Ticker: LOWV CUSIP: 00039J301 Class: US LOW VOLATIL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,456 | $1,525 |
| Western Wealth Management, LLC | 3,020 | $237 |
| Heritage Wealth Advisors | 2,105 | $165 |
| RAYMOND JAMES FINANCIAL INC | 30,526 | $2,392 |
| CITADEL ADVISORS LLC | 5,393 | $423 |
| Rockefeller Capital Management L.P. | 3,055 | $239 |
| ROYAL BANK OF CANADA | 522 | $41 |
| WELLS FARGO & COMPANY/MN | 113 | $9 |
| CWM, LLC | 79 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Intrepid Financial Planning Group LLC | 108,434 | 119,066 | +10,632 (+9.8%) |
| Wagner Wealth Management, LLC | 148,491 | 153,730 | +5,239 (+3.5%) |
| ALLIANCEBERNSTEIN L.P. | 1,338,681 | 1,520,692 | +182,011 (+13.6%) |
| LPL Financial LLC | 228,577 | 241,677 | +13,100 (+5.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 18,965 | 21,271 | +2,306 (+12.2%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38 | 39 | +1 (+2.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 2,169 | 2,071 | -98 (-4.5%) |
| Global Retirement Partners, LLC | 288 | 284 | -4 (-1.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GPS Wealth Strategies Group, LLC | 150 | $12 |