Ticker: EQIN CUSIP: 19761L854 Class: US EQUITY INCOME
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| US BANCORP \DE\ | 2,046 | $97 |
| SRS Capital Advisors, Inc. | 501 | $24 |
| UBS Group AG | 78 | $4 |
| MORGAN STANLEY | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MCDONALD PARTNERS LLC | 6,526 | 17,233 | +10,707 (+164.1%) |
| Prism Advisors, Inc. | 33,911 | 35,964 | +2,053 (+6.1%) |
| Golden State Equity Partners | 6,220 | 11,409 | +5,189 (+83.4%) |
| Sowell Financial Services LLC | 175,032 | 182,747 | +7,715 (+4.4%) |
| Westside Investment Management, Inc. | 7,660 | 8,929 | +1,269 (+16.6%) |
| STIFEL FINANCIAL CORP | 119,658 | 171,604 | +51,946 (+43.4%) |
| Cetera Investment Advisers | 32,399 | 73,184 | +40,785 (+125.9%) |
| Keudell/Morrison Wealth Management | 4,525 | 5,339 | +814 (+18.0%) |
| GOLDMAN SACHS GROUP INC | 11,818 | 49,210 | +37,392 (+316.4%) |
| IHT Wealth Management, LLC | 10,984 | 14,088 | +3,104 (+28.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,842 | 21,502 | +6,660 (+44.9%) |
| Stablepoint Partners, LLC | 8,478 | 8,876 | +398 (+4.7%) |
| JONES FINANCIAL COMPANIES LLLP | 6,938 | 12,143 | +5,205 (+75.0%) |
| Private Advisor Group, LLC | 12,159 | 13,496 | +1,337 (+11.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 7,633 | 8,906 | +1,273 (+16.7%) |
| Global Retirement Partners, LLC | 1,022 | 1,580 | +558 (+54.6%) |
| MML INVESTORS SERVICES, LLC | 4,483 | 4,612 | +129 (+2.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Redwood Financial Network Corp | 20,995 | 11,573 | -9,422 (-44.9%) |
| AMARA FINANCIAL, LLC. | 30,555 | 28,563 | -1,992 (-6.5%) |
| Axis Wealth Partners, LLC | 26,170 | 25,602 | -568 (-2.2%) |
| Collier Financial | 5,439 | 4,929 | -510 (-9.4%) |
| LPL Financial LLC | 1,426,726 | 1,389,740 | -36,986 (-2.6%) |
| Gladstone Institutional Advisory LLC | 73,059 | 71,286 | -1,773 (-2.4%) |
| NewEdge Advisors, LLC | 128,020 | 117,408 | -10,612 (-8.3%) |
| OSAIC HOLDINGS, INC. | 46,989 | 26,578 | -20,411 (-43.4%) |
| JANE STREET GROUP, LLC | 36,497 | 10,823 | -25,674 (-70.3%) |
| RAYMOND JAMES FINANCIAL INC | 86,936 | 70,372 | -16,564 (-19.1%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,691 | 16,241 | -11,450 (-41.3%) |
| GeoWealth Management, LLC | 21,303 | 20,746 | -557 (-2.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 45,204 | 44,555 | -649 (-1.4%) |
| CWM, LLC | 1,644 | 1,551 | -93 (-5.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 12,490 | $583 |
| Ameritas Advisory Services, LLC | 3,027 | $141 |
| Tripletail Wealth Management, LLC | 200 | $9 |
| CITADEL ADVISORS LLC | 38,843 | $1,813 |
| Steward Partners Investment Advisory, LLC | 46 | $2 |
| Cambridge Investment Research Advisors, Inc. | 13,075 | $1 |
| WELLS FARGO & COMPANY/MN | 2 | $0 |