Ticker: PIZ CUSIP: 46138E875 Class: DORSEY WRGT DVLP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Navis Wealth Advisors, LLC | 11,652 | $571 |
| Bolthouse Investments, LLC | 4,190 | $205 |
| PFG Advisors | 31,625 | $1,549 |
| GTS SECURITIES LLC | 36,309 | $1,779 |
| Formidable Asset Management, LLC | 8,165 | $389 |
| DRIVE WEALTH MANAGEMENT, LLC | 5,573 | $273 |
| CreativeOne Wealth, LLC | 22,804 | $1,117 |
| FLAGSHIP WEALTH ADVISORS, LLC | 2,500 | $122 |
| CITADEL ADVISORS LLC | 129,634 | $6,350 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,740 | $2,045 |
| Quantinno Capital Management LP | 11,354 | $556 |
| SRS Capital Advisors, Inc. | 2,712 | $133 |
| AMERIPRISE FINANCIAL INC | 12,259 | $601 |
| Kestra Advisory Services, LLC | 1,982 | $97 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 294 | $14 |
| Coastal Investment Advisors, Inc. | 40 | $2 |
| FLAGSHIP HARBOR ADVISORS, LLC | 15 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Systelligence, LLC | 359,897 | 369,149 | +9,252 (+2.6%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 313,396 | 341,130 | +27,734 (+8.8%) |
| VISTA INVESTMENT PARTNERS II, LLC | 39,037 | 40,898 | +1,861 (+4.8%) |
| Genesee Capital Advisors, LLC | 34,953 | 36,824 | +1,871 (+5.4%) |
| Blueprint Financial Advisors LLC | 31,151 | 33,787 | +2,636 (+8.5%) |
| Blueprint Investment Partners LLC | 31,151 | 33,787 | +2,636 (+8.5%) |
| &PARTNERS | 10,640 | 40,116 | +29,476 (+277.0%) |
| KANE INVESTMENT MANAGEMENT, INC. | 7,132 | 7,699 | +567 (+8.0%) |
| Trueblood Wealth Management, LLC | 20,204 | 20,587 | +383 (+1.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 53,057 | 208,940 | +155,883 (+293.8%) |
| LPL Financial LLC | 480,175 | 620,114 | +139,939 (+29.1%) |
| ROYAL BANK OF CANADA | 394,610 | 577,277 | +182,667 (+46.3%) |
| Cetera Investment Advisers | 32,474 | 74,414 | +41,940 (+129.1%) |
| MORGAN STANLEY | 844,088 | 962,626 | +118,538 (+14.0%) |
| PRIVATE CLIENT SERVICES, LLC | 4,400 | 4,950 | +550 (+12.5%) |
| WELLS FARGO & COMPANY/MN | 1,942,415 | 2,002,892 | +60,477 (+3.1%) |
| Geneos Wealth Management Inc. | 470 | 3,895 | +3,425 (+728.7%) |
| JONES FINANCIAL COMPANIES LLLP | 19,148 | 45,540 | +26,392 (+137.8%) |
| Advisory Services Network, LLC | 10,153 | 14,072 | +3,919 (+38.6%) |
| Sanctuary Advisors, LLC | 10,386 | 16,716 | +6,330 (+60.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Axiom Financial Strategies, LLC | 235,598 | 232,664 | -2,934 (-1.2%) |
| NewSquare Capital LLC | 100,197 | 64,307 | -35,890 (-35.8%) |
| Monument Capital Management | 15,763 | 8,855 | -6,908 (-43.8%) |
| RiverTree Advisors, LLC | 28,038 | 27,398 | -640 (-2.3%) |
| STEINBERGANNA WEALTH MANAGEMENT | 11,212 | 10,742 | -470 (-4.2%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 547,941 | 537,373 | -10,568 (-1.9%) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,390 | 8,482 | -6,908 (-44.9%) |
| JANE STREET GROUP, LLC | 19,234 | 5,887 | -13,347 (-69.4%) |
| Prospera Financial Services Inc | 41,834 | 40,621 | -1,213 (-2.9%) |
| Cyndeo Wealth Partners, LLC | 23,081 | 22,543 | -538 (-2.3%) |
| CIBC WORLD MARKET INC. | 7,741 | 7,441 | -300 (-3.9%) |
| BLAIR WILLIAM & CO/IL | 850 | 600 | -250 (-29.4%) |
| Spire Wealth Management | 1,717 | 1,637 | -80 (-4.7%) |
| AE Wealth Management LLC | 386 | 367 | -19 (-4.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Financial Management Professionals, Inc. | 33,490 | $1,597 |
| Ashton Thomas Private Wealth, LLC | 6,333 | $302 |
| Ameritas Advisory Services, LLC | 334 | $16 |
| PRINCIPAL SECURITIES, INC. | 190 | $9 |
| IFP Advisors, Inc | 100 | $5 |