Ticker: WLTG CUSIP: 26923N801 Class: WEALTHTRUST DBS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MGO ONE SEVEN LLC | 6,992 | $244 |
| Summit Financial, LLC | 8,658 | $302 |
| Atria Investments, Inc | 10,228 | $356 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,146 | $319 |
| BANK OF AMERICA CORP /DE/ | 586 | $20 |
| UBS Group AG | 110 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Simplicity Wealth,LLC | 204,927 | 223,797 | +18,870 (+9.2%) |
| Global Retirement Partners, LLC | 4,483 | 6,211 | +1,728 (+38.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GTS SECURITIES LLC | 23,466 | $819 |