Ticker: PSTP CUSIP: 45783Y723 Class: POWER BUFFER SET
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FSA Advisors, Inc. | 21,214 | $365 |
| Cape Investment Advisory, Inc. | 9,000 | $318 |
| Lloyd Advisory Services, LLC. | 8,622 | $305 |
| Brooklyn Investment Group | 8,705 | $309 |
| GTS SECURITIES LLC | 9,071 | $321 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BROWN WEALTH MANAGEMENT, LLC | 277,938 | 290,966 | +13,028 (+4.7%) |
| Sunbelt Securities, Inc. | 341,300 | 360,494 | +19,194 (+5.6%) |
| OFC FINANCIAL PLANNING, LLC | 30,248 | 30,607 | +359 (+1.2%) |
| ROVIN CAPITAL /UT/ /ADV | 138,506 | 140,149 | +1,643 (+1.2%) |
| AE Wealth Management LLC | 64,246 | 109,901 | +45,655 (+71.1%) |
| Occidental Asset Management, LLC | 6,750 | 10,500 | +3,750 (+55.6%) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 42,887 | 44,743 | +1,856 (+4.3%) |
| MORGAN STANLEY | 366 | 3,625 | +3,259 (+890.4%) |
| Kestra Advisory Services, LLC | 26,513 | 28,288 | +1,775 (+6.7%) |
| Capital Investment Advisory Services, LLC | 1,764 | 2,296 | +532 (+30.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 650,656 | 520,081 | -130,575 (-20.1%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 69,977 | 42,301 | -27,676 (-39.6%) |
| WEALTHGARDEN F.S. LLC | 38,240 | 35,336 | -2,904 (-7.6%) |
| Lineweaver Wealth Advisors, LLC | 209,349 | 206,195 | -3,154 (-1.5%) |
| Krilogy Financial LLC | 128,301 | 112,161 | -16,140 (-12.6%) |
| PLANWISER FINANCIAL, LLC | 9,020 | 8,835 | -185 (-2.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 358,374 | 351,605 | -6,769 (-1.9%) |
| HARBOUR INVESTMENTS, INC. | 9,609 | 8,067 | -1,542 (-16.0%) |
| JPMORGAN CHASE & CO | 7,680 | 4,578 | -3,102 (-40.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 68,695 | 65,771 | -2,924 (-4.3%) |
| OSAIC HOLDINGS, INC. | 33,406 | 31,258 | -2,148 (-6.4%) |
| Cetera Investment Advisers | 126,610 | 125,196 | -1,414 (-1.1%) |
| Tradition Wealth Management, LLC | 15,911 | 15,683 | -228 (-1.4%) |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6,683 | 6,614 | -69 (-1.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Authentikos Wealth Advisory, LLC | 6,641 | $231 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,301 | $532 |
| CITADEL ADVISORS LLC | 8,308 | $289 |
| UBS Group AG | 423 | $15 |
| BARCLAYS PLC | 65 | $2 |