CUSIP: 46133G107 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cottage Street Advisors LLC | 10,000 | $100 |
| IFP Advisors, Inc | 48,236 | $480 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,911 | $109 |
| Avior Wealth Management, LLC | 15,700 | $156 |
| Stratos Wealth Partners, LTD. | 28,877 | $288 |
| CITADEL ADVISORS LLC | 83,681 | $833 |
| MERCER GLOBAL ADVISORS INC /ADV | 10,950 | $109 |
| Kestra Advisory Services, LLC | 3,505 | $35 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Robinson Capital Management, LLC | 493,877 | 573,877 | +80,000 (+16.2%) |
| North Ground Capital | 213,750 | 238,367 | +24,617 (+11.5%) |
| Hennion & Walsh Asset Management, Inc. | 845,114 | 899,854 | +54,740 (+6.5%) |
| GUGGENHEIM CAPITAL LLC | 1,040,324 | 1,203,595 | +163,271 (+15.7%) |
| NewEdge Advisors, LLC | 142,603 | 403,042 | +260,439 (+182.6%) |
| Kercheville Advisors, LLC | 11,000 | 16,000 | +5,000 (+45.5%) |
| &PARTNERS | 88,753 | 110,320 | +21,567 (+24.3%) |
| WELLS FARGO & COMPANY/MN | 390,528 | 424,481 | +33,953 (+8.7%) |
| Advisors Asset Management, Inc. | 239,865 | 248,205 | +8,340 (+3.5%) |
| Mariner, LLC | 49,915 | 76,415 | +26,500 (+53.1%) |
| MORGAN STANLEY | 639,599 | 672,514 | +32,915 (+5.1%) |
| Savant Capital, LLC | 13,375 | 29,682 | +16,307 (+121.9%) |
| Compound Planning, Inc. | 22,010 | 28,277 | +6,267 (+28.5%) |
| OSAIC HOLDINGS, INC. | 80,036 | 90,465 | +10,429 (+13.0%) |
| ROYAL BANK OF CANADA | 223,693 | 233,380 | +9,687 (+4.3%) |
| STIFEL FINANCIAL CORP | 197,326 | 204,896 | +7,570 (+3.8%) |
| Cetera Investment Advisers | 131,971 | 137,817 | +5,846 (+4.4%) |
| UBS Group AG | 247,560 | 253,595 | +6,035 (+2.4%) |
| BANK OF AMERICA CORP /DE/ | 56,946 | 61,743 | +4,797 (+8.4%) |
| HighTower Advisors, LLC | 12,392 | 14,884 | +2,492 (+20.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Noble Wealth Management PBC | 9,000 | 3,500 | -5,500 (-61.1%) |
| Allspring Global Investments Holdings, LLC | 643,184 | 372,967 | -270,217 (-42.0%) |
| Bramshill Investments, LLC | 23,850 | 11,300 | -12,550 (-52.6%) |
| Stratos Wealth Advisors, LLC | 245,651 | 239,797 | -5,854 (-2.4%) |
| StoneX Group Inc. | 74,587 | 67,300 | -7,287 (-9.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 260,721 | 192,547 | -68,174 (-26.1%) |
| Citizens National Bank Trust Department | 14,400 | 11,900 | -2,500 (-17.4%) |
| SIT INVESTMENT ASSOCIATES INC | 740,007 | 693,967 | -46,040 (-6.2%) |
| JANE STREET GROUP, LLC | 39,220 | 13,816 | -25,404 (-64.8%) |
| AMERIPRISE FINANCIAL INC | 352,264 | 341,629 | -10,635 (-3.0%) |
| Rockefeller Capital Management L.P. | 48,377 | 44,279 | -4,098 (-8.5%) |
| Capital Investment Advisors, LLC | 28,349 | 25,554 | -2,795 (-9.9%) |
| AlphaCore Capital LLC | 21,155 | 19,025 | -2,130 (-10.1%) |
| GOLDMAN SACHS GROUP INC | 106,602 | 103,812 | -2,790 (-2.6%) |
| OPPENHEIMER & CO INC | 38,360 | 36,754 | -1,606 (-4.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Rareview Capital LLC | 254,038 | $2,383 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 597,976 | $5,890 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 63,700 | $627 |
| Quarry LP | 32,600 | $321 |
| Scarborough Advisors, LLC | 29,000 | $286 |
| MACKAY SHIELDS LLC | 94,994 | $936 |
| Waverly Advisors, LLC | 18,523 | $182 |
| Invesco Ltd. | 40,240 | $396 |
| CURIO WEALTH, LLC | 1,157 | $11 |
| Farther Finance Advisors, LLC | 7,000 | $69 |
| Wealthspire Advisors, LLC | 3,562 | $35 |
| Ameritas Advisory Services, LLC | 1,817 | $18 |
| Atlantic Union Bankshares Corp | 250 | $2 |