Ticker: RSPD CUSIP: 46137V381 Class: S&P500 EQL DIS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 29,739 | $1,696 |
| United Asset Strategies, Inc. | 55,154 | $3,145 |
| Hills Bank & Trust Co | 17,851 | $1,018 |
| Blue Chip Partners, LLC | 5,170 | $295 |
| Focus Partners Wealth | 37,925 | $2,163 |
| TD Waterhouse Canada Inc. | 9,892 | $564 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,465 | $483 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 600 | $34 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 70 | $4 |
| Cambridge Investment Research Advisors, Inc. | 4,312 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 127,775 | 130,086 | +2,311 (+1.8%) |
| Harel Insurance Investments & Financial Services Ltd. | 720,557 | 824,352 | +103,795 (+14.4%) |
| VISTA INVESTMENT MANAGEMENT | 31,802 | 32,649 | +847 (+2.7%) |
| Legacy Private Trust Co. | 29,723 | 33,879 | +4,156 (+14.0%) |
| WELLS FARGO & COMPANY/MN | 125,853 | 154,469 | +28,616 (+22.7%) |
| Sound Income Strategies, LLC | 10 | 1,194 | +1,184 (+11840.0%) |
| SCOTIA CAPITAL INC. | 49,764 | 53,543 | +3,779 (+7.6%) |
| UBS Group AG | 33,238 | 38,994 | +5,756 (+17.3%) |
| MORGAN STANLEY | 38,752 | 43,228 | +4,476 (+11.6%) |
| BANK OF AMERICA CORP /DE/ | 52,216 | 56,415 | +4,199 (+8.0%) |
| RAYMOND JAMES FINANCIAL INC | 143,978 | 146,612 | +2,634 (+1.8%) |
| NATIONAL BANK OF CANADA /FI/ | 299 | 1,109 | +810 (+270.9%) |
| Private Advisor Group, LLC | 15,152 | 15,457 | +305 (+2.0%) |
| STIFEL FINANCIAL CORP | 4,457 | 4,519 | +62 (+1.4%) |
| VALLEY NATIONAL ADVISERS INC | 90 | 245 | +155 (+172.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Davis Investment Partners, LLC | 23,002 | 17,002 | -6,000 (-26.1%) |
| Yoder Wealth Management, Inc. | 33,079 | 31,378 | -1,701 (-5.1%) |
| Friedenthal Financial | 27,045 | 25,901 | -1,144 (-4.2%) |
| REDMONT WEALTH ADVISORS LLC | 10,000 | 8,980 | -1,020 (-10.2%) |
| Walker Asset Management, LLC | 21,061 | 20,564 | -497 (-2.4%) |
| LEUTHOLD GROUP, LLC | 68,409 | 65,981 | -2,428 (-3.5%) |
| Sanctuary Advisors, LLC | 61,297 | 11,733 | -49,564 (-80.9%) |
| Collier Financial | 1,177 | 804 | -373 (-31.7%) |
| ROYAL BANK OF CANADA | 101,891 | 29,965 | -71,926 (-70.6%) |
| Clearstead Advisors, LLC | 6,353 | 540 | -5,813 (-91.5%) |
| LPL Financial LLC | 230,901 | 199,620 | -31,281 (-13.5%) |
| OSAIC HOLDINGS, INC. | 13,498 | 2,055 | -11,443 (-84.8%) |
| JPMORGAN CHASE & CO | 73,241 | 52,138 | -21,103 (-28.8%) |
| UBS ASSET MANAGEMENT AMERICAS INC | 3,203 | 186 | -3,017 (-94.2%) |
| PINNACLE ASSOCIATES LTD | 23,715 | 22,545 | -1,170 (-4.9%) |
| Baird Financial Group, Inc. | 19,541 | 17,572 | -1,969 (-10.1%) |
| HighTower Advisors, LLC | 122,713 | 121,070 | -1,643 (-1.3%) |
| CoreCap Advisors, LLC | 4,078 | 3,419 | -659 (-16.2%) |
| AMERIPRISE FINANCIAL INC | 5,812 | 4,606 | -1,206 (-20.8%) |
| Waverly Advisors, LLC | 5,447 | 5,238 | -209 (-3.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SYKON CAPITAL LLC | 34,532 | $1,992 |
| BRIAN LOW FINANCIAL GROUP, LLC | 12,128 | $700 |
| PARK AVENUE SECURITIES LLC | 78,653 | $5 |
| Quantinno Capital Management LP | 6,658 | $384 |
| CITADEL ADVISORS LLC | 10,911 | $630 |
| Envestnet Portfolio Solutions, Inc. | 4,536 | $262 |
| Asset Dedication, LLC | 450 | $26 |
| Tower Research Capital LLC (TRC) | 582 | $34 |
| Wealthspire Advisors, LLC | 405 | $23 |
| Steward Partners Investment Advisory, LLC | 85 | $5 |