Ticker: JULU CUSIP: 00888H570 Class: ALLIANZIM US EQU
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Allianz Investment Management LLC | 287,052 | $8,528 |
| SMART Wealth LLC | 79,311 | $2,356 |
| Kingdom Financial Group LLC. | 4,747 | $141 |
| OLD MISSION CAPITAL LLC | 14,851 | $441 |
| SRS Capital Advisors, Inc. | 14,774 | $439 |
| Allianz SE | 5,000 | $149 |
| ASSETMARK, INC | 13 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | 54,386 | 84,254 | +29,868 (+54.9%) |
| Outlook Wealth Advisors, LLC | 60,582 | 116,556 | +55,974 (+92.4%) |
| Golden Reserve Retirement LLC | 14,499 | 34,335 | +19,836 (+136.8%) |
| FWG Investments, LLC. | 57,082 | 58,176 | +1,094 (+1.9%) |
| FSA Advisors, Inc. | 33,154 | 34,913 | +1,759 (+5.3%) |
| Blackston Financial Advisory Group, LLC | 11,445 | 12,812 | +1,367 (+11.9%) |
| STEPHENS INC /AR/ | 99,651 | 115,768 | +16,117 (+16.2%) |
| Range Financial Group LLC | 13,393 | 13,713 | +320 (+2.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 47,246 | 54,549 | +7,303 (+15.5%) |
| Csenge Advisory Group | 27,703 | 28,809 | +1,106 (+4.0%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,995 | 12,315 | +1,320 (+12.0%) |
| Decker Retirement Planning Inc. | 459 | 606 | +147 (+32.0%) |
| Cetera Investment Advisers | 15,677 | 16,144 | +467 (+3.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 264,715 | 254,426 | -10,289 (-3.9%) |
| FSR Wealth Management Ltd. | 138,674 | 136,577 | -2,097 (-1.5%) |
| Transcendent Capital Group LLC | 45,401 | 17,548 | -27,853 (-61.3%) |
| B.O.S.S. Retirement Advisors, LLC | 33,850 | 19,035 | -14,815 (-43.8%) |
| USA FINANCIAL FORMULAS | 84,317 | 69,897 | -14,420 (-17.1%) |
| HOWARD BAILEY SECURITIES, LLC | 28,295 | 24,323 | -3,972 (-14.0%) |
| Grantvest Financial Group LLC | 22,518 | 21,599 | -919 (-4.1%) |
| RFG Advisory, LLC | 201,278 | 191,680 | -9,598 (-4.8%) |
| LifeWealth Investments, LLC | 22,005 | 21,306 | -699 (-3.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 180,901 | 171,019 | -9,882 (-5.5%) |
| OSAIC HOLDINGS, INC. | 60,533 | 57,533 | -3,000 (-5.0%) |
| Great Lakes Retirement, Inc. | 9,679 | 9,123 | -556 (-5.7%) |
| JPMORGAN CHASE & CO | 23,833 | 23,024 | -809 (-3.4%) |
| Kestra Advisory Services, LLC | 19,286 | 19,077 | -209 (-1.1%) |
| Geneos Wealth Management Inc. | 97 | 59 | -38 (-39.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Advisory Services Network, LLC | 1,700 | $50 |
| Richard W. Paul & Associates, LLC | 32 | $1 |