Ticker: IPKW CUSIP: 46138E644 Class: INTL BUYBACK
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Horizon Wealth Management, LLC | 83,577 | $4,645 |
| Navis Wealth Advisors, LLC | 10,602 | $589 |
| IRON Financial LLC | 3,943 | $219 |
| KANE INVESTMENT MANAGEMENT, INC. | 3,747 | $208 |
| Kingsview Wealth Management, LLC | 18,072 | $1,004 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3,833 | $213 |
| Triumph Capital Management | 1,579 | $88 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4,912 | $273 |
| Cyndeo Wealth Partners, LLC | 3,633 | $202 |
| Sarver Vrooman Wealth Advisors | 463 | $26 |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,840 | $158 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,583 | $1,366 |
| Camelot Portfolios, LLC | 231 | $13 |
| Mariner, LLC | 3,630 | $202 |
| Kestra Advisory Services, LLC | 1,286 | $71 |
| WELLS FARGO & COMPANY/MN | 1,447 | $80 |
| TRUST CO OF VERMONT | 500 | $28 |
| MAI Capital Management | 758 | $42 |
| Steward Partners Investment Advisory, LLC | 123 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kellett Wealth Advisors, LLC | 237,436 | 246,102 | +8,666 (+3.6%) |
| Nikulski Financial, Inc. | 55,053 | 117,436 | +62,383 (+113.3%) |
| WESPAC Advisors, LLC | 32,536 | 37,574 | +5,038 (+15.5%) |
| Breakwater Capital Group | 112,637 | 129,163 | +16,526 (+14.7%) |
| VISTA INVESTMENT MANAGEMENT | 53,942 | 60,627 | +6,685 (+12.4%) |
| Principle Wealth Partners LLC | 18,807 | 56,137 | +37,330 (+198.5%) |
| VISTA INVESTMENT PARTNERS II, LLC | 35,928 | 37,996 | +2,068 (+5.8%) |
| United Advisor Group, LLC | 5,017 | 7,933 | +2,916 (+58.1%) |
| Arkadios Wealth Advisors | 149,288 | 159,033 | +9,745 (+6.5%) |
| Gateway Wealth Partners, LLC | 19,148 | 21,532 | +2,384 (+12.5%) |
| Patriot Financial Group Insurance Agency, LLC | 11,825 | 13,675 | +1,850 (+15.6%) |
| PFG Investments, LLC | 14,738 | 18,775 | +4,037 (+27.4%) |
| RAYMOND JAMES FINANCIAL INC | 491,439 | 650,553 | +159,114 (+32.4%) |
| Brookstone Capital Management | 132,671 | 142,454 | +9,783 (+7.4%) |
| Dana Investment Advisors, Inc. | 20,223 | 24,991 | +4,768 (+23.6%) |
| LPL Financial LLC | 433,197 | 551,633 | +118,436 (+27.3%) |
| Belpointe Asset Management LLC | 20,077 | 23,745 | +3,668 (+18.3%) |
| BANK OF AMERICA CORP /DE/ | 459,838 | 587,637 | +127,799 (+27.8%) |
| MORGAN STANLEY | 459,035 | 569,476 | +110,441 (+24.1%) |
| Cetera Investment Advisers | 56,372 | 89,120 | +32,748 (+58.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 146,000 | 39,447 | -106,553 (-73.0%) |
| Park Edge Advisors, LLC | 217,595 | 207,652 | -9,943 (-4.6%) |
| Aspire Capital Advisors LLC | 25,040 | 18,780 | -6,260 (-25.0%) |
| Daner Wealth Management, LLC | 11,921 | 11,782 | -139 (-1.2%) |
| Farther Finance Advisors, LLC | 44,346 | 37,788 | -6,558 (-14.8%) |
| Atria Investments, Inc | 84,635 | 82,653 | -1,982 (-2.3%) |
| QTR Family Wealth, LLC | 5,630 | 5,488 | -142 (-2.5%) |
| OSAIC HOLDINGS, INC. | 10,477 | 8,012 | -2,465 (-23.5%) |
| Federation des caisses Desjardins du Quebec | 1,200 | 1,070 | -130 (-10.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Synergy Asset Management, LLC | 99,588 | $4,845 |
| GTS SECURITIES LLC | 23,779 | $1,253 |
| FLOW TRADERS U.S. LLC | 7,582 | $0 |
| HUNTINGTON NATIONAL BANK | 750 | $40 |
| Advisory Services Network, LLC | 252 | $13 |