Ticker: AMZA CUSIP: 26923G772 Class: EX TRD EQ FD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Mezzasalma Advisors, LLC | 7,650 | $308 |
| Hibernia Wealth Partners, LLC | 5,103 | $202 |
| Prospera Financial Services Inc | 12,719 | $503 |
| FIRST COMMUNITY TRUST NA | 376 | $15 |
| Triumph Capital Management | 500 | $20 |
| Kestra Advisory Services, LLC | 1,715 | $68 |
| SIMPLEX TRADING, LLC | 1,066 | $42 |
| Corient Private Wealth LLC | 26,401 | $26 |
| SageView Advisory Group, LLC | 162 | $6 |
| AE Wealth Management LLC | 2 | $0 |
| CITIGROUP INC | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Advisors Asset Management, Inc. | 142,852 | 154,697 | +11,845 (+8.3%) |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 38,259 | 38,787 | +528 (+1.4%) |
| Fifth Third Securities, Inc. | 8,264 | 9,338 | +1,074 (+13.0%) |
| NewEdge Advisors, LLC | 61,691 | 65,463 | +3,772 (+6.1%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,742 | 84,583 | +5,841 (+7.4%) |
| ROYAL BANK OF CANADA | 766 | 2,875 | +2,109 (+275.3%) |
| WELLS FARGO & COMPANY/MN | 1 | 1,681 | +1,680 (+168000.0%) |
| Chicago Partners Investment Group LLC | 10,833 | 10,991 | +158 (+1.5%) |
| Allworth Financial LP | 400 | 496 | +96 (+24.0%) |
| MORGAN STANLEY | 1,082 | 1,130 | +48 (+4.4%) |
| SIGNATUREFD, LLC | 54 | 55 | +1 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AMERIFLEX GROUP, INC. | 12,100 | 6,460 | -5,640 (-46.6%) |
| Global Retirement Partners, LLC | 117,457 | 72,141 | -45,316 (-38.6%) |
| Beirne Wealth Consulting Services, LLC | 39,392 | 38,467 | -925 (-2.3%) |
| Pasadena Private Wealth, LLC | 10,051 | 8,043 | -2,008 (-20.0%) |
| Garden State Investment Advisory Services LLC | 6,406 | 5,143 | -1,263 (-19.7%) |
| Mariner, LLC | 42,380 | 6,019 | -36,361 (-85.8%) |
| LPL Financial LLC | 97,562 | 72,251 | -25,311 (-25.9%) |
| RAYMOND JAMES FINANCIAL INC | 29,114 | 26,126 | -2,988 (-10.3%) |
| OLD MISSION CAPITAL LLC | 22,867 | 21,774 | -1,093 (-4.8%) |
| TUCKER ASSET MANAGEMENT LLC | 1,837 | 1,608 | -229 (-12.5%) |
| Rockefeller Capital Management L.P. | 2,900 | 1,600 | -1,300 (-44.8%) |
| PNC Financial Services Group, Inc. | 2,440 | 1,440 | -1,000 (-41.0%) |
| OSAIC HOLDINGS, INC. | 10,842 | 10,085 | -757 (-7.0%) |
| DAVENPORT & Co LLC | 11,581 | 11,267 | -314 (-2.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,012 | 18,434 | -578 (-3.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BTG Pactual Asset Management US LLC | 1,045 | $45 |
| UBS Group AG | 1,303 | $52 |
| Founders Financial Alliance, LLC | 216 | $9 |
| Bogart Wealth, LLC | 45 | $2 |
| FMR LLC | 10 | $0 |