Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Copa Holdings, S.A. | CPA | 491 | $76.39K |
 Middlesex Water Company | MSEX | 493 | $27.71K |
 Ethan Allen Interiors Inc. | ETD | 493 | $11.02K |
 Johnson Outdoors Inc. | JOUT | 493 | $22.7K |
 Nuveen Select Tax-Free Income Portfolio | NXP | 498 | $7.12K |
 Gladstone Capital Corporation | GLAD | 500 | $9.71K |
 Dorchester Minerals, L.P. | DMLP | 500 | $12.63K |
 Chime Financial, Inc. Class A Common Stock | CHYM | 500 | $10.24K |
 Life Time Group Holdings, Inc. | LTH | 501 | $20.46K |
 BJ's Restaurants, Inc. | BJRI | 507 | $30.79K |
 Civista Bancshares, Inc. | CIVB | 508 | $14.34K |
 Brady Corporation | BRC | 511 | $46.81K |
 Elbit Systems Ltd. | ESLT | 511 | $387.95K |
 Community Trust Bancorp, Inc. | CTBI | 513 | $37.12K |
 Preferred Bank | PFBC | 513 | $54.52K |
 Qfin Holdings, Inc. | QFIN | 514 | $8.13K |
 Byrna Technologies Inc. | BYRN | 515 | $3.46K |
 Greif, Inc. | GEF | 518 | $38.58K |
 Twenty One Capital Inc | XXI | 520 | $2.57K |
 Quad/Graphics, Inc. | QUAD | 520 | $4.38K |