Ticker: DDFS CUSIP: 45784N486 Class: EQUITY DUAL DIRC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AssuredPartners Investment Advisors, LLC | 14,423 | $306 |
| CRA Financial Services, LLC | 9,500 | $201 |
| OLD MISSION CAPITAL LLC | 38,691 | $820 |
| Noble Wealth Management PBC | 1,500 | $32 |
| Foundations Investment Advisors, LLC | 24,151 | $512 |
| Kestra Advisory Services, LLC | 8,000 | $170 |
| SRS Capital Advisors, Inc. | 806 | $17 |
| UBS Group AG | 645 | $14 |
| Farther Finance Advisors, LLC | 482 | $10 |
| BARCLAYS PLC | 113 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | 109,100 | 120,800 | +11,700 (+10.7%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,681 | 110,736 | +100,055 (+936.8%) |
| Visionary Wealth Advisors | 30,643 | 32,559 | +1,916 (+6.3%) |
| Brookstone Capital Management | 27,943 | 29,813 | +1,870 (+6.7%) |
| IFP Advisors, Inc | 2,507 | 3,972 | +1,465 (+58.4%) |
| HARBOUR INVESTMENTS, INC. | 48,063 | 49,218 | +1,155 (+2.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 220,348 | 223,788 | +3,440 (+1.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 26,725 | 28,136 | +1,411 (+5.3%) |
| KINGSWOOD WEALTH ADVISORS, LLC | 42,669 | 43,149 | +480 (+1.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clearstead Advisors, LLC | 48,500 | 38,520 | -9,980 (-20.6%) |
| JANE STREET GROUP, LLC | 31,184 | 15,323 | -15,861 (-50.9%) |
| CENTAURUS FINANCIAL, INC. | 36,568 | 29,061 | -7,507 (-20.5%) |
| NewEdge Advisors, LLC | 10,700 | 10,456 | -244 (-2.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Elmwood Wealth Management, Inc. | 22,883 | $478 |
| Kingsview Wealth Management, LLC | 15,251 | $319 |
| Advisory Services Network, LLC | 1,500 | $31 |