Ticker: CHGX CUSIP: 02072L151 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| NATURAL INVESTMENTS, LLC | 303,029 | $8 |
| WCG Wealth Advisors LLC | 45,682 | $1,242 |
| Laird Norton Wetherby Trust Company, LLC | 36,394 | $989 |
| FLOW TRADERS U.S. LLC | 15,634 | $0 |
| Evolution Advisers, Inc. | 1,513 | $0 |
| AE Wealth Management LLC | 1,211 | $33 |
| Kestra Advisory Services, LLC | 1,020 | $28 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 92 | $3 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| STANCE CAPITAL LLC | 49,964 | 259,956 | +209,992 (+420.3%) |
| PFG Investments, LLC | 401,587 | 424,416 | +22,829 (+5.7%) |
| SEEDS INVESTOR LLC | 35,850 | 40,919 | +5,069 (+14.1%) |
| LaSalle St. Investment Advisors, LLC | 31,267 | 38,628 | +7,361 (+23.5%) |
| MIRAE ASSET SECURITIES (USA) INC. | 8,223 | 13,712 | +5,489 (+66.8%) |
| Tower Research Capital LLC (TRC) | 6,020 | 10,779 | +4,759 (+79.1%) |
| Farther Finance Advisors, LLC | 2,616 | 5,442 | +2,826 (+108.0%) |
| LPL Financial LLC | 63,996 | 67,312 | +3,316 (+5.2%) |
| JPMORGAN CHASE & CO | 194 | 1,352 | +1,158 (+596.9%) |
| Cambridge Investment Research Advisors, Inc. | 57,568 | 68,161 | +10,593 (+18.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FIGURE 8 INVESTMENT STRATEGIES LLC | 26,771 | 7,407 | -19,364 (-72.3%) |
| Westfuller Advisors, LLC | 120,660 | 109,052 | -11,608 (-9.6%) |
| ORG Partners LLC | 3,608 | 2,376 | -1,232 (-34.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 33,058 | 9,628 | -23,430 (-70.9%) |
| DENVER WEALTH MANAGEMENT, INC. | 11,820 | 11,402 | -418 (-3.5%) |
| UBS Group AG | 16,287 | 274 | -16,013 (-98.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 86,376 | 79,904 | -6,472 (-7.5%) |
| HighTower Advisors, LLC | 20,341 | 19,396 | -945 (-4.6%) |
| ASSETMARK, INC | 4,953 | 4,396 | -557 (-11.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Arjuna Capital | 12,951 | $354 |
| Creative Planning | 8,041 | $220 |
| ALERUS FINANCIAL NA | 94 | $3 |