Ticker: RSPF CUSIP: 46137V340 Class: &P500 EQL FIN
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SYKON CAPITAL LLC | 11,294 | $887 |
| Hills Bank & Trust Co | 8,729 | $685 |
| BIP Wealth, LLC | 5,974 | $469 |
| EVOKE WEALTH, LLC | 10,029 | $787 |
| Waverly Advisors, LLC | 1,625 | $128 |
| Steward Partners Investment Advisory, LLC | 1,163 | $91 |
| IFP Advisors, Inc | 451 | $35 |
| SRS Capital Advisors, Inc. | 449 | $35 |
| DecisionPoint Financial, LLC | 119 | $9 |
| Salomon & Ludwin, LLC | 151 | $12 |
| FLAGSHIP HARBOR ADVISORS, LLC | 168 | $13 |
| CWM, LLC | 100 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Joseph Group Capital Management | 104,088 | 105,773 | +1,685 (+1.6%) |
| AMERIPRISE FINANCIAL INC | 3,745 | 17,460 | +13,715 (+366.2%) |
| WELLS FARGO & COMPANY/MN | 47,060 | 53,662 | +6,602 (+14.0%) |
| Kestra Advisory Services, LLC | 13,118 | 14,817 | +1,699 (+13.0%) |
| GOLDMAN SACHS GROUP INC | 22,301 | 24,700 | +2,399 (+10.8%) |
| MORGAN STANLEY | 62,079 | 63,917 | +1,838 (+3.0%) |
| MML INVESTORS SERVICES, LLC | 4,559 | 5,274 | +715 (+15.7%) |
| FMR LLC | 1,776 | 2,536 | +760 (+42.8%) |
| JONES FINANCIAL COMPANIES LLLP | 11,857 | 12,075 | +218 (+1.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 6,195 | 6,326 | +131 (+2.1%) |
| AE Wealth Management LLC | 648 | 770 | +122 (+18.8%) |
| Cambridge Investment Research Advisors, Inc. | 6,409 | 6,811 | +402 (+6.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Davis Investment Partners, LLC | 72,565 | 66,249 | -6,316 (-8.7%) |
| Yoder Wealth Management, Inc. | 43,758 | 43,252 | -506 (-1.2%) |
| Harbor Asset Planning, Inc. | 5,196 | 4,733 | -463 (-8.9%) |
| Friedenthal Financial | 8,116 | 7,713 | -403 (-5.0%) |
| FRG Family Wealth Advisors LLC | 17,345 | 16,660 | -685 (-3.9%) |
| Allen Capital Group, LLC | 52,509 | 51,911 | -598 (-1.1%) |
| UBS Group AG | 102,122 | 56,050 | -46,072 (-45.1%) |
| BANK OF AMERICA CORP /DE/ | 280,253 | 245,684 | -34,569 (-12.3%) |
| OSAIC HOLDINGS, INC. | 24,199 | 13,405 | -10,794 (-44.6%) |
| Focus Financial Network, Inc. | 18,908 | 17,815 | -1,093 (-5.8%) |
| Private Advisor Group, LLC | 23,024 | 19,420 | -3,604 (-15.7%) |
| NewEdge Advisors, LLC | 153,319 | 150,684 | -2,635 (-1.7%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,769 | 4,293 | -8,476 (-66.4%) |
| MGO ONE SEVEN LLC | 5,408 | 4,081 | -1,327 (-24.5%) |
| Cetera Investment Advisers | 113,746 | 110,023 | -3,723 (-3.3%) |
| Farther Finance Advisors, LLC | 51,851 | 51,098 | -753 (-1.5%) |
| Empirical Asset Management, LLC | 7,302 | 7,202 | -100 (-1.4%) |
| Clearstead Advisors, LLC | 5,245 | 4,190 | -1,055 (-20.1%) |
| HighTower Advisors, LLC | 19,997 | 17,963 | -2,034 (-10.2%) |
| ROYAL BANK OF CANADA | 17,153 | 14,954 | -2,199 (-12.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Live Oak Investment Partners | 23,173 | $1,802 |
| Sandbox Financial Partners, LLC | 21,613 | $1,681 |
| Accordant Advisory Group Inc | 3,477 | $270 |
| Strategic Blueprint, LLC | 6,141 | $478 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 93,919 | $7,327 |
| North Capital, Inc. | 321 | $25 |
| ORG Partners LLC | 657 | $51 |
| Integrated Wealth Concepts LLC | 3,219 | $250 |
| Midwest Capital Advisors, LLC | 201 | $16 |
| TWO SIGMA INVESTMENTS, LP | 7,500 | $583 |
| PRINCIPAL SECURITIES, INC. | 1,896 | $147 |
| CITADEL ADVISORS LLC | 7,522 | $585 |
| Advisory Services Network, LLC | 500 | $39 |
| CARDIFF PARK ADVISORS, LLC | 200 | $16 |
| GLENMEDE TRUST CO NA | 368 | $27 |
| CITIGROUP INC | 235 | $18 |
| Financial Gravity Asset Management, Inc. | 70 | $5 |
| Thrivent Financial for Lutherans | 16,135 | $1 |
| Ameritas Advisory Services, LLC | 41 | $3 |