CUSIP: 46131F101 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HIGHLINE WEALTH PARTNERS LLC | 250 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fiera Capital Corp | 57,564 | 110,547 | +52,983 (+92.0%) |
| CoreCap Advisors, LLC | 657 | 11,668 | +11,011 (+1676.0%) |
| Mallini Complete Financial Planning LLC | 19,286 | 19,542 | +256 (+1.3%) |
| AMERIPRISE FINANCIAL INC | 30,516 | 37,037 | +6,521 (+21.4%) |
| Cetera Investment Advisers | 14,492 | 15,389 | +897 (+6.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,095 | 11,252 | +157 (+1.4%) |
| Atlantic Union Bankshares Corp | 2,401 | 2,440 | +39 (+1.6%) |
| Kilter Group LLC | 1,152 | 1,181 | +29 (+2.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Shaker Financial Services, LLC | 112,225 | 50,276 | -61,949 (-55.2%) |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 12,214 | 12,012 | -202 (-1.7%) |
| NewEdge Advisors, LLC | 48,188 | 46,688 | -1,500 (-3.1%) |
| MORGAN STANLEY | 11,521 | 10,303 | -1,218 (-10.6%) |
| OSAIC HOLDINGS, INC. | 8,313 | 7,121 | -1,192 (-14.3%) |
| UBS Group AG | 28,286 | 27,336 | -950 (-3.4%) |
| WELLS FARGO & COMPANY/MN | 12,878 | 12,295 | -583 (-4.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Key Financial Inc | 421 | $5 |