Ticker: PWRD CUSIP: 29287L205 Class: TRANSFORM SYSTEM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Valence8 US LP | 164,850 | $15,851 |
| DecisionMap Wealth Management, LLC | 14,134 | $1,359 |
| Bridgewealth Advisory Group, LLC | 19,598 | $1,884 |
| Gateway Wealth Partners, LLC | 2,880 | $277 |
| Advisor OS, LLC | 3,629 | $349 |
| Dakota Wealth Management | 12,903 | $1,241 |
| Mariner, LLC | 124,014 | $11,925 |
| Triumph Capital Management | 698 | $67 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2,474 | $238 |
| Golden State Wealth Management, LLC | 870 | $84 |
| BANK OF AMERICA CORP /DE/ | 35,683 | $3,431 |
| Private Advisor Group, LLC | 4,844 | $466 |
| Waverly Advisors, LLC | 3,175 | $305 |
| Atria Investments, Inc | 2,601 | $250 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,955 | $476 |
| UBS Group AG | 1,296 | $125 |
| Litman Gregory Wealth Management LLC | 253 | $24 |
| Ronald Blue Trust, Inc. | 107 | $10 |
| WELLS FARGO & COMPANY/MN | 50 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Centerline Wealth Advisors, LLC | 61,467 | 150,502 | +89,035 (+144.9%) |
| Dynasty Wealth Management, LLC | 3,241,520 | 5,303,116 | +2,061,596 (+63.6%) |
| Quotient Wealth Partners, LLC | 15,204 | 661,587 | +646,383 (+4251.4%) |
| Smart Portfolios, LLC | 24,605 | 27,370 | +2,765 (+11.2%) |
| WCG Wealth Advisors LLC | 122,865 | 359,839 | +236,974 (+192.9%) |
| ADAPT WEALTH ADVISORS, LLC | 51,393 | 56,077 | +4,684 (+9.1%) |
| Quadcap Wealth Management, LLC | 76,427 | 86,225 | +9,798 (+12.8%) |
| David R. Rahn & Associates Inc. | 70,123 | 71,735 | +1,612 (+2.3%) |
| Principle Wealth Partners LLC | 14,210 | 47,977 | +33,767 (+237.6%) |
| Trademark Financial Management, LLC | 6,664 | 8,306 | +1,642 (+24.6%) |
| Traveka Wealth, LLC | 4,345 | 6,874 | +2,529 (+58.2%) |
| CAPITAL WEALTH MANAGEMENT, LLC | 11,599 | 13,687 | +2,088 (+18.0%) |
| BELLEVUE ASSET MANAGEMENT, LLC | 20,843 | 21,332 | +489 (+2.3%) |
| Golden State Equity Partners | 4,950 | 8,450 | +3,500 (+70.7%) |
| Procyon Advisors, LLC | 116,218 | 118,620 | +2,402 (+2.1%) |
| ASPIRIANT, LLC | 142,783 | 147,079 | +4,296 (+3.0%) |
| KPP Advisory Services LLC | 9,228 | 10,855 | +1,627 (+17.6%) |
| First Heartland Consultants, Inc. | 7,835 | 10,482 | +2,647 (+33.8%) |
| TCW GROUP INC | 10,218 | 28,822 | +18,604 (+182.1%) |
| Sloy Dahl & Holst, LLC | 16,025 | 17,395 | +1,370 (+8.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SAGESPRING WEALTH PARTNERS, LLC | 2,659,509 | 2,352,369 | -307,140 (-11.5%) |
| UNIQUE WEALTH, LLC | 182,984 | 167,324 | -15,660 (-8.6%) |
| TSFG, LLC | 41,573 | 20,578 | -20,995 (-50.5%) |
| PUREfi Wealth, LLC | 9,699 | 8,536 | -1,163 (-12.0%) |
| SFG Wealth Management, LLC. | 22,047 | 20,891 | -1,156 (-5.2%) |
| Fairvoy Private Wealth, LLC | 11,590 | 9,994 | -1,596 (-13.8%) |
| Cyndeo Wealth Partners, LLC | 53,529 | 49,894 | -3,635 (-6.8%) |
| Millstone Evans Group, LLC | 11,044 | 10,889 | -155 (-1.4%) |
| rebel Financial LLC | 6,177 | 5,785 | -392 (-6.3%) |
| ALBION FINANCIAL GROUP /UT | 73,581 | 72,572 | -1,009 (-1.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 75,384 | 6,155 | -69,229 (-91.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 57,154 | 15,087 | -42,067 (-73.6%) |
| Brinker Capital Investments, LLC | 31,982 | 29,636 | -2,346 (-7.3%) |
| JANE STREET GROUP, LLC | 20,997 | 14,387 | -6,610 (-31.5%) |
| CoreCap Advisors, LLC | 142 | 1 | -141 (-99.3%) |
| Thrivent Financial for Lutherans | 86,950 | 80,845 | -6,105 (-7.0%) |
| Cambridge Investment Research Advisors, Inc. | 8,239 | 6,482 | -1,757 (-21.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Financial Services Advisory Inc | 6,906 | $675 |
| FLOW TRADERS U.S. LLC | 30,792 | $3 |
| PRINCIPAL SECURITIES, INC. | 275 | $27 |