Ticker: APOC CUSIP: 45784N882 Class: EQUITY DEFINED P
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HOWARD BAILEY SECURITIES, LLC | 39,779 | $1,042 |
| Lifestyle Asset Management, Inc. | 39,006 | $1,022 |
| WEALTHGARDEN F.S. LLC | 10,201 | $269 |
| FSA Advisors, Inc. | 8,598 | $225 |
| KFG WEALTH MANAGEMENT, LLC | 28,177 | $738 |
| Lloyd Advisory Services, LLC. | 6,977 | $183 |
| Csenge Advisory Group | 47,122 | $1,235 |
| MILESTONE ASSET MANAGEMENT, LLC | 8,099 | $212 |
| Financial Network Wealth Advisors LLC | 1,423 | $37 |
| CreativeOne Wealth, LLC | 35,277 | $924 |
| Brookstone Capital Management | 25,206 | $660 |
| Triumph Capital Management | 2,000 | $52 |
| Allworth Financial LP | 21,114 | $553 |
| Merit Financial Group, LLC | 8,228 | $216 |
| ENVESTNET ASSET MANAGEMENT INC | 9,141 | $240 |
| Steward Partners Investment Advisory, LLC | 423 | $11 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pachira Investments Inc. | 227,152 | 238,502 | +11,350 (+5.0%) |
| Soltis Investment Advisors LLC | 15,241 | 401,145 | +385,904 (+2532.0%) |
| Weaver Capital Management LLC | 81,114 | 103,523 | +22,409 (+27.6%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,220 | 36,127 | +26,907 (+291.8%) |
| AE Wealth Management LLC | 1,998 | 94,237 | +92,239 (+4616.6%) |
| RAYMOND JAMES FINANCIAL INC | 804,477 | 1,547,493 | +743,016 (+92.4%) |
| OSAIC HOLDINGS, INC. | 24,486 | 146,140 | +121,654 (+496.8%) |
| SYKON CAPITAL LLC | 17,809 | 18,658 | +849 (+4.8%) |
| BECK CAPITAL MANAGEMENT, LLC | 39,644 | 40,250 | +606 (+1.5%) |
| HARBOUR INVESTMENTS, INC. | 8,250 | 13,432 | +5,182 (+62.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,836 | 36,686 | +23,850 (+185.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,351 | 38,028 | +22,677 (+147.7%) |
| CENTAURUS FINANCIAL, INC. | 52,899 | 63,070 | +10,171 (+19.2%) |
| Gallagher Fiduciary Advisors, LLC | 17,245 | 18,575 | +1,330 (+7.7%) |
| Kestra Advisory Services, LLC | 8,543 | 9,793 | +1,250 (+14.6%) |
| Cetera Investment Advisers | 28,321 | 29,009 | +688 (+2.4%) |
| IFP Advisors, Inc | 10,216 | 10,510 | +294 (+2.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hiley Hunt Wealth Management | 27,833 | 15,833 | -12,000 (-43.1%) |
| WINNOW WEALTH LLC | 12,203 | 11,074 | -1,129 (-9.3%) |
| Ausdal Financial Partners, Inc. | 16,867 | 10,939 | -5,928 (-35.1%) |
| Accurate Wealth Management, LLC | 15,286 | 14,654 | -632 (-4.1%) |
| Cambridge Investment Research Advisors, Inc. | 141,347 | 71,295 | -70,052 (-49.6%) |
| HBW ADVISORY SERVICES LLC | 11,866 | 11,645 | -221 (-1.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WorthPointe, LLC | 9,034 | $234 |
| Brinker Capital Investments, LLC | 23,215 | $602 |
| Kingsview Wealth Management, LLC | 11,623 | $301 |
| Ameritas Advisory Services, LLC | 3,970 | $103 |
| GOLDMAN SACHS GROUP INC | 21,759 | $564 |
| CITADEL ADVISORS LLC | 12,560 | $326 |
| Advisory Services Network, LLC | 2,454 | $64 |