Ticker: STXV CUSIP: 02072L599 Class: STRIVE 1000 VALU
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Chicago Partners Investment Group LLC | 5,859 | $205 |
| Farther Finance Advisors, LLC | 7,245 | $242 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,699 | $592 |
| ROYAL BANK OF CANADA | 2,750 | $92 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OxenFree Capital LLC | 157,771 | 164,819 | +7,048 (+4.5%) |
| WealthPLAN Partners, LLC | 186,580 | 193,855 | +7,275 (+3.9%) |
| PARAGON CAPITAL MANAGEMENT INC | 22,299 | 23,177 | +878 (+3.9%) |
| StoneX Group Inc. | 24,892 | 26,340 | +1,448 (+5.8%) |
| Summit Financial, LLC | 21,666 | 22,084 | +418 (+1.9%) |
| HARBOUR INVESTMENTS, INC. | 10,712 | 10,820 | +108 (+1.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| UPTICK PARTNERS, LLC | 627,712 | 550,171 | -77,541 (-12.4%) |
| Advyzon Investment Management, LLC | 417,010 | 223,066 | -193,944 (-46.5%) |
| Key Client Fiduciary Advisors, LLC | 13,350 | 7,100 | -6,250 (-46.8%) |
| GTS SECURITIES LLC | 30,734 | 16,627 | -14,107 (-45.9%) |
| Everhart Financial Group, Inc. | 40,816 | 38,681 | -2,135 (-5.2%) |
| Rockefeller Capital Management L.P. | 5,451 | 3,618 | -1,833 (-33.6%) |
| MML INVESTORS SERVICES, LLC | 14,320 | 13,029 | -1,291 (-9.0%) |
| OSAIC HOLDINGS, INC. | 10,808 | 10,350 | -458 (-4.2%) |
| McIlrath & Eck, LLC | 2,116 | 2,054 | -62 (-2.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| McKinley Carter Wealth Services, Inc. | 7,245 | $234 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |