Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ascension Capital Advisors, Inc. | 23,373 | $3,299 |
| Lee Financial Co | 55,677 | $7,859 |
| Hyundai Investments Co., Ltd. | 5,854 | $839 |
| SRS Capital Advisors, Inc. | 132,074 | $18,644 |
| Destiny Capital Corp/CO | 5,185 | $732 |
| jvl associates llc | 3,260 | $460 |
| Astra Wealth Partners LLC | 1,540 | $217 |
| PFG Private Wealth Management, LLC | 1,766 | $249 |
| TRED AVON FAMILY WEALTH, LLC | 1,925 | $272 |
| Alteri Wealth LLC | 1,750 | $247 |
| New Insight Wealth Advisors | 1,503 | $212 |
| INTEGRITY ALLIANCE, LLC. | 10,184 | $1,438 |
| FLAGSTAR ADVISORS INC | 1,510 | $213 |
| Clark Asset Management, LLC | 3,173 | $448 |
| Basepoint Wealth LLC | 574 | $81 |
| CONNABLE OFFICE INC | 3,066 | $433 |
| Fortis Capital Management LLC | 1,939 | $274 |
| INSIGNEO ADVISORY SERVICES, LLC | 2,810 | $397 |
| CAPITAL PERFORMANCE ADVISORS LLP | 1,783 | $252 |
| AMERIFLEX GROUP, INC. | 450 | $64 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TBH Global Asset Management, LLC | 3,962 | 117,301 | +113,339 (+2860.7%) |
| FORTRESS FINANCIAL GROUP, LLC | 46,755 | 51,334 | +4,579 (+9.8%) |
| Clayton Financial Group LLC | 44,904 | 46,091 | +1,187 (+2.6%) |
| Sterling Financial Planning, Inc. | 124,178 | 128,848 | +4,670 (+3.8%) |
| Novak & Powell Financial Services, Inc. | 11,990 | 22,015 | +10,025 (+83.6%) |
| INSPIRE TRUST CO, N.A. | 85,000 | 98,000 | +13,000 (+15.3%) |
| AlphaCore Capital LLC | 76 | 196,476 | +196,400 (+258421.1%) |
| Beaumont Financial Advisors, LLC | 235,319 | 246,098 | +10,779 (+4.6%) |
| Baring Financial LLC | 20,886 | 22,995 | +2,109 (+10.1%) |
| Schneider Downs Wealth Management Advisors, LP | 157,583 | 159,516 | +1,933 (+1.2%) |
| Falcon Wealth Planning | 162,705 | 168,054 | +5,349 (+3.3%) |
| Net Worth Advisory Group | 1,811 | 14,008 | +12,197 (+673.5%) |
| Heartwood Wealth Advisors LLC | 173,117 | 175,275 | +2,158 (+1.2%) |
| LAKE STREET FINANCIAL LLC | 63,765 | 70,154 | +6,389 (+10.0%) |
| MMA ASSET MANAGEMENT LLC | 28,459 | 29,445 | +986 (+3.5%) |
| Dominguez Wealth Management Solutions, Inc. | 13,788 | 14,527 | +739 (+5.4%) |
| Independence Financial Advisors, LLC | 28,339 | 29,449 | +1,110 (+3.9%) |
| Trail Ridge Investment Advisors, LLC | 20,860 | 21,423 | +563 (+2.7%) |
| STEVENS CAPITAL PARTNERS | 18,565 | 19,973 | +1,408 (+7.6%) |
| Neumann Capital Management, LLC | 29,310 | 29,960 | +650 (+2.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 105,370 | 98,284 | -7,086 (-6.7%) |
| May Barnhard Investments LLC | 35,052 | 32,428 | -2,624 (-7.5%) |
| HARBOR ADVISORY CORP /MA/ | 25,784 | 17,217 | -8,567 (-33.2%) |
| LTG Capital LLC | 29,354 | 29,016 | -338 (-1.2%) |
| Cottage Street Advisors LLC | 44,957 | 44,260 | -697 (-1.6%) |
| Newton One Investments LLC | 57,783 | 56,548 | -1,235 (-2.1%) |
| Belpointe Asset Management LLC | 86,898 | 40,951 | -45,947 (-52.9%) |
| RTD Financial Advisors, Inc. | 103,311 | 99,847 | -3,464 (-3.4%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 15,882 | 13,896 | -1,986 (-12.5%) |
| M1 Capital Management LLC | 24,505 | 23,152 | -1,353 (-5.5%) |
| Bestgate Wealth Advisors, LLC | 3,515 | 2,835 | -680 (-19.3%) |
| PACIFIC FINANCIAL GROUP INC | 13,197 | 12,634 | -563 (-4.3%) |
| SOA Wealth Advisors, LLC. | 46,349 | 43,897 | -2,452 (-5.3%) |
| PACIFIC SUN FINANCIAL CORP | 23,843 | 23,473 | -370 (-1.6%) |
| Accretive Wealth Partners, LLC | 37,804 | 37,277 | -527 (-1.4%) |
| RENASANT BANK | 5,504 | 4,345 | -1,159 (-21.1%) |
| Rodgers & Associates, LTD | 72,816 | 70,380 | -2,436 (-3.3%) |
| Guidance Point Advisors, LLC | 31,353 | 30,411 | -942 (-3.0%) |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 35,592 | 34,863 | -729 (-2.0%) |
| One Capital Management, LLC | 96,448 | 84,228 | -12,220 (-12.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Total Wealth Planning, LLC | 29,901 | $4,231 |
| Gemmer Asset Management LLC | 44,241 | $6,260 |
| Cornerstone Capital, Inc. | 12,081 | $1,709 |
| Keebeck Wealth Management | 7,869 | $1,113 |
| Paragon Advisors, LLC | 3,533 | $500 |
| Rede Wealth, LLC | 1,791 | $253 |
| Risk Paradigm Group, LLC | 102 | $16,455 |
| Vertex Planning Partners, LLC | 3,756 | $531 |
| Allodium Investment Consultants, LLC | 1,496 | $212 |
| Freedom Investment Management, Inc. | 1,593 | $225 |
| UPTICK PARTNERS, LLC | 1,535 | $217 |
| KMG FIDUCIARY PARTNERS, LLC | 3,119 | $441 |
| Strategic Wealth Investment Group, LLC | 2,260 | $320 |
| TruWealth Advisors, LLC | 3,735 | $529 |
| Painted Porch Advisors LLC | 587 | $83 |
| Kovitz Investment Group Partners, LLC | 18,232 | $2,580 |
| Slow Capital, Inc. | 1,485 | $210 |
| Nilsine Partners, LLC | 1,885 | $267 |
| Alpine Bank Wealth Management | 1,250 | $177 |
| PERRITT CAPITAL MANAGEMENT INC | 204 | $29 |