Ticker: IJAN CUSIP: 45782C524 Class: INTRNL DEV JAN
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| JDM Financial Group LLC | 82,989 | $3,001 |
| My Personal CFO, LLC | 56,630 | $2,048 |
| AssuredPartners Investment Advisors, LLC | 33,931 | $1,227 |
| BIP Wealth, LLC | 101,445 | $3,668 |
| WEALTHGARDEN F.S. LLC | 6,423 | $237 |
| Signal Advisors Wealth, LLC | 43,456 | $1,571 |
| Straight Path Wealth Management | 6,587 | $238 |
| Rothschild Wealth LLC | 9,405 | $340 |
| CacheTech Inc. | 6,366 | $230 |
| WealthPlan Investment Management, LLC | 10,691 | $387 |
| Ausdal Financial Partners, Inc. | 13,278 | $480 |
| World Investment Advisors | 25,497 | $922 |
| SIGNATUREFD, LLC | 8,654 | $313 |
| Private Advisor Group, LLC | 18,465 | $668 |
| CITADEL ADVISORS LLC | 9,735 | $352 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RED CRANE WEALTH MANAGEMENT, LLC | 96,390 | 105,796 | +9,406 (+9.8%) |
| Long Island Wealth Management, Inc. | 412,765 | 424,818 | +12,053 (+2.9%) |
| CORRADO ADVISORS, LLC | 6,552 | 40,816 | +34,264 (+523.0%) |
| Compass Advisory Group LLC | 183,444 | 186,407 | +2,963 (+1.6%) |
| WorthPointe, LLC | 19,609 | 24,417 | +4,808 (+24.5%) |
| HARBOUR INVESTMENTS, INC. | 4,637 | 49,529 | +44,892 (+968.1%) |
| Triad Wealth Partners, LLC | 33,386 | 38,952 | +5,566 (+16.7%) |
| Diligent Investors, LLC | 33,484 | 35,484 | +2,000 (+6.0%) |
| BCS Wealth Management | 7,143 | 12,151 | +5,008 (+70.1%) |
| Lantz Financial LLC | 10,581 | 13,554 | +2,973 (+28.1%) |
| PFS Partners, LLC | 3,316 | 4,806 | +1,490 (+44.9%) |
| BLAIR WILLIAM & CO/IL | 140,173 | 211,963 | +71,790 (+51.2%) |
| Vantage Point Financial LLC | 6,473 | 7,399 | +926 (+14.3%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 19,928 | 23,236 | +3,308 (+16.6%) |
| Americana Partners, LLC | 82,271 | 84,590 | +2,319 (+2.8%) |
| OneDigital Investment Advisors LLC | 11,749 | 17,749 | +6,000 (+51.1%) |
| LPL Financial LLC | 38,620 | 60,934 | +22,314 (+57.8%) |
| OSAIC HOLDINGS, INC. | 129,131 | 130,598 | +1,467 (+1.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 46,227 | 47,769 | +1,542 (+3.3%) |
| AE Wealth Management LLC | 2,515 | 3,723 | +1,208 (+48.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HFG Wealth Management, LLC | 124,614 | 109,407 | -15,207 (-12.2%) |
| DHJJ Financial Advisors, Ltd. | 38,459 | 33,096 | -5,363 (-13.9%) |
| WPWealth LLP | 106,859 | 99,968 | -6,891 (-6.4%) |
| AdvisorNet Financial, Inc | 132,243 | 112,520 | -19,723 (-14.9%) |
| Global Strategic Investment Solutions, LLC | 75,032 | 63,863 | -11,169 (-14.9%) |
| Collaborative Wealth Managment Inc. | 7,590 | 6,601 | -989 (-13.0%) |
| VESTIA PERSONAL WEALTH ADVISORS | 11,011 | 10,598 | -413 (-3.8%) |
| PFG Advisors | 47,176 | 43,591 | -3,585 (-7.6%) |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 18,712 | 18,076 | -636 (-3.4%) |
| JPMORGAN CHASE & CO | 45,633 | 25,493 | -20,140 (-44.1%) |
| ALTFEST L J & CO INC | 15,819 | 14,957 | -862 (-5.4%) |
| Berger Financial Group, Inc | 26,143 | 25,158 | -985 (-3.8%) |
| BENJAMIN EDWARDS INC | 36,860 | 34,468 | -2,392 (-6.5%) |
| Ascent Group, LLC | 7,382 | 6,069 | -1,313 (-17.8%) |
| Allworth Financial LP | 12,608 | 10,706 | -1,902 (-15.1%) |
| Tradition Wealth Management, LLC | 9,637 | 9,095 | -542 (-5.6%) |
| Avantax Planning Partners, Inc. | 6,501 | 5,672 | -829 (-12.8%) |
| Sunbelt Securities, Inc. | 13,630 | 13,189 | -441 (-3.2%) |
| IFP Advisors, Inc | 39,908 | 39,325 | -583 (-1.5%) |
| TRUIST FINANCIAL CORP | 23,790 | 22,782 | -1,008 (-4.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Heck Capital Advisors, LLC | 242,436 | $8,531 |
| Arlington Capital Management, Inc. | 11,518 | $405 |
| Strategic Blueprint, LLC | 85,318 | $3,002 |
| Freedom Investment Management, Inc. | 7,592 | $267 |
| GILL CAPITAL PARTNERS, LLC | 5,789 | $204 |
| Beacon Financial Advisory LLC | 5,750 | $202 |
| Belpointe Asset Management LLC | 17,323 | $610 |
| OLD MISSION CAPITAL LLC | 19,101 | $672 |
| MGO ONE SEVEN LLC | 10,300 | $362 |
| Kingsview Wealth Management, LLC | 7,218 | $254 |
| Silicon Valley Capital Partners | 1,525 | $54 |
| Ameritas Advisory Services, LLC | 2,000 | $70 |
| GOLDMAN SACHS GROUP INC | 15,548 | $547 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,742 | $378 |
| PRINCIPAL SECURITIES, INC. | 1,867 | $66 |
| HUNTINGTON NATIONAL BANK | 810 | $29 |
| UBS Group AG | 888 | $31 |
| Advisory Services Network, LLC | 350 | $12 |