Ticker: AJUL CUSIP: 45783Y236 Class: EQUITY DEFINED P
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Waverly Advisors, LLC | 20,349 | $592 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,741 | $1,213 |
| SageView Advisory Group, LLC | 1,926 | $56 |
| BARCLAYS PLC | 5,145 | $150 |
| UBS Group AG | 575 | $17 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 11,654 | 38,701 | +27,047 (+232.1%) |
| Belpointe Asset Management LLC | 13,842 | 14,701 | +859 (+6.2%) |
| Steward Partners Investment Advisory, LLC | 767 | 1,150 | +383 (+49.9%) |
| BANK OF AMERICA CORP /DE/ | 1,000 | 1,100 | +100 (+10.0%) |
| IFP Advisors, Inc | 695 | 705 | +10 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Brookstone Capital Management | 30,132 | 23,917 | -6,215 (-20.6%) |
| Applied Capital LLC | 8,693 | 8,413 | -280 (-3.2%) |
| Tradition Wealth Management, LLC | 9,065 | 8,307 | -758 (-8.4%) |
| RAYMOND JAMES FINANCIAL INC | 124,766 | 122,152 | -2,614 (-2.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 100,924 | 99,565 | -1,359 (-1.3%) |
| Trek Financial, LLC | 17,121 | 16,799 | -322 (-1.9%) |
| AE Wealth Management LLC | 27,631 | 27,060 | -571 (-2.1%) |
| JPMORGAN CHASE & CO | 1,079 | 979 | -100 (-9.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 1,750 | $50 |