Ticker: RFLR CUSIP: 45784N502 Class: US SMALL CAP MNG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CreativeOne Wealth, LLC | 41,803 | $1,190 |
| SRS Capital Advisors, Inc. | 30,898 | $879 |
| Triumph Capital Management | 2,588 | $74 |
| Kingsview Wealth Management, LLC | 13,545 | $385 |
| SIGNATUREFD, LLC | 12,247 | $349 |
| Perigon Wealth Management, LLC | 7,475 | $213 |
| Rockefeller Capital Management L.P. | 29,719 | $846 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,439 | $450 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WINNOW WEALTH LLC | 88,271 | 114,981 | +26,710 (+30.3%) |
| Rothschild Wealth LLC | 17,064 | 34,103 | +17,039 (+99.9%) |
| Worth Financial Advisory Group, LLC | 13,290 | 15,629 | +2,339 (+17.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,618 | 37,327 | +26,709 (+251.5%) |
| Capital Investment Advisory Services, LLC | 7,744 | 9,335 | +1,591 (+20.5%) |
| Signal Advisors Wealth, LLC | 17,458 | 18,550 | +1,092 (+6.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 27,854 | 31,063 | +3,209 (+11.5%) |
| Chicago Partners Investment Group LLC | 7,485 | 8,364 | +879 (+11.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MORGAN STANLEY | 45,043 | 269 | -44,774 (-99.4%) |
| Claro Advisors Inc. | 8,172 | 7,593 | -579 (-7.1%) |
| AE Wealth Management LLC | 891 | 380 | -511 (-57.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Luminist Capital LLC | 12,416 | $344 |
| OLD MISSION CAPITAL LLC | 15,812 | $439 |