Ticker: JULW CUSIP: 00888H406 Class: US LRGCP B20 JUL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SMART Wealth LLC | 19,710 | $771 |
| BIP Wealth, LLC | 67,719 | $2,649 |
| GTS SECURITIES LLC | 16,393 | $641 |
| OLD MISSION CAPITAL LLC | 22,287 | $872 |
| Simplicity Wealth,LLC | 6,106 | $239 |
| Allianz SE | 5,000 | $196 |
| BARCLAYS PLC | 632 | $25 |
| HRT FINANCIAL LP | 6,305 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | 271,609 | 295,093 | +23,484 (+8.6%) |
| Advyzon Investment Management, LLC | 6,831 | 63,403 | +56,572 (+828.2%) |
| Kingdom Financial Group LLC. | 12,932 | 17,801 | +4,869 (+37.7%) |
| RFG Advisory, LLC | 12,264 | 79,665 | +67,401 (+549.6%) |
| RAYMOND JAMES FINANCIAL INC | 40,717 | 102,625 | +61,908 (+152.0%) |
| LPL Financial LLC | 193,939 | 254,632 | +60,693 (+31.3%) |
| Kestra Advisory Services, LLC | 120,120 | 127,334 | +7,214 (+6.0%) |
| IFP Advisors, Inc | 26,067 | 28,666 | +2,599 (+10.0%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,529 | 35,484 | +14,955 (+72.8%) |
| Quest 10 Wealth Builders, Inc. | 3,731 | 3,835 | +104 (+2.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 140,286 | 86,852 | -53,434 (-38.1%) |
| AMERICAN ASSET MANAGEMENT INC. | 154,503 | 152,761 | -1,742 (-1.1%) |
| HOWARD BAILEY SECURITIES, LLC | 89,467 | 81,093 | -8,374 (-9.4%) |
| Strategic Blueprint, LLC | 79,159 | 9,024 | -70,135 (-88.6%) |
| LifeWealth Investments, LLC | 42,836 | 39,689 | -3,147 (-7.3%) |
| Elevated Capital Advisors, LLC | 55,323 | 52,685 | -2,638 (-4.8%) |
| Clear Point Advisors Inc. | 16,969 | 16,441 | -528 (-3.1%) |
| Joseph P. Lucia & Associates, LLC | 19,095 | 18,095 | -1,000 (-5.2%) |
| Great Lakes Retirement, Inc. | 60,322 | 57,516 | -2,806 (-4.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,430,220 | 1,309,856 | -120,364 (-8.4%) |
| Cetera Investment Advisers | 349,614 | 229,887 | -119,727 (-34.2%) |
| HARBOUR INVESTMENTS, INC. | 50,002 | 38,892 | -11,110 (-22.2%) |
| AE Wealth Management LLC | 838,935 | 826,198 | -12,737 (-1.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 199,877 | 87,106 | -112,771 (-56.4%) |
| Focus Financial Network, Inc. | 30,509 | 27,260 | -3,249 (-10.6%) |
| OSAIC HOLDINGS, INC. | 369,083 | 344,879 | -24,204 (-6.6%) |
| Spire Wealth Management | 31,357 | 29,439 | -1,918 (-6.1%) |
| JPMORGAN CHASE & CO | 13,194 | 2,960 | -10,234 (-77.6%) |
| Merit Financial Group, LLC | 11,467 | 8,067 | -3,400 (-29.7%) |
| DHJJ Financial Advisors, Ltd. | 6,191 | 6,048 | -143 (-2.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FSR Wealth Management Ltd. | 6,759 | $260 |
| Accurate Wealth Management, LLC | 7,876 | $302 |
| Consolidated Portfolio Review Corp | 8,364 | $321 |
| First Heartland Consultants, Inc. | 8,301 | $319 |
| Gradient Investments LLC | 21,969 | $844 |
| Decker Retirement Planning Inc. | 528 | $20 |
| CITADEL ADVISORS LLC | 13,497 | $518 |
| GOLDMAN SACHS GROUP INC | 9,349 | $359 |
| Richard W. Paul & Associates, LLC | 150 | $6 |