Ticker: ACVF CUSIP: 26923N108 Class: AMERICAN CONSER
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WorthPointe, LLC | 95,883 | $4,736 |
| Regal Investment Advisors LLC | 10,148 | $501 |
| Kestra Advisory Services, LLC | 1,718 | $85 |
| WELLS FARGO & COMPANY/MN | 301 | $15 |
| Farther Finance Advisors, LLC | 256 | $13 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Encompass More Asset Management | 25,979 | 40,865 | +14,886 (+57.3%) |
| McCollum Christoferson Group LLC | 8,370 | 9,420 | +1,050 (+12.5%) |
| HARBOUR INVESTMENTS, INC. | 131 | 4,798 | +4,667 (+3562.6%) |
| AE Wealth Management LLC | 31,557 | 36,964 | +5,407 (+17.1%) |
| MML INVESTORS SERVICES, LLC | 25,014 | 30,741 | +5,727 (+22.9%) |
| RAYMOND JAMES FINANCIAL INC | 8,220 | 13,088 | +4,868 (+59.2%) |
| Clear Creek Financial Management, LLC | 11,341 | 11,856 | +515 (+4.5%) |
| Brookstone Capital Management | 23,528 | 24,514 | +986 (+4.2%) |
| Cetera Investment Advisers | 11,081 | 12,620 | +1,539 (+13.9%) |
| VICTORY FINANCIAL GROUP, LLC | 5,661 | 5,862 | +201 (+3.6%) |
| Private Advisor Group, LLC | 7,889 | 8,141 | +252 (+3.2%) |
| BANK OF MONTREAL /CAN/ | 1,884 | 2,090 | +206 (+10.9%) |
| D.A. DAVIDSON & CO. | 5,813 | 5,922 | +109 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Larson Financial Group LLC | 1,900 | 400 | -1,500 (-78.9%) |
| LPL Financial LLC | 167,016 | 164,393 | -2,623 (-1.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 43,995 | 40,608 | -3,387 (-7.7%) |
| OSAIC HOLDINGS, INC. | 13,799 | 12,918 | -881 (-6.4%) |
| JPMORGAN CHASE & CO | 175 | 117 | -58 (-33.1%) |
| Betterment LLC | 6,313 | 6,212 | -101 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| RMG Wealth Management LLC | 1,762 | $87 |
| Integrated Wealth Concepts LLC | 10,370 | $511 |
| Tanglewood Legacy Advisors, LLC | 170 | $8 |
| PRINCIPAL SECURITIES, INC. | 601 | $30 |