Ticker: XBJL CUSIP: 45783Y889 Class: US EQT ACLRTD 9
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Foundations Investment Advisors, LLC | 9,003 | $344 |
| EverSource Wealth Advisors, LLC | 100 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Millington Financial Advisors, LLC | 60,699 | 62,423 | +1,724 (+2.8%) |
| GWN SECURITIES INC. | 29,845 | 36,909 | +7,064 (+23.7%) |
| Triad Wealth Partners, LLC | 8,595 | 13,836 | +5,241 (+61.0%) |
| Brookstone Capital Management | 29,281 | 38,949 | +9,668 (+33.0%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,886 | 49,060 | +35,174 (+253.3%) |
| Brinker Capital Investments, LLC | 36,461 | 41,960 | +5,499 (+15.1%) |
| Atria Investments, Inc | 24,141 | 25,773 | +1,632 (+6.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 9,631 | 9,962 | +331 (+3.4%) |
| CWM, LLC | 27,073 | 29,087 | +2,014 (+7.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| A4 Wealth Advisors LLC | 25,997 | 11,505 | -14,492 (-55.7%) |
| OLD MISSION CAPITAL LLC | 259,408 | 33,130 | -226,278 (-87.2%) |
| Brown Financial Advisors | 115,446 | 113,115 | -2,331 (-2.0%) |
| Mattson Financial Services, LLC | 125,150 | 120,638 | -4,512 (-3.6%) |
| Paladin Wealth, LLC | 23,083 | 21,821 | -1,262 (-5.5%) |
| Gradient Investments LLC | 1,100,735 | 1,076,998 | -23,737 (-2.2%) |
| Chicago Partners Investment Group LLC | 60,270 | 39,804 | -20,466 (-34.0%) |
| Encompass More Asset Management | 36,007 | 34,151 | -1,856 (-5.2%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 87,346 | 86,376 | -970 (-1.1%) |
| Visionary Wealth Advisors | 13,732 | 11,141 | -2,591 (-18.9%) |
| BARCLAYS PLC | 4,453 | 59 | -4,394 (-98.7%) |
| LPL Financial LLC | 21,462 | 17,367 | -4,095 (-19.1%) |
| AE Wealth Management LLC | 4,318 | 1,912 | -2,406 (-55.7%) |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2,070 | 1,670 | -400 (-19.3%) |
| OSAIC HOLDINGS, INC. | 104,748 | 102,842 | -1,906 (-1.8%) |
| Snowden Capital Advisors LLC | 36,299 | 35,633 | -666 (-1.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,333 | 22,227 | -1,106 (-4.7%) |
| Sunbelt Securities, Inc. | 7,031 | 6,753 | -278 (-4.0%) |
| Steward Partners Investment Advisory, LLC | 3,074 | 2,595 | -479 (-15.6%) |
| IFP Advisors, Inc | 7,633 | 7,524 | -109 (-1.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BLVD Private Wealth, LLC | 5,660 | $212 |
| CoreCap Advisors, LLC | 18,144 | $679 |
| CITADEL ADVISORS LLC | 14,099 | $528 |
| JPMORGAN CHASE & CO | 1,280 | $48 |