Ticker: PXI CUSIP: 46137V878 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| IHT Wealth Management, LLC | 21,583 | $976 |
| Cherry Tree Wealth Management, LLC | 1,300 | $59 |
| Sound Income Strategies, LLC | 2,623 | $126 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,500 | $68 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 30,464 | 32,510 | +2,046 (+6.7%) |
| BANK OF AMERICA CORP /DE/ | 34,021 | 35,138 | +1,117 (+3.3%) |
| Farther Finance Advisors, LLC | 1,100 | 1,300 | +200 (+18.2%) |
| ROYAL BANK OF CANADA | 367 | 373 | +6 (+1.6%) |
| Janney Montgomery Scott LLC | 5,442 | 5,505 | +63 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clear Creek Financial Management, LLC | 85,685 | 4,887 | -80,798 (-94.3%) |
| Tower Research Capital LLC (TRC) | 10,937 | 4,746 | -6,191 (-56.6%) |
| WELLS FARGO & COMPANY/MN | 27,178 | 15,409 | -11,769 (-43.3%) |
| UBS Group AG | 12,809 | 8,808 | -4,001 (-31.2%) |
| MORGAN STANLEY | 69,420 | 68,051 | -1,369 (-2.0%) |
| LPL Financial LLC | 36,012 | 35,602 | -410 (-1.1%) |
| OSAIC HOLDINGS, INC. | 2,104 | 1,758 | -346 (-16.4%) |
| Cetera Investment Advisers | 16,373 | 16,127 | -246 (-1.5%) |
| Steward Partners Investment Advisory, LLC | 1,180 | 1,086 | -94 (-8.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Sunbelt Securities, Inc. | 9,770 | $458 |
| Advantage Trust Co | 600 | $28 |