Ticker: REZ CUSIP: 464288562 Class: RESIDENTIAL MULT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Alliance Wealth Advisors, LLC /UT | 12,728 | $1,052 |
| LongView Wealth Management | 7,424 | $621 |
| Main Street Financial Solutions, LLC | 11,006 | $910 |
| Triad Wealth Partners, LLC | 5,476 | $453 |
| TWO SIGMA INVESTMENTS, LP | 80,833 | $6,680 |
| Savant Capital, LLC | 11,744 | $971 |
| Farther Finance Advisors, LLC | 6,455 | $533 |
| TUCKER ASSET MANAGEMENT LLC | 416 | $34 |
| Kestra Advisory Services, LLC | 1,668 | $138 |
| Cape Investment Advisory, Inc. | 115 | $10 |
| Horizon Investments, LLC | 272 | $22 |
| SageView Advisory Group, LLC | 77 | $6 |
| Pinnacle Wealth Planning Services, Inc. | 19 | $2 |
| HRT FINANCIAL LP | 5,221 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BARD ASSOCIATES INC | 78,266 | 146,052 | +67,786 (+86.6%) |
| Ascension Capital Advisors, Inc. | 94,848 | 104,988 | +10,140 (+10.7%) |
| Franklin, Parlapiano, Turner & Welch, LLC | 469,127 | 474,430 | +5,303 (+1.1%) |
| Kure Advisory, LLC | 39,886 | 43,114 | +3,228 (+8.1%) |
| Cornerstone Planning Group LLC | 172,308 | 174,781 | +2,473 (+1.4%) |
| Sincerus Advisory, LLC | 15,023 | 17,496 | +2,473 (+16.5%) |
| Aprio Wealth Management, LLC | 177,814 | 185,616 | +7,802 (+4.4%) |
| EVERGREEN CAPITAL MANAGEMENT LLC | 167,653 | 229,453 | +61,800 (+36.9%) |
| Fonville Wealth Management LLC | 51,749 | 54,964 | +3,215 (+6.2%) |
| Mission Hills Financial Advisory, LLC | 25,552 | 26,637 | +1,085 (+4.2%) |
| Comprehensive Wealth Management, LLC | 10,821 | 12,581 | +1,760 (+16.3%) |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 2,375 | 6,905 | +4,530 (+190.7%) |
| Sovereign Financial Group, Inc. | 52,769 | 56,281 | +3,512 (+6.7%) |
| Valtrion Capital Management, LLC | 7,584 | 8,516 | +932 (+12.3%) |
| H&H Retirement Design & Management INC | 14,250 | 15,392 | +1,142 (+8.0%) |
| M Wealth Management, LLC | 13,909 | 14,311 | +402 (+2.9%) |
| ARKANSAS FINANCIAL GROUP, INC. | 32,869 | 36,163 | +3,294 (+10.0%) |
| Kendall Capital Management | 10,829 | 11,873 | +1,044 (+9.6%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 17,380 | 20,268 | +2,888 (+16.6%) |
| Tower Research Capital LLC (TRC) | 3,714 | 7,437 | +3,723 (+100.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 181,105 | 2,884 | -178,221 (-98.4%) |
| AXS Investments LLC | 72,489 | 48,191 | -24,298 (-33.5%) |
| Prosperitas Financial LLC | 24,994 | 13,023 | -11,971 (-47.9%) |
| Dynamic Wealth Strategies, LLC | 7,272 | 588 | -6,684 (-91.9%) |
| Castleview Partners, LLC | 5,831 | 2,651 | -3,180 (-54.5%) |
| PACIFIC SUN FINANCIAL CORP | 23,890 | 22,895 | -995 (-4.2%) |
| Cornerstone Management, Inc. | 19,838 | 13,686 | -6,152 (-31.0%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 7,227 | 5,998 | -1,229 (-17.0%) |
| Burns Matteson Capital Management, LLC | 23,207 | 22,439 | -768 (-3.3%) |
| Buck Wealth Strategies, LLC | 9,980 | 4,988 | -4,992 (-50.0%) |
| Buckingham Strategic Partners | 81,891 | 48,615 | -33,276 (-40.6%) |
| Continuum Advisory, LLC | 26,345 | 24,907 | -1,438 (-5.5%) |
| Procyon Advisors, LLC | 39,447 | 37,016 | -2,431 (-6.2%) |
| Beta Wealth Group, Inc. | 7,227 | 6,898 | -329 (-4.6%) |
| SEAVIEW INVESTMENT MANAGERS LLC | 2,978 | 2,587 | -391 (-13.1%) |
| OSAIC HOLDINGS, INC. | 130,307 | 108,541 | -21,766 (-16.7%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 250,869 | 216,599 | -34,270 (-13.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 80,451 | 46,458 | -33,993 (-42.3%) |
| SeaCrest Wealth Management, LLC | 7,580 | 7,029 | -551 (-7.3%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,135 | 8,039 | -12,096 (-60.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Anderson Financial Strategies, LLC | 19,812 | $1,683 |
| Everstar Asset Management, LLC | 7,636 | $649 |
| Strategic Financial Concepts, LLC | 12,609 | $1,071 |
| Kesler, Norman & Wride, LLC | 4,479 | $363 |
| Main Street Group, LTD | 1,022 | $87 |
| SHUFRO ROSE & CO LLC | 3,000 | $259 |
| JB Capital LLC | 2,377 | $202 |
| Advisory Services Network, LLC | 1,156 | $98 |
| Advisors Preferred, LLC | 254 | $22 |
| Physician Wealth Advisors, Inc. | 240 | $20 |
| PRINCIPAL SECURITIES, INC. | 296 | $25 |
| Spire Wealth Management | 135 | $11 |
| BLAIR WILLIAM & CO/IL | 151 | $13 |
| Wealthspire Advisors, LLC | 97 | $8 |
| Rossmore Private Capital | 57 | $5 |
| PARK AVENUE SECURITIES LLC | 3,096 | $0 |
| SIMPLEX TRADING, LLC | 326 | $0 |
| CWM, LLC | 5 | $0 |