Ticker: PJUL CUSIP: 45782C813 Class: US EQTY PWR BUF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Signal Advisors Wealth, LLC | 88,490 | $4,109 |
| Rothschild Wealth LLC | 51,456 | $2,389 |
| Cape Investment Advisory, Inc. | 5,400 | $251 |
| AlphaStar Capital Management, LLC | 23,667 | $1,099 |
| WealthPlan Investment Management, LLC | 23,581 | $1,095 |
| WealthPLAN Partners, LLC | 10,450 | $485 |
| TWO SIGMA SECURITIES, LLC | 8,071 | $375 |
| BIP Wealth, LLC | 16,142 | $749 |
| Galvin, Gaustad & Stein, LLC | 8,714 | $405 |
| OPTIMA CAPITAL LLC | 1,784 | $83 |
| Goldstein Advisors, LLC | 5,357 | $249 |
| GenTrust, LLC | 10,157 | $472 |
| SRS Capital Advisors, Inc. | 6,992 | $325 |
| Concurrent Investment Advisors, LLC | 7,616 | $354 |
| MERCER GLOBAL ADVISORS INC /ADV | 25,646 | $1,191 |
| Lido Advisors, LLC | 16,807 | $780 |
| CITADEL ADVISORS LLC | 13,942 | $647 |
| Corient Private Wealth LLC | 9,271 | $430 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,527 | $535 |
| Parallel Advisors, LLC | 1,385 | $64 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BCS Wealth Management | 50,038 | 95,510 | +45,472 (+90.9%) |
| Triad Wealth Partners, LLC | 95,509 | 113,984 | +18,475 (+19.3%) |
| Bellwether Advisors, LLC | 45,354 | 55,334 | +9,980 (+22.0%) |
| Vantage Point Financial LLC | 22,724 | 26,848 | +4,124 (+18.1%) |
| World Investment Advisors | 128,013 | 205,044 | +77,031 (+60.2%) |
| City Center Advisors, LLC | 15,119 | 16,288 | +1,169 (+7.7%) |
| FSA Advisors, Inc. | 24,282 | 25,183 | +901 (+3.7%) |
| Long Island Wealth Management, Inc. | 45,593 | 46,138 | +545 (+1.2%) |
| Focus Partners Wealth | 43,072 | 366,446 | +323,374 (+750.8%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 54,193 | 62,591 | +8,398 (+15.5%) |
| GTS SECURITIES LLC | 9,634 | 22,520 | +12,886 (+133.8%) |
| PFG Advisors | 33,212 | 41,169 | +7,957 (+24.0%) |
| Financial Network Wealth Advisors LLC | 5,930 | 6,185 | +255 (+4.3%) |
| OLD MISSION CAPITAL LLC | 30,207 | 39,847 | +9,640 (+31.9%) |
| Belpointe Asset Management LLC | 5,001 | 10,345 | +5,344 (+106.9%) |
| Merit Financial Group, LLC | 7,261 | 23,042 | +15,781 (+217.3%) |
| Horizon Investments, LLC | 51,482 | 59,907 | +8,425 (+16.4%) |
| Brinker Capital Investments, LLC | 210,762 | 218,823 | +8,061 (+3.8%) |
| Integrity Advisory Solutions, LLC | 39,147 | 39,613 | +466 (+1.2%) |
| LPL Financial LLC | 280,193 | 311,290 | +31,097 (+11.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Motiv8 Investments LLC | 164,250 | 124,582 | -39,668 (-24.2%) |
| Wisconsin Wealth Advisors, LLC | 51,110 | 36,820 | -14,290 (-28.0%) |
| Brookstone Capital Management | 797,215 | 147,637 | -649,578 (-81.5%) |
| AA Financial Advisors, LLC | 191,243 | 180,947 | -10,296 (-5.4%) |
| Weaver Capital Management LLC | 81,469 | 55,339 | -26,130 (-32.1%) |
| Allworth Financial LP | 1,308,146 | 9,180 | -1,298,966 (-99.3%) |
| SageView Advisory Group, LLC | 181,869 | 13,877 | -167,992 (-92.4%) |
| KFG WEALTH MANAGEMENT, LLC | 79,909 | 49,935 | -29,974 (-37.5%) |
| Chris Bulman Inc | 31,713 | 27,958 | -3,755 (-11.8%) |
| Southland Equity Partners LLC | 152,401 | 149,511 | -2,890 (-1.9%) |
| WorthPointe, LLC | 54,648 | 53,220 | -1,428 (-2.6%) |
| Delta Investment Management, LLC | 17,588 | 11,501 | -6,087 (-34.6%) |
| Quest 10 Wealth Builders, Inc. | 14,437 | 13,780 | -657 (-4.6%) |
| HBW ADVISORY SERVICES LLC | 31,959 | 24,523 | -7,436 (-23.3%) |
| Penserra Capital Management LLC | 1,393,579 | 1,339,028 | -54,551 (-3.9%) |
| NewEdge Advisors, LLC | 182,080 | 43,546 | -138,534 (-76.1%) |
| Clear Point Advisors Inc. | 8,266 | 7,266 | -1,000 (-12.1%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 57,475 | 54,195 | -3,280 (-5.7%) |
| Certified Advisory Corp | 77,966 | 74,054 | -3,912 (-5.0%) |
| OSAIC HOLDINGS, INC. | 610,470 | 449,266 | -161,204 (-26.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | 63,498 | $2,896 |
| Keystone Wealth Services, LLC | 32,362 | $1,476 |
| Mach-1 Financial Group, LLC | 39,147 | $1,785 |
| Atlantic Private Wealth, LLC | 6,800 | $310 |
| LEIGH BALDWIN & CO., LLC | 6,825 | $311 |
| Kovitz Investment Group Partners, LLC | 329,274 | $15,015 |
| Strategic Blueprint, LLC | 17,355 | $791 |
| Virtue Capital Management, LLC | 10,528 | $259 |
| MMA ASSET MANAGEMENT LLC | 2,529 | $115 |
| Noble Wealth Management PBC | 1,500 | $68 |
| Arkadios Wealth Advisors | 21,876 | $998 |
| Gradient Investments LLC | 18,370 | $838 |
| SILVER OAK SECURITIES, INCORPORATED | 4,600 | $210 |
| Valmark Advisers, Inc. | 13,155 | $600 |
| JANE STREET GROUP, LLC | 112,711 | $5,140 |
| ROYAL BANK OF CANADA | 91 | $4 |
| ROTHSCHILD INVESTMENT LLC | 52 | $2 |
| Betterment LLC | 5,361 | $0 |