Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kure Advisory, LLC | 85,146 | $4,351 |
| MEMBERS WEALTH LLC | 26,542 | $1,358 |
| HERBST GROUP, LLC | 19,898 | $1,017 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 124,392 | $6,356 |
| Yukon Wealth Management, Inc. | 10,373 | $530 |
| ELEVATE WEALTH ADVISORY, INC | 4,648 | $238 |
| LANDAAS & CO /WI /ADV | 10,647 | $544 |
| Professional Financial Advisors, LLC | 9,430 | $482 |
| Carrera Capital Advisors | 10,755 | $550 |
| Clark Capital Management Group, Inc. | 200,875 | $10,265 |
| XY Planning Network, Inc. | 7,048 | $360 |
| BURKE & HERBERT BANK & TRUST CO | 6,352 | $325 |
| Quartz Partners, LLC | 4,288 | $219 |
| DENVER WEALTH MANAGEMENT, INC. | 4,180 | $214 |
| LongView Wealth Management | 4,786 | $245 |
| Fiduciary Group LLC | 11,645 | $595 |
| RFG Advisory, LLC | 38,230 | $1,954 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,217 | $522 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 45,873 | $2,344 |
| Foster Victor Wealth Advisors, LLC | 10,828 | $553 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 4,661 | 120,040 | +115,379 (+2475.4%) |
| Integrated Investment Consultants, LLC | 353,983 | 404,474 | +50,491 (+14.3%) |
| Optivise Advisory Services LLC | 80,610 | 103,164 | +22,554 (+28.0%) |
| Kraft, Davis & Associates, LLC | 198,574 | 252,831 | +54,257 (+27.3%) |
| Clearwater Capital Advisors, LLC | 2,803,935 | 2,924,871 | +120,936 (+4.3%) |
| Alexander Randolph Advisory, Inc. | 436,146 | 442,346 | +6,200 (+1.4%) |
| MBM Wealth Consultants, LLC | 280,172 | 294,157 | +13,985 (+5.0%) |
| New Millennium Group LLC | 5,565 | 50,254 | +44,689 (+803.0%) |
| IRON Financial LLC | 15,206 | 47,301 | +32,095 (+211.1%) |
| BROOKS, MOORE & ASSOCIATES, INC. | 15,925 | 43,903 | +27,978 (+175.7%) |
| Values First Advisors, Inc. | 84,484 | 89,757 | +5,273 (+6.2%) |
| San Luis Wealth Advisors LLC | 120,861 | 151,519 | +30,658 (+25.4%) |
| Rollins Financial Advisors, LLC | 112,879 | 152,630 | +39,751 (+35.2%) |
| Ifrah Financial Services, Inc. | 195,256 | 199,043 | +3,787 (+1.9%) |
| Objective Capital Management, LLC | 6,752 | 15,055 | +8,303 (+123.0%) |
| PLANNING DIRECTIONS INC | 18,392 | 32,270 | +13,878 (+75.5%) |
| Alpha Financial Advisors, LLC | 106,224 | 111,774 | +5,550 (+5.2%) |
| PROATHLETE WEALTH MANAGEMENT LLC | 151,802 | 155,835 | +4,033 (+2.7%) |
| Syntegra Private Wealth Group, LLC | 168,784 | 210,658 | +41,874 (+24.8%) |
| Financial Futures Ltd Liability Co. | 14,774 | 26,107 | +11,333 (+76.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Members Advisory Group LLC | 250,252 | 6,023 | -244,229 (-97.6%) |
| Bramshill Investments, LLC | 2,514,508 | 2,448,843 | -65,665 (-2.6%) |
| Infinity Wealth Counsel, LLC | 40,362 | 23,052 | -17,310 (-42.9%) |
| Proficio Capital Partners LLC | 286,990 | 60,460 | -226,530 (-78.9%) |
| RED CRANE WEALTH MANAGEMENT, LLC | 50,311 | 45,294 | -5,017 (-10.0%) |
| Forbes Financial Planning, Inc. | 25,239 | 19,033 | -6,206 (-24.6%) |
| Guardian Wealth Advisors, LLC | 27,306 | 21,667 | -5,639 (-20.7%) |
| Perennial Investment Advisors, LLC | 62,830 | 12,446 | -50,384 (-80.2%) |
| Apex Wealth Management, LLC | 24,816 | 23,530 | -1,286 (-5.2%) |
| Summit Financial, LLC | 360,560 | 198,159 | -162,401 (-45.0%) |
| Keystone Financial Group, Inc. | 58,722 | 58,051 | -671 (-1.1%) |
| BlueChip Wealth Advisors LLC | 14,753 | 9,363 | -5,390 (-36.5%) |
| Boulder Wealth Advisors, LLC | 15,184 | 10,361 | -4,823 (-31.8%) |
| Clayton Financial Group LLC | 6,173 | 1,999 | -4,174 (-67.6%) |
| SECURIAN ASSET MANAGEMENT, INC | 318,620 | 283,620 | -35,000 (-11.0%) |
| ORG Partners LLC | 31,912 | 9,594 | -22,318 (-69.9%) |
| DONALDSON CAPITAL MANAGEMENT, LLC | 449,080 | 426,381 | -22,699 (-5.1%) |
| Shum Financial Group, Inc. | 8,017 | 5,649 | -2,368 (-29.5%) |
| FINANCIAL MANAGEMENT NETWORK INC | 124,538 | 121,569 | -2,969 (-2.4%) |
| Michels Family Financial, LLC | 24,065 | 23,307 | -758 (-3.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Canal Insurance CO | 100,000 | $5 |
| Stanich Group LLC | 8,322 | $427 |
| Shared Vision Wealth Group LLC | 5,489 | $282 |
| Tyche Wealth Partners LLC | 8,320 | $427 |
| Mach-1 Financial Group, LLC | 7,218 | $370 |
| Newbridge Financial Services Group, Inc. | 8,061 | $413 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 4,614 | $237 |
| RENAISSANCE TECHNOLOGIES LLC | 236,100 | $12,107 |
| BBR PARTNERS, LLC | 6,918 | $355 |
| FLOW TRADERS U.S. LLC | 18,531 | $1 |
| Dakota Wealth Management | 9,831 | $504 |
| Gerber Kawasaki Wealth & Investment Management | 4,909 | $252 |
| Friedenthal Financial | 495 | $25 |
| Bragg Financial Advisors, Inc | 4,386 | $225 |
| Dunhill Financial, LLC | 500 | $26 |
| CITADEL ADVISORS LLC | 22,289 | $1,143 |
| Integrated Wealth Concepts LLC | 4,252 | $218 |
| D.A. DAVIDSON & CO. | 4,135 | $212 |
| CLEAR INVESTMENT RESEARCH, LLC | 89 | $5 |
| Bank of New York Mellon Corp | 4,994 | $256 |