Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SONATA CAPITAL GROUP INC | 104,223 | $2,646 |
| PSI Advisors, LLC | 131,846 | $3,348 |
| ArborFi Advisors, LLC | 7,994 | $203 |
| FF Advisors,LLC | 12,438 | $316 |
| PFG Private Wealth Management, LLC | 10,559 | $268 |
| TRUE Private Wealth Advisors | 36,453 | $926 |
| Eldridge Investment Advisors, Inc. | 12,900 | $328 |
| MV CAPITAL MANAGEMENT, INC. | 14,457 | $367 |
| OneDigital Investment Advisors LLC | 51,062 | $1,296 |
| Ausdal Financial Partners, Inc. | 11,087 | $281 |
| Elequin Capital, LP | 6,044 | $153 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,988 | $50 |
| Kestra Advisory Services, LLC | 2,104 | $53 |
| Plante Moran Financial Advisors, LLC | 648 | $16 |
| Sound Income Strategies, LLC | 44 | $1 |
| AE Wealth Management LLC | 38 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wick Capital Partners, LLC | 16,341 | 106,413 | +90,072 (+551.2%) |
| Praetorian Wealth Management, Inc. | 239,846 | 260,139 | +20,293 (+8.5%) |
| LBMC INVESTMENT ADVISORS, LLC | 471,757 | 537,643 | +65,886 (+14.0%) |
| Covington Investment Advisors Inc. | 336,815 | 366,990 | +30,175 (+9.0%) |
| Granite Harbor Advisors, Inc. | 58,779 | 67,891 | +9,112 (+15.5%) |
| Atwater Malick LLC | 82,104 | 93,331 | +11,227 (+13.7%) |
| Hills Bank & Trust Co | 399,613 | 436,605 | +36,992 (+9.3%) |
| Sound View Wealth Advisors Group, LLC | 145,721 | 183,054 | +37,333 (+25.6%) |
| Godshalk Welsh Capital Management, Inc. | 32,300 | 36,300 | +4,000 (+12.4%) |
| MERCER GLOBAL ADVISORS INC /ADV | 954,866 | 2,032,818 | +1,077,952 (+112.9%) |
| Evergreen Private Wealth LLC | 45,421 | 49,609 | +4,188 (+9.2%) |
| HOWLAND CAPITAL MANAGEMENT LLC | 195,710 | 240,335 | +44,625 (+22.8%) |
| Helen Stephens Group, LLC | 35,126 | 43,209 | +8,083 (+23.0%) |
| Cyndeo Wealth Partners, LLC | 116,695 | 137,330 | +20,635 (+17.7%) |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 44,307 | 46,209 | +1,902 (+4.3%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 189,591 | 208,034 | +18,443 (+9.7%) |
| 10Elms LLP | 21,994 | 22,694 | +700 (+3.2%) |
| Clearstead Advisors, LLC | 923,175 | 956,583 | +33,408 (+3.6%) |
| Sanctuary Advisors, LLC | 25,789 | 123,517 | +97,728 (+379.0%) |
| Rossmore Private Capital | 1,981 | 9,741 | +7,760 (+391.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 403,927 | 16,059 | -387,868 (-96.0%) |
| Newman Dignan & Sheerar, Inc. | 65,953 | 36,265 | -29,688 (-45.0%) |
| Foundry Financial Group, Inc. | 27,285 | 21,524 | -5,761 (-21.1%) |
| Spire Wealth Management | 92,625 | 4,394 | -88,231 (-95.3%) |
| Signature Wealth Management Group | 52,345 | 51,062 | -1,283 (-2.5%) |
| WOODMONT INVESTMENT COUNSEL LLC | 60,136 | 49,119 | -11,017 (-18.3%) |
| WJ Wealth Management, LLC | 30,158 | 28,982 | -1,176 (-3.9%) |
| CORA CAPITAL ADVISORS LLC | 11,000 | 9,500 | -1,500 (-13.6%) |
| Financial Advisory Corp | 28,282 | 25,046 | -3,236 (-11.4%) |
| Modern Wealth Management, LLC | 41,436 | 28,044 | -13,392 (-32.3%) |
| RIA Advisory Group LLC | 56,387 | 55,809 | -578 (-1.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 142,928 | 24,183 | -118,745 (-83.1%) |
| Summit Financial, LLC | 72,938 | 62,344 | -10,594 (-14.5%) |
| BENJAMIN EDWARDS INC | 51,092 | 40,139 | -10,953 (-21.4%) |
| Crews Bank & Trust | 37,038 | 35,825 | -1,213 (-3.3%) |
| OSAIC HOLDINGS, INC. | 115,227 | 80,923 | -34,304 (-29.8%) |
| RAYMOND JAMES FINANCIAL INC | 190,896 | 161,923 | -28,973 (-15.2%) |
| US BANCORP \DE\ | 732,990 | 714,846 | -18,144 (-2.5%) |
| UBS Group AG | 380,190 | 352,860 | -27,330 (-7.2%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 36,318 | 31,764 | -4,554 (-12.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Sightline Wealth Advisors, LLC | 10,149 | $259 |
| Accretive Wealth Partners, LLC | 8,357 | $213 |
| Brinker Capital Investments, LLC | 55,100 | $1,404 |
| DEUTSCHE BANK AG\ | 49,050 | $1,250 |
| Corient Private Wealth LLC | 14,897 | $380 |
| Wealthspire Advisors, LLC | 7,812 | $199 |
| GOLDMAN SACHS GROUP INC | 8,477 | $216 |
| FIFTH THIRD BANCORP | 5,000 | $127 |
| PRINCIPAL SECURITIES, INC. | 2,366 | $60 |
| ASHTON THOMAS SECURITIES, LLC | 173 | $4 |
| JFS WEALTH ADVISORS, LLC | 103 | $3 |