Ticker: PYZ CUSIP: 46137V704 Class: DWA BASIC MATL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 2,932 | $326 |
| Laurel Wealth Advisors LLC | 716 | $79 |
| Advisory Services Network, LLC | 3,971 | $437 |
| SRS Capital Advisors, Inc. | 2,774 | $306 |
| Darwin Wealth Management, LLC | 285 | $31 |
| Janney Montgomery Scott LLC | 42,592 | $5 |
| RAYMOND JAMES FINANCIAL INC | 3,067 | $338 |
| CITADEL ADVISORS LLC | 2,183 | $240 |
| Sound Income Strategies, LLC | 300 | $38 |
| Kestra Advisory Services, LLC | 671 | $74 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 173 | 118,401 | +118,228 (+68339.9%) |
| Maltin Wealth Management, Inc. | 5,367 | 5,508 | +141 (+2.6%) |
| Trueblood Wealth Management, LLC | 4,136 | 4,299 | +163 (+3.9%) |
| LPL Financial LLC | 13,865 | 17,218 | +3,353 (+24.2%) |
| JONES FINANCIAL COMPANIES LLLP | 50 | 498 | +448 (+896.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 7,940 | 8,339 | +399 (+5.0%) |
| UBS Group AG | 646 | 702 | +56 (+8.7%) |
| Farther Finance Advisors, LLC | 3,332 | 3,372 | +40 (+1.2%) |
| Cambridge Investment Research Advisors, Inc. | 7,556 | 10,961 | +3,405 (+45.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PACIFIC SUN FINANCIAL CORP | 3,710 | 3,560 | -150 (-4.0%) |
| GOLDMAN SACHS GROUP INC | 21,564 | 11,469 | -10,095 (-46.8%) |
| MORGAN STANLEY | 20,232 | 18,082 | -2,150 (-10.6%) |
| WELLS FARGO & COMPANY/MN | 5,712 | 3,720 | -1,992 (-34.9%) |
| EPG Wealth Management LLC | 313 | 213 | -100 (-31.9%) |
| Cetera Investment Advisers | 2,351 | 1,893 | -458 (-19.5%) |
| OSAIC HOLDINGS, INC. | 3,270 | 2,957 | -313 (-9.6%) |
| ROYAL BANK OF CANADA | 296 | 75 | -221 (-74.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Tower Research Capital LLC (TRC) | 1,998 | $212 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,164 | $547 |
| Ameritas Advisory Services, LLC | 255 | $27 |