Ticker: BJUL CUSIP: 45782C789 Class: US EQTY BUFR JUL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 53,755 | $2,729 |
| Rothschild Wealth LLC | 10,149 | $515 |
| AlphaStar Capital Management, LLC | 14,380 | $730 |
| World Investment Advisors | 24,936 | $1,266 |
| INTEGRITY ALLIANCE, LLC. | 8,694 | $441 |
| SRS Capital Advisors, Inc. | 11,304 | $574 |
| Merit Financial Group, LLC | 17,227 | $874 |
| GTS SECURITIES LLC | 5,204 | $264 |
| HRT FINANCIAL LP | 6,422 | $0 |
| Jessup Wealth Management, Inc | 7 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 268,784 | 282,004 | +13,220 (+4.9%) |
| BCS Wealth Management | 18,001 | 34,598 | +16,597 (+92.2%) |
| FORONJY FINANCIAL LLC | 6,968 | 11,602 | +4,634 (+66.5%) |
| City Center Advisors, LLC | 14,821 | 15,672 | +851 (+5.7%) |
| Wingate Wealth Advisors, Inc. | 7,690 | 9,189 | +1,499 (+19.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,330 | 23,749 | +8,419 (+54.9%) |
| Kestra Advisory Services, LLC | 32,899 | 36,128 | +3,229 (+9.8%) |
| RAYMOND JAMES FINANCIAL INC | 49,365 | 52,401 | +3,036 (+6.2%) |
| Cetera Investment Advisers | 120,400 | 121,813 | +1,413 (+1.2%) |
| OLD MISSION CAPITAL LLC | 15,784 | 16,315 | +531 (+3.4%) |
| Foundations Investment Advisors, LLC | 5,404 | 5,532 | +128 (+2.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Motiv8 Investments LLC | 53,677 | 38,104 | -15,573 (-29.0%) |
| Brookstone Capital Management | 549,177 | 25,421 | -523,756 (-95.4%) |
| Chris Bulman Inc | 10,117 | 4,687 | -5,430 (-53.7%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,930 | 1,434 | -1,496 (-51.1%) |
| CHAPMAN FINANCIAL GROUP, LLC | 20,495 | 19,854 | -641 (-3.1%) |
| SageView Advisory Group, LLC | 14,147 | 1,000 | -13,147 (-92.9%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 52,289 | 50,324 | -1,965 (-3.8%) |
| HARBOUR INVESTMENTS, INC. | 16,598 | 5,661 | -10,937 (-65.9%) |
| ROTHSCHILD INVESTMENT LLC | 94,350 | 92,550 | -1,800 (-1.9%) |
| Wealthquest Corp | 42,901 | 41,750 | -1,151 (-2.7%) |
| Stratos Wealth Advisors, LLC | 39,946 | 37,946 | -2,000 (-5.0%) |
| OSAIC HOLDINGS, INC. | 226,428 | 204,499 | -21,929 (-9.7%) |
| Berkshire Money Management, Inc. | 35,925 | 35,230 | -695 (-1.9%) |
| Secure Asset Management, LLC | 12,665 | 12,027 | -638 (-5.0%) |
| D.B. Root & Company, LLC | 6,030 | 5,529 | -501 (-8.3%) |
| Sunbelt Securities, Inc. | 2,015 | 500 | -1,515 (-75.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 224,752 | 204,365 | -20,387 (-9.1%) |
| Buska Wealth Management, LLC | 5,349 | 5,008 | -341 (-6.4%) |
| Tradition Wealth Management, LLC | 9,501 | 8,289 | -1,212 (-12.8%) |
| Penserra Capital Management LLC | 378,921 | 363,896 | -15,025 (-4.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Arkadios Wealth Advisors | 21,620 | $1,074 |
| CITADEL ADVISORS LLC | 14,926 | $741 |