Ticker: WINN CUSIP: 41151J406 Class: LONG TERM GROWER
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kingdom Financial Group LLC. | 20,086 | $625 |
| Savvy Advisors, Inc. | 8,334 | $259 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19,063 | $593 |
| Quantinno Capital Management LP | 40,866 | $1,271 |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,345 | $260 |
| JANE STREET GROUP, LLC | 17,850 | $555 |
| Manchester Capital Management LLC | 966 | $30 |
| HRT FINANCIAL LP | 21,916 | $1 |
| Thrivent Financial for Lutherans | 13,467 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Smart Portfolios, LLC | 12,553 | 50,719 | +38,166 (+304.0%) |
| Lantz Financial LLC | 113,858 | 239,358 | +125,500 (+110.2%) |
| Grant Street Asset Management, Inc. | 2,214,878 | 2,238,226 | +23,348 (+1.1%) |
| Golden State Wealth Management, LLC | 488,425 | 523,243 | +34,818 (+7.1%) |
| Proactive Wealth Strategies LLC | 80,267 | 95,947 | +15,680 (+19.5%) |
| Worth Financial Advisory Group, LLC | 45,163 | 58,881 | +13,718 (+30.4%) |
| Archford Capital Strategies, LLC | 260,635 | 282,379 | +21,744 (+8.3%) |
| SITTNER & NELSON, LLC | 43,595 | 52,755 | +9,160 (+21.0%) |
| Convergence Financial, LLC | 88,956 | 106,750 | +17,794 (+20.0%) |
| WCG Wealth Advisors LLC | 113,643 | 176,621 | +62,978 (+55.4%) |
| FINANCIAL MANAGEMENT NETWORK INC | 158,289 | 164,130 | +5,841 (+3.7%) |
| NavPoint Financial, Inc. | 6,741 | 10,289 | +3,548 (+52.6%) |
| Kestra Advisory Services, LLC | 34,418 | 247,434 | +213,016 (+618.9%) |
| SFG Wealth Management, LLC. | 53,808 | 54,903 | +1,095 (+2.0%) |
| FIFTH THIRD BANCORP | 218,538 | 436,313 | +217,775 (+99.7%) |
| Independent Wealth Network Inc. | 29,903 | 32,688 | +2,785 (+9.3%) |
| CARY STREET PARTNERS FINANCIAL LLC | 63,513 | 95,056 | +31,543 (+49.7%) |
| Joel Isaacson & Co., LLC | 89,178 | 111,214 | +22,036 (+24.7%) |
| Perennial Investment Advisors, LLC | 73,713 | 81,206 | +7,493 (+10.2%) |
| SpringVest Wealth Management LLC | 6,504 | 7,552 | +1,048 (+16.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WJ Wealth Management, LLC | 385,821 | 343,782 | -42,039 (-10.9%) |
| Golden State Equity Partners | 158,504 | 75,462 | -83,042 (-52.4%) |
| Carr Financial Group Corp | 58,527 | 41,245 | -17,282 (-29.5%) |
| Provident Wealth Management, LLC | 80,092 | 72,118 | -7,974 (-10.0%) |
| GPS Wealth Strategies Group, LLC | 24,371 | 850 | -23,521 (-96.5%) |
| Corient Private Wealth LLC | 3,633,241 | 3,042,765 | -590,476 (-16.3%) |
| Bluesphere Advisors, LLC | 21,966 | 19,557 | -2,409 (-11.0%) |
| Private Advisor Group, LLC | 461,317 | 401,933 | -59,384 (-12.9%) |
| AVAII WEALTH MANAGEMENT, LLC | 18,930 | 18,106 | -824 (-4.4%) |
| TRANSCEND CAPITAL ADVISORS, LLC | 112,617 | 110,885 | -1,732 (-1.5%) |
| Waterloo Capital, L.P. | 69,606 | 67,256 | -2,350 (-3.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 357,319 | 219,550 | -137,769 (-38.6%) |
| ROYAL BANK OF CANADA | 544,975 | 480,499 | -64,476 (-11.8%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,630 | 5,360 | -2,270 (-29.8%) |
| MOODY NATIONAL BANK TRUST DIVISION | 39,636 | 38,305 | -1,331 (-3.4%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 124,668 | 120,781 | -3,887 (-3.1%) |
| UBS Group AG | 34,389 | 925 | -33,464 (-97.3%) |
| CITADEL ADVISORS LLC | 24,581 | 6,626 | -17,955 (-73.0%) |
| Cetera Investment Advisers | 184,400 | 172,368 | -12,032 (-6.5%) |
| BENJAMIN EDWARDS INC | 82,530 | 79,224 | -3,306 (-4.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 133,690 | $4,166 |
| GTS SECURITIES LLC | 10,489 | $327 |
| TWO SIGMA INVESTMENTS, LP | 118,900 | $3,705 |
| Sound Income Strategies, LLC | 1,255 | $40 |