Ticker: ZMAY CUSIP: 45784N650 Class: EQUITY DEFINED P
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WealthCare Asset Management, LLC | 272,693 | $6,843 |
| RAYMOND JAMES FINANCIAL INC | 65,653 | $1,670 |
| COMMONWEALTH EQUITY SERVICES, LLC | 51,402 | $1,307 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,738 | $1,036 |
| OSAIC HOLDINGS, INC. | 36,493 | $928 |
| Lineweaver Wealth Advisors, LLC | 34,817 | $885 |
| KINGSWOOD WEALTH ADVISORS, LLC | 31,421 | $799 |
| Kestra Advisory Services, LLC | 29,001 | $737 |
| CENTRAL VALLEY ADVISORS, LLC | 25,783 | $656 |
| Farther Finance Advisors, LLC | 24,655 | $627 |
| Advisory Services Network, LLC | 21,798 | $554 |
| Brookstone Capital Management | 20,114 | $511 |
| OLD MISSION CAPITAL LLC | 15,329 | $390 |
| DHJJ Financial Advisors, Ltd. | 11,898 | $303 |
| EVOLUTION WEALTH MANAGEMENT INC. | 10,491 | $267 |
| KFG WEALTH MANAGEMENT, LLC | 9,418 | $240 |
| HARBOUR INVESTMENTS, INC. | 8,844 | $225 |
| WealthShield Partners, LLC | 8,242 | $210 |
| AE Wealth Management LLC | 1,961 | $50 |
| CoreCap Advisors, LLC | 1,029 | $26 |
| IFP Advisors, Inc | 1,026 | $26 |
| JPMORGAN CHASE & CO | 300 | $8 |
| JDM Financial Group LLC | 242 | $6 |
| UBS Group AG | 2 | $0 |
| Total (24 institutions) | 723,350 | $18,303 |