Ticker: XBJA CUSIP: 45783Y780 Class: US EQT ACC 9 BFR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cape Investment Advisory, Inc. | 2,400 | $77 |
| RAYMOND JAMES FINANCIAL INC | 7,808 | $250 |
| EverSource Wealth Advisors, LLC | 100 | $3 |
| UBS Group AG | 61 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sterling Financial Planning, Inc. | 267,275 | 274,850 | +7,575 (+2.8%) |
| Millington Financial Advisors, LLC | 77,329 | 83,477 | +6,148 (+8.0%) |
| GWN SECURITIES INC. | 24,449 | 30,597 | +6,148 (+25.1%) |
| Triad Wealth Partners, LLC | 10,306 | 16,576 | +6,270 (+60.8%) |
| OLD MISSION CAPITAL LLC | 12,104 | 34,301 | +22,197 (+183.4%) |
| Foundations Investment Advisors, LLC | 6,409 | 11,664 | +5,255 (+82.0%) |
| Brinker Capital Investments, LLC | 43,860 | 50,173 | +6,313 (+14.4%) |
| Atria Investments, Inc | 28,773 | 30,801 | +2,028 (+7.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 9,011 | 9,313 | +302 (+3.4%) |
| CWM, LLC | 32,477 | 34,761 | +2,284 (+7.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Noble Wealth Management PBC | 36,592 | 32,280 | -4,312 (-11.8%) |
| Encompass More Asset Management | 42,692 | 40,483 | -2,209 (-5.2%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 89,034 | 87,511 | -1,523 (-1.7%) |
| Sunbelt Securities, Inc. | 46,469 | 42,306 | -4,163 (-9.0%) |
| Brookstone Capital Management | 31,737 | 13,183 | -18,554 (-58.5%) |
| VESTIA PERSONAL WEALTH ADVISORS | 7,573 | 7,106 | -467 (-6.2%) |
| IFP Advisors, Inc | 7,252 | 952 | -6,300 (-86.9%) |
| OSAIC HOLDINGS, INC. | 152,812 | 123,048 | -29,764 (-19.5%) |
| Steward Partners Investment Advisory, LLC | 116,882 | 105,345 | -11,537 (-9.9%) |
| CENTAURUS FINANCIAL, INC. | 30,437 | 18,416 | -12,021 (-39.5%) |
| Visionary Wealth Advisors | 7,715 | 6,373 | -1,342 (-17.4%) |
| BARCLAYS PLC | 6,992 | 1,712 | -5,280 (-75.5%) |
| Snowden Capital Advisors LLC | 57,061 | 56,106 | -955 (-1.7%) |
| Kestra Advisory Services, LLC | 30,012 | 28,640 | -1,372 (-4.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 26,876 | 24,285 | -2,591 (-9.6%) |
| JT Stratford LLC | 7,355 | 7,205 | -150 (-2.0%) |
| AE Wealth Management LLC | 726 | 620 | -106 (-14.6%) |
| Farther Finance Advisors, LLC | 114 | 70 | -44 (-38.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Gradient Investments LLC | 19,370 | $606 |
| Mutual Advisors, LLC | 7,789 | $245 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,107 | $629 |
| CITADEL ADVISORS LLC | 19,402 | $607 |
| JPMORGAN CHASE & CO | 6,561 | $205 |