Ticker: NJAN CUSIP: 45782C466 Class: GRWT100 PWR BF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 39,000 | $2,142 |
| JDM Financial Group LLC | 19,476 | $1,070 |
| CORRADO ADVISORS, LLC | 5,981 | $328 |
| RETIREMENT GUYS FORMULA LLC | 3,847 | $211 |
| BIP Wealth, LLC | 24,129 | $1,325 |
| Sigma Planning Corp | 3,392 | $280 |
| SageView Advisory Group, LLC | 265 | $15 |
| HUNTINGTON NATIONAL BANK | 123 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Diligent Investors, LLC | 45,659 | 51,159 | +5,500 (+12.0%) |
| Crown Wealth Group, LLC | 36,233 | 38,724 | +2,491 (+6.9%) |
| FSA Advisors, Inc. | 16,205 | 16,899 | +694 (+4.3%) |
| BCS Wealth Management | 4,900 | 9,800 | +4,900 (+100.0%) |
| NewEdge Advisors, LLC | 372,887 | 395,324 | +22,437 (+6.0%) |
| GWN SECURITIES INC. | 12,690 | 13,430 | +740 (+5.8%) |
| LPL Financial LLC | 55,304 | 77,874 | +22,570 (+40.8%) |
| CreativeOne Wealth, LLC | 21,562 | 22,817 | +1,255 (+5.8%) |
| OLD MISSION CAPITAL LLC | 10,417 | 11,854 | +1,437 (+13.8%) |
| Merit Financial Group, LLC | 10,044 | 12,272 | +2,228 (+22.2%) |
| RAYMOND JAMES FINANCIAL INC | 38,777 | 42,762 | +3,985 (+10.3%) |
| TRUIST FINANCIAL CORP | 188,446 | 190,766 | +2,320 (+1.2%) |
| U.S. Capital Wealth Advisors, LLC | 4,960 | 5,421 | +461 (+9.3%) |
| Janney Montgomery Scott LLC | 449,734 | 455,286 | +5,552 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Element Squared LLC | 19,280 | 10,168 | -9,112 (-47.3%) |
| Triumph Capital Management | 42,290 | 32,527 | -9,763 (-23.1%) |
| AdvisorNet Financial, Inc | 162,691 | 141,981 | -20,710 (-12.7%) |
| Mutual Advisors, LLC | 351,795 | 331,717 | -20,078 (-5.7%) |
| DHJJ Financial Advisors, Ltd. | 31,725 | 30,493 | -1,232 (-3.9%) |
| Tradition Wealth Management, LLC | 100,691 | 96,970 | -3,721 (-3.7%) |
| Collaborative Wealth Managment Inc. | 8,690 | 7,632 | -1,058 (-12.2%) |
| ALTFEST L J & CO INC | 10,461 | 7,056 | -3,405 (-32.5%) |
| WealthPlan Investment Management, LLC | 10,325 | 4,805 | -5,520 (-53.5%) |
| CWC Advisors, LLC. | 10,006 | 9,521 | -485 (-4.8%) |
| OSAIC HOLDINGS, INC. | 377,734 | 335,201 | -42,533 (-11.3%) |
| Faithward Advisors, LLC | 10,844 | 9,774 | -1,070 (-9.9%) |
| Arlington Capital Management, Inc. | 5,258 | 5,054 | -204 (-3.9%) |
| Arkadios Wealth Advisors | 11,169 | 7,331 | -3,838 (-34.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 126,759 | 97,469 | -29,290 (-23.1%) |
| Phoenix Holdings Ltd. | 18,180 | 12,410 | -5,770 (-31.7%) |
| Cetera Investment Advisers | 153,662 | 136,019 | -17,643 (-11.5%) |
| HARBOUR INVESTMENTS, INC. | 5,099 | 2,524 | -2,575 (-50.5%) |
| MAI Capital Management | 53,981 | 48,891 | -5,090 (-9.4%) |
| CRA Financial Services, LLC | 7,385 | 6,810 | -575 (-7.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Helium Advisors LLC | 6,193 | $329 |
| Consolidated Portfolio Review Corp | 17,176 | $914 |
| PRINCIPAL SECURITIES, INC. | 86,547 | $4,604 |
| Strategic Blueprint, LLC | 27,219 | $1,448 |
| Keystone Wealth Services, LLC | 7,278 | $387 |
| Gradient Investments LLC | 51,625 | $2,746 |
| Nova Wealth Management, Inc. | 1,500 | $80 |
| Beacon Financial Advisory LLC | 3,821 | $203 |
| GTS SECURITIES LLC | 7,099 | $378 |
| World Investment Advisors | 12,127 | $645 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,688 | $728 |
| Silicon Valley Capital Partners | 675 | $36 |
| Advisory Services Network, LLC | 650 | $35 |
| JPMORGAN CHASE & CO | 614 | $33 |
| CENTAURUS FINANCIAL, INC. | 1,998 | $0 |