Ticker: RSPU CUSIP: 46137V274 Class: RSPU
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| VICTORY FINANCIAL GROUP, LLC | 14,858 | $1,111 |
| PLANNING DIRECTIONS INC | 2,894 | $216 |
| Montis Financial, LLC | 3,088 | $231 |
| World Investment Advisors | 18,870 | $1,411 |
| Tower Research Capital LLC (TRC) | 5,642 | $422 |
| INTEGRITY ALLIANCE, LLC. | 2,961 | $221 |
| Basepoint Wealth LLC | 280 | $21 |
| GOLDMAN SACHS GROUP INC | 32,238 | $2,411 |
| Concurrent Investment Advisors, LLC | 2,907 | $217 |
| MML INVESTORS SERVICES, LLC | 4,328 | $324 |
| CITADEL ADVISORS LLC | 7,049 | $527 |
| Sanctuary Advisors, LLC | 2,687 | $201 |
| HOLLENCREST CAPITAL MANAGEMENT | 602 | $45 |
| SRS Capital Advisors, Inc. | 510 | $38 |
| FLAGSHIP HARBOR ADVISORS, LLC | 107 | $8 |
| Elevated Capital Advisors, LLC | 44 | $3 |
| HRT FINANCIAL LP | 8,348 | $1 |
| Investors Research Corp | 26 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| DENVER WEALTH MANAGEMENT, INC. | 13,903 | 95,156 | +81,253 (+584.4%) |
| Marshall & Sterling Wealth Advisors Inc. | 37,627 | 38,044 | +417 (+1.1%) |
| STUDIO INVESTMENT MANAGEMENT LLC | 91,967 | 94,394 | +2,427 (+2.6%) |
| WealthCare Investment Partners, LLC | 46,571 | 47,465 | +894 (+1.9%) |
| Bogart Wealth, LLC | 38,154 | 60,190 | +22,036 (+57.8%) |
| MFA Wealth Services | 18,315 | 18,708 | +393 (+2.1%) |
| HARBOUR INVESTMENTS, INC. | 4,312 | 26,341 | +22,029 (+510.9%) |
| American Trust | 14,315 | 14,993 | +678 (+4.7%) |
| Flaharty Asset Management, LLC | 16,399 | 17,625 | +1,226 (+7.5%) |
| Jackson Wealth Management, LLC | 32,116 | 33,230 | +1,114 (+3.5%) |
| Perigon Wealth Management, LLC | 3,014 | 7,216 | +4,202 (+139.4%) |
| MORGAN STANLEY | 197,282 | 260,293 | +63,011 (+31.9%) |
| LPL Financial LLC | 562,579 | 586,864 | +24,285 (+4.3%) |
| Ausdal Financial Partners, Inc. | 16,496 | 17,692 | +1,196 (+7.3%) |
| Joseph P. Lucia & Associates, LLC | 7,005 | 7,172 | +167 (+2.4%) |
| RAYMOND JAMES FINANCIAL INC | 128,887 | 139,328 | +10,441 (+8.1%) |
| Geneos Wealth Management Inc. | 18,233 | 19,450 | +1,217 (+6.7%) |
| SCOTIA CAPITAL INC. | 11,020 | 14,417 | +3,397 (+30.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,454 | 16,408 | +6,954 (+73.6%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,852 | 20,242 | +5,390 (+36.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Friedenthal Financial | 41,690 | 39,756 | -1,934 (-4.6%) |
| Stelac Advisory Services LLC | 9,912 | 7,712 | -2,200 (-22.2%) |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 34,957 | 27,219 | -7,738 (-22.1%) |
| BROOKS, MOORE & ASSOCIATES, INC. | 5,035 | 4,535 | -500 (-9.9%) |
| Walker Asset Management, LLC | 6,517 | 6,191 | -326 (-5.0%) |
| OSAIC HOLDINGS, INC. | 153,984 | 111,135 | -42,849 (-27.8%) |
| BANK OF AMERICA CORP /DE/ | 455,046 | 416,103 | -38,943 (-8.6%) |
| Private Advisor Group, LLC | 14,811 | 8,236 | -6,575 (-44.4%) |
| Fearless Solutions, LLC dba Best Invest | 3,433 | 3,353 | -80 (-2.3%) |
| Nova Wealth Management, Inc. | 4,536 | 4,481 | -55 (-1.2%) |
| NewEdge Advisors, LLC | 94,093 | 92,134 | -1,959 (-2.1%) |
| AMERIPRISE FINANCIAL INC | 35,392 | 31,903 | -3,489 (-9.9%) |
| Advisory Services Network, LLC | 41,262 | 40,326 | -936 (-2.3%) |
| MONEY CONCEPTS CAPITAL CORP | 4,289 | 3,779 | -510 (-11.9%) |
| HighTower Advisors, LLC | 7,992 | 6,560 | -1,432 (-17.9%) |
| Equitable Holdings, Inc. | 4,994 | 4,096 | -898 (-18.0%) |
| JPMORGAN CHASE & CO | 24,846 | 24,291 | -555 (-2.2%) |
| Focus Financial Network, Inc. | 3,129 | 2,862 | -267 (-8.5%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,476 | 23,808 | -668 (-2.7%) |
| AE Wealth Management LLC | 569 | 464 | -105 (-18.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Uniting Wealth Partners, LLC | 71,591 | $5,488 |
| First Heartland Consultants, Inc. | 2,661 | $204 |
| PRIVATE TRUST CO NA | 1,748 | $134 |
| Main Street Group, LTD | 452 | $35 |
| Clearstead Advisors, LLC | 4,498 | $345 |
| Baird Financial Group, Inc. | 17,116 | $1,312 |
| Merit Financial Group, LLC | 4,774 | $366 |
| Integrated Wealth Concepts LLC | 3,850 | $295 |
| Envestnet Portfolio Solutions, Inc. | 4,712 | $361 |
| D. E. Shaw & Co., Inc. | 8,361 | $641 |
| Quantinno Capital Management LP | 2,802 | $215 |
| PRINCIPAL SECURITIES, INC. | 896 | $69 |
| SIGNATUREFD, LLC | 580 | $44 |
| SALEM INVESTMENT COUNSELORS INC | 87 | $7 |
| SIMPLEX TRADING, LLC | 34 | $0 |