Ticker: PMAY CUSIP: 45782C318 Class: US EQTY PWR BUF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cape Investment Advisory, Inc. | 25,236 | $999 |
| Palumbo Wealth Management LLC | 18,354 | $727 |
| Foundry Financial Group, Inc. | 5,125 | $203 |
| Rothschild Wealth LLC | 16,677 | $660 |
| GenTrust, LLC | 27,762 | $1,099 |
| OPTIMA CAPITAL LLC | 2,701 | $107 |
| Galvin, Gaustad & Stein, LLC | 7,035 | $279 |
| Jessup Wealth Management, Inc | 1,414 | $56 |
| MERCER GLOBAL ADVISORS INC /ADV | 63,609 | $2,518 |
| GTS SECURITIES LLC | 5,088 | $201 |
| World Investment Advisors | 6,568 | $260 |
| Lido Advisors, LLC | 21,480 | $850 |
| CITADEL ADVISORS LLC | 5,531 | $219 |
| SageView Advisory Group, LLC | 1,000 | $40 |
| Pinnacle Wealth Planning Services, Inc. | 427 | $17 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Keystone Wealth Services, LLC | 7,546 | 243,492 | +235,946 (+3126.8%) |
| Chris Bulman Inc | 68,330 | 69,957 | +1,627 (+2.4%) |
| BCS Wealth Management | 16,888 | 32,708 | +15,820 (+93.7%) |
| Focus Partners Wealth | 78,126 | 365,330 | +287,204 (+367.6%) |
| OLD MISSION CAPITAL LLC | 5,801 | 30,276 | +24,475 (+421.9%) |
| Merit Financial Group, LLC | 15,232 | 55,939 | +40,707 (+267.2%) |
| IFP Advisors, Inc | 70,823 | 78,675 | +7,852 (+11.1%) |
| LPL Financial LLC | 257,662 | 288,850 | +31,188 (+12.1%) |
| Kestra Advisory Services, LLC | 120,276 | 129,278 | +9,002 (+7.5%) |
| Belpointe Asset Management LLC | 6,256 | 8,232 | +1,976 (+31.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,349 | 19,737 | +8,388 (+73.9%) |
| TRUIST FINANCIAL CORP | 137,676 | 140,810 | +3,134 (+2.3%) |
| MML INVESTORS SERVICES, LLC | 37,776 | 39,467 | +1,691 (+4.5%) |
| BARCLAYS PLC | 231 | 2,004 | +1,773 (+767.5%) |
| MORGAN STANLEY | 465 | 1,852 | +1,387 (+298.3%) |
| Envestnet Portfolio Solutions, Inc. | 5,248 | 6,274 | +1,026 (+19.6%) |
| CITY HOLDING CO | 1,457 | 1,637 | +180 (+12.4%) |
| Creative Planning | 8,586 | 8,854 | +268 (+3.1%) |
| UBS Group AG | 18 | 212 | +194 (+1077.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 101,868 | 32,185 | -69,683 (-68.4%) |
| KFG WEALTH MANAGEMENT, LLC | 143,048 | 68,035 | -75,013 (-52.4%) |
| SRS Capital Advisors, Inc. | 462,773 | 7,500 | -455,273 (-98.4%) |
| WPWealth LLP | 124,435 | 99,092 | -25,343 (-20.4%) |
| Clear Point Advisors Inc. | 33,740 | 31,063 | -2,677 (-7.9%) |
| Schulz Wealth, LTD. | 27,939 | 25,889 | -2,050 (-7.3%) |
| JDM Financial Group LLC | 6,980 | 1,500 | -5,480 (-78.5%) |
| Element Squared LLC | 46,851 | 45,945 | -906 (-1.9%) |
| Castle Rock Wealth Management, LLC | 85,650 | 82,427 | -3,223 (-3.8%) |
| GILL CAPITAL PARTNERS, LLC | 32,558 | 29,756 | -2,802 (-8.6%) |
| HARBOUR INVESTMENTS, INC. | 49,700 | 8,647 | -41,053 (-82.6%) |
| Heck Capital Advisors, LLC | 187,302 | 184,096 | -3,206 (-1.7%) |
| Outlook Wealth Advisors, LLC | 14,890 | 12,731 | -2,159 (-14.5%) |
| DHJJ Financial Advisors, Ltd. | 38,214 | 37,501 | -713 (-1.9%) |
| Patriot Financial Group Insurance Agency, LLC | 36,134 | 33,231 | -2,903 (-8.0%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 164,834 | 39,569 | -125,265 (-76.0%) |
| ARS Wealth Advisors Group, LLC | 92,924 | 91,276 | -1,648 (-1.8%) |
| BECK CAPITAL MANAGEMENT, LLC | 23,521 | 22,488 | -1,033 (-4.4%) |
| Global Assets Advisory, LLC | 30,531 | 30,014 | -517 (-1.7%) |
| Weaver Capital Management LLC | 39,303 | 38,635 | -668 (-1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| LEIGH BALDWIN & CO., LLC | 27,900 | $1,085 |
| Kovitz Investment Group Partners, LLC | 297,415 | $11,568 |
| Buckingham Strategic Partners | 56,785 | $2,220 |
| PRINCIPAL SECURITIES, INC. | 32,837 | $1,277 |
| Mutual Advisors, LLC | 7,693 | $300 |
| JANE STREET GROUP, LLC | 156,946 | $6,104 |
| Foundations Investment Advisors, LLC | 6,714 | $261 |
| ROYAL BANK OF CANADA | 26,175 | $1,018 |
| Ameritas Advisory Services, LLC | 720 | $28 |
| CENTAURUS FINANCIAL, INC. | 5,549 | $0 |