Ticker: EQWL CUSIP: 46137V449 Class: S&P 100 EQL WIGH
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Financially Speaking Inc | 41,290 | $4,879 |
| Argent Advisors, Inc. | 88,020 | $10,400 |
| KPP Advisory Services LLC | 64,937 | $7,673 |
| Rothschild Wealth LLC | 61,587 | $7,277 |
| COMPASS CAPITAL MANAGEMENT, INC | 4,976 | $588 |
| Thrivent Financial for Lutherans | 185,144 | $22 |
| Capital Analysts, LLC | 15,280 | $2 |
| Mount Yale Investment Advisors, LLC | 3,414 | $403 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,740 | $206 |
| Zhang Financial LLC | 2,410 | $285 |
| Vestmark Advisory Solutions, Inc. | 3,414 | $403 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,810 | $214 |
| London & Capital Asset Management Ltd | 2,615 | $309 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,782 | $2,456 |
| Bank of New York Mellon Corp | 11,260 | $1,330 |
| QRG CAPITAL MANAGEMENT, INC. | 1,992 | $235 |
| CAPTRUST FINANCIAL ADVISORS | 3,771 | $446 |
| Quantinno Capital Management LP | 1,781 | $210 |
| Focus Partners Wealth | 1,757 | $208 |
| PITTENGER & ANDERSON INC | 250 | $30 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RFP Financial Group LLC | 347,311 | 458,426 | +111,115 (+32.0%) |
| Forza Wealth Management, LLC | 33,427 | 67,107 | +33,680 (+100.8%) |
| Able Wealth Management LLC | 101,552 | 112,920 | +11,368 (+11.2%) |
| Bond & Devick Financial Network, Inc. | 299,325 | 311,977 | +12,652 (+4.2%) |
| Prentice Wealth Management LLC | 137,744 | 146,049 | +8,305 (+6.0%) |
| CM WEALTH ADVISORS LLC | 116,249 | 117,908 | +1,659 (+1.4%) |
| YHB Investment Advisors, Inc. | 36,861 | 58,340 | +21,479 (+58.3%) |
| REDW Wealth LLC | 3,872 | 8,964 | +5,092 (+131.5%) |
| PCG Wealth Advisors, LLC | 44,713 | 45,315 | +602 (+1.3%) |
| PSI Advisors, LLC | 5,131 | 8,462 | +3,331 (+64.9%) |
| Fifth Third Securities, Inc. | 42,137 | 47,397 | +5,260 (+12.5%) |
| Michels Family Financial, LLC | 5,072 | 5,573 | +501 (+9.9%) |
| Nova Wealth Management, Inc. | 4,215 | 4,805 | +590 (+14.0%) |
| PATTEN & PATTEN INC/TN | 9,789 | 14,589 | +4,800 (+49.0%) |
| Advisory Services Network, LLC | 33,456 | 46,668 | +13,212 (+39.5%) |
| Sovereign Financial Group, Inc. | 10,592 | 11,768 | +1,176 (+11.1%) |
| AMERIPRISE FINANCIAL INC | 475,654 | 723,791 | +248,137 (+52.2%) |
| Private Advisor Group, LLC | 169,179 | 186,409 | +17,230 (+10.2%) |
| LPL Financial LLC | 1,608,640 | 1,765,365 | +156,725 (+9.7%) |
| Aptus Capital Advisors, LLC | 1,915 | 15,163 | +13,248 (+691.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Systelligence, LLC | 147,098 | 80,853 | -66,245 (-45.0%) |
| BECK CAPITAL MANAGEMENT, LLC | 47,674 | 30,131 | -17,543 (-36.8%) |
| Columbia River Financial Group, LLC | 38,451 | 37,408 | -1,043 (-2.7%) |
| CoreFirst Bank & Trust | 19,841 | 17,319 | -2,522 (-12.7%) |
| National Wealth Management Group, LLC | 25,425 | 24,475 | -950 (-3.7%) |
| Highview Capital Management LLC/DE/ | 33,395 | 32,867 | -528 (-1.6%) |
| Regal Investment Advisors LLC | 19,087 | 11,501 | -7,586 (-39.7%) |
| StoneX Group Inc. | 15,853 | 6,402 | -9,451 (-59.6%) |
| QTR Family Wealth, LLC | 5,397 | 4,753 | -644 (-11.9%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 15,046 | 11,690 | -3,356 (-22.3%) |
| Winthrop Capital Management, LLC | 7,711 | 6,683 | -1,028 (-13.3%) |
| First National Trust Co | 32,377 | 31,122 | -1,255 (-3.9%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 169,208 | 153,651 | -15,557 (-9.2%) |
| RAYMOND JAMES FINANCIAL INC | 244,465 | 225,378 | -19,087 (-7.8%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8,865 | 8,246 | -619 (-7.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 89,817 | 84,815 | -5,002 (-5.6%) |
| EP Wealth Advisors, LLC | 4,125 | 2,426 | -1,699 (-41.2%) |
| JANE STREET GROUP, LLC | 4,295 | 2,072 | -2,223 (-51.8%) |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,192 | 9,910 | -282 (-2.8%) |
| J.W. COLE ADVISORS, INC. | 7,949 | 7,474 | -475 (-6.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| VISTA INVESTMENT PARTNERS II, LLC | 21,621 | $2,479 |
| Integrated Wealth Concepts LLC | 39,856 | $4,571 |
| SANDERS MORRIS HARRIS LLC | 2,093 | $240 |
| TWO SIGMA INVESTMENTS, LP | 66,800 | $7,661 |
| Western Wealth Management, LLC | 1,780 | $204 |
| BRIGHTON JONES LLC | 2,640 | $303 |
| VestGen Advisors, LLC | 1,768 | $203 |
| Ameritas Advisory Services, LLC | 1,149 | $132 |
| CITADEL ADVISORS LLC | 12,700 | $1,456 |
| Asset Dedication, LLC | 600 | $69 |
| Cornerstone Planning Group LLC | 276 | $32 |
| AdvisorNet Financial, Inc | 535 | $61 |
| GPS Wealth Strategies Group, LLC | 120 | $14 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 246 | $28 |
| CITIGROUP INC | 20 | $2 |
| SIMPLEX TRADING, LLC | 473 | $0 |