Ticker: ZDEK CUSIP: 45784N858 Class: EQUITY DEFINED P
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BROWN WEALTH MANAGEMENT, LLC | 78,394 | $2,018 |
| Diligent Investors, LLC | 40,000 | $1,029 |
| CENTRAL VALLEY ADVISORS, LLC | 22,820 | $587 |
| SYKON CAPITAL LLC | 10,390 | $267 |
| OPTIMA CAPITAL LLC | 7,458 | $192 |
| Lifestyle Asset Management, Inc. | 9,146 | $235 |
| Continuum Advisory, LLC | 22,643 | $583 |
| Plan Group Financial, LLC | 9,738 | $251 |
| Sovran Advisors, LLC | 24,244 | $625 |
| Integrity Advisory Solutions, LLC | 14,510 | $373 |
| Virtue Capital Management, LLC | 11,831 | $304 |
| Kovack Advisors, Inc. | 21,842 | $562 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 8,723 | $225 |
| Waverly Advisors, LLC | 40,275 | $1,037 |
| CreativeOne Wealth, LLC | 10,472 | $270 |
| Concurrent Investment Advisors, LLC | 15,026 | $387 |
| Alaska Permanent Capital Management | 3,830 | $99 |
| JANE STREET GROUP, LLC | 135,741 | $3,494 |
| SageView Advisory Group, LLC | 5,600 | $144 |
| AXXCESS WEALTH MANAGEMENT, LLC | 7,803 | $201 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 17,093 | 79,702 | +62,609 (+366.3%) |
| AssuredPartners Investment Advisors, LLC | 19,226 | 44,279 | +25,053 (+130.3%) |
| GWN SECURITIES INC. | 14,800 | 31,013 | +16,213 (+109.5%) |
| KFG WEALTH MANAGEMENT, LLC | 80,299 | 96,587 | +16,288 (+20.3%) |
| Vantage Financial Partners, LLC | 17,486 | 31,028 | +13,542 (+77.4%) |
| Sonoma Allocations LLC | 10,776 | 14,670 | +3,894 (+36.1%) |
| IMG Wealth Management, Inc. | 8,206 | 10,267 | +2,061 (+25.1%) |
| RPS ADVISORY SOLUTIONS LLC | 11,387 | 13,626 | +2,239 (+19.7%) |
| Marshall Financial Group LLC | 29,520 | 33,602 | +4,082 (+13.8%) |
| Clear Creek Financial Management, LLC | 14,813 | 21,516 | +6,703 (+45.3%) |
| OLD MISSION CAPITAL LLC | 16,039 | 32,030 | +15,991 (+99.7%) |
| Trek Financial, LLC | 34,276 | 38,358 | +4,082 (+11.9%) |
| RAYMOND JAMES FINANCIAL INC | 155,834 | 284,843 | +129,009 (+82.8%) |
| OSAIC HOLDINGS, INC. | 66,194 | 119,300 | +53,106 (+80.2%) |
| Kestra Advisory Services, LLC | 110,134 | 134,193 | +24,059 (+21.8%) |
| Brookstone Capital Management | 37,735 | 50,187 | +12,452 (+33.0%) |
| Advisory Services Network, LLC | 2,000 | 13,096 | +11,096 (+554.8%) |
| Farther Finance Advisors, LLC | 6,626 | 16,428 | +9,802 (+147.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 164,995 | 202,182 | +37,187 (+22.5%) |
| HARBOUR INVESTMENTS, INC. | 193,450 | 196,686 | +3,236 (+1.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FSA Advisors, Inc. | 27,616 | 17,156 | -10,460 (-37.9%) |
| FC Advisory LLC | 47,499 | 30,826 | -16,673 (-35.1%) |
| Owen LaRue, LLC | 67,781 | 62,732 | -5,049 (-7.4%) |
| Archer Investment Corp | 52,046 | 46,598 | -5,448 (-10.5%) |
| Allegiance Financial Group Advisory Services LLC | 22,652 | 18,481 | -4,171 (-18.4%) |
| AE Wealth Management LLC | 116,029 | 28,673 | -87,356 (-75.3%) |
| Noble Wealth Management PBC | 3,209 | 1,286 | -1,923 (-59.9%) |
| CARY STREET PARTNERS FINANCIAL LLC | 217,254 | 204,087 | -13,167 (-6.1%) |
| CENTAURUS FINANCIAL, INC. | 57,685 | 34,100 | -23,585 (-40.9%) |
| Kingsview Wealth Management, LLC | 32,067 | 25,577 | -6,490 (-20.2%) |
| Beacon Pointe Advisors, LLC | 16,489 | 8,710 | -7,779 (-47.2%) |
| ROTHSCHILD INVESTMENT LLC | 15,200 | 14,200 | -1,000 (-6.6%) |
| Steward Partners Investment Advisory, LLC | 9,188 | 8,398 | -790 (-8.6%) |
| Capital Analysts, LLC | 30,612 | 23,472 | -7,140 (-23.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| HOWARD BAILEY SECURITIES, LLC | 51,629 | $1,304 |
| PFG Private Wealth Management, LLC | 20,940 | $529 |
| Alpine Bank Wealth Management | 18,750 | $474 |
| Csenge Advisory Group | 46,957 | $1,186 |
| Buckingham Strategic Partners | 36,962 | $943 |
| CITADEL ADVISORS LLC | 10,350 | $261 |
| HRT FINANCIAL LP | 11,693 | $0 |