Ticker: IPAY CUSIP: 032108656 Class: AMPLIFY DGTL PAY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Northstar Group, Inc. | 25,206 | $1,312 |
| Everhart Financial Group, Inc. | 13,870 | $722 |
| United Asset Strategies, Inc. | 6,308 | $328 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 13,310 | $693 |
| Kestra Advisory Services, LLC | 1,808 | $94 |
| Union Bancaire Privee, UBP SA | 964 | $51 |
| Parallel Advisors, LLC | 500 | $26 |
| Ronald Blue Trust, Inc. | 100 | $5 |
| Elevated Capital Advisors, LLC | 45 | $2 |
| Russell Investments Group, Ltd. | 15 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SOL Capital Management CO | 9,792 | 18,417 | +8,625 (+88.1%) |
| BANK OF MONTREAL /CAN/ | 1,790 | 24,033 | +22,243 (+1242.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,308 | 59,247 | +18,939 (+47.0%) |
| JANE STREET GROUP, LLC | 21,606 | 29,671 | +8,065 (+37.3%) |
| GTS SECURITIES LLC | 39,420 | 40,292 | +872 (+2.2%) |
| Financial Engines Advisors L.L.C. | 58,421 | 62,912 | +4,491 (+7.7%) |
| RAYMOND JAMES FINANCIAL INC | 11,811 | 15,289 | +3,478 (+29.4%) |
| BANK OF AMERICA CORP /DE/ | 659 | 2,232 | +1,573 (+238.7%) |
| Steward Partners Investment Advisory, LLC | 100 | 567 | +467 (+467.0%) |
| Wealthfront Advisers LLC | 8,455 | 8,875 | +420 (+5.0%) |
| EXENCIAL WEALTH ADVISORS, LLC | 5,713 | 5,921 | +208 (+3.6%) |
| STIFEL FINANCIAL CORP | 5,226 | 5,351 | +125 (+2.4%) |
| FMR LLC | 266 | 307 | +41 (+15.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Biltmore Family Office, LLC | 49,975 | 46,831 | -3,144 (-6.3%) |
| PNC Financial Services Group, Inc. | 275,468 | 222,457 | -53,011 (-19.2%) |
| NTV Asset Management LLC | 9,212 | 8,011 | -1,201 (-13.0%) |
| PRUDENTIAL PLC | 43,610 | 34,710 | -8,900 (-20.4%) |
| LPL Financial LLC | 62,676 | 54,174 | -8,502 (-13.6%) |
| Prime Capital Investment Advisors, LLC | 16,552 | 14,512 | -2,040 (-12.3%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,833 | 6,129 | -704 (-10.3%) |
| Focus Partners Wealth | 12,258 | 9,897 | -2,361 (-19.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,639 | 15,244 | -3,395 (-18.2%) |
| OSAIC HOLDINGS, INC. | 21,022 | 20,197 | -825 (-3.9%) |
| ROYAL BANK OF CANADA | 38,700 | 38,003 | -697 (-1.8%) |
| Arkadios Wealth Advisors | 10,070 | 9,666 | -404 (-4.0%) |
| Cetera Investment Advisers | 15,176 | 14,617 | -559 (-3.7%) |
| CITIGROUP INC | 3,684 | 3,480 | -204 (-5.5%) |
| MORGAN STANLEY | 5,170 | 4,968 | -202 (-3.9%) |
| AlphaCore Capital LLC | 325 | 250 | -75 (-23.1%) |
| Western Wealth Management, LLC | 4,111 | 4,069 | -42 (-1.0%) |
| Bank of New Hampshire | 1,110 | 1,086 | -24 (-2.2%) |
| NATIONAL BANK OF CANADA /FI/ | 725 | 700 | -25 (-3.4%) |
| Darwin Wealth Management, LLC | 77 | 68 | -9 (-11.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Florin Court Capital LLP | 8,591 | $491 |
| Concorde Asset Management, LLC | 3,600 | $208 |
| Advantage Trust Co | 2,850 | $163 |
| MTM Investment Management, LLC | 1,008 | $58 |
| OPPENHEIMER & CO INC | 12,522 | $715 |
| B. Riley Wealth Advisors, Inc. | 4,175 | $238 |
| JOHNSON INVESTMENT COUNSEL INC | 13,896 | $793 |
| CITADEL ADVISORS LLC | 12,266 | $700 |
| ENVESTNET ASSET MANAGEMENT INC | 4,561 | $260 |
| Advisory Services Network, LLC | 739 | $42 |
| ROTHSCHILD INVESTMENT LLC | 310 | $18 |
| United Financial Planning Group LLC | 83 | $5 |
| Wealthspire Advisors, LLC | 510 | $29 |
| UBS Group AG | 541 | $31 |
| Rockefeller Capital Management L.P. | 273 | $16 |
| WEDBUSH SECURITIES INC | 3,652 | $0 |
| PRINCIPAL SECURITIES, INC. | 81 | $5 |
| SIMPLEX TRADING, LLC | 570 | $0 |