Ticker: PJAN CUSIP: 45782C508 Class: US EQTY PWR BUF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Signal Advisors Wealth, LLC | 87,525 | $4,115 |
| My Personal CFO, LLC | 10,205 | $480 |
| Cape Investment Advisory, Inc. | 7,834 | $368 |
| WPWealth LLP | 10,792 | $507 |
| AlphaStar Capital Management, LLC | 13,732 | $646 |
| Galvin, Gaustad & Stein, LLC | 12,613 | $593 |
| OPTIMA CAPITAL LLC | 2,351 | $111 |
| Bison Wealth, LLC | 8,400 | $385 |
| Berkshire Money Management, Inc. | 8,204 | $386 |
| CALTON & ASSOCIATES, INC. | 4,265 | $201 |
| Goldstein Advisors, LLC | 4,364 | $205 |
| Ameritas Advisory Services, LLC | 8,528 | $401 |
| Waterloo Capital, L.P. | 4,304 | $202 |
| Lido Advisors, LLC | 42,355 | $1,992 |
| SRS Capital Advisors, Inc. | 7,862 | $370 |
| CHAPMAN FINANCIAL GROUP, LLC | 300 | $14 |
| Cerity Partners LLC | 16,759 | $788 |
| AMERIFLEX GROUP, INC. | 319 | $15 |
| Private Advisor Group, LLC | 4,451 | $209 |
| Global Retirement Partners, LLC | 2,128 | $100 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JDM Financial Group LLC | 58,000 | 104,059 | +46,059 (+79.4%) |
| Bellwether Advisors, LLC | 268,965 | 292,617 | +23,652 (+8.8%) |
| Crown Wealth Group, LLC | 28,387 | 70,907 | +42,520 (+149.8%) |
| RPS ADVISORY SOLUTIONS LLC | 30,396 | 49,418 | +19,022 (+62.6%) |
| Steward Partners Investment Advisory, LLC | 121,527 | 1,623,085 | +1,501,558 (+1235.6%) |
| GILL CAPITAL PARTNERS, LLC | 101,999 | 111,257 | +9,258 (+9.1%) |
| CORRADO ADVISORS, LLC | 48,441 | 51,981 | +3,540 (+7.3%) |
| BCS Wealth Management | 23,897 | 53,860 | +29,963 (+125.4%) |
| Diligent Investors, LLC | 58,478 | 66,101 | +7,623 (+13.0%) |
| Triad Wealth Partners, LLC | 89,731 | 109,063 | +19,332 (+21.5%) |
| FSA Advisors, Inc. | 45,961 | 46,581 | +620 (+1.3%) |
| First City Capital Management, Inc. | 27,030 | 28,820 | +1,790 (+6.6%) |
| City Center Advisors, LLC | 15,020 | 16,011 | +991 (+6.6%) |
| Vantage Point Financial LLC | 8,381 | 12,345 | +3,964 (+47.3%) |
| WealthPLAN Partners, LLC | 8,838 | 17,768 | +8,930 (+101.0%) |
| Focus Partners Wealth | 34,450 | 499,828 | +465,378 (+1350.9%) |
| World Investment Advisors | 11,217 | 46,795 | +35,578 (+317.2%) |
| WealthPlan Investment Management, LLC | 43,967 | 53,447 | +9,480 (+21.6%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 50,743 | 59,044 | +8,301 (+16.4%) |
| CoreCap Advisors, LLC | 133,349 | 143,801 | +10,452 (+7.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Weaver Capital Management LLC | 314,970 | 33,172 | -281,798 (-89.5%) |
| Element Squared LLC | 160,565 | 68,553 | -92,012 (-57.3%) |
| Catalina Capital Group, LLC | 94,325 | 10,572 | -83,753 (-88.8%) |
| Motiv8 Investments LLC | 163,454 | 123,710 | -39,744 (-24.3%) |
| Southland Equity Partners LLC | 424,220 | 405,719 | -18,501 (-4.4%) |
| Range Financial Group LLC | 155,731 | 146,440 | -9,291 (-6.0%) |
| AA Financial Advisors, LLC | 191,768 | 181,391 | -10,377 (-5.4%) |
| Ascent Wealth Partners, LLC | 242,404 | 235,174 | -7,230 (-3.0%) |
| Compass Advisory Group LLC | 72,939 | 68,287 | -4,652 (-6.4%) |
| RED CRANE WEALTH MANAGEMENT, LLC | 38,170 | 37,332 | -838 (-2.2%) |
| KFG WEALTH MANAGEMENT, LLC | 46,242 | 29,516 | -16,726 (-36.2%) |
| Nikulski Financial, Inc. | 48,280 | 41,925 | -6,355 (-13.2%) |
| Schulz Wealth, LTD. | 19,755 | 17,290 | -2,465 (-12.5%) |
| Pinnacle Wealth Management Group, Inc. | 14,636 | 11,136 | -3,500 (-23.9%) |
| MMA ASSET MANAGEMENT LLC | 10,786 | 5,393 | -5,393 (-50.0%) |
| BENJAMIN EDWARDS INC | 244,938 | 135,612 | -109,326 (-44.6%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 58,077 | 50,888 | -7,189 (-12.4%) |
| Sonoma Allocations LLC | 10,208 | 5,583 | -4,625 (-45.3%) |
| Jessup Wealth Management, Inc | 38,046 | 35,850 | -2,196 (-5.8%) |
| EVERMAY WEALTH MANAGEMENT LLC | 64,037 | 58,531 | -5,506 (-8.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Helium Advisors LLC | 8,783 | $402 |
| Keystone Wealth Services, LLC | 17,134 | $785 |
| TOWNSQUARE CAPITAL LLC | 20,713 | $949 |
| Kovitz Investment Group Partners, LLC | 362,975 | $16,622 |
| VestGen Advisors, LLC | 33,300 | $1,525 |
| OLD MISSION CAPITAL LLC | 40,176 | $1,840 |
| Certified Advisory Corp | 10,741 | $492 |
| Garden State Investment Advisory Services LLC | 4,886 | $224 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8,124 | $372 |
| Silicon Valley Capital Partners | 3,810 | $174 |
| Avantax Planning Partners, Inc. | 8,202 | $376 |
| Buckingham Strategic Partners | 15,564 | $720 |
| INTEGRITY ALLIANCE, LLC. | 4,619 | $212 |
| ORG Partners LLC | 1,000 | $46 |
| Atlantic Union Bankshares Corp | 4,730 | $217 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,686 | $1,085 |
| CITADEL ADVISORS LLC | 19,717 | $903 |
| MERCER GLOBAL ADVISORS INC /ADV | 5,984 | $274 |
| UBS Group AG | 941 | $43 |
| HRT FINANCIAL LP | 29,720 | $1 |