Ticker: XTWY CUSIP: 09789C796 Class: BLOOMBERG TWENTY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Advyzon Investment Management, LLC | 121,727 | $4,606 |
| Ausdal Financial Partners, Inc. | 111,704 | $4,227 |
| Mach-1 Financial Group, LLC | 19,748 | $747 |
| ENVESTNET ASSET MANAGEMENT INC | 3,280,060 | $124,117 |
| Reyes Financial Architecture, Inc. | 2,144 | $81 |
| JANE STREET GROUP, LLC | 23,986 | $908 |
| LPL Financial LLC | 8,672 | $328 |
| TUCKER ASSET MANAGEMENT LLC | 35 | $1 |
| Thrivent Financial for Lutherans | 8,052 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 493,987 | 551,871 | +57,884 (+11.7%) |
| STAR Financial Bank | 103,516 | 105,910 | +2,394 (+2.3%) |
| Maridea Wealth Management LLC | 28,207 | 30,058 | +1,851 (+6.6%) |
| AE Wealth Management LLC | 52,411 | 85,612 | +33,201 (+63.3%) |
| HBW ADVISORY SERVICES LLC | 18,071 | 20,451 | +2,380 (+13.2%) |
| BANK OF AMERICA CORP /DE/ | 294,673 | 322,924 | +28,251 (+9.6%) |
| BlackRock, Inc. | 2,392 | 2,642 | +250 (+10.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 31,358 | 30,765 | -593 (-1.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLOW TRADERS U.S. LLC | 75,953 | $3 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,657 | $690 |
| MORGAN STANLEY | 1 | $0 |