Ticker: STXM CUSIP: 02072L250 Class: STRIVE MID CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Avantax Planning Partners, Inc. | 13,980 | $399 |
| Kestra Advisory Services, LLC | 1,107 | $32 |
| Cambridge Investment Research Advisors, Inc. | 31,842 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OxenFree Capital LLC | 157,291 | 161,931 | +4,640 (+2.9%) |
| GTS SECURITIES LLC | 9,031 | 20,809 | +11,778 (+130.4%) |
| Grantvest Financial Group LLC | 12,491 | 13,011 | +520 (+4.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| UPTICK PARTNERS, LLC | 186,737 | 148,677 | -38,060 (-20.4%) |
| Advyzon Investment Management, LLC | 134,798 | 70,082 | -64,716 (-48.0%) |
| WealthPLAN Partners, LLC | 43,585 | 40,501 | -3,084 (-7.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JPMORGAN CHASE & CO | 137 | $4 |
| CWM, LLC | 1,933 | $0 |