Ticker: DECZ CUSIP: 210322764 Class: TRUESHARES DEC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kingdom Financial Group LLC. | 4,962 | $200 |
| OLD MISSION CAPITAL LLC | 16,370 | $659 |
| CreativeOne Wealth, LLC | 5,113 | $206 |
| GOLDMAN SACHS GROUP INC | 18,338 | $738 |
| JANE STREET GROUP, LLC | 9,425 | $379 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | 77,628 | 90,975 | +13,347 (+17.2%) |
| Outlook Wealth Advisors, LLC | 8,658 | 17,083 | +8,425 (+97.3%) |
| SMART Wealth LLC | 13,712 | 15,263 | +1,551 (+11.3%) |
| FWG Investments, LLC. | 7,047 | 7,434 | +387 (+5.5%) |
| Capital Investment Advisory Services, LLC | 6,052 | 6,657 | +605 (+10.0%) |
| Quest 10 Wealth Builders, Inc. | 3,309 | 3,368 | +59 (+1.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TrueMark Investments, LLC | 225,988 | 208,411 | -17,577 (-7.8%) |
| B.O.S.S. Retirement Advisors, LLC | 42,877 | 25,982 | -16,895 (-39.4%) |
| FSR Wealth Management Ltd. | 20,163 | 19,565 | -598 (-3.0%) |
| HOWARD BAILEY SECURITIES, LLC | 25,477 | 22,805 | -2,672 (-10.5%) |
| Weaver Consulting Group | 25,471 | 23,471 | -2,000 (-7.9%) |
| Elevated Capital Advisors, LLC | 30,479 | 29,359 | -1,120 (-3.7%) |
| LifeWealth Investments, LLC | 14,163 | 13,236 | -927 (-6.5%) |
| Great Lakes Retirement, Inc. | 13,870 | 12,993 | -877 (-6.3%) |
| Decker Retirement Planning Inc. | 205 | 79 | -126 (-61.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FSA Advisors, Inc. | 5,345 | $218 |
| JONES FINANCIAL COMPANIES LLLP | 3,198 | $130 |
| UBS Group AG | 1,969 | $80 |
| Richard W. Paul & Associates, LLC | 45 | $2 |