Ticker: EDOW CUSIP: 33733A201 Class: DOW 30 EQL WGT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Harvest Investment Services, LLC | 31,442 | $1,299 |
| BECK CAPITAL MANAGEMENT, LLC | 5,678 | $234 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,478 | $226 |
| Summit Financial, LLC | 6,114 | $252 |
| Prime Capital Investment Advisors, LLC | 5,000 | $207 |
| WEDBUSH SECURITIES INC | 12,500 | $1 |
| Sound Income Strategies, LLC | 450 | $19 |
| Janney Montgomery Scott LLC | 5,943 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ignite Planners, LLC | 90,640 | 94,217 | +3,577 (+3.9%) |
| Camelot Portfolios, LLC | 5,194 | 6,174 | +980 (+18.9%) |
| RAYMOND JAMES FINANCIAL INC | 102,356 | 155,328 | +52,972 (+51.8%) |
| HARBOUR INVESTMENTS, INC. | 8,181 | 12,648 | +4,467 (+54.6%) |
| NewEdge Advisors, LLC | 200,299 | 210,935 | +10,636 (+5.3%) |
| LPL Financial LLC | 1,080,697 | 1,091,647 | +10,950 (+1.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 55,407 | 63,811 | +8,404 (+15.2%) |
| Wealthcare Advisory Partners LLC | 70,313 | 71,845 | +1,532 (+2.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,131 | 36,607 | +4,476 (+13.9%) |
| Private Advisor Group, LLC | 13,207 | 16,002 | +2,795 (+21.2%) |
| STIFEL FINANCIAL CORP | 11,578 | 14,410 | +2,832 (+24.5%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,220 | 8,463 | +2,243 (+36.1%) |
| Parallel Advisors, LLC | 1,394 | 2,574 | +1,180 (+84.6%) |
| Sanctuary Advisors, LLC | 19,913 | 21,594 | +1,681 (+8.4%) |
| Rockefeller Capital Management L.P. | 279 | 1,630 | +1,351 (+484.2%) |
| Kestra Advisory Services, LLC | 42,559 | 43,307 | +748 (+1.8%) |
| Stratos Wealth Partners, LTD. | 13,085 | 13,585 | +500 (+3.8%) |
| MML INVESTORS SERVICES, LLC | 14,976 | 15,436 | +460 (+3.1%) |
| Integrated Wealth Concepts LLC | 5,112 | 5,347 | +235 (+4.6%) |
| HAZLETT, BURT & WATSON, INC. | 395 | 1,145 | +750 (+189.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Gratus Wealth Advisors, LLC | 39,830 | 26,248 | -13,582 (-34.1%) |
| Ameritas Advisory Services, LLC | 47,520 | 40,428 | -7,092 (-14.9%) |
| OSAIC HOLDINGS, INC. | 155,683 | 68,329 | -87,354 (-56.1%) |
| Vestmark Advisory Solutions, Inc. | 270,028 | 263,229 | -6,799 (-2.5%) |
| REAP Financial Group, LLC | 5,356 | 4,085 | -1,271 (-23.7%) |
| Sigma Planning Corp | 10,836 | 5,408 | -5,428 (-50.1%) |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 84,824 | 83,725 | -1,099 (-1.3%) |
| TCFG WEALTH MANAGEMENT, LLC | 15,946 | 15,683 | -263 (-1.6%) |
| UBS Group AG | 28,694 | 162 | -28,532 (-99.4%) |
| ROYAL BANK OF CANADA | 29,758 | 7,091 | -22,667 (-76.2%) |
| MORGAN STANLEY | 789,153 | 775,258 | -13,895 (-1.8%) |
| Gateway Wealth Partners, LLC | 10,026 | 9,426 | -600 (-6.0%) |
| GOLDMAN SACHS GROUP INC | 35,874 | 28,038 | -7,836 (-21.8%) |
| BANK OF AMERICA CORP /DE/ | 31,067 | 26,134 | -4,933 (-15.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 207,154 | 201,535 | -5,619 (-2.7%) |
| Cetera Investment Advisers | 57,905 | 56,150 | -1,755 (-3.0%) |
| StoneX Group Inc. | 7,248 | 6,558 | -690 (-9.5%) |
| Wealthfront Advisers LLC | 17,977 | 16,684 | -1,293 (-7.2%) |
| D.A. DAVIDSON & CO. | 24,061 | 23,753 | -308 (-1.3%) |
| J.W. COLE ADVISORS, INC. | 6,176 | 5,973 | -203 (-3.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 11,523 | $460 |
| US BANCORP \DE\ | 8,428 | $337 |
| CITADEL ADVISORS LLC | 6,342 | $253 |
| Plante Moran Financial Advisors, LLC | 1,022 | $41 |
| SIMPLEX TRADING, LLC | 150 | $0 |