Ticker: XBAP CUSIP: 45783Y301 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Lido Advisors, LLC | 1,059,239 | $40,960 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Triad Wealth Partners, LLC | 8,482 | 13,668 | +5,186 (+61.1%) |
| OLD MISSION CAPITAL LLC | 28,401 | 31,461 | +3,060 (+10.8%) |
| Foundations Investment Advisors, LLC | 7,070 | 11,307 | +4,237 (+59.9%) |
| Brinker Capital Investments, LLC | 35,973 | 41,438 | +5,465 (+15.2%) |
| HighTower Advisors, LLC | 19,860 | 28,180 | +8,320 (+41.9%) |
| Atria Investments, Inc | 23,609 | 25,271 | +1,662 (+7.0%) |
| OSAIC HOLDINGS, INC. | 129,880 | 132,404 | +2,524 (+1.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 27,154 | 28,677 | +1,523 (+5.6%) |
| BARCLAYS PLC | 2 | 1,221 | +1,219 (+60950.0%) |
| CENTAURUS FINANCIAL, INC. | 14,382 | 16,225 | +1,843 (+12.8%) |
| CWM, LLC | 26,617 | 28,702 | +2,085 (+7.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Millington Financial Advisors, LLC | 108,644 | 93,507 | -15,137 (-13.9%) |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 292,283 | 280,679 | -11,604 (-4.0%) |
| VESTIA PERSONAL WEALTH ADVISORS | 22,210 | 20,011 | -2,199 (-9.9%) |
| IMG Wealth Management, Inc. | 4,133 | 1,352 | -2,781 (-67.3%) |
| Encompass More Asset Management | 36,089 | 34,224 | -1,865 (-5.2%) |
| Gradient Investments LLC | 14,106 | 6,045 | -8,061 (-57.1%) |
| Fragasso Group Inc. | 42,230 | 40,132 | -2,098 (-5.0%) |
| Allworth Financial LP | 142,902 | 131,751 | -11,151 (-7.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,270 | 7,576 | -21,694 (-74.1%) |
| DHJJ Financial Advisors, Ltd. | 10,924 | 10,704 | -220 (-2.0%) |
| Sunbelt Securities, Inc. | 5,246 | 4,596 | -650 (-12.4%) |
| JPMORGAN CHASE & CO | 3,951 | 2,755 | -1,196 (-30.3%) |
| LPL Financial LLC | 12,748 | 12,533 | -215 (-1.7%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,454 | 2,321 | -133 (-5.4%) |
| AE Wealth Management LLC | 621 | 533 | -88 (-14.2%) |
| Cambridge Investment Research Advisors, Inc. | 5,414 | 5,286 | -128 (-2.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 250 | $9 |
| UBS Group AG | 141 | $5 |