Ticker: SUSL CUSIP: 46435U218 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Meridian Financial Partners LLC | 1,669 | $205 |
| Wealth Alliance | 1,782 | $216 |
| Turning Point Benefit Group, Inc. | 384 | $47 |
| Triumph Capital Management | 360 | $44 |
| Merit Financial Group, LLC | 4,265 | $517 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,509 | $546 |
| Navalign, LLC | 269 | $33 |
| EP Wealth Advisors, LLC | 2,819 | $342 |
| NATIONAL BANK OF CANADA /FI/ | 1,245 | $151 |
| Kestra Advisory Services, LLC | 661 | $80 |
| Rossby Financial, LCC | 57 | $7 |
| HANTZ FINANCIAL SERVICES, INC. | 458 | $0 |
| BESSEMER GROUP INC | 97 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ellevest, Inc. | 143,280 | 148,459 | +5,179 (+3.6%) |
| Obsido Oy | 12,366 | 13,367 | +1,001 (+8.1%) |
| Robertson Stephens Wealth Management, LLC | 64,158 | 72,632 | +8,474 (+13.2%) |
| Keystone Financial Group, Inc. | 525 | 1,054 | +529 (+100.8%) |
| Walkner Condon Financial Advisors LLC | 15,822 | 16,901 | +1,079 (+6.8%) |
| JGP Wealth Management, LLC | 3,398 | 4,821 | +1,423 (+41.9%) |
| Pathstone Holdings, LLC | 78,232 | 99,715 | +21,483 (+27.5%) |
| FMR LLC | 410,457 | 593,363 | +182,906 (+44.6%) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 81,004 | 83,118 | +2,114 (+2.6%) |
| Wealthspire Advisors, LLC | 12,035 | 17,129 | +5,094 (+42.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 244,862 | 254,439 | +9,577 (+3.9%) |
| BANK OF AMERICA CORP /DE/ | 59,134 | 90,642 | +31,508 (+53.3%) |
| HB Wealth Management, LLC | 14,403 | 16,986 | +2,583 (+17.9%) |
| Larson Financial Group LLC | 373 | 1,204 | +831 (+222.8%) |
| Horizon Wealth Management, LLC | 3,138 | 3,371 | +233 (+7.4%) |
| Brookstone Capital Management | 19,542 | 20,747 | +1,205 (+6.2%) |
| Equitable Holdings, Inc. | 16,552 | 17,937 | +1,385 (+8.4%) |
| EverSource Wealth Advisors, LLC | 4,445 | 4,864 | +419 (+9.4%) |
| Strategic Blueprint, LLC | 3,065 | 3,408 | +343 (+11.2%) |
| Perigon Wealth Management, LLC | 5,603 | 6,198 | +595 (+10.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| W ADVISORS, LLC | 58,444 | 56,947 | -1,497 (-2.6%) |
| SK Wealth Management, LLC | 52,805 | 51,148 | -1,657 (-3.1%) |
| GeoWealth Management, LLC | 86,794 | 56,439 | -30,355 (-35.0%) |
| Omega Financial Group, LLC | 21,802 | 20,788 | -1,014 (-4.7%) |
| SAX WEALTH ADVISORS, LLC | 24,394 | 15,452 | -8,942 (-36.7%) |
| Friedenthal Financial | 7,880 | 7,281 | -599 (-7.6%) |
| One Wealth Advisors, LLC | 63,827 | 63,122 | -705 (-1.1%) |
| Bond & Devick Financial Network, Inc. | 15,077 | 14,493 | -584 (-3.9%) |
| SNS Financial Group, LLC | 11,929 | 8,844 | -3,085 (-25.9%) |
| MERCER GLOBAL ADVISORS INC /ADV | 791,967 | 732,489 | -59,478 (-7.5%) |
| One Capital Management, LLC | 7,760 | 2,797 | -4,963 (-64.0%) |
| Redhawk Wealth Advisors, Inc. | 4,647 | 3,257 | -1,390 (-29.9%) |
| Your Advocates Ltd., LLP | 1,049 | 532 | -517 (-49.3%) |
| GenTrust, LLC | 5,675 | 3,112 | -2,563 (-45.2%) |
| Firestone Capital Management | 2,819 | 2,308 | -511 (-18.1%) |
| Farther Finance Advisors, LLC | 13,929 | 8,708 | -5,221 (-37.5%) |
| Balance Wealth, LLC | 3,664 | 3,336 | -328 (-9.0%) |
| Allworth Financial LP | 196,901 | 191,568 | -5,333 (-2.7%) |
| Sanctuary Advisors, LLC | 83,621 | 78,991 | -4,630 (-5.5%) |
| Wharton Business Group, LLC | 3,875 | 2,810 | -1,065 (-27.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Triad Wealth Partners, LLC | 2,050 | $240 |
| NWAM LLC | 2,436 | $288 |
| Root Financial Partners, LLC | 1,318 | $154 |
| GOLDMAN SACHS GROUP INC | 39,335 | $4,604 |
| Tower Research Capital LLC (TRC) | 1,405 | $164 |
| Advisory Services Network, LLC | 1,406 | $165 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,725 | $319 |
| FLOW TRADERS U.S. LLC | 2,463 | $0 |
| Manchester Capital Management LLC | 3 | $0 |