Ticker: SEPW CUSIP: 00888H687 Class: ALLIANZIM US LRG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Allianz Investment Management LLC | 116,920 | $3,732 |
| SMART Wealth LLC | 47,768 | $1,525 |
| OLD MISSION CAPITAL LLC | 6,384 | $204 |
| Allianz SE | 5,000 | $160 |
| JPMORGAN CHASE & CO | 7,964 | $254 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | 457,501 | 499,200 | +41,699 (+9.1%) |
| Outlook Wealth Advisors, LLC | 121,826 | 235,918 | +114,092 (+93.7%) |
| Quest 10 Wealth Builders, Inc. | 11,179 | 11,781 | +602 (+5.4%) |
| OPPENHEIMER & CO INC | 71,736 | 77,909 | +6,173 (+8.6%) |
| Kestra Advisory Services, LLC | 36,618 | 47,612 | +10,994 (+30.0%) |
| CreativeOne Wealth, LLC | 7,100 | 10,763 | +3,663 (+51.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,840 | 35,843 | +21,003 (+141.5%) |
| MML INVESTORS SERVICES, LLC | 10,065 | 14,251 | +4,186 (+41.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 29,781 | 34,026 | +4,245 (+14.3%) |
| LPL Financial LLC | 100,044 | 102,383 | +2,339 (+2.3%) |
| PFG Advisors | 7,054 | 7,654 | +600 (+8.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 269,821 | 238,879 | -30,942 (-11.5%) |
| FSR Wealth Management Ltd. | 164,497 | 156,656 | -7,841 (-4.8%) |
| B.O.S.S. Retirement Advisors, LLC | 208,217 | 126,199 | -82,018 (-39.4%) |
| HOWARD BAILEY SECURITIES, LLC | 157,364 | 120,317 | -37,047 (-23.5%) |
| FSA Advisors, Inc. | 41,232 | 37,514 | -3,718 (-9.0%) |
| AE Wealth Management LLC | 2,474,945 | 2,193,335 | -281,610 (-11.4%) |
| LifeWealth Investments, LLC | 71,600 | 66,553 | -5,047 (-7.0%) |
| Csenge Advisory Group | 65,730 | 19,324 | -46,406 (-70.6%) |
| Grantvest Financial Group LLC | 12,556 | 9,522 | -3,034 (-24.2%) |
| Joseph P. Lucia & Associates, LLC | 23,730 | 19,612 | -4,118 (-17.4%) |
| Kingdom Financial Group LLC. | 28,560 | 26,615 | -1,945 (-6.8%) |
| Blackston Financial Advisory Group, LLC | 24,321 | 22,895 | -1,426 (-5.9%) |
| Cetera Investment Advisers | 303,878 | 58,115 | -245,763 (-80.9%) |
| Elevated Capital Advisors, LLC | 24,039 | 21,973 | -2,066 (-8.6%) |
| Great Lakes Retirement, Inc. | 77,430 | 73,978 | -3,452 (-4.5%) |
| Decker Retirement Planning Inc. | 1,600 | 758 | -842 (-52.6%) |
| Spire Wealth Management | 102,268 | 96,923 | -5,345 (-5.2%) |
| HARBOUR INVESTMENTS, INC. | 31,674 | 25,026 | -6,648 (-21.0%) |
| Allegheny Financial Group LTD | 9,008 | 8,208 | -800 (-8.9%) |
| CENTAURUS FINANCIAL, INC. | 29,558 | 19,778 | -9,780 (-33.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 12,747 | $400 |
| GOLDMAN SACHS GROUP INC | 9,795 | $308 |
| MORGAN STANLEY | 3,040 | $95 |
| Richard W. Paul & Associates, LLC | 212 | $7 |
| UBS Group AG | 781 | $25 |
| Advisory Services Network, LLC | 453 | $14 |