Financial, LLC | 35.60K | Mar 31, 26 | +29.27K | 0.93% |
| CITADEL ADVISORS LLC | 24.19K | Mar 31, 26 | +11.96K | 0.63% |
| AE Wealth Management LLC | 24.05K | Mar 31, 26 | +20.14K | 0.63% |
| Invesco Ltd. | 17.56K | Mar 31, 26 | -225 | 0.46% |
| LPL Financial LLC | 17.52K | Mar 31, 26 | -37.73K | 0.46% |
| Creative Planning | 16.03K | Mar 31, 26 | -1.09K | 0.42% |
| Prosperity Planning, Inc. | 15.86K | Mar 31, 26 | +1.01K | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 15.75K | Mar 31, 26 | +10.68K | 0.41% |
| Financial Alternatives, Inc | 15.36K | Mar 31, 26 | +2 | 0.40% |
| WESTBOURNE INVESTMENTS, INC. | 13.88K | Mar 31, 26 | +3.17K | 0.36% |
| Bank of New York Mellon Corp | 13.61K | Mar 31, 26 | -1 | 0.36% |
| Cetera Investment Advisers | 13.39K | Mar 31, 26 | +659 | 0.35% |
| Ariadne Wealth Management, LP | 13.04K | Mar 31, 26 | -- | 0.34% |
| NATIXIS ADVISORS, L.P. | 12.28K | Mar 31, 26 | +12.28K | 0.32% |
| SBI Securities Co., Ltd. | 12.09K | Mar 31, 26 | +548 | 0.32% |
| Upper Left Wealth Management, LLC | 10.79K | Mar 31, 26 | +10.79K | 0.28% |
| AWM CAPITAL, LLC | 10.68K | Mar 31, 26 | -3.39K | 0.28% |
| Savvy Advisors, Inc. | 10.24K | Mar 31, 26 | -2.10K | 0.27% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.24K | Mar 31, 26 | -343 | 0.24% |
| Private Wealth Management Group, LLC | 6.18K | Mar 31, 26 | -- | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 4.66K | Mar 31, 26 | +4.66K | 0.12% |
| UBS Group AG | 4.12K | Mar 31, 26 | -2.94K | 0.11% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.40K | Mar 31, 26 | -- | 0.09% |
| Parkside Financial Bank & Trust | 2.88K | Mar 31, 26 | +10 | 0.08% |
| Stone House Investment Management, LLC | 2.19K | Mar 31, 26 | +63 | 0.06% |
| IFP Advisors, Inc | 1.01K | Mar 31, 26 | -- | 0.03% |
| BLAIR WILLIAM & CO/IL | 923 | Mar 31, 26 | -- | 0.02% |
| CITIGROUP INC | 882 | Mar 31, 26 | -- | 0.02% |
| FMR LLC | 681 | Mar 31, 26 | -2 | 0.02% |
| FIFTH THIRD BANCORP | 446 | Mar 31, 26 | +446 | 0.01% |
| Advisory Services Network, LLC | 300 | Mar 31, 26 | +300 | 0.01% |
| EverSource Wealth Advisors, LLC | 275 | Mar 31, 26 | -- | 0.01% |
| Financial Freedom, LLC | 108 | Mar 31, 26 | +108 | 0.00% |
| JPMORGAN CHASE & CO | 55 | Mar 31, 26 | +55 | 0.00% |
| Princeton Global Asset Management LLC | 15 | Mar 31, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | -- | Mar 31, 26 | -64 | -- |
| Moss Adams Wealth Advisors LLC | -- | Mar 31, 26 | -12.66K | -- |
| BESSEMER GROUP INC | -- | Mar 31, 26 | -342 | -- |
| Running Point Capital Advisors, LLC | 88.05K | Dec 31, 25 | -33.27K | 2.30% |
| MARYLAND CAPITAL ADVISORS INC. | 23.99K | Dec 31, 25 | -146 | 0.63% |
| COMERICA BANK | 446 | Dec 31, 25 | -- | 0.01% |
| Family Firm, Inc. | 114.62K | Jun 30, 25 | +205 | 3.00% |
| AVANTAX ADVISORY SERVICES, INC. | 11.51K | Jun 30, 25 | +11.51K | 0.30% |
| AGILIS PARTNERS LLC | 58.02K | Dec 31, 24 | +8.65K | 1.52% |
| Raymond James Financial Services Advisors, Inc. | 46.35K | Sep 30, 24 | +769 | 1.21% |
| BlackRock Inc. | 4.65K | Jun 30, 24 | +422 | 0.12% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 23.67K | Sep 30, 23 | -23.63K | 0.62% |
| PICTET ASSET MANAGEMENT SA | 108.34K | Jun 30, 23 | -25.92K | 2.83% |
| WIPFLI FINANCIAL ADVISORS LLC, | 4.91K | Sep 30, 22 | +4.91K | 0.13% |
| ACG Wealth | -- | Sep 30, 22 | -451 | -- |
| BREWIN DOLPHIN LTD | -- | Jun 30, 22 | -11.88K | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -200 | -- |
| PICTET ASSET MANAGEMENT LTD | 157.60K | Jun 30, 21 | -- | 4.12% |
| Stratford Consulting, LLC | 7.99K | Mar 31, 20 | -6.48K | 0.21% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7.03K | Dec 31, 19 | -1.28K | 0.18% |
| Advisor Group, Inc. | 50 | Dec 31, 19 | -- | 0.00% |
| Guidant Wealth Advisors | 2.70K | Sep 30, 19 | -- | 0.07% |
| HL FINANCIAL SERVICES LLC | 7.99K | Mar 31, 19 | -- | 0.21% |
| Vantage Investment Advisors, LLC | 308 | Sep 30, 18 | -11 | 0.01% |
| MILLIE CAPITAL MANAGEMENT, LLC | 140.55K | Dec 31, 17 | -1.05K | 3.68% |
| BB&T INVESTMENT SERVICES, INC. | 142 | Dec 31, 17 | -- | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -50.74K | -- |
| RAY GERALD L & ASSOCIATES LTD | 14.74K | Sep 30, 17 | -- | 0.39% |
| Commonwealth Equity Services, Inc | 23.68K | Jun 30, 17 | +3.00K | 0.62% |
| Efficient Market Advisors, LLC | 1.88M | Mar 31, 17 | +1.88M | 49.12% |
| FIRST FINANCIAL EQUITY CORPORATION | 126.45K | Mar 31, 17 | +126.45K | 3.31% |
| CT Financial Advisors LLC | 307 | Mar 31, 17 | +2 | 0.01% |
| BLACKROCK ADVISORS LLC | 153.20K | Dec 31, 16 | -58.58K | 4.01% |
| INTEGRATED WEALTH COUNSEL, LLC | 150.17K | Dec 31, 16 | -11.10K | 3.93% |
| BlackRock Institutional Trust Company, N.A. | 114.27K | Dec 31, 16 | -691.49K | 2.99% |
| BlackRock Investment Management, LLC | 19.22K | Dec 31, 16 | +2.66K | 0.50% |
| MSI Financial Services Inc | 461 | Dec 31, 16 | +231 | 0.01% |
| BlackRock Fund Advisors | -- | Dec 31, 16 | -10.50M | -- |
| MONTAGE INVESTMENTS, LLC | 44 | Sep 30, 16 | +44 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 417.10K | Jun 30, 15 | -20.23K | 10.91% |
| FOUNDERS BANK & TRUST | 95 | Dec 31, 14 | -50 | 0.00% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -10.74K | -- |
| UBS AG | 274.54K | Sep 30, 14 | -51.91K | 7.18% |
| STIFEL NICOLAUS & CO INC \MO\ | 20.19K | Sep 30, 13 | -17.67K | 0.53% |
| KNIGHT CAPITAL GROUP LLC | 32.30K | Jun 30, 13 | +7.30K | 0.84% |