Ticker: NVBW CUSIP: 00888H844 Class: US LRGCP B20 NOV
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Allianz Investment Management LLC | 109,056 | $3,690 |
| ACCESS FINANCIAL SERVICES, INC. | 29,170 | $987 |
| Tyche Wealth Partners LLC | 24,690 | $835 |
| Patriot Financial Group Insurance Agency, LLC | 7,226 | $244 |
| First Heartland Consultants, Inc. | 6,223 | $211 |
| Avidian Wealth Solutions, LLC | 10,923 | $370 |
| Lloyd Advisory Services, LLC. | 506 | $17 |
| Allianz SE | 5,000 | $169 |
| MML INVESTORS SERVICES, LLC | 9,738 | $329 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,604 | $395 |
| JANE STREET GROUP, LLC | 6,342 | $215 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Castle Rock Wealth Management, LLC | 41,480 | 74,803 | +33,323 (+80.3%) |
| JIM SAULNIER & ASSOCIATES, LLC | 6,608 | 18,344 | +11,736 (+177.6%) |
| PFG Advisors | 8,730 | 77,501 | +68,771 (+787.8%) |
| Spire Wealth Management | 19,635 | 66,141 | +46,506 (+236.9%) |
| HARBOUR INVESTMENTS, INC. | 13,948 | 46,085 | +32,137 (+230.4%) |
| Cetera Investment Advisers | 69,921 | 202,342 | +132,421 (+189.4%) |
| OSAIC HOLDINGS, INC. | 80,998 | 190,646 | +109,648 (+135.4%) |
| Kestra Advisory Services, LLC | 114,887 | 151,913 | +37,026 (+32.2%) |
| LPL Financial LLC | 61,662 | 147,486 | +85,824 (+139.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 211,273 | 261,191 | +49,918 (+23.6%) |
| CENTAURUS FINANCIAL, INC. | 9,335 | 22,879 | +13,544 (+145.1%) |
| Farther Finance Advisors, LLC | 8,698 | 17,886 | +9,188 (+105.6%) |
| RAYMOND JAMES FINANCIAL INC | 56,847 | 101,353 | +44,506 (+78.3%) |
| Focus Financial Network, Inc. | 13,596 | 15,888 | +2,292 (+16.9%) |
| Cambridge Investment Research Advisors, Inc. | 10,888 | 68,426 | +57,538 (+528.5%) |
| IFP Advisors, Inc | 12,303 | 13,138 | +835 (+6.8%) |
| CITADEL ADVISORS LLC | 11,720 | 11,846 | +126 (+1.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 34,053 | 8,886 | -25,167 (-73.9%) |
| Grantvest Financial Group LLC | 9,476 | 8,999 | -477 (-5.0%) |
| Joseph P. Lucia & Associates, LLC | 13,009 | 12,719 | -290 (-2.2%) |
| JPMORGAN CHASE & CO | 12,729 | 6,976 | -5,753 (-45.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,817 | 31,603 | -5,214 (-14.2%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,068 | 2,042 | -26 (-1.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 259,465 | $8,636 |
| Strategic Blueprint, LLC | 9,280 | $309 |
| ENVESTNET ASSET MANAGEMENT INC | 8,102 | $270 |
| UBS Group AG | 1,759 | $59 |