Ticker: ISCG CUSIP: 464288604 Class: MRGSTR SM CP GR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Jacksonville Wealth Management, LLC | 15,031 | $834 |
| BlueChip Wealth Advisors LLC | 4,312 | $228 |
| Cape Investment Advisory, Inc. | 2,926 | $162 |
| Arkadios Wealth Advisors | 18,513 | $1,027 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 4,284 | $238 |
| Laurel Wealth Advisors LLC | 1,410 | $78 |
| Summit Financial, LLC | 3,671 | $204 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,438 | $302 |
| SRS Capital Advisors, Inc. | 930 | $52 |
| SageView Advisory Group, LLC | 275 | $15 |
| Concord Wealth Partners | 112 | $6 |
| FLAGSHIP HARBOR ADVISORS, LLC | 75 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NorthStar Asset Management LLC /NJ/ | 93,944 | 100,071 | +6,127 (+6.5%) |
| Black Diamond Financial, LLC | 190,335 | 209,843 | +19,508 (+10.2%) |
| BEAM WEALTH ADVISORS, INC. | 70,646 | 77,812 | +7,166 (+10.1%) |
| MGB Wealth Management, LLC | 201 | 10,825 | +10,624 (+5285.6%) |
| OSAIC HOLDINGS, INC. | 67,759 | 616,773 | +549,014 (+810.2%) |
| Atlanta Consulting Group Advisors, LLC | 56,149 | 58,405 | +2,256 (+4.0%) |
| LEVEL FOUR ADVISORY SERVICES, LLC | 46,496 | 71,839 | +25,343 (+54.5%) |
| Key Financial Inc | 29,410 | 33,362 | +3,952 (+13.4%) |
| IAG Wealth Partners, LLC | 72,868 | 76,183 | +3,315 (+4.5%) |
| Gallagher Fiduciary Advisors, LLC | 301,538 | 307,111 | +5,573 (+1.8%) |
| Gilliland Jeter Wealth Management LLC | 10,984 | 12,218 | +1,234 (+11.2%) |
| Certified Advisory Corp | 74,640 | 76,776 | +2,136 (+2.9%) |
| Farther Finance Advisors, LLC | 6,060 | 28,379 | +22,319 (+368.3%) |
| PRIVATE TRUST CO NA | 2,771 | 6,514 | +3,743 (+135.1%) |
| Synergy Financial Group, LTD | 7,556 | 7,892 | +336 (+4.4%) |
| Mariner, LLC | 63,057 | 126,450 | +63,393 (+100.5%) |
| Atria Investments, Inc | 297,748 | 305,107 | +7,359 (+2.5%) |
| LPL Financial LLC | 515,241 | 676,850 | +161,609 (+31.4%) |
| GWN SECURITIES INC. | 7,850 | 8,734 | +884 (+11.3%) |
| rebel Financial LLC | 6,683 | 7,119 | +436 (+6.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| STEINBERGANNA WEALTH MANAGEMENT | 50,735 | 49,636 | -1,099 (-2.2%) |
| McKinley Carter Wealth Services, Inc. | 125,508 | 106,635 | -18,873 (-15.0%) |
| VAUGHAN & Co SECURITIES, INC. | 24,915 | 24,546 | -369 (-1.5%) |
| Courage Miller Partners, LLC | 11,066 | 9,759 | -1,307 (-11.8%) |
| SHELTON WEALTH MANAGEMENT, LLC | 20,792 | 20,286 | -506 (-2.4%) |
| MML INVESTORS SERVICES, LLC | 67,358 | 23,454 | -43,904 (-65.2%) |
| FLAGSTAR ADVISORS INC | 4,500 | 3,735 | -765 (-17.0%) |
| Asset Allocation Strategies LLC | 9,448 | 8,632 | -816 (-8.6%) |
| Focus Partners Wealth | 998,236 | 973,843 | -24,393 (-2.4%) |
| Global Retirement Partners, LLC | 10,328 | 4,921 | -5,407 (-52.4%) |
| Edge Financial Advisors LLC | 4,834 | 4,525 | -309 (-6.4%) |
| ADELL HARRIMAN & CARPENTER INC | 8,796 | 7,396 | -1,400 (-15.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 83,645 | 66,747 | -16,898 (-20.2%) |
| MORGAN STANLEY | 235,876 | 216,238 | -19,638 (-8.3%) |
| Visionary Wealth Advisors | 14,991 | 13,723 | -1,268 (-8.5%) |
| CITIGROUP INC | 13,957 | 5,411 | -8,546 (-61.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,973 | 3,793 | -9,180 (-70.8%) |
| CoreCap Advisors, LLC | 1,320 | 499 | -821 (-62.2%) |
| Archer Investment Corp | 1,516 | 1,270 | -246 (-16.2%) |
| Creative Planning | 23,368 | 21,251 | -2,117 (-9.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Rockport Wealth LLC | 324,586 | $17,628 |
| Ellis Investment Partners, LLC | 4,010 | $218 |
| Tortoise Investment Management, LLC | 2,922 | $159 |
| Prospera Financial Services Inc | 4,545 | $247 |
| CITADEL ADVISORS LLC | 18,277 | $993 |
| Savant Capital, LLC | 5,290 | $287 |
| CHILTON CAPITAL MANAGEMENT LLC | 1,656 | $90 |
| MATHER GROUP, LLC. | 852 | $46 |
| Cornerstone Planning Group LLC | 150 | $8 |
| Investors Research Corp | 72 | $4 |
| Larson Financial Group LLC | 25 | $1 |